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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
Sawtooth Solutions, LLC186$238.7K0.01%+186New
Bleakley Financial Group, LLC186$238.7K0.01%+186New
Dorsey & Whitney Trust CO LLC187$240.0K0.02%+187New
HB Wealth Management, LLC190$243.9K0.00%+190New
Inceptionr LLC191$245.1K0.13%−275−59.0%Reduced
Aptus Capital Advisors, LLC191$245.1K0.01%+191New
Guardian Wealth Advisors, LLC191$245.1K0.04%+191New
Compagnie Lombard Odier SCmA195$250.3K0.01%00.0%Unchanged
Veriti Management LLC197$252.8K0.03%+197New
Bank of Nova Scotia198$255.4K0.00%−130−39.6%Reduced
Colonial Trust Advisors200$256.7K0.03%00.0%Unchanged
United Capital Financial Advisers, LLC200$256.7K0.00%+200New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC201$258.0K0.02%−24−10.7%Reduced
Affinity Wealth Management LLC203$260.5K0.06%+203New
Equitable Trust Co204$261.8K0.02%−49−19.4%Reduced
Greenwich Wealth Management LLC206$265.0K0.03%−60−22.6%Reduced
Covestor Ltd208$267.0K0.20%+73+54.1%Added
Triangle Securities Wealth Management214$274.7K0.09%−220−50.7%Reduced
B. Metzler seel. Sohn & Co. AG215$275.9K0.00%00.0%Unchanged
Vinva Investment Management Ltd217$276.3K0.02%−73−25.2%Reduced
Guggenheim Capital LLC216$277.2K0.00%+216New
Swedbank AB223$286.2K0.00%+223New
First Bank & Trust224$287.5K0.07%−16−6.7%Reduced
Standard Life Aberdeen plc226$290.1K0.00%+226New
Gotham Asset Management, LLC233$299.0K0.01%−342−59.5%Reduced
Wetherby Asset Management Inc234$300.3K0.02%+234New
Eudaimonia Partners, LLC236$302.9K0.07%−1−0.4%Reduced
Quent Capital, LLC239$306.9K0.05%+1+0.4%Added
American Trust241$309.3K0.02%−112−31.7%Reduced
Signaturefd, LLC241$309.3K0.01%+25+11.6%Added
Baird Financial Group, Inc.247$317.0K0.00%+247New
Cetera Investment Advisers247$317.0K0.00%−133−35.0%Reduced
Headlands Technologies LLC258$331.1K0.11%+194+303.1%Added
MetLife Investment Management265$340.1K0.00%−72−21.4%Reduced
Mercer Global Advisors Inc266$341.0K0.00%−164−38.1%Reduced
JT Stratford LLC267$342.7K0.09%+13+5.1%Added
Cresset Asset Management, LLC274$351.8K0.00%+274New
TriaGen Wealth Management LLC276$354.2K0.16%+276New
Old North State Trust, LLC278$357.0K0.26%00.0%Unchanged
Connable Office Inc279$358.1K0.05%−193−40.9%Reduced
Vestcor Inc281$361.0K0.01%−4−1.4%Reduced
CIBC Asset Management Inc285$365.8K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC291$374.0K0.00%−27−8.5%Reduced
Oppenheimer Asset Management Inc.295$378.6K0.01%+7+2.4%Added
Vestmark Advisory Solutions, Inc.297$381.2K0.01%−18−5.7%Reduced
Bayesian Capital Management, LP298$382.5K0.04%+298New
SYSTM Wealth Solutions LLC299$383.7K0.05%−136−31.3%Reduced
Banque Cantonale Vaudoise300$385.0K0.02%+300New
D.A. Davidson & Co.300$385.0K0.00%00.0%Unchanged
Sequoia Financial Advisors, LLC301$386.3K0.01%+301New
Marmo Financial Group, LLC307$394.0K0.36%00.0%Unchanged
Ossiam312$400.4K0.01%+176+129.4%Added
Cary Street Partner Investment Advisory LLC313$401.7K0.03%+281+878.1%Added
Cambridge Investment Research Advisors, Inc.318$408.0K0.00%+14+4.6%Added
Forum Financial Management, LP320$410.7K0.01%00.0%Unchanged
Cambria Investment Management, L.P.329$422.3K0.04%+329New
Achmea Investment Management B.V.341$437.0K0.01%+319+1,450.0%Added
Kapitalo Investimentos Ltda355$455.6K0.08%+168+89.8%Added
Canandaigua National Bank & Trust Co358$459.5K0.07%−97−21.3%Reduced
Smith, Salley & Associates358$459.5K0.03%+8+2.3%Added
Ancora Advisors, LLC363$465.9K0.01%−95−20.7%Reduced
APG Asset Management N.V.400$470.6K0.00%+100+33.3%Added
O'Neil Global Advisors, Inc.368$472.0K0.10%+368New
Pathstone Family Office, LLC385$476.8K0.01%−1−0.3%Reduced
HighTower Advisors, LLC372$479.0K0.00%+159+74.6%Added
HRT Financial LP374$480.0K0.00%+374New
Candriam Luxembourg S.C.A.388$498.0K0.00%+388New
Twin Tree Management, LP389$499.3K0.01%−2,987−88.5%Reduced
Private Advisor Group, LLC358$506.3K0.00%+358New
Level Four Advisory Services, LLC395$507.2K0.03%−10−2.5%Reduced
Burney Co398$510.5K0.02%−229−36.5%Reduced
Bartlett & Co. Wealth Management LLC405$519.8K0.01%00.0%Unchanged
Bartlett & Co. LLC405$520.0K0.01%00.0%Unchanged
Private Capital Advisors, Inc.419$538.0K0.09%00.0%Unchanged
Symmetry Partners, LLC420$539.0K0.03%00.0%Unchanged
Wealthsource Partners, LLC425$545.5K0.04%+425New
Greenleaf Trust448$575.0K0.01%−28−5.9%Reduced
Campbell & CO Investment Adviser LLC451$578.8K0.10%+451New
Kestra Private Wealth Services, LLC454$582.7K0.02%−171−27.4%Reduced
Exencial Wealth Advisors, LLC456$585.3K0.03%+5+1.1%Added
Wolverine Trading, LLC460$585.7K0.01%+460New
Tandem Capital Management Corp459$589.1K0.38%−11−2.3%Reduced
Macquarie Group Ltd475$609.3K0.00%−455−48.9%Reduced
Mariner, LLC477$612.7K0.00%−28−5.5%Reduced
Pettinga Financial Advisors, LLC485$622.5K0.18%00.0%Unchanged
KB Financial Partners, LLC487$625.0K0.17%+487New
Jump Financial, LLC500$641.7K0.02%+500New
Snowden Capital Advisors LLC509$653.3K0.02%−92−15.3%Reduced
Raymond James Financial Services Advisors, Inc.513$658.8K0.00%−26−4.8%Reduced
Xponance, Inc.517$663.5K0.01%−130−20.1%Reduced
Community Capital Management, Inc.520$667.4K0.93%00.0%Unchanged
Whitener Capital Management, Inc.525$673.8K0.26%−103−16.4%Reduced
Mill Capital Management, LLC525$673.8K0.06%00.0%Unchanged
Resources Investment Advisors, LLC.528$677.7K0.01%+528New
GWM Advisors LLC533$684.7K0.01%−44−7.6%Reduced
Quantamental Technologies LLC547$702.0K0.29%+547New
Physicians Financial Services, Inc.550$706.0K0.28%00.0%Unchanged
Manufacturers Life Insurance Company, The552$708.5K0.00%−6,872−92.6%Reduced
Cetera Advisor Networks LLC570$731.3K0.01%−114−16.7%Reduced
Raymond James Trust N.A.591$758.0K0.02%−129−17.9%Reduced