Ranked by reported Q2 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. | 41.4M | $553.5M | -1.2% | 17.341% | 0.01% |
| 2 | GOLDMAN SACHS GROUP INC | 19.4M | $259.0M | +51.5% | 8.114% | 0.02% |
| 3 | Greenvale Capital LLP | 13.8M | $184.5M | +14.9% | 5.781% | 20.15% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13.7M | $183.0M | +5.8% | 5.734% | 0.01% |
| 5 | D. E. Shaw & Co., Inc. | 11.1M | $148.4M | +38.9% | 4.651% | 0.07% |
| 6 | STATE STREET CORP | 10.5M | $140.3M | +11.8% | 4.394% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 10.3M | $138.1M | +2.7% | 4.326% | 0.00% |
| 8 | Invesco Ltd. | 10.2M | $135.9M | +11.9% | 4.256% | 0.01% |
| 9 | CITADEL ADVISORS LLC | 8.2M | $109.1M | +202.6% | 3.418% | 0.01% |
| 10 | Grantham, Mayo, Van Otterloo & Co. LLC | 8.0M | $107.1M | +2.4% | 3.356% | 0.24% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.6M | $101.8M | +25.3% | 3.191% | 0.01% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 6.9M | $91.8M | +5.2% | 2.875% | 0.02% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 6.4M | $85.7M | +3.5% | 2.684% | 0.00% |
| 14 | UBS Group AG | 6.2M | $83.4M | +27.9% | 2.613% | 0.01% |
| 15 | BALYASNY ASSET MANAGEMENT L.P. | 5.9M | $79.3M | +1566.1% | 2.484% | 0.10% |
| 16 | TWO SIGMA INVESTMENTS, LP | 5.5M | $73.8M | -33.2% | 2.311% | 0.05% |
| 17 | MORGAN STANLEY | 5.4M | $72.5M | +37.2% | 2.271% | 0.00% |
| 18 | BNP Paribas Asset Management Holding S.A. | 5.0M | $66.4M | -0.9% | 2.081% | 0.07% |
| 19 | JANE STREET GROUP, LLC | 4.5M | $60.7M | +18.0% | 1.903% | 0.01% |
| 20 | Robeco Schweiz AG | 4.3M | $57.0M | +1.0% | 1.787% | 0.92% |
| 21 | Maple Rock Capital Partners Inc. | 3.7M | $49.4M | +23.1% | 1.549% | 0.97% |
| 22 | Amundi | 3.4M | $45.8M | +3.9% | 1.437% | 0.01% |
| 23 | NORTHERN TRUST CORP | 2.9M | $38.4M | +16.9% | 1.204% | 0.00% |
| 24 | Caption Management, LLC | 2.5M | $33.5M | +39.4% | 1.050% | 0.16% |
| 25 | CANYON CAPITAL ADVISORS LLC | 2.5M | $33.0M | 0.0% | 1.035% | 3.75% |
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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 407 | +1.2% | 127.89% | +9.96 pp | $3.86B | +9.2% |
| Q1 2026 | 402 | 2.9% | 117.93% | 11.72 pp | $3.54B | 33% |
| Q4 2025 | 414 | +12% | 129.65% | +0.89 pp | $5.26B | 10% |
| Q3 2025 | 369 | +3.1% | 128.76% | +9.17 pp | $5.86B | +181% |
| Q2 2025 | 358 | +0.6% | 119.59% | +8.78 pp | $2.09B | +50% |
| Q1 2025 | 356 | 8.5% | 110.81% | 4.33 pp | $1.39B | 38% |
| Q4 2024 | 389 | 7.6% | 115.14% | +4.40 pp | $2.25B | 47% |
| Q3 2024 | 421 | — | 110.74% | — | $4.28B | — |
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 Q2 2026 13F filings, institutional ownership of Sunrun Inc. stands at 127.9%, held across 407 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of RUN, with approximately 41,365,957 shares worth $0.55B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of RUN, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP, JANE STREET GROUP, LLC.
Our composite Smart Money Score for RUN is 71 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
60 institutions opened new positions in RUN during Q2 2026, while 58 fully exited. 151 added to existing positions and 183 trimmed.
RUN institutional ownership rose by 9.96 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 50.7% of all reported 13F value in RUN, and the top 25 account for 75.9%.
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