SBAC

Sba Communications Corp
Real EstateUSCUSIP 78410G104◍ Confluence graph
Tracked 13F Holders
594
-243 QoQ
13F Value (tracked)
$16.7B
Insider Net · 180d
-$55K
0↑ 1↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)25 adding · 22 trimming
Insider net (180d)-$55K

Who owns SBAC?

594 tracked 13F filers

594 tracked 13F filers disclose a position in SBAC as of the latest SEC 13F filings, a combined $16.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1DODGE & COX
$2.1B
12.1M
+0.7%
Added · +84K sh
Q1 2026
2BlackRock, Inc.
$1.7B
10.1M
+2.2%
Added · +216K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$1.7B
9.7M
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$1.2B
6.9M
First observed position
No prior filed position
Q1 2026
5STATE STREET CORP
$903.3M
5.1M
+3.2%
Added · +158K sh
Q2 2026
6JPMORGAN CHASE & CO
$664.6M
3.9M
−13%
Reduced · −608K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$558.4M
3.2M
+0.8%
Added · +26K sh
Q2 2026
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$278.0M
1.6M
+48%
Added · +522K sh
Q1 2026
9DIMENSIONAL FUND ADVISORS LP
$277.6M
1.6M
+3.0%
Added · +47K sh
Q1 2026
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$271.6M
1.6M
+3.4%
Added · +52K sh
Q1 2026
11NORGES BANK
$302.8M
1.6M
+4.7%
Added · +70K sh
Q4 2025
12Legal & General Group Plc
$259.5M
1.5M
+0.6%
Added · +9K sh
Q1 2026
13DIAMOND HILL CAPITAL MANAGEMENT INC
$228.4M
1.3M
−33%
Reduced · −640K sh
Q2 2026
14NORDEA INVESTMENT MANAGEMENT AB
$214.0M
1.3M
+1.6%
Added · +20K sh
Q1 2026
15MORGAN STANLEY
$192.3M
1.1M
−19%
Reduced · −261K sh
Q1 2026
16Mitsubishi UFJ Trust & Banking Corp
$185.0M
1.1M
+30%
Added · +246K sh
Q1 2026
17ATLAS Infrastructure Partners (UK) Ltd.
$178.0M
1.0M
New
+1.0M sh
Q1 2026
18AMERIPRISE FINANCIAL INC
$173.9M
1.0M
−20%
Reduced · −255K sh
Q1 2026
19BANK OF AMERICA CORP /DE/
$173.0M
1.0M
+42%
Added · +296K sh
Q1 2026
20NORTHERN TRUST CORP
$169.3M
983K
−3.0%
Reduced · −31K sh
Q1 2026
21RUSH ISLAND MANAGEMENT, LP
$168.4M
978K
−17%
Reduced · −199K sh
Q1 2026
22GOLDMAN SACHS GROUP INC
$162.5M
944K
−24%
Reduced · −296K sh
Q1 2026
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$159.4M
926K
625×
Added · +925K sh
Q1 2026
24CANADA PENSION PLAN INVESTMENT BOARD
$156.2M
908K
+4.0%
Added · +35K sh
Q1 2026
25Long Pond Capital, LP
$158.6M
899K
New
+899K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SBAC being bought or sold by institutions?

Last quarter, 6 funds opened a new position in SBAC and 19 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
19
funds
Reduced
22
funds
Exited
0
funds

Funds that own SBAC also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT334 funds$305.7B
AMAZON.COM INCAMZN333 funds$229.8B
NVIDIA CORPNVDA327 funds$436.2B
META PLATFORMS INC-CLASS AMETA327 funds$125.3B
APPLE INCAAPL326 funds$334.4B
ALPHABET INC-CL AGOOGL326 funds$192.8B
BROADCOM INCAVGO323 funds$175.7B
VISA INC-CLASS A SHARESV323 funds$69.3B
AMERICAN TOWER CORPAMT322 funds$14.6B
ALPHABET INC-CL CGOOG320 funds$144.2B
JPMORGAN CHASE & COJPM319 funds$71.7B
MASTERCARD INC - AMA319 funds$60.4B

Ranked by how many of SBAC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$55K
1 insiders
Net
-$55K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 17, 2026Krouse George R JrDirectorSell (S)300$55K
May 1, 2025LANGER JACKDirectorSell (S)141$34K
May 1, 2025LANGER JACKDirectorSell (S)1K$328K
May 1, 2025LANGER JACKDirectorSell (S)4K$841K
Mar 7, 2025KOENIG JOSHUAEXECUTIVE VP/GENERAL COUNSELSell (S)2K$495K
Feb 28, 2025Chan Mary SDirectorSell (S)1K$308K
Dec 20, 2024DAY DONALDEVP - SITE LEASINGSell (S)2K$472K
Dec 9, 2024Ciarfella Mark REVP - OPERATIONSSell (S)4K$795K
Sep 13, 2024DAY DONALDEVP - SITE LEASINGSell (S)2K$364K
Aug 21, 2024Krouse George R JrDirectorSell (S)325$71K
Aug 1, 2024STOOPS JEFFREYDirectorSell (S)2K$415K
Aug 1, 2024STOOPS JEFFREYDirectorSell (S)48K$10.6M

Institutional ownership over time

341 funds-140 since Q3 2024
0292584Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.8B

Share classes

Class13F holdersValue held
SBACthis pagecs594 funds$16.7B
78410GAG9Corporate Bond - Domestic1 funds$123K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for SBAC

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Ask your agent what changed in SBAC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SBAC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SBAC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SBAC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.