SunrunRUN
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 400 institutions reported holding Sunrun Inc. (RUN) in their 13F filings, down 11 from Q4 2025. 57 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($567.7M), Vanguard Portfolio Management LLC ($175.4M) and Goldman Sachs Group Inc. ($165.2M). 9 famous investors held it, including Jeremy Grantham (0.3% of GMO's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Sunrun Inc.
- CUSIP
- 86771W105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $185.5M |
| Exits | 65 | $225.8M |
All 13F filers, Q4 2025 → Q1 2026: 45,023,836 shares bought and 35,421,778 shares sold, net +9,602,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 400 holders
| BlackRock, Inc. | 0.01% | Add +5.8% | 41,868,413 | $567.7M |
| Vanguard Portfolio Management LLC | 0.01% | — | 12,932,976 | $175.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -29.8% | 12,179,911 | $165.2M |
| Greenvale Capital LLP | 17.84% | Add +11.9% | 12,000,000 | $162.7M |
| Vanguard Capital Management LLC | 0.00% | — | 10,044,367 | $136.2M |
| PGGM Investments | 2.27% | Add +24.5% | 9,546,965 | $129.5M |
| State Street Corp. | 0.00% | Add +2.6% | 9,376,776 | $127.1M |
| Invesco Ltd. | 0.01% | Add +54.6% | 9,073,225 | $123.0M |
| GMO | 0.27% | Add +44.4% | 7,820,138 | $106.0M |
| Two Sigma Investments, LP | 0.09% | Add +79.5% | 7,792,810 | $105.7M |
| D. E. Shaw & Co. | 0.08% | Reduce -26.7% | 7,261,297 | $98.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.6% | 6,519,053 | $88.4M |
| Alyeska Investment Group, L.P. | 0.25% | New | 6,501,139 | $88.2M |
| Geode Capital Management, LLC | 0.01% | Add +9.2% | 6,184,281 | $83.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Add +74.1% | 5,009,539 | $67.9M |
| Robeco Schweiz AG | 1.21% | Add +43.3% | 4,222,937 | $57.3M |
| Morgan Stanley | 0.00% | Reduce -6.0% | 3,950,052 | $53.6M |
| Handelsbanken Fonder AB | 0.15% | Add +46.4% | 3,388,927 | $46.0M |
| Amundi | 0.01% | Add +56.3% | 3,300,626 | $44.8M |
| Maple Rock Capital Partners Inc. | 1.32% | Reduce -43.6% | 3,002,100 | $40.7M |
| UBS Group AG | 0.01% | Add +9.9% | 2,708,609 | $36.7M |
| Deutsche Bank AG | 0.01% | Add +1.8% | 2,515,572 | $34.1M |
| Canyon Capital Advisors LLC | 4.34% | Add +45.3% | 2,470,000 | $33.5M |
| Northern Trust Corp. | 0.00% | Add +3.5% | 2,456,733 | $33.3M |
| Voloridge Investment Management, LLC | 0.13% | Reduce -32.5% | 2,311,926 | $31.3M |
| BIT Capital GmbH | 1.73% | New | 2,286,978 | $31.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.8% | 2,129,875 | $28.9M |
| Renaissance Technologies | 0.04% | Add +12.7% | 2,065,245 | $28.0M |
| Bank of America Corp. | 0.00% | Add +75.4% | 2,054,524 | $27.9M |
| Millennium Management | 0.02% | Reduce -0.5% | 1,894,614 | $25.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,488,298 | $20.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 1,390,157 | $18.9M |
| Erste Asset Management GmbH | 0.16% | Reduce -57.1% | 1,463,272 | $17.8M |
| Capital World Investors | 0.00% | New | 1,281,285 | $17.4M |
| Schroder Investment Management Group | 0.01% | Add +12.2% | 1,376,209 | $16.7M |
| Ardsley Advisory Partners LP | 2.34% | Reduce -23.3% | 1,135,000 | $15.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -10.7% | 1,127,533 | $15.3M |
| BNP Paribas Financial Markets | 0.01% | Add +43.6% | 1,104,084 | $15.0M |
| Man Group plc | 0.03% | Add +36.8% | 1,093,137 | $14.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +29.4% | 1,065,294 | $14.4M |
| Sora Investors LLC | 1.27% | Add +59.7% | 1,013,157 | $13.7M |
| Holocene Advisors, LP | 0.03% | New | 944,705 | $12.8M |
| Ameriprise Financial Inc. | 0.00% | Add +2.8% | 912,803 | $12.4M |
| Public Sector Pension Investment Board | 0.04% | Add +3.4% | 830,126 | $11.3M |
| Tudor Investment Corporation | 0.06% | Reduce -31.2% | 807,141 | $10.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.0% | 764,397 | $10.4M |
| Squarepoint Ops LLC | 0.02% | Reduce -53.1% | 761,534 | $10.3M |
| DNB Asset Management AS | 0.04% | Reduce -2.1% | 755,596 | $10.2M |
| Nuveen, LLC | 0.00% | Reduce -11.7% | 750,639 | $10.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 801,795 | $9.7M |
| Diversify Wealth Management, LLC | 0.17% | Add +77.0% | 798,243 | $9.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +8.9% | 700,028 | $9.5M |
| Trexquant Investment LP | 0.07% | Add +304.1% | 664,798 | $9.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +77.6% | 656,837 | $8.9M |
| Rhumbline Advisers | 0.01% | Add +1.6% | 615,408 | $8.3M |
| Jupiter Asset Management Ltd. | 0.04% | Add +809.8% | 613,036 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +11.6% | 602,224 | $8.2M |
| FMR LLC | 0.00% | Add +175.2% | 547,090 | $7.4M |
| Legal & General Group Plc | 0.00% | Reduce -8.3% | 541,816 | $7.3M |
| First Trust Advisors LP | 0.01% | Reduce -6.0% | 529,265 | $7.2M |
| Masters Capital Management LLC | 1.00% | New | 500,000 | $6.8M |
| Swiss National Bank | 0.00% | Add +0.9% | 459,000 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Add +16.6% | 335,563 | $6.2M |
| American Century Companies Inc. | 0.00% | Add +16.7% | 442,195 | $6.0M |
| Franklin Resources Inc. | 0.00% | Add +1505.0% | 434,084 | $5.9M |
| Mirova | 0.23% | Add +9.0% | 425,416 | $5.8M |
| RWC Asset Management LLP | 0.25% | Add +4.3% | 415,562 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Add +191.4% | 414,369 | $5.6M |
| Jump Financial, LLC | 0.09% | Add +137.6% | 410,746 | $5.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 409,326 | $5.6M |
| Citadel Advisors | 0.00% | Reduce -83.3% | 392,214 | $5.3M |
| Creative Planning | 0.00% | Reduce -10.6% | 378,268 | $5.1M |
| Raiffeisen Bank International AG | 0.07% | Add +122.0% | 400,000 | $4.9M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -24.2% | 355,670 | $4.8M |
| Hillsdale Investment Management Inc. | 0.13% | Reduce -9.6% | 352,715 | $4.8M |
| Alps Advisors Inc. | 0.02% | Add +13.2% | 348,463 | $4.7M |
| Nomura Holdings Inc. | 0.04% | Add +28.5% | 342,351 | $4.6M |
| Jefferies Financial Group Inc. | 0.06% | Add +2759.7% | 337,419 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7420.4% | 326,158 | $4.4M |
| Prudential Financial Inc. | 0.01% | Add +23.8% | 314,260 | $4.3M |
| AQR Capital Management | 0.00% | Add +55.7% | 320,767 | $4.1M |
| Ossiam | 0.07% | No change | 288,700 | $3.9M |
| Aquatic Capital Management LLC | 0.11% | Add +90.5% | 285,857 | $3.9M |
| Algert Global LLC | 0.06% | Add +1.8% | 275,584 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +24.3% | 275,145 | $3.7M |
| Norden Group LLC | 0.35% | Add +2.3% | 270,227 | $3.7M |
| California State Teachers Retirement System | 0.00% | Add +22.4% | 267,162 | $3.6M |
| Vontobel Holding Ltd. | 0.01% | Add +190.9% | 260,720 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -32.1% | 259,199 | $3.5M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -20.6% | 252,093 | $3.4M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | No change | 240,512 | $3.3M |
| Caption Management, LLC | 0.16% | New | 236,885 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.2% | 235,483 | $3.2M |
| Freestone Grove Partners LP | 0.02% | Add +55.9% | 235,006 | $3.2M |
| Voya Investment Management LLC | 0.00% | Reduce -0.4% | 230,663 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.0% | 199,987 | $2.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 199,738 | $2.7M |
| PDT Partners, LLC | 0.15% | No change | 188,522 | $2.6M |
| Wells Fargo & Company | 0.00% | Reduce -52.9% | 183,819 | $2.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -30.4% | 178,529 | $2.4M |
"% of holder's portfolio" is RUN's weight in each manager's 13F, not the share of Sunrun Inc. the manager owns.