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Sunrun Inc.

RUN
Exchange
Nasdaq
Industry
Construction - Special Trade Contractors
SEC CIK
0001469367

In the last 90 days, Sunrun Inc. insiders filed 0 open-market purchases and 8 sales; 398 institutions reported holding it in 13F filings for Q2 2026, worth $3.57B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q3 2021

Institutional positions in Sunrun Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
478
+3 vs. Q2 2021
Shares held
201.8M
+9.97M (+5.2%) vs. Q2 2021
Total value
$8.87B
−$1.82B (−17.0%) vs. Q2 2021
New holders
68
223 more added
Sold out
65
115 more reduced

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RUN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 478 institutions
Q1 2021: 442 institutionsQ2 2021: 479 institutionsQ3 2021: 478 institutionsQ4 2021: 451 institutionsQ1 2022: 455 institutionsQ2 2022: 415 institutionsQ3 2022: 454 institutionsQ4 2022: 451 institutionsQ1 2023: 411 institutionsQ2 2023: 398 institutionsQ3 2023: 395 institutionsQ4 2023: 402 institutionsQ1 2024: 413 institutionsQ2 2024: 417 institutionsQ3 2024: 439 institutionsQ4 2024: 398 institutionsQ1 2025: 366 institutionsQ2 2025: 367 institutionsQ3 2025: 372 institutionsQ4 2025: 411 institutionsQ1 2026: 400 institutionsQ2 2026: 398 institutions
Value heldQ3 2021: $8.87B
Q1 2021: $11.5BQ2 2021: $10.9BQ3 2021: $8.87BQ4 2021: $6.95BQ1 2022: $6.07BQ2 2022: $4.57BQ3 2022: $5.24BQ4 2022: $4.68BQ1 2023: $4.16BQ2 2023: $3.68BQ3 2023: $2.68BQ4 2023: $4.31BQ1 2024: $3.20BQ2 2024: $3.01BQ3 2024: $4.33BQ4 2024: $2.28BQ1 2025: $1.42BQ2 2025: $1.93BQ3 2025: $4.14BQ4 2025: $4.65BQ1 2026: $3.46BQ2 2026: $3.57B
Institutions holding RUN and their total value by quarter
QuarterHoldersValue
Q2 2026398$3.57B
Q1 2026400$3.46B
Q4 2025411$4.65B
Q3 2025372$4.14B
Q2 2025367$1.93B
Q1 2025366$1.42B
Q4 2024398$2.28B
Q3 2024439$4.33B
Q2 2024417$3.01B
Q1 2024413$3.20B
Q4 2023402$4.31B
Q3 2023395$2.68B
Q2 2023398$3.68B
Q1 2023411$4.16B
Q4 2022451$4.68B
Q3 2022454$5.24B
Q2 2022415$4.57B
Q1 2022455$6.07B
Q4 2021451$6.95B
Q3 2021478$8.87B
Q2 2021479$10.9B
Q1 2021442$11.5B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Sunrun Inc.; share changes are against Q2 2021.

Institutions holding RUN in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.25,816,561$1.14B0.03%+2,752,935+11.9%Added
FMR LLC21,494,912$945.8M0.08%+317,705+1.5%Added
Vanguard Group Inc17,843,246$785.1M0.02%+721,734+4.2%Added
Coatue Management LLCSuperinvestorCoatue Management9,507,942$418.3M1.70%−7,579,568−44.4%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors8,800,183$387.2M1.06%+4,336,069+97.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,659,934$337.0M1.25%+2,742,575+55.8%Added
Tiger Global Management LLCSuperinvestorTiger Global Management7,073,257$311.2M0.60%00.0%Unchanged
State Street Corp6,400,025$281.6M0.01%+684,916+12.0%Added
Invesco Ltd.6,013,778$264.6M0.07%−459,954−7.1%Reduced
Orbis Allan Gray Ltd4,458,305$196.2M1.35%+908,679+25.6%Added
Morgan Stanley3,906,004$171.9M0.02%−1,686,841−30.2%Reduced
Carmignac Gestion3,542,368$155.9M1.95%+2,665,267+303.9%Added
Pictet Asset Management SA3,510,844$154.5M0.17%+3,510,844New
Phoenix Holdings Ltd.2,842,616$125.0M2.23%+115,959+4.3%Added
PointState Capital LP2,691,098$118.4M2.81%−160,912−5.6%Reduced
Geode Capital Management, LLC2,635,956$115.8M0.02%+368,026+16.2%Added
Neuberger Berman Group LLC1,978,695$87.0M0.08%+4,809+0.2%Added
Northern Trust Corp1,900,842$83.6M0.01%+295,500+18.4%Added
Bank of New York Mellon Corp1,873,091$82.4M0.02%+309,190+19.8%Added
Gilder Gagnon Howe & Co LLC1,813,126$79.8M0.41%−40,215−2.2%Reduced
Mirova1,673,520$73.6M9.48%+124,351+8.0%Added
Dimensional Fund Advisors LP1,660,346$73.0M0.02%+259,619+18.5%Added
Deutsche Bank AG1,651,930$72.7M0.03%+502,505+43.7%Added
Ameriprise Financial Inc1,637,165$72.0M0.02%+905,088+123.6%Added
First Trust Advisors LP1,592,266$70.1M0.08%−217,824−12.0%Reduced
Storebrand Asset Management AS1,562,758$68.8M0.34%−21,905−1.4%Reduced
Charles Schwab Investment Management Inc1,558,293$68.6M0.02%+363,291+30.4%Added
Van Eck Associates Corp1,511,546$66.5M0.17%+3,742+0.2%Added
Jericho Capital Asset Management L.P.1,369,000$60.2M1.65%−330,000−19.4%Reduced
Handelsbanken Fonder AB1,332,019$58.6M0.31%+800+0.1%Added
DnB Asset Management AS1,294,335$57.0M0.37%+187,783+17.0%Added
Norges Bank1,264,365$55.6M0.01%+5,914+0.5%Added
Grantham, Mayo, Van Otterloo & Co. LLC1,254,383$55.2M0.27%−37,332−2.9%Reduced
Alps Advisors Inc1,053,053$46.3M0.45%−67,382−6.0%Reduced
Credit Suisse AG960,681$42.3M0.03%+85,624+9.8%Added
Alliancebernstein L.P.947,395$41.7M0.02%+198,351+26.5%Added
Goldman Sachs Group Inc847,540$37.3M0.01%+235,160+38.4%Added
Millennium TVP Management Co., LLC832,582$36.6M58.59%00.0%Unchanged
JPMorgan Chase & Co777,063$34.2M0.00%+96,927+14.3%Added
Millennium Management LLC757,272$33.3M0.04%−273,200−26.5%Reduced
UBS Asset Management Americas Inc753,425$33.2M0.01%+227,801+43.3%Added
Amundi747,149$32.9M0.02%+58,351+8.5%Added
Marshall Wace North America L.P.743,210$32.7M0.14%+252,697+51.5%Added
APG Asset Management N.V.856,091$32.5M0.06%−38,730−4.3%Reduced
Principal Financial Group Inc715,601$31.5M0.02%+147,884+26.0%Added
Allianz Asset Management GmbH696,058$30.6M0.03%−30,062−4.1%Reduced
Susquehanna International Group, LLP694,065$30.5M0.04%−354,985−33.8%Reduced
Erste Asset Management GmbH733,556$30.5M0.60%−92,650−11.2%Reduced
Swiss National Bank683,630$30.1M0.02%−18,500−2.6%Reduced
Legal & General Group Plc668,809$29.4M0.01%+20,432+3.2%Added
Bank of America Corp638,565$28.1M0.00%+7,963+1.3%Added
Nuveen Asset Management, LLC592,607$26.1M0.01%+15,056+2.6%Added
D. E. Shaw & Co., Inc.575,358$25.3M0.03%+411,186+250.5%Added
Balyasny Asset Management LLC541,452$23.8M0.11%+185,698+52.2%Added
Rhumbline Advisers512,608$22.6M0.03%+52,926+11.5%Added
DekaBank Deutsche Girozentrale525,652$22.2M0.06%+90,014+20.7%Added
Twin Tree Management, LP499,411$22.0M0.65%+273,307+120.9%Added
Jane Street Group, LLC478,516$21.1M0.05%−51,271−9.7%Reduced
Royal Bank of Canada474,090$20.9M0.01%+120,617+34.1%Added
Tortoise Capital Advisors, L.L.C.456,546$20.1M0.32%+68,221+17.6%Added
Sumitomo Mitsui Trust Holdings, Inc.452,377$19.9M0.01%−2,620−0.6%Reduced
Barclays PLC444,769$19.6M0.01%−26,007−5.5%Reduced
Cramer Rosenthal McGlynn LLC407,135$17.9M0.61%+5,249+1.3%Added
California Public Employees Retirement System404,819$17.8M0.01%+1,222+0.3%Added
Skandinaviska Enskilda Banken AB (publ)403,130$17.7M0.10%−9,100−2.2%Reduced
Pinebridge Investments, L.P.356,287$15.7M0.19%−14,167−3.8%Reduced
American International Group, Inc.354,591$15.6M0.08%+67,918+23.7%Added
UBS Group AG340,697$15.0M0.01%−86,498−20.2%Reduced
California State Teachers Retirement System338,794$14.9M0.02%−14,585−4.1%Reduced
1832 Asset Management L.P.344,588$14.4M0.03%+64,300+22.9%Added
Citigroup Inc304,146$13.4M0.01%+41,605+15.8%Added
Achmea Investment Management B.V.303,637$13.4M0.41%+303,637New
Impax Asset Management Group plc300,451$13.2M0.05%+1,406+0.5%Added
State Board of Administration of Florida Retirement System300,291$13.2M0.03%−4,318−1.4%Reduced
Putnam Investments LLC300,013$13.2M0.02%+172+0.1%Added
New York State Common Retirement Fund294,825$13.0M0.01%+68,509+30.3%Added
Fred Alger Management, LLC291,405$12.8M0.03%+67,591+30.2%Added
Ardsley Advisory Partners LP285,000$12.5M2.62%−130,500−31.4%Reduced
Shannon River Fund Management LLC282,150$12.4M1.09%+282,150New
Manufacturers Life Insurance Company, The281,891$12.4M0.01%+57,950+25.9%Added
Swedbank AB281,775$12.4M0.02%+38,455+15.8%Added
Brookfield Asset Management Inc.281,400$12.4M0.05%+54,461+24.0%Added
Retirement Systems of Alabama266,644$11.7M0.04%+56,761+27.0%Added
Parametric Portfolio Associates LLC261,872$11.5M0.01%+27,545+11.8%Added
Kayne Anderson Capital Advisors LP258,575$11.4M0.35%+98,050+61.1%Added
Cushing Asset Management, LP250,626$11.0M1.09%+167,487+201.5%Added
Great Lakes Advisors, LLC229,578$10.1M0.16%+223,955+3,982.8%Added
HSBC Holdings PLC223,136$9.83M0.01%+93,258+71.8%Added
UBS Oconnor LLC221,036$9.73M0.08%+221,036New
Essex Investment Management Co LLC216,882$9.54M1.17%+1,051+0.5%Added
Parnassus Investments207,381$9.13M0.02%00.0%Unchanged
Wells Fargo & Company206,328$9.08M0.00%−34,250−14.2%Reduced
Canada Pension Plan Investment Board202,753$8.92M0.01%00.0%Unchanged
Jennison Associates LLC196,758$8.66M0.01%+866+0.4%Added
Merewether Investment Management, LP194,627$8.56M1.22%−77,635−28.5%Reduced
Great West Life Assurance Co192,353$8.52M0.02%+111,906+139.1%Added
Point72 Asset Management, L.P.189,547$8.34M0.04%−411,336−68.5%Reduced
Sphera Funds Management Ltd.189,000$8.32M0.82%+117,000+162.5%Added
Mutual of America Capital Management LLC181,000$7.96M0.08%+39,857+28.2%Added
AXA S.A.177,100$7.79M0.02%+90,200+103.8%Added