Who owns First Carolina Financial Services?
Institutional ownership of FCBM from SEC Form 13F filings across 16 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
16
13F holders
$38.5M
value, 2026 filers
9.8%
of shares outstanding (3.0M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FCBM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLPNEW | 1.2M | $15.6M | 0.0% | 3.9% | new |
| 2 | MENDON CAPITAL ADVISORS CORPNEW | 700,000 | $9.3M | 3.3% | 2.3% | new |
| 3 | ADAGE CAPITAL PARTNERS GP, L.L.C.NEW | 425,000 | $5.6M | 0.0% | 1.4% | new |
| 4 | ALLIANCEBERNSTEIN L.P.NEW | 136,000 | $1.8M | 0.0% | 0.4% | new |
| 5 | CITADEL ADVISORS LLCNEW | 102,183 | $1.4M | 0.0% | 0.3% | new |
| 6 | BOOTHBAY FUND MANAGEMENT, LLCNEW | 75,000 | $993,000 | 0.0% | 0.2% | new |
| 7 | MILLENNIUM MANAGEMENT LLCNEW | 70,188 | $929,289 | 0.0% | 0.2% | new |
| 8 | Schonfeld Strategic Advisors LLCNEW | 51,784 | $685,618 | 0.0% | 0.2% | new |
| 9 | Rosenthal | Henry Capital Advisors, Inc.NEW | 50,000 | $662,000 | — | 0.2% | new |
| 10 | BlueCrest Capital Management LtdNEW | 50,000 | $662,000 | 0.0% | 0.2% | new |
| 11 | HRT FINANCIAL LPNEW | 36,443 | $482 | 0.0% | 0.1% | new |
| 12 | GOLDMAN SACHS GROUP INCNEW | 27,530 | $364,497 | 0.0% | 0.1% | new |
| 13 | Clearstead Advisors, LLCNEW | 15,332 | $202,996 | 0.0% | 0.1% | new |
| 14 | OXFORD ASSET MANAGEMENT LLPNEW | 12,830 | $169,869 | 0.1% | 0% | new |
| 15 | Vident Advisory, LLCNEW | 11,099 | $146,951 | 0.0% | 0% | new |
| 16 | Gillson Capital LPNEW | 9,500 | $126 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.