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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
28
shares
|
$62,115
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26
shares
|
$57,678
0.01% of portfolio
|
Q3 2024
Reduced 65.33%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
25
shares
|
$55,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
25
shares
|
$55,460
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23
shares
|
$51,023
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
21
shares
|
$46,586
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
21
shares
|
$46,586
0.0% of portfolio
|
Q2 2022
Reduced 91.73%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
20
shares
|
$44,368
0.0% of portfolio
|
Q2 2023
Added 1900.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
19
shares
|
$42,149
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
19
shares
|
$42,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
18
shares
|
$39,931
0.0% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
18
shares
|
$39,931
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
18
shares
|
$39,931
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
18
shares
|
$39,931
0.01% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
18
shares
|
$39,931
0.0% of portfolio
|
Q4 2024
Added 38.46%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
17
shares
|
$37,712
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
16
shares
|
$35,494
0.0% of portfolio
|
Q3 2024
Reduced 95.22%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$35,494
0.01% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
16
shares
|
$35,494
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
16
shares
|
$35,494
0.01% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
15
shares
|
$33,276
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14
shares
|
$31,057
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
14
shares
|
$31,057
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
13
shares
|
$28,839
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
12
shares
|
$26,620
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|