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 |
|---|---|---|---|---|---|
| Old National Bancorp | 200 | $422.6K | 0.01% | +54+37.0% | Added |
| UniSuper Management Pty Ltd | 200 | $422.6K | 0.00% | −100−33.3% | Reduced |
| Panagora Asset Management Inc | 200 | $422.6K | 0.00% | −36−15.3% | Reduced |
| Colonial Trust Advisors | 200 | $422.6K | 0.04% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 200 | $422.6K | 0.16% | 00.0% | Unchanged |
| State of Michigan Retirement System | 200 | $422.6K | 0.00% | +200 | New |
| Militia Capital Partners, LP | 200 | $422.6K | 0.20% | +200 | New |
| WS Portfolio Advisory, LLC | 200 | $422.6K | 1.72% | +200 | New |
| Meiji Yasuda Asset Management Co Ltd. | 202 | $426.8K | 0.02% | −76−27.3% | Reduced |
| Ameritas Advisory Services, LLC | 202 | $426.8K | 0.01% | +202 | New |
| Avantax Advisory Services, Inc. | 203 | $429.5K | 0.00% | +3+1.5% | Added |
| Tritonpoint Wealth, LLC | 208 | $438.5K | 0.04% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 210 | $443.7K | 0.02% | −158−42.9% | Reduced |
| Integrated Quantitative Investments LLC | 210 | $443.7K | 0.22% | +210 | New |
| MetLife Investment Management | 211 | $445.8K | 0.00% | +1+0.5% | Added |
| Farther Finance Advisors, LLC | 212 | $448.0K | 0.02% | +166+360.9% | Added |
| Venturi Wealth Management, LLC | 213 | $450.1K | 0.02% | +20+10.4% | Added |
| CWM, LLC | 214 | $452.0K | 0.00% | −43−16.7% | Reduced |
| SeaCrest Wealth Management, LLC | 214 | $452.7K | 0.05% | +37+20.9% | Added |
| LRI Investments, LLC | 215 | $454.6K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 215 | $462.5K | 0.01% | +57+36.1% | Added |
| Mercer Global Advisors Inc | 219 | $463.7K | 0.00% | −13−5.6% | Reduced |
| Vestcor Inc | 220 | $465.0K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 221 | $466.6K | 0.01% | +10+4.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 225 | $475.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 227 | $479.9K | 0.01% | +25+12.4% | Added |
| Cambria Investment Management, L.P. | 228 | $481.8K | 0.03% | −16−6.6% | Reduced |
| Signaturefd, LLC | 228 | $481.8K | 0.01% | −4−1.7% | Reduced |
| Empowered Funds, LLC | 228 | $481.8K | 0.01% | −2−0.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 235 | $495.6K | 0.00% | +73+45.1% | Added |
| Greenwich Wealth Management LLC | 235 | $496.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 236 | $498.7K | 0.00% | +220+1,375.0% | Added |
| XTX Topco Ltd | 236 | $498.7K | 0.04% | +236 | New |
| Triangle Securities Wealth Management | 237 | $500.8K | 0.13% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 238 | $502.9K | 0.21% | +238 | New |
| Colony Group, LLC | 239 | $505.0K | 0.00% | +84+54.2% | Added |
| Oppenheimer Asset Management Inc. | 240 | $507.1K | 0.01% | −38−13.7% | Reduced |
| Aptus Capital Advisors, LLC | 240 | $507.1K | 0.01% | −1−0.4% | Reduced |
| Summit Trail Advisors, LLC | 241 | $508.3K | 0.02% | +39+19.3% | Added |
| Snowden Capital Advisors LLC | 241 | $509.2K | 0.02% | +16+7.1% | Added |
| Prudential PLC | 242 | $511.4K | 0.00% | −253−51.1% | Reduced |
| Ieq Capital, LLC | 244 | $515.6K | 0.00% | −22−8.3% | Reduced |
| Jones Financial Companies LLLP | 247 | $521.3K | 0.00% | +38+18.2% | Added |
| Carolinas Wealth Consulting LLC | 249 | $524.2K | 0.10% | +233+1,456.3% | Added |
| Quent Capital, LLC | 248 | $524.7K | 0.05% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 250 | $528.3K | 0.03% | −736−74.6% | Reduced |
| Squarepoint Ops LLC | 254 | $536.7K | 0.00% | +254 | New |
| Mount Lucas Management LP | 260 | $549.4K | 0.19% | −55−17.5% | Reduced |
| Coldstream Capital Management Inc | 263 | $555.7K | 0.01% | −5−1.9% | Reduced |
| Flow Traders U.S. LLC | 263 | $556.0K | 0.02% | +263 | New |
| Ossiam | 266 | $562.1K | 0.01% | +75+39.3% | Added |
| Atria Investments LLC | 270 | $569.5K | 0.01% | −9−3.2% | Reduced |
| First Bank & Trust | 273 | $576.9K | 0.11% | +23+9.2% | Added |
| Stonegate Investment Group, LLC | 279 | $589.5K | 0.02% | +12+4.5% | Added |
| Ritholtz Wealth Management | 279 | $589.7K | 0.02% | −28−9.1% | Reduced |
| TriaGen Wealth Management LLC | 285 | $602.2K | 0.20% | 00.0% | Unchanged |
| Shell Asset Management Co | 286 | $604.0K | 0.03% | −91−24.1% | Reduced |
| Burney Co | 288 | $608.5K | 0.02% | −4−1.4% | Reduced |
| Balyasny Asset Management LLC | 289 | $610.7K | 0.00% | −636−68.8% | Reduced |
| Allstate Corp | 299 | $631.8K | 0.02% | +299 | New |
| Paradigm Asset Management Co LLC | 300 | $633.9K | 0.17% | +300 | New |
| Atria Wealth Solutions, Inc. | 302 | $637.4K | 0.01% | +156+106.8% | Added |
| D.A. Davidson & Co. | 303 | $640.2K | 0.01% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 304 | $642.4K | 0.11% | +136+81.0% | Added |
| Marmo Financial Group, LLC | 307 | $648.7K | 0.35% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 308 | $651.0K | 0.01% | −40−11.5% | Reduced |
| Everence Capital Management Inc | 310 | $655.0K | 0.04% | +310 | New |
| Graham Capital Management, L.P. | 315 | $665.6K | 0.02% | −332−51.3% | Reduced |
| Covey Capital Advisors, LLC | 315 | $665.6K | 0.76% | −28−8.2% | Reduced |
| Covestor Ltd | 317 | $671.0K | 0.42% | +41+14.9% | Added |
| Nations Financial Group Inc, | 321 | $678.3K | 0.05% | +7+2.2% | Added |
| Walleye Capital LLC | 322 | $680.4K | 0.01% | +322 | New |
| Mackenzie Financial Corp | 323 | $682.5K | 0.00% | −347−51.8% | Reduced |
| Forum Financial Management, LP | 323 | $683.2K | 0.01% | +3+0.9% | Added |
| Toroso Investments, LLC | 335 | $707.9K | 0.01% | −823−71.1% | Reduced |
| Applied Finance Capital Management, LLC | 336 | $710.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 337 | $711.7K | 0.00% | −20−5.6% | Reduced |
| Credit Agricole S A | 340 | $718.4K | 0.00% | +95+38.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 343 | $725.0K | 0.00% | +121+54.5% | Added |
| Meitav Dash Investments Ltd | 345 | $729.0K | 0.01% | +167+93.8% | Added |
| WealthShield Partners, LLC | 348 | $735.3K | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 348 | $735.9K | 0.00% | −26−7.0% | Reduced |
| CSS LLC | 350 | $739.6K | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 362 | $764.9K | 0.03% | +38+11.7% | Added |
| Marathon Capital Management | 365 | $771.3K | 0.19% | −40−9.9% | Reduced |
| Old North State Trust, LLC | 371 | $784.0K | 0.50% | +93+33.5% | Added |
| Allianz Asset Management GmbH | 378 | $798.7K | 0.00% | −32−7.8% | Reduced |
| Gradient Investments LLC | 379 | $800.8K | 0.02% | +379 | New |
| CIBC World Markets Inc. | 380 | $803.0K | 0.00% | −267−41.3% | Reduced |
| Callan Family Office, LLC | 383 | $809.3K | 0.05% | +383 | New |
| Angel Oak Capital Advisors, LLC | 390 | $824.1K | 1.10% | +390 | New |
| Benjamin Edwards Inc | 391 | $826.5K | 0.01% | +29+8.0% | Added |
| Jane Street Group, LLC | 397 | $838.9K | 0.00% | −1,846−82.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 405 | $855.8K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 409 | $864.2K | 0.01% | −12−2.9% | Reduced |
| Neuberger Berman Group LLC | 417 | $881.5K | 0.00% | +1+0.2% | Added |
| Omers Administration Corp | 422 | $891.7K | 0.01% | +70+19.9% | Added |
| Walleye Trading LLC | 423 | $893.8K | 0.02% | +319+306.7% | Added |
| Pekin Hardy Strauss, Inc. | 424 | $895.9K | 0.11% | +424 | New |
| Exencial Wealth Advisors, LLC | 428 | $904.4K | 0.03% | +5+1.2% | Added |