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, Q2 2025
Institutional positions in First Citizens Bancshares Inc as of Jun 30, 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
- 604
- −1 vs. Q1 2025
- Shares held
- 8.08M
- −175.4K (−2.1%) vs. Q1 2025
- Total value
- $15.8B
- +$508.2M (+3.3%) vs. Q1 2025
- New holders
- 72
- 210 more added
- Sold out
- 73
- 218 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 92 | $180.0K | 0.00% | +28+43.8% | Added |
| Optiver Holding B.V. | 95 | $185.9K | 0.01% | +95 | New |
| Paradigm Asset Management Co LLC | 100 | $195.6K | 0.05% | −200−66.7% | Reduced |
| Bayforest Capital Ltd | 102 | $199.6K | 0.09% | +102 | New |
| Sherbrooke Park Advisers LLC | 103 | $201.5K | 0.09% | −171−62.4% | Reduced |
| Red Door Wealth Management, LLC | 103 | $201.5K | 0.02% | +103 | New |
| Symphony Financial Services, Inc. | 104 | $203.5K | 0.12% | +104 | New |
| Ballentine Partners, LLC | 105 | $205.2K | 0.00% | +105 | New |
| Old National Bancorp | 105 | $205.4K | 0.00% | +105 | New |
| Pekin Hardy Strauss, Inc. | 105 | $205.4K | 0.02% | −274−72.3% | Reduced |
| Cary Street Partners Financial LLC | 105 | $205.4K | 0.01% | +1+1.0% | Added |
| Canandaigua National Bank & Trust Co | 105 | $205.4K | 0.02% | +105 | New |
| Covestor Ltd | 105 | $207.0K | 0.12% | −44−29.5% | Reduced |
| First American Trust, FSB | 106 | $207.4K | 0.02% | +106 | New |
| Prudential PLC | 107 | $209.3K | 0.00% | +107 | New |
| Bank of Nova Scotia | 110 | $215.2K | 0.00% | −53−32.5% | Reduced |
| QRG Capital Management, Inc. | 110 | $215.2K | 0.00% | +110 | New |
| Kovitz Investment Group Partners, LLC | 110 | $216.0K | 0.00% | −28−20.3% | Reduced |
| National Asset Management, Inc. | 111 | $218.1K | 0.01% | −3−2.6% | Reduced |
| Cresset Asset Management, LLC | 112 | $219.1K | 0.00% | −51−31.3% | Reduced |
| Quest Partners LLC | 112 | $219.1K | 0.02% | +112 | New |
| Metis Global Partners, LLC | 113 | $221.1K | 0.01% | −59−34.3% | Reduced |
| Emerald Advisers, LLC | 114 | $223.0K | 0.01% | −85−42.7% | Reduced |
| M. Kulyk & Associates, LLC | 114 | $223.0K | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 114 | $223.0K | 0.18% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 115 | $225.0K | 0.03% | −14−10.9% | Reduced |
| Mariner, LLC | 116 | $227.0K | 0.00% | −630−84.5% | Reduced |
| CWM, LLC | 117 | $230.0K | 0.00% | −50−29.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 118 | $230.9K | 0.02% | +118 | New |
| Vinva Investment Management Ltd | 118 | $230.9K | 0.01% | −32−21.3% | Reduced |
| Concurrent Investment Advisors, LLC | 118 | $230.9K | 0.00% | +1+0.9% | Added |
| Fort Washington Investment Advisors Inc | 120 | $234.8K | 0.00% | 00.0% | Unchanged |
| Mason & Associates Inc | 121 | $236.7K | 0.05% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 122 | $238.7K | 0.00% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 122 | $239.2K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 123 | $240.6K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 123 | $240.6K | 0.03% | +123 | New |
| McCollum Christoferson Group LLC | 125 | $244.6K | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 126 | $246.2K | 0.00% | +126 | New |
| Avantra Family Wealth, Inc. | 127 | $248.5K | 0.21% | −480−79.1% | Reduced |
| Fidelis Capital Partners, LLC | 135 | $249.0K | 0.02% | −3−2.2% | Reduced |
| Yoffe Investment Management, LLC | 128 | $250.4K | 0.34% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 128 | $251.5K | 0.00% | −34−21.0% | Reduced |
| Quantum Financial Advisors, LLC | 129 | $252.4K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 129 | $252.6K | 0.00% | +3+2.4% | Added |
| Blueshift Asset Management, LLC | 130 | $254.3K | 0.08% | −10−7.1% | Reduced |
| Nilsine Partners, LLC | 132 | $258.3K | 0.03% | +2+1.5% | Added |
| Siemens Fonds Invest GmbH | 132 | $258.3K | 0.02% | +19+16.8% | Added |
| Flow Traders U.S. LLC | 133 | $260.0K | 0.01% | +133 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 134 | $262.0K | 0.00% | −219−62.0% | Reduced |
| GAMMA Investing LLC | 134 | $262.2K | 0.02% | +68+103.0% | Added |
| Gotham Asset Management, LLC | 135 | $264.1K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 139 | $271.9K | 0.02% | −242−63.5% | Reduced |
| Delta Investment Management, LLC | 139 | $272.6K | 0.05% | −2−1.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 144 | $281.7K | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 146 | $285.6K | 0.01% | +146 | New |
| AlTi Global, Inc. | 146 | $286.4K | 0.01% | −1−0.7% | Reduced |
| Invesco, LLC | 147 | $287.6K | 0.11% | +39+36.1% | Added |
| Pines Wealth Management, LLC | 138 | $288.2K | 0.10% | +138 | New |
| Alteri Wealth LLC | 148 | $289.6K | 0.11% | +148 | New |
| Cooper Financial Group | 150 | $293.5K | 0.03% | −4−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 150 | $293.5K | 0.00% | +18+13.6% | Added |
| Chapman Financial Group, LLC | 150 | $293.5K | 0.25% | +150 | New |
| Snowden Capital Advisors LLC | 151 | $295.4K | 0.01% | −22−12.7% | Reduced |
| SCS Capital Management LLC | 151 | $295.5K | 0.00% | +151 | New |
| Journey Strategic Wealth LLC | 153 | $299.3K | 0.01% | +11+7.7% | Added |
| Gamco Investors, Inc. Et Al | 155 | $303.3K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 156 | $305.4K | 0.06% | +6+4.0% | Added |
| LexAurum Advisors, LLC | 157 | $307.0K | 0.05% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 161 | $307.8K | 0.00% | −14−8.0% | Reduced |
| Waterloo Capital, L.P. | 158 | $309.1K | 0.02% | +1+0.6% | Added |
| Keel Point, LLC | 160 | $313.0K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 165 | $322.8K | 0.00% | −42−20.3% | Reduced |
| Inceptionr LLC | 166 | $324.8K | 0.08% | +166 | New |
| Vestcor Inc | 171 | $335.0K | 0.01% | −1−0.6% | Reduced |
| Gryphon Financial Partners LLC | 172 | $336.9K | 0.04% | +40+30.3% | Added |
| Pinnacle Associates Ltd | 173 | $338.5K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 174 | $340.4K | 0.00% | −17−8.9% | Reduced |
| Retireful, LLC | 176 | $344.3K | 0.24% | +176 | New |
| Verdence Capital Advisors LLC | 177 | $346.3K | 0.02% | +2+1.1% | Added |
| Capstone Investment Advisors, LLC | 179 | $350.2K | 0.00% | −2,840−94.1% | Reduced |
| Guardian Wealth Advisors, LLC | 179 | $350.2K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 181 | $353.8K | 0.03% | −5−2.7% | Reduced |
| Wetherby Asset Management Inc | 181 | $354.1K | 0.02% | +181 | New |
| Transcend Wealth Collective, LLC | 183 | $358.0K | 0.03% | +3+1.7% | Added |
| SG Americas Securities, LLC | 184 | $360.0K | 0.00% | −1,937−91.3% | Reduced |
| Salem Investment Counselors Inc | 185 | $361.9K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 185 | $362.2K | 0.00% | −7−3.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 192 | $375.6K | 0.02% | +5+2.7% | Added |
| ICONIQ Capital, LLC | 195 | $381.5K | 0.01% | +195 | New |
| Alps Advisors Inc | 196 | $383.5K | 0.00% | +2+1.0% | Added |
| Private Capital Advisors, Inc. | 197 | $385.4K | 0.05% | 00.0% | Unchanged |
| State of Michigan Retirement System | 200 | $391.3K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 200 | $391.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $391.3K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 200 | $391.3K | 0.00% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 200 | $391.3K | 0.11% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 200 | $391.3K | 0.13% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 200 | $391.3K | 0.34% | +200 | New |
| Kestra Advisory Services, LLC | 201 | $393.1K | 0.00% | +201 | New |