Home › Stocks › SBAC

SBAC — SBA COMMUNICATIONS CORP

Reported value held$12.60B
Funds holding (latest)54
SectorReal Estate

Index member: S&P 500

Funds holding (Q2 2026)46
Institutional value$8.97B · 51.07M sh
New / Add / Cut / Exit3 / 19 / 20 / 1
Top-5 / Top-10 concentration59.6% / 75.4%
Institutional holdings change Accumulating +19.0% (+8.14M sh)
Institutional value change Up +21.9%

As of Q2 2026, 46 SEC-registered investment managers reported holding SBAC (SBA COMMUNICATIONS CORP) in their latest 13F filings, with a combined reported value of $8.97B across 51.07M shares. That is +19.0% by share count (+8.14M shares) versus the previous quarter, while reported value moved +21.9%. Ownership is concentrated: the five largest holders account for 59.6% of reported value and the top ten for 75.4%.

Compared with the prior quarter, 3 opened new positions, 19 added to existing stakes, 20 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SBAC is a constituent of the S&P 500 and is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 17.90M $3.46B 0.05% Reduce
Dodge & Cox history Q2 2026 12.32M $2.17B 1.14% Add
BlackRock Inc history Q2 2026 10.14M $1.79B 0.03% Hold
Geode Capital Management history Q2 2026 3.18M $558.43M 0.03% Add
JPMorgan Chase & Co history Q2 2026 2.71M $485.91M 0.06% New
Invesco Ltd history Q2 2026 1.93M $341.44M 0.03% Reduce
Deutsche Bank AG history Q2 2026 1.81M $319.78M 0.10% Add
Charles Schwab Investment Management history Q2 2026 1.71M $301.80M 0.04% Add
Arrowstreet Capital history Q2 2026 1.57M $276.75M 0.12% Reduce
Norges Bank Investment Management history Q2 2026 1.48M $261.81M 0.03% Reduce
Legal & General Investment Management America history Q2 2026 1.43M $252.05M 0.05% Reduce
Citadel Advisors history Q2 2026 1.38M $244.05M 0.03% Add
Morgan Stanley history Q2 2026 1.28M $225.31M 0.01% Add
Principal Global Investors history Q2 2026 1.15M $203.34M 0.10% Add
Fidelity Management & Research (FMR) history Q2 2026 1.03M $182.37M 0.01% Add
Northern Trust Corp history Q2 2026 995.23K $175.62M 0.02% Add
CPP Investments history Q2 2026 907.83K $160.20M 0.09% Hold
Goldman Sachs Group history Q2 2026 872.69K $154.00M 0.01% Reduce
Bank of America Corp history Q2 2026 795.61K $140.39M 0.01% Reduce
UBS Group AG history Q2 2026 757.63K $133.69M 0.02% Reduce

View all 54 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Dodge & Cox — — — — — — — — — — — — 1.62M 7.35M 8.49M 8.61M 9.67M 12.00M 12.08M 12.32M
BlackRock Inc — — — — — — — — — — — — 9.22M 10.12M 10.04M 9.83M 10.01M 9.90M 10.12M 10.14M
Geode Capital Management 2.41M 2.41M 2.41M 2.43M 2.43M 2.48M 2.53M 2.58M 2.64M 2.68M 2.77M 2.81M 2.82M 2.89M 3.12M 3.03M 3.07M 3.09M 3.15M 3.18M
JPMorgan Chase & Co 396.95K 461.11K 657.48K 1.02M 1.31M 2.19M 2.50M 2.70M 2.61M 2.51M 10.00K 9.80K 4.23M 4.26M 5.97M 5.52M 4.96M 4.52M — 2.71M
Invesco Ltd 950.99K 1.45M 2.10M 2.40M 1.92M 1.63M 727.94K 891.11K 2.14M 2.10M 1.38M 1.49M 1.61M 1.43M 1.31M 1.57M 1.81M 1.82M 1.96M 1.93M
Deutsche Bank AG 2.72M 3.05M 3.18M 3.03M 3.11M 2.88M 2.72M 3.04M 2.56M 2.61M 2.37M 2.28M 2.28M 2.41M 1.30M 1.66M 1.93M 1.59M 479.21K 1.81M
Charles Schwab Investment Management 1.09M 1.07M 1.07M 1.05M 1.06M 1.10M 1.12M 1.13M 1.13M 1.17M 1.20M 1.21M 1.27M 1.31M 1.35M 1.41M 1.45M 1.53M 1.58M 1.71M
Arrowstreet Capital 407.35K 491.89K 717.72K 470.59K 109.23K 8.07K 8.07K — — — 36.45K 3.16K 87.35K 72.93K 176.13K 202.56K 306.76K 1.09M 1.62M 1.57M
Norges Bank Investment Management — — — — — 1.11M — — — 1.13M — 1.34M — 1.32M — 1.49M — 1.57M — 1.48M
Legal & General Investment Management America 1.24M 1.24M 1.29M 1.34M 1.28M 1.32M 1.32M 1.35M 1.35M 1.45M 1.48M 1.48M 1.47M 1.29M 1.30M 1.34M 1.42M 1.50M 1.51M 1.43M
Citadel Advisors 718.65K 308.19K 99.86K 113.46K 768.83K 163.55K 395.20K 574.98K 1.45M 2.73M 1.75M 716.63K 738.26K 60.60K 192.76K 567.61K 150.79K 413.90K 439.04K 1.38M
Morgan Stanley 1.11M 1.29M 1.62M 2.08M 2.16M 2.06M 1.99M 2.02M 1.44M 1.62M 1.72M 1.65M 1.46M 1.48M 1.43M 1.56M 1.35M 1.38M 1.12M 1.28M
Principal Global Investors 2.85M 2.87M 2.89M 2.93M 2.93M 2.79M 2.74M 2.78M 2.80M 2.78M 4.30M 4.20M 4.15M 1.97M 1.53M 1.51M 1.51M 159.56K 140.07K 1.15M
Fidelity Management & Research (FMR) 1.60M 1.52M 2.09M 2.88M 2.64M 2.45M 1.01M 958.43K 641.04K 938.81K 837.87K 328.60K 387.97K 358.02K 638.54K 694.90K 1.02M 745.07K 706.46K 1.03M
Northern Trust Corp 1.22M 1.20M 1.22M 1.20M 1.19M 1.19M 1.20M 1.20M 1.21M 1.16M 1.17M 1.18M 1.06M 1.21M 1.22M 1.08M 1.05M 1.01M 983.42K 995.23K
CPP Investments 850.43K 840.87K 749.16K 377.76K 413.37K 416.26K 435.17K 440.76K 430.76K 418.17K 471.56K 496.96K 352.07K 284.31K 67.62K 70.16K 679.21K 872.65K 907.83K 907.83K
Goldman Sachs Group 713.15K 754.18K 728.52K 945.31K 1.21M 1.17M 1.20M 994.47K 1.25M 1.27M 938.83K 518.59K 552.52K 642.88K 765.43K 890.10K 1.05M 1.24M 944.32K 872.69K
Bank of America Corp 1.01M 955.96K 1.12M 1.06M 978.40K 985.71K 1.09M 1.11M 970.64K 973.46K 1.06M 1.00M 1.05M 957.65K 922.94K 1.02M 780.13K 709.64K 1.01M 795.61K
UBS Group AG 83.52K 77.41K 152.64K 136.16K 144.59K 198.39K 196.59K 257.13K 216.11K 187.40K 242.63K 242.02K 314.05K 762.88K 443.63K 581.87K 600.95K 673.13K 887.20K 757.63K
Millennium Management 375.04K 84.02K 82.42K 61.41K 202.09K 797.09K 421.61K 263.27K 414.56K 1.08M 1.40M 1.27M 823.47K 170.60K 217.54K 256.34K 298.54K 811.54K 145.01K 756.40K

Download holders (CSV)