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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
185
shares
|
$348,355
0.0% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
184
shares
|
$346,472
0.0% of portfolio
|
Q2 2025
Reduced 91.32%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
183
shares
|
$344,589
0.03% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
181
shares
|
$340,823
0.02% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
181
shares
|
$340,823
0.03% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
179
shares
|
$337,057
0.03% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
179
shares
|
$337,057
0.0% of portfolio
|
Q2 2025
Reduced 94.07%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
177
shares
|
$333,291
0.02% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
176
shares
|
$331,408
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
174
shares
|
$327,642
0.0% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
173
shares
|
$325,759
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
172
shares
|
$323,876
0.04% of portfolio
|
Q2 2025
Added 30.3%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
171
shares
|
$321,993
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
166
shares
|
$312,578
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
165
shares
|
$310,695
0.0% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
161
shares
|
$303,163
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
160
shares
|
$301,280
0.02% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
158
shares
|
$297,514
0.02% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
157
shares
|
$295,631
0.05% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
155
shares
|
$291,865
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
153
shares
|
$288,099
0.01% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
151
shares
|
$284,333
0.01% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
151
shares
|
$284,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
150
shares
|
$282,450
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
150
shares
|
$282,450
0.06% of portfolio
|
Q1 2025
Added 20.0%
|