SBA CommunicationsSBAC
13F holders, Q2 2025 (June 30)708holders +16
89new positions
73sold out
6famous investors
$234.71avg. 13F price*
At the end of Q2 2025, 708 institutions reported holding SBA Communications Corp. (SBAC) in their 13F filings, up 16 from Q1 2025. 89 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock, Inc. ($2.3B) and Dodge & Cox ($2.0B). 6 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $108.8M |
| Exits | 73 | $421.7M |
All 13F filers, Q1 2025 → Q2 2025: 8,586,623 shares bought and 8,553,614 shares sold, net +33,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 708 holders
| Vanguard Group Inc. | 0.07% | Add +0.5% | 17,760,251 | $4.2B |
| BlackRock, Inc. | 0.04% | Reduce -2.1% | 9,830,058 | $2.3B |
| Dodge & Cox | 1.14% | Add +1.4% | 8,608,494 | $2.0B |
| JPMorgan Chase & Co. | 0.09% | Reduce -7.6% | 5,520,757 | $1.3B |
| Cohen & Steers, Inc. | 2.17% | Add +177.2% | 5,041,055 | $1.2B |
| State Street Corp. | 0.04% | Add +0.5% | 4,613,181 | $1.1B |
| Geode Capital Management, LLC | 0.05% | Reduce -2.6% | 3,034,166 | $709.8M |
| Deutsche Bank AG | 0.14% | Add +28.4% | 1,663,299 | $390.6M |
| Victory Capital Management Inc. | 0.25% | Reduce -17.9% | 1,630,163 | $382.8M |
| Invesco Ltd. | 0.06% | Add +19.8% | 1,573,538 | $369.5M |
| Morgan Stanley | 0.02% | Add +8.9% | 1,555,232 | $365.2M |
| Principal Financial Group Inc. | 0.19% | Reduce -1.4% | 1,512,461 | $355.2M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -0.1% | 1,506,341 | $353.7M |
| Norges Bank | 0.04% | Add +9.6% | 1,494,993 | $351.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.61% | Reduce -25.4% | 1,488,838 | $349.6M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +4.3% | 1,408,375 | $330.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.09% | Add +6.8% | 1,381,648 | $324.5M |
| Legal & General Group Plc | 0.08% | Add +3.2% | 1,343,024 | $315.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +23.8% | 1,195,553 | $280.8M |
| Northern Trust Corp. | 0.03% | Reduce -11.6% | 1,080,021 | $253.6M |
| Bank of America Corp. | 0.02% | Add +11.0% | 1,024,692 | $240.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -4.0% | 931,280 | $218.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +16.3% | 890,100 | $209.0M |
| Amundi | 0.07% | Add +26.4% | 854,801 | $198.6M |
| Earnest Partners LLC | 0.85% | Add +0.3% | 803,536 | $188.7M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -54.7% | 734,581 | $172.5M |
| Nordea Investment Management AB | 0.15% | Add +0.0% | 716,518 | $165.6M |
| FMR LLC | 0.01% | Add +8.8% | 694,899 | $163.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.5% | 691,371 | $162.4M |
| Sei Investments Co. | 0.17% | Add +35.5% | 637,440 | $149.7M |
| Nuveen, LLC | 0.04% | Reduce -10.0% | 626,011 | $147.0M |
| Thrivent Financial for Lutherans | 0.32% | Reduce -10.9% | 604,388 | $141.9M |
| UBS Group AG | 0.03% | Add +31.3% | 581,768 | $136.6M |
| Permit Capital, LLC | 43.96% | No change | 577,922 | $135.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.31% | Add +799.8% | 571,308 | $134.2M |
| AQR Capital Management | 0.11% | Reduce -4.4% | 568,771 | $131.5M |
| Daiwa Securities Group Inc. | 0.45% | Add +1328.4% | 522,215 | $122.6M |
| Citadel Advisors | 0.11% | Add +278.0% | 514,306 | $120.8M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -42.4% | 500,487 | $117.5M |
| Russell Investments Group, Ltd. | 0.14% | Add +14.6% | 452,025 | $105.6M |
| Reaves W H & Co. Inc. | 2.25% | Add +6.3% | 432,648 | $101.6M |
| American Century Companies Inc. | 0.05% | Add +1.2% | 425,098 | $99.8M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +4.9% | 421,822 | $99.1M |
| Bessemer Group Inc. | 0.16% | Add +21.0% | 417,074 | $97.9M |
| Bristol John W & Co. Inc. | 1.55% | Reduce -0.4% | 408,007 | $95.8M |
| California Public Employees Retirement System | 0.06% | Reduce -8.4% | 368,693 | $86.6M |
| Capital International Investors | 0.01% | Reduce -0.0% | 366,991 | $86.2M |
| Rush Island Management, LP | 5.51% | Reduce -34.2% | 360,661 | $84.7M |
| Neuberger Berman Group LLC | 0.07% | Add +5.9% | 359,327 | $84.4M |
| Swiss National Bank | 0.05% | Add +7.8% | 327,000 | $76.8M |
| Rivulet Capital, LLC | 7.33% | Reduce -37.8% | 321,470 | $75.5M |
| Clearbridge Investments, LLC | 0.06% | Add +0.3% | 304,868 | $71.6M |
| CI Investments Inc. | 0.26% | Add +0.3% | 292,368 | $68.7M |
| DigitalBridge Group, Inc. | 6.91% | Reduce -52.8% | 291,547 | $68.5M |
| Schwartz Investment Counsel Inc. | 2.12% | No change | 274,000 | $64.3M |
| Millennium Management | 0.06% | Add +20.5% | 256,338 | $60.2M |
| Rhumbline Advisers | 0.05% | Add +1.7% | 245,421 | $57.6M |
| Employees Retirement System of Texas | 0.55% | Reduce -1.8% | 244,965 | $57.5M |
| Wellington Management Group LLP | 0.01% | Reduce -6.5% | 243,691 | $57.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.4% | 224,547 | $52.7M |
| Barclays PLC | 0.02% | Add +18.6% | 214,508 | $50.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +5.8% | 208,463 | $49.0M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +15.0% | 202,561 | $47.6M |
| HSBC Holdings PLC | 0.03% | Add +0.7% | 194,899 | $45.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.8% | 193,247 | $45.4M |
| Balyasny Asset Management L.P. | 0.10% | Reduce -5.8% | 183,758 | $43.2M |
| Perpetual Ltd | 0.51% | Add +3.4% | 183,622 | $43.1M |
| National Pension Service | 0.04% | Add +0.6% | 180,982 | $42.5M |
| BNP Paribas Financial Markets | 0.03% | Reduce -8.6% | 180,441 | $42.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.22% | Add +3.0% | 179,706 | $42.2M |
| Quantinno Capital Management LP | 0.18% | Add +48.9% | 177,170 | $41.6M |
| California State Teachers Retirement System | 0.05% | Add +0.7% | 176,776 | $41.5M |
| Centersquare Investment Management LLC | 0.39% | Reduce -5.0% | 161,687 | $38.0M |
| Aberdeen Group plc | 0.06% | Add +4.7% | 159,511 | $37.5M |
| GRS Advisors, LLC | 3.48% | Add +15.0% | 154,379 | $36.3M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -7.5% | 149,790 | $35.2M |
| Janus Henderson Group PLC | 0.02% | Reduce -21.6% | 149,484 | $35.1M |
| Lazard Asset Management LLC | 0.05% | Add +49.9% | 145,157 | $34.1M |
| Engineers Gate Manager LP | 0.42% | New | 142,738 | $33.5M |
| Schroder Investment Management Group | 0.03% | Add +204.6% | 140,042 | $32.9M |
| Partners Group Holding AG | 1.50% | Reduce -17.2% | 136,298 | $32.0M |
| Wells Fargo & Company | 0.01% | Reduce -2.8% | 135,324 | $31.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -15.6% | 129,295 | $30.4M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.44% | Reduce -1.6% | 127,515 | $29.9M |
| KBC Group NV | 0.08% | Reduce -64.0% | 126,514 | $29.7M |
| Investment Management Corp of Ontario | 0.42% | Reduce -0.3% | 122,597 | $28.8M |
| Federated Hermes, Inc. | 0.05% | Add +1.1% | 121,391 | $28.5M |
| Natixis Advisors, LLC | 0.04% | Add +12.5% | 113,066 | $26.6M |
| Franklin Resources Inc. | 0.01% | Reduce -4.8% | 112,660 | $26.5M |
| Man Group plc | 0.06% | Reduce -53.9% | 111,316 | $26.1M |
| Bank of Montreal | 0.01% | Reduce -9.6% | 108,780 | $25.5M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +3.3% | 107,249 | $25.2M |
| Gateway Investment Advisers LLC | 0.27% | Add +21.1% | 106,854 | $25.1M |
| Boothbay Fund Management, LLC | 0.79% | Reduce -2.5% | 105,768 | $24.8M |
| Maryland State Retirement & Pension System | 0.53% | Add +6.1% | 102,053 | $24.0M |
| NFJ Investment Group, LLC | 0.81% | Reduce -10.2% | 99,268 | $23.3M |
| New York State Teachers Retirement System | 0.05% | Reduce -9.4% | 96,397 | $22.6M |
| Pacer Advisors, Inc. | 0.06% | Add +0.3% | 95,288 | $22.4M |
| First Trust Advisors LP | 0.02% | Add +11.3% | 94,692 | $22.2M |
| Swedbank AB | 0.02% | Add +11.0% | 87,814 | $20.6M |
"% of holder's portfolio" is SBAC's weight in each manager's 13F, not the share of SBA Communications Corp. the manager owns.