§ REAL ESTATE
USD · Real EstateLAMR
LAMAR ADVERTISING CO-A
USDSector · Real EstateBeta · 1.24
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 143.78HIGH 146.14LOW 141.6852W 99.84 — 139.76
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
441 increased/new, 233 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 22.0 | P/B | 12.70 |
| EPS (TTM) | 5.77 | Dividend | 5.17% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 10.0M | 0.0% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.5M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.9M | n/a | n/a |
| Fidelity Management | 3.8M | 0.0% | +11% |
| VICTORY CAPITAL MANAGEMENT INC | 2.9M | 0.2% | −7% |
| JANUS HENDERSON GROUP PLC | 2.8M | n/a | −22% |
◇ AC INTELLIGENCE
Top institutional owners for LAMR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER8.4% · 0 holders
OTHER41.0% · 561 holders
QUALITY / COMPOUNDER20.2% · 28 holders
PASSIVE / INDEX15.3% · 11 holders
DEALER / BANK9.7% · 47 holders
DEEP VALUE2.2% · 2 holders
INCOME / DEFENSIVE2.1% · 34 holders
SYSTEMATIC / QUANT0.9% · 8 holders
TACTICAL / MACRO0.2% · 2 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LAMR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention LAMR yet.