SBA Communications Corp. 13F holders
685 funds reported a position in SBA Communications Corp. in their 13F for the quarter ended 30 June 2026, together 105.0 million shares worth $18.52 billion. Against the quarter before, 73 opened a position, 254 added, 240 trimmed and 67 sold out; together they bought a net 919,021 shares. The largest holders: Dodge & Cox, BlackRock, Inc. and Vanguard Portfolio Management LLC.
Funds holding685+15 on Q1 2026
Shares they held105.0Mworth $18.52 billion
Net bought on the quarter919,021 sharesabout $162.2 million at the funds' values
Funds buying to selling327 to 307opened or added, to cut or sold
Opened 73Added 254Held 116Trimmed 240Sold out 67
What each fund did in SBAC against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SBAC in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 300 reported a position in SBA Communications Corp.: 26 opened one, 119 added, 89 trimmed and 41 sold out, a net 1.9 million shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in SBA Communications Corp. in a 13F for the quarter ended 30 September 2026, and 9 more in a 13F for an earlier quarter, the latest each has filed. The largest: Dodge & Cox, 12.3 million shares worth $2.17 billion, 1.1% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 0 funds added or opened a position and 1 trimmed or sold out; together they sold a net 77,928 shares, about $12.4 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Dodge & Cox | 12,323,254 | $2.17 billion | 1.1% | +242,970 | added | 30 June 2026, an earlier quarter | 13F |
| Geode Capital Management | 3,097,985 | $494.2 million | 0.0% | -77,928 | trimmed | 30 September 2026 | 13F |
| Norges Bank | 1,483,684 | $261.8 million | 0.0% | held | 30 June 2026, an earlier quarter | 13F | |
| Citadel Advisors | 1,292,825 | $228.1 million | 0.1% | +887,381 | added | 30 June 2026, an earlier quarter | 13F |
| FMR LLC | 1,033,501 | $182.4 million | 0.0% | +327,040 | added | 30 June 2026, an earlier quarter | 13F |
| Alyeska | 992,057 | $175.1 million | 0.5% | +992,057 | new | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 699,701 | $123.5 million | 0.1% | +554,694 | added | 30 June 2026, an earlier quarter | 13F |
| Point72 Asset Management | 49,105 | $8.7 million | 0.0% | -52,893 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 27,917 | $4.9 million | 0.0% | -454,727 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 6,385 | $1.1 million | 0.0% | -8,267 | trimmed | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Dodge & Cox | 12,323,254 | 11.74% | $2.17 billion | 1.14% | +242,970 | 13F |
| BlackRock, Inc. | 10,138,749 | 9.66% | $1.79 billion | 0.03% | +21,722 | 13F |
| Vanguard Portfolio Management LLC | 9,817,059 | 9.35% | $1.73 billion | 0.08% | +110,963 | 13F |
| Vanguard Capital Management LLC | 6,936,972 | 6.61% | $1.22 billion | 0.03% | +12,011 | 13F |
| State Street Corp. | 5,119,264 | 4.88% | $903.3 million | 0.03% | +157,700 | 13F |
| Cohen & Steers, Inc. | 3,247,729 | 3.09% | $573.1 million | 0.91% | +114,488 | 13F |
| Geode Capital Management, LLC | 3,175,913 | 3.03% | $558.4 million | 0.03% | +26,380 | 13F |
| JPMorgan Chase & Co. | 2,707,005 | 2.58% | $485.9 million | 0.03% | -1,206,043 | 13F |
| Invesco Ltd. | 1,934,968 | 1.84% | $341.4 million | 0.03% | -29,000 | 13F |
| Deutsche Bank AG | 1,812,200 | 1.73% | $319.8 million | 0.09% | +1,332,985 | 13F |
| Charles Schwab Investment Management Inc. | 1,710,278 | 1.63% | $301.8 million | 0.04% | +132,428 | 13F |
| Dimensional Fund Advisors LP | 1,611,278 | 1.54% | $284.3 million | 0.05% | -1,507 | 13F |
| Arrowstreet Capital, Limited Partnership | 1,568,367 | 1.49% | $276.8 million | 0.12% | -46,687 | 13F |
| Norges Bank | 1,483,684 | 1.41% | $261.8 million | 0.03% | 13F | |
| Legal & General Group Plc | 1,428,343 | 1.36% | $252.0 million | 0.05% | -79,248 | 13F |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1,294,155 | 1.23% | $228.4 million | 1.83% | -640,316 | 13F |
| Nordea Investment Management AB | 1,299,681 | 1.24% | $228.3 million | 0.19% | +34,218 | 13F |
| Citadel Advisors LLC | 1,292,825 | 1.23% | $228.1 million | 0.13% | +887,381 | 13F |
| Morgan Stanley | 1,276,825 | 1.22% | $225.3 million | 0.01% | +159,696 | 13F |
| Principal Financial Group Inc. | 1,152,311 | 1.10% | $203.3 million | 0.10% | +1,012,239 | 13F |
| FMR LLC | 1,033,501 | 0.98% | $182.4 million | 0.01% | +327,040 | 13F |
| Northern Trust Corp. | 995,233 | 0.95% | $175.6 million | 0.02% | +11,817 | 13F |
| Alyeska Investment Group, L.P. | 992,057 | 0.95% | $175.1 million | 0.45% | new | 13F |
| Canada Pension Plan Investment Board | 907,828 | 0.86% | $160.2 million | 0.09% | no change | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 900,762 | 0.86% | $158.9 million | 0.03% | -25,587 | 13F |
| Long Pond Capital, LP | 898,715 | 0.86% | $158.6 million | 16.63% | new | 13F |
| Goldman Sachs Group Inc. | 872,692 | 0.83% | $154.0 million | 0.02% | -71,630 | 13F |
| Mitsubishi UFJ Trust & Banking Corp | 820,824 | 0.78% | $144.8 million | 0.32% | -253,971 | 13F |
| Bank of America Corp. | 795,612 | 0.76% | $140.4 million | 0.01% | -209,754 | 13F |
| Earnest Partners LLC | 767,973 | 0.73% | $135.5 million | 0.49% | -16,129 | 13F |
| UBS Group AG | 749,729 | 0.71% | $132.3 million | 0.02% | -137,466 | 13F |
| Millennium Management LLC | 699,701 | 0.67% | $123.5 million | 0.09% | +554,694 | 13F |
| Nuveen, LLC | 614,493 | 0.59% | $108.4 million | 0.03% | +379,969 | 13F |
| Amundi | 599,571 | 0.57% | $105.8 million | 0.03% | -96,902 | 13F |
| Vanguard Fiduciary Trust Co. | 595,442 | 0.57% | $105.1 million | 0.02% | -3,933 | 13F |
| Sei Investments Co. | 591,794 | 0.56% | $104.4 million | 0.09% | -80,311 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 579,337 | 0.55% | $102.2 million | 0.12% | +240,784 | 13F |
| Permit Capital, LLC | 575,312 | 0.55% | $101.5 million | 28.41% | no change | 13F |
| Atlas Infrastructure Partners (UK) Ltd. | 532,422 | 0.51% | $94.0 million | 2.85% | -501,953 | 13F |
| Bank of New York Mellon Corp | 529,263 | 0.50% | $93.4 million | 0.01% | -15,571 | 13F |
| Russell Investments Group, Ltd. | 465,761 | 0.44% | $82.2 million | 0.07% | +180,141 | 13F |
| Rush Island Management, LP | 456,290 | 0.43% | $80.5 million | 5.34% | -522,100 | 13F |
| AQR Capital Management LLC | 413,296 | 0.39% | $72.3 million | 0.03% | +259,376 | 13F |
| Woodline Partners LP | 372,032 | 0.35% | $65.6 million | 0.20% | -393,454 | 13F |
| GRS Advisors, LLC | 368,869 | 0.35% | $65.1 million | 5.50% | +169,442 | 13F |
| Quantinno Capital Management LP | 348,491 | 0.33% | $61.5 million | 0.07% | +123,210 | 13F |
| CI Investments Inc. | 346,801 | 0.33% | $61.2 million | 0.20% | +3,019 | 13F |
| Reaves W H & Co. Inc. | 322,464 | 0.31% | $56.9 million | 0.86% | no change | 13F |
| DigitalBridge Group, Inc. | 320,258 | 0.31% | $56.5 million | 3.40% | -262,985 | 13F |
| Swiss National Bank | 298,300 | 0.28% | $52.6 million | 0.03% | -14,300 | 13F |
The 50 largest of the 685 funds that reported a position in SBAC in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on SBAC
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 59,800 | $10.6 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 52,700 | $9.3 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 30,400 | $5.4 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 4,000 | $705,840 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 8.0 million | 7.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 9.7 million | 9.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 19 August 2026 | 4,620 | $181.40 | SEC |
| 17 August 2026 | 2,116 | $185.20 | SEC |
| 13 August 2026 | 108 | $183.08 | SEC |
| 12 August 2026 | 9,472 | $181.97 | SEC |
| 5 August 2026 | 21 | $187.90 | SEC |
| 29 July 2026 | 229 | $174.93 | SEC |
| 28 July 2026 | 348 | $172.61 | SEC |
| 20 July 2026 | 24,360 | $185.69 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.