SBA CommunicationsSBAC
13F holders, Q3 2025 (September 30)680holders −28
89new positions
115sold out
7famous investors
$193.26avg. 13F price*
At the end of Q3 2025, 680 institutions reported holding SBA Communications Corp. (SBAC) in their 13F filings, down 28 from Q2 2025. 89 opened new positions and 115 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($1.9B) and Dodge & Cox ($1.9B). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $282.2M |
| Exits | 115 | $351.6M |
All 13F filers, Q2 2025 → Q3 2025: 9,286,183 shares bought and 11,903,121 shares sold, net −2,616,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 680 holders
| Vanguard Group Inc. | 0.05% | Add +2.3% | 18,163,536 | $3.5B |
| BlackRock, Inc. | 0.03% | Add +1.8% | 10,009,553 | $1.9B |
| Dodge & Cox | 1.01% | Add +12.3% | 9,667,297 | $1.9B |
| JPMorgan Chase & Co. | 0.06% | Reduce -10.2% | 4,957,594 | $958.6M |
| State Street Corp. | 0.03% | Add +3.0% | 4,752,877 | $919.0M |
| Cohen & Steers, Inc. | 1.32% | Reduce -25.0% | 3,781,075 | $731.2M |
| Geode Capital Management, LLC | 0.04% | Add +1.1% | 3,068,959 | $591.2M |
| Deutsche Bank AG | 0.13% | Add +16.1% | 1,931,408 | $373.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.70% | Add +24.6% | 1,855,329 | $358.7M |
| Invesco Ltd. | 0.06% | Add +14.7% | 1,805,376 | $349.1M |
| Dimensional Fund Advisors LP | 0.06% | Add +3.9% | 1,564,790 | $302.6M |
| Principal Financial Group Inc. | 0.15% | Add +0.1% | 1,513,168 | $292.6M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +3.0% | 1,450,843 | $280.5M |
| Legal & General Group Plc | 0.06% | Add +5.9% | 1,422,596 | $275.1M |
| Morgan Stanley | 0.02% | Reduce -12.9% | 1,353,954 | $261.8M |
| Ameriprise Financial Inc. | 0.06% | Add +36.1% | 1,267,351 | $245.0M |
| Nordea Investment Management AB | 0.20% | Add +65.0% | 1,182,076 | $229.1M |
| Northern Trust Corp. | 0.03% | Reduce -2.5% | 1,053,505 | $203.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +15.0% | 1,023,966 | $198.0M |
| FMR LLC | 0.01% | Add +46.2% | 1,016,023 | $196.4M |
| Rush Island Management, LP | 12.51% | Add +161.6% | 943,523 | $182.4M |
| Victory Capital Management Inc. | 0.10% | Reduce -44.6% | 902,294 | $174.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.36% | Add +46.5% | 836,956 | $161.8M |
| Earnest Partners LLC | 0.68% | Add +0.4% | 806,735 | $156.0M |
| Bank of America Corp. | 0.01% | Reduce -23.9% | 780,132 | $150.8M |
| Canada Pension Plan Investment Board | 0.09% | Add +868.0% | 679,212 | $131.3M |
| Amundi | 0.04% | Reduce -19.5% | 688,172 | $130.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.1% | 676,750 | $130.8M |
| Sei Investments Co. | 0.13% | Reduce -5.6% | 601,724 | $116.3M |
| UBS Group AG | 0.02% | Add +3.1% | 599,947 | $116.0M |
| Permit Capital, LLC | 35.02% | No change | 577,922 | $111.7M |
| Nuveen, LLC | 0.03% | Reduce -16.2% | 524,418 | $101.4M |
| Balyasny Asset Management L.P. | 0.18% | Add +139.0% | 439,182 | $84.9M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -31.9% | 411,640 | $79.6M |
| Reaves W H & Co. Inc. | 1.40% | Reduce -6.0% | 406,844 | $78.7M |
| Bristol John W & Co. Inc. | 1.22% | Reduce -1.8% | 400,741 | $77.5M |
| DigitalBridge Group, Inc. | 6.34% | Add +37.2% | 400,120 | $77.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -22.8% | 386,160 | $74.7M |
| AQR Capital Management | 0.05% | Reduce -34.4% | 373,172 | $72.2M |
| Engineers Gate Manager LP | 0.80% | Add +153.1% | 361,198 | $69.8M |
| Rivulet Capital, LLC | 8.19% | Add +12.3% | 361,000 | $69.8M |
| California Public Employees Retirement System | 0.04% | Reduce -10.4% | 330,359 | $63.9M |
| J. Goldman & Co LP | 2.35% | New | 321,607 | $62.2M |
| Swiss National Bank | 0.03% | Reduce -5.3% | 309,800 | $59.9M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +51.4% | 306,762 | $59.3M |
| Bessemer Group Inc. | 0.09% | Reduce -28.0% | 300,213 | $58.0M |
| Millennium Management | 0.05% | Add +16.5% | 298,541 | $57.7M |
| Clearbridge Investments, LLC | 0.04% | Reduce -2.9% | 296,083 | $57.2M |
| Neuberger Berman Group LLC | 0.04% | Reduce -17.7% | 295,775 | $57.2M |
| Russell Investments Group, Ltd. | 0.07% | Reduce -34.8% | 294,757 | $57.0M |
| CI Investments Inc. | 0.21% | Add +0.7% | 294,424 | $56.9M |
| Barclays PLC | 0.02% | Add +22.2% | 262,057 | $50.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.25% | Add +41.5% | 254,345 | $49.2M |
| Rhumbline Advisers | 0.04% | Add +0.5% | 246,559 | $47.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.3% | 225,193 | $43.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +2.1% | 212,888 | $41.2M |
| Schwartz Investment Counsel Inc. | 1.36% | Reduce -23.7% | 209,000 | $40.4M |
| Citigroup Inc. | 0.03% | Add +151.4% | 203,176 | $39.3M |
| Royal Bank of Canada | 0.01% | Add +175.6% | 198,405 | $38.4M |
| Capital International Investors | 0.01% | Reduce -46.4% | 196,549 | $38.0M |
| Lazard Asset Management LLC | 0.05% | Add +34.4% | 195,104 | $37.7M |
| Quantinno Capital Management LP | 0.10% | Add +8.6% | 192,317 | $37.2M |
| Caisse de depot et placement du Quebec | 0.07% | Add +135.9% | 190,702 | $36.9M |
| National Pension Service | 0.03% | Add +3.7% | 187,654 | $36.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.2% | 183,281 | $35.4M |
| Aberdeen Group plc | 0.06% | Add +12.9% | 180,159 | $34.8M |
| California State Teachers Retirement System | 0.03% | Reduce -1.6% | 173,975 | $33.6M |
| BNP Paribas Financial Markets | 0.03% | Reduce -9.1% | 164,014 | $31.7M |
| HSBC Holdings PLC | 0.02% | Reduce -16.4% | 162,964 | $31.5M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +6.0% | 158,756 | $31.1M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -62.2% | 159,571 | $30.9M |
| Centersquare Investment Management LLC | 0.30% | Reduce -4.7% | 154,065 | $29.8M |
| Man Group plc | 0.06% | Add +37.4% | 152,989 | $29.6M |
| UniSuper Management Pty Ltd | 0.18% | Add +93.3% | 152,325 | $29.5M |
| Wells Fargo & Company | 0.01% | Add +8.8% | 147,218 | $28.5M |
| Bank of Montreal | 0.01% | Add +33.0% | 144,683 | $28.0M |
| Schonfeld Strategic Advisors LLC | 0.19% | New | 141,104 | $27.3M |
| Alliancebernstein L.P. | 0.01% | Add +6.8% | 138,139 | $26.7M |
| Natixis | 0.14% | Add +2846.3% | 137,502 | $26.6M |
| Schroder Investment Management Group | 0.02% | Reduce -5.3% | 132,648 | $26.0M |
| Ilex Capital Partners (UK) LLP | 0.82% | New | 132,622 | $25.6M |
| Boothbay Fund Management, LLC | 0.66% | Add +22.0% | 129,055 | $25.0M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.34% | No change | 127,515 | $24.7M |
| Wellington Management Group LLP | 0.00% | Reduce -47.8% | 127,181 | $24.6M |
| Partners Group Holding AG | 1.34% | Reduce -8.4% | 124,802 | $24.1M |
| Federated Hermes, Inc. | 0.04% | Add +0.4% | 121,841 | $23.6M |
| Tudor Investment Corporation | 0.15% | New | 119,420 | $23.1M |
| Citadel Advisors | 0.02% | Reduce -78.6% | 109,986 | $21.3M |
| Pacer Advisors, Inc. | 0.05% | Add +13.7% | 108,296 | $20.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +40.7% | 107,167 | $20.7M |
| Maryland State Retirement & Pension System | 0.43% | Add +2.8% | 104,940 | $20.3M |
| Franklin Resources Inc. | 0.01% | Reduce -9.8% | 101,673 | $19.7M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -7.8% | 98,882 | $19.1M |
| Natixis Advisors, LLC | 0.03% | Reduce -13.4% | 97,945 | $18.9M |
| Aviva PLC | 0.03% | Add +19.3% | 96,466 | $18.7M |
| New York State Teachers Retirement System | 0.04% | Reduce -0.4% | 96,053 | $18.6M |
| Korea Investment CORP | 0.04% | Add +64.2% | 94,748 | $18.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +16.7% | 94,220 | $18.2M |
| First Trust Advisors LP | 0.01% | Reduce -0.8% | 93,939 | $18.2M |
| Magellan Asset Management Ltd | 0.20% | Add +8.2% | 88,125 | $17.0M |
"% of holder's portfolio" is SBAC's weight in each manager's 13F, not the share of SBA Communications Corp. the manager owns.