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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2
shares
|
$3,766
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q1 2025
Reduced 97.78%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q1 2025
Reduced 93.33%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q4 2024
Reduced 98.59%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
1
shares
|
$1,883
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
Reduced 99.09%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|