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 670 institutions that hold shares in the stock, with a total of 8.21 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
127
shares
|
$239,141
0.21% of portfolio
|
Q2 2025
Reduced 79.08%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Aug 13, 2025 Q2 2025 |
125
shares
|
$235,375
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
123
shares
|
$231,609
0.02% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
122
shares
|
$229,726
0.0% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
122
shares
|
$229,726
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
121
shares
|
$227,843
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
120
shares
|
$225,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
118
shares
|
$222,194
0.01% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
118
shares
|
$222,194
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
118
shares
|
$222,194
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
117
shares
|
$220,311
0.0% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
116
shares
|
$218,428
0.0% of portfolio
|
Q2 2025
Reduced 84.45%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
115
shares
|
$216,545
0.03% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
114
shares
|
$214,662
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Emerald Advisers, LLC
|
Aug 04, 2025 Q2 2025 |
114
shares
|
$214,662
0.01% of portfolio
|
Q2 2025
Reduced 42.71%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
114
shares
|
$214,662
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
113
shares
|
$212,779
0.01% of portfolio
|
Q2 2025
Reduced 34.3%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
112
shares
|
$210,896
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
112
shares
|
$210,896
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
110
shares
|
$207,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
110
shares
|
$207,130
0.0% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
110
shares
|
$207,130
0.0% of portfolio
|
Q2 2025
Reduced 32.52%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
106
shares
|
$199,598
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
105
shares
|
$197,715
0.01% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
105
shares
|
$197,715
0.12% of portfolio
|
Q2 2025
Reduced 29.53%
|