SBA COMMUNICATIONS CORP (SBAC) — Institutional Holders, Q2 2026
687 institutional investment managers reported a SBAC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $18.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SBAC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- DEUTSCHE BANK AG\Added · +1,332,985 sh+$235.2M
- PRINCIPAL FINANCIAL GROUPAdded · +1,012,239 sh+$178.6M
- Alyeska Investment Group, L.P.New · +992,057 sh+$175.1M
- Long Pond CapitalNew · +898,715 sh+$158.6M
- CITADEL ADVISORSAdded · +887,381 sh+$156.6M
Biggest sellers
- JPMORGAN CHASETrimmed · -1,206,043 sh-$212.8M
- AMERIPRISE FINANCIALTrimmed · -722,896 sh-$127.6M
- DIAMOND HILL CAPITAL MANAGEMENTTrimmed · -640,316 sh-$113.0M
- RUSH ISLAND MANAGEMENTTrimmed · -522,100 sh-$92.1M
- ATLAS Infrastructure Partners (UK) Ltd.Trimmed · -501,953 sh-$88.6M
SBAC 13F holders ranked 1–100 of 687
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | DODGE & COX#1 · 12,323,254 sh | 12,323,254 | $2.2B | 1.14% | +2.0% |
| 2 | BlackRock#2 · 10,138,749 sh | 10,138,749 | $1.8B | 0.03% | +0.2% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT#3 · 9,817,059 sh | 9,817,059 | $1.7B | 0.08% | +1.1% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 6,936,972 sh | 6,936,972 | $1.2B | 0.03% | +0.2% |
| 5 | STATE STREET#5 · 5,119,264 sh | 5,119,264 | $903.3M | 0.03% | +3.2% |
| 6 | COHEN & STEERS#6 · 3,247,729 sh | 3,247,729 | $573.1M | 0.91% | +3.7% |
| 7 | GEODE CAPITAL MANAGEMENT#7 · 3,175,913 sh | 3,175,913 | $558.4M | 0.03% | +0.8% |
| 8 | JPMORGAN CHASE#8 · 2,707,005 sh | 2,707,005 | $485.9M | 0.03% | -30.8% |
| 9 | Invesco Ltd.#9 · 1,934,968 sh | 1,934,968 | $341.4M | 0.03% | -1.5% |
| 10 | DEUTSCHE BANK AG\#10 · 1,812,200 sh | 1,812,200 | $319.8M | 0.09% | +278.2% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT#11 · 1,710,278 sh | 1,710,278 | $301.8M | 0.04% | +8.4% |
| 12 | DIMENSIONAL FUND ADVISORS#12 · 1,611,278 sh | 1,611,278 | $284.3M | 0.05% | -0.1% |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#13 · 1,568,367 sh | 1,568,367 | $276.8M | 0.12% | -2.9% |
| 14 | NORGES BANK#14 · 1,483,684 sh | 1,483,684 | $261.8M | 0.03% | — |
| 15 | Legal & General Group Plc#15 · 1,428,343 sh | 1,428,343 | $252.0M | 0.05% | -5.3% |
| 16 | DIAMOND HILL CAPITAL MANAGEMENT#16 · 1,294,155 sh | 1,294,155 | $228.4M | 1.83% | -33.1% |
| 17 | NORDEA INVESTMENT MANAGEMENT AB#17 · 1,299,681 sh | 1,299,681 | $228.3M | 0.19% | +2.7% |
| 18 | CITADEL ADVISORS#18 · 1,292,825 sh | 1,292,825 | $228.1M | 0.03% | +218.9% |
| 19 | MORGAN STANLEY#19 · 1,276,825 sh | 1,276,825 | $225.3M | 0.01% | +14.3% |
| 20 | PRINCIPAL FINANCIAL GROUP#20 · 1,152,311 sh | 1,152,311 | $203.3M | 0.10% | +722.7% |
| 21 | FMR#21 · 1,033,501 sh | 1,033,501 | $182.4M | <0.01% | +46.3% |
| 22 | NORTHERN#22 · 995,233 sh | 995,233 | $175.6M | 0.02% | +1.2% |
| 23 | Alyeska Investment Group, L.P.#23 · 992,057 sh | 992,057 | $175.1M | 0.45% | New |
| 24 | CANADA PENSION PLAN INVESTMENT BOARD#24 · 907,828 sh | 907,828 | $160.2M | 0.09% | 0.0% |
| 25 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#25 · 900,762 sh | 900,762 | $158.9M | 0.03% | -2.8% |
| 26 | Long Pond Capital#26 · 898,715 sh | 898,715 | $158.6M | 15.24% | New |
| 27 | GOLDMAN SACHS GROUP#27 · 872,692 sh | 872,692 | $154.0M | 0.01% | -7.6% |
| 28 | Mitsubishi UFJ & Banking#28 · 820,824 sh | 820,824 | $144.8M | 0.32% | -23.6% |
| 29 | BANK OF AMERICA#29 · 795,612 sh | 795,612 | $140.4M | <0.01% | -20.9% |
| 30 | EARNEST PARTNERS#30 · 767,973 sh | 767,973 | $135.5M | 0.49% | -2.1% |
| 31 | UBS Group AG#31 · 749,729 sh | 749,729 | $132.3M | 0.02% | -15.5% |
| 32 | MILLENNIUM MANAGEMENT#32 · 699,701 sh | 699,701 | $123.5M | 0.04% | +382.5% |
| 33 | Nuveen#33 · 614,493 sh | 614,493 | $108.4M | 0.03% | +162.0% |
| 34 | Amundi#34 · 599,571 sh | 599,571 | $105.8M | 0.03% | -13.9% |
| 35 | VANGUARD FIDUCIARY#35 · 595,442 sh | 595,442 | $105.1M | 0.02% | -0.7% |
| 36 | SEI INVESTMENTS#36 · 591,794 sh | 591,794 | $104.4M | 0.09% | -11.9% |
| 37 | MIRAE ASSET GLOBAL ETFS Ltd.#37 · 579,337 sh | 579,337 | $102.2M | 0.12% | +71.1% |
| 38 | Permit Capital#38 · 575,312 sh | 575,312 | $101.5M | 28.41% | 0.0% |
| 39 | ATLAS Infrastructure Partners (UK) Ltd.#39 · 532,422 sh | 532,422 | $94.0M | 2.85% | -48.5% |
| 40 | Bank of New York Mellon#40 · 529,263 sh | 529,263 | $93.4M | 0.02% | -2.9% |
| 41 | Russell Investments Group, Ltd.#41 · 465,761 sh | 465,761 | $82.2M | 0.07% | +63.1% |
| 42 | RUSH ISLAND MANAGEMENT#42 · 456,290 sh | 456,290 | $80.5M | 5.34% | -53.4% |
| 43 | AQR CAPITAL MANAGEMENT#43 · 413,296 sh | 413,296 | $72.3M | 0.03% | +168.5% |
| 44 | Woodline Partners#44 · 372,032 sh | 372,032 | $65.6M | 0.20% | -51.4% |
| 45 | GRS Advisors#45 · 368,869 sh | 368,869 | $65.1M | 5.50% | +85.0% |
| 46 | Quantinno Capital Management#46 · 348,491 sh | 348,491 | $61.5M | 0.07% | +54.7% |
| 47 | CI INVESTMENTS#47 · 346,801 sh | 346,801 | $61.2M | 0.20% | +0.9% |
| 48 | REAVES W H#48 · 322,464 sh | 322,464 | $56.9M | 0.86% | 0.0% |
| 49 | DigitalBridge Group#49 · 320,258 sh | 320,258 | $56.5M | 3.38% | -45.1% |
| 50 | Swiss National Bank#50 · 298,300 sh | 298,300 | $52.6M | 0.03% | -4.6% |
| 51 | AMERIPRISE FINANCIAL#51 · 287,362 sh | 287,362 | $50.7M | 0.01% | -71.6% |
| 52 | PRICE T ROWE ASSOCIATES#52 · 274,868 sh | 274,868 | $48.5M | <0.01% | +76.4% |
| 53 | BNP PARIBAS FINANCIAL MARKETS#53 · 265,613 sh | 265,613 | $46.9M | 0.02% | +1.0% |
| 54 | Mitsubishi UFJ Asset Management , Ltd.#54 · 263,443 sh | 263,443 | $46.5M | 0.03% | +10.2% |
| 55 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#55 · 254,001 sh | 254,001 | $44.8M | 0.22% | -5.1% |
| 56 | BARCLAYS PLC#56 · 244,401 sh | 244,401 | $43.1M | <0.01% | -26.7% |
| 57 | abrdn plc#57 · 232,045 sh | 232,045 | $40.9M | 0.06% | +10.2% |
| 58 | RHUMBLINE ADVISERS#58 · 231,837 sh | 231,837 | $40.9M | 0.03% | -2.0% |
| 59 | Vanguard Global Advisers#59 · 228,484 sh | 228,484 | $40.3M | 0.02% | -2.0% |
| 60 | BRISTOL JOHN W#60 · 228,211 sh | 228,211 | $40.3M | 0.60% | -41.1% |
| 61 | CITIGROUP#61 · 228,209 sh | 228,209 | $40.3M | 0.01% | +13.3% |
| 62 | VANGUARD ASSET MANAGEMENT, Ltd#62 · 205,420 sh | 205,420 | $36.2M | 0.02% | +11.3% |
| 63 | HSBC PLC#63 · 202,146 sh | 202,146 | $35.7M | 0.01% | +14.8% |
| 64 | Neuberger Berman Group#64 · 199,390 sh | 199,390 | $35.2M | 0.02% | -11.7% |
| 65 | Jain Global#65 · 196,942 sh | 196,942 | $34.8M | 0.14% | New |
| 66 | Sumitomo Mitsui#66 · 191,959 sh | 191,959 | $33.9M | 0.02% | -5.0% |
| 67 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#67 · 191,631 sh | 191,631 | $33.8M | 0.05% | -8.4% |
| 68 | Qube Research & Technologies Ltd#68 · 188,930 sh | 188,930 | $33.3M | 0.03% | -66.0% |
| 69 | Clearbridge Investments#69 · 185,696 sh | 185,696 | $32.8M | 0.03% | -6.9% |
| 70 | Ilex Capital Partners (UK) LLP#70 · 173,986 sh | 173,986 | $30.7M | 0.63% | +153.7% |
| 71 | BOOTHBAY FUND MANAGEMENT#71 · 165,975 sh | 165,975 | $29.3M | 0.39% | -3.5% |
| 72 | ROYAL BANK OF CANADA#72 · 156,714 sh | 156,714 | $27.7M | <0.01% | +35.3% |
| 73 | GREAT WEST LIFE ASSURANCE#73 · 153,769 sh | 153,769 | $27.1M | 0.04% | +5.0% |
| 74 | SORA INVESTORS#74 · 147,995 sh | 147,995 | $26.1M | 2.00% | +88.4% |
| 75 | SG Americas Securities#75 · 147,152 sh | 147,152 | $26.0M | 0.01% | -68.7% |
| 76 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#76 · 138,815 sh | 138,815 | $24.5M | 0.01% | -43.3% |
| 77 | Universal- Beteiligungs- und Servicegesellschaft mbH#77 · 131,116 sh | 131,116 | $23.2M | 0.04% | +93.6% |
| 78 | Partners Group Holding AG#78 · 127,069 sh | 127,069 | $22.4M | 1.53% | -8.2% |
| 79 | BNP Paribas Asset Management Holding S.A.#79 · 123,238 sh | 123,238 | $21.7M | 0.02% | +33.7% |
| 80 | FEDERATED HERMES#80 · 121,592 sh | 121,592 | $21.5M | 0.03% | -7.1% |
| 81 | BANK OF MONTREAL#81 · 121,303 sh | 121,303 | $21.4M | <0.01% | +24.6% |
| 82 | WELLS FARGO & COMPANY#82 · 121,175 sh | 121,175 | $21.4M | <0.01% | -7.8% |
| 83 | NATIXIS ADVISORS#83 · 120,142 sh | 120,142 | $21.2M | 0.02% | +20.4% |
| 84 | Magellan Asset Management Ltd#84 · 115,963 sh | 115,963 | $20.5M | 0.46% | +2.9% |
| 85 | Benchstone Capital Management#85 · 113,856 sh | 113,856 | $20.1M | 2.43% | New |
| 86 | UniSuper Management Pty Ltd#86 · 109,689 sh | 109,689 | $19.4M | — | -2.7% |
| 87 | Skylands Capital#87 · 108,880 sh | 108,880 | $19.2M | — | -4.3% |
| 88 | Vanguard Investments Australia, Ltd.#88 · 108,279 sh | 108,279 | $19.1M | 0.05% | +1.1% |
| 89 | Maryland State Retirement & Pension System#89 · 105,785 sh | 105,785 | $18.7M | 0.32% | +4.3% |
| 90 | TUDOR INVESTMENT ET AL#90 · 103,921 sh | 103,921 | $18.3M | 0.03% | -35.1% |
| 91 | AVIVA PLC#91 · 103,799 sh | 103,799 | $18.3M | 0.03% | -0.1% |
| 92 | ENVESTNET ASSET MANAGEMENT#92 · 102,953 sh | 102,953 | $18.2M | <0.01% | -4.3% |
| 93 | JONES FINANCIAL COMPANIES LLLP#93 · 98,412 sh | 98,412 | $18.1M | <0.01% | +3.5% |
| 94 | ALLIANCEBERNSTEIN L.P.#94 · 104,930 sh | 104,930 | $18.1M | <0.01% | -2.2% |
| 95 | KETTLE HILL CAPITAL MANAGEMENT#95 · 101,128 sh | 101,128 | $17.8M | 4.39% | +456.7% |
| 96 | Pacer Advisors#96 · 96,099 sh | 96,099 | $17.0M | 0.04% | -56.7% |
| 97 | OMERS ADMINISTRATION#97 · 90,741 sh | 90,741 | $16.0M | 0.10% | +1676.4% |
| 98 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#98 · 90,062 sh | 90,062 | $15.9M | 0.03% | -2.2% |
| 99 | LAZARD ASSET MANAGEMENT#99 · 89,892 sh | 89,892 | $15.9M | 0.02% | -25.4% |
| 100 | TORONTO DOMINION BANK#100 · 87,668 sh | 87,668 | $15.5M | 0.02% | +15.7% |
Funds that sold out of SBAC in Q2 2026 (69)
Held SBAC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.