- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 8 Aug 2025
- Managers listing it
- 14
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 11 listed it in both
- Shares listed
- 12,669,653
- combined, among listed positions
- Reported value
- $3.0bn
- combined, at the quarter end
Among the 95 comparable managers: 8 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing SBAC in Q2 2025
14 of 14 holders
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 1,573,538 shares now+259,876
- Dodge & Coxexisting position · 8,608,494 shares now+123,230
- Eisler Capital Management Ltdnew position · 26,763 shares now+26,763
- Arrowstreet Capital LPexisting position · 202,561 shares now+26,433
- Winton Group Ltdnew position · 26,179 shares now+26,179
Reductions
- MFS Investment Managementexisting position · 734,581 shares now-886,275
- Man Group PLCexisting position · 111,316 shares now-129,958
- Janus Henderson Group Ltdexisting position · 149,484 shares now-41,072
- AQR Capital Management LLCexisting position · 568,771 shares now-26,318
- Balyasny Asset Management LLCexisting position · 183,758 shares now-11,395
New positions and exits
New (3)
Exited (2)
- Walleye Capital LLCwas $17m
- Tudor Investment Corpwas $16m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2016 | 1 | $50m | n.a. | n.a. |
| Q1 2017 | 18 | $2.3bn | n.a. | n.a. |
| Q2 2017 | 16 | $2.0bn | n.a. | n.a. |
| Q3 2017 | 17 | $1.7bn | n.a. | n.a. |
| Q4 2017 | 17 | $2.0bn | n.a. | n.a. |
| Q1 2018 | 21 | $2.5bn | n.a. | n.a. |
| Q2 2018 | 16 | $2.4bn | n.a. | n.a. |
| Q3 2018 | 20 | $2.1bn | n.a. | n.a. |
| Q4 2018 | 18 | $2.0bn | n.a. | n.a. |
| Q1 2019 | 15 | $2.3bn | n.a. | n.a. |
| Q2 2019 | 19 | $3.0bn | n.a. | n.a. |
| Q3 2019 | 25 | $3.6bn | n.a. | n.a. |
| Q4 2019 | 23 | $3.5bn | n.a. | n.a. |
| Q1 2020 | 28 | $4.3bn | n.a. | n.a. |
| Q2 2020 | 30 | $4.9bn | n.a. | n.a. |
| Q3 2020 | 23 | $5.0bn | n.a. | n.a. |
| Q4 2020 | 23 | $5.0bn | n.a. | n.a. |
| Q1 2021 | 18 | $4.4bn | n.a. | n.a. |
| Q2 2021 | 26 | $4.8bn | n.a. | n.a. |
| Q3 2021 | 22 | $4.8bn | n.a. | n.a. |
| Q4 2021 | 27 | $5.5bn | n.a. | n.a. |
| Q1 2022 | 19 | $4.6bn | n.a. | n.a. |
| Q2 2022 | 18 | $4.8bn | n.a. | n.a. |
| Q3 2022 | 19 | $4.3bn | n.a. | n.a. |
| Q4 2022 | 22 | $4.3bn | n.a. | n.a. |
| Q1 2023 | 24 | $2.9bn | n.a. | n.a. |
| Q2 2023 | 22 | $2.4bn | n.a. | n.a. |
| Q3 2023 | 21 | $2.0bn | n.a. | n.a. |
| Q4 2023 | 20 | $2.8bn | 12 | 9 |
| Q1 2024 | 23 | $2.4bn | 16 | 8 |
| Q2 2024 | 21 | $2.0bn | 15 | 6 |
| Q3 2024 | 21 | $2.6bn | 12 | 11 |
| Q4 2024 | 19 | $2.8bn | 9 | 13 |
| Q1 2025 | 19 | $3.3bn | 12 | 8 |
| Q2 2025 | 14 | $3.0bn | 8 | 8 |
| Q3 2025 | 12 | $2.5bn | 11 | 3 |
| Q4 2025 | 10 | $3.2bn | 17 | 14 |
| Q1 2026 | 12 | $3.0bn | 19 | 15 |
| Q2 2026 | 10 | $2.9bn | 16 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SBAC and WELL →SBAC and EQIX →SBAC and PLD →Choose a stock to compare with SBAC →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SBAC, latest filings →Back to the 13F Explorer →