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 2022
Institutional positions in First Citizens Bancshares Inc as of Jun 30, 2022. 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
- 343
- −1 vs. Q1 2022
- Shares held
- 10.7M
- +454.2K (+4.4%) vs. Q1 2022
- Total value
- $6.98B
- +$175.7M (+2.6%) vs. Q1 2022
- New holders
- 56
- 120 more added
- Sold out
- 57
- 89 more reduced
10 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 1 | $330 | 0.30% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $654 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2 | $1.00K | 0.00% | −5−71.4% | Reduced |
| Federated Hermes, Inc. | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $1.00K | 0.00% | +1 | New |
| Whittier Trust Co | 1 | $1.00K | 0.00% | +1 | New |
| Allworth Financial LP | 1 | $1.00K | 0.00% | +1 | New |
| Schubert & Co | 3 | $2.00K | 0.00% | −1−25.0% | Reduced |
| Washington Trust Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $2.00K | 0.00% | +1+50.0% | Added |
| Harbour Investments, Inc. | 3 | $2.00K | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | +3 | New |
| Sageworth Trust Co of South Dakota | 4 | $3.00K | 0.01% | −6−60.0% | Reduced |
| Umb Bank N A | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $3.00K | 0.00% | +1+33.3% | Added |
| Washington Trust Advisors, Inc. | 4 | $3.00K | 0.00% | +2+100.0% | Added |
| Private Trust Co NA | 5 | $3.00K | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 4 | $3.00K | 0.00% | +4 | New |
| Steward Financial Group LLC | 5 | $3.00K | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Venture Visionary Partners LLC | 7 | $4.58K | 0.00% | +7 | New |
| Huntington National Bank | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $5.00K | 0.00% | +6+300.0% | Added |
| Rise Advisors, LLC | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 9 | $6.00K | 0.00% | +9 | New |
| Central Trust Co | 10 | $7.00K | 0.00% | −4−28.6% | Reduced |
| Howe & Rusling Inc | 10 | $7.00K | 0.00% | −2−16.7% | Reduced |
| Versant Capital Management, Inc | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $7.00K | 0.00% | +10 | New |
| Zions Bancorporation, N.A. | 13 | $8.00K | 0.00% | −5−27.8% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $8.00K | 0.00% | +6+85.7% | Added |
| PFS Partners, LLC | 13 | $8.51K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 14 | $9.00K | 0.00% | −4−22.2% | Reduced |
| First Horizon Advisors, Inc. | 16 | $10.0K | 0.00% | −10−38.5% | Reduced |
| BerganKDV Wealth Management, LLC | 15 | $10.0K | 0.00% | +15 | New |
| Geneos Wealth Management Inc. | 17 | $11.0K | 0.00% | −5−22.7% | Reduced |
| FourThought Financial, LLC | 18 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $12.0K | 0.01% | +4+28.6% | Added |
| Fieldpoint Private Securities, LLC | 21 | $14.0K | 0.00% | −233−91.7% | Reduced |
| Cubist Systematic Strategies, LLC | 24 | $16.0K | 0.00% | −9,101−99.7% | Reduced |
| Meeder Asset Management Inc | 29 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $20.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 30 | $20.0K | 0.02% | +30 | New |
| Clearstead Advisors, LLC | 32 | $21.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 37 | $24.0K | 0.00% | +37 | New |
| EverSource Wealth Advisors, LLC | 40 | $26.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 44 | $29.0K | 0.00% | −10−18.5% | Reduced |
| Ronald Blue Trust, Inc. | 44 | $29.0K | 0.00% | +44 | New |
| TCI Wealth Advisors, Inc. | 49 | $32.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 52 | $33.0K | 0.00% | +8+18.2% | Added |
| Fifth Third Bancorp | 58 | $38.0K | 0.00% | −7−10.8% | Reduced |
| National Bank of Canada | 62 | $41.0K | 0.00% | +47+313.3% | Added |
| Tilia Fiduciary Partners, Inc. | 67 | $46.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 83 | $54.0K | 0.00% | −51−38.1% | Reduced |
| CWM, LLC | 93 | $61.0K | 0.00% | +51+121.4% | Added |
| Steward Partners Investment Advisory, LLC | 96 | $63.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $65.0K | 0.05% | +100 | New |
| Quadrant Capital Group LLC | 102 | $67.0K | 0.01% | +15+17.2% | Added |
| KBC Group NV | 134 | $88.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 143 | $93.0K | 0.00% | +16+12.6% | Added |
| Fortis Advisors, LLC | 150 | $98.0K | 0.06% | +75+100.0% | Added |
| IFP Advisors, Inc | 238 | $110.0K | 0.00% | −182−43.3% | Reduced |
| Compagnie Lombard Odier SCmA | 195 | $127.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 219 | $143.0K | 0.09% | +166+313.2% | Added |
| Quent Capital, LLC | 221 | $145.0K | 0.03% | +9+4.2% | Added |
| Signaturefd, LLC | 243 | $159.0K | 0.01% | +32+15.2% | Added |
| First Bank & Trust | 250 | $163.0K | 0.05% | +20+8.7% | Added |
| Vestcor Inc | 278 | $182.0K | 0.01% | +89+47.1% | Added |
| SeaCrest Wealth Management, LLC | 288 | $188.0K | 0.02% | +288 | New |
| Highland Capital Management Fund Advisors, L.P. | 311 | $203.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 310 | $203.0K | 0.01% | +310 | New |
| Forum Financial Management, LP | 320 | $209.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 341 | $223.0K | 0.00% | +38+12.5% | Added |
| Smith, Salley & Associates | 350 | $229.0K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 354 | $231.0K | 0.00% | +354 | New |
| Affinity Wealth Management LLC | 354 | $239.0K | 0.06% | +4+1.1% | Added |
| Westhampton Capital, LLC | 370 | $242.0K | 0.17% | 00.0% | Unchanged |
| Balentine LLC | 372 | $243.0K | 0.01% | +372 | New |
| Spire Wealth Management | 376 | $246.0K | 0.01% | +16+4.4% | Added |
| Commonwealth Equity Services, LLC | 379 | $248.0K | 0.00% | +20+5.6% | Added |
| MetLife Investment Management | 381 | $249.1K | 0.00% | +138+56.8% | Added |
| Quantamental Technologies LLC | 383 | $250.0K | 0.11% | −245−39.0% | Reduced |
| Eudaimonia Partners, LLC | 382 | $250.0K | 0.05% | −1−0.3% | Reduced |
| Holocene Advisors, LP | 400 | $262.0K | 0.00% | −4,107−91.1% | Reduced |
| H. L. Ormond & Company, LLC | 400 | $262.0K | 0.42% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 405 | $264.8K | 0.01% | 00.0% | Unchanged |