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 |
|---|---|---|---|---|---|
| Tandem Capital Management Corp | 280 | $212.3K | 0.17% | +280 | New |
| Jackson Creek Investment Advisors LLC | 278 | $211.0K | 0.09% | +278 | New |
| Waterfront Wealth Inc. | 272 | $209.5K | 0.07% | 00.0% | Unchanged |
| First Bank & Trust | 272 | $206.0K | 0.06% | +9+3.4% | Added |
| Signaturefd, LLC | 245 | $185.8K | 0.01% | −2−0.8% | Reduced |
| Quent Capital, LLC | 236 | $179.0K | 0.03% | +15+6.8% | Added |
| Compagnie Lombard Odier SCmA | 230 | $175.0K | 0.00% | +35+17.9% | Added |
| Colonial Trust Advisors | 200 | $151.7K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 150 | $113.8K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 131 | $99.3K | 0.03% | +13+11.0% | Added |
| American International Group, Inc. | 127 | $96.3K | 0.00% | −16−11.2% | Reduced |
| EverSource Wealth Advisors, LLC | 127 | $96.3K | 0.01% | −1−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 125 | $94.0K | 0.00% | +74+145.1% | Added |
| IFP Advisors, Inc | 178 | $81.0K | 0.00% | −62−25.8% | Reduced |
| Quadrant Capital Group LLC | 102 | $77.4K | 0.01% | −2−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 96 | $72.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 92 | $70.0K | 0.00% | −1−1.1% | Reduced |
| Covestor Ltd | 92 | $70.0K | 0.06% | +28+43.8% | Added |
| Ossiam | 88 | $66.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 84 | $63.7K | 0.00% | +84 | New |
| Ci Investments Inc. | 82 | $62.0K | 0.00% | +6+7.9% | Added |
| C M Bidwell & Associates Ltd | 81 | $61.4K | 0.05% | +81 | New |
| Tilia Fiduciary Partners, Inc. | 67 | $50.8K | 0.05% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 60 | $45.5K | 0.04% | +60 | New |
| National Bank of Canada | 59 | $44.7K | 0.00% | −3−4.8% | Reduced |
| 3Chopt Investment Partners, LLC | 55 | $41.7K | 0.02% | +55 | New |
| Ronald Blue Trust, Inc. | 52 | $41.0K | 0.00% | −14−21.2% | Reduced |
| Benjamin Edwards Inc | 53 | $40.0K | 0.01% | +53 | New |
| Fred Alger Management, LLC | 52 | $39.4K | 0.00% | +52 | New |
| TCI Wealth Advisors, Inc. | 49 | $37.2K | 0.01% | 00.0% | Unchanged |
| Tobam | 46 | $35.0K | 0.00% | +46 | New |
| Resurgent Financial Advisors LLC | 46 | $34.9K | 0.02% | +46 | New |
| Clearstead Advisors, LLC | 32 | $24.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 32 | $24.3K | 0.00% | +32 | New |
| Riverview Trust Co | 30 | $23.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $22.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 25 | $19.0K | 0.00% | −53−67.9% | Reduced |
| Belpointe Asset Management LLC | 23 | $17.4K | 0.00% | +23 | New |
| CoreCap Advisors, LLC | 23 | $17.4K | 0.00% | +23 | New |
| Farther Finance Advisors, LLC | 22 | $16.7K | 0.01% | +22 | New |
| Achmea Investment Management B.V. | 22 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 19 | $14.4K | 0.00% | −43−69.4% | Reduced |
| First Horizon Advisors, Inc. | 16 | $12.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 16 | $12.0K | 0.00% | +16 | New |
| BerganKDV Wealth Management, LLC | 15 | $11.4K | 0.00% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 14 | $10.9K | 0.00% | +14 | New |
| PFS Partners, LLC | 13 | $9.89K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $8.34K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $7.58K | 0.00% | −7−41.2% | Reduced |
| Allworth Financial LP | 10 | $7.58K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $7.58K | 0.00% | +3+42.9% | Added |
| Caldwell Sutter Capital, Inc. | 10 | $7.58K | 0.01% | +10 | New |
| Proequities, Inc. | 10 | $7.58K | 0.00% | −1−9.1% | Reduced |
| Rise Advisors, LLC | 9 | $6.92K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $6.83K | 0.00% | −2−18.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 9 | $6.83K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $6.07K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8 | $6.07K | 0.00% | +6+300.0% | Added |
| Schubert & Co | 7 | $5.31K | 0.00% | +1+16.7% | Added |
| Pinnacle Bancorp, Inc. | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 6 | $4.56K | 0.00% | +6 | New |
| Harbor Investment Advisory, LLC | 6 | $4.55K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6 | $4.55K | 0.00% | +6 | New |
| Private Trust Co NA | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 5 | $3.79K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $3.79K | 0.00% | +1+25.0% | Added |
| JJJ Advisors Inc. | 4 | $3.28K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4 | $3.03K | 0.00% | −35−89.7% | Reduced |
| Geneos Wealth Management Inc. | 4 | $3.03K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $3.00K | 0.00% | −1−20.0% | Reduced |
| Umb Bank N A | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 4 | $3.00K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 4 | $3.00K | 0.00% | +4 | New |
| Glassman Wealth Services | 3 | $2.27K | 0.00% | −1−25.0% | Reduced |
| Washington Trust Co | 3 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $2.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $2.27K | 0.00% | +2+200.0% | Added |
| Baker Avenue Asset Management, LP | 3 | $2.27K | 0.00% | +3 | New |
| Fiduciary Alliance LLC | 3 | $2.27K | 0.00% | +3 | New |
| RFP Financial Group LLC | 3 | $2.27K | 0.00% | +3 | New |
| Disciplined Investments, LLC | 2 | $1.52K | 0.00% | −2−50.0% | Reduced |
| Lee Financial Co | 2 | $1.52K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1 | $1.00K | 0.00% | +1 | New |
| Whittier Trust Co | 1 | $758 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1 | $758 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $758 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1 | $758 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 1 | $758 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $758 | 0.00% | +1 | New |
| Glass Jacobson Investment Advisors llc | 1 | $758 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 11 | $414 | 0.00% | +11 | New |
| Sofos Investments, Inc. | 758 | $213 | 0.00% | +758 | New |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −23,617−100.0% | Sold out |
| Price Jennifer C. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −7,438−100.0% | Sold out |
| Hahn Capital Management LLC | 0 | $0 | 0.00% | −6,553−100.0% | Sold out |