SBA CommunicationsSBAC
13F holders, Q4 2025 (December 31)684holders +4
70new positions
80sold out
7famous investors
$193.36avg. 13F price*
At the end of Q4 2025, 684 institutions reported holding SBA Communications Corp. (SBAC) in their 13F filings, up 4 from Q3 2025. 70 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($3.5B), Dodge & Cox ($2.3B) and BlackRock, Inc. ($1.9B). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $142.2M |
| Exits | 80 | $289.9M |
All 13F filers, Q3 2025 → Q4 2025: 8,115,488 shares bought and 8,691,053 shares sold, net −575,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 684 holders
| Vanguard Group Inc. | 0.05% | Reduce -1.4% | 17,902,769 | $3.5B |
| Dodge & Cox | 1.25% | Add +24.1% | 11,996,134 | $2.3B |
| BlackRock, Inc. | 0.03% | Reduce -1.1% | 9,900,903 | $1.9B |
| State Street Corp. | 0.03% | Add +3.3% | 4,911,615 | $950.1M |
| JPMorgan Chase & Co. | 0.06% | Reduce -8.8% | 4,521,258 | $874.5M |
| Cohen & Steers, Inc. | 1.21% | Reduce -8.8% | 3,448,807 | $667.1M |
| Geode Capital Management, LLC | 0.04% | Add +0.5% | 3,085,112 | $594.7M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 2.02% | Add +9.7% | 2,034,920 | $393.6M |
| Invesco Ltd. | 0.03% | Add +0.5% | 1,815,032 | $351.1M |
| Deutsche Bank AG | 0.10% | Reduce -17.7% | 1,590,129 | $307.6M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.1% | 1,566,165 | $302.9M |
| Norges Bank | 0.03% | — | 1,565,288 | $302.8M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +5.1% | 1,525,439 | $295.1M |
| Legal & General Group Plc | 0.06% | Add +5.4% | 1,499,036 | $290.0M |
| Morgan Stanley | 0.02% | Add +1.8% | 1,377,798 | $266.5M |
| Ameriprise Financial Inc. | 0.06% | Reduce -0.2% | 1,265,343 | $244.8M |
| Nordea Investment Management AB | 0.21% | Add +5.4% | 1,245,399 | $241.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +21.1% | 1,239,949 | $239.8M |
| Rush Island Management, LP | 14.23% | Add +24.8% | 1,177,595 | $227.8M |
| Arrowstreet Capital, Limited Partnership | 0.12% | Add +256.2% | 1,092,612 | $211.3M |
| Northern Trust Corp. | 0.03% | Reduce -3.8% | 1,013,927 | $196.1M |
| Canada Pension Plan Investment Board | 0.11% | Add +28.5% | 872,649 | $168.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.38% | Reduce -1.0% | 828,733 | $160.4M |
| Amundi | 0.05% | Add +19.7% | 823,503 | $159.3M |
| Millennium Management | 0.12% | Add +171.8% | 811,543 | $157.0M |
| Earnest Partners LLC | 0.65% | Reduce -2.2% | 789,238 | $152.7M |
| FMR LLC | 0.01% | Reduce -26.7% | 745,069 | $144.1M |
| Bank of America Corp. | 0.01% | Reduce -9.0% | 709,639 | $137.3M |
| UBS Group AG | 0.03% | Add +12.2% | 673,127 | $130.2M |
| Sei Investments Co. | 0.12% | Add +4.3% | 627,519 | $121.4M |
| Permit Capital, LLC | 34.62% | Reduce -0.5% | 575,312 | $111.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -15.3% | 573,027 | $110.8M |
| Nuveen, LLC | 0.03% | Add +6.9% | 560,811 | $108.5M |
| DigitalBridge Group, Inc. | 7.18% | Add +19.4% | 477,812 | $92.4M |
| Russell Investments Group, Ltd. | 0.08% | Add +35.1% | 398,154 | $77.0M |
| Citadel Advisors | 0.05% | Add +254.6% | 390,003 | $75.4M |
| Clearbridge Investments, LLC | 0.06% | Add +29.9% | 384,521 | $74.4M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -9.6% | 372,135 | $72.0M |
| AQR Capital Management | 0.04% | Reduce -2.7% | 362,995 | $70.2M |
| Reaves W H & Co. Inc. | 1.23% | Reduce -10.9% | 362,464 | $70.1M |
| Quantinno Capital Management LP | 0.13% | Add +77.3% | 341,010 | $66.0M |
| CI Investments Inc. | 0.28% | Add +13.0% | 332,647 | $64.3M |
| Balyasny Asset Management L.P. | 0.12% | Reduce -27.3% | 319,468 | $61.8M |
| Bristol John W & Co. Inc. | 0.94% | Reduce -21.2% | 315,768 | $61.1M |
| Engineers Gate Manager LP | 0.69% | Reduce -16.1% | 302,883 | $58.6M |
| Swiss National Bank | 0.03% | Reduce -5.0% | 294,200 | $56.9M |
| Barclays PLC | 0.02% | Add +11.3% | 291,545 | $56.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -24.6% | 291,016 | $56.3M |
| Two Sigma Investments, LP | 0.09% | New | 283,097 | $54.8M |
| Neuberger Berman Group LLC | 0.04% | Reduce -5.9% | 278,336 | $53.8M |
| California Public Employees Retirement System | 0.03% | Reduce -16.6% | 275,579 | $53.3M |
| GRS Advisors, LLC | 4.59% | Add +2338.9% | 264,256 | $51.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.25% | Reduce -0.4% | 253,342 | $49.0M |
| Lazard Asset Management LLC | 0.08% | Add +27.4% | 248,476 | $48.1M |
| Rhumbline Advisers | 0.04% | Reduce -3.0% | 239,165 | $46.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +6.3% | 226,271 | $43.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -4.4% | 215,187 | $41.6M |
| Aberdeen Group plc | 0.06% | Add +12.4% | 202,452 | $39.2M |
| BNP Paribas Financial Markets | 0.02% | Add +20.0% | 196,879 | $38.1M |
| Capital International Investors | 0.01% | Add +0.1% | 196,714 | $38.1M |
| Boothbay Fund Management, LLC | 0.94% | Add +40.9% | 181,781 | $35.2M |
| HSBC Holdings PLC | 0.02% | Add +10.0% | 179,229 | $34.7M |
| California State Teachers Retirement System | 0.03% | Add +0.9% | 175,570 | $34.0M |
| SG Americas Securities, LLC | 0.04% | Add +8430.5% | 173,680 | $33.6M |
| Schwartz Investment Counsel Inc. | 1.11% | Reduce -21.5% | 164,000 | $31.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -89.5% | 159,555 | $30.9M |
| Caisse de depot et placement du Quebec | 0.05% | Reduce -18.1% | 156,145 | $30.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +44.1% | 154,381 | $29.9M |
| Alliancebernstein L.P. | 0.01% | Add +10.4% | 152,491 | $29.5M |
| UniSuper Management Pty Ltd | 0.18% | Reduce -0.7% | 151,248 | $29.3M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -5.1% | 150,629 | $29.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | Add +3292.4% | 144,212 | $27.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -24.1% | 139,028 | $26.9M |
| Natixis Advisors, LLC | 0.04% | Add +34.9% | 132,112 | $25.6M |
| Royal Bank of Canada | 0.00% | Reduce -33.9% | 131,080 | $25.4M |
| Partners Group Holding AG | 1.62% | Reduce -0.7% | 123,947 | $24.0M |
| Federated Hermes, Inc. | 0.04% | Add +0.7% | 122,637 | $23.7M |
| Point72 Asset Management | 0.04% | Add +39.5% | 118,166 | $22.9M |
| Wells Fargo & Company | 0.00% | Reduce -20.4% | 117,115 | $22.7M |
| Bank of Montreal | 0.01% | Reduce -24.7% | 109,010 | $21.1M |
| Maryland State Retirement & Pension System | 0.42% | Add +0.8% | 105,784 | $20.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Add +152.1% | 103,466 | $20.0M |
| Korea Investment CORP | 0.04% | Add +8.0% | 102,303 | $19.8M |
| Aviva PLC | 0.03% | Add +4.6% | 100,882 | $19.5M |
| Skylands Capital, LLC | 2.54% | Add +15.0% | 96,715 | $18.7M |
| Centersquare Investment Management LLC | 0.18% | Reduce -37.4% | 96,447 | $18.7M |
| Pacer Advisors, Inc. | 0.05% | Reduce -11.8% | 95,511 | $18.5M |
| New York State Teachers Retirement System | 0.04% | Reduce -1.1% | 94,966 | $18.4M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -4.5% | 94,416 | $18.3M |
| Magellan Asset Management Ltd | 0.22% | Add +6.7% | 94,029 | $18.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.5% | 91,852 | $17.8M |
| Toronto Dominion Bank | 0.03% | Add +2.8% | 89,327 | $17.3M |
| Swedbank AB | 0.02% | Reduce -0.9% | 87,242 | $16.9M |
| Retirement Systems of Alabama | 0.05% | Reduce -2.2% | 82,209 | $15.9M |
| Citigroup Inc. | 0.01% | Reduce -60.2% | 80,843 | $15.6M |
| Ofi Invest Asset Management | 0.22% | New | 92,619 | $15.3M |
| Lido Advisors, LLC | 0.06% | Add +15.5% | 77,836 | $15.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.1% | 77,461 | $15.0M |
| Moran Wealth Management, LLC | 0.45% | Add +157.6% | 76,286 | $14.8M |
| Franklin Resources Inc. | 0.00% | Reduce -26.6% | 74,667 | $14.4M |
"% of holder's portfolio" is SBAC's weight in each manager's 13F, not the share of SBA Communications Corp. the manager owns.