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 672 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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
6
shares
|
$11,298
0.0% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
5
shares
|
$9,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5
shares
|
$9,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
4
shares
|
$7,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4
shares
|
$7,532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
4
shares
|
$7,532
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q2 2024
Reduced 90.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3
shares
|
$5,649
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2
shares
|
$3,766
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
2
shares
|
$3,766
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2
shares
|
$3,766
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
2
shares
|
$3,766
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2
shares
|
$3,766
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
2
shares
|
$3,766
0.0% of portfolio
|
Q1 2024
New holding
|