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, Q2 2024
Institutional positions in First Citizens Bancshares Inc as of Jun 30, 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
- 575
- +29 vs. Q1 2024
- Shares held
- 8.96M
- +115.2K (+1.3%) vs. Q1 2024
- Total value
- $15.1B
- +$636.9M (+4.4%) vs. Q1 2024
- New holders
- 77
- 188 more added
- Sold out
- 48
- 201 more reduced
10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Co | 113 | $190.2K | 0.03% | 00.0% | Unchanged |
| Bank & Trust Co | 114 | $191.9K | 0.16% | +114 | New |
| Harvest Fund Management Co., Ltd | 117 | $197.0K | 0.01% | +87+290.0% | Added |
| Jones Financial Companies LLLP | 119 | $199.7K | 0.00% | +113+1,883.3% | Added |
| Tokio Marine Asset Management Co Ltd | 120 | $202.0K | 0.01% | +120 | New |
| Tocqueville Asset Management L.P. | 121 | $203.7K | 0.00% | −20−14.2% | Reduced |
| Mason & Associates Inc | 121 | $203.7K | 0.05% | +121 | New |
| Metis Global Partners, LLC | 123 | $207.1K | 0.01% | −4−3.1% | Reduced |
| Modera Wealth Management, LLC | 124 | $208.8K | 0.00% | −1−0.8% | Reduced |
| Stonebridge Capital Management Inc | 124 | $209.0K | 0.09% | 00.0% | Unchanged |
| Cigna Investments Inc | 125 | $210.0K | 0.04% | +125 | New |
| Moody National Bank Trust Division | 125 | $210.5K | 0.02% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 125 | $210.5K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 128 | $215.5K | 0.02% | −1−0.8% | Reduced |
| Quantum Financial Advisors, LLC | 129 | $217.2K | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 129 | $217.2K | 0.00% | +129 | New |
| Aigen Investment Management, LP | 132 | $222.2K | 0.04% | −77−36.8% | Reduced |
| Blueshift Asset Management, LLC | 133 | $223.9K | 0.08% | −21−13.6% | Reduced |
| Rakuten Investment Management, Inc. | 140 | $235.1K | 0.00% | +52+59.1% | Added |
| Agf Management Ltd | 140 | $235.7K | 0.00% | −79−36.1% | Reduced |
| Journey Strategic Wealth LLC | 141 | $237.4K | 0.01% | +11+8.5% | Added |
| Brevan Howard Capital Management LP | 142 | $239.1K | 0.02% | −78−35.5% | Reduced |
| Gotham Asset Management, LLC | 142 | $239.1K | 0.00% | −29−17.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 142 | $239.1K | 0.00% | +7+5.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 142 | $239.3K | 0.00% | −41−22.4% | Reduced |
| Pitcairn Co | 144 | $242.4K | 0.01% | −114−44.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 144 | $242.4K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 147 | $247.8K | 0.00% | −17−10.4% | Reduced |
| Fidelis Capital Partners, LLC | 133 | $254.9K | 0.04% | +133 | New |
| Heritage Trust Co | 152 | $255.9K | 0.03% | +10+7.0% | Added |
| Veriti Management LLC | 153 | $257.7K | 0.02% | +18+13.3% | Added |
| LexAurum Advisors, LLC | 156 | $263.1K | 0.06% | 00.0% | Unchanged |
| Connable Office Inc | 158 | $266.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 159 | $268.0K | 0.00% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 161 | $270.4K | 0.00% | −27−14.4% | Reduced |
| Lighthouse Investment Partners, LLC | 162 | $272.7K | 0.02% | +162 | New |
| Keel Point, LLC | 137 | $273.6K | 0.02% | −2−1.4% | Reduced |
| Waterloo Capital, L.P. | 163 | $274.4K | 0.03% | +163 | New |
| Private Advisor Group, LLC | 164 | $276.1K | 0.00% | −149−47.6% | Reduced |
| SeaCrest Wealth Management, LLC | 165 | $278.1K | 0.03% | +165 | New |
| Verdence Capital Advisors LLC | 167 | $281.2K | 0.03% | −6−3.5% | Reduced |
| Quadrant Capital Group LLC | 167 | $281.2K | 0.02% | +7+4.4% | Added |
| Simplicity Wealth,LLC | 170 | $286.2K | 0.01% | −9−5.0% | Reduced |
| Bleakley Financial Group, LLC | 170 | $286.2K | 0.01% | −9−5.0% | Reduced |
| Yousif Capital Management, LLC | 170 | $286.2K | 0.00% | −1−0.6% | Reduced |
| Empowered Funds, LLC | 170 | $286.2K | 0.00% | +9+5.6% | Added |
| Transcend Wealth Collective, LLC | 172 | $289.6K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 176 | $296.0K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 181 | $304.4K | 0.02% | −11−5.7% | Reduced |
| SG Americas Securities, LLC | 184 | $310.0K | 0.00% | −32−14.8% | Reduced |
| Ossiam | 185 | $311.5K | 0.01% | +7+3.9% | Added |
| Salem Investment Counselors Inc | 185 | $311.5K | 0.01% | +30+19.4% | Added |
| Summit Trail Advisors, LLC | 185 | $312.0K | 0.01% | +185 | New |
| Merrion Investment Management Co, LLC | 186 | $313.2K | 0.22% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 187 | $314.8K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 187 | $314.8K | 0.00% | +7+3.9% | Added |
| Stonegate Investment Group, LLC | 187 | $314.8K | 0.01% | +187 | New |
| Quantinno Capital Management LP | 187 | $315.0K | 0.01% | +187 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 190 | $319.9K | 0.00% | +190 | New |
| Guardian Wealth Advisors, LLC | 191 | $321.6K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 192 | $323.3K | 0.02% | +10+5.5% | Added |
| Teacher Retirement System of Texas | 197 | $332.0K | 0.00% | −4,140−95.5% | Reduced |
| Colonial Trust Advisors | 200 | $336.7K | 0.03% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 200 | $336.7K | 0.13% | +200 | New |
| Machina Capital S.A.S. | 202 | $340.1K | 0.15% | +202 | New |
| Smith Group Asset Management, LLC | 202 | $340.1K | 0.03% | +202 | New |
| Advisory Services Network, LLC | 202 | $340.3K | 0.01% | −3−1.5% | Reduced |
| Avantax Advisory Services, Inc. | 202 | $340.3K | 0.00% | +202 | New |
| Snowden Capital Advisors LLC | 206 | $346.8K | 0.01% | +15+7.9% | Added |
| Tritonpoint Wealth, LLC | 207 | $347.7K | 0.03% | +2+1.0% | Added |
| Affinity Wealth Management LLC | 207 | $348.5K | 0.06% | +2+1.0% | Added |
| Capstone Investment Advisors, LLC | 208 | $350.2K | 0.01% | −152−42.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 210 | $353.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 210 | $353.6K | 0.02% | +210 | New |
| Wetherby Asset Management Inc | 211 | $355.2K | 0.02% | −16−7.0% | Reduced |
| MetLife Investment Management | 215 | $362.0K | 0.00% | −46−17.6% | Reduced |
| Mercer Global Advisors Inc | 218 | $366.8K | 0.00% | +32+17.2% | Added |
| Vestcor Inc | 220 | $370.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 221 | $372.8K | 0.04% | +201+1,005.0% | Added |
| RSM US Wealth Management LLC | 220 | $373.5K | 0.01% | +220 | New |
| Tobam | 223 | $375.0K | 0.06% | −6,457−96.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 225 | $378.8K | 0.00% | +10+4.7% | Added |
| MAI Capital Management | 226 | $380.7K | 0.00% | −23−9.2% | Reduced |
| Schroder Investment Management Group | 227 | $382.2K | 0.00% | −8,935−97.5% | Reduced |
| Alps Advisors Inc | 228 | $383.9K | 0.00% | −3−1.3% | Reduced |
| Vident Advisory, LLC | 232 | $390.6K | 0.01% | +37+19.0% | Added |
| Panagora Asset Management Inc | 236 | $397.3K | 0.00% | −477−66.9% | Reduced |
| Signaturefd, LLC | 237 | $399.0K | 0.01% | −17−6.7% | Reduced |
| First Bank & Trust | 237 | $399.0K | 0.08% | −8−3.3% | Reduced |
| Triangle Securities Wealth Management | 237 | $399.0K | 0.11% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 243 | $409.0K | 0.08% | −108−30.8% | Reduced |
| Cambria Investment Management, L.P. | 243 | $409.1K | 0.03% | −54−18.2% | Reduced |
| Coldstream Capital Management Inc | 244 | $410.8K | 0.01% | −13−5.1% | Reduced |
| Aptus Capital Advisors, LLC | 247 | $415.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 248 | $418.0K | 0.05% | −2−0.8% | Reduced |
| Greenwich Wealth Management LLC | 259 | $436.0K | 0.03% | +55+27.0% | Added |
| Guggenheim Capital LLC | 266 | $447.8K | 0.00% | −636−70.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 272 | $457.9K | 0.02% | +122+81.3% | Added |
| CWM, LLC | 275 | $463.0K | 0.00% | +69+33.5% | Added |
| Old North State Trust, LLC | 278 | $468.0K | 0.40% | 00.0% | Unchanged |