DaveManuel.com · Institutional Ownership · Who Owns It
FIRSTSUN CAP BANCORP (FSUN)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
165
Reporting holders
$955.6M
Reported value
0.0%
Calls
0.0%
Puts
+33
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $158.9M | 4,097,274 | 0.03% | 8q | +42.2%+$47.2M |
| Fortress Investment Group LLC | $85.2M | 2,196,449 | 16.05% | new | NEW |
| CANYON CAPITAL ADVISORS LLC | $74.9M | 1,931,052 | 8.49% | new | NEW |
| BlackRock, Inc. | $73.5M | 1,894,135 | 0.00% | 8q | +113.5%+$39.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $51.2M | 1,319,161 | 0.00% | 2q | +114.5%+$27.3M |
| STRATEGIC VALUE BANK PARTNERS LLC | $44.6M | 1,151,160 | 31.26% | new | NEW |
| STATE STREET CORP | $36.8M | 949,489 | 0.00% | 8q | +79.2%+$16.3M |
| DIMENSIONAL FUND ADVISORS LP | $28.7M | 739,703 | 0.01% | 7q | +85.7%+$13.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $26.3M | 676,961 | 0.00% | 8q | +118.4%+$14.2M |
| Stelac Advisory Services LLC | $24.2M | 623,704 | 4.51% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $24.2M | 623,683 | 0.00% | 4q | +305.7%+$18.2M |
| MIRABELLA FINANCIAL SERVICES LLP | $24.2M | 623,236 | 2.31% | 3q | +35.7%+$6.4M |
| GOLDMAN SACHS GROUP INC | $20.4M | 525,768 | 0.00% | 8q | +144.4%+$12.0M |
| MALTESE CAPITAL MANAGEMENT LLC | $15.7M | 405,946 | 2.87% | 7q | +555.3%+$13.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.5M | 373,937 | 0.04% | 4q | +123.2%+$8.0M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $13.6M | 351,690 | 0.00% | 5q | +132.9%+$7.8M |
| MENDON CAPITAL ADVISORS CORP | $13.5M | 347,747 | 4.77% | 8q | +155.1%+$8.2M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $12.9M | 333,000 | 0.10% | new | NEW |
| Curi Capital, LLC | $12.2M | 315,476 | 0.19% | 6q | +160.0%+$7.5M |
| FIRST FOUNDATION ADVISORS | $11.3M | 290,275 | 0.40% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $10.1M | 276,717 | 0.00% | 8q | +8.1%+$753.7K |
| BANC FUNDS CO LLC | $9.2M | 238,031 | 1.52% | 16q | +41.3%+$2.7M |
| AMERICAN CENTURY COMPANIES INC | $9.2M | 236,526 | 0.00% | 6q | +39.7%+$2.6M |
| NORTHERN TRUST CORP | $8.9M | 229,279 | 0.00% | 8q | +108.7%+$4.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.6M | 220,578 | 0.00% | 8q | +137.8%+$5.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8.1M | 209,893 | 0.00% | 2q | +116.8%+$4.4M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.3M | 188,389 | 0.13% | 7q | +2.5%+$177.8K |
| VANGUARD FIDUCIARY TRUST CO | $6.8M | 175,872 | 0.00% | 2q | +146.7%+$4.1M |
| SALZHAUER MICHAEL | $5.5M | 140,987 | 1.87% | 7q | HELD |
| Empowered Funds, LLC | $4.8M | 124,995 | 0.03% | 7q | +3.8%+$177.8K |
| FIRST TRUST ADVISORS LP | $4.7M | 121,277 | 0.00% | 5q | +58.1%+$1.7M |
| Verition Fund Management LLC | $4.5M | 116,434 | 0.02% | 2q | +382.5%+$3.6M |
| BANK OF AMERICA CORP /DE/ | $4.0M | 103,115 | 0.00% | 8q | +3.5%+$134.9K |
| TWO SIGMA INVESTMENTS, LP | $3.8M | 97,802 | 0.00% | 7q | -68.8%-$8.4M |
| Quantinno Capital Management LP | $3.8M | 97,410 | 0.00% | 2q | +249.2%+$2.7M |
| EJF Capital LP | $3.8M | 96,926 | 2.51% | new | NEW |
| MORGAN STANLEY | $3.5M | 91,383 | 0.00% | 8q | -14.5%-$601.6K |
| Gator Capital Management, LLC | $3.5M | 91,186 | 0.74% | new | NEW |
| CITADEL ADVISORS LLC | $3.5M | 90,508 | 0.00% | 6q | -43.7%-$2.7M |
| Access Investment Management LLC | $3.4M | 87,340 | 0.87% | 2q | +62.6%+$1.3M |
| ExodusPoint Capital Management, LP | $3.3M | 85,132 | 0.02% | 3q | +189.3%+$2.2M |
| MARTINGALE ASSET MANAGEMENT L P | $3.1M | 81,142 | 0.07% | new | NEW |
| Bank of New York Mellon Corp | $3.1M | 80,656 | 0.00% | 5q | +80.9%+$1.4M |
| Black Maple Capital Management LP | $2.7M | 69,544 | 1.53% | 3q | +733.9%+$2.4M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2.5M | 64,332 | 0.12% | new | NEW |
| CALDWELL SUTTER CAPITAL, INC. | $2.4M | 60,912 | 0.89% | 8q | +4.4%+$100.4K |
| Nuveen, LLC | $2.3M | 58,496 | 0.00% | 5q | +202.2%+$1.5M |
| AQR CAPITAL MANAGEMENT LLC | $2.2M | 56,493 | 0.00% | 4q | +28.8%+$490.4K |
| Swiss National Bank | $2.1M | 53,100 | 0.00% | 6q | +3.9%+$77.6K |
| Invesco Ltd. | $2.0M | 51,745 | 0.00% | 5q | +5.7%+$107.3K |
| CenterBook Partners LP | $1.9M | 48,823 | 0.09% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 46,835 | 0.00% | 2q | +285.2%+$1.3M |
| UBS Group AG | $1.7M | 43,024 | 0.00% | 8q | -4.0%-$70.1K |
| CITIGROUP INC | $1.6M | 42,271 | 0.00% | 8q | +69.5%+$672.3K |
| GABELLI FUNDS LLC | $1.4M | 36,629 | 0.01% | new | NEW |
| ALLSTATE CORP | $1.4M | 34,992 | 0.01% | 2q | +291.9%+$1.0M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.2M | 31,123 | 0.00% | 6q | +171.4%+$762.2K |
| RHUMBLINE ADVISERS | $1.2M | 30,720 | 0.00% | 5q | +142.8%+$700.7K |
| Legal & General Group Plc | $1.1M | 29,309 | 0.00% | 6q | +230.7%+$791.5K |
| SEI INVESTMENTS CO | $1.1M | 28,195 | 0.00% | 4q | +107.1%+$565.6K |
| BARCLAYS PLC | $1.0M | 25,833 | 0.00% | 7q | -71.7%-$2.5M |
| DEUTSCHE BANK AG\ | $957.4K | 24,687 | 0.00% | 5q | +150.1%+$574.5K |
| NAPLES GLOBAL ADVISORS, LLC | $926.5K | 23,892 | 0.06% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $925.7K | 23,870 | 0.00% | 7q | -16.8%-$187.0K |
| FLC Capital Advisors | $924.0K | 23,826 | 0.15% | new | NEW |
| D. E. Shaw & Co., Inc. | $906.9K | 23,387 | 0.00% | new | NEW |
| Balyasny Asset Management L.P. | $903.3K | 23,293 | 0.00% | 3q | -33.0%-$443.9K |
| CreativeOne Wealth, LLC | $843.0K | 21,739 | 0.02% | 5q | +50.1%+$281.3K |
| STRS OHIO | $829.9K | 21,400 | 0.00% | 5q | +69.8%+$341.3K |
| Oppenheimer & Close, LLC | $820.2K | 21,150 | 0.52% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $819.4K | 21,129 | 0.00% | 5q | -42.7%-$610.6K |
| Numerai GP LLC | $744.0K | 19,185 | 0.06% | 2q | +69.5%+$305.0K |
| GROUP ONE TRADING LLC | $739.8K | 19,078 | 0.00% | new | NEW |
| Allspring Global Investments Holdings, LLC | $733.9K | 18,417 | 0.00% | 2q | +3.3%+$23.4K |
| Y-Intercept (Hong Kong) Ltd | $721.5K | 18,605 | 0.01% | 2q | -11.1%-$90.0K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $709.8K | 18,303 | 0.01% | 2q | +128.6%+$399.4K |
| Rafferty Asset Management, LLC | $694.3K | 17,903 | 0.00% | 4q | +2.9%+$19.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $687.2K | 17,721 | 0.00% | 2q | HELD |
| PRIVATE MANAGEMENT GROUP INC | $685.0K | 17,665 | 0.02% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $601.0K | 15,498 | 0.00% | 8q | +55.6%+$214.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $572.7K | 14,769 | 0.00% | 5q | +126.9%+$320.4K |
| MetLife Investment Management, LLC | $562.4K | 14,502 | 0.00% | 5q | +85.7%+$259.6K |
| Daytona Street Capital LLC | $561.3K | 16,000 | 0.41% | 3q | -2.3%-$13.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $544.9K | 14,051 | 0.00% | 8q | +41.9%+$160.9K |
| BARR E S & CO | $542.9K | 14,000 | 0.03% | 2q | -6.7%-$38.8K |
| Susquehanna Portfolio Strategies, LLC | $537.8K | 13,867 | 0.01% | 4q | +70.2%+$221.8K |
| Engineers Gate Manager LP | $525.2K | 13,544 | 0.01% | 2q | +39.1%+$147.5K |
| Creative Planning | $521.7K | 13,454 | 0.00% | new | NEW |
| Corient Private Wealth LP | $517.4K | 13,341 | 0.00% | new | NEW |
| Walleye Capital LLC | $512.7K | 13,222 | 0.00% | new | NEW |
| Jupiter Topco LLC | $505.6K | 13,034 | 0.00% | new | FIRST |
| Russell Investments Group, Ltd. | $478.8K | 12,347 | 0.00% | 4q | +616.2%+$412.0K |
| Polymer Capital Management (US) LLC | $477.3K | 12,308 | 0.06% | new | NEW |
| JPMORGAN CHASE & CO | $448.2K | 11,558 | 0.00% | 6q | +104.0%+$228.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $444.9K | 11,472 | 0.00% | 5q | +91.1%+$212.1K |
| Inscription Capital, LLC | $405.2K | 10,448 | 0.04% | new | NEW |
| Squarepoint Ops LLC | $384.9K | 9,926 | 0.00% | 3q | -31.1%-$173.9K |
| Vanguard Global Advisers, LLC | $352.4K | 9,086 | 0.00% | 2q | +122.4%+$193.9K |
| SG Americas Securities, LLC | $352.0K | 9,073 | 0.00% | 3q | +68.7%+$143.4K |
| KLP KAPITALFORVALTNING AS | $333.5K | 8,600 | 0.00% | 6q | +218.5%+$228.8K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G | BlackRock, Inc. | 5.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 26 | $8.6M | 222,128 | 6 | 8 | 6 | 0.0% |
| Q2 2026 | 165 | $955.6M | 24,658,645 | 56 | 81 | 21 | 0.0% |
| Q1 2026 | 132 | $416.3M | 11,415,762 | 35 | 47 | 28 | 0.0% |
| Q4 2025 | 97 | $357.1M | 9,488,570 | 15 | 24 | 41 | 0.0% |
| Q3 2025 | 92 | $360.2M | 9,286,413 | 25 | 37 | 17 | 0.0% |
| Q2 2025 | 82 | $316.0M | 9,093,564 | 34 | 28 | 13 | 0.0% |
| Q1 2025 | 62 | $293.7M | 8,124,877 | 22 | 26 | 8 | 0.0% |
| Q4 2024 | 43 | $264.3M | 6,599,464 | 20 | 15 | 1 | 0.0% |
| Q3 2024 | 27 | $228.1M | 5,353,435 | 24 | 0 | 0 | 0.0% |
| Q2 2024 | 2 | $8.1M | 232,188 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $8.3M | 232,188 | 1 | 0 | 1 | 0.0% |
| Q4 2023 | 1 | $8.1M | 237,396 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $6.9M | 237,396 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $6.1M | 237,396 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $6.6M | 237,396 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 1 | $7.9M | 217,397 | 0 | 1 | 0 | 0.0% |
| Q3 2022 | 1 | $4.1M | 132,197 | 1 | 0 | 0 | 0.0% |