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 Form 13F filings. 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
Q1 2026Dodge & Cox Stock FundBuy84,15012,080,284$2,079,137,679
Q1 2026Sequoia Financial AdvisorsSell-1,6142,118$364,487
Q4 2025Dodge & Cox Stock FundBuy2,328,83711,996,134$2,320,412,200
Q4 2025Sequoia Financial AdvisorsBuy2343,732$721,855
Q3 2025Dodge & Cox Stock FundBuy1,058,8039,667,297$1,869,171,875
Q3 2025Torray FundBuy3597,594$1,468,300
Q3 2025Sequoia Financial AdvisorsSell-1183,498$676,314
Q2 2025Dodge & Cox Stock FundBuy123,2308,608,494$2,021,618,731
Q2 2025Torray FundSell-2,5227,235$1,699,067
Q2 2025Sequoia Financial AdvisorsBuy2623,616$849,102
Q1 2025Dodge & Cox Stock FundBuy1,139,0098,485,264$1,866,842,933
Q1 2025Sequoia Financial AdvisorsSell-1443,354$737,807
Q1 2025Torray FundSell-319,757$2,146,638
Q4 2024Dodge & Cox Stock FundBuy5,722,7407,346,255$1,497,166,769
Q4 2024Sequoia Financial AdvisorsSell-1553,498$712,795
Q4 2024Torray FundBuy679,788$1,994,794
Q3 2024Dodge & Cox Stock FundBuy1,623,5151,623,515$390,780,061
Q3 2024Renaissance Technologies LLCBuy12,00089,849$21,626,654
Q3 2024Torray FundBuy1,2279,721$2,339,845
Q3 2024Sequoia Financial AdvisorsBuy4803,653$879,160
Q3 2024First Eagle U.S. ValueBuy10878$211,335
Q2 2024Torray FundSell-404,1398,494$1,667,372
Q2 2024Akre Capital ManagementBuy319,371500,000$98,150,000
Q2 2024Renaissance Technologies LLCSell-148,80077,849$15,281,759
Q2 2024Sequoia Financial AdvisorsSell-5843,173$622,764
Q2 2024First Eagle U.S. ValueBuy15868$170,388
Q1 2024Torray FundBuy405,841412,633$1,694,594
Q1 2024Renaissance Technologies LLCBuy102,600226,649$49,115
Q1 2024Sequoia Financial AdvisorsSell-4023,757$814,127
Q1 2024First Eagle U.S. ValueBuy7853$184,845

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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