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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
408
shares
|
$768,264
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
407
shares
|
$766,381
0.13% of portfolio
|
Q2 2025
Reduced 65.65%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
406
shares
|
$764,498
0.03% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
405
shares
|
$762,615
0.01% of portfolio
|
Q1 2022
Added 1.25%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
405
shares
|
$762,615
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
400
shares
|
$753,200
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
400
shares
|
$753,200
0.51% of portfolio
|
Q4 2021
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
391
shares
|
$736,253
0.01% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
391
shares
|
$736,253
0.01% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
389
shares
|
$732,487
0.01% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
380
shares
|
$715,540
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
379
shares
|
$713,657
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
377
shares
|
$709,891
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
373
shares
|
$702,359
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
373
shares
|
$702,359
0.02% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
371
shares
|
$698,593
0.5% of portfolio
|
Q4 2024
Added 33.45%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
368
shares
|
$692,944
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
365
shares
|
$687,295
0.0% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
363
shares
|
$683,529
0.01% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
361
shares
|
$679,763
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
359
shares
|
$675,997
0.09% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
358
shares
|
$674,114
0.05% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
347
shares
|
$653,401
0.0% of portfolio
|
Q2 2025
Added 37.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
341
shares
|
$642,103
0.01% of portfolio
|
Q2 2025
Added 42.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
340
shares
|
$640,220
0.05% of portfolio
|
Q2 2025
Added 4.62%
|