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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 215 | $305.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 209 | $297.0K | 0.20% | +20+10.6% | Added |
| Baird Financial Group, Inc. | 209 | $296.6K | 0.00% | −1−0.5% | Reduced |
| WealthShield Partners, LLC | 208 | $295.1K | 0.05% | +208 | New |
| Affinity Wealth Management LLC | 205 | $290.9K | 0.06% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 205 | $290.5K | 0.02% | −21−9.3% | Reduced |
| Greenwich Wealth Management LLC | 204 | $290.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 205 | $290.0K | 0.00% | +18+9.6% | Added |
| GTS Securities LLC | 202 | $286.6K | 0.01% | +202 | New |
| 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 |
| Balentine LLC | 199 | $282.4K | 0.01% | +16+8.7% | Added |
| Smartleaf Asset Management LLC | 195 | $280.3K | 0.07% | +195 | New |
| Machina Capital S.A.S. | 197 | $279.5K | 0.18% | +197 | New |
| 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 |
| IFP Advisors, Inc | 195 | $276.7K | 0.01% | +40+25.8% | Added |
| Vontobel Holding Ltd. | 192 | $272.4K | 0.00% | −13−6.3% | Reduced |
| Meitav Dash Investments Ltd | 189 | $271.7K | 0.00% | +189 | 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 |
| Advisory Services Network, LLC | 187 | $265.5K | 0.01% | +187 | New |
| Dorsey & Whitney Trust CO LLC | 187 | $265.3K | 0.02% | −2−1.1% | Reduced |
| Merrion Investment Management Co, LLC | 186 | $263.9K | 0.21% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 184 | $261.1K | 0.01% | +184 | New |
| Wolverine Trading, LLC | 183 | $259.7K | 0.00% | −406−68.9% | Reduced |
| Vident Advisory, LLC | 181 | $256.8K | 0.01% | +181 | New |
| Gotham Asset Management, LLC | 180 | $255.4K | 0.00% | −53−22.7% | Reduced |
| First Heartland Consultants, Inc. | 176 | $250.0K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 174 | $246.9K | 0.02% | −8−4.4% | Reduced |
| Dark Forest Capital Management LP | 173 | $245.5K | 0.04% | −479−73.5% | Reduced |
| Transcend Wealth Collective, LLC | 172 | $244.1K | 0.02% | −2−1.1% | Reduced |
| C M Bidwell & Associates Ltd | 169 | $239.8K | 0.18% | +169 | New |
| Quadrant Capital Group LLC | 165 | $234.1K | 0.02% | +7+4.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 162 | $230.0K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 161 | $228.6K | 0.10% | +161 | New |
| Envestnet Portfolio Solutions, Inc. | 161 | $228.6K | 0.00% | +7+4.5% | Added |
| Oak Thistle LLC | 160 | $227.0K | 0.07% | +160 | New |
| Connable Office Inc | 157 | $222.8K | 0.03% | −75−32.3% | Reduced |
| American Trust | 157 | $222.8K | 0.02% | −34−17.8% | Reduced |
| LexAurum Advisors, LLC | 156 | $221.3K | 0.06% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 153 | $217.1K | 0.00% | +97+173.2% | Added |
| Tocqueville Asset Management L.P. | 153 | $217.1K | 0.00% | +153 | New |
| Profund Advisors LLC | 149 | $211.4K | 0.01% | +149 | New |
| Metis Global Partners, LLC | 144 | $204.3K | 0.01% | −30−17.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 144 | $204.3K | 0.06% | +144 | New |
| Algert Global LLC | 141 | $200.1K | 0.01% | +141 | New |
| Ci Investments Inc. | 138 | $196.0K | 0.00% | +26+23.2% | Added |
| Venturi Wealth Management, LLC | 132 | $187.3K | 0.01% | +120+1,000.0% | Added |
| Kapitalo Investimentos Ltda | 131 | $185.9K | 0.04% | −26−16.6% | Reduced |
| Salem Investment Counselors Inc | 115 | $163.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 114 | $161.8K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 114 | $161.8K | 0.03% | +67+142.6% | Added |
| American International Group, Inc. | 100 | $141.9K | 0.00% | −3−2.9% | Reduced |
| UniSuper Management Pty Ltd | 100 | $141.9K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 100 | $141.9K | 0.01% | +100 | New |
| Northwestern Mutual Wealth Management Co | 98 | $139.1K | 0.00% | −2−2.0% | Reduced |
| PEAK6 Investments LLC | 94 | $132.7K | 0.01% | −193−67.2% | Reduced |
| Ostrum Asset Management | 89 | $126.3K | 0.01% | −173−66.0% | Reduced |
| Desjardins Global Asset Management Inc. | 85 | $120.6K | 0.01% | +12+16.4% | Added |
| Shell Asset Management Co | 73 | $104.0K | 0.00% | −103−58.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 69 | $98.3K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 67 | $95.1K | 0.02% | +67 | New |
| EverSource Wealth Advisors, LLC | 66 | $93.7K | 0.01% | +1+1.5% | Added |
| National Bank of Canada | 61 | $87.7K | 0.00% | +3+5.2% | Added |
| Acadian Asset Management LLC | 62 | $87.0K | 0.00% | +62 | New |
| Parallel Advisors, LLC | 61 | $86.6K | 0.00% | −1−1.6% | Reduced |
| Natixis | 57 | $80.9K | 0.00% | −778−93.2% | Reduced |
| West Tower Group, LLC | 56 | $79.5K | 0.16% | +56 | New |
| AlphaCentric Advisors LLC | 53 | $75.2K | 0.05% | +53 | New |
| GeoWealth Management, LLC | 50 | $71.0K | 0.01% | +6+13.6% | Added |
| Accent Capital Management, LLC | 50 | $70.9K | 0.06% | +50 | New |
| Benjamin F. Edwards & Company, Inc. | 46 | $65.0K | 0.00% | +46 | New |
| Bokf, NA | 41 | $58.2K | 0.00% | +5+13.9% | Added |
| Geneos Wealth Management Inc. | 40 | $56.8K | 0.00% | +1+2.6% | Added |
| EntryPoint Capital, LLC | 37 | $52.5K | 0.05% | +37 | New |
| Harvest Fund Management Co., Ltd | 37 | $52.0K | 0.01% | +29+362.5% | Added |
| Umb Bank N A | 34 | $48.2K | 0.00% | −23−40.4% | Reduced |
| Private Wealth Management Group, LLC | 34 | $48.2K | 0.02% | +34 | New |
| Farther Finance Advisors, LLC | 32 | $45.4K | 0.00% | +6+23.1% | Added |
| Dougherty Wealth Advisers LLC | 31 | $44.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $42.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 30 | $42.6K | 0.00% | +30 | New |
| Bessemer Group Inc | 30 | $42.0K | 0.00% | −37−55.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 29 | $41.1K | 0.02% | +29 | New |
| Proequities, Inc. | 28 | $39.7K | 0.00% | +9+47.4% | Added |
| Plato Investment Management Ltd | 28 | $39.7K | 0.05% | +28 | New |
| GAMMA Investing LLC | 20 | $30.2K | 0.01% | +20 | New |
| Lindbrook Capital, LLC | 20 | $28.4K | 0.00% | −3−13.0% | Reduced |
| Ronald Blue Trust, Inc. | 20 | $27.0K | 0.00% | +10+100.0% | Added |
| Fifth Third Bancorp | 19 | $27.0K | 0.00% | −2−9.5% | Reduced |
| LGT Financial Advisors LLC | 19 | $27.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $24.2K | 0.01% | +7+70.0% | Added |
| Quest Partners LLC | 17 | $24.1K | 0.01% | +17 | New |
| First Horizon Advisors, Inc. | 16 | $22.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 15 | $21.3K | 0.00% | +15 | New |
| Live Oak Investment Partners | – | $19.9K | 0.02% | – | – |
| PFS Partners, LLC | 13 | $18.6K | 0.01% | 00.0% | Unchanged |