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 |
|---|---|---|---|---|---|
| Abn Amro Investment Solutions | 110 | $204.0K | 0.00% | −86−43.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 108 | $200.9K | 0.00% | −127−54.0% | Reduced |
| Invesco, LLC | 108 | $200.2K | 0.08% | +108 | New |
| Ronald Blue Trust, Inc. | 106 | $196.5K | 0.00% | +15+16.5% | Added |
| Cary Street Partners Financial LLC | 104 | $192.8K | 0.01% | −49−32.0% | Reduced |
| Lazard Asset Management LLC | 90 | $166.0K | 0.00% | +79+718.2% | Added |
| Private Trust Co NA | 88 | $163.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 83 | $153.9K | 0.02% | −30−26.5% | Reduced |
| Parallel Advisors, LLC | 82 | $152.0K | 0.00% | −5−5.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 81 | $151.1K | 0.00% | +4+5.2% | Added |
| Corebridge Financial, Inc. | 77 | $142.8K | 0.00% | −6−7.2% | Reduced |
| GeoWealth Management, LLC | 73 | $135.4K | 0.01% | −50−40.7% | Reduced |
| EverSource Wealth Advisors, LLC | 67 | $124.2K | 0.01% | +19+39.6% | Added |
| GAMMA Investing LLC | 66 | $122.4K | 0.01% | −6−8.3% | Reduced |
| State of Wyoming | 66 | $122.4K | 0.02% | +9+15.8% | Added |
| Federated Hermes, Inc. | 64 | $118.7K | 0.00% | −172−72.9% | Reduced |
| Ostrum Asset Management | 62 | $115.0K | 0.01% | −54−46.6% | Reduced |
| North Star Investment Management Corp. | 60 | $111.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 57 | $105.7K | 0.00% | −8−12.3% | Reduced |
| Smartleaf Asset Management LLC | 51 | $93.6K | 0.01% | +1+2.0% | Added |
| Accent Capital Management, LLC | 50 | $92.7K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 46 | $85.0K | 0.00% | −8−14.8% | Reduced |
| Toth Financial Advisory Corp | 40 | $74.2K | 0.01% | +29+263.6% | Added |
| Newbridge Financial Services Group, Inc. | 39 | $72.3K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 39 | $72.0K | 0.00% | −762−95.1% | Reduced |
| Skopos Labs, Inc. | 37 | $66.8K | 0.01% | +9+32.1% | Added |
| Johnson Financial Group, Inc. | 35 | $64.9K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 35 | $64.0K | 0.03% | +35 | New |
| Riverview Trust Co | 30 | $55.6K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 29 | $53.8K | 0.01% | −18−38.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 26 | $48.2K | 0.00% | +26 | New |
| Trust Co | 25 | $46.4K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 24 | $44.5K | 0.00% | +5+26.3% | Added |
| Community Bank, N.A. | 24 | $44.5K | 0.01% | +24 | New |
| Versant Capital Management, Inc | 22 | $40.8K | 0.01% | +4+22.2% | Added |
| Walleye Trading LLC | 21 | $38.9K | 0.00% | −402−95.0% | Reduced |
| V-Square Quantitative Management LLC | 21 | $38.9K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 19 | $35.2K | 0.00% | +19 | New |
| Asset Planning,Inc | 18 | $33.4K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $31.5K | 0.00% | −1−5.6% | Reduced |
| Duncker Streett & Co Inc | 17 | $31.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $31.5K | 0.00% | +6+54.5% | Added |
| Allworth Financial LP | 17 | $30.5K | 0.00% | +3+21.4% | Added |
| Huntington National Bank | 16 | $29.7K | 0.00% | +6+60.0% | Added |
| Fifth Third Bancorp | 15 | $27.8K | 0.00% | −3−16.7% | Reduced |
| Picton Mahoney Asset Management | 13 | $25.0K | 0.00% | −6,406−99.8% | Reduced |
| Hemington Wealth Management | 14 | $25.0K | 0.00% | −2−12.5% | Reduced |
| PFS Partners, LLC | 13 | $24.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $24.1K | 0.00% | −15−53.6% | Reduced |
| Lindbrook Capital, LLC | 13 | $24.1K | 0.00% | −12−48.0% | Reduced |
| Larson Financial Group LLC | 13 | $24.1K | 0.00% | +5+62.5% | Added |
| Country Trust Bank | 11 | $20.4K | 0.00% | +1+10.0% | Added |
| Tobam | 10 | $19.0K | 0.01% | −129−92.8% | Reduced |
| Private Wealth Management Group, LLC | 10 | $18.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $18.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $17.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $16.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $14.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $14.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $13.0K | 0.00% | −3−30.0% | Reduced |
| Bell Investment Advisors, Inc | 7 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 7 | $13.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7 | $13.0K | 0.01% | +7 | New |
| Harbor Investment Advisory, LLC | 6 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $11.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $9.27K | 0.00% | −3−37.5% | Reduced |
| Golden State Wealth Management, LLC | 5 | $9.27K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $7.42K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4 | $7.42K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 4 | $7.42K | 0.04% | +4 | New |
| Cullen/Frost Bankers, Inc. | 3 | $5.59K | 0.00% | −5−62.5% | Reduced |
| MAI Capital Management | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $5.56K | 0.00% | +1+50.0% | Added |
| Grove Bank & Trust | 3 | $5.56K | 0.00% | −4−57.1% | Reduced |
| Chesapeake Asset Management LLC | 3 | $5.56K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $5.56K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3 | $5.56K | 0.00% | +1+50.0% | Added |
| Harbour Investments, Inc. | 3 | $5.56K | 0.00% | +2+200.0% | Added |
| Hara Capital LLC | 3 | $5.56K | 0.00% | +3 | New |
| Harvest Fund Management Co., Ltd | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $3.71K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $3.71K | 0.00% | +1+100.0% | Added |
| Leonteq Securities AG | 2 | $3.70K | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $2.18K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $1.85K | 0.00% | −14−93.3% | Reduced |
| HHM Wealth Advisors, LLC | 1 | $1.85K | 0.00% | 00.0% | Unchanged |