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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 1,055 | $1.03M | 0.00% | −140−11.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,045 | $1.02M | 0.04% | 00.0% | Unchanged |
| Arbiter Partners Capital Management LLC | 1,000 | $973.1K | 1.24% | −722−41.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,000 | $973.1K | 0.35% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 963 | $937.1K | 0.01% | −96−9.1% | Reduced |
| Prudential PLC | 963 | $937.1K | 0.01% | −31−3.1% | Reduced |
| Mayport, LLC | 931 | $906.0K | 0.57% | −48−4.9% | Reduced |
| Macquarie Group Ltd | 930 | $904.9K | 0.00% | −2−0.2% | Reduced |
| Westpac Banking Corp | 925 | $900.1K | 0.01% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 895 | $894.2K | 0.76% | −34−3.7% | Reduced |
| Ostrum Asset Management | 901 | $876.8K | 0.08% | +901 | New |
| Centiva Capital, LP | 900 | $875.8K | 0.05% | −538−37.4% | Reduced |
| Intech Investment Management LLC | 867 | $843.7K | 0.01% | −50−5.5% | Reduced |
| Maryland State Retirement & Pension System | 863 | $839.8K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 860 | $836.9K | 0.28% | +31+3.7% | Added |
| LPL Financial LLC | 846 | $823.0K | 0.00% | −30−3.4% | Reduced |
| Engrave Wealth Partners LLC | 824 | $815.8K | 0.28% | −161−16.3% | Reduced |
| SEI Investments Co | 836 | $813.4K | 0.00% | −643−43.5% | Reduced |
| TD Asset Management Inc | 823 | $800.9K | 0.00% | −60−6.8% | Reduced |
| Springhouse Capital Management, LP | 800 | $778.5K | 1.16% | +800 | New |
| Synovus Financial Corp | 783 | $761.9K | 0.01% | −1−0.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 782 | $761.0K | 0.04% | +782 | New |
| Cerity Partners LLC | 751 | $748.3K | 0.00% | −63−7.7% | Reduced |
| New York State Teachers Retirement System | 768 | $747.0K | 0.00% | +768 | New |
| Raymond James Trust N.A. | 720 | $700.0K | 0.02% | −5−0.7% | Reduced |
| Nordea Investment Management AB | 749 | $696.9K | 0.00% | +48+6.8% | Added |
| Panagora Asset Management Inc | 713 | $693.8K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 709 | $689.9K | 0.01% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 700 | $681.2K | 4.34% | +700 | New |
| Cetera Advisor Networks LLC | 684 | $665.1K | 0.00% | −99−12.6% | Reduced |
| M&T Bank Corp | 663 | $645.3K | 0.00% | −21−3.1% | Reduced |
| Xponance, Inc. | 647 | $629.6K | 0.01% | −5−0.8% | Reduced |
| Daiwa Securities Group Inc. | 634 | $617.0K | 0.00% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 628 | $611.1K | 0.26% | +628 | New |
| Burney Co | 627 | $609.9K | 0.03% | −81−11.4% | Reduced |
| Kestra Private Wealth Services, LLC | 625 | $608.2K | 0.02% | +625 | New |
| US Bancorp | 613 | $596.5K | 0.00% | −5−0.8% | Reduced |
| Tradewinds, LLC. | 607 | $590.3K | 0.36% | +607 | New |
| Holderness Investments Co | 606 | $589.7K | 0.24% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 601 | $584.8K | 0.02% | −369−38.0% | Reduced |
| GWM Advisors LLC | 577 | $561.7K | 0.01% | +192+49.9% | Added |
| Gotham Asset Management, LLC | 575 | $559.5K | 0.01% | −982−63.1% | Reduced |
| Ethic Inc. | 574 | $558.6K | 0.02% | +574 | New |
| Physicians Financial Services, Inc. | 550 | $535.0K | 0.23% | +30+5.8% | Added |
| JustInvest LLC | 545 | $530.3K | 0.02% | −857−61.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 539 | $524.7K | 0.00% | +157+41.1% | Added |
| Mill Capital Management, LLC | 525 | $510.9K | 0.05% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 520 | $506.0K | 0.67% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 504 | $490.4K | 0.02% | +504 | New |
| Mariner, LLC | 505 | $490.0K | 0.00% | −83−14.1% | Reduced |
| Timelo Investment Management Inc. | 500 | $486.6K | 0.60% | +500 | New |
| Pettinga Financial Advisors, LLC | 485 | $472.0K | 0.15% | 00.0% | Unchanged |
| Krilogy Financial LLC | 481 | $468.1K | 0.04% | −22−4.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 480 | $467.1K | 0.05% | −800−62.5% | Reduced |
| Greenleaf Trust | 476 | $463.2K | 0.01% | −10−2.1% | Reduced |
| Connable Office Inc | 472 | $459.3K | 0.07% | +472 | New |
| Tandem Capital Management Corp | 470 | $457.4K | 0.32% | +190+67.9% | Added |
| Inceptionr LLC | 466 | $453.5K | 0.15% | +466 | New |
| Ancora Advisors, LLC | 458 | $445.7K | 0.01% | +458 | New |
| Canandaigua National Bank & Trust Co | 455 | $443.0K | 0.07% | +455 | New |
| Exencial Wealth Advisors, LLC | 451 | $438.9K | 0.02% | −103−18.6% | Reduced |
| Royal London Asset Management Ltd | 447 | $435.0K | 0.00% | +447 | New |
| Seldon Capital LP | 438 | $426.2K | 0.43% | +438 | New |
| SYSTM Wealth Solutions LLC | 435 | $423.2K | 0.07% | −317−42.2% | Reduced |
| Triangle Securities Wealth Management | 434 | $422.3K | 0.15% | 00.0% | Unchanged |
| Creative Planning | 427 | $415.6K | 0.00% | −170−28.5% | Reduced |
| Symmetry Partners, LLC | 420 | $409.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 419 | $408.0K | 0.08% | +419 | New |
| Mercer Global Advisors Inc | 430 | $402.0K | 0.00% | −11−2.5% | Reduced |
| Level Four Advisory Services, LLC | 405 | $394.3K | 0.03% | −2,668−86.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 405 | $394.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 405 | $394.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 403 | $392.2K | 0.10% | −18−4.3% | Reduced |
| Mizuho Markets Cayman LP | 388 | $377.6K | 0.02% | +388 | New |
| Mizuho Markets Americas LLC | 388 | $377.6K | 0.02% | +388 | New |
| Pathstone Family Office, LLC | 386 | $374.3K | 0.01% | +386 | New |
| Cetera Investment Advisers | 380 | $369.8K | 0.00% | +3+0.8% | Added |
| Toroso Investments, LLC | 361 | $351.0K | 0.01% | +361 | New |
| D. E. Shaw & Co., Inc. | 359 | $349.3K | 0.00% | +359 | New |
| American Trust | 353 | $343.5K | 0.02% | −67−16.0% | Reduced |
| Smith, Salley & Associates | 350 | $340.6K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 346 | $337.0K | 0.01% | −1−0.3% | Reduced |
| MetLife Investment Management | 337 | $327.9K | 0.00% | +2+0.6% | Added |
| Profund Advisors LLC | 334 | $325.0K | 0.02% | +334 | New |
| Bank of Nova Scotia | 328 | $319.2K | 0.00% | −33−9.1% | Reduced |
| Winton Group Ltd | 324 | $315.3K | 0.02% | −577−64.0% | Reduced |
| Forum Financial Management, LP | 320 | $311.4K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 319 | $310.4K | 0.00% | +319 | New |
| Commonwealth Equity Services, LLC | 318 | $310.0K | 0.00% | −21−6.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 315 | $306.5K | 0.01% | −12−3.7% | Reduced |
| Colonial Trust Co | 309 | $300.7K | 0.08% | −255−45.2% | Reduced |
| Marmo Financial Group, LLC | 307 | $298.7K | 0.28% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 304 | $296.0K | 0.00% | +3+1.0% | Added |
| D.A. Davidson & Co. | 300 | $291.9K | 0.00% | 00.0% | Unchanged |
| MBL Wealth, LLC | 300 | $291.9K | 0.05% | +300 | New |
| Robeco Institutional Asset Management B.V. | 297 | $289.0K | 0.00% | −2,903−90.7% | Reduced |
| Oppenheimer Asset Management Inc. | 288 | $280.3K | 0.00% | −17−5.6% | Reduced |
| CIBC Asset Management Inc | 285 | $277.3K | 0.00% | −101−26.2% | Reduced |
| Vestcor Inc | 285 | $277.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 279 | $271.5K | 0.00% | −5,948−95.5% | Reduced |