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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 405 | $519.8K | 0.01% | 00.0% | Unchanged |
| Burney Co | 398 | $510.5K | 0.02% | −229−36.5% | Reduced |
| Level Four Advisory Services, LLC | 395 | $507.2K | 0.03% | −10−2.5% | Reduced |
| Private Advisor Group, LLC | 358 | $506.3K | 0.00% | +358 | New |
| Twin Tree Management, LP | 389 | $499.3K | 0.01% | −2,987−88.5% | Reduced |
| Candriam Luxembourg S.C.A. | 388 | $498.0K | 0.00% | +388 | New |
| HRT Financial LP | 374 | $480.0K | 0.00% | +374 | New |
| HighTower Advisors, LLC | 372 | $479.0K | 0.00% | +159+74.6% | Added |
| Pathstone Family Office, LLC | 385 | $476.8K | 0.01% | −1−0.3% | Reduced |
| O'Neil Global Advisors, Inc. | 368 | $472.0K | 0.10% | +368 | New |
| APG Asset Management N.V. | 400 | $470.6K | 0.00% | +100+33.3% | Added |
| Ancora Advisors, LLC | 363 | $465.9K | 0.01% | −95−20.7% | Reduced |
| Canandaigua National Bank & Trust Co | 358 | $459.5K | 0.07% | −97−21.3% | Reduced |
| Smith, Salley & Associates | 358 | $459.5K | 0.03% | +8+2.3% | Added |
| Kapitalo Investimentos Ltda | 355 | $455.6K | 0.08% | +168+89.8% | Added |
| Achmea Investment Management B.V. | 341 | $437.0K | 0.01% | +319+1,450.0% | Added |
| Cambria Investment Management, L.P. | 329 | $422.3K | 0.04% | +329 | New |
| Forum Financial Management, LP | 320 | $410.7K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 318 | $408.0K | 0.00% | +14+4.6% | Added |
| Cary Street Partner Investment Advisory LLC | 313 | $401.7K | 0.03% | +281+878.1% | Added |
| Ossiam | 312 | $400.4K | 0.01% | +176+129.4% | Added |
| Marmo Financial Group, LLC | 307 | $394.0K | 0.36% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 301 | $386.3K | 0.01% | +301 | New |
| D.A. Davidson & Co. | 300 | $385.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 300 | $385.0K | 0.02% | +300 | New |
| SYSTM Wealth Solutions LLC | 299 | $383.7K | 0.05% | −136−31.3% | Reduced |
| Bayesian Capital Management, LP | 298 | $382.5K | 0.04% | +298 | New |
| Vestmark Advisory Solutions, Inc. | 297 | $381.2K | 0.01% | −18−5.7% | Reduced |
| Oppenheimer Asset Management Inc. | 295 | $378.6K | 0.01% | +7+2.4% | Added |
| Commonwealth Equity Services, LLC | 291 | $374.0K | 0.00% | −27−8.5% | Reduced |
| CIBC Asset Management Inc | 285 | $365.8K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 281 | $361.0K | 0.01% | −4−1.4% | Reduced |
| Connable Office Inc | 279 | $358.1K | 0.05% | −193−40.9% | Reduced |
| Old North State Trust, LLC | 278 | $357.0K | 0.26% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 276 | $354.2K | 0.16% | +276 | New |
| Cresset Asset Management, LLC | 274 | $351.8K | 0.00% | +274 | New |
| JT Stratford LLC | 267 | $342.7K | 0.09% | +13+5.1% | Added |
| Mercer Global Advisors Inc | 266 | $341.0K | 0.00% | −164−38.1% | Reduced |
| MetLife Investment Management | 265 | $340.1K | 0.00% | −72−21.4% | Reduced |
| Headlands Technologies LLC | 258 | $331.1K | 0.11% | +194+303.1% | Added |
| Cetera Investment Advisers | 247 | $317.0K | 0.00% | −133−35.0% | Reduced |
| Baird Financial Group, Inc. | 247 | $317.0K | 0.00% | +247 | New |
| American Trust | 241 | $309.3K | 0.02% | −112−31.7% | Reduced |
| Signaturefd, LLC | 241 | $309.3K | 0.01% | +25+11.6% | Added |
| Quent Capital, LLC | 239 | $306.9K | 0.05% | +1+0.4% | Added |
| Eudaimonia Partners, LLC | 236 | $302.9K | 0.07% | −1−0.4% | Reduced |
| Wetherby Asset Management Inc | 234 | $300.3K | 0.02% | +234 | New |
| Gotham Asset Management, LLC | 233 | $299.0K | 0.01% | −342−59.5% | Reduced |
| Standard Life Aberdeen plc | 226 | $290.1K | 0.00% | +226 | New |
| First Bank & Trust | 224 | $287.5K | 0.07% | −16−6.7% | Reduced |
| Swedbank AB | 223 | $286.2K | 0.00% | +223 | New |
| Guggenheim Capital LLC | 216 | $277.2K | 0.00% | +216 | New |
| Vinva Investment Management Ltd | 217 | $276.3K | 0.02% | −73−25.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 215 | $275.9K | 0.00% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 214 | $274.7K | 0.09% | −220−50.7% | Reduced |
| Covestor Ltd | 208 | $267.0K | 0.20% | +73+54.1% | Added |
| Greenwich Wealth Management LLC | 206 | $265.0K | 0.03% | −60−22.6% | Reduced |
| Equitable Trust Co | 204 | $261.8K | 0.02% | −49−19.4% | Reduced |
| Affinity Wealth Management LLC | 203 | $260.5K | 0.06% | +203 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 201 | $258.0K | 0.02% | −24−10.7% | Reduced |
| Colonial Trust Advisors | 200 | $256.7K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 200 | $256.7K | 0.00% | +200 | New |
| Bank of Nova Scotia | 198 | $255.4K | 0.00% | −130−39.6% | Reduced |
| Veriti Management LLC | 197 | $252.8K | 0.03% | +197 | New |
| Compagnie Lombard Odier SCmA | 195 | $250.3K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 191 | $245.1K | 0.13% | −275−59.0% | Reduced |
| Aptus Capital Advisors, LLC | 191 | $245.1K | 0.01% | +191 | New |
| Guardian Wealth Advisors, LLC | 191 | $245.1K | 0.04% | +191 | New |
| HB Wealth Management, LLC | 190 | $243.9K | 0.00% | +190 | New |
| Dorsey & Whitney Trust CO LLC | 187 | $240.0K | 0.02% | +187 | New |
| Merrion Investment Management Co, LLC | 186 | $238.7K | 0.20% | +186 | New |
| Sawtooth Solutions, LLC | 186 | $238.7K | 0.01% | +186 | New |
| Bleakley Financial Group, LLC | 186 | $238.7K | 0.01% | +186 | New |
| Coldstream Capital Management Inc | 185 | $237.4K | 0.01% | +185 | New |
| Transcend Wealth Collective, LLC | 184 | $236.2K | 0.02% | −28−13.2% | Reduced |
| Balentine LLC | 182 | $233.6K | 0.01% | +182 | New |
| Advisor Partners II, LLC | 180 | $231.0K | 0.01% | +180 | New |
| Shell Asset Management Co | 178 | $228.0K | 0.01% | −168−48.6% | Reduced |
| First Heartland Consultants, Inc. | 176 | $225.9K | 0.03% | +176 | New |
| Mason & Associates Inc | 171 | $219.5K | 0.06% | +171 | New |
| Thrivent Financial for Lutherans | 170 | $218.0K | 0.00% | +170 | New |
| Machina Capital S.A.S. | 169 | $216.9K | 0.12% | +169 | New |
| Ieq Capital, LLC | 167 | $214.3K | 0.00% | −43−20.5% | Reduced |
| Vontobel Holding Ltd. | 165 | $211.8K | 0.00% | +165 | New |
| Harbor Capital Advisors, Inc. | 163 | $209.2K | 0.04% | +163 | New |
| Benjamin Edwards Inc | 162 | $208.0K | 0.05% | +26+19.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 162 | $208.0K | 0.00% | +162 | New |
| Verdence Capital Advisors LLC | 160 | $205.4K | 0.02% | +160 | New |
| Quadrant Capital Group LLC | 158 | $202.8K | 0.02% | +14+9.7% | Added |
| Metis Global Partners, LLC | 156 | $200.2K | 0.01% | +156 | New |
| CWM, LLC | 138 | $177.0K | 0.00% | +38+38.0% | Added |
| Salem Investment Counselors Inc | 115 | $147.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 114 | $146.3K | 0.04% | −195−63.1% | Reduced |
| American International Group, Inc. | 108 | $138.6K | 0.00% | −15−12.2% | Reduced |
| UniSuper Management Pty Ltd | 100 | $128.3K | 0.00% | +100 | New |
| Steward Partners Investment Advisory, LLC | 96 | $123.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 96 | $123.0K | 0.00% | +13+15.7% | Added |
| State of Wyoming | 91 | $116.8K | 0.03% | +1+1.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 76 | $97.5K | 0.00% | +76 | New |
| Bessemer Group Inc | 67 | $86.0K | 0.00% | 00.0% | Unchanged |