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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, Q1 2026

Institutional positions in Sunrun Inc. as of Mar 31, 2026. 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
400
−4 vs. Q4 2025
Shares held
255.2M
+30.4M (+13.5%) vs. Q4 2025
Total value
$3.46B
−$688.4M (−16.6%) vs. Q4 2025
New holders
64
142 more added
Sold out
68
129 more reduced

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 400 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 heldQ1 2026: $3.46B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Sunrun Inc.; share changes are against Q4 2025.

Institutions holding RUN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.41,868,413$567.7M0.01%+2,282,154+5.8%Added
Vanguard Portfolio Management LLC12,932,976$175.4M0.01%+12,932,976New
Goldman Sachs Group Inc12,179,911$165.2M0.02%−5,178,390−29.8%Reduced
Greenvale Capital LLP12,000,000$162.7M17.84%+1,281,037+12.0%Added
Vanguard Capital Management LLC10,044,367$136.2M0.00%+10,044,367New
PGGM Investments9,546,965$129.5M2.27%+1,879,552+24.5%Added
State Street Corp9,376,776$127.1M0.00%+238,594+2.6%Added
Invesco Ltd.9,073,225$123.0M0.01%+3,205,026+54.6%Added
Grantham, Mayo, Van Otterloo & Co. LLC7,820,138$106.0M0.27%+2,404,700+44.4%Added
Two Sigma Investments, LP7,792,810$105.7M0.09%+3,451,345+79.5%Added
D. E. Shaw & Co., Inc.7,261,297$98.5M0.08%−2,645,151−26.7%Reduced
Dimensional Fund Advisors LP6,519,053$88.4M0.02%+165,196+2.6%Added
Alyeska Investment Group, L.P.6,501,139$88.2M0.25%+6,501,139New
Geode Capital Management, LLC6,184,281$83.9M0.01%+521,042+9.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.5,009,539$67.9M0.08%+2,131,755+74.1%Added
Robeco Schweiz AG4,222,937$57.3M1.21%+1,276,161+43.3%Added
Morgan Stanley3,950,052$53.6M0.00%−251,747−6.0%Reduced
Handelsbanken Fonder AB3,388,927$46.0M0.15%+1,074,125+46.4%Added
Amundi3,300,626$44.8M0.01%+1,188,564+56.3%Added
Maple Rock Capital Partners Inc.3,002,100$40.7M1.32%−2,320,848−43.6%Reduced
UBS Group AG2,708,609$36.7M0.01%+243,265+9.9%Added
Deutsche Bank AG2,515,572$34.1M0.01%+44,909+1.8%Added
Canyon Capital Advisors LLC2,470,000$33.5M4.34%+770,000+45.3%Added
Northern Trust Corp2,456,733$33.3M0.00%+83,697+3.5%Added
Voloridge Investment Management, LLC2,311,926$31.3M0.13%−1,113,371−32.5%Reduced
BIT Capital GmbH2,286,978$31.0M1.73%+2,286,978New
Charles Schwab Investment Management Inc2,129,875$28.9M0.00%−38,017−1.8%Reduced
Renaissance Technologies LLC2,065,245$28.0M0.04%+232,200+12.7%Added
Bank of America Corp2,054,524$27.9M0.00%+883,319+75.4%Added
Millennium Management LLC1,894,614$25.7M0.02%−8,539−0.4%Reduced
Vanguard Fiduciary Trust Co1,488,298$20.2M0.01%+1,488,298New
Bank of New York Mellon Corp1,390,157$18.9M0.00%−52,548−3.6%Reduced
Erste Asset Management GmbH1,463,272$17.8M0.16%−1,949,628−57.1%Reduced
Capital World Investors1,281,285$17.4M0.00%+1,281,285New
Schroder Investment Management Group1,376,209$16.7M0.01%+149,944+12.2%Added
Ardsley Advisory Partners LP1,135,000$15.4M2.34%−345,000−23.3%Reduced
Principal Financial Group Inc1,127,533$15.3M0.01%−134,860−10.7%Reduced
BNP Paribas Arbitrage, SA1,104,084$15.0M0.01%+335,502+43.7%Added
Man Group plc1,093,137$14.8M0.03%+293,865+36.8%Added
Connor, Clark & Lunn Investment Management Ltd.1,065,294$14.4M0.03%+241,962+29.4%Added
Sora Investors LLC1,013,157$13.7M1.27%+378,757+59.7%Added
Holocene Advisors, LP944,705$12.8M0.03%+944,705New
Ameriprise Financial Inc912,803$12.4M0.00%+25,000+2.8%Added
Public Sector Pension Investment Board830,126$11.3M0.04%+27,089+3.4%Added
Tudor Investment Corp Et Al807,141$10.9M0.06%−366,639−31.2%Reduced
UBS Asset Management Americas Inc764,397$10.4M0.00%+14,741+2.0%Added
Squarepoint Ops LLC761,534$10.3M0.02%−863,045−53.1%Reduced
DnB Asset Management AS755,596$10.2M0.04%−15,986−2.1%Reduced
Nuveen, LLC750,639$10.2M0.00%−99,561−11.7%Reduced
JPMorgan Chase & Co801,795$9.73M0.00%−39,622−4.7%Reduced
Diversify Wealth Management, LLC798,243$9.52M0.17%+347,204+77.0%Added
Universal- Beteiligungs- und Servicegesellschaft mbH700,028$9.49M0.02%+57,500+8.9%Added
Trexquant Investment LP664,798$9.01M0.07%+500,307+304.2%Added
Russell Investments Group, Ltd.656,837$8.91M0.01%+287,039+77.6%Added
Rhumbline Advisers615,408$8.34M0.01%+9,920+1.6%Added
Jupiter Asset Management Ltd613,036$8.31M0.04%+545,655+809.8%Added
Royal Bank of Canada602,224$8.17M0.00%+62,809+11.6%Added
FMR LLC547,090$7.42M0.00%+348,255+175.1%Added
Legal & General Group Plc541,816$7.35M0.00%−49,116−8.3%Reduced
First Trust Advisors LP529,265$7.18M0.01%−33,981−6.0%Reduced
Masters Capital Management LLC500,000$6.78M1.00%+500,000New
Swiss National Bank459,000$6.22M0.00%+4,100+0.9%Added
Alliancebernstein L.P.335,563$6.17M0.00%+47,849+16.6%Added
American Century Companies Inc442,195$6.00M0.00%+63,305+16.7%Added
Franklin Resources Inc434,084$5.89M0.00%+407,038+1,505.0%Added
Mirova425,416$5.77M0.23%+35,273+9.0%Added
RWC Asset Management LLP415,562$5.64M0.23%+17,272+4.3%Added
Susquehanna International Group, LLP414,369$5.62M0.01%+272,163+191.4%Added
Jump Financial, LLC410,746$5.57M0.08%+237,904+137.6%Added
Arrowstreet Capital, Limited Partnership409,326$5.55M0.00%+409,326New
Citadel Advisors LLC392,214$5.32M0.00%−1,956,554−83.3%Reduced
Creative Planning378,268$5.13M0.00%−44,671−10.6%Reduced
Raiffeisen Bank International AG400,000$4.86M0.07%+219,860+122.0%Added
Balyasny Asset Management LLC355,670$4.82M0.01%−113,706−24.2%Reduced
Hillsdale Investment Management Inc.352,715$4.78M0.13%−37,460−9.6%Reduced
Alps Advisors Inc348,463$4.73M0.02%+40,689+13.2%Added
Nomura Holdings Inc342,351$4.64M0.04%+75,988+28.5%Added
Jefferies Financial Group Inc.337,419$4.58M0.06%+325,620+2,759.7%Added
Rockefeller Capital Management L.P.326,158$4.42M0.01%+321,821+7,420.4%Added
Prudential Financial Inc314,260$4.26M0.01%+60,400+23.8%Added
AQR Capital Management LLC320,767$4.14M0.00%+114,717+55.7%Added
Ossiam288,700$3.91M0.07%00.0%Unchanged
Aquatic Capital Management LLC285,857$3.88M0.11%+135,836+90.5%Added
Algert Global LLC275,584$3.74M0.06%+4,975+1.8%Added
Price T Rowe Associates Inc275,145$3.73M0.00%+53,862+24.3%Added
Norden Group LLC270,227$3.66M0.35%+6,019+2.3%Added
California State Teachers Retirement System267,162$3.62M0.00%+48,965+22.4%Added
Vontobel Holding Ltd.260,720$3.54M0.01%+171,096+190.9%Added
Citigroup Inc259,199$3.51M0.00%−122,830−32.2%Reduced
Assenagon Asset Management S.A.252,093$3.42M0.01%−65,604−20.6%Reduced
Susquehanna Portfolio Strategies, LLC240,512$3.26M0.05%00.0%Unchanged
Caption Management, LLC236,885$3.21M0.15%+236,885New
Great West Life Assurance Co235,483$3.20M0.01%+5,086+2.2%Added
Freestone Grove Partners LP235,006$3.19M0.02%+84,237+55.9%Added
Voya Investment Management LLC230,663$3.13M0.00%−874−0.4%Reduced
Mirae Asset Global ETFs Holdings Ltd.199,987$2.71M0.00%+16,469+9.0%Added
Vanguard Asset Management, Ltd199,738$2.71M0.00%+199,738New
PDT Partners, LLC188,522$2.56M0.15%00.0%Unchanged
Wells Fargo & Company183,819$2.49M0.00%−206,646−52.9%Reduced
New York State Teachers Retirement System178,529$2.42M0.00%−78,063−30.4%Reduced