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 |
|---|---|---|---|---|---|
| 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 |
| Mason & Associates Inc | 171 | $236.0K | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 170 | $234.6K | 0.01% | −15−8.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 170 | $234.6K | 0.04% | +170 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 162 | $224.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 158 | $218.1K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 157 | $216.7K | 0.03% | −198−55.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 157 | $216.7K | 0.00% | +81+106.6% | Added |
| LexAurum Advisors, LLC | 156 | $215.0K | 0.06% | +156 | New |
| Marathon Capital Management | 155 | $213.9K | 0.05% | +155 | New |
| Modera Wealth Management, LLC | 155 | $213.9K | 0.00% | +155 | New |
| IFP Advisors, Inc | 155 | $213.9K | 0.01% | −6−3.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 154 | $212.6K | 0.00% | +154 | New |
| Blueshift Asset Management, LLC | 152 | $209.8K | 0.12% | +152 | New |
| Salem Investment Counselors Inc | 115 | $158.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 114 | $157.3K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 112 | $155.0K | 0.00% | +16+16.7% | Added |
| American International Group, Inc. | 103 | $142.2K | 0.00% | −5−4.6% | Reduced |
| 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 |
| Desjardins Global Asset Management Inc. | 73 | $100.7K | 0.01% | +73 | New |
| Steward Partners Investment Advisory, LLC | 69 | $95.5K | 0.00% | −27−28.1% | Reduced |
| Bessemer Group Inc | 67 | $93.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 65 | $89.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 62 | $85.6K | 0.00% | −1−1.6% | Reduced |
| Umb Bank N A | 57 | $78.7K | 0.00% | +52+1,040.0% | Added |
| National Bank of Canada | 58 | $77.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 56 | $77.3K | 0.00% | +21+60.0% | Added |
| Headlands Technologies LLC | 53 | $73.1K | 0.04% | −205−79.5% | Reduced |
| State of Wyoming | 47 | $64.9K | 0.01% | −44−48.4% | Reduced |
| GeoWealth Management, LLC | 44 | $61.0K | 0.01% | −2−4.3% | Reduced |
| Geneos Wealth Management Inc. | 39 | $53.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 36 | $49.7K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 31 | $42.8K | 0.05% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 26 | $35.9K | 0.01% | +5+23.8% | Added |
| Lindbrook Capital, LLC | 23 | $31.7K | 0.00% | +8+53.3% | Added |
| Fifth Third Bancorp | 21 | $29.0K | 0.00% | −18−46.2% | Reduced |
| LGT Financial Advisors LLC | 19 | $26.2K | 0.03% | +19 | New |
| Proequities, Inc. | 19 | $26.2K | 0.00% | −2−9.5% | Reduced |
| First Horizon Advisors, Inc. | 16 | $22.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 15 | $21.0K | 0.00% | +13+650.0% | Added |
| Live Oak Investment Partners | – | $19.3K | 0.02% | – | – |
| PFS Partners, LLC | 13 | $18.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 12 | $16.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $15.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $13.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $13.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $13.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10 | $13.8K | 0.00% | +6+150.0% | Added |
| Ronald Blue Trust, Inc. | 10 | $13.0K | 0.00% | +9+900.0% | Added |
| Rise Advisors, LLC | 9 | $12.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $12.4K | 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 |
| Atlas Capital Advisors LLC | 8 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 8 | $11.0K | 0.00% | +8 | New |
| Allworth Financial LP | 7 | $9.66K | 0.00% | +6+600.0% | Added |
| CoreFirst Bank & Trust | 7 | $9.66K | 0.01% | +7 | New |
| Global Retirement Partners, LLC | 7 | $9.32K | 0.00% | +2+40.0% | Added |
| Steward Financial Group LLC | 7 | $9.00K | 0.00% | +7 | New |
| Harbor Investment Advisory, LLC | 6 | $8.28K | 0.00% | −1−14.3% | Reduced |
| Carmel Capital Partners, LLC | 6 | $8.28K | 0.00% | +6 | New |
| Earnest Partners LLC | 5 | $6.90K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $5.53K | 0.00% | −2−33.3% | 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 |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $5.00K | 0.00% | −3−42.9% | Reduced |
| SJS Investment Consulting Inc. | 3 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3 | $4.14K | 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 |
| Headinvest, LLC | 3 | $4.01K | 0.00% | +3 | 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 |
| Washington Trust Co | 2 | $2.76K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2 | $2.76K | 0.00% | +2 | New |
| Glass Jacobson Investment Advisors llc | 1 | $1.38K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1 | $1.38K | 0.00% | +1 | New |
| 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 |
| Avion Wealth | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $311 | 0.00% | −1,283−100.0% | Reduced |
| LMR Partners LLP | 0 | $0 | 0.00% | −32,943−100.0% | Sold out |
| Clifford Capital Partners LLC | 0 | $0 | 0.00% | −7,126−100.0% | Sold out |