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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 87 | $183.8K | 0.00% | +5+6.1% | Added |
| Private Trust Co NA | 88 | $185.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 91 | $192.3K | 0.00% | −54−37.2% | Reduced |
| GTS Securities LLC | 95 | $200.7K | 0.01% | +95 | New |
| Ascent Group, LLC | 95 | $200.7K | 0.02% | +95 | New |
| QRG Capital Management, Inc. | 95 | $200.7K | 0.00% | +95 | New |
| Umb Bank N A | 96 | $202.8K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 97 | $205.0K | 0.00% | +97 | New |
| CCM Investment Advisers LLC | 100 | $211.3K | 0.02% | +100 | New |
| Barr E S & Co | 100 | $211.3K | 0.01% | +100 | New |
| Chicago Capital, LLC | 100 | $211.3K | 0.01% | +100 | New |
| Optas, LLC | 100 | $211.3K | 0.05% | +100 | New |
| Blue Rock Wealth Management LLC | 100 | $211.3K | 0.22% | +100 | New |
| Gryphon Financial Partners LLC | 100 | $211.6K | 0.03% | +100 | New |
| PFW Advisors LLC | 101 | $213.4K | 0.07% | +101 | New |
| Red Door Wealth Management, LLC | 103 | $217.6K | 0.03% | +103 | New |
| Wedmont Private Capital | 106 | $218.8K | 0.01% | +106 | New |
| Symphony Financial Services, Inc. | 104 | $219.8K | 0.18% | +104 | New |
| Simon Quick Advisors, LLC | 104 | $219.8K | 0.01% | −25−19.4% | Reduced |
| Siemens Fonds Invest GmbH | 106 | $224.0K | 0.02% | +106 | New |
| Pitcairn Co | 106 | $224.0K | 0.01% | −6−5.4% | Reduced |
| First American Trust, FSB | 107 | $226.1K | 0.02% | +107 | New |
| Canandaigua National Bank & Trust Co | 108 | $228.2K | 0.02% | −49−31.2% | Reduced |
| Founders Financial Alliance, LLC | 112 | $236.9K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 112 | $237.6K | 0.01% | +2+1.8% | Added |
| Colonial Trust Co | 113 | $238.8K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 113 | $238.8K | 0.02% | +113 | New |
| M. Kulyk & Associates, LLC | 114 | $240.9K | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 114 | $240.9K | 0.20% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 114 | $241.0K | 0.05% | +114 | New |
| Ostrum Asset Management | 116 | $245.1K | 0.02% | −932−88.9% | Reduced |
| Nilsine Partners, LLC | 117 | $247.2K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 117 | $247.2K | 0.01% | +8+7.3% | Added |
| Catalina Capital Group, LLC | 118 | $249.3K | 0.08% | +9+8.3% | Added |
| Fort Washington Investment Advisors Inc | 120 | $253.6K | 0.00% | 00.0% | Unchanged |
| Mason & Associates Inc | 121 | $255.7K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 121 | $256.0K | 0.05% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 123 | $259.9K | 0.03% | −2−1.6% | Reduced |
| GeoWealth Management, LLC | 123 | $259.9K | 0.01% | +45+57.7% | Added |
| McCollum Christoferson Group LLC | 125 | $264.1K | 0.08% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 125 | $264.1K | 0.13% | +10+8.7% | Added |
| Personal Cfo Solutions, LLC | 125 | $264.2K | 0.05% | +125 | New |
| Yoffe Investment Management, LLC | 128 | $270.5K | 0.40% | +128 | New |
| Quantum Financial Advisors, LLC | 129 | $272.6K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 130 | $274.4K | 0.00% | −3−2.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 131 | $276.8K | 0.00% | −6−4.4% | Reduced |
| Modera Wealth Management, LLC | 131 | $276.8K | 0.00% | +4+3.1% | Added |
| Fidelis Capital Partners, LLC | 133 | $284.2K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 135 | $285.3K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 138 | $291.6K | 0.01% | +9+7.0% | Added |
| Tobam | 139 | $294.0K | 0.09% | −51−26.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 141 | $298.0K | 0.00% | +141 | New |
| Ground Swell Capital, LLC | 142 | $300.0K | 0.65% | +142 | New |
| Caas Capital Management LP | 144 | $304.3K | 0.25% | −6−4.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 144 | $304.3K | 0.07% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 144 | $304.3K | 0.01% | +1+0.7% | Added |
| Two Sigma Securities, LLC | 146 | $308.5K | 0.06% | −525−78.2% | Reduced |
| Connable Office Inc | 146 | $308.5K | 0.03% | 00.0% | Unchanged |
| Natixis | 146 | $308.5K | 0.00% | +146 | New |
| Cooper Financial Group | 146 | $308.5K | 0.04% | +146 | New |
| AlTi Global, Inc. | 147 | $311.4K | 0.01% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 150 | $317.0K | 0.25% | +150 | New |
| Cary Street Partners Financial LLC | 153 | $323.3K | 0.01% | +153 | New |
| Gamco Investors, Inc. Et Al | 155 | $327.5K | 0.00% | +5+3.3% | Added |
| Waterloo Capital, L.P. | 156 | $329.6K | 0.03% | −2−1.3% | Reduced |
| LexAurum Advisors, LLC | 157 | $330.8K | 0.07% | +1+0.6% | Added |
| Cresset Asset Management, LLC | 157 | $331.8K | 0.00% | −548−77.7% | Reduced |
| Keel Point, LLC | 160 | $338.1K | 0.03% | +32+25.0% | Added |
| Quadrant Capital Group LLC | 161 | $340.2K | 0.02% | −5−3.0% | Reduced |
| IFP Advisors, Inc | 160 | $342.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 163 | $344.0K | 0.00% | +5+3.2% | Added |
| Bleakley Financial Group, LLC | 164 | $346.5K | 0.01% | −3−1.8% | Reduced |
| Principal Securities, Inc. | 166 | $350.8K | 0.01% | +43+35.0% | Added |
| CIBC Private Wealth Group, LLC | 169 | $353.9K | 0.00% | −8−4.5% | Reduced |
| Eqis Capital Management, Inc. | 168 | $354.6K | 0.03% | +18+12.0% | Added |
| Profund Advisors LLC | 169 | $357.1K | 0.01% | +169 | New |
| Stratos Wealth Partners, LTD. | 169 | $358.4K | 0.01% | −17−9.1% | Reduced |
| Lido Advisors, LLC | 170 | $359.5K | 0.00% | −1−0.6% | Reduced |
| Private Advisor Group, LLC | 172 | $363.4K | 0.00% | +5+3.0% | Added |
| Verdence Capital Advisors LLC | 173 | $365.6K | 0.03% | +7+4.2% | Added |
| Pinnacle Associates Ltd | 173 | $365.6K | 0.00% | +173 | New |
| Scientech Research LLC | 174 | $367.7K | 0.10% | −236−57.6% | Reduced |
| Guggenheim Capital LLC | 176 | $371.9K | 0.00% | +48+37.5% | Added |
| Jump Financial, LLC | 178 | $376.1K | 0.01% | +178 | New |
| Guardian Wealth Advisors, LLC | 179 | $378.2K | 0.03% | −5−2.7% | Reduced |
| Transcend Wealth Collective, LLC | 180 | $380.3K | 0.03% | +8+4.7% | Added |
| Salem Investment Counselors Inc | 185 | $390.9K | 0.01% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 186 | $393.0K | 0.27% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 187 | $395.1K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 187 | $395.1K | 0.02% | −22−10.5% | Reduced |
| Hedeker Wealth, LLC | 187 | $395.1K | 0.10% | +31+19.9% | Added |
| Heritage Trust Co | 188 | $397.2K | 0.05% | +188 | New |
| Yousif Capital Management, LLC | 188 | $397.2K | 0.00% | +15+8.7% | Added |
| Ontario Teachers Pension Plan Board | 188 | $397.2K | 0.01% | +188 | New |
| Bank of Nova Scotia | 191 | $403.6K | 0.00% | −61−24.2% | Reduced |
| Alps Advisors Inc | 192 | $405.7K | 0.00% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 196 | $414.2K | 0.01% | −7−3.4% | Reduced |
| Private Capital Advisors, Inc. | 197 | $416.3K | 0.05% | −81−29.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 197 | $416.3K | 0.00% | +3+1.5% | Added |
| HB Wealth Management, LLC | 199 | $420.5K | 0.00% | +1+0.5% | Added |