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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
6
shares
|
$10,735
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
6
shares
|
$10,735
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6
shares
|
$10,735
0.0% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5
shares
|
$8,946
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
5
shares
|
$8,946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5
shares
|
$8,946
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
5
shares
|
$8,946
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
4
shares
|
$7,156
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
4
shares
|
$7,156
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
4
shares
|
$7,156
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
3
shares
|
$5,367
0.0% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
3
shares
|
$5,367
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
3
shares
|
$5,367
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
3
shares
|
$5,367
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3
shares
|
$5,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3
shares
|
$5,367
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
3
shares
|
$5,367
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
3
shares
|
$5,367
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3
shares
|
$5,367
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
2
shares
|
$3,578
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
2
shares
|
$3,578
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
2
shares
|
$3,578
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
2
shares
|
$3,578
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
2
shares
|
$3,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
2
shares
|
$3,578
0.0% of portfolio
|
Q3 2025
New holding
|
|