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 |
|---|---|---|---|---|---|
| Mount Lucas Management LP | 312 | $510.1K | 0.17% | −29−8.5% | Reduced |
| Private Advisor Group, LLC | 313 | $511.8K | 0.00% | −45−12.6% | Reduced |
| Forum Financial Management, LP | 320 | $523.2K | 0.01% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 327 | $534.6K | 0.05% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 340 | $555.9K | 0.08% | −12−3.4% | Reduced |
| Pearl River Capital, LLC | 342 | $559.2K | 0.09% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 342 | $559.2K | 0.00% | +1+0.3% | Added |
| Burney Co | 343 | $560.4K | 0.02% | −55−13.8% | Reduced |
| APG Asset Management N.V. | 372 | $563.2K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 348 | $569.0K | 0.00% | −2,039−85.4% | Reduced |
| Corton Capital Inc. | 350 | $572.3K | 0.21% | −369−51.3% | Reduced |
| CSS LLC | 350 | $572.3K | 0.05% | +350 | New |
| Benjamin Edwards Inc | 351 | $574.0K | 0.11% | +103+41.5% | Added |
| Vinva Investment Management Ltd | 352 | $575.5K | 0.03% | −63−15.2% | Reduced |
| Commonwealth Equity Services, LLC | 355 | $581.0K | 0.00% | +50+16.4% | Added |
| Capstone Investment Advisors, LLC | 360 | $588.6K | 0.01% | +65+22.0% | Added |
| Ancora Advisors, LLC | 363 | $593.5K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 364 | $595.1K | 0.02% | −158−30.3% | Reduced |
| Midwest Professional Planners, LTD. | 374 | $611.5K | 0.21% | +374 | New |
| Kestra Advisory Services, LLC | 375 | $612.7K | 0.00% | +6+1.6% | Added |
| Inceptionr LLC | 375 | $613.1K | 0.16% | +150+66.7% | Added |
| Commerce Bank | 381 | $622.9K | 0.00% | +2+0.5% | Added |
| Plato Investment Management Ltd | 384 | $627.8K | 0.06% | +356+1,271.4% | Added |
| Shell Asset Management Co | 381 | $641.0K | 0.03% | +308+421.9% | Added |
| Ritholtz Wealth Management | 394 | $644.3K | 0.02% | −34−7.9% | Reduced |
| Cynosure Management, LLC | 399 | $652.4K | 0.12% | +399 | New |
| Trust Co of the South | 400 | $654.0K | 0.15% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 403 | $659.0K | 0.01% | +403 | New |
| Bartlett & Co. Wealth Management LLC | 405 | $662.2K | 0.01% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 410 | $670.4K | 0.01% | +150+57.7% | Added |
| CIBC World Markets Corp | 415 | $678.5K | 0.00% | +114+37.9% | Added |
| Neuberger Berman Group LLC | 416 | $680.5K | 0.00% | −176−29.7% | Reduced |
| Savant Capital, LLC | 417 | $681.8K | 0.01% | +417 | New |
| Exencial Wealth Advisors, LLC | 425 | $694.9K | 0.03% | −33−7.2% | Reduced |
| Greenleaf Trust | 434 | $709.6K | 0.01% | −1−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 435 | $711.0K | 0.01% | −279−39.1% | Reduced |
| Macquarie Group Ltd | 439 | $717.7K | 0.00% | −514−53.9% | Reduced |
| Private Capital Advisors, Inc. | 439 | $718.0K | 0.09% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 444 | $725.0K | 0.04% | +46+11.6% | Added |
| Kestra Private Wealth Services, LLC | 448 | $732.5K | 0.02% | −3−0.7% | Reduced |
| Park Avenue Securities LLC | 450 | $736.0K | 0.01% | +7+1.6% | Added |
| HighTower Advisors, LLC | 450 | $738.0K | 0.00% | −10−2.2% | Reduced |
| Symmetry Partners, LLC | 453 | $741.0K | 0.06% | +14+3.2% | Added |
| Jefferies Financial Group Inc. | 456 | $745.6K | 0.02% | +456 | New |
| Candriam Luxembourg S.C.A. | 458 | $748.8K | 0.00% | +73+19.0% | Added |
| Peterson Wealth Services | 458 | $749.5K | 0.27% | +297+184.5% | Added |
| Tandem Capital Management Corp | 459 | $750.5K | 0.43% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 469 | $766.8K | 0.01% | +277+144.3% | Added |
| Laurion Capital Management LP | 477 | $779.9K | 0.02% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 485 | $793.0K | 0.20% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 500 | $817.5K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 512 | $837.1K | 0.00% | −649−55.9% | Reduced |
| GWM Advisors LLC | 519 | $849.0K | 0.01% | −17−3.2% | Reduced |
| Whitener Capital Management, Inc. | 520 | $850.2K | 0.28% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 523 | $855.1K | 0.01% | +340+185.8% | Added |
| Mill Capital Management, LLC | 525 | $858.4K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 530 | $866.5K | 0.01% | +1+0.2% | Added |
| MRP Capital Investments, LLC | 535 | $874.7K | 0.88% | +535 | New |
| Physicians Financial Services, Inc. | 550 | $899.0K | 0.32% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 555 | $908.0K | 0.12% | +555 | New |
| Jump Financial, LLC | 566 | $925.4K | 0.03% | +566 | New |
| Toroso Investments, LLC | 592 | $967.9K | 0.02% | +62+11.7% | Added |
| MBL Wealth, LLC | 600 | $981.0K | 0.11% | 00.0% | Unchanged |
| Polianta Ltd | 600 | $981.0K | 0.48% | 00.0% | Unchanged |
| Holderness Investments Co | 606 | $990.8K | 0.24% | 00.0% | Unchanged |
| Tradewinds, LLC. | 607 | $991.9K | 0.88% | +607 | New |
| Penserra Capital Management LLC | 607 | $992.0K | 0.01% | −5−0.8% | Reduced |
| Financial Security Advisor, Inc. | 610 | $996.7K | 0.35% | +1+0.2% | Added |
| Raymond James Trust N.A. | 615 | $1.01M | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 625 | $1.02M | 0.13% | +625 | New |
| M&T Bank Corp | 630 | $1.03M | 0.00% | −66−9.5% | Reduced |
| US Bancorp | 632 | $1.03M | 0.00% | +12+1.9% | Added |
| Hunting Hill Global Capital, LLC | 636 | $1.04M | 0.61% | −1,166−64.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,113 | $1.04M | 0.07% | +506+83.4% | Added |
| SkyView Investment Advisors, LLC | 641 | $1.05M | 0.19% | +641 | New |
| Amalgamated Bank | 653 | $1.07M | 0.01% | −1,274−66.1% | Reduced |
| HighVista Strategies LLC | 661 | $1.08M | 0.39% | −500−43.1% | Reduced |
| JustInvest LLC | 682 | $1.12M | 0.02% | +21+3.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 695 | $1.14M | 0.00% | −711−50.6% | Reduced |
| Affinity Investment Advisors, LLC | 698 | $1.14M | 0.83% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 700 | $1.14M | 0.29% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 706 | $1.15M | 1.11% | +1+0.1% | Added |
| BKD Wealth Advisors, LLC | 708 | $1.16M | 0.03% | −426−37.6% | Reduced |
| Panagora Asset Management Inc | 713 | $1.17M | 0.01% | 00.0% | Unchanged |
| Mayport, LLC | 715 | $1.17M | 0.45% | −54−7.0% | Reduced |
| Qsemble Capital Management, LP | 727 | $1.19M | 0.26% | +727 | New |
| Daiwa Securities Group Inc. | 734 | $1.20M | 0.01% | −17−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 759 | $1.24M | 0.05% | −97−11.3% | Reduced |
| Smith, Salley & Associates | 760 | $1.24M | 0.10% | +3+0.4% | Added |
| Maryland State Retirement & Pension System | 828 | $1.28M | 0.03% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 784 | $1.28M | 0.00% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 800 | $1.31M | 0.06% | +600+300.0% | Added |
| Bessemer Group Inc | 805 | $1.32M | 0.00% | +775+2,583.3% | Added |
| Blair William & Co | 808 | $1.32M | 0.00% | −9−1.1% | Reduced |
| Synovus Financial Corp | 831 | $1.36M | 0.02% | +48+6.1% | Added |
| STRS Ohio | 839 | $1.37M | 0.01% | +36+4.5% | Added |
| Ostrum Asset Management | 840 | $1.37M | 0.11% | +751+843.8% | Added |
| Mariner, LLC | 844 | $1.38M | 0.00% | −14−1.6% | Reduced |
| Independent Financial Group, LLC | 845 | $1.38M | 0.06% | +34+4.2% | Added |
| Cook Wealth Management Group LLC | 824 | $1.41M | 0.85% | −12−1.4% | Reduced |