Skip to main content

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.

Other share classesFCNCBFCNCNFCNCOFCNCP

13F holders, Q4 2022

Institutional positions in First Citizens Bancshares Inc as of Dec 31, 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
395
+33 vs. Q3 2022
Shares held
9.07M
−649.6K (−6.7%) vs. Q3 2022
Total value
$6.88B
−$872.9M (−11.3%) vs. Q3 2022
New holders
73
110 more added
Sold out
40
127 more reduced

6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 395 institutions
Q1 2021: 213 institutionsQ2 2021: 218 institutionsQ3 2021: 215 institutionsQ4 2021: 242 institutionsQ1 2022: 354 institutionsQ2 2022: 343 institutionsQ3 2022: 368 institutionsQ4 2022: 395 institutionsQ1 2023: 411 institutionsQ2 2023: 472 institutionsQ3 2023: 498 institutionsQ4 2023: 547 institutionsQ1 2024: 556 institutionsQ2 2024: 575 institutionsQ3 2024: 590 institutionsQ4 2024: 617 institutionsQ1 2025: 611 institutionsQ2 2025: 604 institutionsQ3 2025: 622 institutionsQ4 2025: 652 institutionsQ1 2026: 603 institutionsQ2 2026: 626 institutions
Value heldQ4 2022: $6.88B
Q1 2021: $3.80BQ2 2021: $4.26BQ3 2021: $4.54BQ4 2021: $4.56BQ1 2022: $6.91BQ2 2022: $6.98BQ3 2022: $7.77BQ4 2022: $6.88BQ1 2023: $9.13BQ2 2023: $11.7BQ3 2023: $12.3BQ4 2023: $12.4BQ1 2024: $14.5BQ2 2024: $15.1BQ3 2024: $16.0BQ4 2024: $17.8BQ1 2025: $15.3BQ2 2025: $15.8BQ3 2025: $13.0BQ4 2025: $15.5BQ1 2026: $13.2BQ2 2026: $13.8B
Institutions holding FCNCA and their total value by quarter
QuarterHoldersValue
Q2 2026626$13.8B
Q1 2026603$13.2B
Q4 2025652$15.5B
Q3 2025622$13.0B
Q2 2025604$15.8B
Q1 2025611$15.3B
Q4 2024617$17.8B
Q3 2024590$16.0B
Q2 2024575$15.1B
Q1 2024556$14.5B
Q4 2023547$12.4B
Q3 2023498$12.3B
Q2 2023472$11.7B
Q1 2023411$9.13B
Q4 2022395$6.88B
Q3 2022368$7.77B
Q2 2022343$6.98B
Q1 2022354$6.91B
Q4 2021242$4.56B
Q3 2021215$4.54B
Q2 2021218$4.26B
Q1 2021213$3.80B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q3 2022.

Institutions holding FCNCA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.758$2130.00%+758New
Tfo-TDC, LLC11$4140.00%+11New
Whittier Trust Co1$7580.00%00.0%Unchanged
BDO Wealth Advisors, LLC1$7580.00%00.0%Unchanged
Raffa Wealth Management, LLC1$7580.00%00.0%Unchanged
Ellevest, Inc.1$7580.00%+1New
Hexagon Capital Partners LLC1$7580.00%+1New
Beaird Harris Wealth Management, LLC1$7580.00%+1New
Glass Jacobson Investment Advisors llc1$7580.00%+1New
Tyler-Stone Wealth Management1$1.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP1$1.00K0.00%+1New
Disciplined Investments, LLC2$1.52K0.00%−2−50.0%Reduced
Lee Financial Co2$1.52K0.00%00.0%Unchanged
Glassman Wealth Services3$2.27K0.00%−1−25.0%Reduced
Washington Trust Co3$2.27K0.00%00.0%Unchanged
Sittner & Nelson, LLC3$2.27K0.00%00.0%Unchanged
SJS Investment Consulting Inc.3$2.27K0.00%+2+200.0%Added
Baker Avenue Asset Management, LP3$2.27K0.00%+3New
Fiduciary Alliance LLC3$2.27K0.00%+3New
RFP Financial Group LLC3$2.27K0.00%+3New
Capital Advisors, Ltd. LLC4$3.00K0.00%−1−20.0%Reduced
Umb Bank N A4$3.00K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota4$3.00K0.01%00.0%Unchanged
Steward Financial Group LLC4$3.00K0.00%+4New
Washington Trust Advisors, Inc.4$3.03K0.00%−35−89.7%Reduced
Geneos Wealth Management Inc.4$3.03K0.00%00.0%Unchanged
JJJ Advisors Inc.4$3.28K0.00%00.0%Unchanged
Earnest Partners LLC5$3.79K0.00%00.0%Unchanged
CVA Family Office, LLC5$3.79K0.00%00.0%Unchanged
Bell Investment Advisors, Inc5$3.79K0.00%+1+25.0%Added
Private Trust Co NA5$4.00K0.00%00.0%Unchanged
Sageworth Trust Co5$4.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC6$4.55K0.00%00.0%Unchanged
Dark Forest Capital Management LP6$4.55K0.00%+6New
EWG Elevate Inc.6$4.56K0.00%+6New
Pinnacle Bancorp, Inc.6$5.00K0.00%00.0%Unchanged
Schubert & Co7$5.31K0.00%+1+16.7%Added
Parkside Financial Bank & Trust8$6.07K0.00%00.0%Unchanged
Money Concepts Capital Corp8$6.07K0.00%+6+300.0%Added
JFS Wealth Advisors, LLC9$6.83K0.00%−2−18.2%Reduced
Oliver Lagore Vanvalin Investment Group9$6.83K0.00%00.0%Unchanged
Rise Advisors, LLC9$6.92K0.01%00.0%Unchanged
Proequities, Inc.10$7.58K0.00%−1−9.1%Reduced
Lindbrook Capital, LLC10$7.58K0.00%−7−41.2%Reduced
Allworth Financial LP10$7.58K0.00%00.0%Unchanged
Global Retirement Partners, LLC10$7.58K0.00%+3+42.9%Added
Caldwell Sutter Capital, Inc.10$7.58K0.01%+10New
Versant Capital Management, Inc11$8.34K0.00%00.0%Unchanged
PFS Partners, LLC13$9.89K0.01%00.0%Unchanged
Riverpoint Wealth Management Holdings, LLC14$10.9K0.00%+14New
BerganKDV Wealth Management, LLC15$11.4K0.00%00.0%Unchanged
Smithfield Trust Co16$12.0K0.00%+16New
First Horizon Advisors, Inc.16$12.1K0.00%00.0%Unchanged
Fifth Third Bancorp19$14.4K0.00%−43−69.4%Reduced
Achmea Investment Management B.V.22$16.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC22$16.7K0.01%+22New
Belpointe Asset Management LLC23$17.4K0.00%+23New
CoreCap Advisors, LLC23$17.4K0.00%+23New
Bessemer Group Inc25$19.0K0.00%−53−67.9%Reduced
Whittier Trust Co of Nevada Inc30$22.8K0.00%00.0%Unchanged
Riverview Trust Co30$23.0K0.02%00.0%Unchanged
Clearstead Advisors, LLC32$24.3K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC32$24.3K0.00%+32New
Resurgent Financial Advisors LLC46$34.9K0.02%+46New
Tobam46$35.0K0.00%+46New
TCI Wealth Advisors, Inc.49$37.2K0.01%00.0%Unchanged
Fred Alger Management, LLC52$39.4K0.00%+52New
Benjamin Edwards Inc53$40.0K0.01%+53New
Ronald Blue Trust, Inc.52$41.0K0.00%−14−21.2%Reduced
3Chopt Investment Partners, LLC55$41.7K0.02%+55New
National Bank of Canada59$44.7K0.00%−3−4.8%Reduced
Kapitalo Investimentos Ltda60$45.5K0.04%+60New
Tilia Fiduciary Partners, Inc.67$50.8K0.05%00.0%Unchanged
C M Bidwell & Associates Ltd81$61.4K0.05%+81New
Ci Investments Inc.82$62.0K0.00%+6+7.9%Added
Advisory Services Network, LLC84$63.7K0.00%+84New
Ossiam88$66.7K0.00%00.0%Unchanged
CWM, LLC92$70.0K0.00%−1−1.1%Reduced
Covestor Ltd92$70.0K0.06%+28+43.8%Added
Steward Partners Investment Advisory, LLC96$72.9K0.00%00.0%Unchanged
Quadrant Capital Group LLC102$77.4K0.01%−2−1.9%Reduced
IFP Advisors, Inc178$81.0K0.00%−62−25.8%Reduced
Rockefeller Capital Management L.P.125$94.0K0.00%+74+145.1%Added
EverSource Wealth Advisors, LLC127$96.3K0.01%−1−0.8%Reduced
American International Group, Inc.127$96.3K0.00%−16−11.2%Reduced
State of Wyoming131$99.3K0.03%+13+11.0%Added
Fortis Advisors, LLC150$113.8K0.09%00.0%Unchanged
Colonial Trust Advisors200$151.7K0.02%00.0%Unchanged
Compagnie Lombard Odier SCmA230$175.0K0.00%+35+17.9%Added
Quent Capital, LLC236$179.0K0.03%+15+6.8%Added
Signaturefd, LLC245$185.8K0.01%−2−0.8%Reduced
First Bank & Trust272$206.0K0.06%+9+3.4%Added
Waterfront Wealth Inc.272$209.5K0.07%00.0%Unchanged
Jackson Creek Investment Advisors LLC278$211.0K0.09%+278New
Tandem Capital Management Corp280$212.3K0.17%+280New
Vestcor Inc285$216.0K0.01%+2+0.7%Added
SeaCrest Wealth Management, LLC291$220.7K0.03%00.0%Unchanged
Kula Investments, LLC299$226.8K0.08%+299New
D.A. Davidson & Co.300$227.5K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.301$228.0K0.00%+2+0.7%Added