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, Q4 2023
Institutional positions in First Citizens Bancshares Inc as of Dec 31, 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
- 547
- +59 vs. Q3 2023
- Shares held
- 8.71M
- −188.2K (−2.1%) vs. Q3 2023
- Total value
- $12.4B
- +$78.8M (+0.6%) vs. Q3 2023
- New holders
- 92
- 193 more added
- Sold out
- 33
- 164 more reduced
10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Woodard & Co Asset Management Group Inc | 144 | $204.3K | 0.06% | +144 | New |
| Profund Advisors LLC | 149 | $211.4K | 0.01% | +149 | New |
| Federated Hermes, Inc. | 153 | $217.1K | 0.00% | +97+173.2% | Added |
| Tocqueville Asset Management L.P. | 153 | $217.1K | 0.00% | +153 | New |
| LexAurum Advisors, LLC | 156 | $221.3K | 0.06% | 00.0% | Unchanged |
| Connable Office Inc | 157 | $222.8K | 0.03% | −75−32.3% | Reduced |
| American Trust | 157 | $222.8K | 0.02% | −34−17.8% | Reduced |
| Oak Thistle LLC | 160 | $227.0K | 0.07% | +160 | New |
| Envestnet Portfolio Solutions, Inc. | 161 | $228.6K | 0.00% | +7+4.5% | Added |
| Peterson Wealth Services | 161 | $228.6K | 0.10% | +161 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 162 | $230.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 165 | $234.1K | 0.02% | +7+4.4% | Added |
| C M Bidwell & Associates Ltd | 169 | $239.8K | 0.18% | +169 | New |
| Transcend Wealth Collective, LLC | 172 | $244.1K | 0.02% | −2−1.1% | Reduced |
| Dark Forest Capital Management LP | 173 | $245.5K | 0.04% | −479−73.5% | Reduced |
| Verdence Capital Advisors LLC | 174 | $246.9K | 0.02% | −8−4.4% | Reduced |
| First Heartland Consultants, Inc. | 176 | $250.0K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 180 | $255.4K | 0.00% | −53−22.7% | Reduced |
| Vident Advisory, LLC | 181 | $256.8K | 0.01% | +181 | New |
| Wolverine Trading, LLC | 183 | $259.7K | 0.00% | −406−68.9% | Reduced |
| Snowden Capital Advisors LLC | 184 | $261.1K | 0.01% | +184 | New |
| Merrion Investment Management Co, LLC | 186 | $263.9K | 0.21% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 187 | $265.3K | 0.02% | −2−1.1% | Reduced |
| Advisory Services Network, LLC | 187 | $265.5K | 0.01% | +187 | New |
| Guardian Wealth Advisors, LLC | 191 | $271.0K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 191 | $271.0K | 0.00% | +14+7.9% | Added |
| Headlands Technologies LLC | 191 | $271.0K | 0.08% | +138+260.4% | Added |
| Meitav Dash Investments Ltd | 189 | $271.7K | 0.00% | +189 | New |
| Vontobel Holding Ltd. | 192 | $272.4K | 0.00% | −13−6.3% | Reduced |
| IFP Advisors, Inc | 195 | $276.7K | 0.01% | +40+25.8% | Added |
| Sawtooth Solutions, LLC | 196 | $278.1K | 0.01% | +22+12.6% | Added |
| Bleakley Financial Group, LLC | 196 | $278.1K | 0.01% | +22+12.6% | Added |
| Machina Capital S.A.S. | 197 | $279.5K | 0.18% | +197 | New |
| Smartleaf Asset Management LLC | 195 | $280.3K | 0.07% | +195 | New |
| Balentine LLC | 199 | $282.4K | 0.01% | +16+8.7% | Added |
| Hennessy Advisors Inc | 200 | $283.8K | 0.01% | −600−75.0% | Reduced |
| Colonial Trust Advisors | 200 | $283.8K | 0.03% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 200 | $283.8K | 0.03% | +200 | New |
| GTS Securities LLC | 202 | $286.6K | 0.01% | +202 | New |
| Greenwich Wealth Management LLC | 204 | $290.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 205 | $290.0K | 0.00% | +18+9.6% | Added |
| Eqis Capital Management, Inc. | 205 | $290.5K | 0.02% | −21−9.3% | Reduced |
| Affinity Wealth Management LLC | 205 | $290.9K | 0.06% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 208 | $295.1K | 0.05% | +208 | New |
| Baird Financial Group, Inc. | 209 | $296.6K | 0.00% | −1−0.5% | Reduced |
| Covestor Ltd | 209 | $297.0K | 0.20% | +20+10.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 215 | $305.1K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 218 | $309.3K | 0.03% | −32−12.8% | Reduced |
| Perpetual Ltd | 218 | $309.3K | 0.00% | −32−12.8% | Reduced |
| Oppenheimer Asset Management Inc. | 218 | $309.3K | 0.00% | −1−0.5% | Reduced |
| Vestcor Inc | 222 | $315.0K | 0.01% | −2−0.9% | Reduced |
| Aptus Capital Advisors, LLC | 224 | $317.8K | 0.01% | −4−1.8% | Reduced |
| Inceptionr LLC | 225 | $319.3K | 0.23% | −101−31.0% | Reduced |
| Wetherby Asset Management Inc | 227 | $322.1K | 0.02% | −10−4.2% | Reduced |
| First Bank & Trust | 232 | $329.2K | 0.08% | +22+10.5% | Added |
| Old National Bancorp | 233 | $330.6K | 0.01% | +233 | New |
| Alps Advisors Inc | 235 | $333.5K | 0.00% | −15−6.0% | Reduced |
| Eudaimonia Partners, LLC | 236 | $334.9K | 0.09% | +236 | New |
| Nations Financial Group Inc, | 239 | $339.1K | 0.03% | +239 | New |
| Triangle Securities Wealth Management | 241 | $342.0K | 0.11% | 00.0% | Unchanged |
| Bank of Nova Scotia | 248 | $351.9K | 0.00% | +3+1.2% | Added |
| Ieq Capital, LLC | 248 | $351.9K | 0.01% | +67+37.0% | Added |
| Benjamin Edwards Inc | 248 | $352.0K | 0.08% | +28+12.7% | Added |
| Quent Capital, LLC | 249 | $353.5K | 0.05% | +10+4.2% | Added |
| Signaturefd, LLC | 253 | $359.0K | 0.01% | +21+9.1% | Added |
| Mercer Global Advisors Inc | 256 | $363.0K | 0.00% | +19+8.0% | Added |
| Coldstream Capital Management Inc | 257 | $364.7K | 0.01% | +87+51.2% | Added |
| SYSTM Wealth Solutions LLC | 260 | $368.9K | 0.05% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 260 | $368.9K | 0.00% | +260 | New |
| MetLife Investment Management | 261 | $370.4K | 0.00% | −4−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 266 | $377.4K | 0.00% | +69+35.0% | Added |
| AIA Group Ltd | 269 | $381.7K | 0.02% | 00.0% | Unchanged |
| Marathon Capital Management | 275 | $390.2K | 0.10% | +120+77.4% | Added |
| Lincoln National Corp | 277 | $393.4K | 0.01% | +7+2.6% | Added |
| Ossiam | 284 | $403.0K | 0.01% | −1−0.4% | Reduced |
| TriaGen Wealth Management LLC | 286 | $405.8K | 0.19% | +9+3.2% | Added |
| MAI Capital Management | 286 | $405.9K | 0.01% | +50+21.2% | Added |
| Cresset Asset Management, LLC | 291 | $413.1K | 0.00% | +12+4.3% | Added |
| Capstone Investment Advisors, LLC | 295 | $418.6K | 0.01% | −12−3.9% | Reduced |
| D.A. Davidson & Co. | 300 | $425.7K | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 300 | $425.7K | 1.30% | +100+50.0% | Added |
| CIBC World Markets Corp | 301 | $427.1K | 0.00% | +301 | New |
| Commonwealth Equity Services, LLC | 305 | $434.0K | 0.00% | +2+0.7% | Added |
| Marmo Financial Group, LLC | 307 | $435.6K | 0.33% | 00.0% | Unchanged |
| Cetera Investment Advisers | 310 | $440.0K | 0.00% | +84+37.2% | Added |
| Oracle Alpha Inc. | 314 | $445.6K | 0.58% | +314 | New |
| Cambria Investment Management, L.P. | 316 | $448.4K | 0.03% | +36+12.9% | Added |
| Forum Financial Management, LP | 320 | $454.1K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 325 | $461.2K | 0.09% | +24+8.0% | Added |
| Nicholas Investment Partners, LP | 327 | $464.0K | 0.05% | +327 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 329 | $466.8K | 0.00% | +172+109.6% | Added |
| APG Asset Management N.V. | 372 | $477.9K | 0.00% | −28−7.0% | Reduced |
| Level Four Advisory Services, LLC | 339 | $481.2K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 341 | $483.9K | 0.00% | +56+19.6% | Added |
| Mount Lucas Management LP | 341 | $483.9K | 0.17% | +341 | New |
| Pearl River Capital, LLC | 342 | $485.3K | 0.08% | +133+63.6% | Added |
| Canandaigua National Bank & Trust Co | 352 | $499.5K | 0.08% | −3−0.8% | Reduced |
| Private Advisor Group, LLC | 358 | $508.0K | 0.00% | −2−0.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 363 | $515.0K | 0.21% | +363 | New |
| XTX Topco Ltd | 363 | $515.1K | 0.11% | −331−47.7% | Reduced |