SBA COMMUNICATIONS CORP (SBAC) Institutional Ownership Changes & 13F Activity

SBA COMMUNICATIONS CORP (SBAC) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Dodge & Cox Stock Fund, Sequoia Financial Advisors, Torray Fund, Renaissance Technologies LLC, and First Eagle U.S. Value.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2023Akre Capital ManagementSell-1,366,551180,629$45,823,771
Q4 2023Parnassus Endeavor FundSell-256,788440,477$111,744,610
Q4 2023Sequoia Financial AdvisorsBuy1,1544,159$1,055,079
Q4 2023Torray FundBuy3536,792$1,723,062
Q4 2023First Eagle U.S. ValueBuy4846$214,622
Q3 2023Renaissance Technologies LLCSell-216,200124,049$24,831
Q3 2023Parnassus Endeavor FundSell-74,687697,265$139,571,535
Q3 2023Torray FundBuy9986,439$1,288,895
Q3 2023Sequoia Financial AdvisorsBuy2733,005$601,423
Q3 2023First Eagle U.S. ValueBuy36842$168,543
Q2 2023Parnassus Endeavor FundBuy83,841771,952$178,907,596
Q2 2023Renaissance Technologies LLCBuy57,032340,249$78,856
Q2 2023Sequoia Financial AdvisorsBuy1,5632,732$633,142
Q2 2023First Eagle U.S. ValueBuy136806$186,799
Q2 2023Torray FundBuy585,441$1,261,006
Q1 2023Parnassus Endeavor FundBuy94,651688,111$179,645,139
Q1 2023Renaissance Technologies LLCBuy54,868283,217$73,939
Q1 2023Sequoia Financial AdvisorsSell-2241,169$305,191
Q1 2023First Eagle U.S. ValueSell-72670$174,917
Q1 2023Torray FundBuy495,383$1,405,340
Q4 2022Renaissance Technologies LLCBuy133,300228,349$64,009
Q4 2022Parnassus Endeavor FundSell-107,697593,460$166,352,773
Q4 2022Sequoia Financial AdvisorsBuy6141,393$390,495
Q4 2022Torray FundBuy2895,334$1,495,174
Q4 2022First Eagle U.S. ValueBuy154742$207,990
Q3 2022Renaissance Technologies LLCSell-22,70095,049$27,056
Q3 2022Torray FundSell-885,045$1,436
Q3 2022First Eagle U.S. ValueBuy9588$167
Q2 2022Parnassus Endeavor FundSell-15,232701,157$224,405
Q2 2022Sequoia Financial AdvisorsBuy100779$249

Frequently asked questions about SBAC activity

  • Which institutional owners are buying SBAC?

    Institutional owners buying SBAC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SBAC activity?

    "Buy" means an investor increased their reported position in SBAC compared to the prior reporting period. This reflects growing exposure to SBA COMMUNICATIONS CORP (SBAC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SBAC increasing?

    Institutional interest in SBAC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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