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 |
|---|---|---|---|---|---|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
46
shares
|
$88,237
0.0% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
45
shares
|
$86,319
0.0% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
40
shares
|
$76,728
0.01% of portfolio
|
Q1 2025
Added 263.64%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
39
shares
|
$74,809
0.0% of portfolio
|
Q1 2025
Reduced 95.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
39
shares
|
$74,809
0.02% of portfolio
|
Q2 2024
Reduced 33.9%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
39
shares
|
$74,809
0.08% of portfolio
|
Q4 2024
Reduced 15.22%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
37
shares
|
$70,973
0.02% of portfolio
|
Q1 2025
Added 32.14%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
35
shares
|
$67,137
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
35
shares
|
$67,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
30
shares
|
$57,546
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
29
shares
|
$55,627
0.01% of portfolio
|
Q1 2025
Reduced 38.3%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
26
shares
|
$49,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
25
shares
|
$47,955
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
24
shares
|
$46,036
0.0% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
24
shares
|
$46,036
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
22
shares
|
$42,200
0.01% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
21
shares
|
$40,282
0.0% of portfolio
|
Q1 2025
Reduced 95.04%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
21
shares
|
$40,282
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
21
shares
|
$40,282
0.0% of portfolio
|
Q2 2022
Reduced 91.73%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
20
shares
|
$38,364
0.0% of portfolio
|
Q2 2023
Added 1900.0%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19
shares
|
$36,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
18
shares
|
$34,527
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
18
shares
|
$34,527
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
17
shares
|
$32,609
0.0% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
17
shares
|
$32,609
0.0% of portfolio
|
Q1 2025
Added 54.55%
|