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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, Q4 2022

Institutional positions in Sunrun Inc. as of Dec 31, 2022. 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
451
+2 vs. Q3 2022
Shares held
194.7M
+5.04M (+2.7%) vs. Q3 2022
Total value
$4.68B
−$552.7M (−10.6%) vs. Q3 2022
New holders
73
180 more added
Sold out
71
130 more reduced

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 holdersQ4 2022: 451 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 heldQ4 2022: $4.68B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Sunrun Inc.; share changes are against Q3 2022.

Institutions holding RUN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.31,011,629$744.9M0.02%−73,121−0.2%Reduced
Vanguard Group Inc18,897,702$453.9M0.01%+367,370+2.0%Added
Orbis Allan Gray Ltd12,215,062$293.4M2.33%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,387,975$177.5M0.64%+395,803+5.7%Added
Grantham, Mayo, Van Otterloo & Co. LLC7,013,339$168.5M0.90%+1,030,900+17.2%Added
State Street Corp6,234,377$149.7M0.01%+304,902+5.1%Added
Invesco Ltd.6,195,106$148.8M0.04%+754,784+13.9%Added
Amundi4,239,129$108.1M0.06%+809,482+23.6%Added
Morgan Stanley4,467,864$107.3M0.01%−257,322−5.4%Reduced
Greenvale Capital LLP3,900,000$93.7M9.09%+1,330,000+51.8%Added
Handelsbanken Fonder AB3,177,396$76.3M0.48%+357,341+12.7%Added
Geode Capital Management, LLC3,060,196$73.5M0.01%+143,419+4.9%Added
Dimensional Fund Advisors LP2,713,375$65.2M0.02%+94,098+3.6%Added
Mirova US LLC2,632,279$63.2M1.27%+45,076+1.7%Added
Robeco Schweiz AG2,592,600$62.3M1.14%−3,400−0.1%Reduced
FMR LLC2,517,576$60.5M0.01%−89,777−3.4%Reduced
DnB Asset Management AS2,108,316$50.6M0.36%+358,420+20.5%Added
Storebrand Asset Management AS2,061,334$49.5M0.27%−27,302−1.3%Reduced
Bank of New York Mellon Corp2,008,022$48.2M0.01%−3,395−0.2%Reduced
Mirova1,998,707$48.0M7.52%−62,295−3.0%Reduced
Phoenix Holdings Ltd.1,982,276$47.6M0.92%−462,789−18.9%Reduced
Erste Asset Management GmbH1,915,734$45.7M0.96%−42,550−2.2%Reduced
Neuberger Berman Group LLC1,815,487$43.6M0.04%−211,491−10.4%Reduced
Citadel Advisors LLC1,781,422$42.8M0.05%−1,293,169−42.1%Reduced
Charles Schwab Investment Management Inc1,776,144$42.7M0.01%+61,925+3.6%Added
Electron Capital Partners, LLC1,740,084$41.8M1.87%+177,339+11.3%Added
Point72 Asset Management, L.P.1,723,560$41.4M0.16%+871,943+102.4%Added
Northern Trust Corp1,696,199$40.7M0.01%+105,652+6.6%Added
Deutsche Bank AG1,670,835$40.1M0.02%+39,856+2.4%Added
Norges Bank1,523,275$36.6M0.01%+43,995+3.0%Added
First Trust Advisors LP1,476,858$35.5M0.04%−209,205−12.4%Reduced
Tortoise Capital Advisors, L.L.C.1,454,052$34.9M0.52%+611,860+72.7%Added
Credit Suisse AG1,444,092$34.7M0.04%+26,088+1.8%Added
Goldman Sachs Group Inc1,254,741$30.1M0.01%−101,421−7.5%Reduced
Carmignac Gestion1,110,649$26.7M0.48%+351,010+46.2%Added
Alps Advisors Inc1,099,199$26.4M0.24%−147,093−11.8%Reduced
Summit Partners Public Asset Management, LLC1,093,352$26.3M1.92%+1,093,352New
Canyon Capital Advisors LLC1,057,600$25.4M2.83%−7,200−0.7%Reduced
D. E. Shaw & Co., Inc.1,036,057$24.9M0.04%+636,236+159.1%Added
Nuveen Asset Management, LLC1,002,583$24.1M0.01%−3,539−0.4%Reduced
Ardsley Advisory Partners LP901,500$21.7M5.48%+84,400+10.3%Added
Principal Financial Group Inc835,336$20.1M0.02%+9,055+1.1%Added
Coatue Management LLCSuperinvestorCoatue Management835,195$20.1M0.23%+835,195New
Barclays PLC769,637$18.5M0.02%+310,832+67.7%Added
JPMorgan Chase & Co736,599$17.7M0.00%−29,207−3.8%Reduced
Bank of America Corp736,384$17.7M0.00%−49,334−6.3%Reduced
Man Group plc727,812$17.5M0.06%+130,536+21.9%Added
UBS Asset Management Americas Inc705,647$16.9M0.01%−1640.0%Reduced
Alliancebernstein L.P.699,843$16.8M0.01%−847,704−54.8%Reduced
Rhumbline Advisers646,252$15.5M0.02%+35,011+5.7%Added
Millennium Management LLC609,733$14.6M0.02%−436,298−41.7%Reduced
Caisse de Depot Et Placement du Quebec609,400$14.6M0.04%−98,600−13.9%Reduced
Kayne Anderson Capital Advisors LP567,540$13.6M0.40%+38,425+7.3%Added
Voya Investment Management LLC554,093$13.3M0.02%+2,520+0.5%Added
Macquarie Group Ltd550,706$13.2M0.02%+4,782+0.9%Added
PGGM Investments531,778$12.8M0.22%00.0%Unchanged
Discovery Capital Management, LLC514,900$12.4M1.83%+514,900New
Twinbeech Capital LP514,195$12.4M0.24%+503,770+4,832.3%Added
Qube Research & Technologies Ltd497,900$12.0M0.07%+143,898+40.6%Added
Legal & General Group Plc492,050$11.8M0.00%+9,768+2.0%Added
Brookfield Asset Management Inc.490,131$11.8M0.04%+72,991+17.5%Added
Group One Trading, L.P.482,518$11.6M0.39%+71,505+17.4%Added
Royal Bank of Canada480,921$11.6M0.00%+85,567+21.6%Added
Swiss National Bank460,900$11.1M0.01%+12,500+2.8%Added
Arrowstreet Capital, Limited Partnership450,371$10.8M0.02%+216,379+92.5%Added
Capital Fund Management S.A.436,907$10.5M0.23%+396,545+982.5%Added
Natixis424,704$10.2M0.06%+159,297+60.0%Added
Healthcare of Ontario Pension Plan Trust Fund409,232$9.83M0.05%+68,332+20.0%Added
BNP Paribas Arbitrage, SA394,524$9.48M0.02%−119,548−23.3%Reduced
Balyasny Asset Management LLC385,233$9.25M0.03%+148,188+62.5%Added
California Public Employees Retirement System378,679$9.10M0.01%−50,967−11.9%Reduced
Prudential Financial Inc376,753$9.05M0.02%+361,948+2,444.8%Added
Cramer Rosenthal McGlynn LLC375,316$9.02M0.40%+11,669+3.2%Added
Sora Investors LLC350,000$8.41M2.90%+150,000+75.0%Added
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)344,800$8.28M0.17%+344,800New
Skandinaviska Enskilda Banken AB (publ)336,070$8.07M0.06%+65,338+24.1%Added
American International Group, Inc.331,847$7.97M0.06%−2,795−0.8%Reduced
Candriam Luxembourg S.C.A.323,110$7.76M0.05%+32,754+11.3%Added
Pinebridge Investments, L.P.319,626$7.68M0.09%+73,642+29.9%Added
Ameriprise Financial Inc315,416$7.58M0.00%−663,586−67.8%Reduced
Caption Management, LLC300,000$7.21M1.21%+209,388+231.1%Added
Russell Investments Group, Ltd.291,540$7.00M0.01%+19,809+7.3%Added
Marex Group plc288,199$6.92M0.98%+288,199New
New York State Common Retirement Fund284,593$6.84M0.01%−66,817−19.0%Reduced
Vontobel Holding Ltd.291,107$6.82M0.07%−27,008−8.5%Reduced
Retirement Systems of Alabama280,877$6.75M0.03%+3,194+1.2%Added
Trillium Asset Management, LLC274,769$6.60M0.20%+22,929+9.1%Added
California State Teachers Retirement System262,193$6.30M0.01%+5,649+2.2%Added
New York State Teachers Retirement System257,144$6.18M0.02%+4,455+1.8%Added
Susquehanna Fundamental Investments, LLC252,377$6.06M0.10%+252,377New
Verition Fund Management LLC252,272$6.06M0.12%+150,770+148.5%Added
Squarepoint Ops LLC251,096$6.03M0.04%+67,712+36.9%Added
State Board of Administration of Florida Retirement System244,694$5.88M0.01%−5,680−2.3%Reduced
KBC Group NV241,141$5.79M0.03%+34,390+16.6%Added
Pictet Asset Management SA239,980$5.76M0.01%−112,366−31.9%Reduced
Manufacturers Life Insurance Company, The234,608$5.64M0.00%+5,183+2.3%Added
Polar Capital Holdings Plc232,000$5.57M0.04%+218,035+1,561.3%Added
Van Eck Associates Corp230,007$5.53M0.01%+10,694+4.9%Added
Nicola Wealth Management Ltd.220,000$5.28M0.54%+20,000+10.0%Added
Jane Street Group, LLC219,832$5.28M0.01%−84,965−27.9%Reduced