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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, Q1 2024

Institutional positions in First Citizens Bancshares Inc as of Mar 31, 2024. 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
556
+18 vs. Q4 2023
Shares held
8.86M
+183.6K (+2.1%) vs. Q4 2023
Total value
$14.5B
+$2.16B (+17.6%) vs. Q4 2023
New holders
77
175 more added
Sold out
59
196 more reduced

9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 556 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 heldQ1 2024: $14.5B
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, Q1 2024

Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q4 2023.

Institutions holding FCNCA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.1$1.64K0.00%−2−66.7%Reduced
Raffa Wealth Management, LLC1$1.64K0.00%00.0%Unchanged
WealthCollab, LLC1$1.64K0.00%00.0%Unchanged
Whittier Trust Co1$1.64K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$1.64K0.00%+1New
Hilltop National Bank1$1.64K0.00%+1New
WR Wealth Planners, LLC1$1.64K0.00%+1New
Kayne Anderson Rudnick Investment Management LLC1$1.92K0.00%00.0%Unchanged
Avion Wealth1$2.00K0.00%00.0%Unchanged
Sachetta, LLC2$2.84K0.00%00.0%Unchanged
EntryPoint Capital, LLC2$3.27K0.00%−35−94.6%Reduced
Hoey Investments, Inc2$3.27K0.00%00.0%Unchanged
Harbour Investments, Inc.2$3.27K0.00%+2New
Albion Financial Group2$3.27K0.00%+2New
Institutional & Family Asset Management, LLC2$3.27K0.00%+2New
Laurel Wealth Advisors LLC2$3.27K0.00%+2New
Fortitude Family Office, LLC2$3.27K0.00%+2New
Sofos Investments, Inc.2$4.67K0.00%+2Added
Bruce G. Allen Investments, LLC3$4.91K0.00%−3−50.0%Reduced
FSA Wealth Management LLC3$4.91K0.00%−1−25.0%Reduced
Sandy Spring Bank3$4.91K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.3$4.91K0.00%00.0%Unchanged
Sittner & Nelson, LLC3$4.91K0.00%00.0%Unchanged
Red Tortoise LLC3$4.91K0.00%00.0%Unchanged
Chesapeake Asset Management LLC3$4.91K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.3$4.91K0.00%+1+50.0%Added
Massmutual Trust Co FSB3$4.91K0.00%+2+200.0%Added
Westend Capital Management, LLC3$4.91K0.00%+3New
Umb Bank N A4$6.54K0.00%−30−88.2%Reduced
Private Trust Co NA4$6.54K0.00%00.0%Unchanged
SJS Investment Consulting Inc.4$6.54K0.00%+1+33.3%Added
Frazier Financial Advisors, LLC4$6.54K0.01%+1+33.3%Added
First Command Advisory Services, Inc.4$6.54K0.00%+4New
Geneos Wealth Management Inc.5$8.18K0.00%−35−87.5%Reduced
Larson Financial Group LLC6$9.81K0.00%00.0%Unchanged
Jones Financial Companies LLLP6$9.81K0.00%+2+50.0%Added
Arlington Trust Co LLC7$11.4K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$11.4K0.00%+7New
First Horizon Advisors, Inc.8$13.1K0.00%−8−50.0%Reduced
JFS Wealth Advisors, LLC8$13.1K0.00%00.0%Unchanged
Bell Investment Advisors, Inc8$13.1K0.00%00.0%Unchanged
Atlas Capital Advisors LLC8$13.1K0.00%00.0%Unchanged
Global Retirement Partners, LLC8$13.1K0.00%+1+14.3%Added
Allworth Financial LP9$14.7K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group9$14.7K0.00%00.0%Unchanged
Rise Advisors, LLC9$15.0K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.10$16.4K0.01%00.0%Unchanged
Leonteq Securities AG10$16.4K0.00%+2+25.0%Added
Harbor Investment Advisory, LLC10$16.4K0.00%+4+66.7%Added
Versant Capital Management, Inc11$18.0K0.01%00.0%Unchanged
JJJ Advisors Inc.11$18.0K0.00%+2+22.2%Added
Huntington National Bank13$21.3K0.00%+5+62.5%Added
CoreCap Advisors, LLC13$21.3K0.00%+13New
PFS Partners, LLC13$21.4K0.01%00.0%Unchanged
Parkside Financial Bank & Trust14$22.9K0.00%+3+27.3%Added
Beaird Harris Wealth Management, LLC15$24.5K0.00%00.0%Unchanged
Mather Group, LLC.19$27.0K0.00%+19New
Lindbrook Capital, LLC17$27.8K0.00%−3−15.0%Reduced
Carolinas Wealth Consulting LLC17$27.8K0.01%00.0%Unchanged
ORG Partners LLC18$28.9K0.06%+18New
Quest Partners LLC18$29.4K0.01%+1+5.9%Added
LGT Financial Advisors LLC19$31.1K0.04%00.0%Unchanged
LRI Investments, LLC20$32.7K0.01%+20New
GAMMA Investing LLC22$36.0K0.01%+2+10.0%Added
Private Wealth Management Group, LLC23$37.6K0.02%−11−32.4%Reduced
Harvest Fund Management Co., Ltd30$49.0K0.00%−7−18.9%Reduced
Ronald Blue Trust, Inc.30$49.0K0.00%+10+50.0%Added
Riverview Trust Co30$49.0K0.04%+30New
Bokf, NA31$49.8K0.00%−10−24.4%Reduced
Fifth Third Bancorp31$50.7K0.00%+12+63.2%Added
Farther Finance Advisors, LLC34$54.6K0.00%+2+6.3%Added
Proequities, Inc.41$67.0K0.00%+13+46.4%Added
Benjamin F. Edwards & Company, Inc.45$74.0K0.00%−1−2.2%Reduced
AlphaCentric Advisors LLC46$75.2K0.05%−7−13.2%Reduced
Accent Capital Management, LLC50$81.8K0.07%00.0%Unchanged
State of Wyoming53$86.7K0.01%−61−53.5%Reduced
Newbridge Financial Services Group, Inc.59$96.5K0.04%+30+103.4%Added
GeoWealth Management, LLC65$106.3K0.00%+15+30.0%Added
National Bank of Canada62$107.6K0.00%+1+1.6%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC68$111.2K0.01%+68New
Steward Partners Investment Advisory, LLC68$111.7K0.00%−1−1.4%Reduced
Toth Financial Advisory Corp69$112.8K0.01%−451−86.7%Reduced
EverSource Wealth Advisors, LLC67$113.0K0.01%+1+1.5%Added
Parallel Advisors, LLC76$124.3K0.00%+15+24.6%Added
Northwestern Mutual Wealth Management Co86$140.6K0.00%−12−12.2%Reduced
Rakuten Investment Management, Inc.88$143.9K0.00%+80+1,000.0%Added
American International Group, Inc.100$163.5K0.00%00.0%Unchanged
Colonial Trust Co113$184.8K0.03%−1−0.9%Reduced
Stonebridge Capital Management Inc124$203.0K0.09%+124New
Moody National Bank Trust Division125$204.4K0.02%+125New
Modera Wealth Management, LLC125$204.4K0.00%+125New
McCollum Christoferson Group LLC125$204.4K0.06%+125New
Metis Global Partners, LLC127$207.6K0.01%−17−11.8%Reduced
Quantum Financial Advisors, LLC129$210.9K0.04%+129New
Simon Quick Advisors, LLC129$210.9K0.02%+129New
Journey Strategic Wealth LLC130$212.6K0.01%+130New
Walleye Capital LLC131$214.2K0.00%−1,731−93.0%Reduced
Ci Investments Inc.134$219.0K0.00%−4−2.9%Reduced
Buckingham Strategic Wealth, LLC135$220.7K0.00%+135New
Veriti Management LLC135$220.8K0.02%+135New