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 |
|---|---|---|---|---|---|
| Nicholas Investment Partners, LP | 567 | $1.05M | 0.11% | +1+0.2% | Added |
| The PNC Financial Services Group, Inc. | 560 | $1.04M | 0.00% | +26+4.9% | Added |
| Park Avenue Securities LLC | 551 | $1.02M | 0.01% | +57+11.5% | Added |
| Physicians Financial Services, Inc. | 550 | $1.02M | 0.33% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 550 | $1.01M | 0.00% | +303+122.7% | Added |
| Schroder Investment Management Group | 545 | $1.00M | 0.00% | +83+18.0% | Added |
| Driehaus Capital Management LLC | 539 | $999.4K | 0.01% | −122−18.5% | Reduced |
| Maryland State Retirement & Pension System | 539 | $999.4K | 0.02% | −101−15.8% | Reduced |
| Neuberger Berman Group LLC | 531 | $984.9K | 0.00% | +114+27.3% | Added |
| Mill Capital Management, LLC | 525 | $973.4K | 0.08% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 520 | $964.1K | 0.02% | −446−46.2% | Reduced |
| Allianz Asset Management GmbH | 520 | $964.1K | 0.00% | +142+37.6% | Added |
| Vontobel Holding Ltd. | 516 | $956.7K | 0.00% | −109−17.4% | Reduced |
| Generali Asset Management SPA SGR | 515 | $954.9K | 0.02% | +515 | New |
| Affinity Wealth Management LLC | 508 | $941.9K | 0.17% | +30+6.3% | Added |
| Mayport, LLC | 499 | $925.2K | 0.26% | −54−9.8% | Reduced |
| Whitener Capital Management, Inc. | 495 | $917.8K | 0.26% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 490 | $907.6K | 0.04% | +490 | New |
| Pettinga Financial Advisors, LLC | 485 | $899.2K | 0.21% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 479 | $888.1K | 0.01% | −49−9.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 476 | $882.6K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 475 | $880.7K | 0.01% | +475 | New |
| XTX Topco Ltd | 475 | $880.7K | 0.05% | +239+101.3% | Added |
| Macquarie Group Ltd | 474 | $878.9K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 471 | $873.3K | 0.00% | −464−49.6% | Reduced |
| Meeder Asset Management Inc | 469 | $869.6K | 0.06% | +465+11,625.0% | Added |
| Allstate Corp | 469 | $869.6K | 0.03% | +170+56.9% | Added |
| HighTower Advisors, LLC | 463 | $859.3K | 0.00% | +126+37.4% | Added |
| Quadrant Capital Group LLC | 463 | $858.5K | 0.03% | +302+187.6% | Added |
| Edgestream Partners, L.P. | 463 | $858.5K | 0.03% | +463 | New |
| MRP Capital Investments, LLC | 453 | $839.9K | 0.78% | −20−4.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 454 | $839.4K | 0.05% | +454 | New |
| Aviva PLC | 450 | $834.4K | 0.00% | −13−2.8% | Reduced |
| CIBC World Markets Corp | 443 | $821.4K | 0.01% | −14−3.1% | Reduced |
| AXA S.A. | 443 | $821.4K | 0.00% | +443 | New |
| Meitav Dash Investments Ltd | 442 | $819.5K | 0.02% | +97+28.1% | Added |
| Tandem Capital Management Corp | 439 | $814.0K | 0.45% | 00.0% | Unchanged |
| Greenleaf Trust | 436 | $808.4K | 0.01% | +2+0.5% | Added |
| Kestra Private Wealth Services, LLC | 429 | $795.4K | 0.01% | +20+4.9% | Added |
| Old North State Trust, LLC | 371 | $784.0K | 0.50% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 410 | $760.5K | 0.01% | +19+4.9% | Added |
| Bartlett & Co. Wealth Management LLC | 405 | $750.9K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 392 | $726.8K | 0.01% | +164+71.9% | Added |
| Marathon Capital Management | 385 | $713.8K | 0.19% | +20+5.5% | Added |
| Malaga Cove Capital, LLC | 385 | $713.8K | 0.31% | +385 | New |
| Cambria Investment Management, L.P. | 381 | $706.4K | 0.05% | +153+67.1% | Added |
| Pekin Hardy Strauss, Inc. | 379 | $702.7K | 0.09% | −45−10.6% | Reduced |
| Gradient Investments LLC | 379 | $702.7K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 376 | $697.1K | 0.03% | −52−12.1% | Reduced |
| Callan Family Office, LLC | 376 | $697.1K | 0.05% | −7−1.8% | Reduced |
| CAPROCK Group, Inc. | 373 | $691.6K | 0.02% | −100−21.1% | Reduced |
| Dover Advisors, LLC | 368 | $682.3K | 0.30% | +368 | New |
| Omers Administration Corp | 363 | $673.0K | 0.01% | −59−14.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 362 | $671.2K | 0.02% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 361 | $669.3K | 0.29% | +361 | New |
| Persistent Asset Partners Ltd | 360 | $667.5K | 0.59% | −634−63.8% | Reduced |
| WealthShield Partners, LLC | 359 | $665.6K | 0.09% | +11+3.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 353 | $654.0K | 0.00% | +10+2.9% | Added |
| CIBC World Markets Inc. | 349 | $647.1K | 0.00% | −31−8.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 348 | $638.8K | 0.01% | +133+61.9% | Added |
| Applied Finance Capital Management, LLC | 336 | $623.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 334 | $619.3K | 0.04% | +334 | New |
| Peterson Wealth Services | 328 | $608.9K | 0.19% | −252−43.4% | Reduced |
| Nations Financial Group Inc, | 325 | $602.6K | 0.05% | +4+1.2% | Added |
| Forum Financial Management, LP | 323 | $599.5K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 317 | $587.8K | 0.05% | +317 | New |
| Covey Capital Advisors, LLC | 315 | $584.0K | 0.67% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 310 | $574.2K | 0.02% | +69+28.6% | Added |
| Marmo Financial Group, LLC | 307 | $569.8K | 0.31% | 00.0% | Unchanged |
| Atria Investments LLC | 304 | $562.8K | 0.01% | +34+12.6% | Added |
| D.A. Davidson & Co. | 303 | $561.8K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 300 | $556.2K | 0.15% | 00.0% | Unchanged |
| Everence Capital Management Inc | 300 | $556.0K | 0.04% | −10−3.2% | Reduced |
| First Bank & Trust | 286 | $530.3K | 0.10% | +13+4.8% | Added |
| Shell Asset Management Co | 284 | $527.0K | 0.03% | −2−0.7% | Reduced |
| Triangle Securities Wealth Management | 282 | $522.9K | 0.13% | +45+19.0% | Added |
| Independent Financial Group, LLC | 280 | $519.2K | 0.02% | −350−55.6% | Reduced |
| Garda Capital Partners LP | 279 | $517.3K | 0.29% | +279 | New |
| Sherbrooke Park Advisers LLC | 274 | $508.0K | 0.24% | +274 | New |
| Ritholtz Wealth Management | 273 | $506.4K | 0.02% | −6−2.2% | Reduced |
| Burney Co | 267 | $495.1K | 0.02% | −21−7.3% | Reduced |
| Stonegate Investment Group, LLC | 267 | $495.1K | 0.01% | −12−4.3% | Reduced |
| Rakuten Investment Management, Inc. | 269 | $493.6K | 0.00% | +269 | New |
| Graham Capital Management, L.P. | 265 | $491.3K | 0.02% | −50−15.9% | Reduced |
| Hedeker Wealth, LLC | 264 | $489.5K | 0.13% | +77+41.2% | Added |
| Founders Financial Alliance, LLC | 262 | $486.2K | 0.12% | +150+133.9% | Added |
| Coldstream Capital Management Inc | 260 | $482.1K | 0.01% | −3−1.1% | Reduced |
| Credit Agricole S A | 260 | $482.1K | 0.00% | −80−23.5% | Reduced |
| GWM Advisors LLC | 253 | $469.6K | 0.00% | −95−27.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 250 | $463.5K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 248 | $460.0K | 0.10% | −1−0.4% | Reduced |
| Mercer Global Advisors Inc | 247 | $458.7K | 0.00% | +28+12.8% | Added |
| Quent Capital, LLC | 247 | $457.1K | 0.05% | −1−0.4% | Reduced |
| Ieq Capital, LLC | 244 | $452.4K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 243 | $450.6K | 0.00% | +67+38.1% | Added |
| Colony Group, LLC | 241 | $446.8K | 0.00% | +2+0.8% | Added |
| Oppenheimer Asset Management Inc. | 241 | $446.8K | 0.01% | +1+0.4% | Added |
| Fox Run Management, L.L.C. | 239 | $443.1K | 0.07% | +239 | New |
| Kingswood Wealth Advisors, LLC | 237 | $439.4K | 0.04% | +237 | New |
| Farther Finance Advisors, LLC | 240 | $437.7K | 0.01% | +28+13.2% | Added |