First Carolina Financial Services Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANC FUNDS CO LLC | 08/13/2026 | 1.34 M | $17.73 M | 100.00% | 5.31% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 1.18 M | $15.63 M | 100.00% | 4.68% |
| MENDON CAPITAL ADVISORS CORP | 08/11/2026 | 700.00 K | $9.27 M | 100.00% | 2.77% |
| CURI CAPITAL, LLC | 08/14/2026 | 642.70 K | $8.51 M | 100.00% | 2.55% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/07/2026 | 480.00 K | $6.36 M | 100.00% | 1.90% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2026 | 425.00 K | $5.63 M | 100.00% | 1.68% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 08/05/2026 | 414.09 K | $5.48 M | 100.00% | 1.64% |
| FOURTHSTONE LLC | 08/14/2026 | 377.23 K | $4.99 M | 100.00% | 1.49% |
| GENERAL AMERICAN INVESTORS CO INC | 07/31/2026 | 207.61 K | $2.75 M | 100.00% | 0.82% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 136.00 K | $1.80 M | 100.00% | 0.54% |
| ALGEBRIS (UK) LTD | 08/11/2026 | 130.89 K | $1.73 M | 100.00% | 0.52% |
| CITADEL ADVISORS LLC | 09/02/2026 | 102.18 K | $1.35 M | 100.00% | 0.40% |
| PMC FIG OPPORTUNITIES LLC | 08/14/2026 | 100.00 K | $1.32 M | 100.00% | 0.40% |
| EMERALD ADVISERS, LLC | 08/05/2026 | 94.24 K | $1.25 M | 100.00% | 0.37% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 75.34 K | $997.45 K | 100.00% | 0.30% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2026 | 75.00 K | $993.00 K | 100.00% | 0.30% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 70.19 K | $929.29 K | 100.00% | 0.28% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/12/2026 | 52.29 K | $692.27 K | 100.00% | 0.21% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 51.78 K | $685.62 K | 100.00% | 0.21% |
| BLUECREST CAPITAL MANAGEMENT LTD | 08/14/2026 | 50.00 K | $662.00 K | 100.00% | 0.20% |
| ROSENTHAL | HENRY CAPITAL ADVISORS, INC. | 07/28/2026 | 50.00 K | $662.00 K | 100.00% | 0.20% |
| SIENA CAPITAL PARTNERS GP, LLC | 08/14/2026 | 45.80 K | $605.93 K | 100.00% | 0.18% |
| HRT FINANCIAL LP | 08/14/2026 | 36.44 K | $482.00 K | 100.00% | 0.14% |
| DAYTONA STREET CAPITAL LLC | 08/03/2026 | 34.35 K | $434.27 K | 100.00% | 0.14% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 27.53 K | $364.50 K | 100.00% | 0.11% |
| MINK BROOK ASSET MANAGEMENT LLC | 08/14/2026 | 26.73 K | $353.95 K | 100.00% | 0.11% |
| ELCO MANAGEMENT CO., LLC | 08/11/2026 | 25.13 K | $332.72 K | 100.00% | 0.10% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 15.33 K | $203.00 K | 100.00% | 0.06% |
| OXFORD ASSET MANAGEMENT LLP | 08/14/2026 | 12.83 K | $169.87 K | 100.00% | 0.05% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 11.10 K | $146.95 K | 100.00% | 0.04% |
| GILLSON CAPITAL LP | 08/14/2026 | 9.50 K | $126.00 K | 100.00% | 0.04% |
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First Carolina Financial Services Inc institutional Ownership - FAQ's
During the previous two years, 30 institutional investors and hedge funds held shares of First Carolina Financial Services Inc. The most heavily invested institutionals were:
Rosenthal | Henry Capital Advisors, Inc.: 50,000
Modera Wealth Management, LLC: 40,000
BANC FUNDS CO LLC: 1.34 M
WELLINGTON MANAGEMENT GROUP LLP: 1.18 M
MENDON CAPITAL ADVISORS CORP: 700,000
Curi Capital, LLC: 642,700
27.73% of First Carolina Financial Services Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.98 M shares in the last 24 months. This purchase volume represents approximately $90.03 M in transactions.