SBA CommunicationsSBAC
13F holders, Q1 2026 (March 31)668holders −16
82new positions
98sold out
9famous investors
$171.98avg. 13F price*
At the end of Q1 2026, 668 institutions reported holding SBA Communications Corp. (SBAC) in their 13F filings, down 16 from Q4 2025. 82 opened new positions and 98 sold out. The largest holders were Dodge & Cox ($2.1B), BlackRock, Inc. ($1.7B) and Vanguard Portfolio Management LLC ($1.7B). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $456.4M |
| Exits | 98 | $120.6M |
All 13F filers, Q4 2025 → Q1 2026: 9,007,433 shares bought and 7,746,164 shares sold, net +1,261,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 668 holders
| Dodge & Cox | 1.14% | Add +0.7% | 12,080,284 | $2.1B |
| BlackRock, Inc. | 0.03% | Add +2.2% | 10,117,027 | $1.7B |
| Vanguard Portfolio Management LLC | 0.09% | — | 9,706,096 | $1.7B |
| Vanguard Capital Management LLC | 0.03% | — | 6,924,961 | $1.2B |
| State Street Corp. | 0.03% | Add +1.0% | 4,961,564 | $853.9M |
| JPMorgan Chase & Co. | 0.05% | Reduce -13.4% | 3,913,048 | $664.6M |
| Geode Capital Management, LLC | 0.03% | Add +2.1% | 3,149,533 | $540.2M |
| Cohen & Steers, Inc. | 0.94% | Reduce -9.2% | 3,133,241 | $539.3M |
| Invesco Ltd. | 0.03% | Add +8.2% | 1,963,968 | $338.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 2.08% | Reduce -4.9% | 1,934,471 | $332.9M |
| Arrowstreet Capital, Limited Partnership | 0.15% | Add +47.8% | 1,615,054 | $278.0M |
| Dimensional Fund Advisors LP | 0.06% | Add +3.0% | 1,612,785 | $277.6M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +3.4% | 1,577,850 | $271.6M |
| Legal & General Group Plc | 0.06% | Add +0.6% | 1,507,591 | $259.5M |
| Nordea Investment Management AB | 0.20% | Add +1.6% | 1,265,463 | $214.0M |
| Morgan Stanley | 0.01% | Reduce -18.9% | 1,117,129 | $192.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.46% | Add +29.7% | 1,074,795 | $185.0M |
| ATLAS Infrastructure Partners (UK) Ltd. | 6.27% | New | 1,034,375 | $178.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -20.2% | 1,010,258 | $173.9M |
| Bank of America Corp. | 0.01% | Add +41.7% | 1,005,366 | $173.0M |
| Northern Trust Corp. | 0.02% | Reduce -3.0% | 983,416 | $169.3M |
| Rush Island Management, LP | 11.30% | Reduce -16.9% | 978,390 | $168.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -23.8% | 944,322 | $162.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +62406.7% | 926,349 | $159.4M |
| Canada Pension Plan Investment Board | 0.10% | Add +4.0% | 907,828 | $156.2M |
| UBS Group AG | 0.03% | Add +31.8% | 887,195 | $152.7M |
| Earnest Partners LLC | 0.56% | Reduce -0.7% | 784,102 | $135.0M |
| Woodline Partners LP | 0.50% | Add +38856.0% | 765,486 | $131.7M |
| FMR LLC | 0.01% | Reduce -5.2% | 706,461 | $121.6M |
| Amundi | 0.03% | Reduce -15.4% | 696,473 | $119.9M |
| Sei Investments Co. | 0.11% | Add +7.1% | 672,105 | $115.7M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 599,375 | $103.2M |
| DigitalBridge Group, Inc. | 6.39% | Add +22.1% | 583,243 | $100.4M |
| Permit Capital, LLC | 33.63% | No change | 575,312 | $99.0M |
| Qube Research & Technologies Ltd | 0.14% | New | 556,438 | $95.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.9% | 544,834 | $93.8M |
| Two Sigma Investments, LP | 0.07% | Add +70.5% | 482,644 | $83.1M |
| Deutsche Bank AG | 0.03% | Reduce -69.9% | 479,215 | $82.5M |
| SG Americas Securities, LLC | 0.09% | Add +170.6% | 469,911 | $80.9M |
| Citadel Advisors | 0.05% | Add +4.0% | 405,444 | $69.8M |
| Bristol John W & Co. Inc. | 1.10% | Add +22.7% | 387,360 | $66.7M |
| Engineers Gate Manager LP | 0.81% | Add +24.3% | 376,341 | $64.8M |
| CI Investments Inc. | 0.29% | Add +3.4% | 343,782 | $59.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.08% | Add +119.3% | 338,553 | $58.3M |
| Barclays PLC | 0.02% | Add +14.3% | 333,253 | $57.4M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -11.6% | 328,908 | $56.6M |
| Reaves W H & Co. Inc. | 0.92% | Reduce -11.0% | 322,464 | $55.5M |
| Swiss National Bank | 0.03% | Add +6.3% | 312,600 | $53.8M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -28.3% | 285,620 | $49.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.23% | Add +5.7% | 267,659 | $46.1M |
| BNP Paribas Financial Markets | 0.03% | Add +33.5% | 262,865 | $45.2M |
| California Public Employees Retirement System | 0.03% | Reduce -11.2% | 244,782 | $42.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.6% | 238,964 | $41.1M |
| Rhumbline Advisers | 0.03% | Reduce -1.1% | 236,603 | $40.7M |
| Nuveen, LLC | 0.01% | Reduce -58.2% | 234,524 | $40.4M |
| Vanguard Global Advisers, LLC | 0.02% | — | 233,149 | $40.1M |
| Neuberger Berman Group LLC | 0.03% | Reduce -18.8% | 225,930 | $38.9M |
| Quantinno Capital Management LP | 0.06% | Reduce -33.9% | 225,281 | $38.8M |
| Aberdeen Group plc | 0.06% | Add +4.0% | 210,569 | $36.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Add +45.1% | 209,290 | $36.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -6.1% | 202,150 | $34.8M |
| Citigroup Inc. | 0.02% | Add +149.1% | 201,380 | $34.7M |
| Clearbridge Investments, LLC | 0.03% | Reduce -48.1% | 199,545 | $34.3M |
| GRS Advisors, LLC | 3.39% | Reduce -24.5% | 199,427 | $34.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | — | 184,498 | $31.8M |
| HSBC Holdings PLC | 0.02% | Reduce -1.7% | 176,106 | $30.3M |
| Boothbay Fund Management, LLC | 0.71% | Reduce -5.4% | 172,012 | $29.6M |
| California State Teachers Retirement System | 0.03% | Reduce -3.0% | 170,380 | $29.3M |
| Tudor Investment Corporation | 0.15% | New | 160,101 | $27.6M |
| Caisse de depot et placement du Quebec | 0.04% | Add +1.7% | 158,819 | $27.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -46.5% | 155,849 | $26.8M |
| AQR Capital Management | 0.01% | Reduce -57.6% | 153,920 | $26.1M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -2.8% | 146,479 | $25.3M |
| Millennium Management | 0.02% | Reduce -82.1% | 145,007 | $25.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -12.2% | 140,072 | $24.1M |
| Partners Group Holding AG | 1.76% | Add +11.6% | 138,373 | $23.8M |
| Wellington Management Group LLP | 0.00% | New | 136,886 | $23.6M |
| Wells Fargo & Company | 0.00% | Add +12.3% | 131,473 | $22.6M |
| Federated Hermes, Inc. | 0.04% | Add +6.8% | 130,931 | $22.5M |
| Acadian Asset Management LLC | 0.03% | Add +18828.7% | 128,526 | $22.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -29.6% | 107,300 | $20.8M |
| Lazard Asset Management LLC | 0.03% | Reduce -51.5% | 120,462 | $20.7M |
| Schonfeld Strategic Advisors LLC | 0.16% | Add +1278.5% | 116,997 | $20.1M |
| Royal Bank of Canada | 0.00% | Reduce -11.7% | 115,803 | $19.9M |
| Skylands Capital, LLC | 2.57% | Add +17.6% | 113,750 | $19.6M |
| UniSuper Management Pty Ltd | 0.13% | Reduce -25.4% | 112,752 | $19.4M |
| Magellan Asset Management Ltd | 0.25% | Add +19.9% | 112,722 | $19.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -22.6% | 107,583 | $18.5M |
| Vanguard Investments Australia, Ltd. | 0.05% | — | 107,076 | $18.4M |
| Walleye Capital LLC | 0.12% | New | 104,553 | $18.0M |
| Aviva PLC | 0.03% | Add +3.0% | 103,874 | $17.9M |
| Empyrean Capital Partners, LP | 0.62% | New | 102,000 | $17.6M |
| Point72 Asset Management | 0.03% | Reduce -13.7% | 101,998 | $17.6M |
| Maryland State Retirement & Pension System | 0.35% | Reduce -4.2% | 101,398 | $17.5M |
| Natixis Advisors, LLC | 0.02% | Reduce -24.5% | 99,801 | $17.2M |
| National Bank of Canada | 0.02% | Add +43.0% | 99,138 | $17.1M |
| Bank of Montreal | 0.01% | Reduce -10.7% | 97,383 | $16.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.1% | 94,864 | $16.3M |
| Korea Investment CORP | 0.03% | Reduce -8.3% | 93,841 | $16.2M |
| Jones Financial Companies LLLP | 0.01% | Add +26542.3% | 95,113 | $15.9M |
"% of holder's portfolio" is SBAC's weight in each manager's 13F, not the share of SBA Communications Corp. the manager owns.