Sunrun Inc.
MX ˙ BMV ˙ US86771W1053
SecurityMX:RUN / Sunrun Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership3,950,052 shares
Latest Disclosed Value $ 53,562,727
Morgan Stanley reports 5.99% decrease in ownership of RUN / Sunrun Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 3,950,052 shares of Sunrun Inc. (MX:RUN) valued at $53,562,727 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 4,201,799 shares of Sunrun Inc.. This represents a change in shares of -5.99% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SUNRUN COM 86771W105 3,950,052 -251,747 -5.99 53,563 -30.72 0.0032
2026-05-27 2025-12-31 13F/A-1 SUNRUN COM 86771W105 4,201,799 235,454 5.94 77,313 12.74 0.0046
2026-02-13 2025-12-31 13F SUNRUN COM 86771W105 4,201,799 235,454 77,313 0.0046
2026-05-27 2025-09-30 13F/A-1 SUNRUN COM 86771W105 3,966,345 -1,146,339 -22.42 68,578 63.98 0.0042
2025-11-14 2025-09-30 13F SUNRUN COM 86771W105 3,966,345 -1,146,339 68,578 0.0042
2025-08-15 2025-06-30 13F SUNRUN COM 86771W105 5,112,684 -2,518,466 -33.00 41,822 -6.48 0.0027
2025-05-15 2025-03-31 13F SUNRUN COM 86771W105 7,631,150 1,435,240 23.16 44,719 -21.97 0.0032
2025-05-15 2024-12-31 13F/A-1 SUNRUN COM 86771W105 6,195,910 86,630 1.42 57,312 -48.06 0.0040
2025-02-14 2024-12-31 13F SUNRUN COM 86771W105 6,195,910 86,630 57,312 0.0040
2025-05-14 2024-09-30 13F/A-2 SUNRUN COM 86771W105 6,109,280 -153,069 -2.44 110,334 48.55 0.0080
2025-02-14 2024-09-30 13F/A-1 SUNRUN COM 86771W105 6,109,280 -153,069 110,334 0.0080
2024-11-14 2024-09-30 13F SUNRUN COM 86771W105 6,109,280 -153,069 110,334 0.0009
2025-05-14 2024-06-30 13F/A-2 SUNRUN COM 86771W105 6,262,349 -111,167 -1.74 74,271 -11.58 0.0057
2024-10-17 2024-06-30 13F/A-1 SUNRUN COM 86771W105 6,262,349 -111,167 74,271 0.0057
2024-08-14 2024-06-30 13F SUNRUN COM 86771W105 6,262,349 -111,167 74,271 0.0057
2024-10-17 2024-03-31 13F/A-2 SUNRUN COM 86771W105 6,373,516 2,120,323 49.85 84,003 0.61 0.0067
2024-08-16 2024-03-31 13F/A-1 SUNRUN COM 86771W105 6,373,516 2,120,323 84,003 0.0008
2024-05-15 2024-03-31 13F SUNRUN COM 86771W105 6,373,516 2,120,323 84,003 0.0067
2024-08-16 2023-12-31 13F/A-1 SUNRUN COM 86771W105 4,253,193 -450,128 -9.57 83,490 41.33 0.0074
2024-02-13 2023-12-31 13F SUNRUN COM 86771W105 4,253,193 -450,128 83,490 0.0074
2023-11-15 2023-09-30 13F SUNRUN COM 86771W105 4,703,321 599,025 14.60 59,074 -19.41 0.0060
2023-08-14 2023-06-30 13F SUNRUN COM 86771W105 4,104,296 -779,947 -15.97 73,303 -25.52 0.0072
2023-05-15 2023-03-31 13F SUNRUN COM 86771W105 4,884,243 416,379 9.32 98,418 -8.29 0.0106
2023-02-14 2022-12-31 13F SUNRUN COM 86771W105 4,467,864 -257,322 -5.45 107,318 -17.68 0.0122
2022-11-14 2022-09-30 13F SUNRUN COM 86771W105 4,725,186 462,793 10.86 130,367 30.93 0.0178
2022-10-27 2022-06-30 13F/A-1 SUNRUN COM 86771W105 4,262,393 715,630 20.18 99,569 -7.56 0.0129
2022-08-15 2022-06-30 13F SUNRUN COM 86771W105 4,262,393 715,630 99,569 0.0129
2022-10-27 2022-03-31 13F/A-1 SUNRUN COM 86771W105 3,546,763 80,258 2.32 107,715 -9.41 0.0145
2022-05-13 2022-03-31 13F SUNRUN COM 86771W105 3,546,763 80,258 107,715 0.0145
2022-02-14 2021-12-31 13F SUNRUN COM 86771W105 3,466,505 -439,499 -11.25 118,902 -30.82 0.0147
2021-11-15 2021-09-30 13F SUNRUN COM 86771W105 3,906,004 -1,686,841 -30.16 171,864 -44.91 0.0231
2021-08-23 2021-06-30 13F/A-1 SUNRUN COM 86771W105 5,592,845 1,298,761 30.25 311,969 20.12 0.0411
2021-08-16 2021-06-30 13F SUNRUN COM 86771W105 5,592,845 1,298,761 311,969 0.0086
2021-05-17 2021-03-31 13F SUNRUN COM 86771W105 4,294,084 -519,757 -10.80 259,706 -22.24 0.0381
2021-02-16 2020-12-31 13F SUNRUN COM 86771W105 4,813,841 4,382,193 1,015.22 333,985 903.95 0.0516
2020-11-13 2020-09-30 13F SUNRUN COM 86771W105 431,648 -299,286 -40.95 33,267 130.81 0.0064
2020-08-14 2020-06-30 13F SUNRUN COM 86771W105 730,934 -107,361 -12.81 14,413 70.23 0.0032
2020-05-26 2020-03-31 13F/A-1 SUNRUN COM 86771W105 838,295 324,200 63.06 8,467 19.25 0.0023
2020-05-15 2020-03-31 13F SUNRUN COM 86771W105 838,295 324,200 8,467 650.4421
2020-02-14 2019-12-31 13F SUNRUN COM 86771W105 514,095 160,264 45.29 7,100 20.12 0.0017
2019-11-14 2019-09-30 13F SUNRUN COM 86771W105 353,831 -103,252 -22.59 5,911 -31.07 0.0016
2019-08-14 2019-06-30 13F SUNRUN COM 86771W105 457,083 -49,471 -9.77 8,575 20.40 0.0023
2019-05-15 2019-03-31 13F SUNRUN COM 86771W105 506,554 -98,570 -16.29 7,122 8.06 0.0020
2019-02-14 2018-12-31 13F SUNRUN COM 86771W105 605,124 -766,514 -55.88 6,591 -61.37 0.0020
2019-04-23 2018-09-30 13F/A-2 SUNRUN COM 86771W105 1,371,638 701,745 104.75 17,064 93.73 0.0043
2018-11-20 2018-09-30 13F/A-1 SUNRUN COM 86771W105 1,371,638 0 17,064 0.0043
2018-11-14 2018-09-30 13F SUNRUN COM 86771W105 1,371,638 701,745 17,064
2019-04-23 2018-06-30 13F/A-1 SUNRUN COM 86771W105 669,893 182,454 37.43 8,808 102.34 0.0024
2018-08-14 2018-06-30 13F SUNRUN COM 86771W105 669,893 182,454 8,808
2019-04-23 2018-03-31 13F/A-1 SUNRUN COM 86771W105 487,439 6,550 1.36 4,353 53.44 0.0012
2018-05-14 2018-03-31 13F SUNRUN COM 86771W105 487,439 6,550 4,353
2019-04-23 2017-12-31 13F/A-1 SUNRUN COM 86771W105 480,889 116,892 32.11 2,837 40.38 0.0008
2018-02-14 2017-12-31 13F SUNRUN COM 86771W105 480,889 116,892 2,837
2017-11-14 2017-09-30 13F SUNRUN COM 86771W105 363,997 -123,883 -25.39 2,021 -41.82 0.0006
2017-08-11 2017-06-30 13F SUNRUN COM 86771W105 487,880 186,191 61.72 3,474 113.26 0.0010
2017-05-22 2017-03-31 13F/A-1 SUNRUN COM 86771W105 301,689 -98,065 -24.53 1,629 -23.27 0.0005
2017-05-12 2017-03-31 13F SUNRUN COM 86771W105 301,689 1,629
2017-02-22 2016-12-31 13F/A-1 SUNRUN COM 86771W105 399,754 98,782 32.82 2,123 11.91 0.0007
2017-02-13 2016-12-31 13F SUNRUN COM 86771W105 399,754 2,123
2016-11-10 2016-09-30 13F SUNRUN COM 86771W105 300,972 -383,903 -56.05 1,897 -53.29 0.0006
2016-08-12 2016-06-30 13F SUNRUN COM 86771W105 684,875 200,648 41.44 4,061 29.45 0.0015
2016-05-12 2016-03-31 13F SUNRUN COM 86771W105 484,227 234,719 94.07 3,137 6.81 0.0012
2016-02-09 2015-12-31 13F SUNRUN COM 86771W105 249,508 160,000 178.75 2,937 216.49 0.0011
2016-02-08 2015-09-30 13F/A-1 SUNRUN COM 86771W105 89,508 89,508 928 0.0003
2015-11-09 2015-09-30 13F SUNRUN COM 86771W105 89,508 928 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.