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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 176 | $243.0K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 177 | $244.3K | 0.00% | −13−6.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 178 | $245.7K | 0.02% | −499−73.7% | Reduced |
| Banque Cantonale Vaudoise | 180 | $248.0K | 0.01% | −120−40.0% | Reduced |
| Ieq Capital, LLC | 181 | $249.8K | 0.01% | +14+8.4% | Added |
| Verdence Capital Advisors LLC | 182 | $251.2K | 0.03% | +22+13.8% | Added |
| Veriti Management LLC | 183 | $252.6K | 0.03% | −14−7.1% | Reduced |
| Balentine LLC | 183 | $252.6K | 0.01% | +1+0.5% | Added |
| Merrion Investment Management Co, LLC | 186 | $256.7K | 0.22% | 00.0% | Unchanged |
| CWM, LLC | 187 | $257.0K | 0.00% | +49+35.5% | Added |
| Covestor Ltd | 189 | $260.0K | 0.20% | −19−9.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 189 | $260.8K | 0.02% | +2+1.1% | Added |
| Commerce Bank | 191 | $263.6K | 0.00% | +191 | New |
| American Trust | 191 | $263.6K | 0.02% | −50−20.7% | Reduced |
| Guardian Wealth Advisors, LLC | 191 | $263.6K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 195 | $269.1K | 0.01% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 195 | $269.1K | 0.26% | +195 | New |
| Tower Research Capital LLC (TRC) | 197 | $271.9K | 0.01% | −764−79.5% | Reduced |
| Colonial Trust Advisors | 200 | $276.0K | 0.03% | 00.0% | Unchanged |
| JCSD Capital, LLC | 200 | $276.0K | 0.57% | +200 | New |
| Greenwich Wealth Management LLC | 204 | $282.0K | 0.03% | −2−1.0% | Reduced |
| Affinity Wealth Management LLC | 205 | $282.9K | 0.07% | +2+1.0% | Added |
| Vontobel Holding Ltd. | 205 | $282.9K | 0.00% | +40+24.2% | Added |
| Pearl River Capital, LLC | 209 | $288.4K | 0.05% | +209 | New |
| Baird Financial Group, Inc. | 210 | $289.8K | 0.00% | −37−15.0% | Reduced |
| First Bank & Trust | 210 | $289.8K | 0.08% | −14−6.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 215 | $296.7K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 219 | $302.2K | 0.00% | −76−25.8% | Reduced |
| Advisor Partners II, LLC | 219 | $302.2K | 0.01% | +39+21.7% | Added |
| Benjamin Edwards Inc | 220 | $304.0K | 0.07% | +58+35.8% | Added |
| Vestcor Inc | 224 | $309.0K | 0.01% | −57−20.3% | Reduced |
| Cetera Investment Advisers | 226 | $311.9K | 0.00% | −21−8.5% | Reduced |
| Eqis Capital Management, Inc. | 226 | $312.1K | 0.04% | +226 | New |
| Aptus Capital Advisors, LLC | 228 | $314.7K | 0.01% | +37+19.4% | Added |
| Connable Office Inc | 232 | $320.2K | 0.04% | −47−16.8% | Reduced |
| Signaturefd, LLC | 232 | $320.2K | 0.01% | −9−3.7% | Reduced |
| Gotham Asset Management, LLC | 233 | $321.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 236 | $325.7K | 0.00% | +236 | New |
| Mercer Global Advisors Inc | 237 | $327.0K | 0.00% | −29−10.9% | Reduced |
| Wetherby Asset Management Inc | 237 | $327.1K | 0.02% | +3+1.3% | Added |
| Quent Capital, LLC | 239 | $330.0K | 0.05% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 241 | $332.6K | 0.12% | +27+12.6% | Added |
| Bank of Nova Scotia | 245 | $338.1K | 0.00% | +47+23.7% | Added |
| Westpac Banking Corp | 250 | $345.0K | 0.03% | +250 | New |
| Alps Advisors Inc | 250 | $345.0K | 0.00% | +250 | New |
| Perpetual Ltd | 250 | $345.0K | 0.00% | +250 | New |
| Vinva Investment Management Ltd | 258 | $353.6K | 0.03% | +41+18.9% | Added |
| SYSTM Wealth Solutions LLC | 260 | $358.7K | 0.06% | −39−13.0% | Reduced |
| Ostrum Asset Management | 262 | $361.6K | 0.03% | −839−76.2% | Reduced |
| Point72 Middle East FZE | 262 | $361.6K | 0.02% | +262 | New |
| MetLife Investment Management | 265 | $365.7K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 268 | $369.9K | 0.11% | +268 | New |
| AIA Group Ltd | 269 | $371.2K | 0.02% | −589−68.6% | Reduced |
| Lincoln National Corp | 270 | $372.6K | 0.01% | +270 | New |
| TriaGen Wealth Management LLC | 277 | $382.3K | 0.20% | +1+0.4% | Added |
| Old North State Trust, LLC | 278 | $384.0K | 0.30% | 00.0% | Unchanged |
| Swedbank AB | 279 | $385.0K | 0.00% | +56+25.1% | Added |
| Cresset Asset Management, LLC | 279 | $385.2K | 0.00% | +5+1.8% | Added |
| Cambria Investment Management, L.P. | 280 | $386.4K | 0.03% | −49−14.9% | Reduced |
| Park Avenue Securities LLC | 282 | $389.0K | 0.01% | +282 | New |
| Sequoia Financial Advisors, LLC | 283 | $390.6K | 0.01% | −18−6.0% | Reduced |
| Ossiam | 285 | $393.3K | 0.01% | −27−8.7% | Reduced |
| CIBC Asset Management Inc | 285 | $393.3K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 287 | $395.9K | 0.02% | −2,146−88.2% | Reduced |
| JT Stratford LLC | 289 | $398.8K | 0.10% | +22+8.2% | Added |
| D.A. Davidson & Co. | 300 | $414.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 301 | $415.4K | 0.09% | +301 | New |
| Commonwealth Equity Services, LLC | 303 | $419.0K | 0.00% | +12+4.1% | Added |
| Marmo Financial Group, LLC | 307 | $423.7K | 0.40% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 307 | $423.7K | 0.01% | +307 | New |
| Twin Tree Management, LP | 316 | $436.1K | 0.01% | −73−18.8% | Reduced |
| Achmea Investment Management B.V. | 319 | $440.0K | 0.01% | −22−6.5% | Reduced |
| Forum Financial Management, LP | 320 | $441.6K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 326 | $449.9K | 0.26% | +135+70.7% | Added |
| Level Four Advisory Services, LLC | 339 | $468.0K | 0.03% | −56−14.2% | Reduced |
| Canandaigua National Bank & Trust Co | 355 | $489.9K | 0.08% | −3−0.8% | Reduced |
| Capula Management Ltd | 360 | $496.8K | 0.03% | +360 | New |
| Private Advisor Group, LLC | 360 | $496.8K | 0.00% | +2+0.6% | Added |
| Ancora Advisors, LLC | 363 | $501.0K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 364 | $502.4K | 0.02% | +364 | New |
| Burney Co | 398 | $548.9K | 0.03% | 00.0% | Unchanged |
| APG Asset Management N.V. | 400 | $552.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 405 | $558.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 405 | $559.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 420 | $580.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 418 | $580.0K | 0.00% | +46+12.4% | Added |
| Wealthsource Partners, LLC | 427 | $589.3K | 0.04% | +2+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 429 | $592.1K | 0.00% | −7,421−94.5% | Reduced |
| Greenleaf Trust | 435 | $600.3K | 0.01% | −13−2.9% | Reduced |
| Burns Matteson Capital Management, LLC | 439 | $605.9K | 0.39% | +439 | New |
| Private Capital Advisors, Inc. | 439 | $606.0K | 0.09% | +20+4.8% | Added |
| Cary Street Partner Investment Advisory LLC | 443 | $611.4K | 0.03% | +130+41.5% | Added |
| Kestra Private Wealth Services, LLC | 450 | $621.0K | 0.02% | −4−0.9% | Reduced |
| Exencial Wealth Advisors, LLC | 458 | $632.1K | 0.03% | +2+0.4% | Added |
| Tandem Capital Management Corp | 459 | $633.5K | 0.44% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 460 | $634.8K | 1.01% | −60−11.5% | Reduced |
| Magnetar Financial LLC | 472 | $651.4K | 0.02% | −262−35.7% | Reduced |
| Pathstone Family Office, LLC | 475 | $655.5K | 0.01% | +90+23.4% | Added |
| Pettinga Financial Advisors, LLC | 485 | $669.3K | 0.20% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 491 | $678.0K | 0.19% | +4+0.8% | Added |