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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 106 | $218.8K | 0.01% | +106 | New |
| Red Door Wealth Management, LLC | 103 | $217.6K | 0.03% | +103 | New |
| PFW Advisors LLC | 101 | $213.4K | 0.07% | +101 | New |
| Gryphon Financial Partners LLC | 100 | $211.6K | 0.03% | +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 |
| CCM Investment Advisers LLC | 100 | $211.3K | 0.02% | +100 | New |
| Capstone Investment Advisors, LLC | 97 | $205.0K | 0.00% | +97 | New |
| Umb Bank N A | 96 | $202.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ronald Blue Trust, Inc. | 91 | $192.3K | 0.00% | −54−37.2% | Reduced |
| Private Trust Co NA | 88 | $185.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 87 | $183.8K | 0.00% | +5+6.1% | Added |
| Corebridge Financial, Inc. | 83 | $175.4K | 0.00% | −6−6.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 77 | $163.6K | 0.00% | +7+10.0% | Added |
| GAMMA Investing LLC | 72 | $152.1K | 0.01% | +10+16.1% | Added |
| Tower Research Capital LLC (TRC) | 65 | $137.3K | 0.00% | +34+109.7% | Added |
| North Star Investment Management Corp. | 60 | $127.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 57 | $120.4K | 0.02% | −7−10.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $120.4K | 0.00% | −2−3.4% | Reduced |
| Ci Investments Inc. | 54 | $114.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 50 | $105.7K | 0.06% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 50 | $105.6K | 0.01% | +12+31.6% | Added |
| EverSource Wealth Advisors, LLC | 48 | $101.4K | 0.01% | −21−30.4% | Reduced |
| Parkside Financial Bank & Trust | 47 | $99.3K | 0.01% | +11+30.6% | Added |
| Caitong International Asset Management Co., Ltd | 45 | $95.1K | 0.09% | +45 | New |
| AlphaCentric Advisors LLC | 39 | $82.4K | 0.08% | −7−15.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 39 | $82.4K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 35 | $77.2K | 0.00% | +35 | New |
| Proequities, Inc. | 32 | $71.0K | 0.00% | +3+10.3% | Added |
| Riverview Trust Co | 30 | $63.4K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 28 | $59.2K | 0.00% | +1+3.7% | Added |
| Skopos Labs, Inc. | 28 | $57.1K | 0.02% | +7+33.3% | Added |
| Lindbrook Capital, LLC | 25 | $52.8K | 0.00% | +1+4.2% | Added |
| Trust Co | 25 | $52.8K | 0.01% | +25 | New |
| V-Square Quantitative Management LLC | 21 | $44.4K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 19 | $40.1K | 0.09% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 19 | $40.1K | 0.00% | +19 | New |
| Fifth Third Bancorp | 18 | $38.0K | 0.00% | −7−28.0% | Reduced |
| Versant Capital Management, Inc | 18 | $38.0K | 0.01% | +3+20.0% | Added |
| Mather Group, LLC. | 18 | $38.0K | 0.00% | +5+38.5% | Added |
| Asset Planning,Inc | 18 | $38.0K | 0.03% | +18 | New |
| Duncker Streett & Co Inc | 17 | $35.9K | 0.01% | +17 | New |
| Financial Life Planners | 16 | $33.1K | 0.03% | +16 | New |
| Hemington Wealth Management | 16 | $33.0K | 0.01% | +6+60.0% | Added |
| Beaird Harris Wealth Management, LLC | 15 | $31.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $31.1K | 0.00% | +1+7.7% | Added |
| Live Oak Investment Partners | – | $29.6K | 0.02% | – | – |
| PFS Partners, LLC | 13 | $27.8K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 11 | $23.2K | 0.00% | −15−57.7% | Reduced |
| Massmutual Trust Co FSB | 11 | $23.2K | 0.00% | +4+57.1% | Added |
| Lazard Asset Management LLC | 11 | $23.0K | 0.00% | −1,388−99.2% | Reduced |
| Private Wealth Management Group, LLC | 10 | $21.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 10 | $21.1K | 0.00% | −2−16.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $21.1K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $21.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10 | $21.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $19.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $19.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $19.0K | 0.00% | +4+80.0% | Added |
| Spire Wealth Management | 8 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 8 | $16.9K | 0.00% | −2−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $16.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $16.9K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $16.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $14.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 7 | $14.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $14.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 7 | $14.8K | 0.00% | +3+75.0% | Added |
| Transce3nd, LLC | 7 | $14.8K | 0.01% | +7 | New |
| Harbor Investment Advisory, LLC | 6 | $12.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $12.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $12.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 5 | $10.6K | 0.00% | +5 | New |
| Nemes Rush Group LLC | 5 | $10.6K | 0.00% | +5 | New |
| Meeder Asset Management Inc | 4 | $8.45K | 0.00% | −139−97.2% | Reduced |
| Quarry LP | 4 | $8.45K | 0.00% | −22−84.6% | Reduced |
| Rakuten Securities, Inc. | 4 | $8.45K | 0.00% | +4 | New |
| WPG Advisers, LLC | 4 | $8.45K | 0.01% | +4 | New |
| Manchester Capital Management LLC | 3 | $6.34K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3 | $6.34K | 0.00% | +3 | New |
| Westend Capital Management, LLC | 3 | $6.34K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3 | $6.34K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $6.34K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $6.34K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $6.34K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3 | $6.34K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3 | $6.34K | 0.00% | +1+50.0% | Added |
| Bokf, NA | 3 | $6.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $4.23K | 0.00% | −1−33.3% | Reduced |
| Albion Financial Group | 2 | $4.23K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $4.23K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $4.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $4.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $4.23K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2 | $4.23K | 0.00% | 00.0% | Unchanged |