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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 278 | $271.0K | 0.19% | −180−39.3% | Reduced |
| Vinva Investment Management Ltd | 290 | $270.8K | 0.02% | +290 | New |
| APG Asset Management N.V. | 300 | $268.7K | 0.00% | −667−69.0% | Reduced |
| Alterna Wealth Management, Inc | 270 | $262.7K | 0.33% | +270 | New |
| Greenwich Wealth Management LLC | 266 | $259.0K | 0.03% | +266 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 261 | $254.0K | 0.00% | +261 | New |
| JT Stratford LLC | 254 | $247.2K | 0.07% | +254 | New |
| Equitable Trust Co | 253 | $246.2K | 0.02% | −75−22.9% | Reduced |
| Neuberger Berman Group LLC | 250 | $243.5K | 0.00% | −699−73.7% | Reduced |
| Venator Management LLC | 250 | $243.0K | 0.10% | +250 | New |
| First Bank & Trust | 240 | $233.5K | 0.06% | −32−11.8% | Reduced |
| Kestra Advisory Services, LLC | 238 | $231.9K | 0.00% | −163−40.6% | Reduced |
| Quent Capital, LLC | 238 | $231.7K | 0.04% | +2+0.8% | Added |
| Eudaimonia Partners, LLC | 237 | $230.6K | 0.06% | +237 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 225 | $218.9K | 0.02% | +225 | New |
| Signaturefd, LLC | 216 | $210.2K | 0.01% | −29−11.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 215 | $209.2K | 0.00% | +215 | New |
| HighTower Advisors, LLC | 213 | $209.0K | 0.00% | +213 | New |
| Transcend Wealth Collective, LLC | 212 | $206.3K | 0.02% | +212 | New |
| Ieq Capital, LLC | 210 | $204.4K | 0.00% | +210 | New |
| 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 |
| Compagnie Lombard Odier SCmA | 195 | $189.8K | 0.00% | −35−15.2% | Reduced |
| Kapitalo Investimentos Ltda | 187 | $182.0K | 0.06% | +127+211.7% | Added |
| Fortis Advisors, LLC | 150 | $146.0K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 144 | $140.1K | 0.01% | +42+41.2% | Added |
| Ossiam | 136 | $132.3K | 0.00% | +48+54.5% | Added |
| Covestor Ltd | 135 | $132.0K | 0.11% | +43+46.7% | Added |
| Benjamin Edwards Inc | 136 | $132.0K | 0.03% | +83+156.6% | Added |
| American International Group, Inc. | 123 | $119.7K | 0.00% | −4−3.1% | Reduced |
| EverSource Wealth Advisors, LLC | 116 | $112.9K | 0.01% | −11−8.7% | Reduced |
| Salem Investment Counselors Inc | 115 | $111.9K | 0.00% | −2,348−95.3% | Reduced |
| Strategic Investment Solutions, Inc. | 111 | $108.0K | 0.02% | +111 | New |
| CWM, LLC | 100 | $97.0K | 0.00% | +8+8.7% | Added |
| Steward Partners Investment Advisory, LLC | 96 | $93.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 90 | $87.6K | 0.03% | −41−31.3% | Reduced |
| Ci Investments Inc. | 83 | $81.0K | 0.00% | +1+1.2% | Added |
| IFP Advisors, Inc | 171 | $75.9K | 0.00% | −7−3.9% | Reduced |
| Advisory Services Network, LLC | 68 | $66.2K | 0.00% | −16−19.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 67 | $65.2K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 67 | $65.0K | 0.00% | +42+168.0% | Added |
| TCI Wealth Advisors, Inc. | 64 | $62.3K | 0.01% | +15+30.6% | Added |
| Headlands Technologies LLC | 64 | $62.3K | 0.04% | +64 | New |
| Parallel Advisors, LLC | 63 | $61.3K | 0.00% | −432−87.3% | Reduced |
| DuPont Capital Management Corp | 63 | $61.3K | 0.00% | +63 | New |
| National Bank of Canada | 58 | $56.4K | 0.00% | −1−1.7% | Reduced |
| Bokf, NA | 54 | $52.5K | 0.00% | +54 | New |
| Fred Alger Management, LLC | 52 | $50.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 64 | $49.0K | 0.00% | +12+23.1% | Added |
| Simplex Trading, LLC | 49 | $47.0K | 0.00% | −507−91.2% | Reduced |
| Lazard Asset Management LLC | 48 | $46.0K | 0.00% | +48 | New |
| Fifth Third Bancorp | 40 | $38.9K | 0.00% | +21+110.5% | Added |
| Cary Street Partner Investment Advisory LLC | 32 | $31.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Clearstead Advisors, LLC | 24 | $23.4K | 0.00% | −8−25.0% | Reduced |
| Achmea Investment Management B.V. | 22 | $22.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 21 | $20.4K | 0.00% | +11+110.0% | Added |
| Grove Bank & Trust | 20 | $19.5K | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 19 | $18.5K | 0.01% | −3−13.6% | Reduced |
| First Horizon Advisors, Inc. | 16 | $15.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 13 | $12.7K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 12 | $11.7K | 0.00% | +12 | New |
| Venturi Wealth Management, LLC | 12 | $11.7K | 0.00% | +12 | New |
| Lindbrook Capital, LLC | 12 | $11.7K | 0.00% | +2+20.0% | Added |
| Allworth Financial LP | 11 | $10.7K | 0.00% | +1+10.0% | Added |
| 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 |
| Loomis Sayles & Co L P | 10 | $10.0K | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 10 | $9.73K | 0.00% | +2+25.0% | Added |
| Caldwell Sutter Capital, Inc. | 10 | $9.73K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $9.73K | 0.00% | +10 | New |
| Rise Advisors, LLC | 9 | $8.89K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $8.76K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8 | $7.79K | 0.00% | −15−65.2% | Reduced |
| Ellevest, Inc. | 7 | $6.81K | 0.00% | +6+600.0% | Added |
| Cullen/Frost Bankers, Inc. | 7 | $6.81K | 0.00% | +7 | New |
| 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 |
| Global Retirement Partners, LLC | 5 | $5.00K | 0.00% | −5−50.0% | Reduced |
| 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 |
| Sageworth Trust Co | 5 | $4.87K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $3.91K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4 | $3.89K | 0.00% | 00.0% | Unchanged |
| 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 |
| Psagot Value Holdings Ltd. / (Israel) | 3 | $3.00K | 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 |
| 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 |
| SJS Investment Consulting Inc. | 2 | $1.95K | 0.00% | −1−33.3% | Reduced |