RUN
Sunrun Inc. · Energy · Solar
Momentum inputs (comparable managers):
holder breadth +23.5% ·
share flow +11.8% ·
net new positions +14.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | -6 | 196.81M | $2.62B | +7 | −12 |
| Q1 2026 | 125 | +1 | 207.05M | $2.49B | +14 | −14 |
| Q4 2025 | 123 | -4 | 185.03M | $3.41B | +1 | −4 |
| Q3 2025 | 21 | +4 | 114.84M | $1.99B | +5 | −2 |
| Q2 2025 | 15 | +2 | 94.34M | $771.67M | +3 | −1 |
| Q1 2025 | 10 | -1 | 25.67M | $150.42M | +1 | −2 |
| Q4 2024 | 11 | -3 | 22.55M | $208.57M | — | −3 |
| Q3 2024 | 13 | +2 | 15.28M | $276.06M | +2 | — |
| Q2 2024 | 11 | — | 18.58M | $220.39M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 37.37M | +0.2% | $646.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 24.19M | +1.2% | $418.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 24.19M | +1.2% | $418.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 24.19M | +1.2% | $418.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 24.19M | +1.2% | $418.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passive) | 24.19M | +1.2% | $418.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 9.54M | +533.8% | $164.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 9.54M | +533.8% | $164.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 9.54M | +533.8% | $164.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (passive) | 9.23M | -0.9% | $159.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (passive) | 9.23M | -0.9% | $159.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passive) | 5.46M | +0.3% | $94.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 5.46M | +0.3% | $94.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | Soros Fund Management ✦ | 4.22M | New | $73.00M | 1.7% | New | 1 | SEC ↗ |
| 30 | Soros Fund Management ✦ | 4.22M | New | $73.00M | 1.7% | New | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 3.97M | — | $68.58M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 3.97M | — | $68.58M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 3.97M | — | $68.58M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 3.97M | — | $68.58M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 3.97M | — | $68.58M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 3.97M | — | $68.58M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 3.97M | — | $68.58M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 3.97M | — | $68.58M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 3.97M | — | $68.58M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Point72 Asset Management ✦ | 3.53M | -66.9% | $61.05M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 3.04M | — | $52.64M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 3.04M | — | $52.64M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 3.04M | — | $52.64M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Two Sigma Investments ✦ | 2.99M | New | $51.72M | 0.1% | New | 1 | SEC ↗ |
| 45 | Two Sigma Investments ✦ | 2.99M | New | $51.72M | 0.1% | New | 1 | SEC ↗ |
| 46 | Citadel Advisors ✦ | 2.76M | +17.2% | $47.80M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 2.76M | +17.2% | $47.80M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 48 | Renaissance Technologies ✦ | 1.88M | New | $32.45M | 0.0% | New | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 1.80M | — | $31.06M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Millennium Management ✦ | 1.73M | -35.1% | $29.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 62 | Millennium Management ✦ | 1.73M | -35.1% | $29.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | Arrowstreet Capital ✦ | 1.24M | New | $21.43M | 0.0% | New | 1 | SEC ↗ |
| 64 | Marshall Wace ✦ | 984.18K | +202.6% | $17.02M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 65 | Marshall Wace ✦ | 984.18K | +202.6% | $17.02M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 66 | Marshall Wace ✦ | 984.18K | +202.6% | $17.02M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 67 | Wellington Management ✦ | 267.51K | +697.1% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Wellington Management ✦ | 267.51K | +697.1% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Wellington Management ✦ | 267.51K | +697.1% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | T. Rowe Price ✦ | 219.55K | +11.1% | $3.80M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 71 | Bridgewater Associates ✦ | 213.77K | New | $3.70M | 0.0% | New | 1 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 123.26K | -19.6% | $2.13M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 123.26K | -19.6% | $2.13M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 123.26K | -19.6% | $2.13M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 123.26K | -19.6% | $2.13M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 76 | AQR Capital Management ✦ | 123.26K | -19.6% | $2.13M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 67.55K | +58.4% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Fidelity (FMR) ✦ | 67.55K | +58.4% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Fidelity (FMR) ✦ | 67.55K | +58.4% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Fidelity (FMR) ✦ | 67.55K | +58.4% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Soros Fund Management | $73.00M | 1.7% |
| Soros Fund Management | $73.00M | 1.7% |
| Two Sigma Investments | $51.72M | 0.1% |
| Two Sigma Investments | $51.72M | 0.1% |
| Renaissance Technologies | $32.45M | 0.0% |
| Arrowstreet Capital | $21.43M | 0.0% |
| Bridgewater Associates | $3.70M | 0.0% |
Exited
| Norges Bank | $3.36M | was 0.0% |
| Gotham Asset Management | $104,868 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 234.90K shares, $3,185 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.