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 685 institutions that hold shares in the stock, with a total of 7.53 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
476
shares
|
$851,668
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
476
shares
|
$851,668
0.01% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
475
shares
|
$849,879
0.0% of portfolio
|
Q2 2023
Reduced 18.95%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
460
shares
|
$823,041
1.04% of portfolio
|
Q3 2023
Reduced 11.54%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
459
shares
|
$821,251
0.01% of portfolio
|
Q3 2025
Added 77.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
459
shares
|
$821,251
0.0% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Hedeker Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
457
shares
|
$817,673
0.18% of portfolio
|
Q3 2025
Added 46.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
452
shares
|
$808,727
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
449
shares
|
$803,359
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
438
shares
|
$783,678
0.01% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
437
shares
|
$781,889
0.41% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
431
shares
|
$771,153
0.03% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
429
shares
|
$767,575
0.04% of portfolio
|
Q4 2023
Added 0.47%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
427
shares
|
$763,996
0.13% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
416
shares
|
$744,315
0.01% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
410
shares
|
$733,580
0.01% of portfolio
|
Q1 2024
Added 57.69%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
407
shares
|
$728,212
0.01% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
406
shares
|
$726,423
0.03% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
406
shares
|
$726,423
0.1% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
405
shares
|
$724,634
0.01% of portfolio
|
Q1 2022
Added 1.25%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
400
shares
|
$715,688
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
400
shares
|
$715,688
0.51% of portfolio
|
Q4 2021
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
399
shares
|
$713,898
0.02% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Candriam S.C.A.
|
Nov 05, 2025 Q3 2025 |
392
shares
|
$701,374
0.0% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
392
shares
|
$701,374
0.06% of portfolio
|
Q3 2025
New holding
|
|