$RUN

$7.53 +$0.26 (3.58%) Close

$RUN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 240.8M shares outstanding

Who owns RUN?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 60.7%

BlackRock, Inc. 17.2% · Goldman Sachs Group Inc 8.0%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

393

-7 vs last qtr

Net shares bought

+10.9M

by institutions in Q2 2026

New / sold out

63 / 70

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Goldman Sachs Group Inc +7.0M
Citadel Advisors LLC +4.5M

Biggest sellers in Q2 2026

Alyeska Investment Group, L.P. SOLD OUT −6.5M
Two Sigma Investments, LP −2.7M

Who is planning to sell?

Notices of proposed sale, last 12 months

$24.1M

54 notices from 8 people

Shares covered

1.6M

0.66% of the company

Arranged in advance

60%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jurich Lynn Michelle Director $7.93M
Fenster Edward Harris Director 10b5-1 $6.34M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+152.0%

+10.81% a year

Each share's claim on the business

−60.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$5M vs $920M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years70% 3–5 years10% 1–3 years10% Under 1 year10%

Quarterly turnover

14.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting RUN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	41.4M	17.18%	−502.5K (−1.2%)	≤2021	0.0%
Shares held by quarter Peak holding42.3M (Q3'24) Change over 8 quarters−894.7K Share of the company17.180% BlackRock, Inc.'s full portfolio →
GS Goldman Sachs Group Inc	19.2M	7.97%	+7.0M (+57.5%)	≤2021	0.0%
Shares held by quarter Peak holding19.2M (Q2'26) Change over 8 quarters+16.6M Share of the company7.970% Goldman Sachs Group Inc's full portfolio →

BlackRock, Inc.

41.4M

% of company

17.18%

Change vs last qtr

−502.5K (−1.2%)

Held since

≤2021

Goldman Sachs Group Inc

19.2M

% of company

7.97%

Change vs last qtr

+7.0M (+57.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Sunrun Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting RUN on Form N-PORT; together they hold 40.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$192M	14.4M	5.97%	0.17%	June 30, 2026
IS Invesco Solar ETF Invesco Exchange-Traded Fund Trust II	$111M	6.6M	2.75%	4.83%	May 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$192M

% of company

5.97%

% of the fund

0.17%

As of

June 30, 2026

Invesco Solar ETF

Invesco Exchange-Traded Fund Trust II

Position value

$111M

% of company

2.75%

% of the fund

4.83%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Sunrun Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
JL Jurich Lynn Michelle Insider	2.0M	0.82%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.820% Jurich Lynn Michelle's insider activity →
FE Fenster Edward Harris Insider	1.6M	0.65%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.650% Fenster Edward Harris's insider activity →

Jurich Lynn Michelle

Insider

2.0M

% of company

0.82%

Change vs last qtr

—

Held since

—

Fenster Edward Harris

Insider

1.6M

% of company

0.65%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of Sunrun Inc.

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