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, Q1 2023
Institutional positions in First Citizens Bancshares Inc as of Mar 31, 2023. 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
- 411
- +25 vs. Q4 2022
- Shares held
- 9.51M
- +446.3K (+4.9%) vs. Q4 2022
- Total value
- $9.13B
- +$2.26B (+32.8%) vs. Q4 2022
- New holders
- 101
- 100 more added
- Sold out
- 76
- 149 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 1 | $973 | 0.00% | −87,102−100.0% | Reduced |
| Whittier Trust Co | 1 | $973 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $973 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1 | $973 | 0.00% | +1 | New |
| BDO Wealth Advisors, LLC | 1 | $974 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| Avion Wealth | 2 | $1.00K | 0.00% | +2 | New |
| Ameritas Advisory Services, LLC | 1 | $1.02K | 0.00% | +1 | New |
| Washington Trust Co | 2 | $1.95K | 0.00% | −1−33.3% | Reduced |
| Disciplined Investments, LLC | 2 | $1.95K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2 | $1.95K | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $1.95K | 0.00% | −1−33.3% | Reduced |
| Baker Avenue Asset Management, LP | 3 | $2.92K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $2.92K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $2.92K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3 | $2.92K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3 | $2.92K | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 3 | $2.92K | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 3 | $2.92K | 0.00% | −2−40.0% | Reduced |
| HM Payson & Co | 3 | $2.92K | 0.00% | +3 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3 | $3.00K | 0.00% | +3 | New |
| Umb Bank N A | 4 | $3.89K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 4 | $3.89K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4 | $3.89K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $3.91K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 5 | $4.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $4.87K | 0.00% | −4−44.4% | Reduced |
| Private Trust Co NA | 5 | $4.87K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 5 | $4.87K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5 | $4.87K | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 5 | $5.00K | 0.00% | −5−50.0% | Reduced |
| Pinnacle Bancorp, Inc. | 6 | $5.84K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6 | $5.84K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $5.84K | 0.00% | +2+50.0% | Added |
| Ellevest, Inc. | 7 | $6.81K | 0.00% | +6+600.0% | Added |
| Cullen/Frost Bankers, Inc. | 7 | $6.81K | 0.00% | +7 | New |
| Belpointe Asset Management LLC | 8 | $7.79K | 0.00% | −15−65.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 9 | $8.76K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $8.89K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $9.73K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $9.73K | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 10 | $9.73K | 0.00% | +2+25.0% | Added |
| Loomis Sayles & Co L P | 10 | $10.0K | 0.00% | +10 | New |
| Versant Capital Management, Inc | 11 | $10.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 11 | $10.7K | 0.00% | +10+1,000.0% | Added |
| Allworth Financial LP | 11 | $10.7K | 0.00% | +1+10.0% | Added |
| Lindbrook Capital, LLC | 12 | $11.7K | 0.00% | +2+20.0% | Added |
| Venturi Wealth Management, LLC | 12 | $11.7K | 0.00% | +12 | New |
| WealthPLAN Partners, LLC | 12 | $11.7K | 0.00% | +12 | New |
| PFS Partners, LLC | 13 | $12.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 16 | $15.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19 | $18.5K | 0.01% | −3−13.6% | Reduced |
| Grove Bank & Trust | 20 | $19.5K | 0.00% | +20 | New |
| Proequities, Inc. | 21 | $20.4K | 0.00% | +11+110.0% | Added |
| Achmea Investment Management B.V. | 22 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 24 | $23.4K | 0.00% | −8−25.0% | Reduced |
| Riverview Trust Co | 30 | $29.2K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $29.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 32 | $31.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 40 | $38.9K | 0.00% | +21+110.5% | Added |
| Lazard Asset Management LLC | 48 | $46.0K | 0.00% | +48 | New |
| Simplex Trading, LLC | 49 | $47.0K | 0.00% | −507−91.2% | Reduced |
| Ronald Blue Trust, Inc. | 64 | $49.0K | 0.00% | +12+23.1% | Added |
| Fred Alger Management, LLC | 52 | $50.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 54 | $52.5K | 0.00% | +54 | New |
| National Bank of Canada | 58 | $56.4K | 0.00% | −1−1.7% | Reduced |
| DuPont Capital Management Corp | 63 | $61.3K | 0.00% | +63 | New |
| Parallel Advisors, LLC | 63 | $61.3K | 0.00% | −432−87.3% | Reduced |
| Headlands Technologies LLC | 64 | $62.3K | 0.04% | +64 | New |
| TCI Wealth Advisors, Inc. | 64 | $62.3K | 0.01% | +15+30.6% | Added |
| Bessemer Group Inc | 67 | $65.0K | 0.00% | +42+168.0% | Added |
| Tilia Fiduciary Partners, Inc. | 67 | $65.2K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 68 | $66.2K | 0.00% | −16−19.0% | Reduced |
| IFP Advisors, Inc | 171 | $75.9K | 0.00% | −7−3.9% | Reduced |
| Ci Investments Inc. | 83 | $81.0K | 0.00% | +1+1.2% | Added |
| State of Wyoming | 90 | $87.6K | 0.03% | −41−31.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 96 | $93.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 100 | $97.0K | 0.00% | +8+8.7% | Added |
| Strategic Investment Solutions, Inc. | 111 | $108.0K | 0.02% | +111 | New |
| Salem Investment Counselors Inc | 115 | $111.9K | 0.00% | −2,348−95.3% | Reduced |
| EverSource Wealth Advisors, LLC | 116 | $112.9K | 0.01% | −11−8.7% | Reduced |
| American International Group, Inc. | 123 | $119.7K | 0.00% | −4−3.1% | Reduced |
| Covestor Ltd | 135 | $132.0K | 0.11% | +43+46.7% | Added |
| Benjamin Edwards Inc | 136 | $132.0K | 0.03% | +83+156.6% | Added |
| Ossiam | 136 | $132.3K | 0.00% | +48+54.5% | Added |
| Quadrant Capital Group LLC | 144 | $140.1K | 0.01% | +42+41.2% | Added |
| Fortis Advisors, LLC | 150 | $146.0K | 0.10% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 187 | $182.0K | 0.06% | +127+211.7% | Added |
| Compagnie Lombard Odier SCmA | 195 | $189.8K | 0.00% | −35−15.2% | Reduced |
| Cubist Systematic Strategies, LLC | 200 | $194.6K | 0.00% | −2,704−93.1% | Reduced |
| Colonial Trust Advisors | 200 | $194.6K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 210 | $204.4K | 0.00% | +210 | New |
| Transcend Wealth Collective, LLC | 212 | $206.3K | 0.02% | +212 | New |
| HighTower Advisors, LLC | 213 | $209.0K | 0.00% | +213 | New |
| B. Metzler seel. Sohn & Co. AG | 215 | $209.2K | 0.00% | +215 | New |
| Signaturefd, LLC | 216 | $210.2K | 0.01% | −29−11.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 225 | $218.9K | 0.02% | +225 | New |
| Eudaimonia Partners, LLC | 237 | $230.6K | 0.06% | +237 | New |
| Quent Capital, LLC | 238 | $231.7K | 0.04% | +2+0.8% | Added |
| Kestra Advisory Services, LLC | 238 | $231.9K | 0.00% | −163−40.6% | Reduced |