Security Snapshot

FIRSTSUN CAPITAL BANCORP - Common Stock, par value $0.0001 per share (FSUN) Institutional Ownership

CUSIP: 33767U107

13F Institutional Holders and Ownership History from Q3 2022 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

96

Shares (Excl. Options)

9,470,303

Price

$37.64

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Type / Class
Equity / Common Stock, par value $0.0001 per share
Symbol
FSUN on Nasdaq
Shares outstanding
44,139,881
Price per share
$35.36
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
9,470,303
Total reported value
$356,412,895
% of total 13F portfolios
0%
Share change
+325,704
Value change
+$11,677,748
Number of holders
96
Price from insider filings
$35.36
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • FSUN - FIRSTSUN CAPITAL BANCORP - Common Stock, par value $0.0001 per share is tracked under CUSIP 33767U107.
  • 96 institutions reported positions in Q4 2025.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 96 to 62 between Q4 2025 and Q1 2026.
  • Reported value moved from $356,412,895 to $151,833,347.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 96 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 33767U107?
CUSIP 33767U107 identifies FSUN - FIRSTSUN CAPITAL BANCORP - Common Stock, par value $0.0001 per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of FIRSTSUN CAPITAL BANCORP - Common Stock, par value $0.0001 per share (FSUN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 10% +4% $108,419,420 +$4,996,714 2,880,385 +4.8% Wellington Management Group LLP 31 Dec 2025
Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 6.5% $64,141,120 1,816,000 Karen Hale Young Family Irrevocable Trust U/A/D 5/25/2011 31 Mar 2025
Bay Pond Investors (Bermuda) L.P. 5.4% $54,731,667 1,500,867 Bay Pond Investors (Bermuda) L.P. 01 Apr 2026
Bay Pond Partners, L.P. 5.3% $54,317,478 1,489,509 Bay Pond Partners, L.P. 01 Apr 2026
John J Hale Trust u/a/d 12-1-1996 3.4% $52,442,416 1,483,100 John J Hale Trust u/a/d 12-1-1996 17 Mar 2026
Twin Meadow VHC Trust u/a/d 5/25/2011 3.7% $36,218,894 1,025,450 Twin Meadow VHC Trust U/A/D 5/25/2011 31 Mar 2025

As of 31 Dec 2025, 96 institutional investors reported holding 9,470,303 shares of FIRSTSUN CAPITAL BANCORP - Common Stock, par value $0.0001 per share (FSUN). This represents 21% of the company’s total 44,139,881 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of FIRSTSUN CAPITAL BANCORP - Common Stock, par value $0.0001 per share (FSUN) together control 19% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WELLINGTON MANAGEMENT GROUP LLP 6.5% 2,880,385 +7% 0.02% $108,403,289
BlackRock, Inc. 2% 865,849 +2.3% 0% $32,586,227
VANGUARD GROUP INC 1.8% 784,349 +3.7% 0% $29,518,974
STATE STREET CORP 1% 459,011 +2.1% 0% $17,274,879
ALLIANCEBERNSTEIN L.P. 0.92% 408,184 -7.4% 0% $15,362,005
GEODE CAPITAL MANAGEMENT, LLC 0.68% 298,990 -2.2% 0% $11,254,294
DIMENSIONAL FUND ADVISORS LP 0.64% 284,023 +32% 0% $10,688,982
TWO SIGMA INVESTMENTS, LP 0.45% 200,671 -0.52% 0.01% $7,552,253
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.39% 172,658 0% 0.02% $6,497,984
BANC FUNDS CO LLC 0.38% 168,489 +3.6% 1.3% $6,341,084
GOLDMAN SACHS GROUP INC 0.38% 166,410 +35% 0% $6,262,840
MIRABELLA FINANCIAL SERVICES LLP 0.38% 166,075 0.6% $6,250,233
AMERIPRISE FINANCIAL INC 0.36% 157,745 +637% 0% $5,936,733
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.35% 154,662 +14% 0.12% $5,820,704
CITADEL ADVISORS LLC 0.32% 142,998 +189% 0% $5,381,730
SALZHAUER MICHAEL 0.32% 140,960 +12% 2.4% $5,305,012
MENDON CAPITAL ADVISORS CORP 0.32% 140,515 +73% 2.1% $5,288,282
Curi Capital, LLC 0.3% 133,725 +91% 0.09% $5,032,740
TWO SIGMA ADVISERS, LP 0.28% 125,500 +7.7% 0.01% $4,723,192
AMERICAN CENTURY COMPANIES INC 0.27% 117,375 +89% 0% $4,417,408
Balyasny Asset Management L.P. 0.25% 110,379 0.01% $4,154,114
Empowered Funds, LLC 0.22% 97,865 -5.4% 0.06% $3,683,149
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.22% 97,010 -0.06% 0% $3,650,971
NORTHERN TRUST CORP 0.22% 95,323 -5.5% 0% $3,587,481
MORGAN STANLEY 0.22% 95,310 -19% 0% $3,586,992

Institutional Holders of FIRSTSUN CAPITAL BANCORP - Common Stock, par value $0.0001 per share (FSUN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 4,164,018 $151,833,347 +$49,753,593 $36.46 62
2025 Q4 9,470,303 $356,412,895 +$11,677,748 $37.64 96
2025 Q3 9,182,029 $356,176,700 +$2,175,386 $38.79 91
2025 Q2 9,092,542 $315,967,709 +$31,604,399 $34.75 82
2025 Q1 8,124,877 $293,749,608 +$54,576,291 $36.15 62
2024 Q4 6,599,464 $264,311,006 +$48,959,979 $40.05 43
2024 Q3 5,353,435 $228,057,315 +$211,096,082 $42.60 27
2024 Q2 232,188 $8,056,923 $34.70 2
2024 Q1 232,188 $8,301,064 -$186,209 $35.75 2
2023 Q4 237,396 $8,071,000 $34.00 1
2023 Q3 237,396 $6,932,000 $29.20 1
2023 Q2 237,396 $6,054,000 $25.50 1
2023 Q1 237,396 $6,647,000 +$559,965 $28.00 1
2022 Q4 217,397 $7,924,000 +$3,105,493 $36.45 1
2022 Q3 132,197 $4,065,000 +$4,065,000 $30.75 1
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