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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 363 | $515.1K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 369 | $523.0K | 0.00% | +369 | New |
| Blueshift Asset Management, LLC | 373 | $529.3K | 0.28% | +221+145.4% | Added |
| Commerce Bank | 379 | $537.8K | 0.00% | +188+98.4% | Added |
| Candriam Luxembourg S.C.A. | 385 | $546.3K | 0.00% | −159−29.2% | Reduced |
| Quantbot Technologies LP | 393 | $557.7K | 0.03% | +393 | New |
| Quantitative Investment Management, LLC | 398 | $564.0K | 0.03% | +398 | New |
| Burney Co | 398 | $564.4K | 0.02% | 00.0% | Unchanged |
| Trust Co of the South | 400 | $567.6K | 0.15% | +400 | New |
| Campbell & CO Investment Adviser LLC | 402 | $570.4K | 0.05% | +402 | New |
| Voloridge Investment Management, LLC | 406 | $576.1K | 0.00% | −15,509−97.4% | Reduced |
| Bartlett & Co. LLC | 405 | $582.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 405 | $582.3K | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 420 | $596.0K | 0.14% | +131+45.3% | Added |
| Vinva Investment Management Ltd | 415 | $596.6K | 0.04% | +157+60.9% | Added |
| Burns Matteson Capital Management, LLC | 422 | $599.2K | 0.42% | −17−3.9% | Reduced |
| Ritholtz Wealth Management | 428 | $607.4K | 0.02% | +64+17.6% | Added |
| Wealthsource Partners, LLC | 429 | $608.7K | 0.04% | +2+0.5% | Added |
| Greenleaf Trust | 435 | $617.3K | 0.01% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 439 | $623.0K | 0.09% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 443 | $629.0K | 0.01% | +161+57.1% | Added |
| Symmetry Partners, LLC | 439 | $631.0K | 0.03% | +19+4.5% | Added |
| Kestra Private Wealth Services, LLC | 451 | $640.0K | 0.02% | +1+0.2% | Added |
| Exencial Wealth Advisors, LLC | 458 | $649.9K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 460 | $650.0K | 0.00% | +42+10.0% | Added |
| Tandem Capital Management Corp | 459 | $651.3K | 0.40% | 00.0% | Unchanged |
| Laurion Capital Management LP | 477 | $676.8K | 0.02% | +477 | New |
| Pettinga Financial Advisors, LLC | 485 | $688.2K | 0.18% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 487 | $691.0K | 0.18% | +487 | New |
| Bridgeway Capital Management, LLC | 500 | $709.5K | 0.02% | −3,500−87.5% | Reduced |
| Guggenheim Capital LLC | 504 | $715.2K | 0.01% | +504 | New |
| Whitener Capital Management, Inc. | 520 | $737.9K | 0.27% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 520 | $737.9K | 0.10% | +520 | New |
| Graham Capital Management, L.P. | 522 | $740.7K | 0.02% | −795−60.4% | Reduced |
| Mill Capital Management, LLC | 525 | $745.0K | 0.07% | 00.0% | Unchanged |
| Xponance, Inc. | 529 | $750.6K | 0.01% | −19−3.5% | Reduced |
| Resources Investment Advisors, LLC. | 529 | $750.6K | 0.01% | −3−0.6% | Reduced |
| Toroso Investments, LLC | 530 | $752.1K | 0.02% | −526−49.8% | Reduced |
| Sequoia Financial Advisors, LLC | 538 | $763.4K | 0.01% | +255+90.1% | Added |
| GWM Advisors LLC | 536 | $774.7K | 0.01% | +5+0.9% | Added |
| Physicians Financial Services, Inc. | 550 | $780.0K | 0.30% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 568 | $806.0K | 0.00% | +568 | New |
| Aigen Investment Management, LP | 576 | $817.3K | 0.15% | −84−12.7% | Reduced |
| SG Americas Securities, LLC | 591 | $839.0K | 0.01% | −935−61.3% | Reduced |
| Neuberger Berman Group LLC | 592 | $840.3K | 0.00% | −483−44.9% | Reduced |
| Polianta Ltd | 600 | $851.0K | 0.50% | −200−25.0% | Reduced |
| MBL Wealth, LLC | 600 | $851.4K | 0.11% | 00.0% | Unchanged |
| First Foundation Advisors | 605 | $858.5K | 0.04% | +605 | New |
| Holderness Investments Co | 606 | $859.9K | 0.24% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 607 | $861.3K | 0.03% | −42−6.5% | Reduced |
| Massachusetts Financial Services Co | 607 | $861.3K | 0.00% | +607 | New |
| Financial Security Advisor, Inc. | 609 | $864.1K | 0.34% | +1+0.2% | Added |
| Penserra Capital Management LLC | 612 | $868.0K | 0.02% | +612 | New |
| Raymond James Trust N.A. | 615 | $872.7K | 0.02% | +23+3.9% | Added |
| Oregon Public Employees Retirement Fund | 620 | $879.8K | 0.02% | −200−24.4% | Reduced |
| US Bancorp | 620 | $879.8K | 0.00% | −46−6.9% | Reduced |
| JustInvest LLC | 661 | $937.9K | 0.02% | +81+14.0% | Added |
| Manufacturers Life Insurance Company, The | 683 | $969.2K | 0.00% | −12−1.7% | Reduced |
| Cetera Advisor Networks LLC | 688 | $976.9K | 0.01% | −8−1.1% | Reduced |
| Pathstone Holdings, LLC | 689 | $977.7K | 0.01% | +689 | New |
| M&T Bank Corp | 696 | $987.8K | 0.00% | +2+0.3% | Added |
| Affinity Investment Advisors, LLC | 698 | $990.4K | 0.67% | +1+0.1% | Added |
| Paradigm Asset Management Co LLC | 700 | $993.3K | 0.26% | 00.0% | Unchanged |
| Versor Investments LP | 701 | $994.7K | 0.20% | +701 | New |
| Muirfield Wealth Advisors LLC | 705 | $1.00M | 1.06% | +705 | New |
| Panagora Asset Management Inc | 713 | $1.01M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 714 | $1.01M | 0.01% | −14,163−95.2% | Reduced |
| Corton Capital Inc. | 719 | $1.02M | 0.32% | +719 | New |
| Brevan Howard Capital Management LP | 728 | $1.03M | 0.10% | +460+171.6% | Added |
| Principal Financial Group Inc | 736 | $1.04M | 0.00% | −189−20.4% | Reduced |
| Engrave Wealth Partners LLC | 750 | $1.06M | 0.30% | −20−2.6% | Reduced |
| Daiwa Securities Group Inc. | 751 | $1.07M | 0.01% | +117+18.5% | Added |
| Smith, Salley & Associates | 757 | $1.07M | 0.07% | −5−0.7% | Reduced |
| Mayport, LLC | 769 | $1.09M | 0.50% | −54−6.6% | Reduced |
| Synovus Financial Corp | 783 | $1.11M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 784 | $1.11M | 0.00% | −100−11.3% | Reduced |
| Centiva Capital, LP | 787 | $1.12M | 0.07% | +787 | New |
| STRS Ohio | 803 | $1.14M | 0.00% | +6+0.8% | Added |
| Independent Financial Group, LLC | 811 | $1.15M | 0.06% | +811 | New |
| Semanteon Capital Management, LP | 816 | $1.16M | 0.78% | +816 | New |
| Blair William & Co | 817 | $1.16M | 0.00% | −256−23.9% | Reduced |
| Cerity Partners LLC | 822 | $1.17M | 0.00% | +122+17.4% | Added |
| Maryland State Retirement & Pension System | 828 | $1.17M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 832 | $1.18M | 0.00% | +34+4.3% | Added |
| Cook Wealth Management Group LLC | 836 | $1.19M | 0.75% | −45−5.1% | Reduced |
| Prudential PLC | 841 | $1.19M | 0.01% | −1−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 856 | $1.21M | 0.06% | +413+93.2% | Added |
| Mariner, LLC | 858 | $1.22M | 0.00% | +145+20.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 874 | $1.24M | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 885 | $1.25M | 0.04% | −91−9.3% | Reduced |
| Janus Henderson Group PLC | 892 | $1.27M | 0.00% | −2,430−73.1% | Reduced |
| Donoghue Forlines LLC | 908 | $1.29M | 0.40% | −67−6.9% | Reduced |
| Intech Investment Management LLC | 929 | $1.32M | 0.02% | −480−34.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 938 | $1.33M | 0.07% | 00.0% | Unchanged |
| Creative Planning | 944 | $1.34M | 0.00% | +230+32.2% | Added |
| Macquarie Group Ltd | 953 | $1.35M | 0.00% | −112−10.5% | Reduced |
| Estate Counselors, LLC | 960 | $1.36M | 0.17% | 00.0% | Unchanged |
| Global Endowment Management, LP | 990 | $1.40M | 0.16% | −284−22.3% | Reduced |
| Pitcairn Co | 999 | $1.42M | 0.10% | −75−7.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,000 | $1.42M | 0.06% | 00.0% | Unchanged |