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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 2023

Institutional positions in Sunrun Inc. as of Dec 31, 2023. 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
402
+10 vs. Q3 2023
Shares held
219.3M
+6.29M (+3.0%) vs. Q3 2023
Total value
$4.31B
+$1.63B (+61.1%) vs. Q3 2023
New holders
76
138 more added
Sold out
66
120 more reduced

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 2023: 402 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 2023: $4.31B
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 2023

Shares, value and share of portfolio for each institution holding Sunrun Inc.; share changes are against Q3 2023.

Institutions holding RUN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.32,581,550$639.6M0.02%−168,348−0.5%Reduced
Vanguard Group Inc19,581,958$384.4M0.01%+176,861+0.9%Added
Orbis Allan Gray Ltd14,212,302$279.0M1.75%+215,050+1.5%Added
Grantham, Mayo, Van Otterloo & Co. LLC12,701,384$249.3M1.10%−1,480,722−10.4%Reduced
Greenvale Capital LLP8,300,000$162.9M13.87%+1,100,000+15.3%Added
Invesco Ltd.8,139,829$159.8M0.04%+1,001,838+14.0%Added
State Street Corp6,701,592$131.6M0.01%+216,912+3.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.5,687,953$111.7M0.31%−4,905,257−46.3%Reduced
Amundi5,145,211$97.6M0.04%+74,246+1.5%Added
D. E. Shaw & Co., Inc.4,414,764$86.7M0.13%+4,049,075+1,107.2%Added
Morgan Stanley4,253,193$83.5M0.01%−450,128−9.6%Reduced
Erste Asset Management GmbH4,000,887$81.2M1.19%+818,019+25.7%Added
DnB Asset Management AS3,952,506$77.6M0.40%−832,531−17.4%Reduced
Robeco Schweiz AG3,735,300$73.3M1.23%+154,000+4.3%Added
Citadel Advisors LLC3,568,511$70.0M0.07%+1,043,805+41.3%Added
Geode Capital Management, LLC3,564,298$70.0M0.01%+107,839+3.1%Added
Point72 Asset Management, L.P.3,448,294$67.7M0.20%+397,572+13.0%Added
Handelsbanken Fonder AB3,398,163$66.7M0.32%−413,475−10.8%Reduced
FMR LLC2,940,477$57.7M0.00%+910,668+44.9%Added
Dimensional Fund Advisors LP2,781,951$54.6M0.02%+179,688+6.9%Added
First Trust Advisors LP2,172,728$42.7M0.05%+575,293+36.0%Added
Bank of New York Mellon Corp2,051,159$40.3M0.01%+171,288+9.1%Added
Storebrand Asset Management AS1,961,314$38.5M0.14%−287,307−12.8%Reduced
Deutsche Bank AG1,883,465$37.0M0.02%−343,356−15.4%Reduced
Northern Trust Corp1,748,450$34.3M0.01%+41,349+2.4%Added
Phoenix Holdings Ltd.1,530,296$33.8M0.56%+2,295+0.2%Added
Neuberger Berman Group LLC1,660,396$32.6M0.03%+316,461+23.5%Added
Moore Capital Management, LP1,627,169$31.9M0.77%+1,627,169New
Bank of Montreal1,560,796$31.8M0.02%+1,358,115+670.1%Added
Millennium Management LLC1,405,211$27.6M0.03%+1,187,594+545.7%Added
Credit Suisse AG1,396,135$27.4M0.03%+104,513+8.1%Added
Summit Partners Public Asset Management, LLC1,300,000$25.5M1.39%+1,300,000New
JPMorgan Chase & Co1,284,729$25.2M0.00%+753,007+141.6%Added
Jane Street Group, LLC1,270,447$24.9M0.03%+124,406+10.9%Added
Alyeska Investment Group, L.P.1,232,210$24.2M0.16%−1,924,901−61.0%Reduced
Charles Schwab Investment Management Inc1,231,970$24.2M0.01%+29,925+2.5%Added
Norges Bank1,181,153$23.2M0.00%−441,880−27.2%Reduced
Maple Rock Capital Partners Inc.1,155,000$22.7M1.78%+1,155,000New
UBS Group AG1,116,080$21.9M0.01%+899,227+414.7%Added
Masters Capital Management LLC1,000,000$19.6M3.45%+1,000,000New
BNP Paribas Arbitrage, SA969,187$19.0M0.03%+264,829+37.6%Added
PGGM Investments958,045$18.8M0.29%00.0%Unchanged
Tortoise Capital Advisors, L.L.C.950,497$18.7M0.29%−377,790−28.4%Reduced
Canyon Capital Advisors LLC882,600$17.3M1.96%00.0%Unchanged
UBS Asset Management Americas Inc832,650$16.3M0.01%+7,631+0.9%Added
Wellington Management Group LLP811,763$15.9M0.00%+811,763New
Principal Financial Group Inc796,989$15.6M0.01%−3,683−0.5%Reduced
Ardsley Advisory Partners LP780,350$15.3M3.30%−325,650−29.4%Reduced
Mirova752,965$14.8M3.03%−1,276,003−62.9%Reduced
Nuveen Asset Management, LLC731,212$14.4M0.00%−16,818−2.2%Reduced
Verition Fund Management LLC730,044$14.3M0.15%+159,215+27.9%Added
Alps Advisors Inc722,271$14.2M0.11%−128,845−15.1%Reduced
Bank of America Corp700,887$13.8M0.00%−63,731−8.3%Reduced
Rhumbline Advisers678,234$13.3M0.01%−17,778−2.6%Reduced
Pinebridge Investments, L.P.612,289$12.0M0.11%+138,859+29.3%Added
Goldman Sachs Group Inc575,527$11.3M0.00%+34,716+6.4%Added
Legal & General Group Plc509,237$10.0M0.00%−52,581−9.4%Reduced
Point72 Asia (Singapore) Pte. Ltd.505,355$9.92M2.43%+505,355New
Holocene Advisors, LP491,353$9.65M0.04%+491,353New
National Bank of Canada491,115$9.56M0.02%+473,990+2,767.8%Added
Healthcare of Ontario Pension Plan Trust Fund481,510$9.45M0.03%−880−0.2%Reduced
Tudor Investment Corp Et Al476,570$9.36M0.13%+476,570New
Macquarie Group Ltd469,798$9.22M0.01%−5,881−1.2%Reduced
Natixis446,977$8.77M0.07%−296,528−39.9%Reduced
Marex Group plc442,935$8.69M0.34%+23,447+5.6%Added
Swiss National Bank428,100$8.40M0.01%−45,900−9.7%Reduced
Russell Investments Group, Ltd.389,236$7.64M0.01%+122,286+45.8%Added
Ameriprise Financial Inc384,320$7.54M0.00%+54,045+16.4%Added
Schonfeld Strategic Advisors LLC378,507$7.43M0.06%+378,507New
Trillium Asset Management, LLC343,888$6.75M0.18%+53,012+18.2%Added
Alliancebernstein L.P.324,847$6.38M0.00%−36,682−10.1%Reduced
KBC Group NV324,665$6.37M0.02%+14,169+4.6%Added
Susquehanna International Group, LLP313,604$6.16M0.01%−605,193−65.9%Reduced
Candriam Luxembourg S.C.A.306,528$6.02M0.04%+306,528New
California Public Employees Retirement System295,549$5.80M0.00%−25,931−8.1%Reduced
Caisse de Depot Et Placement du Quebec295,255$5.80M0.01%−101,712−25.6%Reduced
American International Group, Inc.293,314$5.76M0.02%−12,622−4.1%Reduced
Barclays PLC274,647$5.39M0.00%−390,927−58.7%Reduced
Retirement Systems of Alabama272,010$5.34M0.02%+833+0.3%Added
Vontobel Holding Ltd.269,925$5.30M0.04%−6,998−2.5%Reduced
Manufacturers Life Insurance Company, The266,934$5.24M0.00%+5,258+2.0%Added
Van Eck Associates Corp263,138$5.17M0.01%+19,288+7.9%Added
Victory Capital Management Inc258,697$5.08M0.01%+220,605+579.1%Added
New York State Teachers Retirement System246,358$4.84M0.01%−300−0.1%Reduced
State Board of Administration of Florida Retirement System239,015$4.69M0.01%+280.0%Added
California State Teachers Retirement System228,990$4.50M0.01%−8,586−3.6%Reduced
Citigroup Inc226,526$4.45M0.01%−25,950−10.3%Reduced
Swedbank AB219,708$4.31M0.01%+11,149+5.3%Added
Sculptor Capital LP218,100$4.28M0.11%+218,100New
Hartline Investment Corp217,236$4.26M0.69%−6,784−3.0%Reduced
Royal Bank of Canada214,240$4.20M0.00%+6,140+3.0%Added
Price T Rowe Associates Inc213,780$4.20M0.00%+10,909+5.4%Added
Creative Planning213,191$4.18M0.01%−2,423−1.1%Reduced
State of New Jersey Common Pension Fund D209,942$4.12M0.01%+48,024+29.7%Added
Voya Investment Management LLC203,055$3.99M0.00%−7,075−3.4%Reduced
Marshall Wace, LLP199,462$3.92M0.01%+199,462New
Skandinaviska Enskilda Banken AB (publ)199,229$3.91M0.02%−7,495−3.6%Reduced
New York State Common Retirement Fund198,434$3.90M0.01%−19,840−9.1%Reduced
Wells Fargo & Company193,472$3.80M0.00%−27,207−12.3%Reduced
Great West Life Assurance Co192,028$3.76M0.01%+6,695+3.6%Added