Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lamar Advertising Co (LAMR)

689 + Investors. Track Smart Money conviction in LAMR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
10Q ▲
Buyers last Q
55%

Smart Money Signals — LAMR

Based on 692 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added LAMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
692 hedge funds hold LAMR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+88 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

358 buying293 selling
Last quarter: 358 funds bought or added vs 293 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 83 → 80 → 102 → 81. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 17% new
413 out of 692 hedge funds have held LAMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

73 → 83 → 80 → 102 → 81 new funds/Q
New funds entering each quarter: 83 → 80 → 102 → 81. A growing number of institutions are discovering LAMR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 23% new
Entry-cohort mix of 699 holders: 445 (64%) are 2+ year veterans, 96 entered 1–2 years ago, and 158 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
52 of 689 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in LAMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LAMR

In 2026 Q1, 358 hedge funds were net buyers of LAMR (81 opened a new position, 277 added to an existing one), while 293 reduced or exited (229 trimmed, 64 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in LAMR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 692.

Hedge Fund Ownership: LAMR

How many hedge funds hold LAMR — quarterly history vs. share price
Quarterly hedge fund ownership of LAMR vs. share price

Market Analysis: LAMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LAMR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Lamar Advertising Co (LAMR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LAMR has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
LAMR
+22.0%
XLRE
+10.2%

LAMR outperformed XLRE by +11.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
LAMR
+6.1%
XLRE
+4.1%

Since the filing became public, LAMR outperformed XLRE by +2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 1 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: LAMR
689 + Investors

Track Smart Money conviction in LAMR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 689 675 2.07%
13F Shares 86M 88M -2.78%
Total Value $10.21B $10.99B -7.07%
New Positions 80 102 -22
Increased Positions 274 230 +44
Closed Positions 66 63 +3
Reduced Positions 225 242 -17
Total Calls 4 4 -
Total Puts 4 5 -20.0%
PUT/CALL Ratio 1.0 1.25 Neutral

Statistics: LAMR

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

689 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LAMR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LAMR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LFL Advisers, LLC 12.05% 316,340 $40.1M
2 Makaira Partners LLC 11.88% 120,000 $15.2M
3 Hamlin Capital Management, LLC 4.22% 1,380,667 $174.9M
4 Van Cleef Asset Management,Inc 2.88% 211,448 $26.8M
5 Land & Buildings Investment Management, LLC 2.87% 134,056 $17.0M
6 Palouse Capital Management, Inc. 2.41% 28,820 $3.7M
7 Ellerson Group Inc /Adv 2.36% 28,453 $3.6M
8 Ruffer LLP 1.76% 338,490 $43.0M
9 Twin City Private Wealth, LLC 1.74% 18,125 $2.3M
10 Signature Wealth Management Group 1.64% 34,065 $4.3M
11 Miller Howard Investments Inc /Ny 1.62% 468,026 $59.3M
12 Anchor Capital Advisors LLC 1.56% 432,510 $54.8M
13 Egerton Capital (UK) LLP 1.53% 1,088,744 $137.9M
14 Gilman Hill Asset Management, LLC 1.50% 78,556 $9.9M
15 Osterweis Capital Management Inc 1.31% 201,236 $25.5M
16 Hourglass Capital, LLC 1.28% 48,660 $6.2M
17 Advisory Research Inc 1.18% 75,641 $9.6M
18 Ws Management Lllp 1.14% 101,700 $12.9M
19 Capital Investment Counsel, LLC 1.07% 61,607 $7.8M
20 New England Asset Management Inc 0.96% 59,860 $7.6M
21 JPL Wealth Management, LLC 0.96% 33,079 $4.2M
22 Westco Advisory Services Inc /Adv 0.90% 11,050 $1.4M
23 Stansberry Asset Management, LLC 0.85% 65,154 $8.3M
24 Sage Capital Management, LLC 0.83% 13,909 $1.8M
25 Benedict Financial Advisors Inc 0.75% 28,461 $3.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lamar Advertising Co (LAMR)

What does the Smart Money Trend signal show for LAMR?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added LAMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LAMR?

Slight buying edge — 55% buying: Last quarter: 358 funds bought or added vs 293 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LAMR holders?

Elite ownership — 43% AUM from top-100 funds: 52 of 689 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in LAMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LAMR?

60% of holders stayed for 2+ years: 413 out of 692 hedge funds have held LAMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Lamar Advertising Co (LAMR) following the 2026 Q1 hedge fund 13F filings?

As of today, LAMR has moved +6.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.1% for the XLRE sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), LAMR has gained +22.0% vs +10.2% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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