Institutional Ownership First Citizens Bancshares Inc (FCNCA)
This table provides information about the institutional ownership of First Citizens Bancshares Inc (FCNCA). We have compiled data on the 657 institutions that hold shares in the stock, with a total of 7.68 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
475
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2023
Reduced 18.95%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
473
shares
|
$1.01 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
473
shares
|
$1.01 Million
0.91% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
473
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
472
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.3%
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
463
shares
|
$984,018
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
462
shares
|
$981,893
0.0% of portfolio
|
Q4 2024
Added 107.17%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
460
shares
|
$977,642
1.04% of portfolio
|
Q3 2023
Reduced 11.54%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
459
shares
|
$975,517
0.0% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
457
shares
|
$971,266
0.01% of portfolio
|
Q4 2024
Reduced 22.67%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
446
shares
|
$947,888
0.01% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
439
shares
|
$933,011
0.55% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
437
shares
|
$928,760
0.78% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
434
shares
|
$922,384
0.01% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
430
shares
|
$913,883
0.14% of portfolio
|
Q4 2024
Reduced 23.62%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
429
shares
|
$911,757
0.04% of portfolio
|
Q4 2023
Added 0.47%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
428
shares
|
$909,632
0.03% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
424
shares
|
$901,131
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
420
shares
|
$892,630
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
417
shares
|
$886,254
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
410
shares
|
$871,377
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
410
shares
|
$871,377
0.01% of portfolio
|
Q1 2024
Added 57.69%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
409
shares
|
$869,251
0.02% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
405
shares
|
$860,750
0.19% of portfolio
|
Q3 2024
Added 24.62%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
405
shares
|
$860,750
0.01% of portfolio
|
Q1 2022
Added 1.25%
|