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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
Mercer Global Advisors Inc26,471$487.1K0.00%+253+1.0%Added
Stifel Financial Corp25,922$477.0K0.00%00.0%Unchanged
Natixis Advisors, L.P.25,833$475.0K0.00%+11,436+79.4%Added
Bleakley Financial Group, LLC25,807$474.8K0.01%−748−2.8%Reduced
Old National Bancorp25,660$472.1K0.01%−9,925−27.9%Reduced
Ridge Creek Global, Inc25,400$467.4K0.39%+25,400New
U.S. Capital Wealth Advisors, LLC25,007$460.1K0.01%−2,500−9.1%Reduced
CIBC World Markets Corp24,804$456.4K0.00%+24,804New
SEI Investments Co24,763$455.6K0.00%−4,433−15.2%Reduced
Quantinno Capital Management LP24,572$452.1K0.00%−825−3.2%Reduced
Dark Forest Capital Management LP24,406$449.1K0.02%−94,568−79.5%Reduced
Crestwood Advisors Group LLC24,399$448.9K0.01%−10,759−30.6%Reduced
Public Employees Retirement Association of Colorado23,843$439.0K0.00%00.0%Unchanged
US Bancorp22,891$421.2K0.00%−435−1.9%Reduced
Boothbay Fund Management, LLC22,753$418.7K0.01%−15,746−40.9%Reduced
Colony Group, LLC22,101$406.7K0.00%+11,161+102.0%Added
Skandinaviska Enskilda Banken AB (publ)22,100$406.6K0.00%−2,983−11.9%Reduced
XTX Topco Ltd22,052$405.8K0.01%−14,520−39.7%Reduced
Alpine Global Management, LLC21,498$395.6K0.09%+21,498New
Oppenheimer & Co Inc21,344$392.7K0.01%−1,000−4.5%Reduced
Xponance, Inc.21,286$391.7K0.00%+1,789+9.2%Added
Mariner, LLC20,982$387.4K0.00%−8,940−29.9%Reduced
Gsa Capital Partners LLP20,936$385.0K0.03%−59,647−74.0%Reduced
REX Advisers, LLC20,500$377.2K4.70%+20,500New
Farringdon Capital, Ltd.20,481$376.9K0.09%+20,481New
Voleon Capital Management LP20,377$374.9K0.01%+20,377New
JustInvest LLC20,072$369.3K0.00%+1,263+6.7%Added
DekaBank Deutsche Girozentrale32,621$368.0K0.00%00.0%Unchanged
GAMMA Investing LLC19,811$364.5K0.02%+1,840+10.2%Added
Wiley Bros.-Aintree Capital, LLC19,621$361.0K0.00%−393−2.0%Reduced
Northwestern Mutual Wealth Management Co19,185$353.0K0.00%+3,750+24.3%Added
O'Shaughnessy Asset Management, LLC19,062$350.7K0.00%+1,433+8.1%Added
Quest Partners LLC18,320$337.1K0.02%+4,513+32.7%Added
Blueshift Asset Management, LLC18,204$335.0K0.10%+18,204New
Ameritas Investment Partners, Inc.18,164$334.2K0.01%+647+3.7%Added
Evergreen Capital Management LLC17,924$329.8K0.01%−19−0.1%Reduced
Group One Trading, L.P.17,679$325.3K0.01%+2,301+15.0%Added
Advisor Group Holdings, Inc.17,665$325.0K0.00%−6,538−27.0%Reduced
Cambridge Investment Research Advisors, Inc.17,486$322.0K0.00%+1,360+8.4%Added
The PNC Financial Services Group, Inc.17,481$321.6K0.00%+565+3.3%Added
Jones Financial Companies LLLP17,429$320.7K0.00%+12,802+276.7%Added
Neuberger Berman Group LLC17,302$318.4K0.00%+1,928+12.5%Added
Private Advisor Group, LLC16,874$310.5K0.00%−11,380−40.3%Reduced
Empowered Funds, LLC16,514$303.9K0.01%+16,514New
Frank, Rimerman Advisors LLC16,227$298.6K0.02%00.0%Unchanged
Greenleaf Trust16,212$298.3K0.00%+1,028+6.8%Added
State of Wisconsin Investment Board16,063$295.6K0.00%−5,299−24.8%Reduced
Cerity Partners LLC15,737$289.6K0.00%+736+4.9%Added
Crossmark Global Holdings, Inc.15,255$280.7K0.00%00.0%Unchanged
Two Sigma Securities, LLC14,997$275.9K0.04%+14,997New
Scientech Research LLC14,125$259.9K0.16%+14,125New
Investors Asset Management of Georgia Inc14,100$259.4K0.11%00.0%Unchanged
CI Private Wealth, LLC13,924$256.2K0.00%−407−2.8%Reduced
Laird Norton Trust Company, LLC13,791$253.8K0.01%+13,791New
Mackenzie Financial Corp13,135$250.3K0.00%−189−1.4%Reduced
Los Angeles Capital Management LLC12,611$247.4K0.00%+12,611New
M&T Bank Corp13,335$245.8K0.00%+13,335New
CIBC World Markets Inc.13,352$245.7K0.00%−19,417−59.3%Reduced
Ensign Peak Advisors, Inc13,206$243.0K0.00%−24,900−65.3%Reduced
Sterling Capital Management LLC12,997$239.1K0.00%−1,521−10.5%Reduced
Polymer Capital Management (US) LLC12,872$236.8K0.03%+12,872New
Envestnet Asset Management Inc12,622$232.2K0.00%+12,622New
Campbell & CO Investment Adviser LLC12,459$229.2K0.01%+12,459New
Wealthfront Advisers LLC12,365$227.5K0.00%−1,184−8.7%Reduced
MBL Wealth, LLC12,345$227.1K0.02%00.0%Unchanged
Scotia Capital Inc.12,264$225.6K0.00%−49,803−80.2%Reduced
Jefferies Financial Group Inc.11,799$217.1K0.00%−231,701−95.2%Reduced
Sage Rhino Capital LLC11,468$211.0K0.04%+572+5.2%Added
Wealth Enhancement Advisory Services, LLC11,448$209.5K0.00%+11,448New
Provident Living Financial Services, Inc.11,354$208.9K0.21%+11,354New
Forum Financial Management, LP11,163$205.4K0.00%+11,163New
RSM US Wealth Management LLC10,691$204.1K0.00%+448+4.4%Added
Bayesian Capital Management, LP10,900$200.6K0.46%+10,900New
Swiss Life Asset Management Ltd10,890$200.4K0.00%+746+7.4%Added
Abel Hall, LLC10,465$192.6K0.04%+10,465New
Profund Advisors LLC10,238$188.4K0.01%+10,238New
Tower Research Capital LLC (TRC)10,160$186.9K0.00%−4,268−29.6%Reduced
Triglav Skladi, D.O.O.10,000$184.0K0.01%+10,000New
STRS Ohio9,800$180.3K0.00%+3,000+44.1%Added
Pinnacle Wealth Planning Services, Inc.9,273$170.6K0.02%+9,273New
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.8,920$164.1K0.13%+8,920New
Quadrant Capital Group LLC8,430$155.1K0.00%+256+3.1%Added
CWM, LLC8,213$151.0K0.00%+94+1.2%Added
Prakash Investment Advisors LLC21,100$148.3K0.11%+21,100New
Signaturefd, LLC7,792$143.4K0.00%−48−0.6%Reduced
National Bank of Canada7,077$130.2K0.00%−13,607−65.8%Reduced
Smartleaf Asset Management LLC6,387$121.9K0.00%+892+16.2%Added
GWM Advisors LLC6,600$121.4K0.00%00.0%Unchanged
Bessemer Group Inc6,555$121.0K0.00%+4,688+251.1%Added
CSS LLC6,478$119.2K0.01%+301+4.9%Added
Acadian Asset Management LLC6,320$115.0K0.00%−10,545−62.5%Reduced
Nomura Asset Management Co Ltd5,800$106.7K0.00%00.0%Unchanged
State of Wyoming5,140$94.6K0.01%+5,140New
Leonteq Securities AG4,954$91.2K0.00%+4,191+549.3%Added
Manchester Capital Management LLC4,626$85.1K0.01%00.0%Unchanged
Rockefeller Capital Management L.P.4,337$79.8K0.00%−342,384−98.7%Reduced
USA Financial Portformulas Corp4,192$77.1K0.01%+4,192New
Penserra Capital Management LLC3,890$71.0K0.00%−12,816−76.7%Reduced
Walleye Capital LLC3,000$55.2K0.00%−158,894−98.1%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,000$55.2K0.01%+1,000+50.0%Added