Sunrun Inc. (RUN) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
Institutional ownership decreased this quarter (-39.46 pp), while top 10 holders maintain a highly concentrated 51.8% of value.
Institutional Ownership112.5%$3.5B total value · ▼ 39.46 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score46 / 100Neutral
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow391 holders-5 net flow (+70 / -75)
AI Insights & Key Takeaways
- Negative Institutional Flow (-5)
- Marquee funds including Two Sigma Investments, Lp and Susquehanna International Group, Llp maintain significant positions
- Top 10 holders control 51.8% of institutional value
- No Insider Signal
Top Institutional Holders of RUN
Ranked by reported Q1 2026 13F market value
Top 10 hold
51.8%
Top 25 hold
76.1%
Share of total reported institutional value in RUN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 41.9M | $567.7M | +5.8% | 17.551% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12.9M | $175.4M | — | 5.421% | 0.01% |
| 3 | GOLDMAN SACHS GROUP INC | 12.8M | $173.3M | -27.1% | 5.357% | 0.02% |
Quarterly Institutional Activity
Filings activity in RUN during Q1 2026, grouped by how each filer changed its position.
RUN Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 391 | 1.3% | 112.49% | 39.46 pp | $3.46B | 26% |
| Q4 2025 | 396 | +13% | 151.95% | 23.75 pp | $4.67B | 14% |
| Q3 2025 | 352 | 1.7% | 175.70% | +107.87 pp | $5.40B | +159% |
| Q2 2025 | 358 | +0.6% | 67.83% | +22.59 pp | $2.09B | +50% |
| Q1 2025 | 356 | 8.5% | 45.24% | 27.77 pp | $1.39B | 38% |
| Q4 2024 | 389 |
RUN — Frequently Asked Questions
Quick answers to the most common questions about buying RUN stock.
What percentage of RUN is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Sunrun Inc. stands at 112.5%, held across 391 reporting institutions.
Who is the largest institutional holder of RUN?
BlackRock, Inc. is the largest reported institutional holder of RUN, with approximately 41,868,413 shares worth $0.57B as of Q1 2026.
Is RUN a hedge fund favorite?
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of RUN, including TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
What is RUN's Smart Money Score?
Our composite Smart Money Score for RUN is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.