SBA COMMUNICATIONS CORP (SBAC) Institutional Ownership
SBAC is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.08B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Dodge & Cox Stock Fund, which reported ownership valued at approximately $2.08B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Dodge & Cox Stock Fund's SBAC position is now estimated to be worth approximately $2.24B, representing an estimated gain of +7.76% since the filing period.
Major shareholders tracked on this page include Dodge & Cox Stock Fund, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SBA COMMUNICATIONS CORP (SBAC).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $2,079,502,166 | 12,082,402 |
| Q4 2025 | 2 | $2,321,134,055 | 11,999,866 |
| Q3 2025 | 3 | $1,871,316,489 | 9,678,389 |
| Q2 2025 | 3 | $2,024,166,900 | 8,619,345 |
| Q1 2025 | 3 | $1,869,727,378 | 8,498,375 |
| Q4 2024 | 3 | $1,499,874,358 | 7,359,541 |
| Q3 2024 | 5 | $415,837,055 | 1,727,616 |
| Q2 2024 | 5 | $115,892,283 | 590,384 |
| Q1 2024 | 5 | $41,884,985 | 824,521 |
| Q4 2023 | 5 | $160,561,144 | 632,903 |
| Q3 2023 | 5 | $141,655,227 | 831,600 |
| Q2 2023 | 5 | $181,067,399 | 1,121,180 |
Related SBAC Institutional Insights:
- SBAC Institutional Ownership & Insiders Activity
- SBAC Institutional Ownership & 13F Activity
- SBAC Top Institutional Shareholders
- SBAC Institutional Buying Activity
- SBAC Institutional Selling Activity
- Real Estate Sector Institutional Ownership
- Real Estate Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Real Estate Stocks By Institutional Investors
- Most Sold Real Estate Stocks By Institutional Investors
- SBAC Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings