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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 236 | $437.6K | 0.00% | −4−1.7% | Reduced |
| Advisory Services Network, LLC | 232 | $430.4K | 0.01% | +5+2.2% | Added |
| Greenwich Wealth Management LLC | 230 | $427.0K | 0.03% | −5−2.1% | Reduced |
| Avantax Advisory Services, Inc. | 229 | $425.2K | 0.00% | +26+12.8% | Added |
| Ontario Teachers Pension Plan Board | 226 | $419.0K | 0.01% | +38+20.2% | Added |
| Signaturefd, LLC | 221 | $409.9K | 0.01% | −7−3.1% | Reduced |
| Venturi Wealth Management, LLC | 221 | $409.8K | 0.02% | +8+3.8% | Added |
| Axq Capital, LP | 219 | $406.1K | 0.16% | +219 | New |
| B. Metzler seel. Sohn & Co. AG | 216 | $400.5K | 0.00% | −9−4.0% | Reduced |
| SeaCrest Wealth Management, LLC | 214 | $397.3K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 214 | $396.1K | 0.01% | −7−3.2% | Reduced |
| Ossiam | 211 | $391.2K | 0.01% | −55−20.7% | Reduced |
| Assenagon Asset Management S.A. | 208 | $385.7K | 0.00% | −1,087−83.9% | Reduced |
| MetLife Investment Management | 207 | $383.8K | 0.00% | −4−1.9% | Reduced |
| Tritonpoint Wealth, LLC | 204 | $378.2K | 0.04% | −4−1.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 202 | $374.5K | 0.02% | 00.0% | Unchanged |
| 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 |
| Emerald Advisers, LLC | 199 | $369.0K | 0.02% | −11−5.2% | Reduced |
| Advisors Asset Management, Inc. | 199 | $369.0K | 0.01% | +199 | New |
| Private Capital Advisors, Inc. | 197 | $365.3K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 194 | $359.7K | 0.00% | +2+1.0% | Added |
| Lido Advisors, LLC | 192 | $356.2K | 0.00% | +22+12.9% | Added |
| Colton Groome Financial Advisors, LLC | 200 | $355.8K | 0.14% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 191 | $354.1K | 0.00% | +3+1.6% | Added |
| Heritage Trust Co | 190 | $352.3K | 0.04% | +2+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 190 | $352.0K | 0.00% | +27+16.6% | Added |
| Principal Securities, Inc. | 166 | $350.8K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 187 | $346.7K | 0.02% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 186 | $344.9K | 0.25% | 00.0% | Unchanged |
| LRI Investments, LLC | 186 | $344.0K | 0.03% | −29−13.5% | Reduced |
| Salem Investment Counselors Inc | 185 | $343.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 182 | $337.4K | 0.01% | +182 | New |
| Aster Capital Management (DIFC) Ltd | 163 | $333.8K | 0.06% | +163 | New |
| Transcend Wealth Collective, LLC | 180 | $333.7K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 179 | $331.9K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 178 | $330.0K | 0.00% | −19−9.6% | Reduced |
| CIBC Private Wealth Group, LLC | 209 | $326.4K | 0.00% | +40+23.7% | Added |
| Verdence Capital Advisors LLC | 175 | $324.5K | 0.02% | +2+1.2% | Added |
| Alyeska Investment Group, L.P. | 174 | $322.6K | 0.00% | +174 | New |
| Raiffeisen Bank International AG | 175 | $321.1K | 0.01% | +175 | New |
| Snowden Capital Advisors LLC | 173 | $320.8K | 0.01% | −68−28.2% | Reduced |
| Pinnacle Associates Ltd | 173 | $320.8K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 172 | $319.0K | 0.01% | −48−21.8% | Reduced |
| Metis Global Partners, LLC | 172 | $318.9K | 0.01% | +34+24.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 168 | $311.5K | 0.20% | +168 | New |
| CWM, LLC | 167 | $310.0K | 0.00% | −47−22.0% | Reduced |
| Cresset Asset Management, LLC | 163 | $302.3K | 0.00% | +6+3.8% | Added |
| Bank of Nova Scotia | 163 | $302.2K | 0.00% | −28−14.7% | Reduced |
| Stratos Wealth Partners, LTD. | 162 | $300.6K | 0.00% | −7−4.1% | Reduced |
| IFP Advisors, Inc | 160 | $300.4K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 160 | $296.7K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 158 | $293.0K | 0.00% | −14−8.1% | Reduced |
| Waterloo Capital, L.P. | 157 | $291.1K | 0.03% | +1+0.6% | Added |
| LexAurum Advisors, LLC | 157 | $290.6K | 0.06% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 155 | $287.4K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 154 | $285.6K | 0.04% | +8+5.5% | Added |
| Toroso Investments, LLC | 154 | $285.5K | 0.00% | −181−54.0% | Reduced |
| Personal Cfo Solutions, LLC | 150 | $278.2K | 0.06% | +25+20.0% | Added |
| Quantessence Capital LLC | 150 | $278.1K | 0.07% | +150 | New |
| Covestor Ltd | 149 | $277.0K | 0.19% | −168−53.0% | Reduced |
| Vinva Investment Management Ltd | 150 | $275.3K | 0.01% | +150 | New |
| AlTi Global, Inc. | 147 | $273.2K | 0.01% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 147 | $272.0K | 0.03% | +147 | New |
| Woodard & Co Asset Management Group Inc | 144 | $267.0K | 0.06% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 142 | $263.3K | 0.01% | −2−1.4% | Reduced |
| Delta Investment Management, LLC | 141 | $261.8K | 0.05% | +27+23.7% | Added |
| Atria Wealth Solutions, Inc. | 140 | $259.6K | 0.00% | −162−53.6% | Reduced |
| Blueshift Asset Management, LLC | 140 | $259.6K | 0.10% | +140 | New |
| Kovitz Investment Group Partners, LLC | 138 | $256.0K | 0.00% | −3−2.1% | Reduced |
| Gotham Asset Management, LLC | 135 | $250.3K | 0.00% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 132 | $245.1K | 0.04% | +32+32.0% | Added |
| Fidelis Capital Partners, LLC | 138 | $245.0K | 0.03% | +5+3.8% | Added |
| Northwestern Mutual Wealth Management Co | 132 | $244.7K | 0.00% | +1+0.8% | Added |
| Nilsine Partners, LLC | 130 | $241.0K | 0.03% | +13+11.1% | Added |
| Simon Quick Advisors, LLC | 129 | $239.2K | 0.01% | +25+24.0% | Added |
| Quantum Financial Advisors, LLC | 129 | $239.2K | 0.04% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 129 | $239.2K | 0.03% | +129 | New |
| Yoffe Investment Management, LLC | 128 | $237.3K | 0.35% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 126 | $233.8K | 0.00% | −182−59.1% | Reduced |
| McCollum Christoferson Group LLC | 125 | $231.8K | 0.07% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 123 | $228.1K | 0.02% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 122 | $226.4K | 0.04% | +122 | New |
| Modera Wealth Management, LLC | 122 | $226.2K | 0.00% | −9−6.9% | Reduced |
| Mason & Associates Inc | 121 | $224.3K | 0.06% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 120 | $222.5K | 0.04% | +120 | New |
| Fort Washington Investment Advisors Inc | 120 | $222.5K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 119 | $220.7K | 0.00% | +119 | New |
| Concurrent Investment Advisors, LLC | 117 | $217.0K | 0.01% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 115 | $213.2K | 0.11% | −10−8.0% | Reduced |
| National Asset Management, Inc. | 114 | $212.2K | 0.01% | +2+1.8% | Added |
| Cigna Investments Inc | 114 | $212.0K | 0.04% | −7−5.8% | Reduced |
| M. Kulyk & Associates, LLC | 114 | $211.4K | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 114 | $211.4K | 0.17% | 00.0% | Unchanged |
| Stevens Capital Management LP | 114 | $211.0K | 0.05% | +114 | New |
| Siemens Fonds Invest GmbH | 113 | $209.5K | 0.01% | +7+6.6% | Added |