| 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.
| 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.
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