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, Q1 2025
Institutional positions in First Citizens Bancshares Inc as of Mar 31, 2025. 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
- 611
- +1 vs. Q4 2024
- Shares held
- 8.26M
- −83.5K (−1.0%) vs. Q4 2024
- Total value
- $15.3B
- −$2.32B (−13.2%) vs. Q4 2024
- New holders
- 74
- 213 more added
- Sold out
- 73
- 197 more reduced
7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 1 | $1.00K | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $1.85K | 0.00% | −44−97.8% | Reduced |
| Trust Co of Vermont | 1 | $1.85K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 110 | $1.85K | 0.00% | +109+10,900.0% | Added |
| Private Wealth Asset Management, LLC | 1 | $1.85K | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $1.85K | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $1.85K | 0.00% | −14−93.3% | Reduced |
| HHM Wealth Advisors, LLC | 1 | $1.85K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $1.85K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1 | $1.85K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $1.85K | 0.00% | +1 | New |
| First Pacific Financial | 1 | $1.85K | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $1.85K | 0.00% | +1 | New |
| Avion Wealth | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $2.18K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $3.70K | 0.00% | +2 | New |
| Rothschild Investment LLC | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $3.71K | 0.00% | +1+100.0% | Added |
| Albion Financial Group | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $5.56K | 0.00% | −4−57.1% | Reduced |
| Chesapeake Asset Management LLC | 3 | $5.56K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3 | $5.56K | 0.00% | +1+50.0% | Added |
| Harbour Investments, Inc. | 3 | $5.56K | 0.00% | +2+200.0% | Added |
| Hara Capital LLC | 3 | $5.56K | 0.00% | +3 | New |
| MAI Capital Management | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $5.56K | 0.00% | +1+50.0% | Added |
| Cullen/Frost Bankers, Inc. | 3 | $5.59K | 0.00% | −5−62.5% | Reduced |
| Rakuten Securities, Inc. | 4 | $7.42K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4 | $7.42K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 4 | $7.42K | 0.04% | +4 | New |
| Golden State Wealth Management, LLC | 5 | $9.27K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $9.27K | 0.00% | −3−37.5% | Reduced |
| Harbor Investment Advisory, LLC | 6 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $11.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $13.0K | 0.00% | −3−30.0% | Reduced |
| Bell Investment Advisors, Inc | 7 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 7 | $13.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7 | $13.0K | 0.01% | +7 | New |
| Atlas Capital Advisors LLC | 8 | $14.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $14.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $16.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $17.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $18.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $18.5K | 0.01% | 00.0% | Unchanged |
| Tobam | 10 | $19.0K | 0.01% | −129−92.8% | Reduced |
| Country Trust Bank | 11 | $20.4K | 0.00% | +1+10.0% | Added |
| SRS Capital Advisors, Inc. | 13 | $24.1K | 0.00% | −15−53.6% | Reduced |
| Lindbrook Capital, LLC | 13 | $24.1K | 0.00% | −12−48.0% | Reduced |
| Larson Financial Group LLC | 13 | $24.1K | 0.00% | +5+62.5% | Added |
| PFS Partners, LLC | 13 | $24.4K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $25.0K | 0.00% | −6,406−99.8% | Reduced |
| Hemington Wealth Management | 14 | $25.0K | 0.00% | −2−12.5% | Reduced |
| Fifth Third Bancorp | 15 | $27.8K | 0.00% | −3−16.7% | Reduced |
| Huntington National Bank | 16 | $29.7K | 0.00% | +6+60.0% | Added |
| Allworth Financial LP | 17 | $30.5K | 0.00% | +3+21.4% | Added |
| Mather Group, LLC. | 17 | $31.5K | 0.00% | −1−5.6% | Reduced |
| Duncker Streett & Co Inc | 17 | $31.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $31.5K | 0.00% | +6+54.5% | Added |
| Asset Planning,Inc | 18 | $33.4K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 19 | $35.2K | 0.00% | +19 | New |
| Walleye Trading LLC | 21 | $38.9K | 0.00% | −402−95.0% | Reduced |
| V-Square Quantitative Management LLC | 21 | $38.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $40.8K | 0.01% | +4+22.2% | Added |
| Community Bank, N.A. | 24 | $44.5K | 0.01% | +24 | New |
| SBI Securities Co., Ltd. | 24 | $44.5K | 0.00% | +5+26.3% | Added |
| Trust Co | 25 | $46.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 26 | $48.2K | 0.00% | +26 | New |
| Parkside Financial Bank & Trust | 29 | $53.8K | 0.01% | −18−38.3% | Reduced |
| Riverview Trust Co | 30 | $55.6K | 0.05% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 35 | $64.0K | 0.03% | +35 | New |
| Johnson Financial Group, Inc. | 35 | $64.9K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 37 | $66.8K | 0.01% | +9+32.1% | Added |
| Bessemer Group Inc | 39 | $72.0K | 0.00% | −762−95.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 39 | $72.3K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $74.2K | 0.01% | +29+263.6% | Added |
| Ci Investments Inc. | 46 | $85.0K | 0.00% | −8−14.8% | Reduced |
| Accent Capital Management, LLC | 50 | $92.7K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 51 | $93.6K | 0.01% | +1+2.0% | Added |
| Tower Research Capital LLC (TRC) | 57 | $105.7K | 0.00% | −8−12.3% | Reduced |
| North Star Investment Management Corp. | 60 | $111.6K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 62 | $115.0K | 0.01% | −54−46.6% | Reduced |
| Federated Hermes, Inc. | 64 | $118.7K | 0.00% | −172−72.9% | Reduced |
| GAMMA Investing LLC | 66 | $122.4K | 0.01% | −6−8.3% | Reduced |
| State of Wyoming | 66 | $122.4K | 0.02% | +9+15.8% | Added |
| EverSource Wealth Advisors, LLC | 67 | $124.2K | 0.01% | +19+39.6% | Added |
| GeoWealth Management, LLC | 73 | $135.4K | 0.01% | −50−40.7% | Reduced |