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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 209 | $341.7K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 208 | $340.1K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 206 | $336.0K | 0.00% | +1+0.5% | Added |
| Advisory Services Network, LLC | 205 | $335.3K | 0.01% | +18+9.6% | Added |
| Affinity Wealth Management LLC | 205 | $335.2K | 0.06% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 204 | $334.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $327.0K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 200 | $327.0K | 0.00% | +100+100.0% | Added |
| Balentine LLC | 198 | $323.8K | 0.01% | −1−0.5% | Reduced |
| Vident Advisory, LLC | 195 | $318.8K | 0.01% | +14+7.7% | Added |
| Eqis Capital Management, Inc. | 192 | $314.7K | 0.03% | −13−6.3% | Reduced |
| Oppenheimer Asset Management Inc. | 192 | $313.9K | 0.00% | −26−11.9% | 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 |
| Meitav Dash Investments Ltd | 188 | $307.4K | 0.01% | −1−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 187 | $305.7K | 0.02% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 186 | $304.1K | 0.22% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 186 | $304.1K | 0.05% | +186 | New |
| Mercer Global Advisors Inc | 186 | $304.0K | 0.00% | −70−27.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 183 | $299.4K | 0.00% | +22+13.7% | Added |
| Venturi Wealth Management, LLC | 182 | $297.6K | 0.02% | +50+37.9% | Added |
| HB Wealth Management, LLC | 180 | $294.3K | 0.00% | −11−5.8% | Reduced |
| Bleakley Financial Group, LLC | 179 | $292.7K | 0.01% | −17−8.7% | Reduced |
| Simplicity Wealth,LLC | 179 | $292.7K | 0.01% | +179 | New |
| Ossiam | 178 | $291.0K | 0.01% | −106−37.3% | Reduced |
| First Heartland Consultants, Inc. | 176 | $288.0K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 174 | $284.5K | 0.05% | +1+0.6% | Added |
| Tritonpoint Wealth, LLC | 205 | $283.8K | 0.03% | +5+2.5% | Added |
| Verdence Capital Advisors LLC | 173 | $282.9K | 0.03% | −1−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 172 | $281.2K | 0.02% | 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 162 | $265.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 164 | $263.5K | 0.00% | +164 | New |
| Empowered Funds, LLC | 161 | $263.2K | 0.00% | +161 | New |
| Quadrant Capital Group LLC | 160 | $261.6K | 0.02% | −5−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 159 | $260.0K | 0.00% | +159 | New |
| Connable Office Inc | 158 | $258.3K | 0.03% | +1+0.6% | Added |
| Principal Securities, Inc. | 157 | $256.7K | 0.01% | +127+423.3% | Added |
| LexAurum Advisors, LLC | 156 | $255.3K | 0.06% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 155 | $253.4K | 0.01% | +40+34.8% | Added |
| Blueshift Asset Management, LLC | 154 | $251.8K | 0.13% | −219−58.7% | Reduced |
| Beacon Pointe Advisors, LLC | 154 | $251.8K | 0.00% | +154 | New |
| 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 |
| Oracle Alpha Inc. | 147 | $240.3K | 0.43% | −167−53.2% | Reduced |
| Federated Hermes, Inc. | 147 | $240.3K | 0.00% | −6−3.9% | Reduced |
| American Trust | 146 | $238.7K | 0.02% | −11−7.0% | Reduced |
| AIA Group Ltd | 145 | $237.1K | 0.01% | −124−46.1% | Reduced |
| Woodard & Co Asset Management Group Inc | 144 | $235.4K | 0.06% | 00.0% | Unchanged |
| Heritage Trust Co | 142 | $232.2K | 0.03% | +142 | New |
| Personal Cfo Solutions, LLC | 141 | $230.6K | 0.04% | +141 | New |
| Tocqueville Asset Management L.P. | 141 | $230.5K | 0.00% | −12−7.8% | Reduced |
| Delap Wealth Advisory, LLC | 140 | $228.9K | 0.09% | +140 | New |
| Smartleaf Asset Management LLC | 141 | $228.0K | 0.04% | −54−27.7% | Reduced |
| Keel Point, LLC | 139 | $227.3K | 0.02% | +139 | New |
| Veriti Management LLC | 135 | $220.8K | 0.02% | +135 | New |
| Buckingham Strategic Wealth, LLC | 135 | $220.7K | 0.00% | +135 | New |
| Ci Investments Inc. | 134 | $219.0K | 0.00% | −4−2.9% | Reduced |
| Walleye Capital LLC | 131 | $214.2K | 0.00% | −1,731−93.0% | Reduced |
| Journey Strategic Wealth LLC | 130 | $212.6K | 0.01% | +130 | New |
| Simon Quick Advisors, LLC | 129 | $210.9K | 0.02% | +129 | New |
| Quantum Financial Advisors, LLC | 129 | $210.9K | 0.04% | +129 | New |
| Metis Global Partners, LLC | 127 | $207.6K | 0.01% | −17−11.8% | Reduced |
| Moody National Bank Trust Division | 125 | $204.4K | 0.02% | +125 | New |
| Modera Wealth Management, LLC | 125 | $204.4K | 0.00% | +125 | New |
| McCollum Christoferson Group LLC | 125 | $204.4K | 0.06% | +125 | New |
| Stonebridge Capital Management Inc | 124 | $203.0K | 0.09% | +124 | New |
| Colonial Trust Co | 113 | $184.8K | 0.03% | −1−0.9% | Reduced |
| American International Group, Inc. | 100 | $163.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 88 | $143.9K | 0.00% | +80+1,000.0% | Added |
| Northwestern Mutual Wealth Management Co | 86 | $140.6K | 0.00% | −12−12.2% | Reduced |
| Parallel Advisors, LLC | 76 | $124.3K | 0.00% | +15+24.6% | Added |
| EverSource Wealth Advisors, LLC | 67 | $113.0K | 0.01% | +1+1.5% | Added |
| Toth Financial Advisory Corp | 69 | $112.8K | 0.01% | −451−86.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 68 | $111.7K | 0.00% | −1−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 68 | $111.2K | 0.01% | +68 | New |
| National Bank of Canada | 62 | $107.6K | 0.00% | +1+1.6% | Added |
| GeoWealth Management, LLC | 65 | $106.3K | 0.00% | +15+30.0% | Added |
| Newbridge Financial Services Group, Inc. | 59 | $96.5K | 0.04% | +30+103.4% | Added |
| State of Wyoming | 53 | $86.7K | 0.01% | −61−53.5% | Reduced |
| Accent Capital Management, LLC | 50 | $81.8K | 0.07% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 46 | $75.2K | 0.05% | −7−13.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 45 | $74.0K | 0.00% | −1−2.2% | Reduced |
| Proequities, Inc. | 41 | $67.0K | 0.00% | +13+46.4% | Added |
| Farther Finance Advisors, LLC | 34 | $54.6K | 0.00% | +2+6.3% | Added |
| Fifth Third Bancorp | 31 | $50.7K | 0.00% | +12+63.2% | Added |
| Bokf, NA | 31 | $49.8K | 0.00% | −10−24.4% | Reduced |
| Ronald Blue Trust, Inc. | 30 | $49.0K | 0.00% | +10+50.0% | Added |
| Riverview Trust Co | 30 | $49.0K | 0.04% | +30 | New |
| Harvest Fund Management Co., Ltd | 30 | $49.0K | 0.00% | −7−18.9% | Reduced |
| Private Wealth Management Group, LLC | 23 | $37.6K | 0.02% | −11−32.4% | Reduced |
| GAMMA Investing LLC | 22 | $36.0K | 0.01% | +2+10.0% | Added |
| LRI Investments, LLC | 20 | $32.7K | 0.01% | +20 | New |
| LGT Financial Advisors LLC | 19 | $31.1K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 18 | $29.4K | 0.01% | +1+5.9% | Added |
| ORG Partners LLC | 18 | $28.9K | 0.06% | +18 | New |
| Carolinas Wealth Consulting LLC | 17 | $27.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $27.8K | 0.00% | −3−15.0% | Reduced |
| Mather Group, LLC. | 19 | $27.0K | 0.00% | +19 | New |