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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
SRS Capital Advisors, Inc.27$45.5K0.00%+27New
Proequities, Inc.27$45.5K0.00%−14−34.1%Reduced
GAMMA Investing LLC27$45.5K0.01%+5+22.7%Added
Fifth Third Bancorp26$43.8K0.00%−5−16.1%Reduced
Smartleaf Asset Management LLC26$43.7K0.01%−115−81.6%Reduced
V-Square Quantitative Management LLC21$35.4K0.01%+21New
LGT Financial Advisors LLC19$32.0K0.07%00.0%Unchanged
Lindbrook Capital, LLC19$32.0K0.00%+2+11.8%Added
Carolinas Wealth Consulting LLC17$27.0K0.01%00.0%Unchanged
Mather Group, LLC.16$26.2K0.00%−3−15.8%Reduced
Beaird Harris Wealth Management, LLC15$25.3K0.00%00.0%Unchanged
Parkside Financial Bank & Trust14$23.6K0.00%00.0%Unchanged
Massmutual Trust Co FSB14$23.6K0.00%+11+366.7%Added
Live Oak Investment Partners–$23.6K0.02%–New
PFS Partners, LLC13$22.1K0.01%00.0%Unchanged
Huntington National Bank13$21.9K0.00%00.0%Unchanged
International Assets Investment Management, LLC13$21.9K0.00%+13New
Versant Capital Management, Inc12$20.2K0.01%+1+9.1%Added
Global Retirement Partners, LLC11$18.5K0.00%+3+37.5%Added
Allworth Financial LP10$18.3K0.00%+1+11.1%Added
Private Wealth Management Group, LLC10$16.8K0.01%−13−56.5%Reduced
JJJ Advisors Inc.10$16.8K0.00%−1−9.1%Reduced
Caldwell Sutter Capital, Inc.10$16.8K0.01%00.0%Unchanged
Rise Advisors, LLC9$15.4K0.01%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group9$15.2K0.00%00.0%Unchanged
Financial Management Professionals, Inc.9$15.0K0.00%+9New
Atlas Capital Advisors LLC8$13.5K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC8$13.5K0.00%00.0%Unchanged
First Horizon Advisors, Inc.8$13.5K0.00%00.0%Unchanged
Bell Investment Advisors, Inc8$13.5K0.00%00.0%Unchanged
Spire Wealth Management8$13.5K0.00%+8New
Global Wealth Strategies & Associates7$11.8K0.00%00.0%Unchanged
Arlington Trust Co LLC7$11.8K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.7$11.8K0.00%+7New
Harbor Investment Advisory, LLC6$10.1K0.00%−4−40.0%Reduced
Larson Financial Group LLC6$10.1K0.00%00.0%Unchanged
Fortitude Family Office, LLC6$10.1K0.01%+4+200.0%Added
Ashton Thomas Private Wealth, LLC6$10.1K0.00%+6New
Frazier Financial Advisors, LLC5$8.42K0.01%+1+25.0%Added
Key Financial Inc5$8.42K0.00%+5New
SJS Investment Consulting Inc.4$6.74K0.00%00.0%Unchanged
Private Trust Co NA4$6.73K0.00%00.0%Unchanged
Westend Capital Management, LLC3$5.09K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC3$5.05K0.00%−257−98.8%Reduced
Bokf, NA3$5.05K0.00%−28−90.3%Reduced
Pinnacle Bancorp, Inc.3$5.05K0.00%00.0%Unchanged
Sittner & Nelson, LLC3$5.05K0.00%00.0%Unchanged
Red Tortoise LLC3$5.05K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$5.05K0.00%00.0%Unchanged
Meeder Asset Management Inc3$5.05K0.00%+3New
Chesapeake Asset Management LLC3$5.05K0.00%00.0%Unchanged
Sachetta, LLC2$4.26K0.00%00.0%Unchanged
Albion Financial Group2$3.37K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC2$3.37K0.00%00.0%Unchanged
Hoey Investments, Inc2$3.37K0.00%00.0%Unchanged
Manchester Capital Management LLC2$3.37K0.00%+2New
Prestige Wealth Management Group LLC2$3.37K0.00%+2New
Harbour Investments, Inc.2$3.37K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC2$3.37K0.00%00.0%Unchanged
Raffa Wealth Management, LLC2$3.37K0.00%+1+100.0%Added
Brown Brothers Harriman & Co2$3.37K0.00%+2New
Rothschild Investment LLC2$3.37K0.00%+2New
Family Firm, Inc.2$3.37K0.00%+2New
Legend Financial Advisors, Inc.2$3.37K0.00%+2New
Kayne Anderson Rudnick Investment Management LLC1$1.98K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.1$1.70K0.00%+1New
DiNuzzo Private Wealth, Inc.1$1.68K0.00%−2−66.7%Reduced
Delos Wealth Advisors, LLC1$1.68K0.00%00.0%Unchanged
Rakuten Securities, Inc.1$1.68K0.00%00.0%Unchanged
WealthCollab, LLC1$1.68K0.00%00.0%Unchanged
WR Wealth Planners, LLC1$1.68K0.00%00.0%Unchanged
Trust Co of Vermont1$1.68K0.00%+1New
Natixis1$1.68K0.00%+1New
Whittier Trust Co1$1.68K0.00%00.0%Unchanged
Avion Wealth1$1.00K0.00%00.0%Unchanged
Sessa Capital IM, L.P.0$00.00%−98,453−100.0%Sold out
DME Capital Management, LPSuperinvestorGreenlight Capital0$00.00%−25,160−100.0%Sold out
Ancient Art, L.P.0$00.00%−17,995−100.0%Sold out
Davide Leone & Partners Investment Co Ltd.0$00.00%−17,637−100.0%Sold out
Weiss Asset Management LP0$00.00%−10,362−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−7,071−100.0%Sold out
Zweig-DiMenna Associates LLC0$00.00%−5,118−100.0%Sold out
BHZ Capital Management, LP0$00.00%−3,778−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−2,753−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,550−100.0%Sold out
Mitchell Sinkler & Starr0$00.00%−1,265−100.0%Sold out
Donoghue Forlines LLC0$00.00%−1,004−100.0%Sold out
Venator Management LLC0$00.00%−1,000−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−700−100.0%Sold out
HighVista Strategies LLC0$00.00%−661−100.0%Sold out
Penserra Capital Management LLC0$00.00%−607−100.0%Sold out
Polianta Ltd0$00.00%−600−100.0%Sold out
Jump Financial, LLC0$00.00%−566−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−500−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−456−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−444−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−435−100.0%Sold out
Inceptionr LLC0$00.00%−375−100.0%Sold out
Ancora Advisors, LLC0$00.00%−363−100.0%Sold out
Corton Capital Inc.0$00.00%−350−100.0%Sold out