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 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 77 | $142.8K | 0.00% | −6−7.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 81 | $151.1K | 0.00% | +4+5.2% | Added |
| Parallel Advisors, LLC | 82 | $152.0K | 0.00% | −5−5.7% | Reduced |
| Colonial Trust Co | 83 | $153.9K | 0.02% | −30−26.5% | Reduced |
| Private Trust Co NA | 88 | $163.2K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 90 | $166.0K | 0.00% | +79+718.2% | Added |
| Cary Street Partners Financial LLC | 104 | $192.8K | 0.01% | −49−32.0% | Reduced |
| Ronald Blue Trust, Inc. | 106 | $196.5K | 0.00% | +15+16.5% | Added |
| Invesco, LLC | 108 | $200.2K | 0.08% | +108 | New |
| Envestnet Portfolio Solutions, Inc. | 108 | $200.9K | 0.00% | −127−54.0% | Reduced |
| Abn Amro Investment Solutions | 110 | $204.0K | 0.00% | −86−43.9% | Reduced |
| Siemens Fonds Invest GmbH | 113 | $209.5K | 0.01% | +7+6.6% | Added |
| Stevens Capital Management LP | 114 | $211.0K | 0.05% | +114 | New |
| M. Kulyk & Associates, LLC | 114 | $211.4K | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 114 | $211.4K | 0.17% | 00.0% | Unchanged |
| Cigna Investments Inc | 114 | $212.0K | 0.04% | −7−5.8% | Reduced |
| National Asset Management, Inc. | 114 | $212.2K | 0.01% | +2+1.8% | Added |
| TCFG Wealth Management, LLC | 115 | $213.2K | 0.11% | −10−8.0% | Reduced |
| Concurrent Investment Advisors, LLC | 117 | $217.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 119 | $220.7K | 0.00% | +119 | New |
| Fort Washington Investment Advisors Inc | 120 | $222.5K | 0.00% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 120 | $222.5K | 0.04% | +120 | New |
| Mason & Associates Inc | 121 | $224.3K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 122 | $226.2K | 0.00% | −9−6.9% | Reduced |
| Horst & Graben Wealth Management LLC | 122 | $226.4K | 0.04% | +122 | New |
| Moody National Bank Trust Division | 123 | $228.1K | 0.02% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 125 | $231.8K | 0.07% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 126 | $233.8K | 0.00% | −182−59.1% | Reduced |
| Yoffe Investment Management, LLC | 128 | $237.3K | 0.35% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 129 | $239.2K | 0.04% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 129 | $239.2K | 0.03% | +129 | New |
| Simon Quick Advisors, LLC | 129 | $239.2K | 0.01% | +25+24.0% | Added |
| Nilsine Partners, LLC | 130 | $241.0K | 0.03% | +13+11.1% | Added |
| Northwestern Mutual Wealth Management Co | 132 | $244.7K | 0.00% | +1+0.8% | Added |
| Fidelis Capital Partners, LLC | 138 | $245.0K | 0.03% | +5+3.8% | Added |
| Gryphon Financial Partners LLC | 132 | $245.1K | 0.04% | +32+32.0% | Added |
| Gotham Asset Management, LLC | 135 | $250.3K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 138 | $256.0K | 0.00% | −3−2.1% | Reduced |
| Atria Wealth Solutions, Inc. | 140 | $259.6K | 0.00% | −162−53.6% | Reduced |
| Blueshift Asset Management, LLC | 140 | $259.6K | 0.10% | +140 | New |
| Delta Investment Management, LLC | 141 | $261.8K | 0.05% | +27+23.7% | Added |
| Journey Strategic Wealth LLC | 142 | $263.3K | 0.01% | −2−1.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 144 | $267.0K | 0.06% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 147 | $272.0K | 0.03% | +147 | New |
| AlTi Global, Inc. | 147 | $273.2K | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 150 | $275.3K | 0.01% | +150 | New |
| Covestor Ltd | 149 | $277.0K | 0.19% | −168−53.0% | Reduced |
| Quantessence Capital LLC | 150 | $278.1K | 0.07% | +150 | New |
| Personal Cfo Solutions, LLC | 150 | $278.2K | 0.06% | +25+20.0% | Added |
| Toroso Investments, LLC | 154 | $285.5K | 0.00% | −181−54.0% | Reduced |
| Cooper Financial Group | 154 | $285.6K | 0.04% | +8+5.5% | Added |
| Gamco Investors, Inc. Et Al | 155 | $287.4K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 157 | $290.6K | 0.06% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 157 | $291.1K | 0.03% | +1+0.6% | Added |
| Private Advisor Group, LLC | 158 | $293.0K | 0.00% | −14−8.1% | Reduced |
| Keel Point, LLC | 160 | $296.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 160 | $300.4K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 162 | $300.6K | 0.00% | −7−4.1% | Reduced |
| Bank of Nova Scotia | 163 | $302.2K | 0.00% | −28−14.7% | Reduced |
| Cresset Asset Management, LLC | 163 | $302.3K | 0.00% | +6+3.8% | Added |
| CWM, LLC | 167 | $310.0K | 0.00% | −47−22.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 168 | $311.5K | 0.20% | +168 | New |
| Metis Global Partners, LLC | 172 | $318.9K | 0.01% | +34+24.6% | Added |
| Vestcor Inc | 172 | $319.0K | 0.01% | −48−21.8% | Reduced |
| Snowden Capital Advisors LLC | 173 | $320.8K | 0.01% | −68−28.2% | Reduced |
| Pinnacle Associates Ltd | 173 | $320.8K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 175 | $321.1K | 0.01% | +175 | New |
| Alyeska Investment Group, L.P. | 174 | $322.6K | 0.00% | +174 | New |
| Verdence Capital Advisors LLC | 175 | $324.5K | 0.02% | +2+1.2% | Added |
| CIBC Private Wealth Group, LLC | 209 | $326.4K | 0.00% | +40+23.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 178 | $330.0K | 0.00% | −19−9.6% | Reduced |
| Guardian Wealth Advisors, LLC | 179 | $331.9K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 180 | $333.7K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 163 | $333.8K | 0.06% | +163 | New |
| Aquatic Capital Management LLC | 182 | $337.4K | 0.01% | +182 | New |
| Salem Investment Counselors Inc | 185 | $343.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 186 | $344.0K | 0.03% | −29−13.5% | Reduced |
| Merrion Investment Management Co, LLC | 186 | $344.9K | 0.25% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 187 | $346.7K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 166 | $350.8K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 190 | $352.0K | 0.00% | +27+16.6% | Added |
| Heritage Trust Co | 190 | $352.3K | 0.04% | +2+1.1% | Added |
| Yousif Capital Management, LLC | 191 | $354.1K | 0.00% | +3+1.6% | Added |
| Colton Groome Financial Advisors, LLC | 200 | $355.8K | 0.14% | 00.0% | Unchanged |
| Lido Advisors, LLC | 192 | $356.2K | 0.00% | +22+12.9% | Added |
| Alps Advisors Inc | 194 | $359.7K | 0.00% | +2+1.0% | Added |
| Private Capital Advisors, Inc. | 197 | $365.3K | 0.04% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 199 | $369.0K | 0.02% | −11−5.2% | Reduced |
| Advisors Asset Management, Inc. | 199 | $369.0K | 0.01% | +199 | New |
| Integrated Quantitative Investments LLC | 200 | $370.8K | 0.18% | −10−4.8% | Reduced |
| State of Michigan Retirement System | 200 | $370.8K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 200 | $370.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $370.8K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 200 | $370.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $370.8K | 0.10% | +200 | New |
| Meiji Yasuda Asset Management Co Ltd. | 202 | $374.5K | 0.02% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 204 | $378.2K | 0.04% | −4−1.9% | Reduced |
| MetLife Investment Management | 207 | $383.8K | 0.00% | −4−1.9% | Reduced |
| Assenagon Asset Management S.A. | 208 | $385.7K | 0.00% | −1,087−83.9% | Reduced |
| Ossiam | 211 | $391.2K | 0.01% | −55−20.7% | Reduced |