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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
13
shares
|
$24,479
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
13
shares
|
$24,479
0.0% of portfolio
|
Q1 2025
Reduced 48.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
11
shares
|
$20,713
0.0% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
10
shares
|
$18,830
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
10
shares
|
$18,830
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
10
shares
|
$18,830
0.01% of portfolio
|
Q2 2024
Reduced 56.52%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
10
shares
|
$18,830
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
9
shares
|
$16,947
0.0% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9
shares
|
$16,947
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
9
shares
|
$16,947
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
9
shares
|
$16,947
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$16,947
0.01% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
8
shares
|
$15,064
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
8
shares
|
$15,064
0.0% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
7
shares
|
$13,181
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7
shares
|
$13,181
0.0% of portfolio
|
Q2 2025
Reduced 92.05%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
7
shares
|
$13,181
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
7
shares
|
$13,181
0.01% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
7
shares
|
$13,181
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7
shares
|
$13,181
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6
shares
|
$11,298
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
6
shares
|
$11,298
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
6
shares
|
$11,298
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
6
shares
|
$11,298
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
6
shares
|
$11,298
0.0% of portfolio
|
Q2 2025
Added 100.0%
|