Ranked by reported Q1 2026 13F market value
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% |
| 4 | Greenvale Capital LLP | 12.0M | $162.7M | +11.9% | 5.030% | 17.84% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 10.0M | $136.2M | — | 4.211% | 0.00% |
| 6 | STATE STREET CORP | 9.4M | $127.1M | +2.6% | 3.931% | 0.00% |
| 7 | Invesco Ltd. | 9.1M | $123.0M | +54.6% | 3.804% | 0.02% |
| 8 | TWO SIGMA INVESTMENTS, LP | 8.3M | $111.9M | +68.0% | 3.458% | 0.09% |
| 9 | D. E. Shaw & Co., Inc. | 8.0M | $108.3M | -37.0% | 3.349% | 0.10% |
| 10 | Grantham, Mayo, Van Otterloo & Co. LLC | 7.8M | $106.0M | +44.4% | 3.278% | 0.27% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 6.5M | $88.4M | +2.6% | 2.733% | 0.02% |
| 12 | Alyeska Investment Group, L.P. | 6.5M | $88.2M | — | 2.725% | 0.25% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 6.2M | $83.9M | +9.2% | 2.592% | 0.01% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.1M | $82.4M | -58.8% | 2.546% | 0.01% |
| 15 | BNP Paribas Asset Management Holding S.A. | 5.0M | $67.9M | +74.1% | 2.100% | 0.08% |
| 16 | UBS Group AG | 4.9M | $66.1M | +12.2% | 2.043% | 0.01% |
| 17 | Robeco Schweiz AG | 4.2M | $57.3M | +43.3% | 1.770% | 1.21% |
| 18 | MORGAN STANLEY | 4.0M | $53.6M | -6.0% | 1.656% | 0.00% |
| 19 | Amundi | 3.3M | $44.8M | +56.3% | 1.384% | 0.01% |
| 20 | Maple Rock Capital Partners Inc. | 3.0M | $40.7M | -43.6% | 1.259% | 1.32% |
| 21 | CITADEL ADVISORS LLC | 2.7M | $36.5M | — | 1.130% | 0.02% |
| 22 | DEUTSCHE BANK AG\ | 2.5M | $34.1M | +1.8% | 1.054% | 0.01% |
| 23 | CANYON CAPITAL ADVISORS LLC | 2.5M | $33.5M | +45.3% | 1.035% | 4.34% |
| 24 | NORTHERN TRUST CORP | 2.5M | $33.3M | +3.5% | 1.030% | 0.00% |
| 25 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2.3M | $31.3M | -32.5% | 0.969% | 0.13% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in RUN — a direct measure of their conviction.
Filings activity in RUN during Q1 2026, grouped by how each filer changed its position.
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 | 7.6% | 73.01% | 66.03 pp | $2.25B | 47% |
| Q3 2024 | 421 | +3.7% | 139.04% | 31.75 pp | $4.28B | 19% |
| Q2 2024 | 406 | — | 170.79% | — | $5.25B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying RUN stock.
Based on Q1 2026 13F filings, institutional ownership of Sunrun Inc. stands at 112.5%, held across 391 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of RUN, with approximately 41,868,413 shares worth $0.57B as of Q1 2026.
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.
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.
70 institutions opened new positions in RUN during Q1 2026, while 75 fully exited. 64 added to existing positions and 255 trimmed.
RUN institutional ownership fell by 39.46 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 51.8% of all reported 13F value in RUN, and the top 25 account for 76.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Sunrun Inc. (RUN) Institutional Ownership