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 675 institutions that hold shares in the stock, with a total of 8.34 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
442
shares
|
$814,062
0.02% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
439
shares
|
$808,537
0.5% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
436
shares
|
$803,011
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
429
shares
|
$790,119
0.04% of portfolio
|
Q4 2023
Added 0.47%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
429
shares
|
$790,119
0.01% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
410
shares
|
$755,125
0.01% of portfolio
|
Q1 2024
Added 57.69%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
410
shares
|
$755,125
0.01% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
405
shares
|
$745,916
0.01% of portfolio
|
Q1 2022
Added 1.25%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
405
shares
|
$745,916
0.01% of portfolio
|
Q1 2022
Added 1.25%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
400
shares
|
$736,708
0.51% of portfolio
|
Q4 2021
New holding
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
392
shares
|
$721,973
0.01% of portfolio
|
Q1 2025
Added 71.93%
|
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
385
shares
|
$709,081
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
385
shares
|
$709,081
0.2% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
381
shares
|
$701,714
0.05% of portfolio
|
Q1 2025
Added 67.11%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
379
shares
|
$698,030
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
379
shares
|
$698,030
0.09% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
376
shares
|
$692,505
0.05% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
376
shares
|
$692,505
0.03% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
373
shares
|
$686,980
0.02% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
371
shares
|
$683,296
0.64% of portfolio
|
Q4 2024
Added 33.45%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
368
shares
|
$677,771
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
363
shares
|
$668,562
0.01% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
362
shares
|
$666,720
0.02% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
361
shares
|
$664,878
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
360
shares
|
$663,037
0.56% of portfolio
|
Q1 2025
Reduced 63.78%
|