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 |
|---|---|---|---|---|---|
| Mill Capital Management, LLC | 525 | $858.4K | 0.07% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 523 | $855.1K | 0.01% | +340+185.8% | Added |
| Whitener Capital Management, Inc. | 520 | $850.2K | 0.28% | 00.0% | Unchanged |
| GWM Advisors LLC | 519 | $849.0K | 0.01% | −17−3.2% | Reduced |
| Allianz Asset Management GmbH | 512 | $837.1K | 0.00% | −649−55.9% | Reduced |
| Bridgeway Capital Management, LLC | 500 | $817.5K | 0.02% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 485 | $793.0K | 0.20% | 00.0% | Unchanged |
| Laurion Capital Management LP | 477 | $779.9K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 469 | $766.8K | 0.01% | +277+144.3% | Added |
| Tandem Capital Management Corp | 459 | $750.5K | 0.43% | 00.0% | Unchanged |
| Peterson Wealth Services | 458 | $749.5K | 0.27% | +297+184.5% | Added |
| Candriam Luxembourg S.C.A. | 458 | $748.8K | 0.00% | +73+19.0% | Added |
| Jefferies Financial Group Inc. | 456 | $745.6K | 0.02% | +456 | New |
| Symmetry Partners, LLC | 453 | $741.0K | 0.06% | +14+3.2% | Added |
| HighTower Advisors, LLC | 450 | $738.0K | 0.00% | −10−2.2% | Reduced |
| Park Avenue Securities LLC | 450 | $736.0K | 0.01% | +7+1.6% | Added |
| Kestra Private Wealth Services, LLC | 448 | $732.5K | 0.02% | −3−0.7% | Reduced |
| Quantitative Investment Management, LLC | 444 | $725.0K | 0.04% | +46+11.6% | Added |
| Private Capital Advisors, Inc. | 439 | $718.0K | 0.09% | 00.0% | Unchanged |
| Macquarie Group Ltd | 439 | $717.7K | 0.00% | −514−53.9% | Reduced |
| ExodusPoint Capital Management, LP | 435 | $711.0K | 0.01% | −279−39.1% | Reduced |
| Greenleaf Trust | 434 | $709.6K | 0.01% | −1−0.2% | Reduced |
| Exencial Wealth Advisors, LLC | 425 | $694.9K | 0.03% | −33−7.2% | Reduced |
| Savant Capital, LLC | 417 | $681.8K | 0.01% | +417 | New |
| Neuberger Berman Group LLC | 416 | $680.5K | 0.00% | −176−29.7% | Reduced |
| CIBC World Markets Corp | 415 | $678.5K | 0.00% | +114+37.9% | Added |
| Degroof Petercam Asset Management | 410 | $670.4K | 0.01% | +150+57.7% | Added |
| Bartlett & Co. Wealth Management LLC | 405 | $662.2K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 403 | $659.0K | 0.01% | +403 | New |
| Trust Co of the South | 400 | $654.0K | 0.15% | 00.0% | Unchanged |
| Cynosure Management, LLC | 399 | $652.4K | 0.12% | +399 | New |
| Ritholtz Wealth Management | 394 | $644.3K | 0.02% | −34−7.9% | Reduced |
| Shell Asset Management Co | 381 | $641.0K | 0.03% | +308+421.9% | Added |
| Plato Investment Management Ltd | 384 | $627.8K | 0.06% | +356+1,271.4% | Added |
| Commerce Bank | 381 | $622.9K | 0.00% | +2+0.5% | Added |
| Inceptionr LLC | 375 | $613.1K | 0.16% | +150+66.7% | Added |
| Kestra Advisory Services, LLC | 375 | $612.7K | 0.00% | +6+1.6% | Added |
| Midwest Professional Planners, LTD. | 374 | $611.5K | 0.21% | +374 | New |
| Graham Capital Management, L.P. | 364 | $595.1K | 0.02% | −158−30.3% | Reduced |
| Ancora Advisors, LLC | 363 | $593.5K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 360 | $588.6K | 0.01% | +65+22.0% | Added |
| Commonwealth Equity Services, LLC | 355 | $581.0K | 0.00% | +50+16.4% | Added |
| Vinva Investment Management Ltd | 352 | $575.5K | 0.03% | −63−15.2% | Reduced |
| Benjamin Edwards Inc | 351 | $574.0K | 0.11% | +103+41.5% | Added |
| Corton Capital Inc. | 350 | $572.3K | 0.21% | −369−51.3% | Reduced |
| CSS LLC | 350 | $572.3K | 0.05% | +350 | New |
| Thrivent Financial for Lutherans | 348 | $569.0K | 0.00% | −2,039−85.4% | Reduced |
| APG Asset Management N.V. | 372 | $563.2K | 0.00% | 00.0% | Unchanged |
| Burney Co | 343 | $560.4K | 0.02% | −55−13.8% | 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 |
| Canandaigua National Bank & Trust Co | 340 | $555.9K | 0.08% | −12−3.4% | Reduced |
| Nicholas Investment Partners, LP | 327 | $534.6K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 320 | $523.2K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 313 | $511.8K | 0.00% | −45−12.6% | Reduced |
| Mount Lucas Management LP | 312 | $510.1K | 0.17% | −29−8.5% | Reduced |
| Nations Financial Group Inc, | 308 | $503.6K | 0.04% | +69+28.9% | Added |
| Marmo Financial Group, LLC | 307 | $501.9K | 0.31% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 300 | $490.5K | 0.01% | −238−44.2% | Reduced |
| D.A. Davidson & Co. | 300 | $490.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 299 | $488.9K | 0.02% | +104+53.3% | Added |
| Cambria Investment Management, L.P. | 297 | $485.6K | 0.03% | −19−6.0% | Reduced |
| Marathon Capital Management | 295 | $482.3K | 0.12% | +20+7.3% | Added |
| Level Four Advisory Services, LLC | 339 | $481.2K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 293 | $479.1K | 0.01% | +45+18.1% | Added |
| One Wealth Advisors, LLC | 293 | $479.1K | 0.08% | −32−9.8% | Reduced |
| Lincoln National Corp | 293 | $478.3K | 0.01% | +16+5.8% | Added |
| Mosaic Family Wealth Partners, LLC | 290 | $474.1K | 0.08% | +290 | New |
| TriaGen Wealth Management LLC | 284 | $464.3K | 0.19% | −2−0.7% | Reduced |
| Old North State Trust, LLC | 278 | $455.0K | 0.38% | +278 | New |
| CIBC World Markets Inc. | 276 | $451.0K | 0.00% | −292−51.4% | Reduced |
| Cresset Asset Management, LLC | 274 | $448.2K | 0.00% | −17−5.8% | Reduced |
| Burns Matteson Capital Management, LLC | 272 | $444.7K | 0.29% | −150−35.5% | Reduced |
| Old National Bancorp | 271 | $443.1K | 0.01% | +38+16.3% | Added |
| MetLife Investment Management | 261 | $426.7K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 260 | $425.1K | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 258 | $421.8K | 0.03% | −741−74.2% | Reduced |
| Coldstream Capital Management Inc | 257 | $420.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 254 | $415.3K | 0.01% | +1+0.4% | Added |
| Quent Capital, LLC | 250 | $409.1K | 0.05% | +1+0.4% | Added |
| MAI Capital Management | 249 | $407.3K | 0.00% | −37−12.9% | Reduced |
| Aptus Capital Advisors, LLC | 247 | $403.8K | 0.01% | +23+10.3% | Added |
| First Bank & Trust | 245 | $400.6K | 0.08% | +13+5.6% | Added |
| Handelsinvest Investeringsforvaltning | 239 | $391.0K | 0.19% | −124−34.2% | Reduced |
| Triangle Securities Wealth Management | 237 | $387.5K | 0.11% | −4−1.7% | Reduced |
| Eudaimonia Partners, LLC | 236 | $385.9K | 0.09% | 00.0% | Unchanged |
| Alps Advisors Inc | 231 | $377.7K | 0.00% | −4−1.7% | Reduced |
| Headlands Technologies LLC | 229 | $374.4K | 0.09% | +38+19.9% | Added |
| Wetherby Asset Management Inc | 227 | $371.1K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 220 | $360.0K | 0.01% | −2−0.9% | Reduced |
| Brevan Howard Capital Management LP | 220 | $359.7K | 0.03% | −508−69.8% | Reduced |
| Agf Management Ltd | 219 | $358.1K | 0.00% | +219 | New |
| SG Americas Securities, LLC | 216 | $353.0K | 0.00% | −375−63.5% | Reduced |
| Covestor Ltd | 215 | $352.0K | 0.22% | +6+2.9% | Added |
| 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 |
| Walleye Trading LLC | 212 | $346.6K | 0.01% | +212 | New |
| Engineers Gate Manager LP | 211 | $345.0K | 0.01% | −3,433−94.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 210 | $343.4K | 0.00% | −1,790−89.5% | Reduced |
| Aigen Investment Management, LP | 209 | $341.7K | 0.07% | −367−63.7% | Reduced |