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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 398 | $3.57B |
| Q1 2026 | 400 | $3.46B |
| Q4 2025 | 411 | $4.65B |
| Q3 2025 | 372 | $4.14B |
| Q2 2025 | 367 | $1.93B |
| Q1 2025 | 366 | $1.42B |
| Q4 2024 | 398 | $2.28B |
| Q3 2024 | 439 | $4.33B |
| Q2 2024 | 417 | $3.01B |
| Q1 2024 | 413 | $3.20B |
| Q4 2023 | 402 | $4.31B |
| Q3 2023 | 395 | $2.68B |
| Q2 2023 | 398 | $3.68B |
| Q1 2023 | 411 | $4.16B |
| Q4 2022 | 451 | $4.68B |
| Q3 2022 | 454 | $5.24B |
| Q2 2022 | 415 | $4.57B |
| Q1 2022 | 455 | $6.07B |
| Q4 2021 | 451 | $6.95B |
| Q3 2021 | 478 | $8.87B |
| Q2 2021 | 479 | $10.9B |
| Q1 2021 | 442 | $11.5B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Sunrun Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,415,438 | $99.6M | 0.25% | −810,588−13.0% | Reduced |
| Geode Capital Management, LLC | 5,663,239 | $104.2M | 0.01% | +205,627+3.8% | Added |
| Invesco Ltd. | 5,868,199 | $108.0M | 0.01% | +1,231,628+26.6% | Added |
| Dimensional Fund Advisors LP | 6,353,857 | $116.9M | 0.02% | −1,585,716−20.0% | Reduced |
| PGGM Investments | 7,667,413 | $141.1M | 2.23% | −589,528−7.1% | Reduced |
| State Street Corp | 9,138,182 | $168.1M | 0.01% | −95,294−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 9,906,448 | $182.3M | 0.14% | +364,676+3.8% | Added |
| Greenvale Capital LLP | 10,718,963 | $197.2M | 18.48% | −2,689,599−20.1% | Reduced |
| Goldman Sachs Group Inc | 17,358,301 | $319.4M | 0.05% | +14,314,022+470.2% | Added |
| Vanguard Group Inc | 24,249,559 | $446.2M | 0.01% | +56,389+0.2% | Added |
| BlackRock, Inc. | 39,586,259 | $728.4M | 0.01% | +2,216,040+5.9% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,530,977−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −2,733,850−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,239,284−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −984,179−100.0% | Sold out |
| Goodlander Investment Management, LLC | 0 | $0 | 0.00% | −320,000−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −267,509−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −211,592−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −167,900−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −131,561−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −81,163−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −74,634−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −102,594−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −70,035−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −63,750−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −44,817−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −37,187−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −29,972−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −28,478−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −28,121−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −28,105−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −25,565−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −23,155−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −20,908−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −20,900−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −20,241−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,843−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −16,247−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,108−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −12,032−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,324−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −10,832−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,776−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,719−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −10,452−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −9,582−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −12,215−100.0% | Sold out |
| Maj Invest Holding A/S | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Saranac Partners Ltd | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |