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 |
|---|---|---|---|---|---|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
16
shares
|
$33,135
0.0% of portfolio
|
Q3 2024
Reduced 95.22%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
15
shares
|
$31,064
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
15
shares
|
$31,064
0.01% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
14
shares
|
$28,993
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
13
shares
|
$26,922
0.0% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
13
shares
|
$26,922
0.0% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
13
shares
|
$26,922
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
12
shares
|
$24,851
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
10
shares
|
$20,709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
10
shares
|
$20,709
0.01% of portfolio
|
Q2 2024
Reduced 56.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
10
shares
|
$20,709
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
10
shares
|
$20,709
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
10
shares
|
$20,709
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
10
shares
|
$20,709
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
10
shares
|
$20,709
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9
shares
|
$18,638
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
9
shares
|
$18,638
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$16,567
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
8
shares
|
$16,567
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
8
shares
|
$16,567
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
8
shares
|
$16,567
0.0% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
7
shares
|
$14,496
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
7
shares
|
$14,496
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
7
shares
|
$14,496
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
7
shares
|
$14,496
0.0% of portfolio
|
Q4 2023
New holding
|