Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SPWR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 4.6M | $3.2M | +49.8% | 0.542% | 0.00% |
| 2 | Carlyle Group Inc. | 2.3M | $1.6M | +441.1% | 0.276% | 0.02% |
| 3 | Polar Asset Management Partners Inc. | 2.1M | $1.4M | 0.0% | 0.246% | 0.02% |
| 4 | ARDSLEY ADVISORY PARTNERS LP | 1.4M | $973K | +47.5% | 0.167% | 0.10% |
| 5 | DDD Partners, LLC | 1.4M | $947K | +1500.3% | 0.162% | 0.06% |
| 6 | PRELUDE CAPITAL MANAGEMENT, LLC | 1.3M | $876K | +111.9% | 0.150% | 0.06% |
| 7 | BlackRock, Inc. | 1.3M | $862K | -69.4% | 0.148% | 0.00% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 1.1M | $748K | -21.3% | 0.128% | 0.00% |
| 9 | WESTERLY CAPITAL MANAGEMENT, LLC | 1.0M | $687K | +53.8% | 0.118% | 0.13% |
| 10 | Alyeska Investment Group, L.P. | 840K | $577K | 0.0% | 0.099% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 773K | $532K | -57.2% | 0.091% | 0.00% |
| 12 | Diametric Capital, LP | 731K | $502K | +24.5% | 0.086% | 0.05% |
| 13 | Qube Research & Technologies Ltd | 611K | $420K | — | 0.072% | 0.00% |
| 14 | Yorkville Advisors Global, LP | 551K | $379K | — | 0.065% | 0.44% |
| 15 | XTX Topco Ltd | 485K | $333K | -16.2% | 0.057% | 0.00% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 464K | $319K | +5.5% | 0.055% | 0.00% |
| 17 | UBS Group AG | 444K | $305K | +320.3% | 0.052% | 0.00% |
| 18 | Sphera Management Technology Funds Ltd | 434K | $298K | 0.0% | 0.051% | 0.10% |
| 19 | MORGAN STANLEY | 431K | $296K | +522.6% | 0.051% | 0.00% |
| 20 | LUMINUS MANAGEMENT LLC | 425K | $292K | — | 0.050% | 0.20% |
| 21 | GOLDMAN SACHS GROUP INC | 317K | $218K | -76.8% | 0.037% | 0.00% |
| 22 | Squarepoint Ops LLC | 317K | $218K | -48.2% | 0.037% | 0.00% |
| 23 | STATE STREET CORP | 271K | $186K | -88.8% | 0.032% | 0.00% |
| 24 | MILLENNIUM MANAGEMENT LLC | 245K | $169K | — | 0.029% | 0.00% |
| 25 | Arax Advisory Partners | 239K | $164K | +0.2% | 0.028% | 0.00% |
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 SPWR — a direct measure of their conviction.
Filings activity in SPWR during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SPWR position in Q2 2026
Institutions that fully closed their SPWR position in Q2 2026
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 | 76 | 24% | 3.12% | 0.36 pp | $18M | 51% |
| Q1 2026 | 100 | +18% | 3.48% | +0.69 pp | $37M | 0.2% |
| Q4 2025 | 85 | +7.6% | 2.79% | 1.27 pp | $37M | +6.1% |
| Q3 2025 | 79 | +22% | 4.06% | +0.38 pp | $35M | +6.9% |
| Q2 2025 | 65 | +91% | 3.68% | +1.55 pp | $32M | +102% |
| Q1 2025 | 34 | +9.7% | 2.13% | +0.05 pp | $16M | 11% |
| Q4 2024 | 31 | 3.1% | 2.08% | 0.69 pp | $18M | 52% |
| Q3 2024 | 32 | — | 2.77% | — | $38M | — |
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 SPWR stock.
Based on Q2 2026 13F filings, institutional ownership of SunPower Inc. stands at 3.1%, held across 76 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of SPWR, with approximately 4,604,630 shares worth $0.00B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SPWR, including RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for SPWR is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in SPWR during Q2 2026, while 41 fully exited. 16 added to existing positions and 41 trimmed.
SPWR institutional ownership fell by 0.36 percentage points quarter-over-quarter, with a net change of -24 holders.
The top 10 institutions account for 65.8% of all reported 13F value in SPWR, and the top 25 account for 91.4%.
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.