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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
146
shares
|
$310,295
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
144
shares
|
$306,044
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
144
shares
|
$306,044
0.06% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
144
shares
|
$306,044
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
142
shares
|
$301,794
0.0% of portfolio
|
Q2 2024
Added 5.19%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
140
shares
|
$297,543
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
139
shares
|
$295,418
0.09% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
138
shares
|
$293,292
0.01% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
135
shares
|
$286,916
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
134
shares
|
$284,791
0.01% of portfolio
|
Q3 2024
Reduced 77.78%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
133
shares
|
$282,666
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
131
shares
|
$278,415
0.0% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
131
shares
|
$278,415
0.0% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
130
shares
|
$276,290
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
129
shares
|
$274,164
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
128
shares
|
$272,039
0.02% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
128
shares
|
$272,039
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
128
shares
|
$272,039
0.0% of portfolio
|
Q3 2024
Reduced 51.88%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
125
shares
|
$265,663
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Feb 11, 2025 Q4 2024 |
125
shares
|
$265,663
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
125
shares
|
$265,663
0.13% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
123
shares
|
$261,413
0.03% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
123
shares
|
$261,413
0.03% of portfolio
|
Q3 2024
Reduced 77.31%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
121
shares
|
$257,162
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
121
shares
|
$257,162
0.04% of portfolio
|
Q3 2024
Reduced 3.2%
|