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, Q3 2022
Institutional positions in First Citizens Bancshares Inc as of Sep 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
- 368
- +27 vs. Q2 2022
- Shares held
- 9.75M
- −931.5K (−8.7%) vs. Q2 2022
- Total value
- $7.77B
- +$789.0M (+11.3%) vs. Q2 2022
- New holders
- 63
- 95 more added
- Sold out
- 36
- 115 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 1 | $797 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 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 |
| NewSquare Capital LLC | 1 | $1.00K | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Harbour Investments, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2 | $2.00K | 0.00% | +2 | New |
| Lee Financial Co | 2 | $2.00K | 0.00% | +2 | New |
| Almanack Investment Partners, LLC. | 2 | $2.00K | 0.00% | +2 | New |
| Geneos Wealth Management Inc. | 4 | $3.00K | 0.00% | −13−76.5% | Reduced |
| Umb Bank N A | 4 | $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% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 4 | $3.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $3.00K | 0.00% | +1+33.3% | Added |
| Earnest Partners LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $4.00K | 0.00% | +2+66.7% | Added |
| Advanced Research Investment Solutions, LLC | 5 | $4.00K | 0.00% | +5 | New |
| Pinnacle Bancorp, Inc. | 6 | $5.00K | 0.00% | −2−25.0% | Reduced |
| Harbor Investment Advisory, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $5.00K | 0.00% | +3+100.0% | Added |
| Huntington National Bank | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $6.00K | 0.00% | +7 | New |
| Rise Advisors, LLC | 9 | $7.00K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $7.00K | 0.00% | +9 | New |
| Central Trust Co | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $8.00K | 0.00% | +9+900.0% | Added |
| Proequities, Inc. | 11 | $9.00K | 0.00% | −3−21.4% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $9.00K | 0.00% | −2−15.4% | Reduced |
| Versant Capital Management, Inc | 11 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 11 | $9.00K | 0.00% | +11 | New |
| PFS Partners, LLC | 13 | $10.4K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 16 | $13.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 18 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $14.0K | 0.00% | +7+70.0% | Added |
| Selective Wealth Management, Inc. | 18 | $14.0K | 0.01% | +18 | New |
| Achmea Investment Management B.V. | 22 | $18.0K | 0.00% | +22 | New |
| Meeder Asset Management Inc | 25 | $20.0K | 0.00% | −4−13.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 30 | $24.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 30 | $24.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 32 | $26.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 39 | $31.0K | 0.00% | +35+875.0% | Added |
| SRS Capital Advisors, Inc. | 46 | $37.0K | 0.01% | +2+4.5% | Added |
| TCI Wealth Advisors, Inc. | 49 | $39.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 51 | $40.0K | 0.00% | −1−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 66 | $43.0K | 0.00% | +22+50.0% | Added |
| National Bank of Canada | 62 | $49.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 62 | $49.0K | 0.00% | +4+6.9% | Added |
| Covestor Ltd | 64 | $51.0K | 0.05% | +46+255.6% | Added |
| Tilia Fiduciary Partners, Inc. | 67 | $55.0K | 0.06% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 72 | $57.0K | 0.00% | +72 | New |
| Ci Investments Inc. | 76 | $61.0K | 0.00% | −7−8.4% | Reduced |
| Bessemer Group Inc | 78 | $62.0K | 0.00% | +78 | New |
| Ossiam | 88 | $70.0K | 0.00% | +88 | New |
| CWM, LLC | 93 | $74.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 96 | $77.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $79.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 104 | $83.0K | 0.01% | +2+2.0% | Added |
| State of Wyoming | 118 | $94.0K | 0.05% | −101−46.1% | Reduced |
| EverSource Wealth Advisors, LLC | 128 | $102.0K | 0.02% | +88+220.0% | Added |
| IFP Advisors, Inc | 240 | $111.0K | 0.00% | +2+0.8% | Added |
| American International Group, Inc. | 143 | $114.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 150 | $120.0K | 0.09% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 195 | $155.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $159.0K | 0.02% | +200 | New |
| Quent Capital, LLC | 221 | $176.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 247 | $197.0K | 0.01% | +4+1.6% | Added |
| Boothbay Fund Management, LLC | 254 | $203.0K | 0.01% | +254 | New |
| Level Four Advisory Services, LLC | 257 | $205.0K | 0.02% | +257 | New |
| Quantinno Capital Management LP | 261 | $208.0K | 0.03% | +261 | New |
| First Bank & Trust | 263 | $210.0K | 0.08% | +13+5.2% | Added |
| Equitable Trust Co | 267 | $213.0K | 0.02% | +267 | New |
| Eudaimonia Partners, LLC | 278 | $222.0K | 0.06% | −104−27.2% | Reduced |
| Vestcor Inc | 283 | $226.0K | 0.01% | +5+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 284 | $226.0K | 0.00% | +284 | New |
| Bank of Nova Scotia | 284 | $227.0K | 0.00% | +284 | New |
| Schonfeld Strategic Advisors LLC | 288 | $230.0K | 0.00% | +288 | New |
| SeaCrest Wealth Management, LLC | 291 | $232.0K | 0.04% | +3+1.0% | Added |
| Transcend Wealth Collective, LLC | 293 | $234.0K | 0.03% | +293 | New |
| Waterfront Wealth Inc. | 272 | $235.0K | 0.09% | +272 | New |
| Cambridge Investment Research Advisors, Inc. | 299 | $238.0K | 0.00% | +299 | New |
| D.A. Davidson & Co. | 300 | $239.0K | 0.00% | +300 | New |
| APG Asset Management N.V. | 300 | $244.0K | 0.00% | +300 | New |
| GWM Advisors LLC | 314 | $250.0K | 0.00% | +314 | New |
| Forum Financial Management, LP | 320 | $255.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 324 | $258.0K | 0.00% | −843−72.2% | Reduced |
| Twin Tree Management, LP | 326 | $260.0K | 0.01% | −141−30.2% | Reduced |
| PEAK6 Investments LLC | 332 | $265.0K | 0.01% | −2,101−86.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 334 | $266.0K | 0.01% | +334 | New |