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, Q3 2023
Institutional positions in First Citizens Bancshares Inc as of Sep 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
- 498
- +31 vs. Q2 2023
- Shares held
- 8.90M
- −190.4K (−2.1%) vs. Q2 2023
- Total value
- $12.3B
- +$626.4M (+5.4%) vs. Q2 2023
- New holders
- 62
- 154 more added
- Sold out
- 31
- 178 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $311 | 0.00% | −1,283−100.0% | Reduced |
| Avion Wealth | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $1.38K | 0.00% | +1 | New |
| Antonetti Capital Management LLC | 1 | $1.38K | 0.00% | +1 | New |
| Glass Jacobson Investment Advisors llc | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2 | $2.76K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2 | $2.76K | 0.00% | +2 | New |
| Lee Financial Co | 2 | $2.76K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2 | $2.76K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2 | $2.76K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 3 | $4.01K | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 3 | $4.14K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3 | $4.14K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $4.14K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $4.14K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3 | $4.14K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 3 | $4.14K | 0.00% | +3 | New |
| Sandy Spring Bank | 3 | $4.14K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $4.14K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $5.00K | 0.00% | −3−42.9% | Reduced |
| Private Trust Co NA | 4 | $5.52K | 0.00% | −1−20.0% | Reduced |
| Glassman Wealth Services | 4 | $5.52K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4 | $5.52K | 0.00% | +3+300.0% | Added |
| Marquette Asset Management, LLC | 4 | $5.53K | 0.00% | −2−33.3% | Reduced |
| Earnest Partners LLC | 5 | $6.90K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6 | $8.28K | 0.00% | −1−14.3% | Reduced |
| Carmel Capital Partners, LLC | 6 | $8.28K | 0.00% | +6 | New |
| Steward Financial Group LLC | 7 | $9.00K | 0.00% | +7 | New |
| Global Retirement Partners, LLC | 7 | $9.32K | 0.00% | +2+40.0% | Added |
| Allworth Financial LP | 7 | $9.66K | 0.00% | +6+600.0% | Added |
| CoreFirst Bank & Trust | 7 | $9.66K | 0.01% | +7 | New |
| Harvest Fund Management Co., Ltd | 8 | $11.0K | 0.00% | +8 | New |
| Atlas Capital Advisors LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $11.0K | 0.00% | +1+14.3% | Added |
| Bell Investment Advisors, Inc | 8 | $11.0K | 0.00% | +1+14.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 9 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $12.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $13.0K | 0.00% | +9+900.0% | Added |
| Caldwell Sutter Capital, Inc. | 10 | $13.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10 | $13.8K | 0.00% | +6+150.0% | Added |
| Parkside Financial Bank & Trust | 10 | $13.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $13.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $15.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 12 | $16.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 13 | $18.0K | 0.02% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $19.3K | 0.02% | – | – |
| Loomis Sayles & Co L P | 15 | $21.0K | 0.00% | +13+650.0% | Added |
| First Horizon Advisors, Inc. | 16 | $22.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $26.2K | 0.00% | −2−9.5% | Reduced |
| LGT Financial Advisors LLC | 19 | $26.2K | 0.03% | +19 | New |
| Fifth Third Bancorp | 21 | $29.0K | 0.00% | −18−46.2% | Reduced |
| Lindbrook Capital, LLC | 23 | $31.7K | 0.00% | +8+53.3% | Added |
| Farther Finance Advisors, LLC | 26 | $35.9K | 0.01% | +5+23.8% | Added |
| Riverview Trust Co | 30 | $41.4K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $41.4K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 31 | $42.8K | 0.05% | 00.0% | Unchanged |
| Bokf, NA | 36 | $49.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 39 | $53.9K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 44 | $61.0K | 0.01% | −2−4.3% | Reduced |
| State of Wyoming | 47 | $64.9K | 0.01% | −44−48.4% | Reduced |
| Headlands Technologies LLC | 53 | $73.1K | 0.04% | −205−79.5% | Reduced |
| Federated Hermes, Inc. | 56 | $77.3K | 0.00% | +21+60.0% | Added |
| National Bank of Canada | 58 | $77.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 57 | $78.7K | 0.00% | +52+1,040.0% | Added |
| Parallel Advisors, LLC | 62 | $85.6K | 0.00% | −1−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 65 | $89.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 67 | $93.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 69 | $95.5K | 0.00% | −27−28.1% | Reduced |
| Desjardins Global Asset Management Inc. | 73 | $100.7K | 0.01% | +73 | New |
| UniSuper Management Pty Ltd | 100 | $138.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $138.0K | 0.00% | +95+1,900.0% | Added |
| American International Group, Inc. | 103 | $142.2K | 0.00% | −5−4.6% | Reduced |
| Ci Investments Inc. | 112 | $155.0K | 0.00% | +16+16.7% | Added |
| Colonial Trust Co | 114 | $157.3K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 115 | $158.7K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 152 | $209.8K | 0.12% | +152 | New |
| Envestnet Portfolio Solutions, Inc. | 154 | $212.6K | 0.00% | +154 | New |
| IFP Advisors, Inc | 155 | $213.9K | 0.01% | −6−3.7% | Reduced |
| Marathon Capital Management | 155 | $213.9K | 0.05% | +155 | New |
| Modera Wealth Management, LLC | 155 | $213.9K | 0.00% | +155 | New |
| LexAurum Advisors, LLC | 156 | $215.0K | 0.06% | +156 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 157 | $216.7K | 0.00% | +81+106.6% | Added |
| Kapitalo Investimentos Ltda | 157 | $216.7K | 0.03% | −198−55.8% | Reduced |
| Quadrant Capital Group LLC | 158 | $218.1K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 162 | $224.0K | 0.00% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 170 | $234.6K | 0.04% | +170 | New |
| Coldstream Capital Management Inc | 170 | $234.6K | 0.01% | −15−8.1% | Reduced |
| Mason & Associates Inc | 171 | $236.0K | 0.08% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 174 | $240.1K | 0.01% | −12−6.5% | Reduced |
| Bleakley Financial Group, LLC | 174 | $240.1K | 0.01% | −12−6.5% | Reduced |
| Transcend Wealth Collective, LLC | 174 | $240.1K | 0.02% | −10−5.4% | Reduced |
| Metis Global Partners, LLC | 174 | $240.1K | 0.01% | +18+11.5% | Added |
| Shell Asset Management Co | 176 | $243.0K | 0.01% | −2−1.1% | Reduced |