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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 1,481 | $2.75M | 0.01% | +226+18.0% | Added |
| PGGM Investments | 1,474 | $2.73M | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,467 | $2.72M | 0.04% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,447 | $2.68M | 0.33% | 00.0% | Unchanged |
| Leuthold Group, LLC | 1,444 | $2.68M | 0.35% | +1,444 | New |
| Toronto Dominion Bank | 1,440 | $2.67M | 0.01% | +140+10.8% | Added |
| Warren Averett Asset Management, LLC | 1,428 | $2.65M | 0.03% | 00.0% | Unchanged |
| Principal Financial Group Inc | 1,425 | $2.64M | 0.00% | −49−3.3% | Reduced |
| Teacher Retirement System of Texas | 1,425 | $2.64M | 0.01% | +1,425 | New |
| Delta Global Management LP | 1,402 | $2.60M | 0.19% | +1,402 | New |
| Bridgewater Associates, LP | 1,401 | $2.60M | 0.01% | +1,401 | New |
| CWM Advisors, LLC | 1,378 | $2.55M | 0.30% | −363−20.9% | Reduced |
| Creative Planning | 1,279 | $2.37M | 0.00% | +46+3.7% | Added |
| EP Wealth Advisors, LLC | 1,240 | $2.30M | 0.02% | +27+2.2% | Added |
| 44 Wealth Management LLC | 1,235 | $2.29M | 0.86% | −20−1.6% | Reduced |
| Cerity Partners LLC | 1,223 | $2.27M | 0.00% | −51−4.0% | Reduced |
| Brevan Howard Capital Management LP | 1,219 | $2.26M | 0.06% | +1,219 | New |
| Nisa Investment Advisors, LLC | 1,208 | $2.24M | 0.01% | −9−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,202 | $2.23M | 0.01% | −1,947−61.8% | Reduced |
| JT Stratford LLC | 1,185 | $2.20M | 0.39% | −62−5.0% | Reduced |
| Nissay Asset Management Corp | 1,185 | $2.20M | 0.01% | −31−2.5% | Reduced |
| Independent Advisor Alliance | 1,144 | $2.12M | 0.07% | −14−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 1,135 | $2.11M | 0.06% | +1,135 | New |
| Mraz, Amerine & Associates, Inc. | 1,138 | $2.09M | 0.36% | −7−0.6% | Reduced |
| Sabal Trust CO | 1,118 | $2.07M | 0.12% | −1−0.1% | Reduced |
| Summit X, LLC | 1,116 | $2.07M | 0.44% | −36−3.1% | Reduced |
| Two Sigma Securities, LLC | 1,113 | $2.06M | 0.32% | +967+662.3% | Added |
| Wedbush Securities Inc | 1,109 | $2.06M | 0.08% | +1+0.1% | Added |
| Xponance, Inc. | 1,086 | $2.01M | 0.02% | −33−2.9% | Reduced |
| Regions Financial Corp | 1,077 | $2.00M | 0.01% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,060 | $1.97M | 0.60% | −40−3.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,081 | $1.96M | 0.00% | −13−1.2% | Reduced |
| Engineers Gate Manager LP | 1,058 | $1.96M | 0.03% | +515+94.8% | Added |
| Ethic Inc. | 1,074 | $1.96M | 0.04% | +100+10.3% | Added |
| CI Private Wealth, LLC | 1,043 | $1.93M | 0.00% | −228−17.9% | Reduced |
| Squarepoint Ops LLC | 1,042 | $1.93M | 0.00% | +788+310.2% | Added |
| OP Asset Management Ltd | 1,042 | $1.93M | 0.03% | +1,042 | New |
| Clearstead Advisors, LLC | 1,033 | $1.92M | 0.03% | −12−1.1% | Reduced |
| Laurion Capital Management LP | 1,033 | $1.92M | 0.15% | +47+4.8% | Added |
| Public Employees Retirement Association of Colorado | 1,016 | $1.88M | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,008 | $1.87M | 0.05% | +20+2.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,003 | $1.86M | 0.06% | +3+0.3% | Added |
| Ulysses Management LLC | 1,000 | $1.85M | 0.47% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,000 | $1.85M | 0.53% | 00.0% | Unchanged |
| De Lisle Partners LLP | 1,000 | $1.85M | 0.31% | +1,000 | New |
| Swiss Life Asset Management Ltd | 998 | $1.85M | 0.01% | +130+15.0% | Added |
| Diversified Trust Co | 977 | $1.81M | 0.04% | −125−11.3% | Reduced |
| Blair William & Co | 965 | $1.79M | 0.01% | −15−1.5% | Reduced |
| Trust Co of the South | 947 | $1.76M | 0.37% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 937 | $1.74M | 0.00% | +98+11.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 933 | $1.73M | 0.02% | −6−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 919 | $1.70M | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 903 | $1.67M | 0.01% | +704+353.8% | Added |
| Freemont Management S.A. | 900 | $1.67M | 0.66% | −100−10.0% | Reduced |
| Western Wealth Management, LLC | 887 | $1.64M | 0.11% | +887 | New |
| US Bancorp | 866 | $1.61M | 0.00% | +121+16.2% | Added |
| Intech Investment Management LLC | 854 | $1.58M | 0.02% | −190−18.2% | Reduced |
| JustInvest LLC | 848 | $1.57M | 0.02% | −47−5.3% | Reduced |
| Midwest Professional Planners, LTD. | 844 | $1.56M | 0.49% | +10+1.2% | Added |
| CBOE Vest Financial, LLC | 840 | $1.56M | 0.02% | +840 | New |
| Nordea Investment Management AB | 855 | $1.55M | 0.00% | −3,215−79.0% | Reduced |
| Commonwealth Equity Services, LLC | 819 | $1.52M | 0.00% | +133+19.4% | Added |
| Quantinno Capital Management LP | 811 | $1.50M | 0.01% | +303+59.6% | Added |
| Solidarilty Wealth, LLC | 802 | $1.49M | 0.37% | +2+0.3% | Added |
| Noesis Capital Mangement Corp | 800 | $1.48M | 0.30% | +800 | New |
| Semanteon Capital Management, LP | 794 | $1.47M | 0.80% | +794 | New |
| Kentucky Retirement Systems | 785 | $1.46M | 0.04% | +785 | New |
| Great Lakes Advisors, LLC | 779 | $1.44M | 0.01% | −2−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 777 | $1.44M | 0.02% | −44−5.4% | Reduced |
| Smith, Salley & Associates | 757 | $1.40M | 0.09% | −3−0.4% | Reduced |
| Mariner, LLC | 746 | $1.38M | 0.00% | −445−37.4% | Reduced |
| SkyView Investment Advisors, LLC | 746 | $1.38M | 0.21% | +2+0.3% | Added |
| Sanctuary Advisors, LLC | 732 | $1.36M | 0.01% | −1,577−68.3% | Reduced |
| Prudential Financial Inc | 731 | $1.36M | 0.00% | +176+31.7% | Added |
| PEAK6 LLC | 725 | $1.34M | 0.05% | +132+22.3% | Added |
| Arrowstreet Capital, Limited Partnership | 717 | $1.33M | 0.00% | +717 | New |
| Muirfield Wealth Advisors LLC | 708 | $1.31M | 1.12% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 698 | $1.24M | 0.60% | −2−0.3% | Reduced |
| Impact Investors, Inc | 657 | $1.22M | 0.95% | −13−1.9% | Reduced |
| Princeton Global Asset Management LLC | 650 | $1.21M | 0.24% | +32+5.2% | Added |
| Synovus Financial Corp | 650 | $1.21M | 0.02% | −70−9.7% | Reduced |
| Virtus Investment Advisers, Inc. | 650 | $1.21M | 0.33% | +650 | New |
| Sterling Capital Management LLC | 639 | $1.18M | 0.02% | −71−10.0% | Reduced |
| Hunting Hill Global Capital, LLC | 636 | $1.18M | 1.49% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 639 | $1.17M | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 632 | $1.17M | 0.00% | +8+1.3% | Added |
| Mackenzie Financial Corp | 622 | $1.15M | 0.00% | +299+92.6% | Added |
| Financial Security Advisor, Inc. | 612 | $1.13M | 0.29% | +1+0.2% | Added |
| Amalgamated Bank | 610 | $1.13M | 0.01% | −8−1.3% | Reduced |
| Avantra Family Wealth, Inc. | 607 | $1.13M | 1.08% | +10+1.7% | Added |
| Holderness Investments Co | 606 | $1.12M | 0.26% | −32−5.0% | Reduced |
| MBL Wealth, LLC | 602 | $1.12M | 0.11% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 602 | $1.12M | 0.04% | −1−0.2% | Reduced |
| PMC FIG Opportunities LLC | 600 | $1.11M | 2.72% | −795−57.0% | Reduced |
| Militia Capital Partners, LP | 600 | $1.11M | 0.45% | +400+200.0% | Added |
| Angel Oak Capital Advisors, LLC | 590 | $1.09M | 1.46% | +200+51.3% | Added |
| Gulf International Bank (UK) Ltd | 583 | $1.08M | 0.04% | −261−30.9% | Reduced |
| STRS Ohio | 579 | $1.07M | 0.00% | +8+1.4% | Added |
| CIBC Asset Management Inc | 573 | $1.06M | 0.00% | +24+4.4% | Added |
| Cynosure Management, LLC | 568 | $1.05M | 0.15% | +138+32.1% | Added |