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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 547 | $920.9K | 0.01% | +132+31.8% | Added |
| Dark Forest Capital Management LP | 542 | $912.5K | 0.17% | +368+211.5% | Added |
| Janus Henderson Group PLC | 539 | $907.9K | 0.00% | −364−40.3% | Reduced |
| Vinva Investment Management Ltd | 534 | $896.8K | 0.05% | +182+51.7% | Added |
| Mill Capital Management, LLC | 525 | $883.9K | 0.07% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 514 | $866.0K | 0.04% | −492−48.9% | Reduced |
| MRP Capital Investments, LLC | 513 | $863.7K | 0.81% | −22−4.1% | Reduced |
| Sherbrooke Park Advisers LLC | 512 | $862.0K | 0.15% | +297+138.1% | Added |
| Peterson Wealth Services | 500 | $841.2K | 0.29% | +42+9.2% | Added |
| Pettinga Financial Advisors, LLC | 485 | $816.6K | 0.20% | 00.0% | Unchanged |
| 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 |
| Centiva Capital, LP | 475 | $799.7K | 0.04% | +475 | New |
| HighTower Advisors, LLC | 464 | $780.0K | 0.00% | +14+3.1% | Added |
| Macquarie Group Ltd | 459 | $772.8K | 0.00% | +20+4.6% | Added |
| GWM Advisors LLC | 458 | $771.7K | 0.01% | −61−11.8% | Reduced |
| Cynosure Management, LLC | 454 | $764.4K | 0.12% | +55+13.8% | Added |
| Tandem Capital Management Corp | 451 | $763.3K | 0.42% | −8−1.7% | Reduced |
| Symmetry Partners, LLC | 453 | $763.0K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 449 | $755.9K | 0.14% | +449 | New |
| Kestra Private Wealth Services, LLC | 448 | $754.3K | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 447 | $752.6K | 0.00% | −654−59.4% | Reduced |
| Candriam Luxembourg S.C.A. | 447 | $752.5K | 0.00% | −11−2.4% | Reduced |
| Commerce Bank | 439 | $739.1K | 0.00% | +58+15.2% | Added |
| Private Capital Advisors, Inc. | 439 | $739.0K | 0.08% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 435 | $732.4K | 0.00% | −34−7.2% | Reduced |
| Greenleaf Trust | 434 | $730.7K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 427 | $720.0K | 0.00% | +72+20.3% | Added |
| Ieq Capital, LLC | 425 | $715.6K | 0.01% | +132+45.1% | Added |
| Exencial Wealth Advisors, LLC | 422 | $710.5K | 0.03% | −3−0.7% | Reduced |
| Semanteon Capital Management, LP | 416 | $700.4K | 0.50% | +416 | New |
| Neuberger Berman Group LLC | 415 | $699.0K | 0.00% | −1−0.2% | Reduced |
| Savant Capital, LLC | 411 | $692.0K | 0.01% | −6−1.4% | Reduced |
| Credit Agricole S A | 410 | $690.3K | 0.00% | +410 | New |
| Allianz Asset Management GmbH | 409 | $688.6K | 0.00% | −103−20.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 405 | $681.9K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 401 | $675.1K | 0.00% | −3,200−88.9% | Reduced |
| Trust Co of the South | 400 | $673.4K | 0.16% | 00.0% | Unchanged |
| 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 |
| Covey Capital Advisors, LLC | 394 | $663.3K | 0.77% | +394 | New |
| Applied Finance Capital Management, LLC | 393 | $661.7K | 0.03% | +393 | New |
| Plato Investment Management Ltd | 384 | $646.5K | 0.06% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 379 | $638.8K | 0.04% | +379 | New |
| Oak Thistle LLC | 371 | $624.6K | 0.46% | +371 | New |
| Ritholtz Wealth Management | 368 | $619.7K | 0.02% | −26−6.6% | Reduced |
| Park Avenue Securities LLC | 361 | $608.0K | 0.01% | −89−19.8% | Reduced |
| Pearl River Capital, LLC | 359 | $604.4K | 0.10% | +17+5.0% | Added |
| Omers Administration Corp | 352 | $592.6K | 0.01% | +352 | New |
| CSS LLC | 350 | $589.3K | 0.04% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 348 | $585.9K | 0.09% | +140+67.3% | Added |
| Canandaigua National Bank & Trust Co | 337 | $567.4K | 0.06% | −3−0.9% | Reduced |
| Federated Hermes, Inc. | 335 | $564.0K | 0.00% | +188+127.9% | Added |
| Edgestream Partners, L.P. | 331 | $557.3K | 0.03% | +331 | New |
| Nicholas Investment Partners, LP | 327 | $550.5K | 0.06% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 324 | $546.0K | 0.35% | +109+50.7% | Added |
| Forum Financial Management, LP | 321 | $540.4K | 0.01% | +1+0.3% | Added |
| Abn Amro Investment Solutions | 314 | $528.7K | 0.01% | +314 | New |
| 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 |
| Sequoia Financial Advisors, LLC | 302 | $508.5K | 0.01% | +2+0.7% | Added |
| 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 |
| Atria Investments LLC | 299 | $504.1K | 0.01% | +299 | New |
| Burney Co | 292 | $491.6K | 0.02% | −51−14.9% | Reduced |
| Old National Bancorp | 288 | $484.9K | 0.01% | +17+6.3% | Added |
| 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 |
| Acadian Asset Management LLC | 283 | $475.0K | 0.00% | +283 | New |
| Oppenheimer Asset Management Inc. | 282 | $474.8K | 0.01% | +90+46.9% | Added |
| IFP Advisors, Inc | 280 | $471.4K | 0.02% | −19−6.4% | Reduced |
| American Trust | 279 | $469.7K | 0.04% | +133+91.1% | Added |
| Old North State Trust, LLC | 278 | $468.0K | 0.40% | 00.0% | Unchanged |
| CWM, LLC | 275 | $463.0K | 0.00% | +69+33.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 272 | $457.9K | 0.02% | +122+81.3% | Added |
| Guggenheim Capital LLC | 266 | $447.8K | 0.00% | −636−70.5% | Reduced |
| Greenwich Wealth Management LLC | 259 | $436.0K | 0.03% | +55+27.0% | Added |
| Quent Capital, LLC | 248 | $418.0K | 0.05% | −2−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 247 | $415.9K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 244 | $410.8K | 0.01% | −13−5.1% | Reduced |
| Cambria Investment Management, L.P. | 243 | $409.1K | 0.03% | −54−18.2% | Reduced |
| Benjamin Edwards Inc | 243 | $409.0K | 0.08% | −108−30.8% | 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 |
| Panagora Asset Management Inc | 236 | $397.3K | 0.00% | −477−66.9% | Reduced |
| Vident Advisory, LLC | 232 | $390.6K | 0.01% | +37+19.0% | Added |
| Alps Advisors Inc | 228 | $383.9K | 0.00% | −3−1.3% | Reduced |
| Schroder Investment Management Group | 227 | $382.2K | 0.00% | −8,935−97.5% | Reduced |
| MAI Capital Management | 226 | $380.7K | 0.00% | −23−9.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 225 | $378.8K | 0.00% | +10+4.7% | Added |
| Tobam | 223 | $375.0K | 0.06% | −6,457−96.7% | Reduced |
| RSM US Wealth Management LLC | 220 | $373.5K | 0.01% | +220 | New |
| LRI Investments, LLC | 221 | $372.8K | 0.04% | +201+1,005.0% | Added |
| Vestcor Inc | 220 | $370.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 218 | $366.8K | 0.00% | +32+17.2% | Added |
| MetLife Investment Management | 215 | $362.0K | 0.00% | −46−17.6% | Reduced |