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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 2025

Institutional positions in Sunrun Inc. as of Dec 31, 2025. 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
411
+44 vs. Q3 2025
Shares held
252.6M
+13.2M (+5.5%) vs. Q3 2025
Total value
$4.65B
+$510.6M (+12.3%) vs. Q3 2025
New holders
94
148 more added
Sold out
50
111 more reduced

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 2025: 411 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 2025: $4.65B
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 2025

Shares, value and share of portfolio for each institution holding Sunrun Inc.; share changes are against Q3 2025.

Institutions holding RUN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.39,586,259$728.4M0.01%+2,216,040+5.9%Added
Vanguard Group Inc24,249,559$446.2M0.01%+56,389+0.2%Added
Goldman Sachs Group Inc17,358,301$319.4M0.05%+14,314,022+470.2%Added
Greenvale Capital LLP10,718,963$197.2M18.48%−2,689,599−20.1%Reduced
D. E. Shaw & Co., Inc.9,906,448$182.3M0.14%+364,676+3.8%Added
State Street Corp9,138,182$168.1M0.01%−95,294−1.0%Reduced
PGGM Investments7,667,413$141.1M2.23%−589,528−7.1%Reduced
Dimensional Fund Advisors LP6,353,857$116.9M0.02%−1,585,716−20.0%Reduced
Invesco Ltd.5,868,199$108.0M0.01%+1,231,628+26.6%Added
Geode Capital Management, LLC5,663,239$104.2M0.01%+205,627+3.8%Added
Grantham, Mayo, Van Otterloo & Co. LLC5,415,438$99.6M0.25%−810,588−13.0%Reduced
Contour Asset Management LLC5,326,628$98.0M2.29%+5,326,628New
Maple Rock Capital Partners Inc.5,322,948$97.9M3.24%−2,116,900−28.5%Reduced
Two Sigma Investments, LP4,341,465$79.9M0.12%+1,350,244+45.1%Added
Morgan Stanley4,201,799$77.3M0.00%+235,454+5.9%Added
Two Sigma Advisers, LP4,073,795$75.0M0.15%+1,660,185+68.8%Added
Erste Asset Management GmbH3,412,900$67.6M0.57%+330,666+10.7%Added
Voloridge Investment Management, LLC3,425,297$63.0M0.22%+1,100,666+47.3%Added
Norges Bank3,378,770$62.2M0.01%+3,378,770New
Robeco Schweiz AG2,946,776$54.2M1.21%+808,585+37.8%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,877,784$53.0M0.06%+56,678+2.0%Added
T. Rowe Price Investment Management, Inc.2,661,655$49.0M0.03%−249,238−8.6%Reduced
Deutsche Bank AG2,470,663$45.5M0.01%+942,454+61.7%Added
UBS Group AG2,465,344$45.4M0.01%+1,301,417+111.8%Added
Northern Trust Corp2,373,036$43.7M0.01%−56,067−2.3%Reduced
Citadel Advisors LLC2,348,768$43.2M0.03%−416,116−15.1%Reduced
Handelsbanken Fonder AB2,314,802$42.6M0.13%+145,285+6.7%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management2,229,518$41.0M0.55%−1,992,431−47.2%Reduced
Charles Schwab Investment Management Inc2,167,892$39.9M0.01%−76,276−3.4%Reduced
Amundi2,112,062$38.9M0.01%+198,216+10.4%Added
Millennium Management LLC1,903,153$35.0M0.03%+169,612+9.8%Added
Renaissance Technologies LLC1,833,045$33.7M0.05%−44,000−2.3%Reduced
Canyon Capital Advisors LLC1,700,000$31.3M4.11%00.0%Unchanged
Squarepoint Ops LLC1,624,579$29.9M0.06%+1,006,269+162.7%Added
Ardsley Advisory Partners LP1,480,000$27.2M3.47%−120,000−7.5%Reduced
Bank of New York Mellon Corp1,442,705$26.5M0.00%+90,596+6.7%Added
Schroder Investment Management Group1,226,265$23.4M0.02%+13,818+1.1%Added
Principal Financial Group Inc1,262,393$23.2M0.01%+67,478+5.6%Added
Tudor Investment Corp Et Al1,173,780$21.6M0.12%+653,815+125.7%Added
Bank of America Corp1,171,205$21.6M0.00%−1,234,684−51.3%Reduced
Qube Research & Technologies Ltd1,135,315$20.9M0.03%+172,835+18.0%Added
Ameriprise Financial Inc887,803$16.3M0.00%−180,086−16.9%Reduced
Nuveen, LLC850,200$15.6M0.00%+16,824+2.0%Added
JPMorgan Chase & Co841,417$15.5M0.00%−56,678−6.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.823,332$15.1M0.04%−116,546−12.4%Reduced
Public Sector Pension Investment Board803,037$14.8M0.05%−97,005−10.8%Reduced
Man Group plc799,272$14.7M0.03%+733,691+1,118.8%Added
DnB Asset Management AS771,582$14.2M0.05%−191,960−19.9%Reduced
BNP Paribas Arbitrage, SA768,582$14.1M0.01%−1,492,756−66.0%Reduced
UBS Asset Management Americas Inc749,656$13.8M0.00%+210,490+39.0%Added
Universal- Beteiligungs- und Servicegesellschaft mbH642,528$12.2M0.02%+143,998+28.9%Added
Sora Investors LLC634,400$11.7M1.01%+30,283+5.0%Added
Rhumbline Advisers605,488$11.1M0.01%−56,560−8.5%Reduced
Legal & General Group Plc590,932$10.9M0.00%−7,464−1.2%Reduced
First Trust Advisors LP563,246$10.4M0.01%−234,438−29.4%Reduced
Royal Bank of Canada539,415$9.93M0.00%−141,011−20.7%Reduced
Plustick Management LLC500,000$9.20M4.07%+500,000New
Healthcare of Ontario Pension Plan Trust Fund488,053$8.98M0.02%+488,053New
Verition Fund Management LLC472,917$8.70M0.05%+174,952+58.7%Added
Balyasny Asset Management LLC469,376$8.64M0.02%+237,099+102.1%Added
Swiss National Bank454,900$8.37M0.00%+34,000+8.1%Added
Diversify Wealth Management, LLC451,039$8.35M0.39%+11,486+2.6%Added
Creative Planning422,939$7.78M0.01%−2,486−0.6%Reduced
Barclays PLC422,204$7.77M0.00%−2,281,066−84.4%Reduced
RWC Asset Management LLP398,290$7.33M0.36%−35,154−8.1%Reduced
Wells Fargo & Company390,465$7.18M0.00%+137,005+54.1%Added
Hillsdale Investment Management Inc.390,175$7.18M0.20%+390,175New
Mirova390,143$7.18M1.04%−120,054−23.5%Reduced
Citigroup Inc382,029$7.03M0.00%+43,387+12.8%Added
American Century Companies Inc378,890$6.97M0.00%+21,816+6.1%Added
Russell Investments Group, Ltd.369,798$6.80M0.01%−122,135−24.8%Reduced
Intech Investment Management LLC324,632$5.97M0.05%+80,695+33.1%Added
Assenagon Asset Management S.A.317,697$5.85M0.01%+12,627+4.1%Added
Alps Advisors Inc307,774$5.66M0.03%+44,831+17.0%Added
Bridgewater Associates, LP304,040$5.59M0.02%+90,268+42.2%Added
Quantbot Technologies LP290,164$5.34M0.18%+137,000+89.4%Added
Ossiam288,700$5.31M0.11%00.0%Unchanged
Alliancebernstein L.P.287,714$5.29M0.00%+19,278+7.2%Added
Algert Global LLC270,609$4.98M0.08%+63,841+30.9%Added
BI Asset Management Fondsmaeglerselskab A/S270,059$4.97M0.04%+270,059New
Nomura Holdings Inc266,363$4.90M0.01%−7,375−2.7%Reduced
Norden Group LLC264,208$4.86M0.48%+23,612+9.8%Added
New York State Teachers Retirement System256,592$4.72M0.01%00.0%Unchanged
Susquehanna Fundamental Investments, LLC255,389$4.70M0.16%00.0%Unchanged
Prudential Financial Inc253,860$4.67M0.01%+8,325+3.4%Added
Jane Street Group, LLC246,143$4.53M0.01%−2,223,348−90.0%Reduced
Exor Capital LLP243,500$4.48M0.08%+243,500New
Susquehanna Portfolio Strategies, LLC240,512$4.43M0.07%00.0%Unchanged
Voya Investment Management LLC231,537$4.26M0.00%+167,935+264.0%Added
Great West Life Assurance Co230,397$4.24M0.01%−49,841−17.8%Reduced
Price T Rowe Associates Inc221,283$4.07M0.00%+1,732+0.8%Added
California State Teachers Retirement System218,197$4.01M0.00%+12,414+6.0%Added
AQR Capital Management LLC206,050$3.79M0.00%+82,791+67.2%Added
FMR LLC198,835$3.66M0.00%+131,287+194.4%Added
PDT Partners, LLC188,522$3.47M0.22%00.0%Unchanged
Raiffeisen Bank International AG180,140$3.44M0.04%−68,529−27.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.183,518$3.38M0.01%+20,374+12.5%Added
Dayah Capital LLC181,153$3.33M2.24%+181,153New
La Banque Postale Asset Management SA179,721$3.31M0.04%+179,721New
Jump Financial, LLC172,842$3.18M0.04%−221,434−56.2%Reduced