FirstSun Capital Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 2.69 M | $104.38 M | -2.07% | 9.70% |
| BLACKROCK, INC. | 11/12/2025 | 846.50 K | $32.84 M | 7.39% | 3.05% |
| VANGUARD GROUP INC | 11/07/2025 | 756.32 K | $29.34 M | -0.42% | 2.73% |
| STATE STREET CORP | 11/14/2025 | 449.63 K | $17.44 M | 162.00% | 1.62% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 440.78 K | $17.10 M | 0.44% | 1.59% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/14/2025 | 370.00 K | $14.35 M | -63.15% | 1.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 305.70 K | $11.86 M | 2.62% | 1.10% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 215.18 K | $8.35 M | 28.84% | 0.78% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 201.73 K | $7.83 M | 96.75% | 0.73% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 175.00 K | $6.79 M | -23.91% | 0.63% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 172.66 K | $6.70 M | 100.00% | 0.62% |
| BANC FUNDS CO LLC | 11/14/2025 | 162.71 K | $6.31 M | -0.61% | 0.59% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 160.16 K | $6.21 M | 100.00% | 0.58% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 136.00 K | $5.28 M | 52.01% | 0.49% |
| SALZHAUER MICHAEL | 10/20/2025 | 125.60 K | $4.87 M | 45.11% | 0.45% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 122.83 K | $4.76 M | 74.90% | 0.44% |
| MORGAN STANLEY | 11/14/2025 | 118.32 K | $4.59 M | -4.96% | 0.43% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 116.50 K | $4.52 M | 104.89% | 0.42% |
| JPMORGAN CHASE & CO | 11/26/2025 | 103.85 K | $4.03 M | 18.67% | 0.37% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 103.40 K | $4.01 M | 30.12% | 0.37% |
| NORTHERN TRUST CORP | 11/14/2025 | 100.84 K | $3.91 M | 0.66% | 0.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 97.07 K | $3.77 M | 2.42% | 0.35% |
| MENDON CAPITAL ADVISORS CORP | 11/14/2025 | 81.23 K | $3.15 M | -34.89% | 0.29% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 76.89 K | $2.98 M | 92.19% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 75.04 K | $2.91 M | 376.92% | 0.27% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 74.35 K | $2.88 M | 8.36% | 0.27% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 70.08 K | $2.72 M | -25.95% | 0.25% |
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 63.41 K | $2.46 M | 0.00% | 0.23% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 62.06 K | $2.41 M | 132.46% | 0.22% |
| CITADEL ADVISORS LLC | 11/14/2025 | 49.42 K | $1.92 M | 170.12% | 0.18% |
| UBS GROUP AG | 11/13/2025 | 41.80 K | $1.62 M | 95.06% | 0.15% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 39.07 K | $1.52 M | 18.32% | 0.14% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/07/2025 | 37.28 K | $1.45 M | -55.48% | 0.13% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 31.12 K | $1.21 M | 6.98% | 0.11% |
| AZORA CAPITAL LP | 11/14/2025 | 29.72 K | $1.15 M | 98.09% | 0.11% |
| MARSHALL WACE, LLP | 11/13/2025 | 26.96 K | $1.05 M | -77.73% | 0.10% |
| SWISS NATIONAL BANK | 11/13/2025 | 24.30 K | $942.60 K | 14.62% | 0.09% |
| RAFFERTY ASSET MANAGEMENT, LLC | 11/12/2025 | 21.55 K | $835.96 K | 100.00% | 0.08% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 21.40 K | $830.11 K | 100.00% | 0.08% |
| OPPENHEIMER & CLOSE, LLC | 11/10/2025 | 21.15 K | $820.41 K | 100.00% | 0.08% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 11/14/2025 | 20.81 K | $807.18 K | 100.00% | 0.08% |
| JUMP FINANCIAL, LLC | 11/13/2025 | 20.43 K | $792.29 K | 100.00% | 0.07% |
| NUVEEN, LLC | 11/12/2025 | 19.35 K | $750.74 K | 2.33% | 0.07% |
| BARCLAYS PLC | 11/12/2025 | 19.12 K | $741.55 K | -20.06% | 0.07% |
| INVESCO LTD. | 11/13/2025 | 18.23 K | $706.95 K | 31.97% | 0.07% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 14.79 K | $573.82 K | 69.08% | 0.05% |
| CITIGROUP INC | 11/10/2025 | 14.63 K | $567.65 K | 149.77% | 0.05% |
| RHUMBLINE ADVISERS | 11/06/2025 | 14.58 K | $565.63 K | -1.02% | 0.05% |
| CREATIVEONE WEALTH, LLC | 11/13/2025 | 14.49 K | $561.91 K | 0.00% | 0.05% |
| QUANTBOT TECHNOLOGIES LP | 11/12/2025 | 14.27 K | $553.53 K | 192.96% | 0.05% |
FirstSun Capital Bancorp institutional Ownership - FAQ's
During the previous two years, 106 institutional investors and hedge funds held shares of FirstSun Capital Bancorp. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 2.69 M
BlackRock, Inc.: 846,503
VANGUARD GROUP INC: 756,315
STATE STREET CORP: 449,630
ALLIANCEBERNSTEIN L.P.: 440,784
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO: 370,000
33.08% of FirstSun Capital Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 9.18 M shares in the last 24 months. This purchase volume represents approximately $353.23 M in transactions.