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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 475 | $655.5K | 0.01% | +90+23.4% | Added |
| Magnetar Financial LLC | 472 | $651.4K | 0.02% | −262−35.7% | Reduced |
| Community Capital Management, Inc. | 460 | $634.8K | 1.01% | −60−11.5% | Reduced |
| Tandem Capital Management Corp | 459 | $633.5K | 0.44% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 458 | $632.1K | 0.03% | +2+0.4% | Added |
| Kestra Private Wealth Services, LLC | 450 | $621.0K | 0.02% | −4−0.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 443 | $611.4K | 0.03% | +130+41.5% | Added |
| Private Capital Advisors, Inc. | 439 | $606.0K | 0.09% | +20+4.8% | Added |
| Burns Matteson Capital Management, LLC | 439 | $605.9K | 0.39% | +439 | New |
| Greenleaf Trust | 435 | $600.3K | 0.01% | −13−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 429 | $592.1K | 0.00% | −7,421−94.5% | Reduced |
| Wealthsource Partners, LLC | 427 | $589.3K | 0.04% | +2+0.5% | Added |
| Symmetry Partners, LLC | 420 | $580.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 418 | $580.0K | 0.00% | +46+12.4% | Added |
| Bartlett & Co. LLC | 405 | $559.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 405 | $558.9K | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 400 | $552.0K | 0.00% | 00.0% | Unchanged |
| Burney Co | 398 | $548.9K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 364 | $502.4K | 0.02% | +364 | New |
| Ancora Advisors, LLC | 363 | $501.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 360 | $496.8K | 0.00% | +2+0.6% | Added |
| Capula Management Ltd | 360 | $496.8K | 0.03% | +360 | New |
| Canandaigua National Bank & Trust Co | 355 | $489.9K | 0.08% | −3−0.8% | Reduced |
| Level Four Advisory Services, LLC | 339 | $468.0K | 0.03% | −56−14.2% | Reduced |
| Inceptionr LLC | 326 | $449.9K | 0.26% | +135+70.7% | Added |
| Forum Financial Management, LP | 320 | $441.6K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 319 | $440.0K | 0.01% | −22−6.5% | Reduced |
| Twin Tree Management, LP | 316 | $436.1K | 0.01% | −73−18.8% | Reduced |
| Marmo Financial Group, LLC | 307 | $423.7K | 0.40% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 307 | $423.7K | 0.01% | +307 | New |
| Commonwealth Equity Services, LLC | 303 | $419.0K | 0.00% | +12+4.1% | Added |
| One Wealth Advisors, LLC | 301 | $415.4K | 0.09% | +301 | New |
| D.A. Davidson & Co. | 300 | $414.0K | 0.00% | 00.0% | Unchanged |
| JT Stratford LLC | 289 | $398.8K | 0.10% | +22+8.2% | Added |
| PEAK6 Investments LLC | 287 | $395.9K | 0.02% | −2,146−88.2% | Reduced |
| Ossiam | 285 | $393.3K | 0.01% | −27−8.7% | Reduced |
| CIBC Asset Management Inc | 285 | $393.3K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 283 | $390.6K | 0.01% | −18−6.0% | Reduced |
| Park Avenue Securities LLC | 282 | $389.0K | 0.01% | +282 | New |
| Cambria Investment Management, L.P. | 280 | $386.4K | 0.03% | −49−14.9% | Reduced |
| Cresset Asset Management, LLC | 279 | $385.2K | 0.00% | +5+1.8% | Added |
| Swedbank AB | 279 | $385.0K | 0.00% | +56+25.1% | Added |
| Old North State Trust, LLC | 278 | $384.0K | 0.30% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 277 | $382.3K | 0.20% | +1+0.4% | Added |
| Lincoln National Corp | 270 | $372.6K | 0.01% | +270 | New |
| AIA Group Ltd | 269 | $371.2K | 0.02% | −589−68.6% | Reduced |
| Brevan Howard Capital Management LP | 268 | $369.9K | 0.11% | +268 | New |
| MetLife Investment Management | 265 | $365.7K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 262 | $361.6K | 0.03% | −839−76.2% | Reduced |
| Point72 Middle East FZE | 262 | $361.6K | 0.02% | +262 | New |
| SYSTM Wealth Solutions LLC | 260 | $358.7K | 0.06% | −39−13.0% | Reduced |
| Vinva Investment Management Ltd | 258 | $353.6K | 0.03% | +41+18.9% | 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 |
| Bank of Nova Scotia | 245 | $338.1K | 0.00% | +47+23.7% | Added |
| Triangle Securities Wealth Management | 241 | $332.6K | 0.12% | +27+12.6% | Added |
| Quent Capital, LLC | 239 | $330.0K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 237 | $327.1K | 0.02% | +3+1.3% | Added |
| Mercer Global Advisors Inc | 237 | $327.0K | 0.00% | −29−10.9% | Reduced |
| MAI Capital Management | 236 | $325.7K | 0.00% | +236 | New |
| Gotham Asset Management, LLC | 233 | $321.6K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 232 | $320.2K | 0.04% | −47−16.8% | Reduced |
| Signaturefd, LLC | 232 | $320.2K | 0.01% | −9−3.7% | Reduced |
| Aptus Capital Advisors, LLC | 228 | $314.7K | 0.01% | +37+19.4% | Added |
| Eqis Capital Management, Inc. | 226 | $312.1K | 0.04% | +226 | New |
| Cetera Investment Advisers | 226 | $311.9K | 0.00% | −21−8.5% | Reduced |
| Vestcor Inc | 224 | $309.0K | 0.01% | −57−20.3% | Reduced |
| Benjamin Edwards Inc | 220 | $304.0K | 0.07% | +58+35.8% | Added |
| 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 |
| B. Metzler seel. Sohn & Co. AG | 215 | $296.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Pearl River Capital, LLC | 209 | $288.4K | 0.05% | +209 | New |
| 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 |
| Greenwich Wealth Management LLC | 204 | $282.0K | 0.03% | −2−1.0% | Reduced |
| Colonial Trust Advisors | 200 | $276.0K | 0.03% | 00.0% | Unchanged |
| JCSD Capital, LLC | 200 | $276.0K | 0.57% | +200 | New |
| Tower Research Capital LLC (TRC) | 197 | $271.9K | 0.01% | −764−79.5% | Reduced |
| Keebeck Alpha, LP | 195 | $269.1K | 0.26% | +195 | New |
| Compagnie Lombard Odier SCmA | 195 | $269.1K | 0.01% | 00.0% | Unchanged |
| American Trust | 191 | $263.6K | 0.02% | −50−20.7% | Reduced |
| Guardian Wealth Advisors, LLC | 191 | $263.6K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 191 | $263.6K | 0.00% | +191 | New |
| Dorsey & Whitney Trust CO LLC | 189 | $260.8K | 0.02% | +2+1.1% | Added |
| Covestor Ltd | 189 | $260.0K | 0.20% | −19−9.1% | Reduced |
| CWM, LLC | 187 | $257.0K | 0.00% | +49+35.5% | Added |
| Merrion Investment Management Co, LLC | 186 | $256.7K | 0.22% | 00.0% | Unchanged |
| Veriti Management LLC | 183 | $252.6K | 0.03% | −14−7.1% | Reduced |
| Balentine LLC | 183 | $252.6K | 0.01% | +1+0.5% | Added |
| Verdence Capital Advisors LLC | 182 | $251.2K | 0.03% | +22+13.8% | Added |
| Ieq Capital, LLC | 181 | $249.8K | 0.01% | +14+8.4% | Added |
| Banque Cantonale Vaudoise | 180 | $248.0K | 0.01% | −120−40.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 178 | $245.7K | 0.02% | −499−73.7% | Reduced |
| HB Wealth Management, LLC | 177 | $244.3K | 0.00% | −13−6.8% | Reduced |
| Shell Asset Management Co | 176 | $243.0K | 0.01% | −2−1.1% | Reduced |
| First Heartland Consultants, Inc. | 176 | $243.0K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 174 | $240.1K | 0.01% | −12−6.5% | Reduced |