Firstsun Capital Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 4.10 M | $158.89 M | 42.25% | 14.71% |
| FORTRESS INVESTMENT GROUP LLC | 08/14/2026 | 2.20 M | $85.18 M | 100.00% | 7.89% |
| CANYON CAPITAL ADVISORS LLC | 08/14/2026 | 1.93 M | $74.89 M | 100.00% | 6.93% |
| BLACKROCK, INC. | 08/07/2026 | 1.89 M | $73.45 M | 113.49% | 6.80% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.32 M | $51.16 M | 114.48% | 4.74% |
| STRATEGIC VALUE BANK PARTNERS LLC | 08/13/2026 | 1.15 M | $44.64 M | 100.00% | 4.13% |
| STATE STREET CORP | 08/07/2026 | 949.49 K | $36.82 M | 79.16% | 3.41% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 739.70 K | $28.69 M | 85.69% | 2.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 676.96 K | $26.26 M | 118.40% | 2.43% |
| STELAC ADVISORY SERVICES LLC | 08/10/2026 | 623.70 K | $24.19 M | 0.00% | 2.24% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 623.68 K | $24.19 M | 305.70% | 2.24% |
| MIRABELLA FINANCIAL SERVICES LLP | 07/31/2026 | 623.24 K | $24.17 M | 35.66% | 2.24% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 525.77 K | $20.39 M | 144.40% | 1.89% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2026 | 405.95 K | $15.74 M | 555.32% | 1.46% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 373.94 K | $14.50 M | 123.22% | 1.34% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 351.69 K | $13.64 M | 132.92% | 1.26% |
| MENDON CAPITAL ADVISORS CORP | 08/11/2026 | 347.75 K | $13.49 M | 155.09% | 1.25% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 08/14/2026 | 333.00 K | $12.91 M | 100.00% | 1.20% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 315.48 K | $12.23 M | 160.03% | 1.13% |
| FIRST FOUNDATION ADVISORS | 08/14/2026 | 290.28 K | $11.26 M | 100.00% | 1.04% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 276.72 K | $10.09 M | 8.07% | 0.99% |
| BANC FUNDS CO LLC | 08/13/2026 | 238.03 K | $9.23 M | 41.27% | 0.85% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 236.53 K | $9.17 M | 39.72% | 0.85% |
| NORTHERN TRUST CORP | 08/13/2026 | 229.28 K | $8.89 M | 108.66% | 0.82% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 220.58 K | $8.55 M | 137.80% | 0.79% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 220.58 K | $8.55 M | 100.00% | 0.79% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 209.89 K | $8.14 M | 116.76% | 0.75% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 188.39 K | $7.31 M | 2.49% | 0.68% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 175.87 K | $6.82 M | 146.66% | 0.63% |
| SALZHAUER MICHAEL | 07/20/2026 | 140.99 K | $5.47 M | 0.02% | 0.51% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 125.00 K | $4.85 M | 3.81% | 0.45% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 121.28 K | $4.70 M | 58.09% | 0.44% |
| VERITION FUND MANAGEMENT LLC | 08/14/2026 | 116.43 K | $4.52 M | 382.55% | 0.42% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 103.12 K | $4.00 M | 3.49% | 0.37% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 97.80 K | $3.79 M | -68.84% | 0.35% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 97.41 K | $3.78 M | 249.23% | 0.35% |
| EJF CAPITAL LLC | 08/13/2026 | 96.93 K | $3.76 M | 100.00% | 0.35% |
| MORGAN STANLEY | 08/13/2026 | 91.38 K | $3.54 M | -14.51% | 0.33% |
| GATOR CAPITAL MANAGEMENT, LLC | 08/13/2026 | 91.19 K | $3.54 M | 100.00% | 0.33% |
| CITADEL ADVISORS LLC | 09/02/2026 | 90.51 K | $3.51 M | -43.68% | 0.33% |
| ACCESS INVESTMENT MANAGEMENT LLC | 08/03/2026 | 87.34 K | $3.39 M | 62.57% | 0.31% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 08/14/2026 | 85.13 K | $3.30 M | 189.35% | 0.31% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 81.14 K | $3.15 M | 100.00% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 80.66 K | $3.13 M | 80.90% | 0.29% |
| BLACK MAPLE CAPITAL MANAGEMENT LP | 08/14/2026 | 69.54 K | $2.70 M | 733.86% | 0.25% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 64.33 K | $2.49 M | 100.00% | 0.23% |
| CALDWELL SUTTER CAPITAL, INC. | 08/05/2026 | 60.91 K | $2.36 M | 4.44% | 0.22% |
| NUVEEN, LLC | 08/11/2026 | 58.50 K | $2.27 M | 202.24% | 0.21% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 56.49 K | $2.19 M | 28.84% | 0.20% |
| SWISS NATIONAL BANK | 08/11/2026 | 53.10 K | $2.06 M | 3.91% | 0.19% |
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Firstsun Capital Bancorp institutional Ownership - FAQ's
During the previous two years, 194 institutional investors and hedge funds held shares of Firstsun Capital Bancorp. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 4.1 M
Fortress Investment Group LLC: 2.2 M
CANYON CAPITAL ADVISORS LLC: 1.93 M
BlackRock, Inc.: 1.89 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.32 M
STRATEGIC VALUE BANK PARTNERS LLC: 1.15 M
89.33% of Firstsun Capital Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 25.80 M shares in the last 24 months. This purchase volume represents approximately $930.79 M in transactions.