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, 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 305 | $231.3K | 0.00% | −46−13.1% | Reduced |
| Marmo Financial Group, LLC | 307 | $232.8K | 0.22% | +307 | New |
| Forum Financial Management, LP | 320 | $242.7K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 327 | $248.0K | 0.01% | −7−2.1% | Reduced |
| Zeke Capital Advisors, LLC | 328 | $248.7K | 0.02% | −10−3.0% | Reduced |
| Equitable Trust Co | 328 | $248.7K | 0.02% | +61+22.8% | Added |
| MetLife Investment Management | 335 | $254.1K | 0.00% | −41−10.9% | Reduced |
| Commonwealth Equity Services, LLC | 339 | $257.0K | 0.00% | −49−12.6% | Reduced |
| Balentine LLC | 339 | $257.1K | 0.01% | −15−4.2% | Reduced |
| United Capital Financial Advisers, LLC | 346 | $262.4K | 0.00% | −96−21.7% | Reduced |
| Shell Asset Management Co | 347 | $263.0K | 0.01% | −80−18.7% | Reduced |
| Smith, Salley & Associates | 350 | $265.4K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 352 | $266.8K | 0.00% | +352 | New |
| Affinity Wealth Management LLC | 352 | $266.9K | 0.06% | −9−2.5% | Reduced |
| Bank of Nova Scotia | 361 | $273.8K | 0.00% | +77+27.1% | Added |
| Westhampton Capital, LLC | 370 | $280.6K | 0.19% | 00.0% | Unchanged |
| Alps Advisors Inc | 376 | $285.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 385 | $285.6K | 0.01% | +71+22.6% | Added |
| Cetera Investment Advisers | 377 | $285.9K | 0.00% | +377 | New |
| Raymond James Financial Services Advisors, Inc. | 382 | $289.6K | 0.00% | +98+34.5% | Added |
| First Manhattan Co | 384 | $291.2K | 0.00% | −30−7.2% | Reduced |
| CIBC Asset Management Inc | 386 | $292.7K | 0.00% | −229−37.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 390 | $295.8K | 0.10% | +390 | New |
| Kestra Advisory Services, LLC | 401 | $304.1K | 0.00% | +77+23.8% | Added |
| Bartlett & Co. LLC | 405 | $307.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 405 | $307.1K | 0.01% | 00.0% | Unchanged |
| American Trust | 420 | $318.5K | 0.03% | −50−10.6% | Reduced |
| Symmetry Partners, LLC | 420 | $319.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 421 | $319.3K | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 425 | $322.0K | 0.04% | +425 | New |
| Triangle Securities Wealth Management | 434 | $329.1K | 0.12% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 441 | $334.0K | 0.00% | −7−1.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 455 | $345.0K | 0.01% | +455 | New |
| Old North State Trust, LLC | 458 | $347.0K | 0.23% | −47−9.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 465 | $353.0K | 0.00% | +77+19.8% | Added |
| Pettinga Financial Advisors, LLC | 485 | $367.8K | 0.12% | 00.0% | Unchanged |
| Greenleaf Trust | 486 | $369.0K | 0.00% | −6−1.2% | Reduced |
| Parallel Advisors, LLC | 495 | $375.4K | 0.02% | +70+16.5% | Added |
| Krilogy Financial LLC | 503 | $381.5K | 0.04% | +33+7.0% | Added |
| Physicians Financial Services, Inc. | 520 | $394.0K | 0.18% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 520 | $394.3K | 0.51% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 524 | $397.4K | 0.10% | +524 | New |
| Mill Capital Management, LLC | 525 | $398.1K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Corp | 541 | $410.0K | 0.07% | −3−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 548 | $415.6K | 0.00% | +89+19.4% | Added |
| Exencial Wealth Advisors, LLC | 554 | $420.1K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 556 | $421.0K | 0.02% | +556 | New |
| Colonial Trust Co | 564 | $427.7K | 0.12% | +10+1.8% | Added |
| Mariner, LLC | 588 | $446.0K | 0.00% | −68−10.4% | Reduced |
| Creative Planning | 597 | $452.9K | 0.00% | +91+18.0% | Added |
| Caisse de Depot Et Placement du Quebec | 600 | $455.0K | 0.00% | −300−33.3% | Reduced |
| Holderness Investments Co | 606 | $459.6K | 0.20% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 606 | $459.6K | 0.00% | +318+110.4% | Added |
| US Bancorp | 618 | $468.7K | 0.00% | −203−24.7% | Reduced |
| Schroder Investment Management Group | 626 | $474.7K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 634 | $481.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 652 | $494.5K | 0.01% | +104+19.0% | Added |
| Tower Research Capital LLC (TRC) | 660 | $501.0K | 0.02% | −585−47.0% | Reduced |
| M&T Bank Corp | 684 | $518.8K | 0.00% | −37−5.1% | Reduced |
| Aviva PLC | 692 | $524.8K | 0.00% | +692 | New |
| Nordea Investment Management AB | 701 | $527.5K | 0.00% | −68−8.8% | Reduced |
| Burney Co | 708 | $536.7K | 0.03% | −635−47.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 709 | $537.7K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 713 | $540.7K | 0.00% | +713 | New |
| PEAK6 Investments LLC | 718 | $544.7K | 0.03% | +386+116.3% | Added |
| Raymond James Trust N.A. | 725 | $550.0K | 0.02% | +74+11.4% | Added |
| SYSTM Wealth Solutions LLC | 752 | $570.1K | 0.07% | +752 | New |
| Cetera Advisor Networks LLC | 783 | $593.9K | 0.00% | −117−13.0% | Reduced |
| Synovus Financial Corp | 784 | $594.6K | 0.01% | +1+0.1% | Added |
| Aigen Investment Management, LP | 801 | $607.4K | 0.09% | +801 | New |
| Cerity Partners LLC | 814 | $617.7K | 0.00% | +71+9.6% | Added |
| Two Sigma Securities, LLC | 817 | $619.6K | 0.09% | +448+121.4% | Added |
| 44 Wealth Management LLC | 829 | $628.7K | 0.22% | −36−4.2% | Reduced |
| Maryland State Retirement & Pension System | 863 | $654.5K | 0.02% | +863 | New |
| LPL Financial LLC | 876 | $664.1K | 0.00% | −11−1.2% | Reduced |
| TD Asset Management Inc | 883 | $669.6K | 0.00% | −31−3.4% | Reduced |
| Winton Group Ltd | 901 | $683.3K | 0.04% | +12+1.3% | Added |
| ProShare Advisors LLC | 908 | $688.6K | 0.00% | +22+2.5% | Added |
| Intech Investment Management LLC | 917 | $695.4K | 0.01% | +582+173.7% | Added |
| Westpac Banking Corp | 925 | $701.5K | 0.01% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 929 | $704.5K | 0.68% | 00.0% | Unchanged |
| Macquarie Group Ltd | 932 | $706.6K | 0.00% | +202+27.7% | Added |
| Neuberger Berman Group LLC | 949 | $719.8K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 963 | $730.0K | 0.01% | +9+0.9% | Added |
| APG Asset Management N.V. | 967 | $733.0K | 0.00% | +667+222.3% | Added |
| Snowden Capital Advisors LLC | 970 | $735.6K | 0.03% | −112−10.4% | Reduced |
| Virginia Retirement Systems Et Al | 971 | $736.4K | 0.01% | 00.0% | Unchanged |
| Mayport, LLC | 979 | $742.4K | 0.55% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 986 | $747.7K | 0.18% | +986 | New |
| Prudential PLC | 994 | $753.8K | 0.01% | +602+153.6% | Added |
| DekaBank Deutsche Girozentrale | 1,013 | $757.0K | 0.00% | +301+42.3% | Added |
| Oak Harbor Wealth Partners, LLC | 1,000 | $758.4K | 0.29% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 985 | $781.5K | 0.27% | −15−1.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,045 | $792.5K | 0.03% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 1,059 | $803.1K | 0.01% | −115−9.8% | Reduced |
| Comerica Bank | 977 | $805.0K | 0.01% | +125+14.7% | Added |
| Allstate Corp | 1,064 | $806.9K | 0.02% | 00.0% | Unchanged |
| Allstate Investment Management Co | 1,064 | $806.9K | 0.02% | +1,064 | New |
| CI Private Wealth, LLC | 1,088 | $825.0K | 0.00% | +1,088 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 1,105 | $837.8K | 0.06% | −179−13.9% | Reduced |