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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 100 | $79.0K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 96 | $77.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 93 | $74.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 88 | $70.0K | 0.00% | +88 | New |
| Bessemer Group Inc | 78 | $62.0K | 0.00% | +78 | New |
| Ci Investments Inc. | 76 | $61.0K | 0.00% | −7−8.4% | Reduced |
| Wipfli Financial Advisors LLC, | 72 | $57.0K | 0.00% | +72 | New |
| Tilia Fiduciary Partners, Inc. | 67 | $55.0K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $51.0K | 0.05% | +46+255.6% | 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 |
| Ronald Blue Trust, Inc. | 66 | $43.0K | 0.00% | +22+50.0% | Added |
| Rockefeller Capital Management L.P. | 51 | $40.0K | 0.00% | −1−1.9% | Reduced |
| TCI Wealth Advisors, Inc. | 49 | $39.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 46 | $37.0K | 0.01% | +2+4.5% | Added |
| Washington Trust Advisors, Inc. | 39 | $31.0K | 0.00% | +35+875.0% | Added |
| Clearstead Advisors, LLC | 32 | $26.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Meeder Asset Management Inc | 25 | $20.0K | 0.00% | −4−13.8% | Reduced |
| Achmea Investment Management B.V. | 22 | $18.0K | 0.00% | +22 | New |
| 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 |
| First Horizon Advisors, Inc. | 16 | $13.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $12.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 13 | $10.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Rise Advisors, LLC | 9 | $7.00K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $7.00K | 0.00% | +9 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 1 | $797 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −78,904−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −30,346−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −5,695−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −2,905−100.0% | Sold out |
| Hawkeye Capital Management, LLC | 0 | $0 | 0.00% | −1,934−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Venator Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,395−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Tiaa, FSB | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |