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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, Q3 2024

Institutional positions in First Citizens Bancshares Inc as of Sep 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
590
+22 vs. Q2 2024
Shares held
8.73M
+1.19M (+15.8%) vs. Q2 2024
Total value
$16.0B
+$3.33B (+26.3%) vs. Q2 2024
New holders
77
199 more added
Sold out
55
208 more reduced

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 590 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 heldQ3 2024: $16.0B
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, Q3 2024

Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q2 2024.

Institutions holding FCNCA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Central Trust Co0$8470.00%0New
Avion Wealth1$1.00K0.00%00.0%Unchanged
Harbour Investments, Inc.1$1.84K0.00%−1−50.0%Reduced
Trust Co of Vermont1$1.84K0.00%00.0%Unchanged
WealthCollab, LLC1$1.84K0.00%00.0%Unchanged
WR Wealth Planners, LLC1$1.84K0.00%00.0%Unchanged
Claris Advisors, LLC1$1.84K0.00%+1New
Abound Wealth Management1$1.84K0.00%+1New
Hoey Investments, Inc2$3.37K0.00%00.0%Unchanged
Sachetta, LLC2$3.68K0.00%00.0%Unchanged
Albion Financial Group2$3.68K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC2$3.68K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC2$3.68K0.00%00.0%Unchanged
Brown Brothers Harriman & Co2$3.68K0.00%00.0%Unchanged
Rothschild Investment LLC2$3.68K0.00%00.0%Unchanged
Raffa Wealth Management, LLC2$3.68K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.2$3.68K0.00%+1+100.0%Added
MV Capital Management, Inc.2$3.68K0.00%+2New
Capital Performance Advisors LLP2$3.68K0.00%+2New
Continuum Advisory, LLC2$4.30K0.00%+2New
Chesapeake Asset Management LLC3$5.52K0.00%00.0%Unchanged
SJS Investment Consulting Inc.3$5.52K0.00%−1−25.0%Reduced
Westend Capital Management, LLC3$5.52K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.3$5.52K0.00%00.0%Unchanged
Sittner & Nelson, LLC3$5.52K0.00%00.0%Unchanged
Red Tortoise LLC3$5.52K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$5.52K0.00%00.0%Unchanged
Manchester Capital Management LLC3$5.52K0.00%+1+50.0%Added
Bokf, NA3$5.59K0.00%00.0%Unchanged
Grove Bank & Trust4$7.36K0.00%+4New
Key Financial Inc5$9.21K0.00%00.0%Unchanged
Geneos Wealth Management Inc.6$11.0K0.00%−34−85.0%Reduced
Global Retirement Partners, LLC6$11.0K0.00%−5−45.5%Reduced
Harbor Investment Advisory, LLC6$11.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC6$11.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB7$12.9K0.00%−7−50.0%Reduced
Bell Investment Advisors, Inc7$12.9K0.00%−1−12.5%Reduced
Global Wealth Strategies & Associates7$12.9K0.00%00.0%Unchanged
Arlington Trust Co LLC7$12.9K0.00%00.0%Unchanged
International Assets Investment Management, LLC23,932$13.0K0.00%+23,919+183,992.3%Added
Atlas Capital Advisors LLC8$14.7K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC8$14.7K0.00%00.0%Unchanged
Spire Wealth Management8$14.7K0.00%00.0%Unchanged
Larson Financial Group LLC8$14.7K0.00%+2+33.3%Added
Oliver Lagore Vanvalin Investment Group9$16.6K0.00%00.0%Unchanged
Rise Advisors, LLC9$16.9K0.01%00.0%Unchanged
First Horizon Advisors, Inc.10$18.4K0.00%+2+25.0%Added
Private Wealth Management Group, LLC10$18.4K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.10$18.4K0.01%00.0%Unchanged
Country Trust Bank10$18.4K0.00%+10New
Cullen/Frost Bankers, Inc.10$18.4K0.00%+3+42.9%Added
Hemington Wealth Management10$19.0K0.01%+10New
Huntington National Bank12$22.1K0.00%−1−7.7%Reduced
Mather Group, LLC.13$23.9K0.00%−3−18.8%Reduced
Allworth Financial LP13$23.9K0.00%+3+30.0%Added
PFS Partners, LLC13$24.2K0.01%00.0%Unchanged
Live Oak Investment Partners–$25.8K0.02%––
Versant Capital Management, Inc15$27.6K0.01%+3+25.0%Added
Beaird Harris Wealth Management, LLC15$27.6K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC16$27.7K0.01%−1−5.9%Reduced
Federated Hermes, Inc.16$29.5K0.00%−319−95.2%Reduced
Baldwin Brothers Inc17$31.3K0.00%+17New
LGT Financial Advisors LLC19$35.0K0.09%00.0%Unchanged
V-Square Quantitative Management LLC21$38.7K0.01%00.0%Unchanged
Skopos Labs, Inc.21$38.7K0.01%+21New
Headlands Technologies LLC23$42.3K0.00%+23New
Lindbrook Capital, LLC24$44.2K0.00%+5+26.3%Added
Fifth Third Bancorp25$46.0K0.00%−1−3.8%Reduced
Toth Financial Advisory Corp26$47.9K0.01%−58−69.0%Reduced
Quarry LP26$47.9K0.01%−49−65.3%Reduced
SRS Capital Advisors, Inc.27$49.7K0.00%00.0%Unchanged
Proequities, Inc.29$53.4K0.00%+2+7.4%Added
Riverview Trust Co30$55.2K0.05%00.0%Unchanged
Tower Research Capital LLC (TRC)31$57.1K0.00%−1,062−97.2%Reduced
Parkside Financial Bank & Trust36$66.3K0.01%+22+157.1%Added
Smartleaf Asset Management LLC38$70.1K0.01%+12+46.2%Added
Newbridge Financial Services Group, Inc.39$71.8K0.03%00.0%Unchanged
AlphaCentric Advisors LLC46$84.7K0.06%−1−2.1%Reduced
Farther Finance Advisors, LLC46$84.7K0.00%+1+2.2%Added
Accent Capital Management, LLC50$92.0K0.05%00.0%Unchanged
Ci Investments Inc.54$99.0K0.00%+19+54.3%Added
Harvest Fund Management Co., Ltd57$105.0K0.01%−60−51.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC59$108.6K0.00%+2+3.5%Added
North Star Investment Management Corp.60$110.6K0.01%+60New
GAMMA Investing LLC62$114.1K0.01%+35+129.6%Added
State of Wyoming64$117.8K0.02%+5+8.5%Added
EverSource Wealth Advisors, LLC69$127.0K0.01%+6+9.5%Added
Steward Partners Investment Advisory, LLC70$129.6K0.00%−24−25.5%Reduced
Kayne Anderson Rudnick Investment Management LLC71$131.0K0.00%+70+7,000.0%Added
GeoWealth Management, LLC78$143.6K0.01%−2−2.5%Reduced
Parallel Advisors, LLC82$151.0K0.00%+3+3.8%Added
Private Trust Co NA88$162.0K0.02%+84+2,100.0%Added
Corebridge Financial, Inc.89$163.8K0.00%−3−3.3%Reduced
Umb Bank N A96$176.7K0.00%+96New
nVerses Capital, LLC100$184.1K0.08%+100New
Walleye Trading LLC104$191.5K0.00%+104New
Catalina Capital Group, LLC109$200.7K0.07%+109New
Concurrent Investment Advisors, LLC109$200.7K0.01%+109New
National Asset Management, Inc.110$203.4K0.01%+110New
Y-Intercept (Hong Kong) Ltd111$204.3K0.01%+111New