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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 209 | $384.8K | 0.02% | −2−0.9% | Reduced |
| RSM US Wealth Management LLC | 211 | $384.7K | 0.01% | −9−4.1% | Reduced |
| Tritonpoint Wealth, LLC | 208 | $382.9K | 0.03% | +1+0.5% | Added |
| Abn Amro Investment Solutions | 203 | $373.7K | 0.01% | −111−35.4% | Reduced |
| Summit Trail Advisors, LLC | 202 | $372.7K | 0.01% | +17+9.2% | Added |
| Argent Financial Group, Inc. | 202 | $371.9K | 0.04% | +202 | New |
| Avantax Advisory Services, Inc. | 200 | $368.6K | 0.00% | −2−1.0% | Reduced |
| 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 |
| HB Wealth Management, LLC | 198 | $364.5K | 0.00% | +11+5.9% | Added |
| Lester Murray Antman dba SimplyRich | 195 | $358.0K | 0.10% | +195 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 194 | $357.1K | 0.00% | +4+2.1% | Added |
| Venturi Wealth Management, LLC | 193 | $355.3K | 0.02% | +1+0.5% | Added |
| Meitav Dash Investments Ltd | 178 | $354.6K | 0.01% | +17+10.6% | Added |
| Alps Advisors Inc | 192 | $353.5K | 0.00% | −36−15.8% | Reduced |
| Ossiam | 191 | $351.6K | 0.01% | +6+3.2% | Added |
| Tobam | 190 | $350.0K | 0.06% | −33−14.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 187 | $344.3K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 186 | $343.6K | 0.00% | +186 | New |
| Rakuten Investment Management, Inc. | 186 | $343.3K | 0.00% | +46+32.9% | Added |
| Merrion Investment Management Co, LLC | 186 | $342.4K | 0.23% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 185 | $340.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 202 | $340.3K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 184 | $338.7K | 0.04% | −7−3.7% | Reduced |
| SeaCrest Wealth Management, LLC | 177 | $326.3K | 0.04% | +12+7.3% | Added |
| CIBC Private Wealth Group, LLC | 177 | $325.8K | 0.00% | +30+20.4% | Added |
| Yousif Capital Management, LLC | 173 | $318.5K | 0.00% | +3+1.8% | Added |
| Transcend Wealth Collective, LLC | 172 | $316.6K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 171 | $315.0K | 0.00% | +171 | New |
| Live Oak Private Wealth LLC | 168 | $309.3K | 0.05% | +168 | New |
| 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 |
| 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 |
| Envestnet Portfolio Solutions, Inc. | 162 | $299.1K | 0.00% | +20+14.1% | Added |
| IFP Advisors, Inc | 160 | $294.6K | 0.01% | −120−42.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 158 | $291.0K | 0.00% | −1−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 158 | $291.0K | 0.01% | +158 | New |
| Waterloo Capital, L.P. | 158 | $290.9K | 0.03% | −5−3.1% | Reduced |
| Canandaigua National Bank & Trust Co | 157 | $289.0K | 0.03% | −180−53.4% | Reduced |
| Crestline Management, LP | 157 | $289.0K | 0.02% | +157 | New |
| LexAurum Advisors, LLC | 156 | $287.9K | 0.06% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 156 | $287.2K | 0.08% | +156 | New |
| Colony Group, LLC | 155 | $285.3K | 0.00% | +155 | New |
| Fidelis Capital Partners, LLC | 133 | $276.3K | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 150 | $276.1K | 0.00% | +150 | New |
| Caas Capital Management LP | 150 | $276.1K | 0.19% | +150 | New |
| Eqis Capital Management, Inc. | 150 | $275.3K | 0.02% | −31−17.1% | Reduced |
| AlTi Global, Inc. | 147 | $271.3K | 0.01% | +147 | New |
| Connable Office Inc | 146 | $268.8K | 0.03% | −12−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 146 | $268.8K | 0.00% | +146 | New |
| Old National Bancorp | 146 | $268.8K | 0.01% | −142−49.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 144 | $265.1K | 0.06% | 00.0% | Unchanged |
| 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 |
| Landscape Capital Management, L.L.C. | 141 | $259.6K | 0.03% | +141 | New |
| Martingale Asset Management L P | 140 | $257.7K | 0.01% | +140 | New |
| Northwestern Mutual Wealth Management Co | 137 | $252.2K | 0.00% | +61+80.3% | Added |
| Plato Investment Management Ltd | 137 | $252.0K | 0.02% | −247−64.3% | Reduced |
| Banco BTG Pactual S.A. | 136 | $250.4K | 0.07% | +136 | New |
| Gotham Asset Management, LLC | 135 | $248.5K | 0.00% | −7−4.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 134 | $246.7K | 0.01% | −469−77.8% | Reduced |
| Ballentine Partners, LLC | 133 | $244.6K | 0.00% | +133 | New |
| Ronald Blue Trust, Inc. | 145 | $244.1K | 0.00% | +79+119.7% | Added |
| Veriti Management LLC | 131 | $241.3K | 0.01% | −22−14.4% | Reduced |
| Simon Quick Advisors, LLC | 129 | $237.5K | 0.02% | +1+0.8% | Added |
| 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 |
| Keel Point, LLC | 128 | $235.6K | 0.02% | −9−6.6% | Reduced |
| Guggenheim Capital LLC | 128 | $235.6K | 0.00% | −138−51.9% | Reduced |
| Modera Wealth Management, LLC | 127 | $233.8K | 0.00% | +3+2.4% | Added |
| Los Angeles Capital Management LLC | 126 | $232.0K | 0.00% | −4,949−97.5% | Reduced |
| 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 |
| Stonebridge Capital Management Inc | 124 | $228.0K | 0.09% | 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 |
| Mason & Associates Inc | 121 | $222.8K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 121 | $222.0K | 0.04% | −4−3.2% | Reduced |
| Fort Washington Investment Advisors Inc | 120 | $220.9K | 0.00% | +120 | New |
| Parallax Volatility Advisers, L.P. | 119 | $219.1K | 0.01% | +119 | New |
| Nilsine Partners, LLC | 117 | $215.4K | 0.03% | +117 | New |
| SG Americas Securities, LLC | 117 | $215.0K | 0.00% | −67−36.4% | Reduced |
| TCFG Wealth Management, LLC | 115 | $211.7K | 0.11% | +115 | New |
| Bank & Trust Co | 114 | $209.9K | 0.17% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 114 | $209.9K | 0.04% | +114 | New |
| Colonial Trust Co | 113 | $208.0K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 112 | $206.2K | 0.01% | −32−22.2% | Reduced |
| Founders Financial Alliance, LLC | 112 | $206.2K | 0.06% | +112 | New |
| Y-Intercept (Hong Kong) Ltd | 111 | $204.3K | 0.01% | +111 | New |
| National Asset Management, Inc. | 110 | $203.4K | 0.01% | +110 | New |
| Concurrent Investment Advisors, LLC | 109 | $200.7K | 0.01% | +109 | New |
| Catalina Capital Group, LLC | 109 | $200.7K | 0.07% | +109 | New |
| Walleye Trading LLC | 104 | $191.5K | 0.00% | +104 | New |
| nVerses Capital, LLC | 100 | $184.1K | 0.08% | +100 | New |
| Umb Bank N A | 96 | $176.7K | 0.00% | +96 | New |
| Corebridge Financial, Inc. | 89 | $163.8K | 0.00% | −3−3.3% | Reduced |
| Private Trust Co NA | 88 | $162.0K | 0.02% | +84+2,100.0% | Added |
| Parallel Advisors, LLC | 82 | $151.0K | 0.00% | +3+3.8% | Added |