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 |
|---|---|---|---|---|---|
| Amitell Capital Pte Ltd | 1,548 | $2.85M | 2.13% | −822−34.7% | Reduced |
| 44 Wealth Management LLC | 1,330 | $2.77M | 0.97% | +1,330 | New |
| Oppenheimer & Co Inc | 1,485 | $2.73M | 0.04% | −500−25.2% | Reduced |
| PGGM Investments | 1,474 | $2.71M | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,447 | $2.66M | 0.33% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,425 | $2.62M | 0.05% | −1−0.1% | Reduced |
| Quadrature Capital Ltd | 1,418 | $2.61M | 0.06% | +1,418 | New |
| Schonfeld Strategic Advisors LLC | 1,403 | $2.58M | 0.02% | −226−13.9% | Reduced |
| Lazard Asset Management LLC | 1,399 | $2.58M | 0.00% | +692+97.9% | Added |
| Investment Management Corp of Ontario | 1,390 | $2.56M | 0.06% | +100+7.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,340 | $2.47M | 0.01% | −1,754−56.7% | Reduced |
| Public Sector Pension Investment Board | 1,330 | $2.45M | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,297 | $2.39M | 0.01% | +50+4.0% | Added |
| Cerity Partners LLC | 1,290 | $2.38M | 0.01% | +327+34.0% | Added |
| Edgestream Partners, L.P. | 1,275 | $2.35M | 0.10% | +944+285.2% | Added |
| Bridgewater Associates, LP | 1,268 | $2.33M | 0.01% | −1,293−50.5% | Reduced |
| Wolverine Trading, LLC | 1,248 | $2.30M | 0.06% | −211−14.5% | Reduced |
| Anderson Hoagland & Co | 1,175 | $2.29M | 0.23% | +1,175 | New |
| JT Stratford LLC | 1,242 | $2.29M | 0.39% | −440−26.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,237 | $2.28M | 0.00% | −830−40.2% | Reduced |
| Toronto Dominion Bank | 1,223 | $2.25M | 0.00% | −33,787−96.5% | Reduced |
| Nissay Asset Management Corp | 1,222 | $2.25M | 0.01% | +37+3.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,221 | $2.25M | 0.78% | +40+3.4% | Added |
| Cetera Investment Advisers | 1,210 | $2.23M | 0.00% | +66+5.8% | Added |
| EP Wealth Advisors, LLC | 1,210 | $2.23M | 0.02% | +1,210 | New |
| Mraz, Amerine & Associates, Inc. | 1,180 | $2.17M | 0.39% | −61−4.9% | Reduced |
| Toroso Investments, LLC | 1,158 | $2.13M | 0.02% | +566+95.6% | Added |
| Creative Planning | 1,138 | $2.10M | 0.00% | +49+4.5% | Added |
| Diversified Trust Co | 1,129 | $2.08M | 0.05% | −33−2.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,125 | $2.07M | 0.00% | +498+79.4% | Added |
| Sabal Trust CO | 1,117 | $2.06M | 0.11% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,113 | $2.05M | 0.08% | −86−7.2% | Reduced |
| Tredje AP-fonden | 1,109 | $2.04M | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,090 | $2.01M | 0.07% | +1+0.1% | Added |
| 1832 Asset Management L.P. | 1,088 | $2.00M | 0.00% | −100−8.4% | Reduced |
| DekaBank Deutsche Girozentrale | 1,094 | $1.99M | 0.00% | −18−1.6% | Reduced |
| Regions Financial Corp | 1,077 | $1.98M | 0.01% | −12−1.1% | Reduced |
| Summit X, LLC | 1,168 | $1.97M | 0.48% | −114−8.9% | Reduced |
| Public Employees Retirement Association of Colorado | 1,060 | $1.95M | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,048 | $1.93M | 0.16% | +267+34.2% | Added |
| Clearstead Advisors, LLC | 1,045 | $1.92M | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 1,012 | $1.86M | 0.01% | +200+24.6% | Added |
| TD Private Client Wealth LLC | 1,007 | $1.85M | 0.05% | +10+1.0% | Added |
| PEAK6 Investments LLC | 1,004 | $1.85M | 0.09% | +490+95.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,000 | $1.84M | 0.06% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,000 | $1.84M | 0.53% | 00.0% | Unchanged |
| Freemont Management S.A. | 1,000 | $1.84M | 0.96% | +1,000 | New |
| Resources Investment Advisors, LLC. | 994 | $1.83M | 0.02% | −18−1.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 990 | $1.82M | 0.02% | −13−1.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 986 | $1.82M | 0.09% | +48+5.1% | Added |
| Estate Counselors, LLC | 985 | $1.81M | 0.19% | +25+2.6% | Added |
| Laurion Capital Management LP | 977 | $1.80M | 0.12% | +122+14.3% | Added |
| Xponance, Inc. | 967 | $1.78M | 0.02% | +28+3.0% | Added |
| Mariner, LLC | 939 | $1.73M | 0.00% | +100+11.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 938 | $1.73M | 0.00% | −373−28.5% | Reduced |
| Balyasny Asset Management LLC | 925 | $1.70M | 0.00% | −13,589−93.6% | Reduced |
| Illinois Municipal Retirement Fund | 919 | $1.69M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 910 | $1.68M | 0.03% | +77+9.2% | Added |
| Ethic Inc. | 1,015 | $1.66M | 0.04% | +34+3.5% | Added |
| Gulf International Bank (UK) Ltd | 853 | $1.57M | 0.04% | −32−3.6% | Reduced |
| Quantedge Capital Pte Ltd | 800 | $1.47M | 0.44% | +800 | New |
| Independent Financial Group, LLC | 790 | $1.45M | 0.05% | −5−0.6% | Reduced |
| HRT Financial LP | 789 | $1.45M | 0.01% | +789 | New |
| Great Lakes Advisors, LLC | 788 | $1.45M | 0.01% | −8−1.0% | Reduced |
| New York State Teachers Retirement System | 784 | $1.44M | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 775 | $1.43M | 0.00% | −30−3.7% | Reduced |
| Smith, Salley & Associates | 760 | $1.40M | 0.09% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 706 | $1.39M | 0.70% | −60−7.8% | Reduced |
| Synovus Financial Corp | 741 | $1.36M | 0.02% | −68−8.4% | Reduced |
| Janus Henderson Group PLC | 739 | $1.36M | 0.00% | +200+37.1% | Added |
| SkyView Investment Advisors, LLC | 735 | $1.35M | 0.22% | +24+3.4% | Added |
| Raymond James Trust N.A. | 730 | $1.34M | 0.03% | +105+16.8% | Added |
| Commonwealth Equity Services, LLC | 728 | $1.34M | 0.00% | +301+70.5% | Added |
| BKD Wealth Advisors, LLC | 708 | $1.30M | 0.03% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 707 | $1.30M | 1.11% | +1+0.1% | Added |
| Midwest Professional Planners, LTD. | 706 | $1.30M | 0.40% | +119+20.3% | Added |
| Cresset Asset Management, LLC | 705 | $1.30M | 0.01% | +27+4.0% | Added |
| Affinity Investment Advisors, LLC | 693 | $1.28M | 0.88% | −5−0.7% | Reduced |
| Maryland State Retirement & Pension System | 684 | $1.26M | 0.03% | −249−26.7% | Reduced |
| Two Sigma Securities, LLC | 671 | $1.24M | 0.10% | +461+219.5% | Added |
| Mackenzie Financial Corp | 670 | $1.23M | 0.00% | −13,383−95.2% | Reduced |
| US Bancorp | 654 | $1.20M | 0.00% | +95+17.0% | Added |
| Graham Capital Management, L.P. | 647 | $1.19M | 0.04% | −188−22.5% | Reduced |
| CIBC World Markets Inc. | 647 | $1.19M | 0.00% | +98+17.9% | Added |
| Jupiter Asset Management Ltd | 641 | $1.18M | 0.01% | +641 | New |
| Hunting Hill Global Capital, LLC | 636 | $1.17M | 1.64% | 00.0% | Unchanged |
| Amalgamated Bank | 630 | $1.16M | 0.01% | −905−59.0% | Reduced |
| Intech Investment Management LLC | 619 | $1.14M | 0.01% | −33−5.1% | Reduced |
| The PNC Financial Services Group, Inc. | 615 | $1.13M | 0.00% | −252−29.1% | Reduced |
| Semanteon Capital Management, LP | 614 | $1.13M | 0.77% | +198+47.6% | Added |
| Financial Security Advisor, Inc. | 611 | $1.12M | 0.28% | +1+0.2% | Added |
| Mayport, LLC | 607 | $1.12M | 0.36% | −54−8.2% | Reduced |
| M&T Bank Corp | 607 | $1.12M | 0.00% | +5+0.8% | Added |
| Holderness Investments Co | 606 | $1.12M | 0.24% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 603 | $1.11M | 0.03% | −2−0.3% | Reduced |
| MBL Wealth, LLC | 602 | $1.11M | 0.12% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 600 | $1.10M | 0.04% | 00.0% | Unchanged |
| Wright Investors Service Inc | 598 | $1.10M | 0.29% | −4−0.7% | Reduced |
| Driehaus Capital Management LLC | 598 | $1.10M | 0.01% | +598 | New |
| CIBC World Markets Corp | 591 | $1.09M | 0.01% | +44+8.0% | Added |