SBA CommunicationsSBAC
13F holders, Q1 2025 (March 31)692holders +27
94new positions
66sold out
7famous investors
$220.00avg. 13F price*
At the end of Q1 2025, 692 institutions reported holding SBA Communications Corp. (SBAC) in their 13F filings, up 27 from Q4 2024. 94 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($3.9B), BlackRock, Inc. ($2.2B) and Dodge & Cox ($1.9B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $272.4M |
| Exits | 66 | $259.7M |
All 13F filers, Q4 2024 → Q1 2025: 8,132,725 shares bought and 7,835,423 shares sold, net +297,302 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 692 holders
| Vanguard Group Inc. | 0.07% | Add +1.5% | 17,666,669 | $3.9B |
| BlackRock, Inc. | 0.05% | Reduce -0.8% | 10,039,435 | $2.2B |
| Dodge & Cox | 1.06% | Add +15.5% | 8,485,264 | $1.9B |
| JPMorgan Chase & Co. | 0.10% | Add +40.3% | 5,973,657 | $1.3B |
| State Street Corp. | 0.04% | Reduce -0.9% | 4,588,388 | $1.0B |
| Geode Capital Management, LLC | 0.05% | Add +8.0% | 3,115,909 | $683.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 2.01% | Add +7.3% | 1,996,773 | $439.3M |
| Victory Capital Management Inc. | 0.45% | Add +11.5% | 1,986,133 | $437.0M |
| Cohen & Steers, Inc. | 0.74% | Reduce -3.4% | 1,818,481 | $400.0M |
| Massachusetts Financial Services Co. | 0.12% | Reduce -1.2% | 1,620,856 | $356.6M |
| Principal Financial Group Inc. | 0.19% | Reduce -22.0% | 1,533,578 | $337.4M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.0% | 1,507,938 | $331.8M |
| Morgan Stanley | 0.02% | Reduce -3.4% | 1,427,882 | $314.1M |
| Norges Bank | 0.04% | Add +3.6% | 1,363,496 | $300.0M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +3.2% | 1,350,663 | $297.2M |
| Invesco Ltd. | 0.05% | Reduce -8.1% | 1,313,662 | $289.0M |
| Legal & General Group Plc | 0.08% | Add +0.9% | 1,301,353 | $286.3M |
| Deutsche Bank AG | 0.11% | Reduce -46.3% | 1,295,939 | $285.1M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.03% | Add +17.6% | 1,294,136 | $284.7M |
| Northern Trust Corp. | 0.04% | Add +1.1% | 1,222,279 | $268.9M |
| Brookfield Corp | 0.29% | Add +1.8% | 1,008,947 | $222.0M |
| Ameriprise Financial Inc. | 0.06% | Add +1.8% | 970,058 | $213.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +7.5% | 965,621 | $212.4M |
| Bank of America Corp. | 0.02% | Reduce -3.6% | 922,936 | $203.1M |
| T. Rowe Price Associates Inc. | 0.02% | Add +1.6% | 868,479 | $191.1M |
| Earnest Partners LLC | 0.84% | Reduce -0.3% | 800,790 | $176.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +19.1% | 765,434 | $168.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.7% | 716,418 | $157.6M |
| Nordea Investment Management AB | 0.17% | Add +4.2% | 716,296 | $157.1M |
| Amundi | 0.06% | Reduce -16.1% | 676,143 | $153.3M |
| Nuveen, LLC | 0.05% | — | 695,298 | $153.0M |
| Thrivent Financial for Lutherans | 0.34% | Reduce -18.9% | 678,142 | $149.2M |
| FMR LLC | 0.01% | Add +78.3% | 638,545 | $140.5M |
| DigitalBridge Group, Inc. | 11.11% | Reduce -26.1% | 617,356 | $135.8M |
| AQR Capital Management | 0.13% | Add +82.9% | 595,089 | $130.9M |
| Permit Capital, LLC | 45.07% | Reduce -3.1% | 577,922 | $127.1M |
| Rush Island Management, LP | 7.68% | New | 547,983 | $120.6M |
| Rivulet Capital, LLC | 11.13% | Reduce -3.2% | 516,750 | $113.7M |
| Sei Investments Co. | 0.13% | Reduce -7.1% | 470,299 | $103.5M |
| UBS Group AG | 0.02% | Reduce -41.9% | 443,133 | $97.5M |
| American Century Companies Inc. | 0.06% | Reduce -5.0% | 419,913 | $92.4M |
| Bristol John W & Co. Inc. | 1.54% | Reduce -1.8% | 409,573 | $90.1M |
| Reaves W H & Co. Inc. | 2.28% | Reduce -5.9% | 407,152 | $89.6M |
| California Public Employees Retirement System | 0.06% | Reduce -2.1% | 402,381 | $88.5M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +394.0% | 402,237 | $88.5M |
| Russell Investments Group, Ltd. | 0.12% | Add +10.4% | 394,304 | $86.3M |
| Capital International Investors | 0.02% | Reduce -0.4% | 367,099 | $80.8M |
| KBC Group NV | 0.24% | Reduce -14.2% | 351,930 | $77.4M |
| Bessemer Group Inc. | 0.14% | Reduce -43.3% | 344,725 | $75.8M |
| Neuberger Berman Group LLC | 0.06% | Reduce -14.9% | 339,248 | $74.6M |
| Woodline Partners LP | 0.47% | Add +1069.4% | 326,673 | $71.9M |
| D. E. Shaw & Co. | 0.09% | Reduce -22.8% | 318,633 | $70.1M |
| Clearbridge Investments, LLC | 0.06% | Reduce -3.7% | 303,815 | $66.8M |
| Swiss National Bank | 0.05% | Reduce -0.1% | 303,300 | $66.7M |
| CI Investments Inc. | 0.27% | Reduce -40.8% | 291,517 | $64.1M |
| Schwartz Investment Counsel Inc. | 2.07% | No change | 274,000 | $60.3M |
| Wellington Management Group LLP | 0.01% | Add +13.1% | 260,594 | $57.3M |
| Employees Retirement System of Texas | 0.60% | Add +6.1% | 249,549 | $54.9M |
| Marshall Wace, LLP | 0.07% | Add +1.5% | 245,509 | $54.0M |
| Rhumbline Advisers | 0.05% | Add +6.0% | 241,332 | $53.1M |
| Man Group plc | 0.16% | Reduce -17.5% | 241,274 | $53.1M |
| Qube Research & Technologies Ltd | 0.08% | Add +51.7% | 227,017 | $49.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.0% | 223,737 | $49.2M |
| Caisse de depot et placement du Quebec | 0.10% | Reduce -28.6% | 219,720 | $48.3M |
| Benchstone Capital Management LP | 5.04% | Add +31.5% | 215,726 | $47.5M |
| Millennium Management | 0.05% | Add +24.7% | 212,744 | $46.8M |
| Pictet Asset Management Holding SA | 0.05% | Reduce -6.1% | 207,195 | $45.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -21.6% | 197,430 | $43.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +20.8% | 197,056 | $43.4M |
| Balyasny Asset Management L.P. | 0.11% | New | 195,153 | $42.9M |
| HSBC Holdings PLC | 0.03% | Reduce -6.5% | 193,514 | $42.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.8% | 189,866 | $41.8M |
| Janus Henderson Group PLC | 0.02% | Add +4.3% | 190,556 | $41.3M |
| Barclays PLC | 0.02% | Reduce -49.3% | 180,899 | $39.8M |
| National Pension Service | 0.04% | Add +14.3% | 179,840 | $39.6M |
| Perpetual Ltd | 0.47% | Add +37.8% | 177,560 | $39.1M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +141.5% | 176,128 | $38.7M |
| California State Teachers Retirement System | 0.05% | Add +0.4% | 175,593 | $38.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.23% | Reduce -2.3% | 174,460 | $38.4M |
| Centersquare Investment Management LLC | 0.39% | Reduce -11.7% | 170,147 | $37.4M |
| Partners Group Holding AG | 1.52% | Add +11.1% | 164,641 | $36.2M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +1.0% | 161,922 | $35.7M |
| Alliancebernstein L.P. | 0.01% | Add +13.4% | 153,109 | $33.7M |
| Aberdeen Group plc | 0.06% | Add +5.3% | 152,327 | $33.2M |
| Aviva PLC | 0.08% | Add +16.8% | 144,701 | $31.8M |
| Wells Fargo & Company | 0.01% | Reduce -4.0% | 139,200 | $30.6M |
| Jackson Square Partners, LLC | 4.07% | Add +436.1% | 137,650 | $30.3M |
| Citadel Advisors | 0.03% | New | 136,065 | $29.9M |
| GRS Advisors, LLC | 3.07% | Reduce -62.6% | 134,288 | $29.5M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.48% | No change | 129,603 | $28.5M |
| Investment Management Corp of Ontario | 0.55% | Reduce -10.9% | 122,997 | $27.1M |
| Bank of Montreal | 0.01% | Reduce -19.4% | 120,376 | $26.5M |
| Federated Hermes, Inc. | 0.06% | Add +27.4% | 120,122 | $26.4M |
| Quantinno Capital Management LP | 0.17% | Add +116.0% | 118,951 | $26.2M |
| Franklin Resources Inc. | 0.01% | Add +3.0% | 118,345 | $26.0M |
| Kodai Capital Management LP | 1.02% | Add +53.7% | 117,166 | $25.8M |
| NFJ Investment Group, LLC | 0.82% | Reduce -1.2% | 110,476 | $24.3M |
| Boothbay Fund Management, LLC | 0.86% | Reduce -32.0% | 108,525 | $23.9M |
| New York State Teachers Retirement System | 0.05% | Reduce -4.7% | 106,448 | $23.4M |
| State Board of Administration of Florida Retirement System | 0.05% | No change | 103,811 | $22.8M |
"% of holder's portfolio" is SBAC's weight in each manager's 13F, not the share of SBA Communications Corp. the manager owns.