Latest Period
Q2 2026
Security Snapshot
FIRSTSUN CAPITAL BANCORP - Common Stock (FSUN) Institutional Ownership
CUSIP: 33767U107
13F Institutional Holders and Ownership History from Q3 2022 to Q2 2026
Institutions Reporting
166
Shares (Excl. Options)
24,658,958
Price
$38.78
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- Security type / class
- Equity / Common Stock
- Symbol
- FSUN on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 24,658,958
- Total 13F value
- $955,598,493
- Portfolio coverage rank
- 0.01%
- Share change
- +13,243,422
- Value change
- +$514,511,179
- Number of holders
- 166
- Shares outstanding
- 44,578,025
- SEC-reported price per share
- $34.49
- Insider filing price
- $34.49
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- FSUN - FIRSTSUN CAPITAL BANCORP - Common Stock is tracked under CUSIP 33767U107.
- 166 institutions reported positions in Q2 2026.
- 8 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 132 to 166 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $416,343,491 to $955,598,493.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 166 institutions filings for Q2 2026.
Security key
33767U107
Latest holder period
Q2 2026
13F holders
166
13D/G owners
8
CIK / CUSIP context first
Open Q2 2026 holders
FSUN full holder history
FIRSTSUN CAPITAL BANCORP SEC filings
FIRSTSUN CAPITAL BANCORP company facts
FIRSTSUN CAPITAL BANCORP insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33767U107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
8
Security
FSUN
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 9.3% | -10% | $152,336,647 | +$45,243,933 | 4,097,274 | +42% | Wellington Management Group LLP | 30 Jun 2026 |
| Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 | 4.1% | -34% | $67,518,880 | 1,816,000 | 0% | Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 | 01 Apr 2026 | |
| Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 | 4.1% | $67,518,880 | 1,816,000 | Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 | 01 Apr 2026 | |||
| Bay Pond Investors (Bermuda) L.P. | 4.1% | -26% | $66,840,494 | +$11,038,259 | 1,797,754 | +20% | Bay Pond Investors (Bermuda) L.P. | 30 Jun 2026 |
| Bay Pond Partners, L.P. | 4% | -26% | $66,296,439 | +$10,916,494 | 1,783,121 | +20% | Bay Pond Partners, L.P. | 30 Jun 2026 |
| Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 | 3.7% | $60,082,880 | 1,616,000 | Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 | 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 | 2.3% | -34% | $38,126,231 | 1,025,450 | 0% | Twin Meadow VHC Trust u/a/d 5/25/2011 | 01 Apr 2026 |
As of 30 Jun 2026, 166 institutional investors reported holding 24,658,958 shares of FIRSTSUN CAPITAL BANCORP - Common Stock (FSUN). This represents 55% of the company’s total 44,578,025 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 9.2% | 4,097,274 | +42% | 0.03% | $158,892,286 |
| Fortress Investment Group LLC | 4.9% | 2,196,449 | 16% | $85,178,292 | |
| CANYON CAPITAL ADVISORS LLC | 4.3% | 1,931,052 | 8.5% | $74,886,197 | |
| BlackRock, Inc. | 4.2% | 1,894,135 | +113% | 0% | $73,454,555 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3% | 1,319,161 | +114% | 0% | $51,157,064 |
| STRATEGIC VALUE BANK PARTNERS LLC | 2.6% | 1,151,160 | 31% | $44,641,985 | |
| STATE STREET CORP | 2.1% | 949,489 | +79% | 0% | $36,821,183 |
| DIMENSIONAL FUND ADVISORS LP | 1.7% | 739,703 | +86% | 0.01% | $28,685,683 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 676,961 | +118% | 0% | $26,257,630 |
| Stelac Advisory Services LLC | 1.4% | 623,704 | 0% | 4.5% | $24,187,241 |
| AMERIPRISE FINANCIAL INC | 1.4% | 623,683 | +306% | 0% | $24,186,428 |
| MIRABELLA FINANCIAL SERVICES LLP | 1.4% | 623,236 | +36% | 2.3% | $24,169,092 |
| GOLDMAN SACHS GROUP INC | 1.2% | 525,768 | +144% | 0% | $20,389,291 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.91% | 405,946 | +555% | 2.9% | $15,742,586 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.84% | 373,937 | +123% | 0.04% | $14,501,277 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.79% | 351,690 | +133% | 0% | $13,640,000 |
| MENDON CAPITAL ADVISORS CORP | 0.78% | 347,747 | +155% | 4.8% | $13,485,629 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 0.75% | 333,000 | 0.1% | $12,913,740 | |
| Curi Capital, LLC | 0.71% | 315,476 | +160% | 0.19% | $12,234,160 |
| FIRST FOUNDATION ADVISORS | 0.65% | 290,275 | 0.4% | $11,256,861 | |
| ALLIANCEBERNSTEIN L.P. | 0.62% | 276,717 | +8.1% | 0% | $10,089,102 |
| BANC FUNDS CO LLC | 0.53% | 238,031 | +41% | 1.5% | $9,230,842 |
| AMERICAN CENTURY COMPANIES INC | 0.53% | 236,526 | +40% | 0% | $9,172,478 |
| NORTHERN TRUST CORP | 0.51% | 229,279 | +109% | 0% | $8,891,440 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.49% | 220,578 | +138% | 0% | $8,554,015 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
16
Latest
Q2 2026
Rows shown
1-16 of 16
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 24,658,958 | $955,598,493 | +$514,511,179 | $38.78 | 166 |
| 2026 Q1 | 11,415,762 | $416,343,491 | +$69,382,597 | $36.46 | 132 |
| 2025 Q4 | 9,470,353 | $356,414,777 | +$11,659,455 | $37.64 | 97 |
| 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 |