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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.

Other share classesFCNCBFCNCNFCNCOFCNCP

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.

Institutional holdersQ2 2024: 575 institutions
Q1 2021: 213 institutionsQ2 2021: 218 institutionsQ3 2021: 215 institutionsQ4 2021: 242 institutionsQ1 2022: 354 institutionsQ2 2022: 343 institutionsQ3 2022: 368 institutionsQ4 2022: 395 institutionsQ1 2023: 411 institutionsQ2 2023: 472 institutionsQ3 2023: 498 institutionsQ4 2023: 547 institutionsQ1 2024: 556 institutionsQ2 2024: 575 institutionsQ3 2024: 590 institutionsQ4 2024: 617 institutionsQ1 2025: 611 institutionsQ2 2025: 604 institutionsQ3 2025: 622 institutionsQ4 2025: 652 institutionsQ1 2026: 603 institutionsQ2 2026: 626 institutions
Value heldQ2 2024: $15.1B
Q1 2021: $3.80BQ2 2021: $4.26BQ3 2021: $4.54BQ4 2021: $4.56BQ1 2022: $6.91BQ2 2022: $6.98BQ3 2022: $7.77BQ4 2022: $6.88BQ1 2023: $9.13BQ2 2023: $11.7BQ3 2023: $12.3BQ4 2023: $12.4BQ1 2024: $14.5BQ2 2024: $15.1BQ3 2024: $16.0BQ4 2024: $17.8BQ1 2025: $15.3BQ2 2025: $15.8BQ3 2025: $13.0BQ4 2025: $15.5BQ1 2026: $13.2BQ2 2026: $13.8B
Institutions holding FCNCA and their total value by quarter
QuarterHoldersValue
Q2 2026626$13.8B
Q1 2026603$13.2B
Q4 2025652$15.5B
Q3 2025622$13.0B
Q2 2025604$15.8B
Q1 2025611$15.3B
Q4 2024617$17.8B
Q3 2024590$16.0B
Q2 2024575$15.1B
Q1 2024556$14.5B
Q4 2023547$12.4B
Q3 2023498$12.3B
Q2 2023472$11.7B
Q1 2023411$9.13B
Q4 2022395$6.88B
Q3 2022368$7.77B
Q2 2022343$6.98B
Q1 2022354$6.91B
Q4 2021242$4.56B
Q3 2021215$4.54B
Q2 2021218$4.26B
Q1 2021213$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.

Institutions holding FCNCA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wetherby Asset Management Inc211$355.2K0.02%−16−7.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund210$353.6K0.00%00.0%Unchanged
Two Sigma Securities, LLC210$353.6K0.02%+210New
Capstone Investment Advisors, LLC208$350.2K0.01%−152−42.2%Reduced
Affinity Wealth Management LLC207$348.5K0.06%+2+1.0%Added
Tritonpoint Wealth, LLC207$347.7K0.03%+2+1.0%Added
Snowden Capital Advisors LLC206$346.8K0.01%+15+7.9%Added
Avantax Advisory Services, Inc.202$340.3K0.00%+202New
Advisory Services Network, LLC202$340.3K0.01%−3−1.5%Reduced
Machina Capital S.A.S.202$340.1K0.15%+202New
Smith Group Asset Management, LLC202$340.1K0.03%+202New
Colonial Trust Advisors200$336.7K0.03%00.0%Unchanged
Colton Groome Financial Advisors, LLC200$336.7K0.13%+200New
Teacher Retirement System of Texas197$332.0K0.00%−4,140−95.5%Reduced
Venturi Wealth Management, LLC192$323.3K0.02%+10+5.5%Added
Guardian Wealth Advisors, LLC191$321.6K0.04%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.190$319.9K0.00%+190New
Quantinno Capital Management LP187$315.0K0.01%+187New
HB Wealth Management, LLC187$314.8K0.00%+7+3.9%Added
Stonegate Investment Group, LLC187$314.8K0.01%+187New
Dorsey & Whitney Trust CO LLC187$314.8K0.02%00.0%Unchanged
Merrion Investment Management Co, LLC186$313.2K0.22%00.0%Unchanged
Summit Trail Advisors, LLC185$312.0K0.01%+185New
Ossiam185$311.5K0.01%+7+3.9%Added
Salem Investment Counselors Inc185$311.5K0.01%+30+19.4%Added
SG Americas Securities, LLC184$310.0K0.00%−32−14.8%Reduced
Eqis Capital Management, Inc.181$304.4K0.02%−11−5.7%Reduced
First Heartland Consultants, Inc.176$296.0K0.03%00.0%Unchanged
Transcend Wealth Collective, LLC172$289.6K0.02%00.0%Unchanged
Simplicity Wealth,LLC170$286.2K0.01%−9−5.0%Reduced
Bleakley Financial Group, LLC170$286.2K0.01%−9−5.0%Reduced
Yousif Capital Management, LLC170$286.2K0.00%−1−0.6%Reduced
Empowered Funds, LLC170$286.2K0.00%+9+5.6%Added
Verdence Capital Advisors LLC167$281.2K0.03%−6−3.5%Reduced
Quadrant Capital Group LLC167$281.2K0.02%+7+4.4%Added
SeaCrest Wealth Management, LLC165$278.1K0.03%+165New
Private Advisor Group, LLC164$276.1K0.00%−149−47.6%Reduced
Waterloo Capital, L.P.163$274.4K0.03%+163New
Keel Point, LLC137$273.6K0.02%−2−1.4%Reduced
Lighthouse Investment Partners, LLC162$272.7K0.02%+162New
Meitav Dash Investments Ltd161$270.4K0.00%−27−14.4%Reduced
Cambridge Investment Research Advisors, Inc.159$268.0K0.00%00.0%Unchanged
Connable Office Inc158$266.0K0.03%00.0%Unchanged
LexAurum Advisors, LLC156$263.1K0.06%00.0%Unchanged
Veriti Management LLC153$257.7K0.02%+18+13.3%Added
Heritage Trust Co152$255.9K0.03%+10+7.0%Added
Fidelis Capital Partners, LLC133$254.9K0.04%+133New
CIBC Private Wealth Group, LLC147$247.8K0.00%−17−10.4%Reduced
Pitcairn Co144$242.4K0.01%−114−44.2%Reduced
Woodard & Co Asset Management Group Inc144$242.4K0.06%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.142$239.3K0.00%−41−22.4%Reduced
Gotham Asset Management, LLC142$239.1K0.00%−29−17.0%Reduced
Buckingham Strategic Wealth, LLC142$239.1K0.00%+7+5.2%Added
Brevan Howard Capital Management LP142$239.1K0.02%−78−35.5%Reduced
Journey Strategic Wealth LLC141$237.4K0.01%+11+8.5%Added
Agf Management Ltd140$235.7K0.00%−79−36.1%Reduced
Rakuten Investment Management, Inc.140$235.1K0.00%+52+59.1%Added
Blueshift Asset Management, LLC133$223.9K0.08%−21−13.6%Reduced
Aigen Investment Management, LP132$222.2K0.04%−77−36.8%Reduced
Quantum Financial Advisors, LLC129$217.2K0.04%00.0%Unchanged
Prudential PLC129$217.2K0.00%+129New
Simon Quick Advisors, LLC128$215.5K0.02%−1−0.8%Reduced
Moody National Bank Trust Division125$210.5K0.02%00.0%Unchanged
McCollum Christoferson Group LLC125$210.5K0.06%00.0%Unchanged
Cigna Investments Inc125$210.0K0.04%+125New
Stonebridge Capital Management Inc124$209.0K0.09%00.0%Unchanged
Modera Wealth Management, LLC124$208.8K0.00%−1−0.8%Reduced
Metis Global Partners, LLC123$207.1K0.01%−4−3.1%Reduced
Tocqueville Asset Management L.P.121$203.7K0.00%−20−14.2%Reduced
Mason & Associates Inc121$203.7K0.05%+121New
Tokio Marine Asset Management Co Ltd120$202.0K0.01%+120New
Jones Financial Companies LLLP119$199.7K0.00%+113+1,883.3%Added
Harvest Fund Management Co., Ltd117$197.0K0.01%+87+290.0%Added
Bank & Trust Co114$191.9K0.16%+114New
Colonial Trust Co113$190.2K0.03%00.0%Unchanged
Principal Securities, Inc.108$181.8K0.01%−49−31.2%Reduced
Steward Partners Investment Advisory, LLC94$158.9K0.00%+26+38.2%Added
Corebridge Financial, Inc.92$154.9K0.00%+92New
Toth Financial Advisory Corp84$141.4K0.02%+15+21.7%Added
GeoWealth Management, LLC80$134.7K0.01%+15+23.1%Added
Parallel Advisors, LLC79$133.1K0.00%+3+3.9%Added
EverSource Wealth Advisors, LLC63$131.5K0.01%−4−6.0%Reduced
Northwestern Mutual Wealth Management Co76$128.0K0.00%−10−11.6%Reduced
Quarry LP75$126.3K0.05%+75New
National Bank of Canada73$123.9K0.00%+11+17.7%Added
Ronald Blue Trust, Inc.66$107.9K0.00%+36+120.0%Added
State of Wyoming59$99.3K0.02%+6+11.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC57$96.0K0.00%−11−16.2%Reduced
Accent Capital Management, LLC50$84.2K0.05%00.0%Unchanged
AlphaCentric Advisors LLC47$79.1K0.06%+1+2.2%Added
Farther Finance Advisors, LLC45$76.4K0.00%+11+32.4%Added
Benjamin F. Edwards & Company, Inc.45$76.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.40$67.5K0.00%+35+700.0%Added
Newbridge Financial Services Group, Inc.39$65.7K0.02%−20−33.9%Reduced
Mirae Asset Global Investments Co., Ltd.38$63.8K0.00%+38New
Ci Investments Inc.35$59.0K0.00%−99−73.9%Reduced
Gradient Investments LLC31$52.2K0.00%+31New
Walleye Capital LLC30$50.5K0.00%−101−77.1%Reduced
Riverview Trust Co30$50.5K0.05%00.0%Unchanged
EntryPoint Capital, LLC28$47.1K0.02%+26+1,300.0%Added