| 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 | |||
| 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, 63 institutional investors reported holding 4,174,939 shares of FIRSTSUN CAPITAL BANCORP - Common Stock (FSUN). This represents 15% of the company’s total 27,964,903 outstanding shares.
The largest institutional shareholders of FIRSTSUN CAPITAL BANCORP - Common Stock (FSUN) together control 14% 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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3.1% | 865,849 | +2.3% | 0% | $32,586,227 |
| VANGUARD GROUP INC | 2.8% | 784,349 | +3.7% | 0% | $29,518,974 |
| STATE STREET CORP | 1.6% | 459,011 | +2.1% | 0% | $17,274,879 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 298,990 | -2.2% | 0% | $11,254,294 |
| DIMENSIONAL FUND ADVISORS LP | 1% | 284,023 | +32% | 0% | $10,688,982 |
| BANC FUNDS CO LLC | 0.6% | 168,489 | +3.6% | 1.3% | $6,341,084 |
| GOLDMAN SACHS GROUP INC | 0.6% | 166,410 | +35% | 0% | $6,262,840 |
| SALZHAUER MICHAEL | 0.5% | 140,960 | +12% | 2.4% | $5,305,012 |
| AMERICAN CENTURY COMPANIES INC | 0.42% | 117,375 | +89% | 0% | $4,417,408 |
| Empowered Funds, LLC | 0.35% | 97,865 | -5.4% | 0.03% | $3,683,149 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.35% | 97,010 | -0.06% | 0% | $3,650,971 |
| MORGAN STANLEY | 0.34% | 95,310 | -19% | 0% | $3,586,992 |
| FIRST TRUST ADVISORS LP | 0.26% | 71,426 | -3.9% | 0% | $2,688,117 |
| CALDWELL SUTTER CAPITAL, INC. | 0.21% | 58,672 | -7.5% | 0.94% | $2,208,121 |
| Bank of New York Mellon Corp | 0.16% | 45,710 | +47% | 0% | $1,720,296 |
| UBS Group AG | 0.14% | 38,522 | -7.8% | 0% | $1,449,776 |
| Assenagon Asset Management S.A. | 0.12% | 32,903 | -12% | 0% | $1,238,304 |
| BARCLAYS PLC | 0.1% | 28,392 | +49% | 0% | $1,068,533 |
| Swiss National Bank | 0.09% | 24,300 | 0% | 0% | $914,531 |
| BNP PARIBAS FINANCIAL MARKETS | 0.08% | 22,982 | 0% | 0% | $864,928 |
| Oppenheimer & Close, LLC | 0.08% | 21,150 | 0% | 0.54% | $795,980 |
| Nuveen, LLC | 0.07% | 19,354 | 0% | 0% | $728,388 |
| Rafferty Asset Management, LLC | 0.07% | 18,264 | -15% | 0% | $687,366 |
| Daytona Street Capital LLC | 0.06% | 16,370 | 0% | 0.5% | $616,085 |
| CITIGROUP INC | 0.05% | 14,859 | +1.5% | 0% | $559,219 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,174,939 | $157,126,133 | +$1,706,150 | $37.64 | 63 |
| 2025 Q3 | 9,182,029 | $356,176,700 | +$2,175,658 | $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 |