SBA CommunicationsSBAC
13F holders, Q2 2026 (June 30)683holders +15
82new positions
65sold out
9famous investors
$176.49avg. 13F price*
At the end of Q2 2026, 683 institutions reported holding SBA Communications Corp. (SBAC) in their 13F filings, up 15 from Q1 2026. 82 opened new positions and 65 sold out. The largest holders were Dodge & Cox ($2.2B), BlackRock, Inc. ($1.8B) and Vanguard Portfolio Management LLC ($1.7B). 9 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- SBA Communications Corp.
- Sector
- Real Estate
- CUSIP
- 78410G104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $477.7M |
| Exits | 65 | $98.7M |
All 13F filers, Q1 2026 → Q2 2026: 10,674,392 shares bought and 9,795,485 shares sold, net +878,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 683 holders
| Dodge & Cox | 1.14% | Add +2.0% | 12,323,254 | $2.2B |
| BlackRock, Inc. | 0.03% | Add +0.2% | 10,138,749 | $1.8B |
| Vanguard Portfolio Management LLC | 0.08% | Add +1.1% | 9,817,059 | $1.7B |
| Vanguard Capital Management LLC | 0.03% | Add +0.2% | 6,936,972 | $1.2B |
| State Street Corp. | 0.03% | Add +3.2% | 5,119,264 | $903.3M |
| Cohen & Steers, Inc. | 0.91% | Add +3.6% | 3,247,729 | $573.1M |
| Geode Capital Management, LLC | 0.03% | Add +0.8% | 3,175,913 | $558.4M |
| JPMorgan Chase & Co. | 0.03% | Reduce -30.8% | 2,707,005 | $485.9M |
| Invesco Ltd. | 0.03% | Reduce -1.5% | 1,934,968 | $341.4M |
| Deutsche Bank AG | 0.09% | Add +278.2% | 1,812,200 | $319.8M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +8.4% | 1,710,278 | $301.8M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.1% | 1,611,278 | $284.3M |
| Arrowstreet Capital, Limited Partnership | 0.12% | Reduce -2.9% | 1,568,367 | $276.8M |
| Norges Bank | 0.03% | — | 1,483,684 | $261.8M |
| Legal & General Group Plc | 0.05% | Reduce -5.3% | 1,428,343 | $252.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.83% | Reduce -33.1% | 1,294,155 | $228.4M |
| Nordea Investment Management AB | 0.19% | Add +2.7% | 1,299,681 | $228.3M |
| Citadel Advisors | 0.13% | Add +218.9% | 1,292,825 | $228.1M |
| Morgan Stanley | 0.01% | Add +14.3% | 1,276,825 | $225.3M |
| Principal Financial Group Inc. | 0.10% | Add +722.7% | 1,152,311 | $203.3M |
| FMR LLC | 0.01% | Add +46.3% | 1,033,501 | $182.4M |
| Northern Trust Corp. | 0.02% | Add +1.2% | 995,233 | $175.6M |
| Alyeska Investment Group, L.P. | 0.45% | New | 992,057 | $175.1M |
| Canada Pension Plan Investment Board | 0.09% | No change | 907,828 | $160.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -2.8% | 900,762 | $158.9M |
| Long Pond Capital, LP | 16.63% | New | 898,715 | $158.6M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -7.6% | 872,692 | $154.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.32% | Reduce -23.6% | 820,824 | $144.8M |
| Bank of America Corp. | 0.01% | Reduce -20.9% | 795,612 | $140.4M |
| Earnest Partners LLC | 0.49% | Reduce -2.1% | 767,973 | $135.5M |
| UBS Group AG | 0.02% | Reduce -15.5% | 749,729 | $132.3M |
| Millennium Management | 0.09% | Add +382.5% | 699,701 | $123.5M |
| Nuveen, LLC | 0.03% | Add +162.0% | 614,493 | $108.4M |
| Amundi | 0.03% | Reduce -13.9% | 599,571 | $105.8M |
| Vanguard Fiduciary Trust Co. | 0.02% | Reduce -0.7% | 595,442 | $105.1M |
| Sei Investments Co. | 0.09% | Reduce -11.9% | 591,794 | $104.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.12% | Add +71.1% | 579,337 | $102.2M |
| Permit Capital, LLC | 28.41% | No change | 575,312 | $101.5M |
| ATLAS Infrastructure Partners (UK) Ltd. | 2.85% | Reduce -48.5% | 532,422 | $94.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.9% | 529,263 | $93.4M |
| Russell Investments Group, Ltd. | 0.07% | Add +63.1% | 465,761 | $82.2M |
| Rush Island Management, LP | 5.34% | Reduce -53.4% | 456,290 | $80.5M |
| AQR Capital Management | 0.03% | Add +168.5% | 413,296 | $72.3M |
| Woodline Partners LP | 0.20% | Reduce -51.4% | 372,032 | $65.6M |
| GRS Advisors, LLC | 5.50% | Add +85.0% | 368,869 | $65.1M |
| Quantinno Capital Management LP | 0.07% | Add +54.7% | 348,491 | $61.5M |
| CI Investments Inc. | 0.20% | Add +0.9% | 346,801 | $61.2M |
| Reaves W H & Co. Inc. | 0.86% | No change | 322,464 | $56.9M |
| DigitalBridge Group, Inc. | 3.41% | Reduce -45.1% | 320,258 | $56.5M |
| Swiss National Bank | 0.03% | Reduce -4.6% | 298,300 | $52.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -71.6% | 287,362 | $50.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +76.4% | 274,868 | $48.5M |
| BNP Paribas Financial Markets | 0.02% | Add +1.1% | 265,613 | $46.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +10.2% | 263,443 | $46.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.22% | Reduce -5.1% | 254,001 | $44.8M |
| Barclays PLC | 0.01% | Reduce -26.7% | 244,401 | $43.1M |
| Aberdeen Group plc | 0.06% | Add +10.2% | 232,045 | $40.9M |
| Rhumbline Advisers | 0.03% | Reduce -2.0% | 231,837 | $40.9M |
| Vanguard Global Advisers, LLC | 0.02% | Reduce -2.0% | 228,484 | $40.3M |
| Bristol John W & Co. Inc. | 0.60% | Reduce -41.1% | 228,211 | $40.3M |
| Citigroup Inc. | 0.02% | Add +13.3% | 228,209 | $40.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | Add +11.3% | 205,420 | $36.2M |
| HSBC Holdings PLC | 0.02% | Add +14.8% | 202,146 | $35.7M |
| Neuberger Berman Group LLC | 0.02% | Reduce -11.8% | 199,390 | $35.2M |
| Jain Global LLC | 0.44% | New | 196,942 | $34.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -5.0% | 191,959 | $33.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | Reduce -8.4% | 191,631 | $33.8M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -66.0% | 188,930 | $33.3M |
| Clearbridge Investments, LLC | 0.03% | Reduce -6.9% | 185,696 | $32.8M |
| Ilex Capital Partners (UK) LLP | 0.63% | Add +153.7% | 173,986 | $30.7M |
| Boothbay Fund Management, LLC | 0.57% | Reduce -3.5% | 165,975 | $29.3M |
| Royal Bank of Canada | 0.00% | Add +35.3% | 156,714 | $27.7M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +5.0% | 153,769 | $27.1M |
| Sora Investors LLC | 2.00% | Add +88.3% | 147,995 | $26.1M |
| SG Americas Securities, LLC | 0.01% | Reduce -68.7% | 147,152 | $26.0M |
| California State Teachers Retirement System | 0.02% | Reduce -13.7% | 147,041 | $25.9M |
| California Public Employees Retirement System | 0.01% | Reduce -43.3% | 138,815 | $24.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Add +93.6% | 131,116 | $23.2M |
| Partners Group Holding AG | 1.53% | Reduce -8.2% | 127,069 | $22.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +33.7% | 123,238 | $21.7M |
| Federated Hermes, Inc. | 0.03% | Reduce -7.1% | 121,592 | $21.5M |
| Bank of Montreal | 0.01% | Add +24.6% | 121,303 | $21.4M |
| Wells Fargo & Company | 0.00% | Reduce -7.8% | 121,175 | $21.4M |
| Natixis Advisors, LLC | 0.02% | Add +20.4% | 120,142 | $21.2M |
| Magellan Asset Management Ltd | 0.46% | Add +2.9% | 115,963 | $20.5M |
| Benchstone Capital Management LP | 2.50% | New | 113,856 | $20.1M |
| UniSuper Management Pty Ltd | 0.10% | Reduce -2.7% | 109,689 | $19.4M |
| Skylands Capital, LLC | 2.36% | Reduce -4.3% | 108,880 | $19.2M |
| Vanguard Investments Australia, Ltd. | 0.05% | Add +1.1% | 108,279 | $19.1M |
| Maryland State Retirement & Pension System | 0.32% | Add +4.3% | 105,785 | $18.7M |
| Tudor Investment Corporation | 0.08% | Reduce -35.1% | 103,921 | $18.3M |
| Aviva PLC | 0.03% | Reduce -0.1% | 103,799 | $18.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.3% | 102,953 | $18.2M |
| Jones Financial Companies LLLP | 0.01% | Add +3.5% | 98,412 | $18.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.2% | 104,930 | $18.1M |
| Kettle Hill Capital Management, LLC | 4.39% | Add +456.8% | 101,128 | $17.8M |
| Pacer Advisors, Inc. | 0.04% | Add +4.6% | 96,099 | $17.0M |
| OMERS ADMINISTRATION Corp | 0.10% | Add +1676.5% | 90,741 | $16.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -2.2% | 90,062 | $15.9M |
| Lazard Asset Management LLC | 0.02% | Reduce -25.4% | 89,892 | $15.9M |
"% of holder's portfolio" is SBAC's weight in each manager's 13F, not the share of SBA Communications Corp. the manager owns.