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 |
|---|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | 67 | $86.0K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 65 | $83.4K | 0.01% | −51−44.0% | Reduced |
| Parallel Advisors, LLC | 63 | $80.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 58 | $74.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 161 | $72.3K | 0.00% | −10−5.8% | Reduced |
| GeoWealth Management, LLC | 46 | $59.0K | 0.01% | +46 | New |
| Fifth Third Bancorp | 39 | $50.1K | 0.00% | −1−2.5% | Reduced |
| Geneos Wealth Management Inc. | 39 | $50.1K | 0.00% | +33+550.0% | Added |
| Clearstead Advisors, LLC | 37 | $47.5K | 0.00% | +13+54.2% | Added |
| Bokf, NA | 36 | $46.2K | 0.00% | −18−33.3% | Reduced |
| Federated Hermes, Inc. | 35 | $44.9K | 0.00% | +35 | New |
| Dougherty Wealth Advisers LLC | 31 | $39.8K | 0.05% | +31 | New |
| Riverview Trust Co | 30 | $38.5K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $38.5K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 24 | $30.8K | 0.00% | +24 | New |
| Castleview Partners, LLC | 24 | $30.8K | 0.03% | +24 | New |
| Proequities, Inc. | 21 | $27.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21 | $27.0K | 0.01% | +2+10.5% | Added |
| Grove Bank & Trust | 20 | $25.7K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 20 | $25.7K | 0.00% | +19+1,900.0% | Added |
| First Horizon Advisors, Inc. | 16 | $20.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 15 | $19.3K | 0.00% | +3+25.0% | Added |
| Live Oak Investment Partners | – | $18.0K | 0.02% | – | New |
| PFS Partners, LLC | 13 | $16.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 12 | $15.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $14.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $12.8K | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 10 | $12.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $12.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $11.7K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $11.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8 | $10.3K | 0.00% | −2−20.0% | Reduced |
| Huntington National Bank | 8 | $10.3K | 0.00% | +3+60.0% | Added |
| Atlas Capital Advisors LLC | 8 | $10.3K | 0.00% | +8 | New |
| Psagot Value Holdings Ltd. / (Israel) | 7 | $9.00K | 0.00% | +4+133.3% | Added |
| JFS Wealth Advisors, LLC | 7 | $8.98K | 0.00% | +2+40.0% | Added |
| Bell Investment Advisors, Inc | 7 | $8.98K | 0.00% | +4+133.3% | Added |
| Harbor Investment Advisory, LLC | 7 | $8.98K | 0.00% | +1+16.7% | Added |
| Marquette Asset Management, LLC | 6 | $7.70K | 0.00% | +6 | New |
| First Capital Advisors Group, LLC. | 6 | $7.70K | 0.00% | +6 | New |
| Global Retirement Partners, LLC | 5 | $6.42K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 5 | $6.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $6.42K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5 | $6.42K | 0.00% | +1+25.0% | Added |
| Northwestern Mutual Wealth Management Co | 5 | $6.42K | 0.00% | +5 | New |
| JJJ Advisors Inc. | 4 | $5.13K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $5.13K | 0.00% | +1+33.3% | Added |
| SJS Investment Consulting Inc. | 3 | $3.85K | 0.00% | +1+50.0% | Added |
| Pinnacle Bancorp, Inc. | 3 | $3.85K | 0.00% | −3−50.0% | Reduced |
| Chesapeake Asset Management LLC | 3 | $3.85K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3 | $3.85K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $3.85K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $3.85K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3 | $3.85K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $3.85K | 0.00% | +3 | New |
| Loomis Sayles & Co L P | 2 | $3.00K | 0.00% | −8−80.0% | Reduced |
| Hoey Investments, Inc | 2 | $2.57K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2 | $2.57K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $2.57K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $2.57K | 0.00% | +2 | New |
| Atticus Wealth Management, LLC | 2 | $2.57K | 0.00% | +2 | New |
| Allworth Financial LP | 1 | $1.28K | 0.00% | −10−90.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 1 | $1.28K | 0.00% | +1 | New |
| Whittier Trust Co | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1 | $1.28K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $1.28K | 0.00% | +1 | New |
| Gradient Investments LLC | 1 | $1.28K | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 1 | $1.00K | 0.00% | −63−98.4% | Reduced |
| Avion Wealth | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Sofos Investments, Inc. | 1,283 | $406 | 0.00% | +1,283 | New |
| Rubric Capital Management LP | 0 | $0 | 0.00% | −53,058−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| GCM Grosvenor Holdings, LLC | 0 | $0 | 0.00% | −33,714−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −31,996−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −28,200−100.0% | Sold out |
| Arctis Global LLC | 0 | $0 | 0.00% | −14,022−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −13,283−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −6,007−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| Inherent Group, LP | 0 | $0 | 0.00% | −4,306−100.0% | Sold out |
| JS Capital Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −3,346−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| Arbiter Partners Capital Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Springhouse Capital Management, LP | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −388−100.0% | Sold out |