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 656 institutions that hold shares in the stock, with a total of 7.71 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
177
shares
|
$392,656
0.0% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
173
shares
|
$383,783
0.03% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
172
shares
|
$381,564
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
171
shares
|
$379,346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
169
shares
|
$374,909
0.01% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
166
shares
|
$368,254
0.01% of portfolio
|
Q4 2024
Added 34.96%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
166
shares
|
$368,254
0.02% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
164
shares
|
$363,817
0.01% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
162
shares
|
$359,380
0.0% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
160
shares
|
$354,944
0.01% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
158
shares
|
$350,507
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
158
shares
|
$350,507
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
158
shares
|
$350,507
0.03% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
157
shares
|
$348,288
0.07% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
157
shares
|
$348,288
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
152
shares
|
$337,196
0.03% of portfolio
|
Q2 2024
Added 7.04%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
150
shares
|
$332,760
0.02% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
150
shares
|
$332,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
147
shares
|
$326,104
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
147
shares
|
$326,104
0.43% of portfolio
|
Q1 2024
Reduced 53.18%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
146
shares
|
$323,886
0.03% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
146
shares
|
$323,886
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
144
shares
|
$319,449
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
144
shares
|
$319,449
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
144
shares
|
$319,449
0.06% of portfolio
|
Q4 2024
Reduced 4.0%
|