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 |
|---|---|---|---|---|---|
| First Bank & Trust | 240 | $233.5K | 0.06% | −32−11.8% | Reduced |
| Venator Management LLC | 250 | $243.0K | 0.10% | +250 | New |
| Neuberger Berman Group LLC | 250 | $243.5K | 0.00% | −699−73.7% | Reduced |
| Equitable Trust Co | 253 | $246.2K | 0.02% | −75−22.9% | Reduced |
| JT Stratford LLC | 254 | $247.2K | 0.07% | +254 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 261 | $254.0K | 0.00% | +261 | New |
| Greenwich Wealth Management LLC | 266 | $259.0K | 0.03% | +266 | New |
| Alterna Wealth Management, Inc | 270 | $262.7K | 0.33% | +270 | New |
| APG Asset Management N.V. | 300 | $268.7K | 0.00% | −667−69.0% | Reduced |
| Vinva Investment Management Ltd | 290 | $270.8K | 0.02% | +290 | New |
| Old North State Trust, LLC | 278 | $271.0K | 0.19% | −180−39.3% | Reduced |
| Squarepoint Ops LLC | 279 | $271.5K | 0.00% | −5,948−95.5% | Reduced |
| Vestcor Inc | 285 | $277.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 285 | $277.3K | 0.00% | −101−26.2% | Reduced |
| Oppenheimer Asset Management Inc. | 288 | $280.3K | 0.00% | −17−5.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 297 | $289.0K | 0.00% | −2,903−90.7% | Reduced |
| D.A. Davidson & Co. | 300 | $291.9K | 0.00% | 00.0% | Unchanged |
| MBL Wealth, LLC | 300 | $291.9K | 0.05% | +300 | New |
| Cambridge Investment Research Advisors, Inc. | 304 | $296.0K | 0.00% | +3+1.0% | Added |
| Marmo Financial Group, LLC | 307 | $298.7K | 0.28% | 00.0% | Unchanged |
| Colonial Trust Co | 309 | $300.7K | 0.08% | −255−45.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 315 | $306.5K | 0.01% | −12−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 318 | $310.0K | 0.00% | −21−6.2% | Reduced |
| Franklin Resources Inc | 319 | $310.4K | 0.00% | +319 | New |
| Forum Financial Management, LP | 320 | $311.4K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 324 | $315.3K | 0.02% | −577−64.0% | Reduced |
| Bank of Nova Scotia | 328 | $319.2K | 0.00% | −33−9.1% | Reduced |
| Profund Advisors LLC | 334 | $325.0K | 0.02% | +334 | New |
| MetLife Investment Management | 337 | $327.9K | 0.00% | +2+0.6% | Added |
| Shell Asset Management Co | 346 | $337.0K | 0.01% | −1−0.3% | Reduced |
| Smith, Salley & Associates | 350 | $340.6K | 0.03% | 00.0% | Unchanged |
| American Trust | 353 | $343.5K | 0.02% | −67−16.0% | Reduced |
| D. E. Shaw & Co., Inc. | 359 | $349.3K | 0.00% | +359 | New |
| Toroso Investments, LLC | 361 | $351.0K | 0.01% | +361 | New |
| Cetera Investment Advisers | 380 | $369.8K | 0.00% | +3+0.8% | Added |
| Pathstone Family Office, LLC | 386 | $374.3K | 0.01% | +386 | New |
| Mizuho Markets Cayman LP | 388 | $377.6K | 0.02% | +388 | New |
| Mizuho Markets Americas LLC | 388 | $377.6K | 0.02% | +388 | New |
| Investors Research Corp | 403 | $392.2K | 0.10% | −18−4.3% | Reduced |
| Bartlett & Co. LLC | 405 | $394.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 405 | $394.1K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 405 | $394.3K | 0.03% | −2,668−86.8% | Reduced |
| Mercer Global Advisors Inc | 430 | $402.0K | 0.00% | −11−2.5% | Reduced |
| Private Capital Advisors, Inc. | 419 | $408.0K | 0.08% | +419 | New |
| Symmetry Partners, LLC | 420 | $409.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 427 | $415.6K | 0.00% | −170−28.5% | Reduced |
| Triangle Securities Wealth Management | 434 | $422.3K | 0.15% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 435 | $423.2K | 0.07% | −317−42.2% | Reduced |
| Seldon Capital LP | 438 | $426.2K | 0.43% | +438 | New |
| Royal London Asset Management Ltd | 447 | $435.0K | 0.00% | +447 | New |
| Exencial Wealth Advisors, LLC | 451 | $438.9K | 0.02% | −103−18.6% | Reduced |
| Canandaigua National Bank & Trust Co | 455 | $443.0K | 0.07% | +455 | New |
| Ancora Advisors, LLC | 458 | $445.7K | 0.01% | +458 | New |
| Inceptionr LLC | 466 | $453.5K | 0.15% | +466 | New |
| Tandem Capital Management Corp | 470 | $457.4K | 0.32% | +190+67.9% | Added |
| Connable Office Inc | 472 | $459.3K | 0.07% | +472 | New |
| Greenleaf Trust | 476 | $463.2K | 0.01% | −10−2.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 480 | $467.1K | 0.05% | −800−62.5% | Reduced |
| Krilogy Financial LLC | 481 | $468.1K | 0.04% | −22−4.4% | Reduced |
| Pettinga Financial Advisors, LLC | 485 | $472.0K | 0.15% | 00.0% | Unchanged |
| Timelo Investment Management Inc. | 500 | $486.6K | 0.60% | +500 | New |
| Mariner, LLC | 505 | $490.0K | 0.00% | −83−14.1% | Reduced |
| Emerald Advisers, LLC | 504 | $490.4K | 0.02% | +504 | New |
| Community Capital Management, Inc. | 520 | $506.0K | 0.67% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 525 | $510.9K | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 539 | $524.7K | 0.00% | +157+41.1% | Added |
| JustInvest LLC | 545 | $530.3K | 0.02% | −857−61.1% | Reduced |
| Physicians Financial Services, Inc. | 550 | $535.0K | 0.23% | +30+5.8% | Added |
| Ethic Inc. | 574 | $558.6K | 0.02% | +574 | New |
| Gotham Asset Management, LLC | 575 | $559.5K | 0.01% | −982−63.1% | Reduced |
| GWM Advisors LLC | 577 | $561.7K | 0.01% | +192+49.9% | Added |
| Snowden Capital Advisors LLC | 601 | $584.8K | 0.02% | −369−38.0% | Reduced |
| Holderness Investments Co | 606 | $589.7K | 0.24% | 00.0% | Unchanged |
| Tradewinds, LLC. | 607 | $590.3K | 0.36% | +607 | New |
| US Bancorp | 613 | $596.5K | 0.00% | −5−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 625 | $608.2K | 0.02% | +625 | New |
| Burney Co | 627 | $609.9K | 0.03% | −81−11.4% | Reduced |
| Whitener Capital Management, Inc. | 628 | $611.1K | 0.26% | +628 | New |
| Daiwa Securities Group Inc. | 634 | $617.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 647 | $629.6K | 0.01% | −5−0.8% | Reduced |
| M&T Bank Corp | 663 | $645.3K | 0.00% | −21−3.1% | Reduced |
| Cetera Advisor Networks LLC | 684 | $665.1K | 0.00% | −99−12.6% | Reduced |
| PMC FIG Opportunities LLC | 700 | $681.2K | 4.34% | +700 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 709 | $689.9K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 713 | $693.8K | 0.00% | 00.0% | Unchanged |
| Nordea Investment Management AB | 749 | $696.9K | 0.00% | +48+6.8% | Added |
| Raymond James Trust N.A. | 720 | $700.0K | 0.02% | −5−0.7% | Reduced |
| New York State Teachers Retirement System | 768 | $747.0K | 0.00% | +768 | New |
| Cerity Partners LLC | 751 | $748.3K | 0.00% | −63−7.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 782 | $761.0K | 0.04% | +782 | New |
| Synovus Financial Corp | 783 | $761.9K | 0.01% | −1−0.1% | Reduced |
| Springhouse Capital Management, LP | 800 | $778.5K | 1.16% | +800 | New |
| TD Asset Management Inc | 823 | $800.9K | 0.00% | −60−6.8% | Reduced |
| SEI Investments Co | 836 | $813.4K | 0.00% | −643−43.5% | Reduced |
| Engrave Wealth Partners LLC | 824 | $815.8K | 0.28% | −161−16.3% | Reduced |
| LPL Financial LLC | 846 | $823.0K | 0.00% | −30−3.4% | Reduced |
| 44 Wealth Management LLC | 860 | $836.9K | 0.28% | +31+3.7% | Added |
| Maryland State Retirement & Pension System | 863 | $839.8K | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 867 | $843.7K | 0.01% | −50−5.5% | Reduced |
| Centiva Capital, LP | 900 | $875.8K | 0.05% | −538−37.4% | Reduced |