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 $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
140
shares
|
$268,548
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
140
shares
|
$268,548
0.0% of portfolio
|
Q1 2025
Reduced 53.64%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
138
shares
|
$264,711
0.03% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
138
shares
|
$264,711
0.0% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
135
shares
|
$258,957
0.0% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
132
shares
|
$253,202
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
132
shares
|
$253,202
0.04% of portfolio
|
Q1 2025
Added 32.0%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
130
shares
|
$249,366
0.03% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
129
shares
|
$247,447
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
129
shares
|
$247,447
0.01% of portfolio
|
Q1 2025
Added 24.04%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
129
shares
|
$247,447
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
128
shares
|
$245,529
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
126
shares
|
$241,693
0.0% of portfolio
|
Q1 2025
Reduced 59.09%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
125
shares
|
$239,775
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
123
shares
|
$235,938
0.02% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
122
shares
|
$234,020
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
122
shares
|
$234,020
0.0% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
121
shares
|
$232,102
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
120
shares
|
$230,184
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
120
shares
|
$230,184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
119
shares
|
$228,265
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
117
shares
|
$224,429
0.01% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
115
shares
|
$220,593
0.11% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
May 15, 2025 Q1 2025 |
114
shares
|
$218,674
0.04% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
114
shares
|
$218,674
0.05% of portfolio
|
Q1 2025
New holding
|