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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 7 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
Dark Forest Capital Management LP24,406$449.1K0.02%−94,568−79.5%Reduced
Quantinno Capital Management LP24,572$452.1K0.00%−825−3.2%Reduced
SEI Investments Co24,763$455.6K0.00%−4,433−15.2%Reduced
CIBC World Markets Corp24,804$456.4K0.00%+24,804New
U.S. Capital Wealth Advisors, LLC25,007$460.1K0.01%−2,500−9.1%Reduced
Ridge Creek Global, Inc25,400$467.4K0.39%+25,400New
Old National Bancorp25,660$472.1K0.01%−9,925−27.9%Reduced
Bleakley Financial Group, LLC25,807$474.8K0.01%−748−2.8%Reduced
Natixis Advisors, L.P.25,833$475.0K0.00%+11,436+79.4%Added
Stifel Financial Corp25,922$477.0K0.00%00.0%Unchanged
Mercer Global Advisors Inc26,471$487.1K0.00%+253+1.0%Added
Mutual of America Capital Management LLC26,521$488.0K0.01%+675+2.6%Added
Franklin Resources Inc27,046$497.6K0.00%+15,623+136.8%Added
M&G Plc27,655$497.8K0.00%+27,655New
Harvest Portfolios Group Inc.29,328$539.6K0.01%−1,443−4.7%Reduced
National Asset Management, Inc.30,253$556.7K0.03%−51,328−62.9%Reduced
PharVision Advisers, LLC31,102$572.3K0.29%+11,403+57.9%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.30,933$601.3K0.00%−3,946−11.3%Reduced
Victory Capital Management Inc33,803$622.0K0.00%+169+0.5%Added
Maryland State Retirement & Pension System33,977$625.2K0.01%+686+2.1%Added
Union Bancaire Privee, UBP SA37,070$635.4K0.01%+8,610+30.3%Added
Guggenheim Capital LLC35,120$646.2K0.00%+15,457+78.6%Added
LPL Financial LLC35,187$647.4K0.00%−1,876−5.1%Reduced
Pictet Asset Management Holding SA35,509$653.4K0.00%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.35,448$666.0K0.00%−109−0.3%Reduced
Numerai GP LLC37,579$691.5K0.08%+37,579New
Abacus Wealth Partners, LLC37,639$692.6K0.07%+37,639New
Duff & Phelps Investment Management Co42,207$776.6K0.01%+788+1.9%Added
Vident Advisory, LLC42,606$784.0K0.01%+290+0.7%Added
Van Eck Associates Corp42,588$784.0K0.00%+10,861+34.2%Added
Groupe la Francaise47,982$882.4K0.01%−22,025−31.5%Reduced
Journey Strategic Wealth LLC48,401$890.6K0.02%+61+0.1%Added
Drive Wealth Management, LLC48,570$893.7K0.17%+4,650+10.6%Added
KLP Kapitalforvaltning AS49,200$905.3K0.00%+2,100+4.5%Added
Cetera Investment Advisers50,138$922.5K0.00%−786−1.5%Reduced
Advisors Asset Management, Inc.51,362$945.1K0.02%−413−0.8%Reduced
Green Alpha Advisors, LLC51,833$953.7K0.87%+2,309+4.7%Added
ProShare Advisors LLC52,140$959.4K0.00%+8,849+20.4%Added
Canada Pension Plan Investment Board52,700$969.7K0.00%+38,600+273.8%Added
Oregon Public Employees Retirement Fund53,065$976.4K0.01%+1,134+2.2%Added
KBC Group NV53,289$981.0K0.00%00.0%Unchanged
Comerica Bank53,989$993.4K0.00%−12,131−18.3%Reduced
Commonwealth Equity Services, LLC54,612$1.00M0.00%+4,868+9.8%Added
Cloverfields Capital Group, LP55,320$1.02M0.32%+940+1.7%Added
State Board of Administration of Florida Retirement System55,411$1.02M0.00%−5,345−8.8%Reduced
Federation des caisses Desjardins du Quebec56,070$1.03M0.00%−5,903−9.5%Reduced
Virtu Financial LLC56,861$1.05M0.04%+56,861New
Teachers Retirement System of the State of Kentucky57,298$1.05M0.01%−7,156−11.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys57,446$1.06M0.01%−1,315−2.2%Reduced
Yousif Capital Management, LLC63,388$1.06M0.01%−8,323−11.6%Reduced
Police & Firemen's Retirement System of New Jersey59,770$1.10M0.01%+1,614+2.8%Added
Williamson Legacy Group, LLC60,871$1.12M0.88%+60,871New
Havemeyer Place LP61,894$1.14M0.22%+61,894New
Ofi Invest Asset Management74,679$1.17M0.02%00.0%Unchanged
U S Wealth Group, LLC.63,736$1.17M0.77%+12,157+23.6%Added
Pathstone Holdings, LLC64,496$1.19M0.00%+3,268+5.3%Added
Credit Agricole S A65,340$1.20M0.00%+65,340New
Arizona State Retirement System65,485$1.20M0.01%+1,270+2.0%Added
MML Investors Services, LLC65,561$1.21M0.00%−109,724−62.6%Reduced
Quantitative Investment Management, LLC65,765$1.21M0.12%+65,765New
Amalgamated Bank66,819$1.23M0.01%+590+0.9%Added
Jupiter Asset Management Ltd67,381$1.24M0.01%+67,381New
Allspring Global Investments Holdings, LLC67,369$1.31M0.00%+67,369New
New York State Common Retirement Fund72,115$1.33M0.00%+5,500+8.3%Added
Ballentine Partners, LLC73,639$1.35M0.02%−1,342−1.8%Reduced
Bank of Nova Scotia73,938$1.36M0.00%+50,775+219.2%Added
Raymond James Financial Inc74,540$1.37M0.00%−9,059−10.8%Reduced
Brookfield Asset Management Inc.75,864$1.40M0.00%+75,864New
Ridgecrest Wealth Partners, LLC79,000$1.45M0.79%−6,000−7.1%Reduced
Mirae Asset Global Investments Co., Ltd.85,000$1.56M0.00%+10,000+13.3%Added
State of Tennessee, Treasury Department83,794$1.59M0.01%−13,598−14.0%Reduced
HSBC Holdings PLC86,497$1.59M0.00%+13,860+19.1%Added
Vontobel Holding Ltd.89,624$1.65M0.01%+19,840+28.4%Added
Y-Intercept (Hong Kong) Ltd92,033$1.69M0.04%+56,989+162.6%Added
Parallax Volatility Advisers, L.P.96,663$1.78M0.06%+66,822+223.9%Added
Toroso Investments, LLC97,538$1.79M0.01%+3,107+3.3%Added
Janus Henderson Group PLC101,051$1.86M0.00%00.0%Unchanged
Engineers Gate Manager LP101,578$1.87M0.02%+4,343+4.5%Added
Nomura Asset Management International Inc.104,889$1.93M0.00%+104,889New
Louisiana State Employees Retirement System106,300$1.96M0.03%+200+0.2%Added
State of New Jersey Common Pension Fund D112,219$2.06M0.01%−32,086−22.2%Reduced
Dynamic Technology Lab Private Ltd112,728$2.07M0.47%+112,728New
Zurcher Kantonalbank (Zurich Cantonalbank)112,935$2.08M0.00%+18,317+19.4%Added
Northwest & Ethical Investments L.P.115,916$2.13M0.05%−60,598−34.3%Reduced
Quadrature Capital Ltd117,056$2.15M0.02%+117,056New
State of Alaska, Department of Revenue118,127$2.17M0.02%+2,027+1.7%Added
EP Wealth Advisors, LLC121,352$2.23M0.01%+121,352New
Schonfeld Strategic Advisors LLC121,944$2.24M0.01%−259,502−68.0%Reduced
MetLife Investment Management123,325$2.27M0.01%+297+0.2%Added
Caxton Associates LLP129,987$2.39M0.05%−11,320−8.0%Reduced
Maxi Investments CY Ltd130,000$2.39M0.43%+54,800+72.9%Added
Edgestream Partners, L.P.131,651$2.42M0.07%+32,765+33.1%Added
FIL Ltd133,757$2.46M0.00%+110,998+487.7%Added
Qsemble Capital Management, LP134,667$2.48M0.20%+134,667New
PEAK6 LLC136,418$2.51M0.07%+136,418New
Susquehanna International Group, LLP142,206$2.62M0.00%−90,159−38.8%Reduced
SG Americas Securities, LLC142,319$2.62M0.00%+55,677+64.3%Added
Manufacturers Life Insurance Company, The143,814$2.65M0.00%−1,810−1.2%Reduced
Storebrand Asset Management AS144,882$2.67M0.01%−9,005−5.9%Reduced
Nisa Investment Advisors, LLC145,977$2.69M0.01%−74,665−33.8%Reduced