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, 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keel Point, LLC | 139 | $227.3K | 0.02% | +139 | New |
| Smartleaf Asset Management LLC | 141 | $228.0K | 0.04% | −54−27.7% | Reduced |
| Delap Wealth Advisory, LLC | 140 | $228.9K | 0.09% | +140 | New |
| Tocqueville Asset Management L.P. | 141 | $230.5K | 0.00% | −12−7.8% | Reduced |
| Personal Cfo Solutions, LLC | 141 | $230.6K | 0.04% | +141 | New |
| Heritage Trust Co | 142 | $232.2K | 0.03% | +142 | New |
| Woodard & Co Asset Management Group Inc | 144 | $235.4K | 0.06% | 00.0% | Unchanged |
| AIA Group Ltd | 145 | $237.1K | 0.01% | −124−46.1% | Reduced |
| American Trust | 146 | $238.7K | 0.02% | −11−7.0% | Reduced |
| Oracle Alpha Inc. | 147 | $240.3K | 0.43% | −167−53.2% | Reduced |
| Federated Hermes, Inc. | 147 | $240.3K | 0.00% | −6−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 150 | $245.3K | 0.01% | −116−43.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 150 | $245.3K | 0.01% | +150 | New |
| Blueshift Asset Management, LLC | 154 | $251.8K | 0.13% | −219−58.7% | Reduced |
| Beacon Pointe Advisors, LLC | 154 | $251.8K | 0.00% | +154 | New |
| Salem Investment Counselors Inc | 155 | $253.4K | 0.01% | +40+34.8% | Added |
| LexAurum Advisors, LLC | 156 | $255.3K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 157 | $256.7K | 0.01% | +127+423.3% | Added |
| Connable Office Inc | 158 | $258.3K | 0.03% | +1+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 159 | $260.0K | 0.00% | +159 | New |
| Quadrant Capital Group LLC | 160 | $261.6K | 0.02% | −5−3.0% | Reduced |
| Empowered Funds, LLC | 161 | $263.2K | 0.00% | +161 | New |
| CIBC Private Wealth Group, LLC | 164 | $263.5K | 0.00% | +164 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 162 | $265.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 171 | $279.6K | 0.00% | −9−5.0% | Reduced |
| Yousif Capital Management, LLC | 171 | $279.6K | 0.00% | +171 | New |
| Transcend Wealth Collective, LLC | 172 | $281.2K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 173 | $282.9K | 0.03% | −1−0.6% | Reduced |
| Tritonpoint Wealth, LLC | 205 | $283.8K | 0.03% | +5+2.5% | Added |
| Dark Forest Capital Management LP | 174 | $284.5K | 0.05% | +1+0.6% | Added |
| First Heartland Consultants, Inc. | 176 | $288.0K | 0.03% | 00.0% | Unchanged |
| Ossiam | 178 | $291.0K | 0.01% | −106−37.3% | Reduced |
| Bleakley Financial Group, LLC | 179 | $292.7K | 0.01% | −17−8.7% | Reduced |
| Simplicity Wealth,LLC | 179 | $292.7K | 0.01% | +179 | New |
| HB Wealth Management, LLC | 180 | $294.3K | 0.00% | −11−5.8% | Reduced |
| Venturi Wealth Management, LLC | 182 | $297.6K | 0.02% | +50+37.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 183 | $299.4K | 0.00% | +22+13.7% | Added |
| Mercer Global Advisors Inc | 186 | $304.0K | 0.00% | −70−27.3% | Reduced |
| Merrion Investment Management Co, LLC | 186 | $304.1K | 0.22% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 186 | $304.1K | 0.05% | +186 | New |
| Dorsey & Whitney Trust CO LLC | 187 | $305.7K | 0.02% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 188 | $307.4K | 0.01% | −1−0.5% | Reduced |
| Guardian Wealth Advisors, LLC | 191 | $312.3K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 191 | $312.3K | 0.01% | +7+3.8% | Added |
| Oppenheimer Asset Management Inc. | 192 | $313.9K | 0.00% | −26−11.9% | Reduced |
| Eqis Capital Management, Inc. | 192 | $314.7K | 0.03% | −13−6.3% | Reduced |
| Vident Advisory, LLC | 195 | $318.8K | 0.01% | +14+7.7% | Added |
| Balentine LLC | 198 | $323.8K | 0.01% | −1−0.5% | Reduced |
| Colonial Trust Advisors | 200 | $327.0K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 200 | $327.0K | 0.00% | +100+100.0% | Added |
| Greenwich Wealth Management LLC | 204 | $334.0K | 0.03% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 205 | $335.2K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 205 | $335.3K | 0.01% | +18+9.6% | Added |
| CWM, LLC | 206 | $336.0K | 0.00% | +1+0.5% | Added |
| WealthShield Partners, LLC | 208 | $340.1K | 0.06% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 209 | $341.7K | 0.07% | −367−63.7% | Reduced |
| Baird Financial Group, Inc. | 209 | $341.7K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 210 | $343.4K | 0.00% | −1,790−89.5% | Reduced |
| Engineers Gate Manager LP | 211 | $345.0K | 0.01% | −3,433−94.2% | Reduced |
| Walleye Trading LLC | 212 | $346.6K | 0.01% | +212 | New |
| B. Metzler seel. Sohn & Co. AG | 215 | $351.5K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 215 | $351.5K | 0.07% | +215 | New |
| Covestor Ltd | 215 | $352.0K | 0.22% | +6+2.9% | Added |
| SG Americas Securities, LLC | 216 | $353.0K | 0.00% | −375−63.5% | Reduced |
| Agf Management Ltd | 219 | $358.1K | 0.00% | +219 | New |
| Brevan Howard Capital Management LP | 220 | $359.7K | 0.03% | −508−69.8% | Reduced |
| Vestcor Inc | 220 | $360.0K | 0.01% | −2−0.9% | Reduced |
| Wetherby Asset Management Inc | 227 | $371.1K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 229 | $374.4K | 0.09% | +38+19.9% | Added |
| Alps Advisors Inc | 231 | $377.7K | 0.00% | −4−1.7% | Reduced |
| Eudaimonia Partners, LLC | 236 | $385.9K | 0.09% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 237 | $387.5K | 0.11% | −4−1.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 239 | $391.0K | 0.19% | −124−34.2% | Reduced |
| First Bank & Trust | 245 | $400.6K | 0.08% | +13+5.6% | Added |
| Aptus Capital Advisors, LLC | 247 | $403.8K | 0.01% | +23+10.3% | Added |
| MAI Capital Management | 249 | $407.3K | 0.00% | −37−12.9% | Reduced |
| Quent Capital, LLC | 250 | $409.1K | 0.05% | +1+0.4% | Added |
| Signaturefd, LLC | 254 | $415.3K | 0.01% | +1+0.4% | Added |
| Coldstream Capital Management Inc | 257 | $420.2K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 258 | $421.8K | 0.03% | −741−74.2% | Reduced |
| SYSTM Wealth Solutions LLC | 260 | $425.1K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 261 | $426.7K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 271 | $443.1K | 0.01% | +38+16.3% | Added |
| Burns Matteson Capital Management, LLC | 272 | $444.7K | 0.29% | −150−35.5% | Reduced |
| Cresset Asset Management, LLC | 274 | $448.2K | 0.00% | −17−5.8% | Reduced |
| CIBC World Markets Inc. | 276 | $451.0K | 0.00% | −292−51.4% | Reduced |
| Old North State Trust, LLC | 278 | $455.0K | 0.38% | +278 | New |
| TriaGen Wealth Management LLC | 284 | $464.3K | 0.19% | −2−0.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 290 | $474.1K | 0.08% | +290 | New |
| Lincoln National Corp | 293 | $478.3K | 0.01% | +16+5.8% | Added |
| One Wealth Advisors, LLC | 293 | $479.1K | 0.08% | −32−9.8% | Reduced |
| Ieq Capital, LLC | 293 | $479.1K | 0.01% | +45+18.1% | Added |
| Level Four Advisory Services, LLC | 339 | $481.2K | 0.03% | 00.0% | Unchanged |
| Marathon Capital Management | 295 | $482.3K | 0.12% | +20+7.3% | Added |
| Cambria Investment Management, L.P. | 297 | $485.6K | 0.03% | −19−6.0% | Reduced |
| IFP Advisors, Inc | 299 | $488.9K | 0.02% | +104+53.3% | Added |
| D.A. Davidson & Co. | 300 | $490.5K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 300 | $490.5K | 0.01% | −238−44.2% | Reduced |
| Marmo Financial Group, LLC | 307 | $501.9K | 0.31% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 308 | $503.6K | 0.04% | +69+28.9% | Added |