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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pitcairn Co | 112 | $206.2K | 0.01% | −32−22.2% | Reduced |
| Founders Financial Alliance, LLC | 112 | $206.2K | 0.06% | +112 | New |
| Colonial Trust Co | 113 | $208.0K | 0.03% | 00.0% | Unchanged |
| Bank & Trust Co | 114 | $209.9K | 0.17% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 114 | $209.9K | 0.04% | +114 | New |
| TCFG Wealth Management, LLC | 115 | $211.7K | 0.11% | +115 | New |
| SG Americas Securities, LLC | 117 | $215.0K | 0.00% | −67−36.4% | Reduced |
| Nilsine Partners, LLC | 117 | $215.4K | 0.03% | +117 | New |
| Parallax Volatility Advisers, L.P. | 119 | $219.1K | 0.01% | +119 | New |
| Fort Washington Investment Advisors Inc | 120 | $220.9K | 0.00% | +120 | New |
| Cigna Investments Inc | 121 | $222.0K | 0.04% | −4−3.2% | Reduced |
| Mason & Associates Inc | 121 | $222.8K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 123 | $226.4K | 0.03% | −419−77.3% | Reduced |
| Principal Securities, Inc. | 123 | $226.4K | 0.01% | +15+13.9% | Added |
| Stonebridge Capital Management Inc | 124 | $228.0K | 0.09% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 125 | $230.1K | 0.02% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 125 | $230.1K | 0.07% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 126 | $232.0K | 0.00% | −4,949−97.5% | Reduced |
| Modera Wealth Management, LLC | 127 | $233.8K | 0.00% | +3+2.4% | Added |
| Guggenheim Capital LLC | 128 | $235.6K | 0.00% | −138−51.9% | Reduced |
| Keel Point, LLC | 128 | $235.6K | 0.02% | −9−6.6% | Reduced |
| Quantum Financial Advisors, LLC | 129 | $237.5K | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 129 | $237.5K | 0.01% | +6+4.9% | Added |
| Simon Quick Advisors, LLC | 129 | $237.5K | 0.02% | +1+0.8% | Added |
| Veriti Management LLC | 131 | $241.3K | 0.01% | −22−14.4% | Reduced |
| Ronald Blue Trust, Inc. | 145 | $244.1K | 0.00% | +79+119.7% | Added |
| Ballentine Partners, LLC | 133 | $244.6K | 0.00% | +133 | New |
| Cary Street Partner Investment Advisory LLC | 134 | $246.7K | 0.01% | −469−77.8% | Reduced |
| Gotham Asset Management, LLC | 135 | $248.5K | 0.00% | −7−4.9% | Reduced |
| Banco BTG Pactual S.A. | 136 | $250.4K | 0.07% | +136 | New |
| Plato Investment Management Ltd | 137 | $252.0K | 0.02% | −247−64.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 137 | $252.2K | 0.00% | +61+80.3% | Added |
| Martingale Asset Management L P | 140 | $257.7K | 0.01% | +140 | New |
| Landscape Capital Management, L.L.C. | 141 | $259.6K | 0.03% | +141 | New |
| Journey Strategic Wealth LLC | 143 | $263.3K | 0.01% | +2+1.4% | Added |
| Meeder Asset Management Inc | 143 | $263.3K | 0.02% | +140+4,666.7% | Added |
| Woodard & Co Asset Management Group Inc | 144 | $265.1K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 146 | $268.8K | 0.01% | −142−49.3% | Reduced |
| Connable Office Inc | 146 | $268.8K | 0.03% | −12−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 146 | $268.8K | 0.00% | +146 | New |
| AlTi Global, Inc. | 147 | $271.3K | 0.01% | +147 | New |
| Eqis Capital Management, Inc. | 150 | $275.3K | 0.02% | −31−17.1% | Reduced |
| Gamco Investors, Inc. Et Al | 150 | $276.1K | 0.00% | +150 | New |
| Caas Capital Management LP | 150 | $276.1K | 0.19% | +150 | New |
| Fidelis Capital Partners, LLC | 133 | $276.3K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 155 | $285.3K | 0.00% | +155 | New |
| Hedeker Wealth, LLC | 156 | $287.2K | 0.08% | +156 | New |
| LexAurum Advisors, LLC | 156 | $287.9K | 0.06% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 157 | $289.0K | 0.03% | −180−53.4% | Reduced |
| Crestline Management, LP | 157 | $289.0K | 0.02% | +157 | New |
| Waterloo Capital, L.P. | 158 | $290.9K | 0.03% | −5−3.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 158 | $291.0K | 0.01% | +158 | New |
| Cambridge Investment Research Advisors, Inc. | 158 | $291.0K | 0.00% | −1−0.6% | Reduced |
| IFP Advisors, Inc | 160 | $294.6K | 0.01% | −120−42.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 162 | $299.1K | 0.00% | +20+14.1% | Added |
| Quadrant Capital Group LLC | 166 | $305.6K | 0.02% | −1−0.6% | Reduced |
| Verdence Capital Advisors LLC | 166 | $305.6K | 0.02% | −1−0.6% | Reduced |
| Bleakley Financial Group, LLC | 167 | $307.4K | 0.01% | −3−1.8% | Reduced |
| Private Advisor Group, LLC | 167 | $307.4K | 0.00% | +3+1.8% | Added |
| Live Oak Private Wealth LLC | 168 | $309.3K | 0.05% | +168 | New |
| Lido Advisors, LLC | 171 | $315.0K | 0.00% | +171 | New |
| Transcend Wealth Collective, LLC | 172 | $316.6K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 173 | $318.5K | 0.00% | +3+1.8% | Added |
| CIBC Private Wealth Group, LLC | 177 | $325.8K | 0.00% | +30+20.4% | Added |
| SeaCrest Wealth Management, LLC | 177 | $326.3K | 0.04% | +12+7.3% | Added |
| Guardian Wealth Advisors, LLC | 184 | $338.7K | 0.04% | −7−3.7% | Reduced |
| Advisory Services Network, LLC | 202 | $340.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 185 | $340.6K | 0.01% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 186 | $342.4K | 0.23% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 186 | $343.3K | 0.00% | +46+32.9% | Added |
| Stratos Wealth Partners, LTD. | 186 | $343.6K | 0.00% | +186 | New |
| Dorsey & Whitney Trust CO LLC | 187 | $344.3K | 0.02% | 00.0% | Unchanged |
| Tobam | 190 | $350.0K | 0.06% | −33−14.8% | Reduced |
| Ossiam | 191 | $351.6K | 0.01% | +6+3.2% | Added |
| Alps Advisors Inc | 192 | $353.5K | 0.00% | −36−15.8% | Reduced |
| Meitav Dash Investments Ltd | 178 | $354.6K | 0.01% | +17+10.6% | Added |
| Venturi Wealth Management, LLC | 193 | $355.3K | 0.02% | +1+0.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 194 | $357.1K | 0.00% | +4+2.1% | Added |
| Lester Murray Antman dba SimplyRich | 195 | $358.0K | 0.10% | +195 | New |
| HB Wealth Management, LLC | 198 | $364.5K | 0.00% | +11+5.9% | Added |
| Colonial Trust Advisors | 200 | $368.2K | 0.03% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 200 | $368.2K | 0.14% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 200 | $368.2K | 0.09% | +200 | New |
| Avantax Advisory Services, Inc. | 200 | $368.6K | 0.00% | −2−1.0% | Reduced |
| Argent Financial Group, Inc. | 202 | $371.9K | 0.04% | +202 | New |
| Summit Trail Advisors, LLC | 202 | $372.7K | 0.01% | +17+9.2% | Added |
| Abn Amro Investment Solutions | 203 | $373.7K | 0.01% | −111−35.4% | Reduced |
| Tritonpoint Wealth, LLC | 208 | $382.9K | 0.03% | +1+0.5% | Added |
| RSM US Wealth Management LLC | 211 | $384.7K | 0.01% | −9−4.1% | Reduced |
| Wetherby Asset Management Inc | 209 | $384.8K | 0.02% | −2−0.9% | Reduced |
| Jones Financial Companies LLLP | 209 | $385.1K | 0.00% | +90+75.6% | Added |
| MetLife Investment Management | 210 | $386.6K | 0.00% | −5−2.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 215 | $395.8K | 0.24% | +215 | New |
| Vestcor Inc | 220 | $405.0K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 222 | $409.0K | 0.00% | −176−44.2% | Reduced |
| Schroder Investment Management Group | 223 | $411.6K | 0.00% | −4−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 225 | $414.2K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 225 | $414.2K | 0.01% | +19+9.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 225 | $414.2K | 0.00% | +225 | New |
| Mercer Global Advisors Inc | 232 | $421.7K | 0.00% | +14+6.4% | Added |