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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.

Other share classesFCNCBFCNCNFCNCOFCNCP

13F holders, Q2 2023

Institutional positions in First Citizens Bancshares Inc as of Jun 30, 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
472
+61 vs. Q1 2023
Shares held
9.10M
−411.4K (−4.3%) vs. Q1 2023
Total value
$11.7B
+$2.54B (+27.8%) vs. Q1 2023
New holders
113
122 more added
Sold out
52
164 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 472 institutions
Q1 2021: 213 institutionsQ2 2021: 218 institutionsQ3 2021: 215 institutionsQ4 2021: 242 institutionsQ1 2022: 354 institutionsQ2 2022: 343 institutionsQ3 2022: 368 institutionsQ4 2022: 395 institutionsQ1 2023: 411 institutionsQ2 2023: 472 institutionsQ3 2023: 498 institutionsQ4 2023: 547 institutionsQ1 2024: 556 institutionsQ2 2024: 575 institutionsQ3 2024: 590 institutionsQ4 2024: 617 institutionsQ1 2025: 611 institutionsQ2 2025: 604 institutionsQ3 2025: 622 institutionsQ4 2025: 652 institutionsQ1 2026: 603 institutionsQ2 2026: 626 institutions
Value heldQ2 2023: $11.7B
Q1 2021: $3.80BQ2 2021: $4.26BQ3 2021: $4.54BQ4 2021: $4.56BQ1 2022: $6.91BQ2 2022: $6.98BQ3 2022: $7.77BQ4 2022: $6.88BQ1 2023: $9.13BQ2 2023: $11.7BQ3 2023: $12.3BQ4 2023: $12.4BQ1 2024: $14.5BQ2 2024: $15.1BQ3 2024: $16.0BQ4 2024: $17.8BQ1 2025: $15.3BQ2 2025: $15.8BQ3 2025: $13.0BQ4 2025: $15.5BQ1 2026: $13.2BQ2 2026: $13.8B
Institutions holding FCNCA and their total value by quarter
QuarterHoldersValue
Q2 2026626$13.8B
Q1 2026603$13.2B
Q4 2025652$15.5B
Q3 2025622$13.0B
Q2 2025604$15.8B
Q1 2025611$15.3B
Q4 2024617$17.8B
Q3 2024590$16.0B
Q2 2024575$15.1B
Q1 2024556$14.5B
Q4 2023547$12.4B
Q3 2023498$12.3B
Q2 2023472$11.7B
Q1 2023411$9.13B
Q4 2022395$6.88B
Q3 2022368$7.77B
Q2 2022343$6.98B
Q1 2022354$6.91B
Q4 2021242$4.56B
Q3 2021215$4.54B
Q2 2021218$4.26B
Q1 2021213$3.80B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q1 2023.

Institutions holding FCNCA in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.1,283$4060.00%+1,283New
Ronald Blue Trust, Inc.1$1.00K0.00%−63−98.4%Reduced
Avion Wealth1$1.00K0.00%−1−50.0%Reduced
Whittier Trust Co1$1.28K0.00%00.0%Unchanged
Canada Pension Plan Investment Board1$1.28K0.00%00.0%Unchanged
Raffa Wealth Management, LLC1$1.28K0.00%00.0%Unchanged
WR Wealth Planners, LLC1$1.28K0.00%00.0%Unchanged
Massmutual Trust Co FSB1$1.28K0.00%+1New
Gradient Investments LLC1$1.28K0.00%+1New
Allworth Financial LP1$1.28K0.00%−10−90.9%Reduced
Glass Jacobson Investment Advisors llc1$1.28K0.00%+1New
Hoey Investments, Inc2$2.57K0.00%00.0%Unchanged
Washington Trust Co2$2.57K0.00%00.0%Unchanged
Disciplined Investments, LLC2$2.57K0.00%00.0%Unchanged
Lee Financial Co2$2.57K0.00%+2New
Atticus Wealth Management, LLC2$2.57K0.00%+2New
Loomis Sayles & Co L P2$3.00K0.00%−8−80.0%Reduced
Pinnacle Bancorp, Inc.3$3.85K0.00%−3−50.0%Reduced
Chesapeake Asset Management LLC3$3.85K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP3$3.85K0.00%00.0%Unchanged
Sound Income Strategies, LLC3$3.85K0.00%00.0%Unchanged
Sittner & Nelson, LLC3$3.85K0.00%00.0%Unchanged
RFP Financial Group LLC3$3.85K0.00%00.0%Unchanged
Red Tortoise LLC3$3.85K0.00%+3New
SJS Investment Consulting Inc.3$3.85K0.00%+1+50.0%Added
JJJ Advisors Inc.4$5.13K0.00%00.0%Unchanged
Glassman Wealth Services4$5.13K0.00%+1+33.3%Added
Global Retirement Partners, LLC5$6.42K0.00%00.0%Unchanged
Earnest Partners LLC5$6.42K0.00%00.0%Unchanged
Private Trust Co NA5$6.42K0.00%00.0%Unchanged
Umb Bank N A5$6.42K0.00%+1+25.0%Added
Northwestern Mutual Wealth Management Co5$6.42K0.00%+5New
Marquette Asset Management, LLC6$7.70K0.00%+6New
First Capital Advisors Group, LLC.6$7.70K0.00%+6New
Harbor Investment Advisory, LLC7$8.98K0.00%+1+16.7%Added
JFS Wealth Advisors, LLC7$8.98K0.00%+2+40.0%Added
Bell Investment Advisors, Inc7$8.98K0.00%+4+133.3%Added
Psagot Value Holdings Ltd. / (Israel)7$9.00K0.00%+4+133.3%Added
Huntington National Bank8$10.3K0.00%+3+60.0%Added
Atlas Capital Advisors LLC8$10.3K0.00%+8New
Spire Wealth Management8$10.3K0.00%−2−20.0%Reduced
Oliver Lagore Vanvalin Investment Group9$11.6K0.00%00.0%Unchanged
Rise Advisors, LLC9$11.7K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.10$12.8K0.01%00.0%Unchanged
Parkside Financial Bank & Trust10$12.8K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC10$12.8K0.00%+10New
Versant Capital Management, Inc11$14.1K0.00%00.0%Unchanged
Venturi Wealth Management, LLC12$15.4K0.00%00.0%Unchanged
PFS Partners, LLC13$16.8K0.01%00.0%Unchanged
Live Oak Investment Partners–$18.0K0.02%–New
Lindbrook Capital, LLC15$19.3K0.00%+3+25.0%Added
First Horizon Advisors, Inc.16$20.5K0.00%00.0%Unchanged
Grove Bank & Trust20$25.7K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC20$25.7K0.00%+19+1,900.0%Added
Proequities, Inc.21$27.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC21$27.0K0.01%+2+10.5%Added
Exchange Traded Concepts, LLC24$30.8K0.00%+24New
Castleview Partners, LLC24$30.8K0.03%+24New
Whittier Trust Co of Nevada Inc30$38.5K0.00%00.0%Unchanged
Riverview Trust Co30$38.5K0.03%00.0%Unchanged
Dougherty Wealth Advisers LLC31$39.8K0.05%+31New
Federated Hermes, Inc.35$44.9K0.00%+35New
Bokf, NA36$46.2K0.00%−18−33.3%Reduced
Clearstead Advisors, LLC37$47.5K0.00%+13+54.2%Added
Fifth Third Bancorp39$50.1K0.00%−1−2.5%Reduced
Geneos Wealth Management Inc.39$50.1K0.00%+33+550.0%Added
GeoWealth Management, LLC46$59.0K0.01%+46New
IFP Advisors, Inc161$72.3K0.00%−10−5.8%Reduced
National Bank of Canada58$74.4K0.00%00.0%Unchanged
Parallel Advisors, LLC63$80.9K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC65$83.4K0.01%−51−44.0%Reduced
Tilia Fiduciary Partners, Inc.67$86.0K0.08%00.0%Unchanged
Bessemer Group Inc67$86.0K0.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main76$97.5K0.00%+76New
State of Wyoming91$116.8K0.03%+1+1.1%Added
Ci Investments Inc.96$123.0K0.00%+13+15.7%Added
Steward Partners Investment Advisory, LLC96$123.4K0.00%00.0%Unchanged
UniSuper Management Pty Ltd100$128.3K0.00%+100New
American International Group, Inc.108$138.6K0.00%−15−12.2%Reduced
Colonial Trust Co114$146.3K0.04%−195−63.1%Reduced
Salem Investment Counselors Inc115$147.6K0.01%00.0%Unchanged
CWM, LLC138$177.0K0.00%+38+38.0%Added
Metis Global Partners, LLC156$200.2K0.01%+156New
Quadrant Capital Group LLC158$202.8K0.02%+14+9.7%Added
Verdence Capital Advisors LLC160$205.4K0.02%+160New
Benjamin Edwards Inc162$208.0K0.05%+26+19.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.162$208.0K0.00%+162New
Harbor Capital Advisors, Inc.163$209.2K0.04%+163New
Vontobel Holding Ltd.165$211.8K0.00%+165New
Ieq Capital, LLC167$214.3K0.00%−43−20.5%Reduced
Machina Capital S.A.S.169$216.9K0.12%+169New
Thrivent Financial for Lutherans170$218.0K0.00%+170New
Mason & Associates Inc171$219.5K0.06%+171New
First Heartland Consultants, Inc.176$225.9K0.03%+176New
Shell Asset Management Co178$228.0K0.01%−168−48.6%Reduced
Advisor Partners II, LLC180$231.0K0.01%+180New
Balentine LLC182$233.6K0.01%+182New
Transcend Wealth Collective, LLC184$236.2K0.02%−28−13.2%Reduced
Coldstream Capital Management Inc185$237.4K0.01%+185New
Merrion Investment Management Co, LLC186$238.7K0.20%+186New