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, 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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit X, LLC | 1,279 | $1.65M | 0.40% | −40−3.0% | Reduced |
| Prelude Capital Management, LLC | 1,264 | $1.62M | 0.14% | −39−3.0% | Reduced |
| Independent Advisor Alliance | 1,217 | $1.56M | 0.07% | −11−0.9% | Reduced |
| Intech Investment Management LLC | 1,207 | $1.55M | 0.02% | +340+39.2% | Added |
| SG Americas Securities, LLC | 1,191 | $1.53M | 0.01% | −215−15.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,181 | $1.52M | 0.89% | 00.0% | Unchanged |
| LPL Financial LLC | 1,177 | $1.51M | 0.00% | +331+39.1% | Added |
| Auto-Owners Insurance Co | 1,145 | $1.47M | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 1,145 | $1.47M | 0.02% | −383−25.1% | Reduced |
| TD Private Client Wealth LLC | 1,136 | $1.46M | 0.06% | −38−3.2% | Reduced |
| Nissay Asset Management Corp | 1,128 | $1.45M | 0.01% | −50−4.2% | Reduced |
| Saber Capital Managment, LLC | 1,115 | $1.43M | 2.34% | +1,115 | New |
| Ostrum Asset Management | 1,101 | $1.41M | 0.12% | +200+22.2% | Added |
| Sabal Trust CO | 1,094 | $1.40M | 0.09% | +1,094 | New |
| Gulf International Bank (UK) Ltd | 1,082 | $1.39M | 0.03% | −108−9.1% | Reduced |
| Wedbush Securities Inc | 1,079 | $1.39M | 0.07% | −74−6.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,045 | $1.34M | 0.04% | 00.0% | Unchanged |
| Hiddenite Capital Partners LP | 1,000 | $1.28M | 1.65% | −2,465−71.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,000 | $1.28M | 0.44% | 00.0% | Unchanged |
| Laurion Capital Management LP | 1,000 | $1.28M | 0.06% | +1,000 | New |
| Venator Management LLC | 1,000 | $1.28M | 0.47% | +750+300.0% | Added |
| Schonfeld Strategic Advisors LLC | 992 | $1.27M | 0.01% | +992 | New |
| Cook Wealth Management Group LLC | 895 | $1.27M | 0.98% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 984 | $1.26M | 0.00% | +216+28.1% | Added |
| Hunting Hill Global Capital, LLC | 983 | $1.26M | 0.76% | +983 | New |
| British Columbia Investment Management Corp | 979 | $1.26M | 0.01% | +16+1.7% | Added |
| Donoghue Forlines LLC | 968 | $1.24M | 0.39% | +968 | New |
| Estate Counselors, LLC | 965 | $1.24M | 0.16% | −705−42.2% | Reduced |
| Dark Forest Capital Management LP | 962 | $1.23M | 0.13% | +962 | New |
| Tower Research Capital LLC (TRC) | 961 | $1.23M | 0.04% | −2,803−74.5% | Reduced |
| KBC Group NV | 950 | $1.22M | 0.01% | −1,775−65.1% | Reduced |
| Prudential PLC | 948 | $1.22M | 0.01% | −15−1.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 938 | $1.20M | 0.07% | +156+19.9% | Added |
| STRS Ohio | 925 | $1.19M | 0.01% | −2,212−70.5% | Reduced |
| Ethic Inc. | 908 | $1.17M | 0.04% | +334+58.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 877 | $1.13M | 0.02% | +168+23.7% | Added |
| Mackenzie Financial Corp | 868 | $1.12M | 0.00% | +868 | New |
| Principal Financial Group Inc | 861 | $1.11M | 0.00% | −259−23.1% | Reduced |
| Mayport, LLC | 859 | $1.10M | 0.62% | −72−7.7% | Reduced |
| AIA Group Ltd | 858 | $1.10M | 0.05% | +858 | New |
| Hennessy Advisors Inc | 850 | $1.09M | 0.08% | −2,650−75.7% | Reduced |
| MML Investors Services, LLC | 849 | $1.09M | 0.01% | −345−28.9% | Reduced |
| Maryland State Retirement & Pension System | 828 | $1.06M | 0.02% | −35−4.1% | Reduced |
| Engrave Wealth Partners LLC | 820 | $1.05M | 0.33% | −4−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 809 | $1.04M | 0.00% | −246−23.3% | Reduced |
| Prudential Financial Inc | 799 | $1.03M | 0.00% | −1,452−64.5% | Reduced |
| TD Asset Management Inc | 799 | $1.03M | 0.00% | −24−2.9% | Reduced |
| Synovus Financial Corp | 783 | $1.00M | 0.01% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 780 | $1.00M | 0.00% | +780 | New |
| 44 Wealth Management LLC | 767 | $984.4K | 0.34% | −93−10.8% | Reduced |
| Cerity Partners LLC | 762 | $978.0K | 0.00% | +11+1.5% | Added |
| Caxton Associates LP | 751 | $963.9K | 0.14% | +751 | New |
| Nordea Investment Management AB | 749 | $958.5K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 734 | $942.1K | 0.02% | +734 | New |
| Neuberger Berman Group LLC | 729 | $935.9K | 0.00% | +479+191.6% | Added |
| Panagora Asset Management Inc | 713 | $915.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 710 | $911.3K | 0.00% | +97+15.8% | Added |
| BKD Wealth Advisors, LLC | 707 | $908.1K | 0.03% | +707 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 708 | $901.0K | 0.03% | −405−36.4% | Reduced |
| PMC FIG Opportunities LLC | 700 | $898.4K | 5.06% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 700 | $898.4K | 0.24% | +700 | New |
| Toroso Investments, LLC | 682 | $875.0K | 0.03% | +321+88.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 677 | $868.9K | 0.09% | +677 | New |
| M&T Bank Corp | 673 | $863.9K | 0.00% | +10+1.5% | Added |
| HighVista Strategies LLC | 661 | $848.4K | 0.39% | +661 | New |
| Creative Planning | 659 | $845.9K | 0.00% | +232+54.3% | Added |
| Daiwa Securities Group Inc. | 634 | $814.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 627 | $804.7K | 0.02% | +82+15.0% | Added |
| Holderness Investments Co | 606 | $777.8K | 0.29% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 603 | $773.9K | 0.11% | +603 | New |
| MBL Wealth, LLC | 600 | $770.1K | 0.11% | +300+100.0% | Added |
| SkyView Investment Advisors, LLC | 563 | $763.0K | 0.19% | +563 | New |
| Raymond James Trust N.A. | 591 | $758.0K | 0.02% | −129−17.9% | Reduced |
| Cetera Advisor Networks LLC | 570 | $731.3K | 0.01% | −114−16.7% | Reduced |
| Manufacturers Life Insurance Company, The | 552 | $708.5K | 0.00% | −6,872−92.6% | Reduced |
| Physicians Financial Services, Inc. | 550 | $706.0K | 0.28% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 547 | $702.0K | 0.29% | +547 | New |
| GWM Advisors LLC | 533 | $684.7K | 0.01% | −44−7.6% | Reduced |
| Resources Investment Advisors, LLC. | 528 | $677.7K | 0.01% | +528 | New |
| Mill Capital Management, LLC | 525 | $673.8K | 0.06% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 525 | $673.8K | 0.26% | −103−16.4% | Reduced |
| Community Capital Management, Inc. | 520 | $667.4K | 0.93% | 00.0% | Unchanged |
| Xponance, Inc. | 517 | $663.5K | 0.01% | −130−20.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 513 | $658.8K | 0.00% | −26−4.8% | Reduced |
| Snowden Capital Advisors LLC | 509 | $653.3K | 0.02% | −92−15.3% | Reduced |
| Jump Financial, LLC | 500 | $641.7K | 0.02% | +500 | New |
| KB Financial Partners, LLC | 487 | $625.0K | 0.17% | +487 | New |
| Pettinga Financial Advisors, LLC | 485 | $622.5K | 0.18% | 00.0% | Unchanged |
| Mariner, LLC | 477 | $612.7K | 0.00% | −28−5.5% | Reduced |
| Macquarie Group Ltd | 475 | $609.3K | 0.00% | −455−48.9% | Reduced |
| Tandem Capital Management Corp | 459 | $589.1K | 0.38% | −11−2.3% | Reduced |
| Wolverine Trading, LLC | 460 | $585.7K | 0.01% | +460 | New |
| Exencial Wealth Advisors, LLC | 456 | $585.3K | 0.03% | +5+1.1% | Added |
| Kestra Private Wealth Services, LLC | 454 | $582.7K | 0.02% | −171−27.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 451 | $578.8K | 0.10% | +451 | New |
| Greenleaf Trust | 448 | $575.0K | 0.01% | −28−5.9% | Reduced |
| Wealthsource Partners, LLC | 425 | $545.5K | 0.04% | +425 | New |
| Symmetry Partners, LLC | 420 | $539.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 419 | $538.0K | 0.09% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 405 | $520.0K | 0.01% | 00.0% | Unchanged |