SBAC — SBA COMMUNICATIONS CORP
Index member: S&P 500
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- JPMorgan Chase & Co 2.71M sh · $485.91M
- Steadfast Capital Management 67.00K sh · $11.82M
- MFS Investment Management 1.15K sh · $203.10K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 12.38K sh · $2.13M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details