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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 800 | $523.0K | 0.00% | +192+31.6% | Added |
| Campbell & CO Investment Adviser LLC | 795 | $520.0K | 0.14% | +143+21.9% | Added |
| M&T Bank Corp | 935 | $517.0K | 0.00% | +187+25.0% | Added |
| Synovus Financial Corp | 783 | $511.0K | 0.01% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 762 | $498.0K | 0.03% | +157+26.0% | Added |
| Cerity Partners LLC | 733 | $480.0K | 0.01% | +733 | New |
| Macquarie Group Ltd | 722 | $472.0K | 0.00% | +168+30.3% | Added |
| US Bancorp | 707 | $463.0K | 0.00% | +232+48.8% | Added |
| Squarepoint Ops LLC | 700 | $458.0K | 0.00% | −13,007−94.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 701 | $458.0K | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 626 | $418.0K | 0.00% | +626 | New |
| Creative Planning | 637 | $417.0K | 0.00% | +187+41.6% | Added |
| Daiwa Securities Group Inc. | 634 | $414.0K | 0.00% | +34+5.7% | Added |
| CIBC Asset Management Inc | 615 | $402.0K | 0.00% | −44−6.7% | Reduced |
| Holderness Investments Co | 606 | $396.0K | 0.17% | 00.0% | Unchanged |
| Tradewinds, LLC. | 606 | $396.0K | 0.27% | +606 | New |
| Canandaigua National Corp | 564 | $369.0K | 0.07% | −28−4.7% | Reduced |
| Tiaa, FSB | 554 | $362.0K | 0.00% | +554 | New |
| Exencial Wealth Advisors, LLC | 551 | $360.0K | 0.02% | −2−0.4% | Reduced |
| Shell Asset Management Co | 538 | $352.0K | 0.01% | +3+0.6% | Added |
| Xponance, Inc. | 530 | $347.0K | 0.01% | +530 | New |
| Mill Capital Management, LLC | 525 | $343.0K | 0.04% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 520 | $340.0K | 0.41% | – | – |
| Physicians Financial Services, Inc. | 520 | $340.0K | 0.15% | 00.0% | Unchanged |
| CastleKnight Management LP | 514 | $336.0K | 0.10% | 00.0% | Unchanged |
| American Trust | 510 | $333.0K | 0.03% | +16+3.2% | Added |
| Pathstone Family Office, LLC | 500 | $326.7K | 0.01% | +16+3.3% | Added |
| Pettinga Financial Advisors, LLC | 485 | $317.0K | 0.10% | 00.0% | Unchanged |
| Krilogy Financial LLC | 482 | $315.0K | 0.04% | +482 | New |
| Greenleaf Trust | 477 | $312.0K | 0.00% | +101+26.9% | Added |
| Point72 Hong Kong Ltd | 470 | $307.0K | 0.02% | +153+48.3% | Added |
| Twin Tree Management, LP | 467 | $305.0K | 0.01% | +400+597.0% | Added |
| DekaBank Deutsche Girozentrale | 457 | $299.0K | 0.00% | −1,978−81.2% | Reduced |
| Vontobel Holding Ltd. | 439 | $294.0K | 0.00% | +439 | New |
| United Capital Financial Advisers, LLC | 445 | $291.0K | 0.00% | +7+1.6% | Added |
| Triangle Securities Wealth Management | 444 | $290.0K | 0.11% | +20+4.7% | Added |
| Connable Office Inc | 432 | $282.0K | 0.04% | +100+30.1% | Added |
| Gsa Capital Partners LLP | 432 | $282.0K | 0.04% | +432 | New |
| Parallel Advisors, LLC | 425 | $278.0K | 0.01% | +31+7.9% | Added |
| Investors Research Corp | 421 | $275.0K | 0.08% | 00.0% | Unchanged |
| First Manhattan Co | 419 | $273.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 411 | $266.0K | 0.00% | +411 | New |
| Bartlett & Co. LLC | 405 | $265.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 405 | $264.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Quantamental Technologies LLC | 383 | $250.0K | 0.11% | −245−39.0% | Reduced |
| Eudaimonia Partners, LLC | 382 | $250.0K | 0.05% | −1−0.3% | Reduced |
| MetLife Investment Management | 381 | $249.1K | 0.00% | +138+56.8% | Added |
| Commonwealth Equity Services, LLC | 379 | $248.0K | 0.00% | +20+5.6% | Added |
| Spire Wealth Management | 376 | $246.0K | 0.01% | +16+4.4% | Added |
| Balentine LLC | 372 | $243.0K | 0.01% | +372 | New |
| Westhampton Capital, LLC | 370 | $242.0K | 0.17% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 354 | $239.0K | 0.06% | +4+1.1% | Added |
| Prudential PLC | 354 | $231.0K | 0.00% | +354 | New |
| Smith, Salley & Associates | 350 | $229.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 341 | $223.0K | 0.00% | +38+12.5% | Added |
| Forum Financial Management, LP | 320 | $209.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| SeaCrest Wealth Management, LLC | 288 | $188.0K | 0.02% | +288 | New |
| Vestcor Inc | 278 | $182.0K | 0.01% | +89+47.1% | Added |
| First Bank & Trust | 250 | $163.0K | 0.05% | +20+8.7% | Added |
| Signaturefd, LLC | 243 | $159.0K | 0.01% | +32+15.2% | Added |
| Quent Capital, LLC | 221 | $145.0K | 0.03% | +9+4.2% | Added |
| State of Wyoming | 219 | $143.0K | 0.09% | +166+313.2% | Added |
| Compagnie Lombard Odier SCmA | 195 | $127.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 238 | $110.0K | 0.00% | −182−43.3% | Reduced |
| Fortis Advisors, LLC | 150 | $98.0K | 0.06% | +75+100.0% | Added |
| American International Group, Inc. | 143 | $93.0K | 0.00% | +16+12.6% | Added |
| KBC Group NV | 134 | $88.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 102 | $67.0K | 0.01% | +15+17.2% | Added |
| FNY Investment Advisers, LLC | 100 | $65.0K | 0.05% | +100 | New |
| Steward Partners Investment Advisory, LLC | 96 | $63.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 93 | $61.0K | 0.00% | +51+121.4% | Added |
| Ci Investments Inc. | 83 | $54.0K | 0.00% | −51−38.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 67 | $46.0K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 62 | $41.0K | 0.00% | +47+313.3% | Added |
| Fifth Third Bancorp | 58 | $38.0K | 0.00% | −7−10.8% | Reduced |
| Rockefeller Capital Management L.P. | 52 | $33.0K | 0.00% | +8+18.2% | Added |
| TCI Wealth Advisors, Inc. | 49 | $32.0K | 0.00% | 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 |
| EverSource Wealth Advisors, LLC | 40 | $26.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 37 | $24.0K | 0.00% | +37 | New |
| Clearstead Advisors, LLC | 32 | $21.0K | 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 |
| Meeder Asset Management Inc | 29 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 24 | $16.0K | 0.00% | −9,101−99.7% | Reduced |
| Fieldpoint Private Securities, LLC | 21 | $14.0K | 0.00% | −233−91.7% | Reduced |
| FourThought Financial, LLC | 18 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $12.0K | 0.01% | +4+28.6% | Added |
| Geneos Wealth Management Inc. | 17 | $11.0K | 0.00% | −5−22.7% | 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 |
| Proequities, Inc. | 14 | $9.00K | 0.00% | −4−22.2% | Reduced |
| PFS Partners, LLC | 13 | $8.51K | 0.01% | 00.0% | Unchanged |
| 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 |