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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, 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
Allstate Corp33,728$457.4K0.00%+33,728New
Guidance Capital, Inc34,655$466.5K0.10%+34,655New
Entropy Technologies, LP36,011$488.3K0.02%+36,011New
Victory Capital Management Inc36,182$490.6K0.00%+2,379+7.0%Added
Pictet Asset Management Holding SA37,646$510.5K0.00%+2,137+6.0%Added
Abacus Wealth Partners, LLC38,855$526.9K0.05%+1,216+3.2%Added
Vident Advisory, LLC39,079$529.9K0.00%−3,527−8.3%Reduced
Van Eck Associates Corp41,310$560.0K0.00%−1,278−3.0%Reduced
Oxford Asset Management LLP42,301$573.6K0.23%+42,301New
Pathstone Holdings, LLC44,094$597.9K0.00%−20,402−31.6%Reduced
Mercer Global Advisors Inc44,151$598.7K0.00%+17,680+66.8%Added
Skandinaviska Enskilda Banken AB (publ)44,200$599.8K0.01%+22,100+100.0%Added
Journey Strategic Wealth LLC44,973$609.8K0.02%−3,428−7.1%Reduced
ProShare Advisors LLC45,373$615.3K0.00%−6,767−13.0%Reduced
LPL Financial LLC45,469$616.6K0.00%+10,282+29.2%Added
Marshall Wace, LLP48,287$654.8K0.00%+48,287New
Commonwealth Equity Services, LLC48,899$663.1K0.00%−5,713−10.5%Reduced
Green Alpha Advisors, LLC50,726$687.8K0.68%−1,107−2.1%Reduced
Voleon Capital Management LP50,864$689.7K0.01%+30,487+149.6%Added
Jennison Associates LLC50,950$690.9K0.00%+50,950New
HighTower Advisors, LLC50,970$691.2K0.00%+50,970New
KLP Kapitalforvaltning AS51,100$692.9K0.00%+1,900+3.9%Added
Advisors Asset Management, Inc.52,795$715.9K0.01%+1,433+2.8%Added
Polymer Capital Management (US) LLC52,815$716.2K0.11%+39,943+310.3%Added
Oregon Public Employees Retirement Fund53,065$719.6K0.01%00.0%Unchanged
KBC Group NV53,289$723.0K0.00%00.0%Unchanged
Fifth Third Bancorp54,100$733.6K0.00%+51,767+2,218.9%Added
Drive Wealth Management, LLC55,227$748.9K0.16%+6,657+13.7%Added
Cloverfields Capital Group, LP55,320$750.1K0.24%00.0%Unchanged
State Board of Administration of Florida Retirement System55,411$751.4K0.00%00.0%Unchanged
Barclays PLC55,673$754.9K0.00%−366,531−86.8%Reduced
Vanguard Investments Australia, Ltd.57,113$774.5K0.00%+57,113New
Teachers Retirement System of the State of Kentucky57,298$777.0K0.01%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys57,383$778.1K0.00%−63−0.1%Reduced
CI Private Wealth, LLC58,254$790.3K0.00%+44,330+318.4%Added
Duff & Phelps Investment Management Co58,602$794.6K0.01%+16,395+38.8%Added
Federation des caisses Desjardins du Quebec59,052$800.7K0.00%+2,982+5.3%Added
Yousif Capital Management, LLC62,531$847.9K0.01%−857−1.4%Reduced
AMG National Trust Bank62,740$850.8K0.02%+62,740New
Police & Firemen's Retirement System of New Jersey62,775$851.2K0.01%+3,005+5.0%Added
Arizona State Retirement System63,737$864.3K0.01%−1,748−2.7%Reduced
Quantbot Technologies LP64,078$868.9K0.04%−226,086−77.9%Reduced
Ofi Invest Asset Management74,679$878.9K0.01%00.0%Unchanged
Susquehanna Fundamental Investments, LLC64,867$879.6K0.03%−190,522−74.6%Reduced
Blueshift Asset Management, LLC64,895$880.0K0.27%+46,691+256.5%Added
Mirae Asset Global Investments Co., Ltd.65,000$881.4K0.00%−20,000−23.5%Reduced
Credit Agricole S A65,340$886.0K0.00%00.0%Unchanged
Amalgamated Bank66,545$902.0K0.01%−274−0.4%Reduced
Blackstone Group Inc.68,210$924.9K0.00%+68,210New
National Asset Management, Inc.77,578$941.8K0.06%+47,325+156.4%Added
XTX Topco Ltd71,518$969.8K0.02%+49,466+224.3%Added
New York State Common Retirement Fund72,115$977.9K0.00%00.0%Unchanged
Brookfield Asset Management Inc.72,146$978.3K0.00%−3,718−4.9%Reduced
Ballentine Partners, LLC75,474$1.02M0.01%+1,835+2.5%Added
U S Wealth Group, LLC.77,940$1.06M0.71%+14,204+22.3%Added
Walleye Capital LLC77,957$1.06M0.01%+74,957+2,498.6%Added
Ridgecrest Wealth Partners, LLC79,000$1.07M0.59%00.0%Unchanged
State of Tennessee, Treasury Department79,177$1.07M0.00%−4,617−5.5%Reduced
Quantinno Capital Management LP81,410$1.10M0.00%+56,838+231.3%Added
SEI Investments Co86,375$1.17M0.00%+61,612+248.8%Added
Nisa Investment Advisors, LLC98,626$1.34M0.00%−47,351−32.4%Reduced
State of Wisconsin Investment Board99,533$1.35M0.00%+83,470+519.6%Added
Janus Henderson Group PLC101,051$1.37M0.00%00.0%Unchanged
Louisiana State Employees Retirement System102,900$1.40M0.02%−3,400−3.2%Reduced
Toroso Investments, LLC104,034$1.41M0.00%+6,496+6.7%Added
Hussman Strategic Advisors, Inc.105,000$1.42M0.31%+105,000New
Vanguard Global Advisers, LLC105,299$1.43M0.00%+105,299New
Caxton Associates LLP108,319$1.47M0.03%−21,668−16.7%Reduced
State of New Jersey Common Pension Fund D112,219$1.52M0.01%00.0%Unchanged
ExodusPoint Capital Management, LP113,758$1.54M0.02%+113,758New
State of Alaska, Department of Revenue114,764$1.56M0.02%−3,363−2.8%Reduced
SG Americas Securities, LLC115,543$1.57M0.00%−26,776−18.8%Reduced
Northwest & Ethical Investments L.P.117,542$1.59M0.04%+1,626+1.4%Added
Bank of Montreal119,960$1.63M0.00%−49,180−29.1%Reduced
HSBC Holdings PLC121,028$1.64M0.00%+34,531+39.9%Added
Gsa Capital Partners LLP122,577$1.66M0.10%+101,641+485.5%Added
MetLife Investment Management124,639$1.69M0.01%+1,314+1.1%Added
EP Wealth Advisors, LLC127,148$1.72M0.01%+5,796+4.8%Added
Landscape Capital Management, L.L.C.128,194$1.74M0.11%+128,194New
Storebrand Asset Management AS131,704$1.79M0.01%−13,178−9.1%Reduced
Boothbay Fund Management, LLC133,195$1.81M0.04%+110,442+485.4%Added
Natixis139,727$1.89M0.01%+139,350+36,962.9%Added
Baader Bank INC141,676$1.91M0.19%−8,353−5.6%Reduced
Nia Impact Advisors, LLC143,198$1.94M0.86%−6,486−4.3%Reduced
Quadrature Capital Ltd143,486$1.95M0.02%+26,430+22.6%Added
Healthcare of Ontario Pension Plan Trust Fund146,537$1.99M0.00%−341,516−70.0%Reduced
Catalytic Wealth RIA, LLC149,090$2.02M0.08%−500.0%Reduced
Manufacturers Life Insurance Company, The149,359$2.03M0.00%+5,545+3.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)151,763$2.06M0.00%+38,828+34.4%Added
Quantitative Investment Management, LLC154,208$2.09M0.22%+88,443+134.5%Added
Bridgewater Associates, LP154,410$2.09M0.01%−149,630−49.2%Reduced
Thrivent Financial for Lutherans154,880$2.10M0.00%−4,562−2.9%Reduced
Intech Investment Management LLC155,236$2.10M0.02%−169,396−52.2%Reduced
Zacks Investment Management156,009$2.12M0.02%+7,927+5.4%Added
Raymond James Financial Inc156,495$2.12M0.00%+81,955+109.9%Added
Plustick Management LLC160,000$2.17M1.05%−340,000−68.0%Reduced
Qsemble Capital Management, LP165,957$2.25M0.17%+31,290+23.2%Added
Lazard Asset Management LLC166,664$2.26M0.00%+166,664New
Canada Pension Plan Investment Board167,000$2.26M0.00%+114,300+216.9%Added
GMT Capital Corp167,900$2.28M0.10%+167,900New