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RUN — SUNRUN INC

Reported value held$2.08B
Funds holding (latest)52
SectorMiscellaneous
Funds holding (Q2 2026)38
Institutional value$1.12B · 125.22M sh
New / Add / Cut / Exit1 / 23 / 13 / 3
Top-5 / Top-10 concentration60.2% / 79.6%
Institutional holdings change Accumulating +10.2% (+11.62M sh)
Institutional value change Up +20.5%

As of Q2 2026, 38 SEC-registered investment managers reported holding RUN (SUNRUN INC) in their latest 13F filings, with a combined reported value of $1.12B across 125.22M shares. That is +10.2% by share count (+11.62M shares) versus the previous quarter, while reported value moved +20.5%. Ownership is concentrated: the five largest holders account for 60.2% of reported value and the top ten for 79.6%.

Compared with the prior quarter, 1 opened new positions, 23 added to existing stakes, 13 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

RUN is classified in the Miscellaneous sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 24.25M $446.19M 0.01% Hold
Goldman Sachs Group history Q2 2026 19.36M $258.98M 0.02% Add
Tiger Global Management history Q4 2021 7.07M $242.61M 0.55% Hold
Invesco Ltd history Q2 2026 10.15M $135.85M 0.01% Add
Viking Global Investors history Q4 2021 3.82M $131.14M 0.43% Reduce
Citadel Advisors history Q2 2026 8.15M $109.10M 0.01% Add
Farallon Capital Management history Q3 2024 103.22M $93.64M 0.46% Reduce
Geode Capital Management history Q2 2026 6.40M $85.68M 0.01% Add
UBS Group AG history Q2 2026 6.23M $83.40M 0.01% Add
Morgan Stanley history Q2 2026 5.42M $72.50M 0.00% Add
Amundi US history Q2 2026 3.43M $45.84M 0.01% Add
Northern Trust Corp history Q2 2026 2.87M $38.43M 0.00% Add
Charles Schwab Investment Management history Q2 2026 2.24M $30.03M 0.00% Add
Bank of America Corp history Q2 2026 2.24M $29.95M 0.00% Add
Renaissance Technologies history Q2 2026 1.80M $24.08M 0.03% Reduce
Arrowstreet Capital history Q2 2026 1.41M $18.81M 0.01% Add
BNY Mellon history Q2 2026 1.35M $18.12M 0.00% Reduce
Capital World Investors history Q1 2026 1.28M $17.37M 0.00% New
Two Sigma Investments history Q2 2026 13.29M $15.71M 0.01% Add
Principal Global Investors history Q2 2026 1.15M $15.42M 0.01% Add

View all 52 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Goldman Sachs Group 923.24K 1.42M 1.25M 1.25M 1.41M 1.30M 894.07K 645.85K 540.81K 708.53K 511.70K 1.44M 2.62M 1.59M 2.31M 4.76M 3.21M 17.53M 12.78M 19.36M
Invesco Ltd 6.01M 6.14M 5.99M 5.92M 5.44M 6.20M 6.81M 6.72M 7.14M 8.14M 6.01M 5.73M 4.97M 6.01M 1.10M 4.71M 4.64M 5.87M 9.07M 10.15M
Citadel Advisors 2.08M 4.66M 3.79M 3.90M 6.07M 3.51M 1.00M 6.58M 4.84M 6.34M 7.62M 6.95M 5.34M 5.65M 5.00M 10.04M 9.01M 7.76M 2.69M 8.15M
Geode Capital Management 2.64M 2.75M 2.85M 2.86M 2.92M 3.06M 3.17M 3.36M 3.46M 3.56M 3.60M 5.29M 5.32M 5.32M 5.46M 5.44M 5.46M 5.66M 6.18M 6.40M
UBS Group AG 340.70K 563.77K 96.09K 108.12K 141.94K 166.30K 380.81K 345.07K 350.45K 1.29M 1.47M 2.16M 2.05M 6.58M 7.21M 3.43M 2.30M 4.34M 4.87M 6.23M
Morgan Stanley 3.91M 3.47M 1.09M 1.09M 3.32M 1.50M 1.91M 4.10M 3.00M 1.46M 15.00K 15.00K 250.00K 250.00K 950.00K 31.00K 950.00K 950.00K 3.95M 5.42M
Amundi US 747.15K 703.39K 1.34M 1.19M 2.80M 2.80M 2.80M 2.80M 2.80M 2.80M 5.61M 5.64M 3.25M 3.10M 3.48M 3.41M 1.91M 2.11M 3.30M 3.43M
Northern Trust Corp 1.90M 1.78M 1.78M 1.58M 1.59M 1.70M 1.70M 1.72M 1.71M 1.75M 1.56M 1.49M 2.36M 2.35M 2.76M 2.37M 2.43M 2.37M 2.46M 2.87M
Charles Schwab Investment Management 1.56M 1.60M 1.64M 1.65M 1.71M 1.78M 1.77M 1.80M 1.20M 1.23M 1.33M 2.06M 2.17M 2.33M 1.99M 2.23M 2.24M 2.17M 2.13M 2.24M
Bank of America Corp 638.57K 718.10K 826.45K 749.00K 24.00K 1.58M 835.21K 688.29K 8.00K 1.05M 1.01M 1.39M 2.62M 1.50M 1.68M 2.60M 2.69M 5.00K 2.05M 2.24M
Renaissance Technologies — — — — 625.95K — — — — — — — — — — — 1.88M 1.83M 2.07M 1.80M
Arrowstreet Capital — — — 131.94K 233.99K 450.37K — — — — — — — — — — 1.24M — 409.33K 1.41M
BNY Mellon 1.87M 1.88M 300.00K 1.93M 2.01M 2.01M 2.00M 1.92M 1.88M 2.05M 1.81M 1.79M 1.56M 1.48M 1.38M 1.38M 1.35M 1.44M 1.39M 1.35M
Two Sigma Investments 365.51K 81.30K — — — — — — — — — — 86.18K — 7.50M 311.60K 6.62M 11.67M 10.67M 13.29M
Principal Global Investors 715.60K 707.32K 707.64K 826.89K 826.28K 835.34K 842.87K 809.27K 800.67K 796.99K 1.12M 1.09M 1.46M 1.09M 1.12M 1.13M 1.19M 1.26M 1.13M 1.15M
Millennium Management 802.27K 777.23K 324 5.32K 2.82K 609.73K 1.24M 1.35M 313.32K 1.60M 6.39M 4.64M 4.99M 1.81M 11.40M 16.41M 16.66M 2.02M 1.89M 1.11M
Wells Fargo & Co 206.33K 188.00K 185.23K 217.61K 206.91K 1.00M 2.15M 2.15M 3.15M 483.47K 169.90K 249.69K 773.76K 802.07K 1.88M 980.00K 580.00K 392.87K 1.09M 1.04M
Deutsche Bank AG 1.65M 1.64M 2.06M 1.85M 1.63M 1.67M 972.26K 1.05M 2.23M 1.88M 1.51M 1.58M 1.29M 1.66M 520.48K 452.50K 1.53M 2.47M 2.52M 932.95K
D. E. Shaw & Co 1.12M 3.14M 15.00M 11.79M 11.79M 11.79M 23.36M 26.86M 29.36M 29.37M 2.95M 2.99M 1.78M 1.84M 1.80M 26.50M 26.50M 26.50M 24.00M 10.41M
PSP Investments — — — — — — — — — — 446.89K 487.70K 474.30K 559.92K 711.39K 778.90K 900.04K 803.04K 830.13K 819.59K

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