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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.

Other share classesFCNCBFCNCNFCNCOFCNCP

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.

Institutional holdersQ4 2023: 547 institutions
Q1 2021: 213 institutionsQ2 2021: 218 institutionsQ3 2021: 215 institutionsQ4 2021: 242 institutionsQ1 2022: 354 institutionsQ2 2022: 343 institutionsQ3 2022: 368 institutionsQ4 2022: 395 institutionsQ1 2023: 411 institutionsQ2 2023: 472 institutionsQ3 2023: 498 institutionsQ4 2023: 547 institutionsQ1 2024: 556 institutionsQ2 2024: 575 institutionsQ3 2024: 590 institutionsQ4 2024: 617 institutionsQ1 2025: 611 institutionsQ2 2025: 604 institutionsQ3 2025: 622 institutionsQ4 2025: 652 institutionsQ1 2026: 603 institutionsQ2 2026: 626 institutions
Value heldQ4 2023: $12.4B
Q1 2021: $3.80BQ2 2021: $4.26BQ3 2021: $4.54BQ4 2021: $4.56BQ1 2022: $6.91BQ2 2022: $6.98BQ3 2022: $7.77BQ4 2022: $6.88BQ1 2023: $9.13BQ2 2023: $11.7BQ3 2023: $12.3BQ4 2023: $12.4BQ1 2024: $14.5BQ2 2024: $15.1BQ3 2024: $16.0BQ4 2024: $17.8BQ1 2025: $15.3BQ2 2025: $15.8BQ3 2025: $13.0BQ4 2025: $15.5BQ1 2026: $13.2BQ2 2026: $13.8B
Institutions holding FCNCA and their total value by quarter
QuarterHoldersValue
Q2 2026626$13.8B
Q1 2026603$13.2B
Q4 2025652$15.5B
Q3 2025622$13.0B
Q2 2025604$15.8B
Q1 2025611$15.3B
Q4 2024617$17.8B
Q3 2024590$16.0B
Q2 2024575$15.1B
Q1 2024556$14.5B
Q4 2023547$12.4B
Q3 2023498$12.3B
Q2 2023472$11.7B
Q1 2023411$9.13B
Q4 2022395$6.88B
Q3 2022368$7.77B
Q2 2022343$6.98B
Q1 2022354$6.91B
Q4 2021242$4.56B
Q3 2021215$4.54B
Q2 2021218$4.26B
Q1 2021213$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.

Institutions holding FCNCA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Loomis Sayles & Co L P12$17.0K0.00%−3−20.0%Reduced
Versant Capital Management, Inc11$15.6K0.00%00.0%Unchanged
Parkside Financial Bank & Trust11$15.6K0.00%+1+10.0%Added
Caldwell Sutter Capital, Inc.10$14.2K0.01%00.0%Unchanged
Financial Management Professionals, Inc.10$14.0K0.00%+10New
Rise Advisors, LLC9$13.0K0.01%00.0%Unchanged
JJJ Advisors Inc.9$12.8K0.00%−1−10.0%Reduced
Oliver Lagore Vanvalin Investment Group9$12.8K0.00%00.0%Unchanged
Allworth Financial LP9$12.8K0.00%+2+28.6%Added
Rakuten Investment Management, Inc.8$11.5K0.00%+8New
Huntington National Bank8$11.4K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC8$11.4K0.00%00.0%Unchanged
Bell Investment Advisors, Inc8$11.4K0.00%00.0%Unchanged
Leonteq Securities AG8$11.4K0.00%+8New
Atlas Capital Advisors LLC8$11.4K0.00%00.0%Unchanged
Spire Wealth Management8$11.3K0.00%00.0%Unchanged
Arlington Trust Co LLC7$9.93K0.00%+7New
Global Retirement Partners, LLC7$9.66K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC6$8.51K0.00%00.0%Unchanged
Larson Financial Group LLC6$8.51K0.00%+6New
Bruce G. Allen Investments, LLC6$8.51K0.01%+6New
FSA Wealth Management LLC4$6.00K0.00%+4New
Private Trust Co NA4$5.68K0.00%00.0%Unchanged
Glassman Wealth Services4$5.68K0.00%00.0%Unchanged
Jones Financial Companies LLLP4$5.68K0.00%+2+100.0%Added
SJS Investment Consulting Inc.3$4.26K0.00%00.0%Unchanged
Sandy Spring Bank3$4.26K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.3$4.26K0.00%00.0%Unchanged
Sittner & Nelson, LLC3$4.26K0.00%00.0%Unchanged
Red Tortoise LLC3$4.26K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC3$4.26K0.00%+3New
Rakuten Securities, Inc.3$4.26K0.00%+3New
Chesapeake Asset Management LLC3$4.26K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)2$3.00K0.00%−2−50.0%Reduced
Lee Financial Co2$2.84K0.00%00.0%Unchanged
Hoey Investments, Inc2$2.84K0.00%00.0%Unchanged
Quarry LP2$2.84K0.00%+2New
DiNuzzo Private Wealth, Inc.2$2.84K0.00%+2New
Sachetta, LLC2$2.84K0.00%+2New
Kayne Anderson Rudnick Investment Management LLC1$1.67K0.00%+1New
Massmutual Trust Co FSB1$1.42K0.00%00.0%Unchanged
Gradient Investments LLC1$1.42K0.00%00.0%Unchanged
Raffa Wealth Management, LLC1$1.42K0.00%00.0%Unchanged
WealthCollab, LLC1$1.42K0.00%+1New
Whittier Trust Co1$1.42K0.00%−3−75.0%Reduced
Avion Wealth1$1.00K0.00%00.0%Unchanged
Sofos Investments, Inc.0$3160.00%0Unchanged
MSD Partners, L.P.0$00.00%−3,687−100.0%Sold out
Silphium Asset Management Ltd0$00.00%−3,687−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−2,260−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−1,524−100.0%Sold out
Auto-Owners Insurance Co0$00.00%−1,145−100.0%Sold out
FORA Capital, LLC0$00.00%−1,100−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−586−100.0%Sold out
CenterBook Partners LP0$00.00%−544−100.0%Sold out
Capula Management Ltd0$00.00%−360−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−319−100.0%Sold out
Twin Tree Management, LP0$00.00%−316−100.0%Sold out
Keebeck Alpha, LP0$00.00%−195−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−195−100.0%Sold out
Veriti Management LLC0$00.00%−183−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−180−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−178−100.0%Sold out
Mason & Associates Inc0$00.00%−171−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−170−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−155−100.0%Sold out
Riverview Trust Co0$00.00%−30−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−7−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−6−100.0%Sold out
Earnest Partners LLC0$00.00%−5−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−4−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−3−100.0%Sold out
Legacy Financial Group LLC0$00.00%−3−100.0%Sold out
RFP Financial Group LLC0$00.00%−3−100.0%Sold out
Headinvest, LLC0$00.00%−3−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−2−100.0%Sold out
Washington Trust Co0$00.00%−2−100.0%Sold out
Glass Jacobson Investment Advisors llc0$00.00%−1−100.0%Sold out
Harbour Investments, Inc.0$00.00%−1−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−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