Firstsun Capital Bancorp FSUN Institutional Ownership

NASDAQ FSUN

$38.00 -0.61 (-1.58%)

As of: Oct 1, 2026 · 9:58 AM EDT

Institutions by Trading Activity

163 Institutions

Increased 137 84.0%

Unchanged 4 2.5%

Reduced 22 13.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

51.73%

▲+12.91 pp QoQ

Shares Held by Institutions

24.17Mn

of 46.72Mn outstanding

▲+132.77% QoQ

Shares Outstanding

46.72Mn

22.55Mn held outside 13F filers

Institutional Investors

163

filed 13F for Jun 2026

▲+32 vs prior quarter

Net Shares Added (QoQ)

+13.78Mn

accumulated since last quarter

Value of Holdings

$933.10Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Firstsun Capital Bancorp (NASDAQ:FSUN) has 163 institutional investors with active 13F positions as of June 2026.

These investors collectively held 51.7% of Firstsun Capital Bancorp's outstanding shares in June 2026, up from 38.8% in March 2026.
Their total shares held in FSUN increased 132.77% from the prior quarter, while the number of investors in Firstsun Capital Bancorp increased 101.23% year over year.
Among the 163 funds, 137 bought more Firstsun Capital Bancorp shares, 22 sold down, and 4 held their ground.
Altogether, these fund groups held 24.17Mn shares in FSUN by June 2026, up by 13.78Mn shares quarter on quarter, and up 15.23Mn shares year over year.
WELLINGTON MANAGEMENT GROUP LLP is the top holder of Firstsun Capital Bancorp as of June 30, 2026, with 4.1Mn shares representing 8.77% of outstanding stock.
Leading buyers of Firstsun Capital Bancorp shares for the quarter ending June 2026 were Fortress Investment Group LLC (2.2Mn), CANYON CAPITAL ADVISORS LLC (1.93Mn), WELLINGTON MANAGEMENT GROUP LLP (1.22Mn), STRATEGIC VALUE BANK PARTNERS LLC (1.15Mn), BlackRock, Inc. (1.01Mn).
The largest sellers of Firstsun Capital Bancorp for the quarter ending June 2026 were TWO SIGMA INVESTMENTS, LP (216.04K), CITADEL ADVISORS LLC (70.2K), Barclays Plc (65.45K), EverSource Wealth Advisors, LLC (19.66K), Wells Fargo & Company/Mn (15.74K).
Per Business Quant, the top 10 investors in FSUN for the quarter ending June 2026 include WELLINGTON MANAGEMENT GROUP LLP (4.1Mn), Fortress Investment Group LLC (2.2Mn), CANYON CAPITAL ADVISORS LLC (1.93Mn), BlackRock, Inc. (1.89Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.32Mn), STRATEGIC VALUE BANK PARTNERS LLC (1.15Mn), State Street Corp (949.49K), DIMENSIONAL FUND ADVISORS LP (739.7K), GEODE CAPITAL MANAGEMENT, LLC (676.96K), Ameriprise Financial Inc (623.68K).

Form 13F Holdings

163 Institutional Holders

Report period 30 Jun, 2026

Total shares held 24.17Mn

Of outstanding 51.73%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	WELLINGTON MANAGEMENT GROUP LLP	0000902219	4,097,274	8.77%	▲1,216,889	+42.25%	$158.89Mn
2	Fortress Investment Group LLC	0001380393	2,196,449	4.70%	▲2,196,449	0.00%	$85.18Mn
3	CANYON CAPITAL ADVISORS LLC	0001074034	1,931,052	4.13%	▲1,931,052	0.00%	$74.89Mn
4	BlackRock, Inc.	0002012383	1,894,135	4.05%	▲1,006,903	+113.49%	$73.45Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,319,161	2.82%	▲704,099	+114.48%	$51.16Mn
6	STRATEGIC VALUE BANK PARTNERS LLC	0001904067	1,151,160	2.46%	▲1,151,160	0.00%	$44.64Mn
7	State Street Corp	0000093751	949,489	2.03%	▲419,532	+79.16%	$36.82Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	739,703	1.58%	▲341,341	+85.69%	$28.69Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	676,961	1.45%	▲366,994	+118.40%	$26.26Mn
10	Ameriprise Financial Inc	0000820027	623,683	1.33%	▲469,951	+305.69%	$24.19Mn
11	MIRABELLA FINANCIAL SERVICES LLP	0001538853	623,236	1.33%	▲163,835	+35.66%	$24.17Mn
12	Goldman Sachs Group Inc	0000886982	525,768	1.13%	▲310,638	+144.40%	$20.39Mn
13	MALTESE CAPITAL MANAGEMENT LLC	0001040762	405,946	0.87%	▲344,000	+555.32%	$15.74Mn
14	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	373,937	0.80%	▲206,419	+123.22%	$14.50Mn
15	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	351,690	0.75%	▲200,698	+132.92%	$13.64K
16	MENDON CAPITAL ADVISORS CORP	0001177043	347,747	0.74%	▲211,422	+155.09%	$13.49Mn
17	MONETA GROUP INVESTMENT ADVISORS LLC	0001120927	333,000	0.71%	▲333,000	0.00%	$12.91Mn
18	Curi Capital, LLC	0001332905	315,476	0.68%	▲194,151	+160.03%	$12.23Mn
19	FIRST FOUNDATION ADVISORS	0001086763	290,275	0.62%	▲290,275	0.00%	$11.26Mn
20	ALLIANCEBERNSTEIN L.P.	0001109448	276,717	0.59%	▲20,671	+8.07%	$10.09Mn

Showing 1 to 20 of 163 holders