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 |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
154
shares
|
$275,539
0.09% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
150
shares
|
$268,383
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
150
shares
|
$268,383
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
149
shares
|
$266,593
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
147
shares
|
$263,015
0.43% of portfolio
|
Q1 2024
Reduced 53.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
146
shares
|
$261,226
0.01% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
146
shares
|
$261,226
0.01% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
146
shares
|
$261,226
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
144
shares
|
$257,647
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
144
shares
|
$257,647
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
142
shares
|
$254,069
0.0% of portfolio
|
Q2 2024
Added 5.19%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
142
shares
|
$254,069
0.01% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
139
shares
|
$248,701
0.02% of portfolio
|
Q2 2025
Reduced 63.52%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
139
shares
|
$248,701
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
138
shares
|
$246,912
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
135
shares
|
$241,544
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
134
shares
|
$239,755
0.02% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
133
shares
|
$237,966
0.0% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
132
shares
|
$236,177
0.01% of portfolio
|
Q2 2025
Added 16.81%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
131
shares
|
$234,387
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
131
shares
|
$234,387
0.03% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
129
shares
|
$230,809
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
128
shares
|
$229,020
0.01% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
128
shares
|
$229,020
0.0% of portfolio
|
Q3 2025
Reduced 46.89%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
128
shares
|
$229,020
0.3% of portfolio
|
Q4 2024
New holding
|
|