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

Historical Holders from Q3 2022 to Q3 2025

Symbol
FSUN on Nasdaq
Type / Class
Equity / Common Stock, par value $0.0001 per share
Shares outstanding
27,940,604
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
9,182,029
Holdings value
$356,176,701
% of all portfolios
0%
Number of holders
91
Number of buys
62
Number of sells
32
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 9.9% $89,463,061 2,747,637 Wellington Management Group LLP 31 Mar 2025
Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 6.5% $59,128,960 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% $33,388,652 1,025,450 Twin Meadow VHC Trust U/A/D 5/25/2011 31 Mar 2025
As of 30 Sep 2025 FIRSTSUN CAPITAL BANCORP - Common Stock, par value $0.0001 per share (FSUN) has 91 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 9,182,029 shares of 27,940,604 outstanding shares and own 33% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of FIRSTSUN CAPITAL BANCORP - Common Stock, par value $0.0001 per share (FSUN) own 29% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Holdings Value Nb Shares Share Change %
WELLINGTON MANAGEMENT GROUP LLP 9.6% $104,379,701 2,690,892 -2.1%
BlackRock, Inc. 3% $32,835,850 846,503 +7.4%
VANGUARD GROUP INC 2.7% $29,337,459 756,315 -0.42%
STATE STREET CORP 1.6% $17,441,148 449,630 +162%
ALLIANCEBERNSTEIN L.P. 1.6% $17,098,011 440,784 +0.44%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1.3% $14,352,300 370,000 -63%
GEODE CAPITAL MANAGEMENT, LLC 1.1% $11,860,217 305,704 +2.6%
DIMENSIONAL FUND ADVISORS LP 0.77% $8,349,513 215,184 +29%
TWO SIGMA INVESTMENTS, LP 0.72% $7,825,068 201,729 +97%
MALTESE CAPITAL MANAGEMENT LLC 0.63% $6,788,250 175,000 -24%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.62% $6,697,404 172,658
BANC FUNDS CO LLC 0.58% $6,311,327 162,705 -0.61%
AQR CAPITAL MANAGEMENT LLC 0.57% $6,212,684 160,162
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.49% $5,275,440 136,000 +52%
SALZHAUER MICHAEL 0.45% $4,872,071 125,601 0%
GOLDMAN SACHS GROUP INC 0.44% $4,764,382 122,825 +75%
MORGAN STANLEY 0.42% $4,589,555 118,318 -5%
TWO SIGMA ADVISERS, LP 0.42% $4,519,035 116,500 +105%
JPMORGAN CHASE & CO 0.37% $4,028,264 103,848 +19%
Empowered Funds, LLC 0.37% $4,011,002 103,403 +30%
NORTHERN TRUST CORP 0.36% $3,911,660 100,842 +0.66%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.35% $3,765,229 97,067 +2.4%
MENDON CAPITAL ADVISORS CORP 0.29% $3,151,029 81,233 -35%
BNP PARIBAS FINANCIAL MARKETS 0.28% $2,982,718 76,894 0%
BANK OF AMERICA CORP /DE/ 0.27% $2,910,724 75,038 +377%

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 Investors
2025 Q3 9,182,029 $356,176,701 +$2,175,663 $38.79 91
2025 Q2 9,092,542 $315,967,709 +$31,604,403 $34.75 82
2025 Q1 8,124,877 $293,749,608 +$54,576,290 $36.15 62
2024 Q4 6,599,199 $264,300,393 +$48,949,371 $40.05 42
2024 Q3 5,353,435 $228,057,315 +$211,096,081 $42.60 27
2024 Q2 232,188 $8,056,923 $0 $34.70 2
2024 Q1 232,188 $8,301,064 -$186,209 $35.75 2
2023 Q4 237,396 $8,071,000 $0 $34.00 1
2023 Q3 237,396 $6,932,000 $0 $29.20 1
2023 Q2 237,396 $6,054,000 $0 $25.50 1
2023 Q1 237,396 $6,647,000 +$559,964 $28.00 1
2022 Q4 217,397 $7,924,000 +$3,105,489 $36.45 1
2022 Q3 132,197 $4,065,000 +$4,065,005 $30.75 1