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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 213 | $450.1K | 0.02% | +20+10.4% | Added |
| Farther Finance Advisors, LLC | 212 | $448.0K | 0.02% | +166+360.9% | Added |
| MetLife Investment Management | 211 | $445.8K | 0.00% | +1+0.5% | Added |
| Emerald Advisers, LLC | 210 | $443.7K | 0.02% | −158−42.9% | Reduced |
| Integrated Quantitative Investments LLC | 210 | $443.7K | 0.22% | +210 | New |
| Tritonpoint Wealth, LLC | 208 | $438.5K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 203 | $429.5K | 0.00% | +3+1.5% | Added |
| 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 |
| 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 |
| Old National Bancorp | 200 | $422.6K | 0.01% | +54+37.0% | Added |
| HB Wealth Management, LLC | 199 | $420.5K | 0.00% | +1+0.5% | Added |
| 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 |
| Abn Amro Investment Solutions | 196 | $414.2K | 0.01% | −7−3.4% | Reduced |
| Alps Advisors Inc | 192 | $405.7K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 191 | $403.6K | 0.00% | −61−24.2% | Reduced |
| 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 |
| Heritage Trust Co | 188 | $397.2K | 0.05% | +188 | New |
| 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 |
| Dorsey & Whitney Trust CO LLC | 187 | $395.1K | 0.02% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 186 | $393.0K | 0.27% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 185 | $390.9K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 180 | $380.3K | 0.03% | +8+4.7% | Added |
| Guardian Wealth Advisors, LLC | 179 | $378.2K | 0.03% | −5−2.7% | Reduced |
| Jump Financial, LLC | 178 | $376.1K | 0.01% | +178 | New |
| Guggenheim Capital LLC | 176 | $371.9K | 0.00% | +48+37.5% | Added |
| Scientech Research LLC | 174 | $367.7K | 0.10% | −236−57.6% | Reduced |
| Verdence Capital Advisors LLC | 173 | $365.6K | 0.03% | +7+4.2% | Added |
| Pinnacle Associates Ltd | 173 | $365.6K | 0.00% | +173 | New |
| Private Advisor Group, LLC | 172 | $363.4K | 0.00% | +5+3.0% | Added |
| Lido Advisors, LLC | 170 | $359.5K | 0.00% | −1−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 169 | $358.4K | 0.01% | −17−9.1% | Reduced |
| Profund Advisors LLC | 169 | $357.1K | 0.01% | +169 | New |
| Eqis Capital Management, Inc. | 168 | $354.6K | 0.03% | +18+12.0% | Added |
| CIBC Private Wealth Group, LLC | 169 | $353.9K | 0.00% | −8−4.5% | Reduced |
| Principal Securities, Inc. | 166 | $350.8K | 0.01% | +43+35.0% | Added |
| Bleakley Financial Group, LLC | 164 | $346.5K | 0.01% | −3−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 163 | $344.0K | 0.00% | +5+3.2% | Added |
| IFP Advisors, Inc | 160 | $342.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 161 | $340.2K | 0.02% | −5−3.0% | Reduced |
| Keel Point, LLC | 160 | $338.1K | 0.03% | +32+25.0% | Added |
| Cresset Asset Management, LLC | 157 | $331.8K | 0.00% | −548−77.7% | Reduced |
| LexAurum Advisors, LLC | 157 | $330.8K | 0.07% | +1+0.6% | Added |
| Waterloo Capital, L.P. | 156 | $329.6K | 0.03% | −2−1.3% | Reduced |
| Gamco Investors, Inc. Et Al | 155 | $327.5K | 0.00% | +5+3.3% | Added |
| Cary Street Partners Financial LLC | 153 | $323.3K | 0.01% | +153 | New |
| Chapman Financial Group, LLC | 150 | $317.0K | 0.25% | +150 | New |
| AlTi Global, Inc. | 147 | $311.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Ground Swell Capital, LLC | 142 | $300.0K | 0.65% | +142 | New |
| Kovitz Investment Group Partners, LLC | 141 | $298.0K | 0.00% | +141 | New |
| Tobam | 139 | $294.0K | 0.09% | −51−26.8% | Reduced |
| Metis Global Partners, LLC | 138 | $291.6K | 0.01% | +9+7.0% | Added |
| Gotham Asset Management, LLC | 135 | $285.3K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 133 | $284.2K | 0.03% | 00.0% | Unchanged |
| 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 |
| Ballentine Partners, LLC | 130 | $274.4K | 0.00% | −3−2.3% | Reduced |
| Quantum Financial Advisors, LLC | 129 | $272.6K | 0.04% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 128 | $270.5K | 0.40% | +128 | New |
| Personal Cfo Solutions, LLC | 125 | $264.2K | 0.05% | +125 | New |
| 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 |
| GeoWealth Management, LLC | 123 | $259.9K | 0.01% | +45+57.7% | Added |
| Moody National Bank Trust Division | 123 | $259.9K | 0.03% | −2−1.6% | Reduced |
| Cigna Investments Inc | 121 | $256.0K | 0.05% | 00.0% | Unchanged |
| Mason & Associates Inc | 121 | $255.7K | 0.06% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 120 | $253.6K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 118 | $249.3K | 0.08% | +9+8.3% | Added |
| Concurrent Investment Advisors, LLC | 117 | $247.2K | 0.01% | +8+7.3% | Added |
| Nilsine Partners, LLC | 117 | $247.2K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 116 | $245.1K | 0.02% | −932−88.9% | Reduced |
| Delta Investment Management, LLC | 114 | $241.0K | 0.05% | +114 | New |
| M. Kulyk & Associates, LLC | 114 | $240.9K | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 114 | $240.9K | 0.20% | 00.0% | Unchanged |
| Colonial Trust Co | 113 | $238.8K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 113 | $238.8K | 0.02% | +113 | New |
| National Asset Management, Inc. | 112 | $237.6K | 0.01% | +2+1.8% | Added |
| Founders Financial Alliance, LLC | 112 | $236.9K | 0.07% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 108 | $228.2K | 0.02% | −49−31.2% | Reduced |
| First American Trust, FSB | 107 | $226.1K | 0.02% | +107 | New |
| Pitcairn Co | 106 | $224.0K | 0.01% | −6−5.4% | Reduced |
| Siemens Fonds Invest GmbH | 106 | $224.0K | 0.02% | +106 | New |
| Simon Quick Advisors, LLC | 104 | $219.8K | 0.01% | −25−19.4% | Reduced |
| Symphony Financial Services, Inc. | 104 | $219.8K | 0.18% | +104 | New |