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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 230 | $423.4K | 0.01% | +60+35.3% | Added |
| Signaturefd, LLC | 232 | $427.1K | 0.01% | −5−2.1% | Reduced |
| Greenwich Wealth Management LLC | 235 | $432.0K | 0.03% | −24−9.3% | Reduced |
| Panagora Asset Management Inc | 236 | $434.5K | 0.00% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 237 | $436.3K | 0.11% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 241 | $443.7K | 0.01% | −6−2.4% | Reduced |
| Cambria Investment Management, L.P. | 244 | $449.2K | 0.03% | +1+0.4% | Added |
| Credit Agricole S A | 245 | $451.0K | 0.00% | −165−40.2% | Reduced |
| Quent Capital, LLC | 248 | $457.5K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 250 | $460.2K | 0.09% | +13+5.5% | Added |
| LRI Investments, LLC | 215 | $463.0K | 0.04% | −6−2.7% | Reduced |
| Bank of Nova Scotia | 252 | $463.9K | 0.00% | −73−22.5% | Reduced |
| CWM, LLC | 257 | $473.0K | 0.00% | −18−6.5% | Reduced |
| Ieq Capital, LLC | 266 | $489.7K | 0.01% | −159−37.4% | Reduced |
| Stonegate Investment Group, LLC | 267 | $491.5K | 0.01% | +80+42.8% | Added |
| Coldstream Capital Management Inc | 268 | $500.5K | 0.01% | +24+9.8% | Added |
| Covestor Ltd | 276 | $508.0K | 0.32% | −48−14.8% | Reduced |
| Oppenheimer Asset Management Inc. | 278 | $511.8K | 0.01% | −4−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 278 | $511.8K | 0.02% | +6+2.2% | Added |
| Private Capital Advisors, Inc. | 278 | $512.0K | 0.06% | −161−36.7% | Reduced |
| Old North State Trust, LLC | 278 | $512.0K | 0.42% | 00.0% | Unchanged |
| Verition Fund Management LLC | 279 | $513.6K | 0.00% | −6,096−95.6% | Reduced |
| Atria Investments LLC | 279 | $514.5K | 0.01% | −20−6.7% | Reduced |
| TriaGen Wealth Management LLC | 285 | $524.7K | 0.18% | 00.0% | Unchanged |
| Burney Co | 292 | $537.6K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 300 | $552.3K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 303 | $557.8K | 0.00% | +3+1.0% | Added |
| Vident Advisory, LLC | 306 | $563.3K | 0.01% | +74+31.9% | Added |
| Marmo Financial Group, LLC | 307 | $565.2K | 0.30% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 307 | $565.3K | 0.02% | −61−16.6% | Reduced |
| Machina Capital S.A.S. | 308 | $567.0K | 0.23% | +106+52.5% | Added |
| Nations Financial Group Inc, | 314 | $578.1K | 0.04% | +14+4.7% | Added |
| Mount Lucas Management LP | 315 | $579.9K | 0.20% | +8+2.6% | Added |
| Quantinno Capital Management LP | 317 | $583.7K | 0.01% | +130+69.5% | Added |
| Forum Financial Management, LP | 320 | $589.1K | 0.01% | −1−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 324 | $596.5K | 0.03% | +204+170.0% | Added |
| Applied Finance Capital Management, LLC | 336 | $618.6K | 0.03% | −57−14.5% | Reduced |
| Covey Capital Advisors, LLC | 343 | $631.4K | 0.70% | −51−12.9% | Reduced |
| WealthShield Partners, LLC | 348 | $640.7K | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 348 | $640.7K | 0.01% | +46+15.2% | Added |
| CSS LLC | 350 | $644.3K | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 352 | $648.0K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 359 | $660.9K | 0.21% | −12−3.2% | Reduced |
| HighTower Advisors, LLC | 357 | $664.0K | 0.00% | −107−23.1% | Reduced |
| Benjamin Edwards Inc | 362 | $666.5K | 0.01% | +119+49.0% | Added |
| Fox Run Management, L.L.C. | 364 | $670.1K | 0.15% | −85−18.9% | Reduced |
| Emerald Advisers, LLC | 368 | $677.5K | 0.03% | +368 | New |
| GWM Advisors LLC | 374 | $689.1K | 0.00% | −84−18.3% | Reduced |
| Shell Asset Management Co | 377 | $694.0K | 0.03% | +377 | New |
| Park Avenue Securities LLC | 395 | $728.0K | 0.01% | +34+9.4% | Added |
| Trust Co of the South | 400 | $736.4K | 0.16% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 400 | $736.4K | 0.02% | +400 | New |
| Bartlett & Co. Wealth Management LLC | 405 | $745.6K | 0.01% | 00.0% | Unchanged |
| Marathon Capital Management | 405 | $745.6K | 0.18% | +80+24.6% | Added |
| Allianz Asset Management GmbH | 410 | $754.8K | 0.00% | +1+0.2% | Added |
| Scientech Research LLC | 410 | $754.8K | 0.15% | +410 | New |
| Neuberger Berman Group LLC | 416 | $766.2K | 0.00% | +1+0.2% | Added |
| Virtus ETF Advisers LLC | 420 | $773.2K | 0.36% | +420 | New |
| Kestra Private Wealth Services, LLC | 421 | $775.0K | 0.01% | −27−6.0% | Reduced |
| Exencial Wealth Advisors, LLC | 423 | $778.7K | 0.03% | +1+0.2% | Added |
| Savant Capital, LLC | 432 | $795.3K | 0.01% | +21+5.1% | Added |
| Candriam Luxembourg S.C.A. | 433 | $797.1K | 0.00% | −14−3.1% | Reduced |
| Greenleaf Trust | 434 | $799.0K | 0.01% | 00.0% | Unchanged |
| Retireful, LLC | 435 | $800.8K | 0.59% | +435 | New |
| Tandem Capital Management Corp | 443 | $815.5K | 0.43% | −8−1.8% | Reduced |
| Affinity Wealth Management LLC | 448 | $824.7K | 0.15% | +241+116.4% | Added |
| Macquarie Group Ltd | 459 | $845.0K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 464 | $854.2K | 0.00% | +17+3.8% | Added |
| Marshall Wace, LLP | 472 | $868.9K | 0.00% | −1,296−73.3% | Reduced |
| MRP Capital Investments, LLC | 473 | $870.8K | 0.83% | −40−7.8% | Reduced |
| Sherbrooke Park Advisers LLC | 476 | $876.3K | 0.20% | −36−7.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 476 | $876.3K | 0.02% | +476 | New |
| CAPROCK Group, Inc. | 476 | $877.2K | 0.03% | −180−27.4% | Reduced |
| Pettinga Financial Advisors, LLC | 485 | $892.9K | 0.21% | 00.0% | Unchanged |
| Twin Tree Management, LP | 485 | $892.9K | 0.02% | +8+1.7% | Added |
| Whitener Capital Management, Inc. | 495 | $911.3K | 0.26% | −62−11.1% | Reduced |
| Prudential PLC | 495 | $911.3K | 0.00% | +366+283.7% | Added |
| HighVista Strategies LLC | 500 | $920.5K | 0.32% | +500 | New |
| CIBC Asset Management Inc | 503 | $926.0K | 0.00% | +26+5.5% | Added |
| Centiva Capital, LP | 517 | $951.8K | 0.04% | +42+8.8% | Added |
| Mill Capital Management, LLC | 525 | $966.5K | 0.08% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 547 | $1.01M | 0.04% | +13+2.4% | Added |
| Physicians Financial Services, Inc. | 550 | $1.01M | 0.32% | 00.0% | Unchanged |
| Peterson Wealth Services | 554 | $1.02M | 0.33% | +54+10.8% | Added |
| Cynosure Management, LLC | 563 | $1.04M | 0.15% | +109+24.0% | Added |
| Nicholas Investment Partners, LP | 566 | $1.04M | 0.10% | +239+73.1% | Added |
| Swiss Life Asset Management Ltd | 568 | $1.04M | 0.01% | +568 | New |
| Gsa Capital Partners LLP | 575 | $1.06M | 0.08% | +177+44.5% | Added |
| Sterling Capital Management LLC | 578 | $1.06M | 0.01% | +578 | New |
| STRS Ohio | 588 | $1.08M | 0.00% | −53−8.3% | Reduced |
| CIBC World Markets Corp | 591 | $1.09M | 0.01% | +44+8.0% | Added |
| Wright Investors Service Inc | 598 | $1.10M | 0.29% | −4−0.7% | Reduced |
| Driehaus Capital Management LLC | 598 | $1.10M | 0.01% | +598 | New |
| Hennessy Advisors Inc | 600 | $1.10M | 0.04% | 00.0% | Unchanged |
| MBL Wealth, LLC | 602 | $1.11M | 0.12% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 603 | $1.11M | 0.03% | −2−0.3% | Reduced |
| Holderness Investments Co | 606 | $1.12M | 0.24% | 00.0% | Unchanged |
| M&T Bank Corp | 607 | $1.12M | 0.00% | +5+0.8% | Added |
| Mayport, LLC | 607 | $1.12M | 0.36% | −54−8.2% | Reduced |
| Financial Security Advisor, Inc. | 611 | $1.12M | 0.28% | +1+0.2% | Added |