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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.

Other share classesFCNCBFCNCNFCNCOFCNCP

13F holders, Q4 2024

Institutional positions in First Citizens Bancshares Inc as of Dec 31, 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
617
+35 vs. Q3 2024
Shares held
8.44M
−261.6K (−3.0%) vs. Q3 2024
Total value
$17.8B
+$1.86B (+11.7%) vs. Q3 2024
New holders
87
179 more added
Sold out
52
226 more reduced

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 617 institutions
Q1 2021: 213 institutionsQ2 2021: 218 institutionsQ3 2021: 215 institutionsQ4 2021: 242 institutionsQ1 2022: 354 institutionsQ2 2022: 343 institutionsQ3 2022: 368 institutionsQ4 2022: 395 institutionsQ1 2023: 411 institutionsQ2 2023: 472 institutionsQ3 2023: 498 institutionsQ4 2023: 547 institutionsQ1 2024: 556 institutionsQ2 2024: 575 institutionsQ3 2024: 590 institutionsQ4 2024: 617 institutionsQ1 2025: 611 institutionsQ2 2025: 604 institutionsQ3 2025: 622 institutionsQ4 2025: 652 institutionsQ1 2026: 603 institutionsQ2 2026: 626 institutions
Value heldQ4 2024: $17.8B
Q1 2021: $3.80BQ2 2021: $4.26BQ3 2021: $4.54BQ4 2021: $4.56BQ1 2022: $6.91BQ2 2022: $6.98BQ3 2022: $7.77BQ4 2022: $6.88BQ1 2023: $9.13BQ2 2023: $11.7BQ3 2023: $12.3BQ4 2023: $12.4BQ1 2024: $14.5BQ2 2024: $15.1BQ3 2024: $16.0BQ4 2024: $17.8BQ1 2025: $15.3BQ2 2025: $15.8BQ3 2025: $13.0BQ4 2025: $15.5BQ1 2026: $13.2BQ2 2026: $13.8B
Institutions holding FCNCA and their total value by quarter
QuarterHoldersValue
Q2 2026626$13.8B
Q1 2026603$13.2B
Q4 2025652$15.5B
Q3 2025622$13.0B
Q2 2025604$15.8B
Q1 2025611$15.3B
Q4 2024617$17.8B
Q3 2024590$16.0B
Q2 2024575$15.1B
Q1 2024556$14.5B
Q4 2023547$12.4B
Q3 2023498$12.3B
Q2 2023472$11.7B
Q1 2023411$9.13B
Q4 2022395$6.88B
Q3 2022368$7.77B
Q2 2022343$6.98B
Q1 2022354$6.91B
Q4 2021242$4.56B
Q3 2021215$4.54B
Q2 2021218$4.26B
Q1 2021213$3.80B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q3 2024.

Institutions holding FCNCA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth1$2.00K0.00%00.0%Unchanged
Harbour Investments, Inc.1$2.11K0.00%00.0%Unchanged
Trust Co of Vermont1$2.11K0.00%00.0%Unchanged
Old Second National Bank of Aurora1$2.11K0.00%+1New
Global Financial Private Client, LLC1$2.11K0.00%+1New
Parkworth Wealth Management, Inc.1$2.11K0.00%+1New
Whipplewood Advisors, LLC1$2.11K0.00%+1New
Abound Wealth Management1$2.11K0.00%00.0%Unchanged
WealthCollab, LLC1$2.11K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC1$2.11K0.00%+1New
Kayne Anderson Rudnick Investment Management LLC1$2.48K0.00%−70−98.6%Reduced
Harvest Fund Management Co., Ltd2$4.00K0.00%−55−96.5%Reduced
Geneos Wealth Management Inc.2$4.23K0.00%−4−66.7%Reduced
Continuum Advisory, LLC2$4.23K0.00%00.0%Unchanged
Rothschild Investment LLC2$4.23K0.00%00.0%Unchanged
Raffa Wealth Management, LLC2$4.23K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.2$4.23K0.00%+2New
SJS Investment Consulting Inc.2$4.23K0.00%−1−33.3%Reduced
Albion Financial Group2$4.23K0.00%00.0%Unchanged
MV Capital Management, Inc.2$4.23K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC2$4.23K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.2$4.23K0.00%00.0%Unchanged
Sachetta, LLC2$4.23K0.00%00.0%Unchanged
Hoey Investments, Inc2$4.23K0.00%00.0%Unchanged
Bokf, NA3$6.19K0.00%00.0%Unchanged
Westend Capital Management, LLC3$6.34K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.3$6.34K0.00%00.0%Unchanged
Sittner & Nelson, LLC3$6.34K0.00%00.0%Unchanged
Red Tortoise LLC3$6.34K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$6.34K0.01%00.0%Unchanged
Chesapeake Asset Management LLC3$6.34K0.01%00.0%Unchanged
Brown Brothers Harriman & Co3$6.34K0.00%+1+50.0%Added
Manchester Capital Management LLC3$6.34K0.00%00.0%Unchanged
MAI Capital Management3$6.34K0.00%+3New
Meeder Asset Management Inc4$8.45K0.00%−139−97.2%Reduced
Quarry LP4$8.45K0.00%−22−84.6%Reduced
Rakuten Securities, Inc.4$8.45K0.00%+4New
WPG Advisers, LLC4$8.45K0.01%+4New
Golden State Wealth Management, LLC5$10.6K0.00%+5New
Nemes Rush Group LLC5$10.6K0.00%+5New
Harbor Investment Advisory, LLC6$12.7K0.00%00.0%Unchanged
Global Retirement Partners, LLC6$12.7K0.00%00.0%Unchanged
Fortitude Family Office, LLC6$12.7K0.00%00.0%Unchanged
Global Wealth Strategies & Associates7$14.8K0.00%00.0%Unchanged
Arlington Trust Co LLC7$14.8K0.00%00.0%Unchanged
Grove Bank & Trust7$14.8K0.00%+3+75.0%Added
Transce3nd, LLC7$14.8K0.01%+7New
Bell Investment Advisors, Inc7$14.8K0.00%00.0%Unchanged
Larson Financial Group LLC8$16.9K0.00%00.0%Unchanged
Atlas Capital Advisors LLC8$16.9K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC8$16.9K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.8$16.9K0.00%−2−20.0%Reduced
Spire Wealth Management8$17.0K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group9$19.0K0.00%00.0%Unchanged
Key Financial Inc9$19.0K0.00%+4+80.0%Added
Rise Advisors, LLC9$19.4K0.01%00.0%Unchanged
Huntington National Bank10$21.1K0.00%−2−16.7%Reduced
Caldwell Sutter Capital, Inc.10$21.1K0.01%00.0%Unchanged
Country Trust Bank10$21.1K0.00%00.0%Unchanged
First Horizon Advisors, Inc.10$21.1K0.00%00.0%Unchanged
Private Wealth Management Group, LLC10$21.1K0.01%00.0%Unchanged
Lazard Asset Management LLC11$23.0K0.00%−1,388−99.2%Reduced
Massmutual Trust Co FSB11$23.2K0.00%+4+57.1%Added
Toth Financial Advisory Corp11$23.2K0.00%−15−57.7%Reduced
PFS Partners, LLC13$27.8K0.02%00.0%Unchanged
Live Oak Investment Partners–$29.6K0.02%––
Allworth Financial LP14$31.1K0.00%+1+7.7%Added
Beaird Harris Wealth Management, LLC15$31.7K0.00%00.0%Unchanged
Hemington Wealth Management16$33.0K0.01%+6+60.0%Added
Financial Life Planners16$33.1K0.03%+16New
Duncker Streett & Co Inc17$35.9K0.01%+17New
Fifth Third Bancorp18$38.0K0.00%−7−28.0%Reduced
Versant Capital Management, Inc18$38.0K0.01%+3+20.0%Added
Mather Group, LLC.18$38.0K0.00%+5+38.5%Added
Asset Planning,Inc18$38.0K0.03%+18New
LGT Financial Advisors LLC19$40.1K0.09%00.0%Unchanged
SBI Securities Co., Ltd.19$40.1K0.00%+19New
V-Square Quantitative Management LLC21$44.4K0.01%00.0%Unchanged
Lindbrook Capital, LLC25$52.8K0.00%+1+4.2%Added
Trust Co25$52.8K0.01%+25New
Skopos Labs, Inc.28$57.1K0.02%+7+33.3%Added
SRS Capital Advisors, Inc.28$59.2K0.00%+1+3.7%Added
Riverview Trust Co30$63.4K0.06%00.0%Unchanged
Proequities, Inc.32$71.0K0.00%+3+10.3%Added
Johnson Financial Group, Inc.35$77.2K0.00%+35New
AlphaCentric Advisors LLC39$82.4K0.08%−7−15.2%Reduced
Newbridge Financial Services Group, Inc.39$82.4K0.02%00.0%Unchanged
Caitong International Asset Management Co., Ltd45$95.1K0.09%+45New
Parkside Financial Bank & Trust47$99.3K0.01%+11+30.6%Added
EverSource Wealth Advisors, LLC48$101.4K0.01%−21−30.4%Reduced
Smartleaf Asset Management LLC50$105.6K0.01%+12+31.6%Added
Accent Capital Management, LLC50$105.7K0.06%00.0%Unchanged
Ci Investments Inc.54$114.0K0.00%00.0%Unchanged
State of Wyoming57$120.4K0.02%−7−10.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC57$120.4K0.00%−2−3.4%Reduced
North Star Investment Management Corp.60$127.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)65$137.3K0.00%+34+109.7%Added
GAMMA Investing LLC72$152.1K0.01%+10+16.1%Added
Steward Partners Investment Advisory, LLC77$163.6K0.00%+7+10.0%Added
Corebridge Financial, Inc.83$175.4K0.00%−6−6.7%Reduced