Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SUNS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Pacific Ridge Capital Partners, LLC | 530K | $4.2M | +31.4% | 3.918% | 0.76% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 443K | $3.5M | -1.6% | 3.275% | 0.00% |
| 3 | GRATIA CAPITAL, LLC | 339K | $2.7M | -22.7% | 2.510% | 1.62% |
| 4 | RAYMOND JAMES FINANCIAL INC | 160K | $1.3M | -5.1% | 1.184% | 0.00% |
| 5 | RBF Capital, LLC | 152K | $1.2M | — | 1.127% | 0.05% |
| 6 | BlackRock, Inc. | 131K | $1.0M | -79.6% | 0.972% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 128K | $1.0M | -58.1% | 0.947% | 0.00% |
| 8 | MILLENNIUM MANAGEMENT LLC | 78K | $614K | — | 0.575% | 0.00% |
| 9 | Quantinno Capital Management LP | 77K | $606K | +50.6% | 0.568% | 0.00% |
| 10 | JANE STREET GROUP, LLC | 65K | $517K | +163.0% | 0.484% | 0.00% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 63K | $499K | +255.1% | 0.467% | 0.00% |
| 12 | MORGAN STANLEY | 62K | $487K | +30.0% | 0.456% | 0.00% |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 61K | $481K | — | 0.451% | 0.00% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 60K | $475K | -5.5% | 0.444% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 58K | $459K | -4.8% | 0.430% | 0.00% |
| 16 | AMERIPRISE FINANCIAL INC | 53K | $415K | +1.1% | 0.389% | 0.00% |
| 17 | CORSAIR CAPITAL MANAGEMENT, L.P. | 51K | $401K | 0.0% | 0.375% | 0.05% |
| 18 | GatePass Capital, LLC | 49K | $388K | -36.0% | 0.363% | 0.15% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 49K | $387K | +10.6% | 0.363% | 0.00% |
| 20 | Mariner, LLC | 47K | $370K | +147.6% | 0.346% | 0.00% |
| 21 | STATE STREET CORP | 41K | $336K | -72.3% | 0.303% | 0.00% |
| 22 | PRELUDE CAPITAL MANAGEMENT, LLC | 36K | $284K | 0.0% | 0.266% | 0.02% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30K | $233K | — | 0.218% | 0.00% |
| 24 | STIFEL FINANCIAL CORP | 29K | $230K | -63.6% | 0.215% | 0.00% |
| 25 | NORTHERN TRUST CORP | 23K | $186K | -69.1% | 0.174% | 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 SUNS — a direct measure of their conviction.
Filings activity in SUNS during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SUNS position in Q2 2026
Institutions that fully closed their SUNS 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 | 71 | 11% | 23.55% | 10.25 pp | $24M | 30% |
| Q1 2026 | 80 | +13% | 33.80% | 4.29 pp | $34M | 27% |
| Q4 2025 | 71 | +1.4% | 38.09% | 7.27 pp | $47M | 25% |
| Q3 2025 | 70 | +7.7% | 45.36% | +9.71 pp | $62M | +27% |
| Q2 2025 | 65 | 5.8% | 35.65% | 0.22 pp | $49M | 5.2% |
| Q1 2025 | 69 | +17% | 35.87% | +0.94 pp | $52M | +51% |
| Q4 2024 | 59 | +1.7% | 34.93% | +2.79 pp | $34M | +9.3% |
| Q3 2024 | 58 | — | 32.14% | — | $31M | — |
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 SUNS stock.
Based on Q2 2026 13F filings, institutional ownership of Sunrise Realty Trust, Inc. stands at 23.5%, held across 71 reporting institutions.
Pacific Ridge Capital Partners, LLC is the largest reported institutional holder of SUNS, with approximately 529,714 shares worth $0.00B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of SUNS, including MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC, RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for SUNS is 44 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in SUNS during Q2 2026, while 22 fully exited. 36 added to existing positions and 18 trimmed.
SUNS institutional ownership fell by 10.25 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 69.3% of all reported 13F value in SUNS, and the top 25 account for 92.8%.
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.
Sunrise Realty Trust, Inc. (SUNS) Institutional Ownership