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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 600 | $851.4K | 0.11% | 00.0% | Unchanged |
| Polianta Ltd | 600 | $851.0K | 0.50% | −200−25.0% | Reduced |
| Neuberger Berman Group LLC | 592 | $840.3K | 0.00% | −483−44.9% | Reduced |
| SG Americas Securities, LLC | 591 | $839.0K | 0.01% | −935−61.3% | Reduced |
| Aigen Investment Management, LP | 576 | $817.3K | 0.15% | −84−12.7% | Reduced |
| CIBC World Markets Inc. | 568 | $806.0K | 0.00% | +568 | New |
| Physicians Financial Services, Inc. | 550 | $780.0K | 0.30% | 00.0% | Unchanged |
| GWM Advisors LLC | 536 | $774.7K | 0.01% | +5+0.9% | Added |
| Sequoia Financial Advisors, LLC | 538 | $763.4K | 0.01% | +255+90.1% | Added |
| Toroso Investments, LLC | 530 | $752.1K | 0.02% | −526−49.8% | Reduced |
| Xponance, Inc. | 529 | $750.6K | 0.01% | −19−3.5% | Reduced |
| Resources Investment Advisors, LLC. | 529 | $750.6K | 0.01% | −3−0.6% | Reduced |
| Mill Capital Management, LLC | 525 | $745.0K | 0.07% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 522 | $740.7K | 0.02% | −795−60.4% | Reduced |
| Toth Financial Advisory Corp | 520 | $737.9K | 0.10% | +520 | New |
| Whitener Capital Management, Inc. | 520 | $737.9K | 0.27% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 504 | $715.2K | 0.01% | +504 | New |
| Bridgeway Capital Management, LLC | 500 | $709.5K | 0.02% | −3,500−87.5% | Reduced |
| Fox Run Management, L.L.C. | 487 | $691.0K | 0.18% | +487 | New |
| Pettinga Financial Advisors, LLC | 485 | $688.2K | 0.18% | 00.0% | Unchanged |
| Laurion Capital Management LP | 477 | $676.8K | 0.02% | +477 | New |
| Tandem Capital Management Corp | 459 | $651.3K | 0.40% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 460 | $650.0K | 0.00% | +42+10.0% | Added |
| Exencial Wealth Advisors, LLC | 458 | $649.9K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 451 | $640.0K | 0.02% | +1+0.2% | Added |
| Symmetry Partners, LLC | 439 | $631.0K | 0.03% | +19+4.5% | Added |
| Park Avenue Securities LLC | 443 | $629.0K | 0.01% | +161+57.1% | Added |
| Private Capital Advisors, Inc. | 439 | $623.0K | 0.09% | 00.0% | Unchanged |
| Greenleaf Trust | 435 | $617.3K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 429 | $608.7K | 0.04% | +2+0.5% | Added |
| Ritholtz Wealth Management | 428 | $607.4K | 0.02% | +64+17.6% | Added |
| Burns Matteson Capital Management, LLC | 422 | $599.2K | 0.42% | −17−3.9% | Reduced |
| Vinva Investment Management Ltd | 415 | $596.6K | 0.04% | +157+60.9% | Added |
| JT Stratford LLC | 420 | $596.0K | 0.14% | +131+45.3% | Added |
| Bartlett & Co. Wealth Management LLC | 405 | $582.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 405 | $582.0K | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 406 | $576.1K | 0.00% | −15,509−97.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 402 | $570.4K | 0.05% | +402 | New |
| Trust Co of the South | 400 | $567.6K | 0.15% | +400 | New |
| Burney Co | 398 | $564.4K | 0.02% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 398 | $564.0K | 0.03% | +398 | New |
| Quantbot Technologies LP | 393 | $557.7K | 0.03% | +393 | New |
| Candriam Luxembourg S.C.A. | 385 | $546.3K | 0.00% | −159−29.2% | Reduced |
| Commerce Bank | 379 | $537.8K | 0.00% | +188+98.4% | Added |
| Blueshift Asset Management, LLC | 373 | $529.3K | 0.28% | +221+145.4% | Added |
| Kestra Advisory Services, LLC | 369 | $523.0K | 0.00% | +369 | New |
| XTX Topco Ltd | 363 | $515.1K | 0.11% | −331−47.7% | Reduced |
| Ancora Advisors, LLC | 363 | $515.1K | 0.01% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 363 | $515.0K | 0.21% | +363 | New |
| Private Advisor Group, LLC | 358 | $508.0K | 0.00% | −2−0.6% | Reduced |
| Canandaigua National Bank & Trust Co | 352 | $499.5K | 0.08% | −3−0.8% | Reduced |
| Pearl River Capital, LLC | 342 | $485.3K | 0.08% | +133+63.6% | Added |
| CIBC Asset Management Inc | 341 | $483.9K | 0.00% | +56+19.6% | Added |
| Mount Lucas Management LP | 341 | $483.9K | 0.17% | +341 | New |
| Level Four Advisory Services, LLC | 339 | $481.2K | 0.03% | 00.0% | Unchanged |
| APG Asset Management N.V. | 372 | $477.9K | 0.00% | −28−7.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 329 | $466.8K | 0.00% | +172+109.6% | Added |
| Nicholas Investment Partners, LP | 327 | $464.0K | 0.05% | +327 | New |
| One Wealth Advisors, LLC | 325 | $461.2K | 0.09% | +24+8.0% | Added |
| Forum Financial Management, LP | 320 | $454.1K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 316 | $448.4K | 0.03% | +36+12.9% | Added |
| Oracle Alpha Inc. | 314 | $445.6K | 0.58% | +314 | New |
| Cetera Investment Advisers | 310 | $440.0K | 0.00% | +84+37.2% | Added |
| Marmo Financial Group, LLC | 307 | $435.6K | 0.33% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 305 | $434.0K | 0.00% | +2+0.7% | Added |
| CIBC World Markets Corp | 301 | $427.1K | 0.00% | +301 | New |
| D.A. Davidson & Co. | 300 | $425.7K | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 300 | $425.7K | 1.30% | +100+50.0% | Added |
| Capstone Investment Advisors, LLC | 295 | $418.6K | 0.01% | −12−3.9% | Reduced |
| Cresset Asset Management, LLC | 291 | $413.1K | 0.00% | +12+4.3% | Added |
| MAI Capital Management | 286 | $405.9K | 0.01% | +50+21.2% | Added |
| TriaGen Wealth Management LLC | 286 | $405.8K | 0.19% | +9+3.2% | Added |
| Ossiam | 284 | $403.0K | 0.01% | −1−0.4% | Reduced |
| Lincoln National Corp | 277 | $393.4K | 0.01% | +7+2.6% | Added |
| Marathon Capital Management | 275 | $390.2K | 0.10% | +120+77.4% | Added |
| AIA Group Ltd | 269 | $381.7K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 266 | $377.4K | 0.00% | +69+35.0% | Added |
| MetLife Investment Management | 261 | $370.4K | 0.00% | −4−1.5% | Reduced |
| Degroof Petercam Asset Management | 260 | $368.9K | 0.00% | +260 | New |
| SYSTM Wealth Solutions LLC | 260 | $368.9K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 257 | $364.7K | 0.01% | +87+51.2% | Added |
| Mercer Global Advisors Inc | 256 | $363.0K | 0.00% | +19+8.0% | Added |
| Signaturefd, LLC | 253 | $359.0K | 0.01% | +21+9.1% | Added |
| Quent Capital, LLC | 249 | $353.5K | 0.05% | +10+4.2% | Added |
| Benjamin Edwards Inc | 248 | $352.0K | 0.08% | +28+12.7% | Added |
| Ieq Capital, LLC | 248 | $351.9K | 0.01% | +67+37.0% | Added |
| Bank of Nova Scotia | 248 | $351.9K | 0.00% | +3+1.2% | Added |
| Triangle Securities Wealth Management | 241 | $342.0K | 0.11% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 239 | $339.1K | 0.03% | +239 | New |
| Eudaimonia Partners, LLC | 236 | $334.9K | 0.09% | +236 | New |
| Alps Advisors Inc | 235 | $333.5K | 0.00% | −15−6.0% | Reduced |
| Old National Bancorp | 233 | $330.6K | 0.01% | +233 | New |
| First Bank & Trust | 232 | $329.2K | 0.08% | +22+10.5% | Added |
| Wetherby Asset Management Inc | 227 | $322.1K | 0.02% | −10−4.2% | Reduced |
| Inceptionr LLC | 225 | $319.3K | 0.23% | −101−31.0% | Reduced |
| Aptus Capital Advisors, LLC | 224 | $317.8K | 0.01% | −4−1.8% | Reduced |
| Vestcor Inc | 222 | $315.0K | 0.01% | −2−0.9% | Reduced |
| 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 |