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 |
|---|---|---|---|---|---|
| Check Capital Management Inc | 27,259 | $38.7M | 3.09% | +7,460+37.7% | Added |
| Ancient Art, L.P. | 27,995 | $39.7M | 6.62% | 00.0% | Unchanged |
| Royce & Associates LP | 28,323 | $40.2M | 0.37% | −3,717−11.6% | Reduced |
| Alberta Investment Management Corp | 28,476 | $40.4M | 0.38% | −8,200−22.4% | Reduced |
| Cortland Associates Inc | 29,065 | $41.2M | 6.03% | −23−0.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 29,804 | $42.3M | 0.04% | +9,036+43.5% | Added |
| Thompson Siegel & Walmsley LLC | 31,852 | $45.2M | 0.73% | +2,591+8.9% | Added |
| UBS Asset Management Americas Inc | 32,096 | $45.5M | 0.02% | +2,086+7.0% | Added |
| Sculptor Capital LP | 32,531 | $46.2M | 1.16% | −17,469−34.9% | Reduced |
| Bank of Montreal | 33,726 | $48.5M | 0.03% | +3,979+13.4% | Added |
| Lord, Abbett & Co. LLC | 36,994 | $52.5M | 0.18% | +4,819+15.0% | Added |
| Legal & General Group Plc | 43,457 | $61.7M | 0.02% | −3,830−8.1% | Reduced |
| Point72 Asset Management, L.P. | 46,180 | $65.5M | 0.20% | +26,107+130.1% | Added |
| Goldman Sachs Group Inc | 46,626 | $66.2M | 0.01% | +4,298+10.2% | Added |
| Ceredex Value Advisors LLC | 47,450 | $67.3M | 1.17% | −550−1.1% | Reduced |
| Bank of New York Mellon Corp | 49,706 | $70.5M | 0.01% | −9,533−16.1% | Reduced |
| Charles Schwab Investment Management Inc | 54,333 | $77.1M | 0.02% | −255−0.5% | Reduced |
| Reinhart Partners, Inc. | 56,803 | $80.6M | 3.55% | +5,952+11.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 57,207 | $81.2M | 0.29% | −23,840−29.4% | Reduced |
| Gobi Capital LLC | 61,039 | $86.6M | 6.28% | −500−0.8% | Reduced |
| Morgan Stanley | 63,491 | $90.1M | 0.01% | −2,795−4.2% | Reduced |
| MFN Partners Management, LP | 65,294 | $92.7M | 2.98% | −132,329−67.0% | Reduced |
| Systematic Financial Management LP | 68,331 | $97.0M | 2.88% | −8,995−11.6% | Reduced |
| Northern Trust Corp | 69,235 | $98.2M | 0.02% | −4,049−5.5% | Reduced |
| Bank of America Corp | 70,798 | $100.5M | 0.01% | −1,216−1.7% | Reduced |
| Artisan Partners Limited Partnership | 86,402 | $122.6M | 0.19% | −3,688−4.1% | Reduced |
| Nuveen Asset Management, LLC | 88,269 | $125.3M | 0.04% | +1,635+1.9% | Added |
| First Citizens Bank & Trust Co | 92,825 | $131.7M | 2.39% | −16,288−14.9% | Reduced |
| Citadel Advisors LLC | 98,758 | $140.1M | 0.14% | −121,430−55.1% | Reduced |
| Alliancebernstein L.P. | 104,009 | $147.6M | 0.06% | +608+0.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 106,835 | $151.6M | 0.77% | −45,870−30.0% | Reduced |
| Sessa Capital IM, L.P. | 108,453 | $153.9M | 7.17% | −67,381−38.3% | Reduced |
| Brown Advisory Inc | 119,329 | $169.3M | 0.24% | −246−0.2% | Reduced |
| Norges Bank | 126,880 | $180.0M | 0.03% | −205−0.2% | Reduced |
| Alua Capital Management LP | 147,959 | $209.9M | 13.47% | −66,004−30.8% | Reduced |
| D. E. Shaw & Co., Inc. | 157,617 | $223.7M | 0.32% | +54,952+53.5% | Added |
| Dimensional Fund Advisors LP | 186,822 | $265.1M | 0.08% | +534+0.3% | Added |
| FMR LLC | 228,662 | $324.5M | 0.02% | +39,476+20.9% | Added |
| Geode Capital Management, LLC | 238,278 | $338.1M | 0.04% | +6,540+2.8% | Added |
| Wellington Management Group LLP | 239,563 | $339.9M | 0.06% | +41,793+21.1% | Added |
| State Street Corp | 252,986 | $359.0M | 0.02% | +15,742+6.6% | Added |
| JPMorgan Chase & Co | 259,026 | $367.6M | 0.04% | −3,241−1.2% | Reduced |
| Egerton Capital (UK) LLP | 303,079 | $430.1M | 4.66% | −36,642−10.8% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 341,114 | $484.0M | 2.03% | +270+0.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 500,868 | $710.7M | 1.22% | +6,842+1.4% | Added |
| Vanguard Group Inc | 1,017,655 | $1.44B | 0.03% | +6,906+0.7% | Added |
| BlackRock Inc. | 1,285,205 | $1.82B | 0.05% | −35,782−2.7% | Reduced |
| MSD Partners, L.P. | 0 | $0 | 0.00% | −3,687−100.0% | Sold out |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −3,687−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −2,260−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| Auto-Owners Insurance Co | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Mason & Associates Inc | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Saber Capital Managment, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Tradewinds, LLC. | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Community Capital Management, Inc. | – | – | – | – | Not filed |
| Old North State Trust, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |