SBA CommunicationsSBAC
13F holders, Q4 2024 (December 31)665holders −17
54new positions
96sold out
5famous investors
$203.73avg. 13F price*
At the end of Q4 2024, 665 institutions reported holding SBA Communications Corp. (SBAC) in their 13F filings, down 17 from Q3 2024. 54 opened new positions and 96 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.1B) and Dodge & Cox ($1.5B). 5 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $200.3M |
| Exits | 96 | $621.2M |
All 13F filers, Q3 2024 → Q4 2024: 13,237,329 shares bought and 11,396,953 shares sold, net +1,840,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 665 holders
| Vanguard Group Inc. | 0.06% | Add +0.0% | 17,398,651 | $3.5B |
| BlackRock, Inc. | 0.04% | Add +9.8% | 10,118,868 | $2.1B |
| Dodge & Cox | 0.87% | Add +352.5% | 7,346,255 | $1.5B |
| State Street Corp. | 0.04% | Reduce -0.2% | 4,632,154 | $944.0M |
| JPMorgan Chase & Co. | 0.07% | Add +0.1% | 4,258,116 | $867.8M |
| Geode Capital Management, LLC | 0.05% | Add +2.5% | 2,886,158 | $586.8M |
| Deutsche Bank AG | 0.19% | Add +5.9% | 2,411,920 | $491.5M |
| Principal Financial Group Inc. | 0.22% | Reduce -52.6% | 1,965,522 | $400.6M |
| Cohen & Steers, Inc. | 0.73% | Add +29.8% | 1,883,065 | $383.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.67% | Add +8.3% | 1,861,091 | $379.3M |
| Victory Capital Management Inc. | 0.36% | Add +46.5% | 1,781,231 | $363.0M |
| Massachusetts Financial Services Co. | 0.11% | Reduce -2.7% | 1,640,804 | $334.4M |
| Dimensional Fund Advisors LP | 0.07% | Add +0.5% | 1,493,020 | $304.3M |
| Morgan Stanley | 0.02% | Add +1.3% | 1,478,318 | $301.3M |
| Invesco Ltd. | 0.05% | Reduce -11.3% | 1,428,882 | $291.2M |
| Norges Bank | 0.04% | Reduce -3.6% | 1,316,423 | $268.3M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +3.0% | 1,308,511 | $266.7M |
| Legal & General Group Plc | 0.07% | Reduce -1.8% | 1,289,490 | $262.8M |
| Northern Trust Corp. | 0.03% | Add +13.7% | 1,208,790 | $246.4M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.76% | Add +39.6% | 1,100,724 | $224.3M |
| Brookfield Corp | 1.22% | Add +27449.9% | 991,245 | $202.0M |
| Bank of America Corp. | 0.02% | Reduce -9.0% | 957,650 | $195.2M |
| Ameriprise Financial Inc. | 0.05% | Reduce -9.0% | 953,359 | $194.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +1.4% | 898,360 | $183.1M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -15.6% | 855,158 | $174.3M |
| Thrivent Financial for Lutherans | 0.33% | Reduce -4.4% | 836,443 | $170.5M |
| DigitalBridge Group, Inc. | 12.42% | Add +2.8% | 835,342 | $170.2M |
| Earnest Partners LLC | 0.73% | Add +12.1% | 803,081 | $163.7M |
| Amundi | 0.06% | Reduce -19.9% | 805,575 | $162.7M |
| UBS Group AG | 0.03% | Add +142.9% | 762,876 | $155.5M |
| Bank of New York Mellon Corp | 0.03% | Add +9.1% | 736,183 | $150.0M |
| Nordea Investment Management AB | 0.15% | Add +49.3% | 687,496 | $141.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +16.4% | 642,877 | $131.0M |
| Bessemer Group Inc. | 0.20% | Reduce -0.4% | 607,987 | $123.9M |
| Permit Capital, LLC | 41.85% | Reduce -0.8% | 596,280 | $121.5M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -20.7% | 572,537 | $116.7M |
| Rivulet Capital, LLC | 11.26% | Reduce -10.2% | 533,900 | $108.8M |
| Sei Investments Co. | 0.13% | Add +25.2% | 506,029 | $103.1M |
| CI Investments Inc. | 0.38% | Reduce -21.5% | 492,179 | $100.3M |
| Voyager Global Management LP | 3.83% | New | 470,000 | $95.8M |
| American Century Companies Inc. | 0.05% | Reduce -63.3% | 442,247 | $90.1M |
| Reaves W H & Co. Inc. | 2.33% | Add +11.1% | 432,617 | $88.2M |
| Bristol John W & Co. Inc. | 1.40% | Reduce -2.8% | 416,943 | $85.0M |
| D. E. Shaw & Co. | 0.10% | Reduce -51.5% | 412,600 | $84.1M |
| California Public Employees Retirement System | 0.06% | Reduce -0.8% | 410,984 | $83.8M |
| KBC Group NV | 0.23% | Add +212.3% | 410,023 | $83.6M |
| Neuberger Berman Group LLC | 0.06% | Reduce -30.3% | 398,646 | $81.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.18% | Reduce -46.9% | 371,123 | $75.6M |
| Capital International Investors | 0.01% | Reduce -6.3% | 368,428 | $75.1M |
| GRS Advisors, LLC | 7.21% | Add +1.7% | 358,808 | $73.1M |
| FMR LLC | 0.00% | Reduce -7.7% | 358,023 | $73.0M |
| Barclays PLC | 0.04% | Reduce -45.7% | 357,030 | $72.8M |
| Russell Investments Group, Ltd. | 0.10% | Reduce -3.2% | 357,024 | $72.7M |
| AQR Capital Management | 0.09% | Add +55.7% | 325,364 | $66.3M |
| Clearbridge Investments, LLC | 0.05% | Reduce -0.4% | 315,544 | $64.3M |
| Caisse de depot et placement du Quebec | 0.13% | Add +22.5% | 307,839 | $62.7M |
| Swiss National Bank | 0.04% | Reduce -4.8% | 303,500 | $61.9M |
| Man Group plc | 0.19% | Reduce -38.5% | 292,442 | $59.6M |
| M.D. Sass, LLC | 4.54% | Reduce -6.8% | 290,925 | $59.3M |
| Canada Pension Plan Investment Board | 0.06% | Reduce -19.3% | 284,305 | $57.9M |
| Schwartz Investment Counsel Inc. | 2.01% | No change | 274,000 | $55.8M |
| BNP Paribas Financial Markets | 0.04% | Add +47.9% | 251,848 | $51.3M |
| Marshall Wace, LLP | 0.06% | New | 241,888 | $49.3M |
| Employees Retirement System of Texas | 0.48% | Reduce -12.3% | 235,300 | $48.0M |
| Wellington Management Group LLP | 0.01% | Reduce -12.2% | 230,457 | $47.0M |
| Rhumbline Advisers | 0.04% | Reduce -1.3% | 227,670 | $46.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.8% | 225,944 | $46.0M |
| Pictet Asset Management Holding SA | 0.05% | Add +0.8% | 220,756 | $45.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.2% | 212,793 | $43.4M |
| HSBC Holdings PLC | 0.03% | Add +4.3% | 206,873 | $42.1M |
| Schroder Investment Management Group | 0.04% | Reduce -4.1% | 200,742 | $40.8M |
| Centersquare Investment Management LLC | 0.41% | Reduce -14.4% | 192,777 | $39.3M |
| Royal Bank of Canada | 0.01% | Add +24.3% | 184,941 | $37.7M |
| Janus Henderson Group PLC | 0.02% | Add +5.6% | 182,792 | $37.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.23% | Reduce -0.4% | 178,586 | $36.4M |
| California State Teachers Retirement System | 0.04% | Add +0.9% | 174,818 | $35.6M |
| Millennium Management | 0.03% | Reduce -79.3% | 170,600 | $34.8M |
| Benchstone Capital Management LP | 3.46% | — | 164,046 | $33.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Reduce -42.8% | 161,619 | $32.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +3.4% | 163,079 | $32.9M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +6.2% | 160,267 | $32.6M |
| Boothbay Fund Management, LLC | 1.03% | Add +12.9% | 159,662 | $32.5M |
| National Pension Service | 0.03% | Reduce -12.1% | 157,378 | $32.1M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +50.4% | 152,400 | $31.1M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -42.8% | 149,669 | $30.5M |
| Bank of Montreal | 0.02% | Reduce -64.5% | 149,393 | $30.4M |
| Partners Group Holding AG | 1.08% | Reduce -5.0% | 148,175 | $30.2M |
| Wells Fargo & Company | 0.01% | Reduce -58.8% | 144,997 | $29.6M |
| Aberdeen Group plc | 0.06% | Add +34.8% | 144,611 | $29.5M |
| Verition Fund Management LLC | 0.15% | Reduce -1.2% | 143,639 | $29.3M |
| Investment Management Corp of Ontario | 0.93% | Reduce -17.3% | 137,997 | $28.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -10.1% | 134,996 | $27.5M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.42% | — | 129,603 | $26.4M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -3.2% | 131,672 | $26.4M |
| Perpetual Ltd | 0.31% | Add +43.1% | 128,854 | $26.3M |
| Aviva PLC | 0.07% | Reduce -1.9% | 123,895 | $25.2M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -5.0% | 123,007 | $24.6M |
| Los Angeles Capital Management LLC | 0.10% | Add +28.3% | 116,021 | $23.6M |
| Franklin Resources Inc. | 0.01% | Add +12.4% | 114,927 | $23.4M |
| Regions Financial Corp. | 0.17% | Add +21.4% | 113,330 | $23.1M |
"% of holder's portfolio" is SBAC's weight in each manager's 13F, not the share of SBA Communications Corp. the manager owns.