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Security record · archived quarter

RUN

Sunrun Inc. · Energy · Solar

7.51 -0.8% mkt cap $1.79B quote delayed (FMP) · as of Oct 21 19:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
123Tracked holders
-4Δ holders
185.03MShares held
$3.41BReported value
+1New positions
−4Exits
Stable Conviction score 56/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.1% · share flow +5.5% · net new positions -2.4% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 127.27K $979,189 +1 −1
Q2 2026 116 -5 193.38M $2.57B +7 −13
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 n/a −3
Q3 2024 13 +2 15.28M $276.06M +2 n/a
Q2 2024 11 n/a 18.58M $220.39M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 39.59M +5.9% $728.39M 0.0% ▲ Add 3 SEC ↗ ×18
2 The Vanguard Group ✦ (passive) 24.25M +0.2% $446.19M 0.0% ▲ Add 3 SEC ↗ ×5
3 Goldman Sachs Group ✦ 17.36M +470.2% $319.39M 0.0% ▲ Add 2 SEC ↗ ×2
4 D. E. Shaw & Co. ✦ 9.91M +3.8% $182.28M 0.1% ▲ Add 3 SEC ↗ ×3
5 State Street Global Advisors ✦ (passive) 9.14M -1.0% $168.14M 0.0% ▼ Trim 5 SEC ↗ ×2
6 Dimensional Fund Advisors Lp 6.35M n/a $116.92M 0.0% n/c 1 SEC ↗ ×5
7 Invesco Ltd. 5.87M n/a $107.97M 0.0% n/c 1 SEC ↗ ×6
8 Geode Capital Management ✦ (passive) 5.66M +3.8% $104.22M 0.0% ▲ Add 7 SEC ↗ ×2
9 Grantham, Mayo, Van Otterloo & Co.… 5.42M n/a $99.64M 0.3% n/c 1 SEC ↗
10 Two Sigma Investments ✦ 4.34M +45.1% $79.88M 0.1% ▲ Add 2 SEC ↗ ×2
11 Morgan Stanley ✦ 4.20M +5.9% $77.31M 0.0% ▲ Add 2 SEC ↗ ×10
12 Norges Bank ✦ (passive) 3.38M New $62.17M 0.0% New 1 SEC ↗
13 BNP Paribas Asset Management… 2.88M n/a $52.95M 0.1% n/c 1 SEC ↗ ×3
14 Deutsche Bank Ag\ 2.47M n/a $45.46M 0.0% n/c 1 SEC ↗ ×5
15 UBS Group AG 2.47M n/a $45.36M 0.0% n/c 1 SEC ↗ ×4
16 Northern Trust Corp 2.37M n/a $43.66M 0.0% n/c 1 SEC ↗ ×7
17 Citadel Advisors ✦ 2.35M -15.1% $43.22M 0.0% ▼ Trim 7 SEC ↗ ×2
18 Soros Fund Management ✦ 2.23M -47.2% $41.02M 0.7% ▼ Trim 2 SEC ↗
19 Charles Schwab Investment… 2.17M n/a $39.89M 0.0% n/c 1 SEC ↗
20 Amundi 2.11M n/a $38.87M 0.0% n/c 1 SEC ↗ ×2
21 Millennium Management ✦ 1.90M +9.8% $35.02M 0.0% ▲ Add 7 SEC ↗
22 Renaissance Technologies ✦ 1.83M -2.3% $33.73M 0.1% ▼ Trim 2 SEC ↗
23 Squarepoint Ops LLC 1.62M n/a $29.89M 0.1% n/c 1 SEC ↗
24 Bank of New York Mellon Corp 1.44M n/a $26.55M 0.0% n/c 1 SEC ↗ ×10
25 Principal Financial Group Inc 1.26M n/a $23.23M 0.0% n/c 1 SEC ↗ ×2
26 Tudor Investment Corp Et Al 1.17M n/a $21.60M 0.1% n/c 1 SEC ↗
27 Bank Of America Corp /De/ 1.17M n/a $21.55M 0.0% n/c 1 SEC ↗ ×7
28 Qube Research & Technologies Ltd 1.14M n/a $20.89M 0.0% n/c 1 SEC ↗
29 Ameriprise Financial Inc 887.80K n/a $16.34M 0.0% n/c 1 SEC ↗ ×3
30 Nuveen, LLC 850.20K n/a $15.64M 0.0% n/c 1 SEC ↗ ×4
31 JPMorgan Chase ✦ 841.42K -53.2% $15.48M 0.0% ▼ Trim 2 SEC ↗ ×7
32 Connor, Clark & Lunn Investment… 823.33K n/a $15.15M 0.0% n/c 1 SEC ↗
33 Man Group plc 799.27K n/a $14.71M 0.0% n/c 1 SEC ↗
34 Bnp Paribas Financial Markets 768.58K n/a $14.14M 0.0% n/c 1 SEC ↗
35 UBS AM, a distinct business unit of… 749.66K n/a $13.79M 0.0% n/c 1 SEC ↗ ×9
36 Universal- Beteiligungs- und… 642.53K n/a $12.25M 0.0% n/c 1 SEC ↗
37 Rhumbline Advisers 605.49K n/a $11.14M 0.0% n/c 1 SEC ↗
38 Legal & General Group Plc 590.93K n/a $10.87M 0.0% n/c 1 SEC ↗ ×3
39 First Trust Advisors Lp 563.25K n/a $10.36M 0.0% n/c 1 SEC ↗
40 Royal Bank Of Canada 539.41K n/a $9.93M 0.0% n/c 1 SEC ↗ ×5
41 Healthcare Of Ontario Pension Plan… 488.05K n/a $8.98M 0.0% n/c 1 SEC ↗
42 Balyasny Asset Management L.P. 469.38K n/a $8.64M 0.0% n/c 1 SEC ↗
43 Hrt Financial Lp 461.80K n/a $8.50M 0.0% n/c 1 SEC ↗
44 Swiss National Bank 454.90K n/a $8.37M 0.0% n/c 1 SEC ↗
45 Creative Planning 422.94K n/a $7.78M 0.0% n/c 1 SEC ↗
46 Barclays Plc 422.20K n/a $7.77M 0.0% n/c 1 SEC ↗ ×2
47 Wells Fargo & Company/Mn 390.46K n/a $7.18M 0.0% n/c 1 SEC ↗ ×4
48 Citigroup Inc 382.03K n/a $7.03M 0.0% n/c 1 SEC ↗ ×2
49 American Century Companies Inc 378.89K n/a $6.97M 0.0% n/c 1 SEC ↗
50 Russell Investments Group, Ltd. 369.80K n/a $6.80M 0.0% n/c 1 SEC ↗ ×4
51 Assenagon Asset Management S.A. 317.70K n/a $5.85M 0.0% n/c 1 SEC ↗
52 Bridgewater Associates ✦ 304.04K +42.2% $5.59M 0.0% ▲ Add 2 SEC ↗
53 Alliancebernstein L.P. 287.71K n/a $5.29M 0.0% n/c 1 SEC ↗
54 Peak6 Llc 272.84K n/a $5.02M 0.1% n/c 1 SEC ↗ ×2
55 Nomura Holdings Inc 266.36K n/a $4.90M 0.0% n/c 1 SEC ↗
56 Prudential Financial Inc 253.86K n/a $4.67M 0.0% n/c 1 SEC ↗ ×2
57 Jane Street Group, Llc 246.14K n/a $4.53M 0.0% n/c 1 SEC ↗ ×3
58 Voya Investment Management Llc 231.54K n/a $4.26M 0.0% n/c 1 SEC ↗ ×2
59 T. Rowe Price ✦ 221.28K +0.8% $4.07M 0.0% ▲ Add 7 SEC ↗
60 California State Teachers… 218.20K n/a $4.01M 0.0% n/c 1 SEC ↗
61 AQR Capital Management ✦ 206.05K +67.2% $3.79M 0.0% ▲ Add 7 SEC ↗ ×6
62 Fidelity (FMR) ✦ 198.84K +194.4% $3.66M 0.0% ▲ Add 3 SEC ↗ ×3
63 MIRAE ASSET GLOBAL ETFS HOLDINGS… 183.52K n/a $3.38M 0.0% n/c 1 SEC ↗
64 Hsbc Holdings Plc 172.99K n/a $3.19M 0.0% n/c 1 SEC ↗ ×8
65 Bank Of Montreal /Can/ 169.14K n/a $3.11M 0.0% n/c 1 SEC ↗ ×6
66 Storebrand Asset Management As 144.88K n/a $2.67M 0.0% n/c 1 SEC ↗
67 Manufacturers Life Insurance… 143.81K n/a $2.65M 0.0% n/c 1 SEC ↗
68 Susquehanna International Group, Llp 142.21K n/a $2.62M 0.0% n/c 1 SEC ↗ ×2
69 FIL Ltd 133.76K n/a $2.46M 0.0% n/c 1 SEC ↗
70 Zurcher Kantonalbank (Zurich… 112.94K n/a $2.08M 0.0% n/c 1 SEC ↗
71 Nomura Asset Management… 104.89K n/a $1.93M 0.0% n/c 1 SEC ↗
72 Janus Henderson Group Plc 101.05K n/a $1.86M 0.0% n/c 1 SEC ↗
73 Tidal Investments LLC 97.54K n/a $1.79M 0.0% n/c 1 SEC ↗ ×2
74 Parallax Volatility Advisers, L.P. 96.66K n/a $1.78M 0.1% n/c 1 SEC ↗
75 Mirae Asset Global Investments Co.… 85.00K n/a $1.56M 0.0% n/c 1 SEC ↗
76 BROOKFIELD Corp /ON/ 75.86K n/a $1.40M 0.0% n/c 1 SEC ↗
77 Raymond James Financial Inc 74.54K n/a $1.37M 0.0% n/c 1 SEC ↗ ×3
78 Bank Of Nova Scotia 73.94K n/a $1.36M 0.0% n/c 1 SEC ↗
79 New York State Common Retirement… 72.11K n/a $1.33M 0.0% n/c 1 SEC ↗
80 Allspring Global Investments… 67.37K n/a $1.31M 0.0% n/c 1 SEC ↗ ×2
81 Mml Investors Services, Llc 65.56K n/a $1.21M 0.0% n/c 1 SEC ↗
82 Credit Agricole S A 65.34K n/a $1.20M 0.0% n/c 1 SEC ↗
83 State Board Of Administration Of… 55.41K n/a $1.02M 0.0% n/c 1 SEC ↗
84 Commonwealth Equity Services, Llc 54.61K n/a $1.00M 0.0% n/c 1 SEC ↗
85 Canada Pension Plan Investment Board 52.70K n/a $969,680 0.0% n/c 1 SEC ↗
86 ProShare Advisors LLC 52.14K n/a $959,376 0.0% n/c 1 SEC ↗
87 Cetera Investment Advisers 50.14K n/a $922,539 0.0% n/c 1 SEC ↗
88 Pictet Asset Management Holding SA 35.51K n/a $653,366 0.0% n/c 1 SEC ↗
89 LPL Financial LLC 35.19K n/a $647,441 0.0% n/c 1 SEC ↗
90 Victory Capital Management Inc 33.80K n/a $621,975 0.0% n/c 1 SEC ↗
91 Mitsubishi UFJ Asset Management… 30.93K n/a $601,338 0.0% n/c 1 SEC ↗
92 Corient Private Wealth LP 27.77K n/a $511,026 0.0% n/c 1 SEC ↗ ×2
93 Franklin Resources Inc 27.05K n/a $497,646 0.0% n/c 1 SEC ↗ ×5
94 Mercer Global Advisors Inc /Adv 26.47K n/a $487,067 0.0% n/c 1 SEC ↗
95 Stifel Financial Corp 25.92K n/a $476,965 0.0% n/c 1 SEC ↗ ×3
96 Sei Investments Co 24.76K n/a $455,650 0.0% n/c 1 SEC ↗ ×2
97 Quantinno Capital Management LP 24.57K n/a $452,125 0.0% n/c 1 SEC ↗
98 Us Bancorp \De\ 22.89K n/a $421,195 0.0% n/c 1 SEC ↗ ×2
99 Focus Partners Wealth 22.10K n/a $406,659 0.0% n/c 1 SEC ↗
100 Mariner, LLC 20.98K n/a $387,412 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $62.17M 0.0%

Exited

Point72 Asset Management $61.05M was 0.1%
Arrowstreet Capital $21.43M was 0.0%
Marshall Wace $17.02M was 0.0%
Wellington Management $4.63M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 395 holders, 254.33M shares, $3.24B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Oct 06 Abajian Danny

Officer · 16.73K sh · $129,931

Oct 06 Barak Maria

Officer · 1.77K sh · $13,753

Oct 06 Dickson Paul S.

Officer · 15.84K sh · $122,971

Oct 06 Powell Mary

Officer, Director · 24.34K sh · $188,939

Oct 06 STEELE JEANNA

Officer · 10.04K sh · $77,967

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G: Greenvale Capital LLP

View original SEC filing ↗

Jul 30 SC 13G/A: BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API