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 637 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
198
shares
|
$410,046
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
196
shares
|
$405,904
0.01% of portfolio
|
Q4 2023
Added 12.64%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
195
shares
|
$403,833
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
194
shares
|
$401,762
0.0% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
193
shares
|
$399,691
0.02% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
192
shares
|
$397,620
0.0% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
191
shares
|
$395,549
0.01% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
190
shares
|
$393,478
0.06% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
187
shares
|
$387,265
0.02% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
186
shares
|
$385,194
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
186
shares
|
$385,194
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
185
shares
|
$383,123
0.01% of portfolio
|
Q2 2024
Added 19.35%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
184
shares
|
$381,052
0.04% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
178
shares
|
$368,627
0.01% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
177
shares
|
$366,556
0.0% of portfolio
|
Q3 2024
Added 20.41%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
177
shares
|
$366,556
0.04% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
173
shares
|
$358,272
0.0% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
172
shares
|
$356,201
0.02% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
171
shares
|
$354,130
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
168
shares
|
$347,917
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
167
shares
|
$345,846
0.0% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
167
shares
|
$345,846
0.01% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
166
shares
|
$343,776
0.02% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
166
shares
|
$343,776
0.02% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
162
shares
|
$335,492
0.0% of portfolio
|
Q3 2024
Added 14.08%
|