SUNRUN INC

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RUN·86771W105·US·Common Stock·Technology - Solar-13D/G

RUN (SUNRUN INC) is held by 178 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($553.5M), GOLDMAN SACHS GROUP INC ($256.7M), VANGUARD PORTFOLIO MANAGEMENT LLC ($183M). Net institutional sentiment: Mixed.

178

Holders

(15 Elite)

$2.9B

Total Value

55% (189)

Consensus

103 buying - 86 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)74

Insider (Form 4)72

Activist (13D/13G)85

Congressional (STOCK Act)66

Holder Quality

14

★★★★★

Elite

32

★★★★

Strong

22

★★★

Solid

60

★★

Below

17

★

Weak

Held by 178 funds

15 elite

Who's Trading

Source dates: Price Aug 18, 2026 · Insiders Aug 4, 2026 · Activists Aug 14, 2026 · Congress none

ActivistGLGreenvale Capital LLP5.6%Aug 14, 2026

InsiderJMJurich Lynn MichelleSell $498KAug 3, 2026

ActivistBlackRock, Inc.14.7%Jul 30, 2026

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Top Holders

Top Holders (178)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	41.4M(-1.2%)	$553.5M	0.0%	-8.61%	0
GOLDMAN SACHS GROUP INC	Increased	19.2M(+57.5%)	$256.7M	0.0%	-41.24%	44
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	13.7M(+5.8%)	$183M	0.0%	-20.45%	32
STATE STREET CORP	Increased	10.5M(+11.8%)	$140.3M	0.0%	-44.25%	34
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	10.3M(+2.7%)	$138.1M	0.0%	-20.10%	31
DED. E. Shaw & Co., Inc.	Increased	10.2M(+40.8%)	$136.8M	0.1%	-39.95%	40
Invesco Ltd.	Increased	10.2M(+11.9%)	$135.9M	0.0%	-62.83%	34
Grantham, Mayo, Van Otterloo & Co. LLC	Increased	8M(+2.4%)	$107.1M	0.2%	-46.68%	37
DIMENSIONAL FUND ADVISORS LP	Increased	6.9M(+5.2%)	$91.8M	0.0%	-21.50%	31
GEODE CAPITAL MANAGEMENT, LLC	Increased	6.4M(+3.5%)	$85.7M	0.0%	-62.78%	31
MORGAN STANLEY	Increased	5.4M(+37.2%)	$72.5M	0.0%	-21.41%	39
TWO SIGMA INVESTMENTS, LP	Decreased	5M(-35.3%)	$67.5M	0.0%	-39.25%	0
BNP Paribas Asset Management Holding S.A.	Decreased	5M(-0.9%)	$66.4M	0.1%	-36.03%	0
CITADEL ADVISORS LLC	Increased	4.9M(+1138.7%)	$65M	0.0%	-30.26%	48
UBS Group AG	Increased	4.4M(+63.3%)	$59.2M	0.0%	-33.89%	43
BALYASNY ASSET MANAGEMENT L.P.	Increased	3.9M(+1003.7%)	$52.5M	0.1%	-31.13%	47
Amundi	Increased	3.4M(+3.9%)	$45.8M	0.0%	-48.18%	30
NORTHERN TRUST CORP	Increased	2.9M(+16.9%)	$38.4M	0.0%	-61.43%	34
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	2.2M(+5.4%)	$30M	0.0%	-63.03%	30
BANK OF AMERICA CORP /DE/	Increased	2.2M(+9.0%)	$30M	0.0%	-9.94%	31

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer