Grantham, Mayo, Van Otterloo & Co (GMO)
RUN icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s Sunrun RUN Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106M Buy
7,820,138
+2,404,700
+44% +$40M 0.27% 47
2025
Q4 		$99.6M Sell
5,415,438
-810,588
-13% -$15.5M 0.25% 44
2025
Q3 		$108M Sell
6,226,026
-4,391,430
-41% -$58.8M 0.3% 39
2025
Q2 		$86.9M Sell
10,617,456
-913,400
-8% -$7.18M 0.26% 42
2025
Q1 		$67.6M Buy
11,530,856
+908,426
+9% +$7.48M 0.21% 47
2024
Q4 		$98.3M Sell
10,622,430
-496,231
-4% -$6.16M 0.32% 38
2024
Q3 		$201M Sell
11,118,661
-5,191,879
-32% -$92.3M 0.63% 30
2024
Q2 		$193M Buy
16,310,540
+1,684,521
+12% +$20.6M 0.65% 32
2024
Q1 		$193M Buy
14,626,019
+1,924,635
+15% +$26.5M 0.7% 33
2023
Q4 		$249M Sell
12,701,384
-1,480,722
-10% -$18.8M 1.1% 26
2023
Q3 		$178M Buy
14,182,106
+3,748,696
+36% +$61.6M 0.84% 33
2023
Q2 		$186M Sell
10,433,410
-1,081,000
-9% -$20.1M 0.86% 30
2023
Q1 		$232M Buy
11,514,410
+4,501,071
+64% +$105M 1.18% 23
2022
Q4 		$168M Buy
7,013,339
+1,030,900
+17% +$27.5M 0.9% 31
2022
Q3 		$165M Sell
5,982,439
-199,126
-3% -$6.19M 0.95% 28
2022
Q2 		$144M Buy
6,181,565
+1,052,421
+21% +$25.3M 0.78% 30
2022
Q1 		$156M Buy
5,129,144
+3,107,537
+154% +$86.7M 0.75% 36
2021
Q4 		$69.3M Buy
2,021,607
+767,224
+61% +$35.9M 0.33% 52
2021
Q3 		$55.2M Sell
1,254,383
-37,332
-3% -$1.78M 0.27% 64
2021
Q2 		$72.1M Buy
1,291,715
+660,416
+105% +$31.9M 0.36% 59
2021
Q1 		$38.2M Buy
+631,299
New +$43.9M 0.21% 74

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s RUN Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Sunrun (RUN) stake by 44% in Q1 2026, buying an estimated $40M and bringing the position to 7,820,138 shares worth $106M. The position accounts for 0.27% of the portfolio, ranked #47.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in RUN in Q1 2021 and has held it in 21 quarters since. The position peaked at $249M in Q4 2023. 397 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 7,820,138 shares of Sunrun worth $106M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 2,404,700 Sunrun shares in Q1 2026, an estimated $40M.
  • Sunrun made up 0.27% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #47 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Sunrun in Q1 2021 and has held it in 21 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Sunrun position peaked at $249M in Q4 2023.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.