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Institutional Ownership · SEC Form 13F

Who owns FirstSun Capital Bancorp (FSUN)


Which tracked institutional funds hold FSUN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FSUN company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

164
Institutional holders
25M
Shares held (tracked funds)
88.4%
Of shares outstanding

Conviction spread

FSUN’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in FSUN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their FSUN positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Holder changes are not shown this quarter: many holders could not be matched across the two filings, most often because the security's identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Funds that held FSUN in the 2026-Q1 filings and are missing from 2026-Q2 may still hold it, so we do not name them as exits or read the quarter as buying or selling.

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP added4,097,274$159M16.7%2026-Q2
Fortress Investment Group LLC new2,196,449$85M9.0%2026-Q2
CANYON CAPITAL ADVISORS LLC new1,931,052$75M7.9%2026-Q2
BlackRock, Inc. added1,894,135$73M7.7%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,319,161$51M5.4%2026-Q2
STRATEGIC VALUE BANK PARTNERS LLC new1,151,160$45M4.7%2026-Q2
STATE STREET CORP added949,489$37M3.9%2026-Q2
DIMENSIONAL FUND ADVISORS LP added739,703$29M3.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added676,961$26M2.8%2026-Q2
Stelac Advisory Services LLC623,704$24M2.5%2026-Q2
AMERIPRISE FINANCIAL INC added623,683$24M2.5%2026-Q2
MIRABELLA FINANCIAL SERVICES LLP added623,236$24M2.5%2026-Q2
GOLDMAN SACHS GROUP INC added525,768$20M2.1%2026-Q2
MALTESE CAPITAL MANAGEMENT LLC added405,946$16M1.7%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added373,937$15M1.5%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added351,690$14M1.4%2026-Q2
MENDON CAPITAL ADVISORS CORP added347,747$13M1.4%2026-Q2
MONETA GROUP INVESTMENT ADVISORS LLC new333,000$13M1.4%2026-Q2
Curi Capital, LLC added315,476$12M1.3%2026-Q2
FIRST FOUNDATION ADVISORS new290,275$11M1.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added276,717$10M1.1%2026-Q2
BANC FUNDS CO LLC added238,031$9M1.0%2026-Q2
AMERICAN CENTURY COMPANIES INC added236,526$9M1.0%2026-Q2
NORTHERN TRUST CORP added229,279$9M0.9%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added220,578$9M0.9%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added209,893$8M0.9%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added188,389$7M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added175,872$7M0.7%2026-Q2
SALZHAUER MICHAEL added140,987$5M0.6%2026-Q2
Empowered Funds, LLC added124,995$5M0.5%2026-Q2
FIRST TRUST ADVISORS LP added121,277$5M0.5%2026-Q2
Verition Fund Management LLC added116,434$5M0.5%2026-Q2
BANK OF AMERICA CORP /DE/ added103,115$4M0.4%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed97,802$4M0.4%2026-Q2
Quantinno Capital Management LP added97,410$4M0.4%2026-Q2
EJF Capital LP added96,926$4M0.4%2026-Q2
MORGAN STANLEY trimmed91,383$4M0.4%2026-Q2
Gator Capital Management, LLC new91,186$4M0.4%2026-Q2
CITADEL ADVISORS LLC trimmed90,508$4M0.4%2026-Q2
Access Investment Management LLC added87,340$3M0.4%2026-Q2
ExodusPoint Capital Management, LP added85,132$3M0.3%2026-Q2
MARTINGALE ASSET MANAGEMENT L P new81,142$3M0.3%2026-Q2
Bank of New York Mellon Corp added80,656$3M0.3%2026-Q2
Black Maple Capital Management LP added69,544$3M0.3%2026-Q2
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. new64,332$2M0.3%2026-Q2
CALDWELL SUTTER CAPITAL, INC. added60,912$2M0.2%2026-Q2
Nuveen, LLC added58,496$2M0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added56,493$2M0.2%2026-Q2
Swiss National Bank added53,100$2M0.2%2026-Q2
Invesco Ltd. added51,745$2M0.2%2026-Q2
CenterBook Partners LP new48,823$2M0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added46,835$2M0.2%2026-Q2
UBS Group AG trimmed43,024$2M0.2%2026-Q2
CITIGROUP INC added42,271$2M0.2%2026-Q2
GABELLI FUNDS LLC new36,629$1M0.1%2026-Q2
ALLSTATE CORP added34,992$1M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added31,123$1M0.1%2026-Q2
RHUMBLINE ADVISERS added30,720$1M0.1%2026-Q2
Legal & General Group Plc added29,309$1M0.1%2026-Q2
SEI INVESTMENTS CO added28,195$1M0.1%2026-Q2
BARCLAYS PLC trimmed25,833$1M0.1%2026-Q2
DEUTSCHE BANK AG\ added24,687$957K0.1%2026-Q2
NAPLES GLOBAL ADVISORS, LLC new23,892$927K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed23,870$926K0.1%2026-Q2
FLC Capital Advisors new23,826$924K0.1%2026-Q2
D. E. Shaw & Co., Inc. added23,387$907K0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed23,293$903K0.1%2026-Q2
CreativeOne Wealth, LLC added21,739$843K0.1%2026-Q2
STRS OHIO added21,400$830K0.1%2026-Q2
Oppenheimer & Close, LLC21,150$820K0.1%2026-Q2
WELLS FARGO & COMPANY/MN trimmed21,129$819K0.1%2026-Q2
Numerai GP LLC added19,185$744K0.1%2026-Q2
GROUP ONE TRADING LLC new19,078$740K0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd trimmed18,605$722K0.1%2026-Q2
Allspring Global Investments Holdings, LLC added18,417$734K0.1%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added18,303$710K0.1%2026-Q2
Rafferty Asset Management, LLC added17,903$694K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd17,721$687K0.1%2026-Q2
PRIVATE MANAGEMENT GROUP INC new17,665$685K0.1%2026-Q2
Daytona Street Capital LLC trimmed16,000$561K0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added15,498$601K0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added14,769$573K0.1%2026-Q2
MetLife Investment Management, LLC added14,502$562K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added14,051$545K0.1%2026-Q2
BARR E S & CO trimmed14,000$543K0.1%2026-Q2
Susquehanna Portfolio Strategies, LLC added13,867$538K0.1%2026-Q2
Engineers Gate Manager LP added13,544$525K0.1%2026-Q2
Creative Planning new13,454$522K0.1%2026-Q2
Corient Private Wealth LP new13,341$517K0.1%2026-Q2
Walleye Capital LLC new13,222$513K0.1%2026-Q2
Jupiter Topco LLC new13,034$506K0.1%2026-Q2
Russell Investments Group, Ltd. added12,347$479K0.1%2026-Q2
Polymer Capital Management (US) LLC new12,308$477K0.1%2026-Q2
JPMORGAN CHASE & CO added11,558$448K0.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added11,472$445K0.0%2026-Q2
Inscription Capital, LLC new10,448$405K0.0%2026-Q2
Squarepoint Ops LLC trimmed9,926$385K0.0%2026-Q2
Vanguard Global Advisers, LLC added9,086$352K0.0%2026-Q2
KLP KAPITALFORVALTNING AS added8,600$334K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added8,481$329K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership