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 |
|---|---|---|---|---|---|
| 44 Wealth Management LLC | 865 | $690.0K | 0.28% | +865 | New |
| US Bancorp | 821 | $656.0K | 0.00% | +114+16.1% | Added |
| Jump Financial, LLC | 804 | $641.0K | 0.02% | −1,570−66.1% | Reduced |
| Synovus Financial Corp | 783 | $624.0K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 769 | $617.0K | 0.00% | −29,459−97.5% | Reduced |
| Cerity Partners LLC | 743 | $593.0K | 0.01% | +10+1.4% | Added |
| Kestra Private Wealth Services, LLC | 740 | $590.0K | 0.03% | +740 | New |
| Macquarie Group Ltd | 730 | $582.0K | 0.00% | +8+1.1% | Added |
| M&T Bank Corp | 721 | $575.0K | 0.00% | −214−22.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 709 | $565.0K | 0.01% | +8+1.1% | Added |
| Janney Montgomery Scott LLC | 707 | $564.0K | 0.00% | +707 | New |
| DekaBank Deutsche Girozentrale | 712 | $551.0K | 0.00% | +255+55.8% | Added |
| Mariner, LLC | 656 | $523.0K | 0.00% | +656 | New |
| Raymond James Trust N.A. | 651 | $519.0K | 0.02% | +651 | New |
| Daiwa Securities Group Inc. | 634 | $506.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 626 | $499.0K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 620 | $494.0K | 0.06% | +620 | New |
| CIBC Asset Management Inc | 615 | $490.0K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 606 | $483.0K | 0.22% | 00.0% | Unchanged |
| Tradewinds, LLC. | 606 | $483.0K | 0.35% | 00.0% | Unchanged |
| KBC Group NV | 583 | $465.0K | 0.00% | +449+335.1% | Added |
| Exencial Wealth Advisors, LLC | 554 | $442.0K | 0.03% | +3+0.5% | Added |
| Colonial Trust Co | 554 | $442.0K | 0.14% | +554 | New |
| Xponance, Inc. | 548 | $437.0K | 0.01% | +18+3.4% | Added |
| Wealthspire Advisors, LLC | 547 | $436.0K | 0.01% | −1,500−73.3% | Reduced |
| Canandaigua National Corp | 544 | $434.0K | 0.08% | −20−3.5% | Reduced |
| Mill Capital Management, LLC | 525 | $419.0K | 0.05% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 520 | $415.0K | 0.20% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 520 | $415.0K | 0.54% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 517 | $412.4K | 0.01% | +17+3.4% | Added |
| Two Sigma Advisers, LP | 512 | $408.0K | 0.00% | −1,300−71.7% | Reduced |
| Creative Planning | 506 | $404.0K | 0.00% | −131−20.6% | Reduced |
| Old North State Trust, LLC | 505 | $403.0K | 0.35% | +504+50,400.0% | Added |
| O'Neil Global Advisors, Inc. | 500 | $399.0K | 1.58% | +500 | New |
| Greenleaf Trust | 492 | $392.0K | 0.01% | +15+3.1% | Added |
| HSBC Holdings PLC | 487 | $389.0K | 0.00% | −843−63.4% | Reduced |
| Pettinga Financial Advisors, LLC | 485 | $387.0K | 0.13% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 483 | $385.0K | 0.02% | +483 | New |
| American Trust | 470 | $375.0K | 0.03% | −40−7.8% | Reduced |
| Krilogy Financial LLC | 470 | $375.0K | 0.04% | −12−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 459 | $366.0K | 0.00% | −8,200−94.7% | Reduced |
| Mercer Global Advisors Inc | 448 | $357.0K | 0.00% | +448 | New |
| United Capital Financial Advisers, LLC | 442 | $352.0K | 0.00% | −3−0.7% | Reduced |
| Jane Street Group, LLC | 439 | $350.0K | 0.00% | +439 | New |
| Triangle Securities Wealth Management | 434 | $346.0K | 0.14% | −10−2.3% | Reduced |
| Shell Asset Management Co | 427 | $341.0K | 0.01% | −111−20.6% | Reduced |
| Parallel Advisors, LLC | 425 | $339.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 421 | $336.0K | 0.10% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 420 | $335.0K | 0.02% | +110+35.5% | Added |
| First Manhattan Co | 414 | $330.0K | 0.00% | −5−1.2% | Reduced |
| Bartlett & Co. LLC | 405 | $323.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 405 | $323.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 401 | $320.0K | 0.00% | −400−49.9% | Reduced |
| H. L. Ormond & Company, LLC | 400 | $319.0K | 0.51% | 00.0% | Unchanged |
| Prudential PLC | 392 | $313.0K | 0.00% | +38+10.7% | Added |
| Commonwealth Equity Services, LLC | 388 | $310.0K | 0.00% | +9+2.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 388 | $309.0K | 0.00% | +388 | New |
| Alps Advisors Inc | 376 | $300.0K | 0.00% | +376 | New |
| MetLife Investment Management | 376 | $299.8K | 0.00% | −5−1.3% | Reduced |
| Westhampton Capital, LLC | 370 | $295.0K | 0.22% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 369 | $294.0K | 0.04% | +369 | New |
| Affinity Wealth Management LLC | 361 | $288.0K | 0.07% | +7+2.0% | Added |
| Balentine LLC | 354 | $282.0K | 0.01% | −18−4.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 354 | $282.0K | 0.00% | +354 | New |
| Oppenheimer Asset Management Inc. | 351 | $280.0K | 0.00% | +10+2.9% | Added |
| Smith, Salley & Associates | 350 | $279.0K | 0.03% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 338 | $270.0K | 0.02% | −424−55.6% | Reduced |
| Intech Investment Management LLC | 335 | $267.1K | 0.00% | +335 | New |
| Vestmark Advisory Solutions, Inc. | 334 | $266.0K | 0.01% | +334 | New |
| PEAK6 Investments LLC | 332 | $265.0K | 0.01% | −2,101−86.4% | Reduced |
| Twin Tree Management, LP | 326 | $260.0K | 0.01% | −141−30.2% | Reduced |
| Kestra Advisory Services, LLC | 324 | $258.0K | 0.00% | −843−72.2% | Reduced |
| Forum Financial Management, LP | 320 | $255.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 314 | $250.0K | 0.00% | +314 | New |
| APG Asset Management N.V. | 300 | $244.0K | 0.00% | +300 | New |
| D.A. Davidson & Co. | 300 | $239.0K | 0.00% | +300 | New |
| Cambridge Investment Research Advisors, Inc. | 299 | $238.0K | 0.00% | +299 | New |
| Waterfront Wealth Inc. | 272 | $235.0K | 0.09% | +272 | New |
| Transcend Wealth Collective, LLC | 293 | $234.0K | 0.03% | +293 | New |
| SeaCrest Wealth Management, LLC | 291 | $232.0K | 0.04% | +3+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 288 | $230.0K | 0.00% | +288 | New |
| Bank of Nova Scotia | 284 | $227.0K | 0.00% | +284 | New |
| Vestcor Inc | 283 | $226.0K | 0.01% | +5+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 284 | $226.0K | 0.00% | +284 | New |
| Eudaimonia Partners, LLC | 278 | $222.0K | 0.06% | −104−27.2% | Reduced |
| Equitable Trust Co | 267 | $213.0K | 0.02% | +267 | New |
| First Bank & Trust | 263 | $210.0K | 0.08% | +13+5.2% | Added |
| Quantinno Capital Management LP | 261 | $208.0K | 0.03% | +261 | New |
| Level Four Advisory Services, LLC | 257 | $205.0K | 0.02% | +257 | New |
| Boothbay Fund Management, LLC | 254 | $203.0K | 0.01% | +254 | New |
| Signaturefd, LLC | 247 | $197.0K | 0.01% | +4+1.6% | Added |
| Quent Capital, LLC | 221 | $176.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $159.0K | 0.02% | +200 | New |
| Compagnie Lombard Odier SCmA | 195 | $155.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 150 | $120.0K | 0.09% | 00.0% | Unchanged |
| American International Group, Inc. | 143 | $114.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 240 | $111.0K | 0.00% | +2+0.8% | Added |
| EverSource Wealth Advisors, LLC | 128 | $102.0K | 0.02% | +88+220.0% | Added |
| State of Wyoming | 118 | $94.0K | 0.05% | −101−46.1% | Reduced |
| Quadrant Capital Group LLC | 104 | $83.0K | 0.01% | +2+2.0% | Added |