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 |
|---|---|---|---|---|---|
| American Trust | 279 | $469.7K | 0.04% | +133+91.1% | Added |
| IFP Advisors, Inc | 280 | $471.4K | 0.02% | −19−6.4% | Reduced |
| Oppenheimer Asset Management Inc. | 282 | $474.8K | 0.01% | +90+46.9% | Added |
| Acadian Asset Management LLC | 283 | $475.0K | 0.00% | +283 | New |
| Kestra Advisory Services, LLC | 285 | $479.8K | 0.00% | −90−24.0% | Reduced |
| TriaGen Wealth Management LLC | 285 | $479.8K | 0.19% | +1+0.4% | Added |
| Old National Bancorp | 288 | $484.9K | 0.01% | +17+6.3% | Added |
| Burney Co | 292 | $491.6K | 0.02% | −51−14.9% | Reduced |
| Atria Investments LLC | 299 | $504.1K | 0.01% | +299 | New |
| Nations Financial Group Inc, | 300 | $505.1K | 0.04% | −8−2.6% | Reduced |
| D.A. Davidson & Co. | 300 | $505.1K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 300 | $505.1K | 0.00% | +100+50.0% | Added |
| Sequoia Financial Advisors, LLC | 302 | $508.5K | 0.01% | +2+0.7% | Added |
| Mount Lucas Management LP | 307 | $516.9K | 0.18% | −5−1.6% | Reduced |
| Marmo Financial Group, LLC | 307 | $516.9K | 0.31% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 314 | $528.7K | 0.01% | +314 | New |
| Forum Financial Management, LP | 321 | $540.4K | 0.01% | +1+0.3% | Added |
| Covestor Ltd | 324 | $546.0K | 0.35% | +109+50.7% | Added |
| Bank of Nova Scotia | 325 | $547.2K | 0.00% | −5,895−94.8% | Reduced |
| Marathon Capital Management | 325 | $547.2K | 0.14% | +30+10.2% | Added |
| Nicholas Investment Partners, LP | 327 | $550.5K | 0.06% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 331 | $557.3K | 0.03% | +331 | New |
| Federated Hermes, Inc. | 335 | $564.0K | 0.00% | +188+127.9% | Added |
| Canandaigua National Bank & Trust Co | 337 | $567.4K | 0.06% | −3−0.9% | Reduced |
| WealthShield Partners, LLC | 348 | $585.9K | 0.09% | +140+67.3% | Added |
| CSS LLC | 350 | $589.3K | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 352 | $592.6K | 0.01% | +352 | New |
| Pearl River Capital, LLC | 359 | $604.4K | 0.10% | +17+5.0% | Added |
| Park Avenue Securities LLC | 361 | $608.0K | 0.01% | −89−19.8% | Reduced |
| Ritholtz Wealth Management | 368 | $619.7K | 0.02% | −26−6.6% | Reduced |
| Oak Thistle LLC | 371 | $624.6K | 0.46% | +371 | New |
| Point72 Hong Kong Ltd | 379 | $638.8K | 0.04% | +379 | New |
| Plato Investment Management Ltd | 384 | $646.5K | 0.06% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 393 | $661.7K | 0.03% | +393 | New |
| Covey Capital Advisors, LLC | 394 | $663.3K | 0.77% | +394 | New |
| Gsa Capital Partners LLP | 398 | $670.0K | 0.05% | −637−61.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 398 | $670.0K | 0.00% | +236+145.7% | Added |
| Trust Co of the South | 400 | $673.4K | 0.16% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 401 | $675.1K | 0.00% | −3,200−88.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 405 | $681.9K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 409 | $688.6K | 0.00% | −103−20.1% | Reduced |
| Credit Agricole S A | 410 | $690.3K | 0.00% | +410 | New |
| Savant Capital, LLC | 411 | $692.0K | 0.01% | −6−1.4% | Reduced |
| Neuberger Berman Group LLC | 415 | $699.0K | 0.00% | −1−0.2% | Reduced |
| Semanteon Capital Management, LP | 416 | $700.4K | 0.50% | +416 | New |
| Exencial Wealth Advisors, LLC | 422 | $710.5K | 0.03% | −3−0.7% | Reduced |
| Ieq Capital, LLC | 425 | $715.6K | 0.01% | +132+45.1% | Added |
| Commonwealth Equity Services, LLC | 427 | $720.0K | 0.00% | +72+20.3% | Added |
| Greenleaf Trust | 434 | $730.7K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 435 | $732.4K | 0.00% | −34−7.2% | Reduced |
| Private Capital Advisors, Inc. | 439 | $739.0K | 0.08% | 00.0% | Unchanged |
| Commerce Bank | 439 | $739.1K | 0.00% | +58+15.2% | Added |
| Candriam Luxembourg S.C.A. | 447 | $752.5K | 0.00% | −11−2.4% | Reduced |
| Aviva PLC | 447 | $752.6K | 0.00% | −654−59.4% | Reduced |
| Kestra Private Wealth Services, LLC | 448 | $754.3K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 449 | $755.9K | 0.14% | +449 | New |
| Symmetry Partners, LLC | 453 | $763.0K | 0.04% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 451 | $763.3K | 0.42% | −8−1.7% | Reduced |
| Cynosure Management, LLC | 454 | $764.4K | 0.12% | +55+13.8% | Added |
| GWM Advisors LLC | 458 | $771.7K | 0.01% | −61−11.8% | Reduced |
| Macquarie Group Ltd | 459 | $772.8K | 0.00% | +20+4.6% | Added |
| HighTower Advisors, LLC | 464 | $780.0K | 0.00% | +14+3.1% | Added |
| Centiva Capital, LP | 475 | $799.7K | 0.04% | +475 | New |
| Twin Tree Management, LP | 477 | $803.1K | 0.02% | −998−67.7% | Reduced |
| CIBC Asset Management Inc | 477 | $803.1K | 0.00% | +135+39.5% | Added |
| Pettinga Financial Advisors, LLC | 485 | $816.6K | 0.20% | 00.0% | Unchanged |
| Peterson Wealth Services | 500 | $841.2K | 0.29% | +42+9.2% | Added |
| Sherbrooke Park Advisers LLC | 512 | $862.0K | 0.15% | +297+138.1% | Added |
| MRP Capital Investments, LLC | 513 | $863.7K | 0.81% | −22−4.1% | Reduced |
| PEAK6 Investments LLC | 514 | $866.0K | 0.04% | −492−48.9% | Reduced |
| Mill Capital Management, LLC | 525 | $883.9K | 0.07% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 534 | $896.8K | 0.05% | +182+51.7% | Added |
| Janus Henderson Group PLC | 539 | $907.9K | 0.00% | −364−40.3% | Reduced |
| Dark Forest Capital Management LP | 542 | $912.5K | 0.17% | +368+211.5% | Added |
| CIBC World Markets Corp | 547 | $920.9K | 0.01% | +132+31.8% | Added |
| CIBC World Markets Inc. | 549 | $924.0K | 0.00% | +273+98.9% | Added |
| Physicians Financial Services, Inc. | 550 | $926.0K | 0.30% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 557 | $937.8K | 0.28% | +37+7.1% | Added |
| US Bancorp | 559 | $941.1K | 0.00% | −73−11.6% | Reduced |
| Midwest Professional Planners, LTD. | 587 | $988.3K | 0.33% | +213+57.0% | Added |
| Toroso Investments, LLC | 592 | $996.7K | 0.01% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 600 | $1.01M | 0.04% | −200−25.0% | Reduced |
| M&T Bank Corp | 602 | $1.01M | 0.00% | −28−4.4% | Reduced |
| Wright Investors Service Inc | 602 | $1.01M | 0.27% | +602 | New |
| MBL Wealth, LLC | 602 | $1.01M | 0.11% | +2+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 603 | $1.02M | 0.04% | −156−20.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 605 | $1.02M | 0.03% | −508−45.6% | Reduced |
| Holderness Investments Co | 606 | $1.02M | 0.24% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 610 | $1.03M | 0.34% | 00.0% | Unchanged |
| Magnetar Financial LLC | 612 | $1.03M | 0.02% | −1,782−74.4% | Reduced |
| Raymond James Trust N.A. | 625 | $1.05M | 0.02% | +10+1.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 627 | $1.06M | 0.00% | +627 | New |
| Hunting Hill Global Capital, LLC | 636 | $1.07M | 0.53% | 00.0% | Unchanged |
| STRS Ohio | 641 | $1.08M | 0.00% | −198−23.6% | Reduced |
| Intech Investment Management LLC | 652 | $1.10M | 0.01% | −501−43.5% | Reduced |
| CAPROCK Group, Inc. | 656 | $1.11M | 0.04% | +656 | New |
| Mayport, LLC | 661 | $1.11M | 0.40% | −54−7.6% | Reduced |
| Cresset Asset Management, LLC | 678 | $1.14M | 0.00% | +404+147.4% | Added |
| Versor Investments LP | 697 | $1.17M | 0.22% | +697 | New |
| Affinity Investment Advisors, LLC | 698 | $1.18M | 0.88% | 00.0% | Unchanged |