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 |
|---|---|---|---|---|---|
| STRS Ohio | 588 | $1.08M | 0.00% | −53−8.3% | Reduced |
| Sterling Capital Management LLC | 578 | $1.06M | 0.01% | +578 | New |
| Gsa Capital Partners LLP | 575 | $1.06M | 0.08% | +177+44.5% | Added |
| Swiss Life Asset Management Ltd | 568 | $1.04M | 0.01% | +568 | New |
| Nicholas Investment Partners, LP | 566 | $1.04M | 0.10% | +239+73.1% | Added |
| Cynosure Management, LLC | 563 | $1.04M | 0.15% | +109+24.0% | Added |
| Peterson Wealth Services | 554 | $1.02M | 0.33% | +54+10.8% | Added |
| Physicians Financial Services, Inc. | 550 | $1.01M | 0.32% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 547 | $1.01M | 0.04% | +13+2.4% | Added |
| Mill Capital Management, LLC | 525 | $966.5K | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 517 | $951.8K | 0.04% | +42+8.8% | Added |
| CIBC Asset Management Inc | 503 | $926.0K | 0.00% | +26+5.5% | Added |
| HighVista Strategies LLC | 500 | $920.5K | 0.32% | +500 | New |
| Whitener Capital Management, Inc. | 495 | $911.3K | 0.26% | −62−11.1% | Reduced |
| Prudential PLC | 495 | $911.3K | 0.00% | +366+283.7% | Added |
| 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 |
| CAPROCK Group, Inc. | 476 | $877.2K | 0.03% | −180−27.4% | 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 |
| MRP Capital Investments, LLC | 473 | $870.8K | 0.83% | −40−7.8% | Reduced |
| Marshall Wace, LLP | 472 | $868.9K | 0.00% | −1,296−73.3% | Reduced |
| Aviva PLC | 464 | $854.2K | 0.00% | +17+3.8% | Added |
| Macquarie Group Ltd | 459 | $845.0K | 0.00% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 448 | $824.7K | 0.15% | +241+116.4% | Added |
| Tandem Capital Management Corp | 443 | $815.5K | 0.43% | −8−1.8% | Reduced |
| Retireful, LLC | 435 | $800.8K | 0.59% | +435 | New |
| Greenleaf Trust | 434 | $799.0K | 0.01% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 433 | $797.1K | 0.00% | −14−3.1% | Reduced |
| Savant Capital, LLC | 432 | $795.3K | 0.01% | +21+5.1% | Added |
| Exencial Wealth Advisors, LLC | 423 | $778.7K | 0.03% | +1+0.2% | Added |
| Kestra Private Wealth Services, LLC | 421 | $775.0K | 0.01% | −27−6.0% | Reduced |
| Virtus ETF Advisers LLC | 420 | $773.2K | 0.36% | +420 | New |
| Neuberger Berman Group LLC | 416 | $766.2K | 0.00% | +1+0.2% | Added |
| Allianz Asset Management GmbH | 410 | $754.8K | 0.00% | +1+0.2% | Added |
| Scientech Research LLC | 410 | $754.8K | 0.15% | +410 | 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 |
| Trust Co of the South | 400 | $736.4K | 0.16% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 400 | $736.4K | 0.02% | +400 | New |
| Park Avenue Securities LLC | 395 | $728.0K | 0.01% | +34+9.4% | Added |
| Shell Asset Management Co | 377 | $694.0K | 0.03% | +377 | New |
| GWM Advisors LLC | 374 | $689.1K | 0.00% | −84−18.3% | Reduced |
| Emerald Advisers, LLC | 368 | $677.5K | 0.03% | +368 | New |
| Fox Run Management, L.L.C. | 364 | $670.1K | 0.15% | −85−18.9% | Reduced |
| Benjamin Edwards Inc | 362 | $666.5K | 0.01% | +119+49.0% | Added |
| HighTower Advisors, LLC | 357 | $664.0K | 0.00% | −107−23.1% | Reduced |
| Oak Thistle LLC | 359 | $660.9K | 0.21% | −12−3.2% | Reduced |
| Omers Administration Corp | 352 | $648.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 350 | $644.3K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 348 | $640.7K | 0.01% | +46+15.2% | Added |
| WealthShield Partners, LLC | 348 | $640.7K | 0.09% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 343 | $631.4K | 0.70% | −51−12.9% | Reduced |
| Applied Finance Capital Management, LLC | 336 | $618.6K | 0.03% | −57−14.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 324 | $596.5K | 0.03% | +204+170.0% | Added |
| Forum Financial Management, LP | 320 | $589.1K | 0.01% | −1−0.3% | Reduced |
| Quantinno Capital Management LP | 317 | $583.7K | 0.01% | +130+69.5% | Added |
| Mount Lucas Management LP | 315 | $579.9K | 0.20% | +8+2.6% | Added |
| Nations Financial Group Inc, | 314 | $578.1K | 0.04% | +14+4.7% | Added |
| Machina Capital S.A.S. | 308 | $567.0K | 0.23% | +106+52.5% | Added |
| Ritholtz Wealth Management | 307 | $565.3K | 0.02% | −61−16.6% | Reduced |
| Marmo Financial Group, LLC | 307 | $565.2K | 0.30% | 00.0% | Unchanged |
| Vident Advisory, LLC | 306 | $563.3K | 0.01% | +74+31.9% | Added |
| D.A. Davidson & Co. | 303 | $557.8K | 0.00% | +3+1.0% | Added |
| UniSuper Management Pty Ltd | 300 | $552.3K | 0.00% | 00.0% | Unchanged |
| Burney Co | 292 | $537.6K | 0.02% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 285 | $524.7K | 0.18% | 00.0% | Unchanged |
| Atria Investments LLC | 279 | $514.5K | 0.01% | −20−6.7% | Reduced |
| Verition Fund Management LLC | 279 | $513.6K | 0.00% | −6,096−95.6% | Reduced |
| 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 |
| 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 |
| Covestor Ltd | 276 | $508.0K | 0.32% | −48−14.8% | Reduced |
| Coldstream Capital Management Inc | 268 | $500.5K | 0.01% | +24+9.8% | Added |
| Stonegate Investment Group, LLC | 267 | $491.5K | 0.01% | +80+42.8% | Added |
| Ieq Capital, LLC | 266 | $489.7K | 0.01% | −159−37.4% | Reduced |
| CWM, LLC | 257 | $473.0K | 0.00% | −18−6.5% | Reduced |
| Bank of Nova Scotia | 252 | $463.9K | 0.00% | −73−22.5% | Reduced |
| LRI Investments, LLC | 215 | $463.0K | 0.04% | −6−2.7% | Reduced |
| First Bank & Trust | 250 | $460.2K | 0.09% | +13+5.5% | Added |
| Quent Capital, LLC | 248 | $457.5K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 245 | $451.0K | 0.00% | −165−40.2% | Reduced |
| Cambria Investment Management, L.P. | 244 | $449.2K | 0.03% | +1+0.4% | Added |
| Aptus Capital Advisors, LLC | 241 | $443.7K | 0.01% | −6−2.4% | Reduced |
| Triangle Securities Wealth Management | 237 | $436.3K | 0.11% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 236 | $434.5K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 235 | $432.0K | 0.03% | −24−9.3% | Reduced |
| Signaturefd, LLC | 232 | $427.1K | 0.01% | −5−2.1% | Reduced |
| Empowered Funds, LLC | 230 | $423.4K | 0.01% | +60+35.3% | Added |
| Mercer Global Advisors Inc | 232 | $421.7K | 0.00% | +14+6.4% | Added |
| 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 |
| Schroder Investment Management Group | 223 | $411.6K | 0.00% | −4−1.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 222 | $409.0K | 0.00% | −176−44.2% | Reduced |
| Vestcor Inc | 220 | $405.0K | 0.01% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 215 | $395.8K | 0.24% | +215 | New |
| MetLife Investment Management | 210 | $386.6K | 0.00% | −5−2.3% | Reduced |
| Jones Financial Companies LLLP | 209 | $385.1K | 0.00% | +90+75.6% | Added |