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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 214 | $396.1K | 0.01% | −7−3.2% | Reduced |
| SeaCrest Wealth Management, LLC | 214 | $397.3K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 216 | $400.5K | 0.00% | −9−4.0% | Reduced |
| Axq Capital, LP | 219 | $406.1K | 0.16% | +219 | New |
| Venturi Wealth Management, LLC | 221 | $409.8K | 0.02% | +8+3.8% | Added |
| Signaturefd, LLC | 221 | $409.9K | 0.01% | −7−3.1% | Reduced |
| Ontario Teachers Pension Plan Board | 226 | $419.0K | 0.01% | +38+20.2% | Added |
| Avantax Advisory Services, Inc. | 229 | $425.2K | 0.00% | +26+12.8% | Added |
| Greenwich Wealth Management LLC | 230 | $427.0K | 0.03% | −5−2.1% | Reduced |
| Advisory Services Network, LLC | 232 | $430.4K | 0.01% | +5+2.2% | Added |
| Aptus Capital Advisors, LLC | 236 | $437.6K | 0.00% | −4−1.7% | Reduced |
| Farther Finance Advisors, LLC | 240 | $437.7K | 0.01% | +28+13.2% | Added |
| Kingswood Wealth Advisors, LLC | 237 | $439.4K | 0.04% | +237 | New |
| Fox Run Management, L.L.C. | 239 | $443.1K | 0.07% | +239 | New |
| Oppenheimer Asset Management Inc. | 241 | $446.8K | 0.01% | +1+0.4% | Added |
| Colony Group, LLC | 241 | $446.8K | 0.00% | +2+0.8% | Added |
| Guggenheim Capital LLC | 243 | $450.6K | 0.00% | +67+38.1% | Added |
| Ieq Capital, LLC | 244 | $452.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 247 | $457.1K | 0.05% | −1−0.4% | Reduced |
| Mercer Global Advisors Inc | 247 | $458.7K | 0.00% | +28+12.8% | Added |
| Carolinas Wealth Consulting LLC | 248 | $460.0K | 0.10% | −1−0.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 250 | $463.5K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 253 | $469.6K | 0.00% | −95−27.3% | Reduced |
| Credit Agricole S A | 260 | $482.1K | 0.00% | −80−23.5% | Reduced |
| Coldstream Capital Management Inc | 260 | $482.1K | 0.01% | −3−1.1% | Reduced |
| Founders Financial Alliance, LLC | 262 | $486.2K | 0.12% | +150+133.9% | Added |
| Hedeker Wealth, LLC | 264 | $489.5K | 0.13% | +77+41.2% | Added |
| Graham Capital Management, L.P. | 265 | $491.3K | 0.02% | −50−15.9% | Reduced |
| Rakuten Investment Management, Inc. | 269 | $493.6K | 0.00% | +269 | New |
| Burney Co | 267 | $495.1K | 0.02% | −21−7.3% | Reduced |
| Stonegate Investment Group, LLC | 267 | $495.1K | 0.01% | −12−4.3% | Reduced |
| Ritholtz Wealth Management | 273 | $506.4K | 0.02% | −6−2.2% | Reduced |
| Sherbrooke Park Advisers LLC | 274 | $508.0K | 0.24% | +274 | New |
| Garda Capital Partners LP | 279 | $517.3K | 0.29% | +279 | New |
| Independent Financial Group, LLC | 280 | $519.2K | 0.02% | −350−55.6% | Reduced |
| Triangle Securities Wealth Management | 282 | $522.9K | 0.13% | +45+19.0% | Added |
| Shell Asset Management Co | 284 | $527.0K | 0.03% | −2−0.7% | Reduced |
| First Bank & Trust | 286 | $530.3K | 0.10% | +13+4.8% | Added |
| Everence Capital Management Inc | 300 | $556.0K | 0.04% | −10−3.2% | Reduced |
| Paradigm Asset Management Co LLC | 300 | $556.2K | 0.15% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 303 | $561.8K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 304 | $562.8K | 0.01% | +34+12.6% | Added |
| Marmo Financial Group, LLC | 307 | $569.8K | 0.31% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 310 | $574.2K | 0.02% | +69+28.6% | Added |
| Covey Capital Advisors, LLC | 315 | $584.0K | 0.67% | 00.0% | Unchanged |
| DRW Securities, LLC | 317 | $587.8K | 0.05% | +317 | New |
| Forum Financial Management, LP | 323 | $599.5K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 325 | $602.6K | 0.05% | +4+1.2% | Added |
| Peterson Wealth Services | 328 | $608.9K | 0.19% | −252−43.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 334 | $619.3K | 0.04% | +334 | New |
| Applied Finance Capital Management, LLC | 336 | $623.0K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 348 | $638.8K | 0.01% | +133+61.9% | Added |
| CIBC World Markets Inc. | 349 | $647.1K | 0.00% | −31−8.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 353 | $654.0K | 0.00% | +10+2.9% | Added |
| WealthShield Partners, LLC | 359 | $665.6K | 0.09% | +11+3.2% | Added |
| Persistent Asset Partners Ltd | 360 | $667.5K | 0.59% | −634−63.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 361 | $669.3K | 0.29% | +361 | New |
| Tokio Marine Asset Management Co Ltd | 362 | $671.2K | 0.02% | 00.0% | Unchanged |
| Omers Administration Corp | 363 | $673.0K | 0.01% | −59−14.0% | Reduced |
| Dover Advisors, LLC | 368 | $682.3K | 0.30% | +368 | New |
| CAPROCK Group, Inc. | 373 | $691.6K | 0.02% | −100−21.1% | Reduced |
| Callan Family Office, LLC | 376 | $697.1K | 0.05% | −7−1.8% | Reduced |
| Exencial Wealth Advisors, LLC | 376 | $697.1K | 0.03% | −52−12.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 379 | $702.7K | 0.09% | −45−10.6% | Reduced |
| Gradient Investments LLC | 379 | $702.7K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 381 | $706.4K | 0.05% | +153+67.1% | Added |
| Marathon Capital Management | 385 | $713.8K | 0.19% | +20+5.5% | Added |
| Malaga Cove Capital, LLC | 385 | $713.8K | 0.31% | +385 | New |
| Empowered Funds, LLC | 392 | $726.8K | 0.01% | +164+71.9% | Added |
| Bartlett & Co. Wealth Management LLC | 405 | $750.9K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 410 | $760.5K | 0.01% | +19+4.9% | Added |
| Old North State Trust, LLC | 371 | $784.0K | 0.50% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 429 | $795.4K | 0.01% | +20+4.9% | Added |
| Greenleaf Trust | 436 | $808.4K | 0.01% | +2+0.5% | Added |
| Tandem Capital Management Corp | 439 | $814.0K | 0.45% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 442 | $819.5K | 0.02% | +97+28.1% | Added |
| CIBC World Markets Corp | 443 | $821.4K | 0.01% | −14−3.1% | Reduced |
| AXA S.A. | 443 | $821.4K | 0.00% | +443 | New |
| Aviva PLC | 450 | $834.4K | 0.00% | −13−2.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 454 | $839.4K | 0.05% | +454 | New |
| MRP Capital Investments, LLC | 453 | $839.9K | 0.78% | −20−4.2% | Reduced |
| Quadrant Capital Group LLC | 463 | $858.5K | 0.03% | +302+187.6% | Added |
| Edgestream Partners, L.P. | 463 | $858.5K | 0.03% | +463 | New |
| HighTower Advisors, LLC | 463 | $859.3K | 0.00% | +126+37.4% | Added |
| Allstate Corp | 469 | $869.6K | 0.03% | +170+56.9% | Added |
| Meeder Asset Management Inc | 469 | $869.6K | 0.06% | +465+11,625.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 471 | $873.3K | 0.00% | −464−49.6% | Reduced |
| Macquarie Group Ltd | 474 | $878.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 475 | $880.7K | 0.05% | +239+101.3% | Added |
| Prime Capital Investment Advisors, LLC | 475 | $880.7K | 0.01% | +475 | New |
| Dai-Ichi Life Insurance Company, Ltd | 476 | $882.6K | 0.03% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 479 | $888.1K | 0.01% | −49−9.3% | Reduced |
| Pettinga Financial Advisors, LLC | 485 | $899.2K | 0.21% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 490 | $907.6K | 0.04% | +490 | New |
| Whitener Capital Management, Inc. | 495 | $917.8K | 0.26% | 00.0% | Unchanged |
| Mayport, LLC | 499 | $925.2K | 0.26% | −54−9.8% | Reduced |
| Affinity Wealth Management LLC | 508 | $941.9K | 0.17% | +30+6.3% | Added |
| Generali Asset Management SPA SGR | 515 | $954.9K | 0.02% | +515 | New |
| Vontobel Holding Ltd. | 516 | $956.7K | 0.00% | −109−17.4% | Reduced |
| Investment Management Corp of Ontario | 520 | $964.1K | 0.02% | −446−46.2% | Reduced |