FIRSTSUN CAP BANCORP (FSUN)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
163
Reporting holders
$954.5M
Reported value
88.2%
Of shares outstanding
0.0%
Held as options
+37
Holder change
Institutions report 24,631,047 shares against 27,923,333 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted; share count carried from an earlier filing (concept 2026-03-05).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $158.9M | 4,097,274 | 0.03% | 8q | +42.2%+$47.2M |
| Fortress Investment Group LLC | $85.2M | 2,196,449 | 16.05% | new | NEW |
| CANYON CAPITAL ADVISORS LLC | $74.9M | 1,931,052 | 8.49% | new | NEW |
| BlackRock, Inc. | $73.5M | 1,894,135 | 0.00% | 8q | +113.5%+$39.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $51.2M | 1,319,161 | 0.00% | 2q | +114.5%+$27.3M |
| STRATEGIC VALUE BANK PARTNERS LLC | $44.6M | 1,151,160 | 31.26% | new | NEW |
| STATE STREET CORP | $36.8M | 949,489 | 0.00% | 8q | +79.2%+$16.3M |
| DIMENSIONAL FUND ADVISORS LP | $28.7M | 739,703 | 0.01% | 7q | +85.7%+$13.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $26.3M | 676,961 | 0.00% | 8q | +118.4%+$14.2M |
| Stelac Advisory Services LLC | $24.2M | 623,704 | 4.51% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $24.2M | 623,683 | 0.00% | 4q | +102.8%+$12.3M |
| MIRABELLA FINANCIAL SERVICES LLP | $24.2M | 623,236 | 2.31% | 3q | +35.7%+$6.4M |
| GOLDMAN SACHS GROUP INC | $20.4M | 525,768 | 0.00% | 8q | +144.4%+$12.0M |
| MALTESE CAPITAL MANAGEMENT LLC | $15.7M | 405,946 | 2.87% | 7q | +555.3%+$13.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.5M | 373,937 | 0.04% | 4q | +123.2%+$8.0M |
| MENDON CAPITAL ADVISORS CORP | $13.5M | 347,747 | 4.77% | 8q | +155.1%+$8.2M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $12.9M | 333,000 | 0.10% | new | NEW |
| Curi Capital, LLC | $12.2M | 315,476 | 0.19% | 6q | +160.0%+$7.5M |
| FIRST FOUNDATION ADVISORS | $11.3M | 290,275 | 0.40% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $10.1M | 276,717 | 0.00% | 8q | +8.1%+$753.7K |
| BANC FUNDS CO LLC | $9.2M | 238,031 | 1.52% | 16q | +41.3%+$2.7M |
| AMERICAN CENTURY COMPANIES INC | $9.2M | 236,526 | 0.00% | 6q | +39.7%+$2.6M |
| Verition Fund Management LLC | $9.0M | 232,868 | 0.02% | 2q | +865.1%+$8.1M |
| NORTHERN TRUST CORP | $8.9M | 229,279 | 0.00% | 8q | +108.7%+$4.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.6M | 220,578 | 0.00% | 8q | +137.8%+$5.0M |
| Sixth Street Partners Management Company, L.P. | $8.6M | 220,578 | 0.00% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8.1M | 209,893 | 0.00% | 2q | +116.8%+$4.4M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.3M | 188,389 | 0.13% | 7q | +2.5%+$177.8K |
| VANGUARD FIDUCIARY TRUST CO | $6.8M | 175,872 | 0.00% | 2q | +146.7%+$4.1M |
| SALZHAUER MICHAEL | $5.5M | 140,987 | 1.87% | 7q | HELD |
| Empowered Funds, LLC | $4.8M | 124,995 | 0.03% | 7q | +3.8%+$177.8K |
| FIRST TRUST ADVISORS LP | $4.7M | 121,277 | 0.00% | 5q | +58.1%+$1.7M |
| BANK OF AMERICA CORP /DE/ | $4.0M | 103,115 | 0.00% | 8q | +3.5%+$134.9K |
| TWO SIGMA INVESTMENTS, LP | $3.8M | 97,802 | 0.00% | 7q | -68.8%-$8.4M |
| Quantinno Capital Management LP | $3.8M | 97,410 | 0.00% | 2q | +249.2%+$2.7M |
| EJF Capital LP | $3.8M | 96,926 | 2.51% | new | NEW |
| MORGAN STANLEY | $3.5M | 91,383 | 0.00% | 8q | -14.5%-$601.6K |
| Gator Capital Management, LLC | $3.5M | 91,186 | 0.74% | new | NEW |
| CITADEL ADVISORS LLC | $3.5M | 90,508 | 0.00% | 6q | -43.7%-$2.7M |
| Access Investment Management LLC | $3.4M | 87,340 | 0.87% | 2q | +62.6%+$1.3M |
| ExodusPoint Capital Management, LP | $3.3M | 85,132 | 0.02% | 3q | +189.3%+$2.2M |
| MARTINGALE ASSET MANAGEMENT L P | $3.1M | 81,142 | 0.07% | new | NEW |
| Bank of New York Mellon Corp | $3.1M | 80,656 | 0.00% | 5q | +80.9%+$1.4M |
| Black Maple Capital Management LP | $2.7M | 69,544 | 1.53% | 3q | +733.9%+$2.4M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2.5M | 64,332 | 0.12% | new | NEW |
| CALDWELL SUTTER CAPITAL, INC. | $2.4M | 60,912 | 0.89% | 8q | +4.4%+$100.4K |
| Nuveen, LLC | $2.3M | 58,496 | 0.00% | 5q | +202.2%+$1.5M |
| AQR CAPITAL MANAGEMENT LLC | $2.2M | 56,493 | 0.00% | 4q | +28.8%+$490.4K |
| Swiss National Bank | $2.1M | 53,100 | 0.00% | 6q | +3.9%+$77.6K |
| Invesco Ltd. | $2.0M | 51,745 | 0.00% | 5q | +5.7%+$107.3K |
| CenterBook Partners LP | $1.9M | 48,823 | 0.09% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 46,835 | 0.00% | 2q | +285.2%+$1.3M |
| UBS Group AG | $1.7M | 43,024 | 0.00% | 8q | -4.0%-$70.1K |
| CITIGROUP INC | $1.6M | 42,271 | 0.00% | 8q | +69.5%+$672.3K |
| GABELLI FUNDS LLC | $1.4M | 36,629 | 0.01% | new | NEW |
| ALLSTATE CORP | $1.4M | 34,992 | 0.01% | 2q | +291.9%+$1.0M |
| RHUMBLINE ADVISERS | $1.2M | 30,720 | 0.00% | 5q | +142.8%+$700.7K |
| Legal & General Group Plc | $1.1M | 29,309 | 0.00% | 6q | +230.7%+$791.5K |
| SEI INVESTMENTS CO | $1.1M | 28,195 | 0.00% | 4q | +107.1%+$565.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 27,960 | 0.00% | 8q | +182.4%+$700.3K |
| Corient Private Wealth LP | $1.0M | 26,682 | 0.00% | new | NEW |
| BARCLAYS PLC | $1.0M | 25,833 | 0.00% | 7q | -71.7%-$2.5M |
| DEUTSCHE BANK AG\ | $957.4K | 24,687 | 0.00% | 5q | +150.1%+$574.5K |
| NAPLES GLOBAL ADVISORS, LLC | $926.5K | 23,892 | 0.06% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $925.7K | 23,870 | 0.00% | 7q | -16.8%-$187.0K |
| FLC Capital Advisors | $924.0K | 23,826 | 0.15% | new | NEW |
| D. E. Shaw & Co., Inc. | $906.9K | 23,387 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $903.3K | 23,293 | 0.00% | 3q | -33.0%-$443.9K |
| CreativeOne Wealth, LLC | $843.0K | 21,739 | 0.02% | 5q | +50.1%+$281.3K |
| STRS OHIO | $829.9K | 21,400 | 0.00% | 5q | +69.8%+$341.3K |
| Oppenheimer & Close, LLC | $820.2K | 21,150 | 0.52% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $819.4K | 21,129 | 0.00% | 5q | -71.3%-$2.0M |
| Numerai GP LLC | $744.0K | 19,185 | 0.06% | 2q | +69.5%+$305.0K |
| GROUP ONE TRADING LLC | $739.8K | 19,078 | 0.00% | new | NEW |
| Allspring Global Investments Holdings, LLC | $733.9K | 18,417 | 0.00% | 2q | +3.3%+$23.4K |
| Y-Intercept (Hong Kong) Ltd | $721.5K | 18,605 | 0.01% | 2q | -11.1%-$90.0K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $709.8K | 18,303 | 0.01% | 2q | +128.6%+$399.4K |
| Rafferty Asset Management, LLC | $694.3K | 17,903 | 0.00% | 4q | +2.9%+$19.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $687.2K | 17,721 | 0.00% | 2q | HELD |
| PRIVATE MANAGEMENT GROUP INC | $685.0K | 17,665 | 0.02% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $601.0K | 15,498 | 0.00% | 8q | +55.6%+$214.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $572.7K | 14,769 | 0.00% | 5q | +126.9%+$320.4K |
| MetLife Investment Management, LLC | $562.4K | 14,502 | 0.00% | 5q | +85.7%+$259.6K |
| Daytona Street Capital LLC | $561.3K | 16,000 | 0.41% | 3q | -2.3%-$13.0K |
| BARR E S & CO | $542.9K | 14,000 | 0.03% | 2q | -6.7%-$38.8K |
| Susquehanna Portfolio Strategies, LLC | $537.8K | 13,867 | 0.01% | 4q | +70.2%+$221.8K |
| Engineers Gate Manager LP | $525.2K | 13,544 | 0.01% | 2q | +39.1%+$147.5K |
| Creative Planning | $521.7K | 13,454 | 0.00% | new | NEW |
| Walleye Capital LLC | $512.7K | 13,222 | 0.00% | new | NEW |
| Jupiter Topco LLC | $505.6K | 13,034 | 0.00% | new | FIRST |
| Russell Investments Group, Ltd. | $478.8K | 12,347 | 0.00% | 4q | +616.2%+$412.0K |
| Polymer Capital Management (US) LLC | $477.3K | 12,308 | 0.06% | new | NEW |
| JPMORGAN CHASE & CO | $448.2K | 11,558 | 0.00% | 6q | +104.0%+$228.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $444.9K | 11,472 | 0.00% | 5q | +91.1%+$212.1K |
| Inscription Capital, LLC | $405.2K | 10,448 | 0.04% | new | NEW |
| Squarepoint Ops LLC | $384.9K | 9,926 | 0.00% | 3q | -31.1%-$173.9K |
| Vanguard Global Advisers, LLC | $352.4K | 9,086 | 0.00% | 2q | +122.4%+$193.9K |
| KLP KAPITALFORVALTNING AS | $333.5K | 8,600 | 0.00% | 6q | +218.5%+$228.8K |
| NEW YORK STATE COMMON RETIREMENT FUND | $328.9K | 8,481 | 0.00% | 5q | +112.0%+$173.8K |
| Brevan Howard Capital Management LP | $325.9K | 8,403 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 9.3% |
| 2026-08-13 | 13G/A | Bay Pond Partners, L.P. | 4.0% |
| 2026-08-13 | 13G/A | Bay Pond Investors (Bermuda) L.P. | 4.1% |
| 2026-08-11 | 13G/A | Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011with 2 co-filers | 3.7% |
| 2026-08-11 | 13G/A | Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011with 1 co-filers | 4.1% |
| 2026-08-11 | 13G/A | Twin Meadow VHC Trust u/a/d 5/25/2011with 3 co-filers | 2.3% |
| 2026-08-11 | 13G/A | Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011with 3 co-filers | 4.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 163 | $954.5M | 24,631,047 | 58 | 77 | 21 | 0.0% |
| Q1 2026 | 126 | $415.9M | 11,403,898 | 32 | 46 | 26 | 0.0% |
| Q4 2025 | 92 | $356.4M | 9,470,528 | 14 | 23 | 39 | 0.0% |
| Q3 2025 | 87 | $360.2M | 9,285,096 | 23 | 36 | 17 | 0.0% |
| Q2 2025 | 77 | $314.9M | 9,062,399 | 30 | 28 | 13 | 0.0% |
| Q1 2025 | 59 | $292.1M | 8,080,490 | 20 | 26 | 8 | 0.0% |
| Q4 2024 | 42 | $264.0M | 6,591,110 | 20 | 15 | 1 | 0.0% |
| Q3 2024 | 26 | $227.7M | 5,345,081 | 23 | 0 | 0 | 0.0% |
| Q2 2024 | 2 | $8.1M | 232,188 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $358.0K | 232,188 | 1 | 0 | 1 | 0.0% |
| Q4 2023 | 1 | $8.1K | 237,396 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $6.9K | 237,396 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $6.1K | 237,396 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $6.6K | 237,396 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 1 | $7.9K | 217,397 | 0 | 1 | 0 | 0.0% |
| Q3 2022 | 1 | $4.1M | 132,197 | 1 | 0 | 0 | 0.0% |