Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

FIRSTSUN CAPITAL BANCORP

CIK 0001709442FSUN· quarter ending 2026-06-30
Shares outstanding
46,583,973
Held by 13F filers
24,658,645
across share classes — see % per class below
Holders
165
+33 vs 2026-03-31 · 57 new, 24 exited
Value
$955.6M
shares +116.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-10, as of 2026-08-07)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Voting Common Stock—43,950,366——
Nonvoting Common Stock—2,633,607——
Not matched to a class24,658,645—33767U107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
33767U107COM16524,658,645——$955.6M—13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (165 of 165 · 33767U107)

change vs 2026-03-31
#FilerShares% of classValueChange
1WELLINGTON MANAGEMENT GROUP LLP4,097,274—$158.9M+1,216,889 (+42.2%)
2Fortress Investment Group LLC2,196,449—$85.2MNEW
3CANYON CAPITAL ADVISORS LLC1,931,052—$74.9MNEW
4BlackRock, Inc.1,894,135—$73.5M+1,006,903 (+113.5%)
5VANGUARD CAPITAL MANAGEMENT LLC1,319,161—$51.2M+704,099 (+114.5%)
6STRATEGIC VALUE BANK PARTNERS LLC1,151,160—$44.6MNEW
7STATE STREET CORP949,489—$36.8M+419,532 (+79.2%)
8DIMENSIONAL FUND ADVISORS LP739,703—$28.7M+341,341 (+85.7%)
9GEODE CAPITAL MANAGEMENT, LLC676,961—$26.3M+366,994 (+118.4%)
10Stelac Advisory Services LLC623,704—$24.2M—
11AMERIPRISE FINANCIAL INC623,683—$24.2M+469,951 (+305.7%)
12MIRABELLA FINANCIAL SERVICES LLP623,236—$24.2M+163,835 (+35.7%)
13GOLDMAN SACHS GROUP INC525,768—$20.4M+310,638 (+144.4%)
14MALTESE CAPITAL MANAGEMENT LLC405,946—$15.7M+344,000 (+555.3%)
15HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC373,937—$14.5M+206,419 (+123.2%)
16PRICE T ROWE ASSOCIATES INC /MD/351,690—$13.6M+200,698 (+132.9%)
17MENDON CAPITAL ADVISORS CORP347,747—$13.5M+211,422 (+155.1%)
18MONETA GROUP INVESTMENT ADVISORS LLC333,000—$12.9MNEW
19Curi Capital, LLC315,476—$12.2M+194,151 (+160.0%)
20FIRST FOUNDATION ADVISORS290,275—$11.3MNEW
21ALLIANCEBERNSTEIN L.P.276,717—$10.1M+20,671 (+8.1%)
22BANC FUNDS CO LLC238,031—$9.2M+69,542 (+41.3%)
23AMERICAN CENTURY COMPANIES INC236,526—$9.2M+67,245 (+39.7%)
24NORTHERN TRUST CORP229,279—$8.9M+119,397 (+108.7%)
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC220,578—$8.6M+127,822 (+137.8%)
26VANGUARD PORTFOLIO MANAGEMENT LLC209,893—$8.1M+113,062 (+116.8%)
27BRIDGEWAY CAPITAL MANAGEMENT, LLC188,389—$7.3M+4,585 (+2.5%)
28VANGUARD FIDUCIARY TRUST CO175,872—$6.8M+104,572 (+146.7%)
29SALZHAUER MICHAEL140,987—$5.5M+27 (+0.0%)
30Empowered Funds, LLC124,995—$4.8M+4,585 (+3.8%)
31FIRST TRUST ADVISORS LP121,277—$4.7M+44,561 (+58.1%)
32Verition Fund Management LLC116,434—$4.5M+92,305 (+382.5%)
33BANK OF AMERICA CORP /DE/103,115—$4.0M+3,478 (+3.5%)
34TWO SIGMA INVESTMENTS, LP97,802—$3.8M-216,042 (-68.8%)
35Quantinno Capital Management LP97,410—$3.8M+69,517 (+249.2%)
36EJF Capital LP96,926—$3.8MNEW
37MORGAN STANLEY91,383—$3.5M-15,512 (-14.5%)
38Gator Capital Management, LLC91,186—$3.5MNEW
39CITADEL ADVISORS LLC90,508—$3.5M-70,204 (-43.7%)
40Access Investment Management LLC87,340—$3.4M+33,615 (+62.6%)
41ExodusPoint Capital Management, LP85,132—$3.3M+55,710 (+189.3%)
42MARTINGALE ASSET MANAGEMENT L P81,142—$3.1MNEW
43Bank of New York Mellon Corp80,656—$3.1M+36,069 (+80.9%)
44Black Maple Capital Management LP69,544—$2.7M+61,204 (+733.9%)
45PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.64,332—$2.5MNEW
46CALDWELL SUTTER CAPITAL, INC.60,912—$2.4M+2,590 (+4.4%)
47Nuveen, LLC58,496—$2.3M+39,142 (+202.2%)
48AQR CAPITAL MANAGEMENT LLC56,493—$2.2M+12,645 (+28.8%)
49Swiss National Bank53,100—$2.1M+2,000 (+3.9%)
50Invesco Ltd.51,745—$2.0M+2,768 (+5.7%)
51CenterBook Partners LP48,823—$1.9MNEW
52SUSQUEHANNA INTERNATIONAL GROUP, LLP46,835—$1.8M+34,677 (+285.2%)
53UBS Group AG43,024—$1.7M-1,807 (-4.0%)
54CITIGROUP INC42,271—$1.6M+17,335 (+69.5%)
55GABELLI FUNDS LLC36,629—$1.4MNEW
56ALLSTATE CORP34,992—$1.4M+26,064 (+291.9%)
57CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM31,123—$1.2M+19,655 (+171.4%)
58RHUMBLINE ADVISERS30,720—$1.2M+18,069 (+142.8%)
59Legal & General Group Plc29,309—$1.1M+20,445 (+230.7%)
60SEI INVESTMENTS CO28,195—$1.1M+14,584 (+107.1%)
61BARCLAYS PLC25,833—$1.0M-65,446 (-71.7%)
62DEUTSCHE BANK AG\24,687—$957K+14,815 (+150.1%)
63NAPLES GLOBAL ADVISORS, LLC23,892—$927KNEW
64BNP PARIBAS FINANCIAL MARKETS23,870—$926K-4,821 (-16.8%)
65FLC Capital Advisors23,826—$924KNEW
66D. E. Shaw & Co., Inc.23,387—$907KNEW
67Balyasny Asset Management L.P.23,293—$903K-11,447 (-33.0%)
68CreativeOne Wealth, LLC21,739—$843K+7,253 (+50.1%)
69STRS OHIO21,400—$830K+8,800 (+69.8%)
70Oppenheimer & Close, LLC21,150—$820K—
71WELLS FARGO & COMPANY/MN21,129—$819K-15,745 (-42.7%)
72Numerai GP LLC19,185—$744K+7,865 (+69.5%)
73GROUP ONE TRADING LLC19,078—$740KNEW
74Y-Intercept (Hong Kong) Ltd18,605—$722K-2,322 (-11.1%)
75Allspring Global Investments Holdings, LLC18,417—$734K+588 (+3.3%)
76SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC18,303—$710K+10,298 (+128.6%)
77Rafferty Asset Management, LLC17,903—$694K+509 (+2.9%)
78VANGUARD ASSET MANAGEMENT, Ltd17,721—$687K—
79PRIVATE MANAGEMENT GROUP INC17,665—$685KNEW
80Daytona Street Capital LLC16,000—$561K-370 (-2.3%)
81COMMONWEALTH EQUITY SERVICES, LLC15,498—$601K+5,539 (+55.6%)
82MANUFACTURERS LIFE INSURANCE COMPANY, THE14,769—$573K+8,261 (+126.9%)
83MetLife Investment Management, LLC14,502—$562K+6,693 (+85.7%)
84MERCER GLOBAL ADVISORS INC /ADV14,051—$545K+4,150 (+41.9%)
85BARR E S & CO14,000—$543K-1,000 (-6.7%)
86Susquehanna Portfolio Strategies, LLC13,867—$538K+5,719 (+70.2%)
87Engineers Gate Manager LP13,544—$525K+3,804 (+39.1%)
88Creative Planning13,454—$522KNEW
89Corient Private Wealth LP13,341—$517KNEW
90Walleye Capital LLC13,222—$513KNEW
91Jupiter Topco LLC13,034—$506KNEW
92Russell Investments Group, Ltd.12,347—$479K+10,623 (+616.2%)
93Polymer Capital Management (US) LLC12,308—$477KNEW
94JPMORGAN CHASE & CO11,558—$448K+5,891 (+104.0%)
95MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,472—$445K+5,469 (+91.1%)
96Inscription Capital, LLC10,448—$405KNEW
97Squarepoint Ops LLC9,926—$385K-4,485 (-31.1%)
98Vanguard Global Advisers, LLC9,086—$352K+5,000 (+122.4%)
99SG Americas Securities, LLC9,073—$352K+3,695 (+68.7%)
100KLP KAPITALFORVALTNING AS8,600—$334K+5,900 (+218.5%)
101NEW YORK STATE COMMON RETIREMENT FUND8,481—$329K+4,481 (+112.0%)
102Brevan Howard Capital Management LP8,403—$326KNEW
103Quantbot Technologies LP8,024—$311K-6,636 (-45.3%)
104WINTON GROUP Ltd7,700—$299KNEW
105Police & Firemen's Retirement System of New Jersey7,348—$285K+3,643 (+98.3%)
106ARIZONA STATE RETIREMENT SYSTEM7,300—$283K+41 (+0.6%)
107ELCO Management Co., LLC7,123—$276KNEW
108Vanguard Investments Australia, Ltd.6,663—$258K—
109EP Wealth Advisors, LLC6,608—$256KNEW
110Cerity Partners LLC6,514—$253KNEW
111Caprock Group, LLC6,498—$252KNEW
112Vanguard Personalized Indexing Management, LLC6,461—$251KNEW
113UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC6,312—$245K+6,254 (+10782.8%)
114KING LUTHER CAPITAL MANAGEMENT CORP6,233—$242K—
115GAMCO INVESTORS, INC. ET AL6,197—$240K-9,059 (-59.4%)
116MASSACHUSETTS FINANCIAL SERVICES CO /MA/6,165—$239KNEW
117Savant Capital, LLC5,872—$228KNEW
118Voleon Capital Management LP5,839—$226K+99 (+1.7%)
119Zurcher Kantonalbank (Zurich Cantonalbank)5,687—$221K-10,815 (-65.5%)
120VOYA INVESTMENT MANAGEMENT LLC5,247—$203KNEW
121FMR LLC4,527—$176K+2,367 (+109.6%)
122Ameritas Investment Partners, Inc.2,261—$88K+1,208 (+114.7%)
123Tower Research Capital LLC (TRC)2,216—$86K+1,418 (+177.7%)
124Amova Asset Management Americas, Inc.1,838—$71KNEW
125NISA INVESTMENT ADVISORS, LLC1,241—$48K+1,045 (+533.2%)
126Farther Finance Advisors, LLC825—$32K-104 (-11.2%)
127Westend Capital Management, LLC804—$31KNEW
128Millstone Evans Group, LLC780—$30KNEW
129ROYAL BANK OF CANADA727—$28K-549 (-43.0%)
130Arax Advisory Partners683—$26K+622 (+1019.7%)
131OSAIC HOLDINGS, INC.546—$21K+392 (+254.5%)
132Sterling Capital Management LLC502—$19K-6,534 (-92.9%)
133Versant Capital Management, Inc428—$17K+153 (+55.6%)
134SIGNATUREFD, LLC395—$15KNEW
135Allworth Financial LP334—$13K+296 (+778.9%)
136Larson Financial Group LLC321—$12K+216 (+205.7%)
137Covestor Ltd289—$12K+40 (+16.1%)
138PNC Financial Services Group, Inc.258—$10KNEW
139GAMMA Investing LLC250—$10K+220 (+733.3%)
140Rockefeller Capital Management L.P.210—$8KNEW
141Owl Creek Wealth Partners LLC197—$8KNEW
142Parallel Advisors, LLC140—$5KNEW
143HUNTINGTON NATIONAL BANK138—$5KNEW
144US BANCORP \DE\130—$5K+118 (+983.3%)
145Silver Grove Financial Group, Inc.118—$5KNEW
146Optiver Holding B.V.109—$4KNEW
147EverSource Wealth Advisors, LLC97—$4K+85 (+708.3%)
148FIFTH THIRD BANCORP79—$3KNEW
149LOS ANGELES CAPITAL MANAGEMENT LLC76—$3KNEW
150Stone House Investment Management, LLC50—$2KNEW
151BROWN BROTHERS HARRIMAN & CO42—$2KNEW
152True Wealth Design, LLC30—$1K+9 (+42.9%)
153Fortitude Family Office, LLC30—$1KNEW
154Essential Partners LLC29—$1K-18 (-38.3%)
155SJS Investment Consulting Inc.27—$1KNEW
156NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO16—$620NEW
157Physician Wealth Advisors, Inc.14—$543NEW
158Kilter Group LLC13—$505NEW
159Clearstead Advisors, LLC11—$427NEW
160Caitong International Asset Management Co., Ltd9—$349NEW
161ROTHSCHILD INVESTMENT LLC8—$310-8 (-50.0%)
162Global Retirement Partners, LLC8—$310NEW
163DecisionPoint Financial, LLC6—$240NEW
164SBI Securities Co., Ltd.5—$194NEW
165IFP Advisors, Inc3—$116-6 (-66.7%)
Exited since 2026-03-31 (24 filers; largest 24 shown)
Assenagon Asset Management S.A.−88,518
MILLENNIUM MANAGEMENT LLC−72,003
Man Group plc−44,090
PRUDENTIAL FINANCIAL INC−36,615
MARSHALL WACE, LLP−35,343
Magnetar Financial LLC−25,602
Virtu Financial LLC−24,284
Jump Financial, LLC−15,028
Centiva Capital, LP−14,099
Jackson Creek Investment Advisors LLC−11,171
HRT FINANCIAL LP−10,396
XTX Topco Ltd−9,794
Mariner, LLC−8,364
JANUS HENDERSON GROUP PLC−7,548
HSBC HOLDINGS PLC−7,514
Schonfeld Strategic Advisors LLC−6,135
Quadrature Capital Ltd−6,054
Aquatic Capital Management LLC−4,150
FEDERATED HERMES, INC.−1,468
CWM, LLC−884
Sagefield Capital LP−68
Root Financial Partners, LLC−36
Sunbelt Securities, Inc.−7
Keating Financial Advisory Services, Inc.−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Bay Pond Investors (Bermuda) L.P.SCHEDULE 13G/A2026-08-132026-06-301,797,7544.1%
Bay Pond Partners, L.P.SCHEDULE 13G/A2026-08-132026-06-301,783,1214%
Wellington Management Group LLPSCHEDULE 13G/A2026-08-132026-06-304,097,2749.3%
Wellington Management Company LLPSCHEDULE 13G/A2026-08-132026-06-304,097,2749.3%
Wellington Investment Advisors Holdings LLPSCHEDULE 13G/A2026-08-132026-06-304,097,2749.3%
Wellington Group Holdings LLPSCHEDULE 13G/A2026-08-132026-06-304,097,2749.3%
Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011SCHEDULE 13G/A2026-08-112026-04-011,816,0004.12%
JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011SCHEDULE 13G/A2026-08-112026-04-0169,0000.16%
Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011SCHEDULE 13G/A2026-08-112026-04-011,816,0004.12%
Karen Hale Young Trust U/A/D 2/23/1996SCHEDULE 13G/A2026-08-112026-04-011000%
Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003SCHEDULE 13G/A2026-08-112026-04-01666,5001.51%
Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011SCHEDULE 13G/A2026-08-112026-04-011,616,0003.66%
Dana Hale Nelson Trust Agreement U/A/D 12/8/1995SCHEDULE 13G/A2026-08-112026-04-012000%
JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011SCHEDULE 13G/A2026-08-112026-04-0169,0000.16%
Max Alan Hale Trust Agreement U/A/D 6/1/1996SCHEDULE 13G/A2026-08-112026-04-011000%
Joyce V Hale GRAT FBO Karen H Young FamilySCHEDULE 13G/A2026-08-112026-04-0185,0000.19%
Twin Meadow VHC Trust u/a/d 5/25/2011SCHEDULE 13G/A2026-08-112026-04-011,025,4502.32%
Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011SCHEDULE 13G/A2026-08-112026-04-01353,4000.8%
Mollie Hale Carter Trust Agreement dated 12/19/1995SCHEDULE 13G/A2026-08-112026-04-01514,2901.17%
John J Hale Trust u/a/d 12-1-1996SCHEDULE 13G/A2026-05-122026-03-171,483,1003.36%
Lightyear Capital Management LPSCHEDULE 13G/A2025-04-302025-03-3119,9640.1%
Mark F. VassalloSCHEDULE 13G/A2025-04-302025-03-3119,9640.1%
LY Holdings, LLCSCHEDULE 13G/A2025-04-302025-03-3100%
Lightyear Fund III, L.P.SCHEDULE 13G/A2025-04-302025-03-3100%
Lightyear Fund III GP, L.P.SCHEDULE 13G/A2025-04-302025-03-3100%
Lightyear Fund III GP Holdings, LLCSCHEDULE 13G/A2025-04-302025-03-3100%
Lightyear Co-Invest Partnership III, L.P.SCHEDULE 13G/A2025-04-302025-03-3100%
Lightyear Capital LLCSCHEDULE 13G/A2025-04-302025-03-3119,9640.1%
Lightyear Capital III, LLCSCHEDULE 13G/A2025-04-302025-03-3119,9640.1%
Lightyear Capital GP LLCSCHEDULE 13G/A2025-04-302025-03-3119,9640.1%
Lightyear Co-Invest Partnership III, L.PSCHEDULE 13G/A2025-02-132024-12-313,9780.1%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.