Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FSUN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 2.9M | $105.0M | 0.0% | 10.338% | 0.02% |
| 2 | BlackRock, Inc. | 887K | $32.3M | +2.5% | 3.184% | 0.00% |
| 3 | Stelac Advisory Services LLC | 624K | $22.7M | β | 2.239% | 4.60% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 615K | $22.4M | β | 2.208% | 0.00% |
| 5 | STATE STREET CORP | 530K | $19.3M | +15.5% | 1.902% | 0.00% |
| 6 | MIRABELLA FINANCIAL SERVICES LLP | 459K | $16.7M | +176.6% | 1.649% | 1.59% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 398K | $14.5M | +40.3% | 1.430% | 0.00% |
| 8 | TWO SIGMA INVESTMENTS, LP | 314K | $11.4M | +56.4% | 1.126% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 310K | $11.1M | +3.7% | 1.113% | 0.00% |
| 10 | ALLIANCEBERNSTEIN L.P. | 256K | $9.6M | -37.3% | 0.919% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 215K | $7.8M | +29.3% | 0.772% | 0.00% |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 184K | $6.7M | +18.8% | 0.660% | 0.13% |
| 13 | AMERICAN CENTURY COMPANIES INC | 169K | $6.2M | +44.2% | 0.608% | 0.00% |
| 14 | BANC FUNDS CO LLC | 168K | $6.1M | 0.0% | 0.605% | 1.14% |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 168K | $6.1M | -3.0% | 0.601% | 0.02% |
| 16 | CITADEL ADVISORS LLC | 161K | $5.9M | +12.4% | 0.577% | 0.00% |
| 17 | AMERIPRISE FINANCIAL INC | 154K | $5.6M | -2.5% | 0.552% | 0.00% |
| 18 | SALZHAUER MICHAEL | 141K | $5.1M | 0.0% | 0.506% | 2.42% |
| 19 | MENDON CAPITAL ADVISORS CORP | 136K | $5.0M | -3.0% | 0.489% | 1.93% |
| 20 | RMB Capital Management, LLC | 121K | $4.4M | -9.3% | 0.436% | 0.08% |
| 21 | Empowered Funds, LLC | 120K | $4.4M | +23.0% | 0.432% | 0.03% |
| 22 | NORTHERN TRUST CORP | 110K | $4.0M | +15.3% | 0.394% | 0.00% |
| 23 | MORGAN STANLEY | 107K | $3.9M | +12.2% | 0.384% | 0.00% |
| 24 | BANK OF AMERICA CORP /DE/ | 100K | $3.6M | +59.0% | 0.358% | 0.00% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 97K | $3.5M | β | 0.347% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FSUN β a direct measure of their conviction.
Filings activity in FSUN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new FSUN position in Q1 2026
Institutions that fully closed their FSUN position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 129 | +36% | 39.66% | +5.13 pp | $408M | +15% |
| Q4 2025 | 95 | +6.7% | 34.53% | 0.02 pp | $355M | 0.1% |
| Q3 2025 | 89 | +6.0% | 34.55% | +4.07 pp | $355M | +13% |
| Q2 2025 | 84 | +33% | 30.48% | +2.18 pp | $313M | +7.7% |
| Q1 2025 | 63 | +50% | 28.30% | +2.77 pp | $291M | +11% |
| Q4 2024 | 42 | +56% | 25.53% | +3.50 pp | $263M | +16% |
| Q3 2024 | 27 | +1250% | 22.03% | +21.25 pp | $227M | +2712% |
| Q2 2024 | 2 | β | 0.78% | β | $8M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FSUN stock.
Based on Q1 2026 13F filings, institutional ownership of FirstSun Capital Bancorp stands at 39.7%, held across 129 reporting institutions.
WELLINGTON MANAGEMENT GROUP LLP is the largest reported institutional holder of FSUN, with approximately 2,880,385 shares worth $0.11B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of FSUN, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for FSUN is 80 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
41 institutions opened new positions in FSUN during Q1 2026, while 7 fully exited. 44 added to existing positions and 43 trimmed.
FSUN institutional ownership rose by 5.13 percentage points quarter-over-quarter, with a net change of +34 holders.
The top 10 institutions account for 65.1% of all reported 13F value in FSUN, and the top 25 account for 84.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
FirstSun Capital Bancorp (FSUN) Institutional Ownership