First Citizens Bancshares Inc
FCNCA- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000798941
In the last 90 days, First Citizens Bancshares Inc insiders filed 1 open-market purchase and 1 sale; 626 institutions reported holding it in 13F filings for Q2 2026, worth $13.8B in total; superinvestors Harris Associates (Oakmark) and Coatue Management hold it.
13F holders, Q2 2021
Institutional positions in First Citizens Bancshares Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 218
- +5 vs. Q1 2021
- Shares held
- 5.11M
- +561.4K (+12.3%) vs. Q1 2021
- Total value
- $4.26B
- +$454.3M (+11.9%) vs. Q1 2021
- New holders
- 26
- 74 more added
- Sold out
- 21
- 65 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FCNCA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 626 | $13.8B |
| Q1 2026 | 603 | $13.2B |
| Q4 2025 | 652 | $15.5B |
| Q3 2025 | 622 | $13.0B |
| Q2 2025 | 604 | $15.8B |
| Q1 2025 | 611 | $15.3B |
| Q4 2024 | 617 | $17.8B |
| Q3 2024 | 590 | $16.0B |
| Q2 2024 | 575 | $15.1B |
| Q1 2024 | 556 | $14.5B |
| Q4 2023 | 547 | $12.4B |
| Q3 2023 | 498 | $12.3B |
| Q2 2023 | 472 | $11.7B |
| Q1 2023 | 411 | $9.13B |
| Q4 2022 | 395 | $6.88B |
| Q3 2022 | 368 | $7.77B |
| Q2 2022 | 343 | $6.98B |
| Q1 2022 | 354 | $6.91B |
| Q4 2021 | 242 | $4.56B |
| Q3 2021 | 215 | $4.54B |
| Q2 2021 | 218 | $4.26B |
| Q1 2021 | 213 | $3.80B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $2.00K | 0.00% | −1−33.3% | Reduced |
| Quadrant Capital Group LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4 | $3.00K | 0.00% | −442−99.1% | Reduced |
| Federated Hermes, Inc. | 4 | $3.00K | 0.00% | −1−20.0% | Reduced |
| JJJ Advisors Inc. | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 8 | $7.00K | 0.00% | +1+14.3% | Added |
| Versant Capital Management, Inc | 11 | $9.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 16 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $13.0K | 0.00% | +6+60.0% | Added |
| Rockefeller Capital Management L.P. | 20 | $16.0K | 0.00% | +4+25.0% | Added |
| First Bank & Trust | 53 | $44.0K | 0.02% | +20+60.6% | Added |
| Parallel Advisors, LLC | 61 | $51.0K | 0.00% | −3−4.7% | Reduced |
| Harvest Fund Management Co., Ltd | 62 | $52.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 62 | $52.0K | 0.03% | +47+313.3% | Added |
| Ensign Peak Advisors, Inc | 70 | $58.0K | 0.00% | +20+40.0% | Added |
| American International Group, Inc. | 75 | $62.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 75 | $62.0K | 0.04% | +75 | New |
| Van Eck Associates Corp | 83 | $69.0K | 0.00% | +83 | New |
| Toth Financial Advisory Corp | 100 | $83.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 113 | $94.0K | 0.00% | −16−12.4% | Reduced |
| Signaturefd, LLC | 119 | $99.0K | 0.00% | −68−36.4% | Reduced |
| Tower Research Capital LLC (TRC) | 125 | $104.0K | 0.00% | +23+22.5% | Added |
| Metropolitan Life Insurance Co | 125 | $104.1K | 0.00% | −3−2.3% | Reduced |
| US Bancorp | 126 | $105.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 165 | $137.0K | 0.00% | −35−17.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 207 | $172.0K | 0.00% | −2−1.0% | Reduced |
| JustInvest LLC | 241 | $201.0K | 0.02% | +241 | New |
| Community Capital Management, Inc. | 250 | $208.0K | 0.21% | +250 | New |
| Symmetry Partners, LLC | 251 | $209.0K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 252 | $210.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 257 | $214.0K | 0.00% | −37−12.6% | Reduced |
| Oppenheimer Asset Management Inc. | 258 | $215.0K | 0.00% | +258 | New |
| Stifel Financial Corp | 264 | $220.0K | 0.00% | +264 | New |
| Old National Bancorp | 295 | $246.0K | 0.01% | −111−27.3% | Reduced |
| D.A. Davidson & Co. | 300 | $250.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $250.0K | 0.03% | 00.0% | Unchanged |
| People's United Financial, Inc. | 314 | $262.0K | 0.01% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 328 | $273.0K | 0.02% | −20−5.7% | Reduced |
| Smith, Salley & Associates | 350 | $291.0K | 0.02% | 00.0% | Unchanged |
| United Bank | 351 | $292.0K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 353 | $294.0K | 0.00% | +69+24.3% | Added |
| Panagora Asset Management Inc | 356 | $296.0K | 0.00% | −8−2.2% | Reduced |
| Pictet Asset Management Ltd | 360 | $300.0K | 0.00% | −30−7.7% | Reduced |
| United Capital Financial Advisers, LLC | 360 | $300.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 369 | $307.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 385 | $321.0K | 0.00% | +76+24.6% | Added |
| Alps Advisors Inc | 399 | $332.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 400 | $333.0K | 0.01% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 400 | $333.0K | 0.14% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 400 | $333.1K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 404 | $337.0K | 0.00% | +155+62.2% | Added |
| Janus Henderson Group PLC | 406 | $338.0K | 0.00% | +406 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 431 | $359.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 431 | $359.0K | 0.02% | +212+96.8% | Added |
| First Mercantile Trust Co | 437 | $363.0K | 0.04% | −42−8.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 460 | $383.0K | 0.00% | +80+21.1% | Added |
| Canandaigua National Corp | 466 | $388.0K | 0.06% | −25−5.1% | Reduced |
| Maryland State Retirement & Pension System | 504 | $400.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 482 | $402.0K | 0.01% | +482 | New |
| Pettinga Financial Advisors, LLC | 485 | $404.0K | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 489 | $407.0K | 0.00% | +336+219.6% | Added |
| Principal Financial Group Inc | 490 | $408.0K | 0.00% | +60+14.0% | Added |
| Cardinal Capital Management | 498 | $415.0K | 0.09% | 00.0% | Unchanged |
| AXA S.A. | 500 | $416.0K | 0.00% | +500 | New |
| HSBC Holdings PLC | 503 | $422.0K | 0.00% | +190+60.7% | Added |
| Triangle Securities Wealth Management | 530 | $441.0K | 0.15% | −45−7.8% | Reduced |
| Old North State Trust, LLC | 555 | $462.0K | 0.35% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 556 | $463.0K | 0.05% | +556 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 574 | $479.0K | 0.01% | +63+12.3% | Added |
| Guggenheim Capital LLC | 584 | $486.0K | 0.00% | +244+71.8% | Added |
| Illinois Municipal Retirement Fund | 600 | $500.0K | 0.02% | 00.0% | Unchanged |
| Holderness Investments Co | 606 | $505.0K | 0.17% | 00.0% | Unchanged |
| XTX Topco Ltd | 606 | $505.0K | 0.17% | +606 | New |
| Profund Advisors LLC | 607 | $506.0K | 0.02% | +607 | New |
| Maven Securities LTD | 609 | $508.0K | 0.05% | −479−44.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 620 | $516.0K | 0.02% | 00.0% | Unchanged |
| Palladium Partners LLC | 625 | $520.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 626 | $521.0K | 0.00% | +28+4.7% | Added |
| Shell Asset Management Co | 626 | $521.0K | 0.01% | +626 | New |
| M&T Bank Corp | 638 | $531.0K | 0.00% | +19+3.1% | Added |
| Cubist Systematic Strategies, LLC | 649 | $540.0K | 0.01% | −325−33.4% | Reduced |
| Creative Planning | 662 | $551.0K | 0.00% | +21+3.3% | Added |
| Exencial Wealth Advisors, LLC | 700 | $583.0K | 0.03% | +50+7.7% | Added |
| Public Employees Retirement Association of Colorado | 708 | $590.0K | 0.00% | +708 | New |
| State of Wisconsin Investment Board | 720 | $600.0K | 0.00% | −79−9.9% | Reduced |
| Advisor Group Holdings, Inc. | 725 | $603.0K | 0.00% | +126+21.0% | Added |
| Teacher Retirement System of Texas | 739 | $615.0K | 0.00% | +173+30.6% | Added |
| Synovus Financial Corp | 783 | $652.0K | 0.01% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 783 | $652.0K | 0.00% | +505+181.7% | Added |
| Winton Group Ltd | 788 | $656.0K | 0.04% | −1,536−66.1% | Reduced |
| Baird Financial Group, Inc. | 800 | $666.0K | 0.00% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 1,011 | $842.0K | 0.25% | 00.0% | Unchanged |
| Voya Investment Management LLC | 1,012 | $843.0K | 0.00% | +117+13.1% | Added |
| Russell Investments Group, Ltd. | 1,025 | $852.0K | 0.00% | −985−49.0% | Reduced |