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 |
|---|---|---|---|---|---|
| Whitener Capital Management, Inc. | 495 | $1.05M | 0.29% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 494 | $1.04M | 0.01% | +99+25.1% | Added |
| Pettinga Financial Advisors, LLC | 485 | $1.02M | 0.23% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 478 | $1.01M | 0.18% | +30+6.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 476 | $1.01M | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 474 | $1.00M | 0.00% | +15+3.3% | Added |
| CAPROCK Group, Inc. | 473 | $999.5K | 0.03% | −3−0.6% | Reduced |
| MRP Capital Investments, LLC | 473 | $999.5K | 0.91% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 473 | $999.5K | 0.24% | +473 | New |
| Aviva PLC | 463 | $978.3K | 0.00% | −1−0.2% | Reduced |
| Schroder Investment Management Group | 462 | $976.2K | 0.00% | +239+107.2% | Added |
| CIBC World Markets Corp | 457 | $965.6K | 0.01% | −134−22.7% | Reduced |
| Savant Capital, LLC | 446 | $942.0K | 0.01% | +14+3.2% | Added |
| Tandem Capital Management Corp | 439 | $927.6K | 0.50% | −4−0.9% | Reduced |
| Affinity Investment Advisors, LLC | 437 | $923.4K | 0.77% | −256−36.9% | Reduced |
| Greenleaf Trust | 434 | $917.1K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 430 | $908.6K | 0.14% | −133−23.6% | Reduced |
| Exencial Wealth Advisors, LLC | 428 | $904.4K | 0.03% | +5+1.2% | Added |
| Pekin Hardy Strauss, Inc. | 424 | $895.9K | 0.11% | +424 | New |
| Walleye Trading LLC | 423 | $893.8K | 0.02% | +319+306.7% | Added |
| Omers Administration Corp | 422 | $891.7K | 0.01% | +70+19.9% | Added |
| Neuberger Berman Group LLC | 417 | $881.5K | 0.00% | +1+0.2% | Added |
| Kestra Private Wealth Services, LLC | 409 | $864.2K | 0.01% | −12−2.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 405 | $855.8K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 397 | $838.9K | 0.00% | −1,846−82.3% | Reduced |
| Benjamin Edwards Inc | 391 | $826.5K | 0.01% | +29+8.0% | Added |
| Angel Oak Capital Advisors, LLC | 390 | $824.1K | 1.10% | +390 | New |
| Callan Family Office, LLC | 383 | $809.3K | 0.05% | +383 | New |
| CIBC World Markets Inc. | 380 | $803.0K | 0.00% | −267−41.3% | Reduced |
| Gradient Investments LLC | 379 | $800.8K | 0.02% | +379 | New |
| Allianz Asset Management GmbH | 378 | $798.7K | 0.00% | −32−7.8% | Reduced |
| Old North State Trust, LLC | 371 | $784.0K | 0.50% | +93+33.5% | Added |
| Marathon Capital Management | 365 | $771.3K | 0.19% | −40−9.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 362 | $764.9K | 0.03% | +38+11.7% | Added |
| CSS LLC | 350 | $739.6K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 348 | $735.9K | 0.00% | −26−7.0% | Reduced |
| WealthShield Partners, LLC | 348 | $735.3K | 0.10% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 345 | $729.0K | 0.01% | +167+93.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 343 | $725.0K | 0.00% | +121+54.5% | Added |
| Credit Agricole S A | 340 | $718.4K | 0.00% | +95+38.8% | Added |
| HighTower Advisors, LLC | 337 | $711.7K | 0.00% | −20−5.6% | Reduced |
| Applied Finance Capital Management, LLC | 336 | $710.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 335 | $707.9K | 0.01% | −823−71.1% | Reduced |
| Forum Financial Management, LP | 323 | $683.2K | 0.01% | +3+0.9% | Added |
| Mackenzie Financial Corp | 323 | $682.5K | 0.00% | −347−51.8% | Reduced |
| Walleye Capital LLC | 322 | $680.4K | 0.01% | +322 | New |
| Nations Financial Group Inc, | 321 | $678.3K | 0.05% | +7+2.2% | Added |
| Covestor Ltd | 317 | $671.0K | 0.42% | +41+14.9% | Added |
| 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 |
| Everence Capital Management Inc | 310 | $655.0K | 0.04% | +310 | New |
| Sequoia Financial Advisors, LLC | 308 | $651.0K | 0.01% | −40−11.5% | Reduced |
| Marmo Financial Group, LLC | 307 | $648.7K | 0.35% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 304 | $642.4K | 0.11% | +136+81.0% | Added |
| D.A. Davidson & Co. | 303 | $640.2K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 302 | $637.4K | 0.01% | +156+106.8% | Added |
| Paradigm Asset Management Co LLC | 300 | $633.9K | 0.17% | +300 | New |
| Allstate Corp | 299 | $631.8K | 0.02% | +299 | New |
| Balyasny Asset Management LLC | 289 | $610.7K | 0.00% | −636−68.8% | Reduced |
| Burney Co | 288 | $608.5K | 0.02% | −4−1.4% | Reduced |
| Shell Asset Management Co | 286 | $604.0K | 0.03% | −91−24.1% | Reduced |
| TriaGen Wealth Management LLC | 285 | $602.2K | 0.20% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 279 | $589.7K | 0.02% | −28−9.1% | Reduced |
| Stonegate Investment Group, LLC | 279 | $589.5K | 0.02% | +12+4.5% | Added |
| First Bank & Trust | 273 | $576.9K | 0.11% | +23+9.2% | Added |
| Atria Investments LLC | 270 | $569.5K | 0.01% | −9−3.2% | Reduced |
| Ossiam | 266 | $562.1K | 0.01% | +75+39.3% | Added |
| Flow Traders U.S. LLC | 263 | $556.0K | 0.02% | +263 | New |
| Coldstream Capital Management Inc | 263 | $555.7K | 0.01% | −5−1.9% | Reduced |
| Mount Lucas Management LP | 260 | $549.4K | 0.19% | −55−17.5% | Reduced |
| Squarepoint Ops LLC | 254 | $536.7K | 0.00% | +254 | New |
| Emerald Mutual Fund Advisers Trust | 250 | $528.3K | 0.03% | −736−74.6% | Reduced |
| Quent Capital, LLC | 248 | $524.7K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 249 | $524.2K | 0.10% | +233+1,456.3% | Added |
| Jones Financial Companies LLLP | 247 | $521.3K | 0.00% | +38+18.2% | Added |
| Ieq Capital, LLC | 244 | $515.6K | 0.00% | −22−8.3% | Reduced |
| Prudential PLC | 242 | $511.4K | 0.00% | −253−51.1% | Reduced |
| Snowden Capital Advisors LLC | 241 | $509.2K | 0.02% | +16+7.1% | Added |
| Summit Trail Advisors, LLC | 241 | $508.3K | 0.02% | +39+19.3% | 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 |
| Colony Group, LLC | 239 | $505.0K | 0.00% | +84+54.2% | Added |
| Farringdon Capital, Ltd. | 238 | $502.9K | 0.21% | +238 | New |
| Triangle Securities Wealth Management | 237 | $500.8K | 0.13% | 00.0% | Unchanged |
| XTX Topco Ltd | 236 | $498.7K | 0.04% | +236 | New |
| Federated Hermes, Inc. | 236 | $498.7K | 0.00% | +220+1,375.0% | Added |
| Greenwich Wealth Management LLC | 235 | $496.0K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 235 | $495.6K | 0.00% | +73+45.1% | 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 |
| Advisory Services Network, LLC | 227 | $479.9K | 0.01% | +25+12.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 225 | $475.4K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 221 | $466.6K | 0.01% | +10+4.7% | Added |
| Vestcor Inc | 220 | $465.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 219 | $463.7K | 0.00% | −13−5.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 215 | $462.5K | 0.01% | +57+36.1% | Added |
| LRI Investments, LLC | 215 | $454.6K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 214 | $452.7K | 0.05% | +37+20.9% | Added |
| CWM, LLC | 214 | $452.0K | 0.00% | −43−16.7% | Reduced |