Feeds › Ownership stakes (13D / 13G)
Ownership stakes (13D / 13G)
Investors who own more than 5% of a company, from activists (13D) to passive holders (13G).
About this data
- What it is
- An investor who owns more than 5% of a public company must say so. Investors who may try to influence the company, such as activists, file the longer Schedule 13D; passive holders file the shorter Schedule 13G.
- Who files it
- The investor, within days of crossing 5%, and again whenever the stake changes materially.
- How current
- We collect new filings throughout the day on SEC business days.
- Worth knowing
- 13G filings are far more common than 13D. A 13D usually means the investor intends to push for changes, so it tends to get more attention.
All of this comes from public filings.
Source and freshness · Information, not investment advice (disclaimer).
Filings per day, last 30 days
13D (activist) 13G (passive)
Latest ownership filings
Showing: ticker FSUN
| Filed | ScheduleBoth report a stake of more than 5%. A 13D is filed by investors who may try to influence the company, such as activists; a 13G by passive holders. | Company | Investor | Shares | % of shares | Filing |
|---|---|---|---|---|---|---|
| Oct 27, 2026 | SCHEDULE 13G | FSUN FirstSun Capital Bancorp | BlackRock, Inc. | 2.37M | 5.4% | SCHEDULE 13G ↗ |
| Aug 13, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Bay Pond Investors (Bermuda) L.P. | 1.80M | 4.1% | SCHEDULE 13G/A ↗ |
| Aug 13, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Bay Pond Partners, L.P. | 1.78M | 4.0% | SCHEDULE 13G/A ↗ |
| Aug 13, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Management Company LLP | 4.10M | 9.3% | SCHEDULE 13G/A ↗ |
| Aug 13, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Investment Advisors Holdings LLP | 4.10M | 9.3% | SCHEDULE 13G/A ↗ |
| Aug 13, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Group Holdings LLP | 4.10M | 9.3% | SCHEDULE 13G/A ↗ |
| Aug 13, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Management Group LLP | 4.10M | 9.3% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Karen Hale Young Trust U/A/D 2/23/1996 | 100 | 0.0% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011 | 69,000 | 0.2% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Joyce V Hale GRAT FBO Karen H Young Family | 85,000 | 0.2% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 | 1.82M | 4.1% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011 | 353,400 | 0.8% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003 | 666,500 | 1.5% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Mollie Hale Carter Trust Agreement dated 12/19/1995 | 514,290 | 1.2% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Twin Meadow VHC Trust u/a/d 5/25/2011 | 1.03M | 2.3% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Max Alan Hale Trust Agreement U/A/D 6/1/1996 | 100 | 0.0% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 | 1.82M | 4.1% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Dana Hale Nelson Trust Agreement U/A/D 12/8/1995 | 200 | 0.0% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011 | 69,000 | 0.2% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 | 1.62M | 3.7% | SCHEDULE 13G/A ↗ |
| May 15, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Bay Pond Partners, L.P. | 1.24M | 4.4% | SCHEDULE 13G/A ↗ |
| May 12, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | John J Hale Trust u/a/d 12-1-1996 | 1.48M | 3.4% | SCHEDULE 13G/A ↗ |
| Apr 7, 2026 | SCHEDULE 13G | FSUN FirstSun Capital Bancorp | Bay Pond Investors (Bermuda) L.P. | 1.50M | 5.4% | SCHEDULE 13G ↗ |
| Apr 7, 2026 | SCHEDULE 13G | FSUN FirstSun Capital Bancorp | Bay Pond Partners, L.P. | 1.49M | 5.3% | SCHEDULE 13G ↗ |
| Jan 7, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Management Company LLP | 2.88M | 10.3% | SCHEDULE 13G/A ↗ |
| Jan 7, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Investment Advisors Holdings LLP | 2.88M | 10.3% | SCHEDULE 13G/A ↗ |
| Jan 7, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Group Holdings LLP | 2.88M | 10.3% | SCHEDULE 13G/A ↗ |
| Jan 7, 2026 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Management Group LLP | 2.88M | 10.3% | SCHEDULE 13G/A ↗ |
| May 13, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Karen Hale Young Trust U/A/D 2/23/1996 | 100 | 0.0% | SCHEDULE 13G/A ↗ |
| May 13, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011 | 69,000 | 0.3% | SCHEDULE 13G/A ↗ |
| May 13, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Joyce V Hale GRAT FBO Karen H Young Family | 85,000 | 0.3% | SCHEDULE 13G/A ↗ |
| May 13, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Karen Hale Young Family Irrevocable Trust U/A/D 5/25/2011 | 1.82M | 6.5% | SCHEDULE 13G/A ↗ |
| May 13, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011 | 353,400 | 1.3% | SCHEDULE 13G/A ↗ |
| May 13, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003 | 666,500 | 2.4% | SCHEDULE 13G/A ↗ |
| May 13, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Mollie Hale Carter Trust Agreement dated 12/19/1995 | 509,125 | 1.8% | SCHEDULE 13G/A ↗ |
| May 13, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Twin Meadow VHC Trust U/A/D 5/25/2011 | 1.03M | 3.7% | SCHEDULE 13G/A ↗ |
| May 12, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Management Company LLP | 2.75M | 9.9% | SCHEDULE 13G/A ↗ |
| May 12, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Investment Advisors Holdings LLP | 2.75M | 9.9% | SCHEDULE 13G/A ↗ |
| May 12, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Group Holdings LLP | 2.75M | 9.9% | SCHEDULE 13G/A ↗ |
| May 12, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Wellington Management Group LLP | 2.75M | 9.9% | SCHEDULE 13G/A ↗ |
| Apr 30, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Mark F. Vassallo | 19,964 | 0.1% | SCHEDULE 13G/A ↗ |
| Apr 30, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Lightyear Capital GP LLC | 19,964 | 0.1% | SCHEDULE 13G/A ↗ |
| Apr 30, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Lightyear Capital Management LP | 19,964 | 0.1% | SCHEDULE 13G/A ↗ |
| Apr 30, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Lightyear Capital LLC | 19,964 | 0.1% | SCHEDULE 13G/A ↗ |
| Apr 30, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Lightyear Capital III, LLC | 19,964 | 0.1% | SCHEDULE 13G/A ↗ |
| Apr 30, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | LY Holdings, LLC | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Apr 30, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Lightyear Fund III GP Holdings, LLC | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Apr 30, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Lightyear Fund III GP, L.P. | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Apr 30, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Lightyear Co-Invest Partnership III, L.P. | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Apr 30, 2025 | SCHEDULE 13G/A (amended) | FSUN FirstSun Capital Bancorp | Lightyear Fund III, L.P. | 0 | 0.0% | SCHEDULE 13G/A ↗ |
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