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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 129 | $393.2K | 0.01% | −31−19.4% | Reduced |
| Tritonpoint Wealth, LLC | 201 | $393.3K | 0.04% | −3−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 205 | $401.0K | 0.00% | +15+7.9% | Added |
| Heritage Trust Co | 205 | $401.1K | 0.05% | +15+7.9% | Added |
| Avantax Advisory Services, Inc. | 205 | $401.8K | 0.00% | −24−10.5% | Reduced |
| Greenwich Wealth Management LLC | 208 | $407.0K | 0.02% | −22−9.6% | Reduced |
| Ossiam | 211 | $412.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 212 | $414.8K | 0.01% | +46+27.7% | Added |
| Harbor Advisors LLC | 212 | $414.8K | 0.07% | +212 | New |
| Colony Group, LLC | 213 | $416.7K | 0.00% | −28−11.6% | Reduced |
| SeaCrest Wealth Management, LLC | 215 | $421.2K | 0.05% | +1+0.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 216 | $422.6K | 0.00% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 216 | $422.6K | 0.32% | +216 | New |
| CIBC Private Wealth Group, LLC | 220 | $430.4K | 0.00% | +11+5.3% | Added |
| Venturi Wealth Management, LLC | 230 | $450.0K | 0.02% | +9+4.1% | Added |
| Kingswood Wealth Advisors, LLC | 235 | $459.8K | 0.04% | −2−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 235 | $459.8K | 0.00% | −1−0.4% | Reduced |
| Merrion Investment Management Co, LLC | 236 | $461.7K | 0.30% | +50+26.9% | Added |
| Ritholtz Wealth Management | 236 | $461.9K | 0.01% | −37−13.6% | Reduced |
| Guggenheim Capital LLC | 241 | $471.5K | 0.00% | −2−0.8% | Reduced |
| Quent Capital, LLC | 246 | $480.4K | 0.05% | −1−0.4% | Reduced |
| Advisory Services Network, LLC | 248 | $494.9K | 0.01% | +16+6.9% | Added |
| Investment Management Corp of Ontario | 258 | $504.8K | 0.01% | −262−50.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 259 | $506.7K | 0.00% | −943−78.5% | Reduced |
| Signaturefd, LLC | 260 | $508.7K | 0.01% | +39+17.6% | Added |
| Everence Capital Management Inc | 260 | $509.0K | 0.03% | −40−13.3% | Reduced |
| Founders Financial Alliance, LLC | 262 | $513.3K | 0.12% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 263 | $514.6K | 0.00% | −86−24.6% | Reduced |
| Allianz Asset Management GmbH | 265 | $518.5K | 0.00% | −255−49.0% | Reduced |
| Burney Co | 267 | $522.4K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 267 | $522.4K | 0.01% | +26+10.8% | Added |
| Garda Capital Partners LP | 268 | $524.3K | 0.15% | −11−3.9% | Reduced |
| Advisors Asset Management, Inc. | 277 | $541.9K | 0.01% | +78+39.2% | Added |
| Shell Asset Management Co | 279 | $546.0K | 0.02% | −5−1.8% | Reduced |
| Independent Financial Group, LLC | 280 | $547.8K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 282 | $551.7K | 0.01% | +22+8.5% | Added |
| First Bank & Trust | 289 | $565.4K | 0.10% | +3+1.0% | Added |
| D.A. Davidson & Co. | 304 | $594.8K | 0.00% | +1+0.3% | Added |
| Davenport & Co LLC | 304 | $594.8K | 0.00% | +185+155.5% | Added |
| Stonegate Investment Group, LLC | 305 | $596.7K | 0.02% | +38+14.2% | Added |
| Ontario Teachers Pension Plan Board | 307 | $600.6K | 0.01% | +81+35.8% | Added |
| Marmo Financial Group, LLC | 308 | $601.9K | 0.30% | +1+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 312 | $610.4K | 0.04% | −22−6.6% | Reduced |
| Driehaus Capital Management LLC | 313 | $612.4K | 0.00% | −226−41.9% | Reduced |
| Hedeker Wealth, LLC | 313 | $612.4K | 0.14% | +49+18.6% | Added |
| Carnegie Capital Asset Management, LLC | 314 | $614.3K | 0.01% | +314 | New |
| RSM US Wealth Management LLC | 315 | $615.9K | 0.01% | +101+47.2% | Added |
| Mackenzie Financial Corp | 322 | $630.0K | 0.00% | −300−48.2% | Reduced |
| Forum Financial Management, LP | 324 | $634.5K | 0.01% | +1+0.3% | Added |
| Atria Investments LLC | 325 | $635.1K | 0.01% | +21+6.9% | Added |
| Ostrum Asset Management | 328 | $641.7K | 0.03% | +266+429.0% | Added |
| Hudson Bay Capital Management LP | 329 | $643.7K | 0.00% | +329 | New |
| City Holding Co | 330 | $645.6K | 0.08% | +330 | New |
| Peterson Wealth Services | 331 | $646.8K | 0.18% | +3+0.9% | Added |
| Nations Financial Group Inc, | 340 | $665.2K | 0.05% | +15+4.6% | Added |
| Farther Finance Advisors, LLC | 341 | $667.2K | 0.01% | +101+42.1% | Added |
| GWM Advisors LLC | 347 | $679.5K | 0.00% | +94+37.2% | Added |
| Applied Finance Capital Management, LLC | 358 | $700.4K | 0.05% | +22+6.5% | Added |
| WealthShield Partners, LLC | 359 | $702.4K | 0.08% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 361 | $706.3K | 0.07% | +361 | New |
| Omers Administration Corp | 363 | $710.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 365 | $714.7K | 0.00% | −185−33.6% | Reduced |
| Dover Advisors, LLC | 368 | $720.0K | 0.32% | 00.0% | Unchanged |
| Old North State Trust, LLC | 371 | $726.0K | 0.50% | 00.0% | Unchanged |
| Jump Financial, LLC | 373 | $729.8K | 0.01% | +373 | New |
| Exencial Wealth Advisors, LLC | 377 | $737.6K | 0.03% | +1+0.3% | Added |
| Gradient Investments LLC | 379 | $741.5K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 380 | $743.5K | 0.12% | +380 | New |
| Empowered Funds, LLC | 389 | $761.1K | 0.01% | −3−0.8% | Reduced |
| Summit Trail Advisors, LLC | 391 | $764.7K | 0.01% | +81+26.1% | Added |
| CIBC World Markets Corp | 391 | $765.0K | 0.01% | −52−11.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 400 | $782.6K | 0.01% | −5−1.2% | Reduced |
| Scientech Research LLC | 405 | $792.4K | 0.19% | +405 | New |
| Tokio Marine Asset Management Co Ltd | 406 | $794.3K | 0.03% | +44+12.2% | Added |
| JT Stratford LLC | 407 | $796.3K | 0.12% | −778−65.7% | Reduced |
| Greenleaf Trust | 408 | $798.2K | 0.01% | −28−6.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 414 | $810.0K | 0.02% | −1,478−78.1% | Reduced |
| Marathon Capital Management | 425 | $831.5K | 0.21% | +40+10.4% | Added |
| Quadrant Capital Group LLC | 431 | $843.2K | 0.03% | −32−6.9% | Reduced |
| Mercer Global Advisors Inc | 436 | $852.6K | 0.00% | +189+76.5% | Added |
| Tandem Capital Management Corp | 439 | $858.9K | 0.43% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 441 | $862.8K | 0.01% | +12+2.8% | Added |
| Candriam Luxembourg S.C.A. | 442 | $864.8K | 0.00% | −37−7.7% | Reduced |
| Mayport, LLC | 445 | $870.6K | 0.21% | −54−10.8% | Reduced |
| Benjamin Edwards Inc | 445 | $871.0K | 0.01% | +35+8.5% | Added |
| HighTower Advisors, LLC | 465 | $910.6K | 0.00% | +2+0.4% | Added |
| Two Sigma Securities, LLC | 474 | $927.4K | 0.11% | −639−57.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 476 | $931.3K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 479 | $937.1K | 0.02% | −60−11.1% | Reduced |
| Pettinga Financial Advisors, LLC | 485 | $948.9K | 0.21% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 488 | $954.0K | 0.03% | −95−16.3% | Reduced |
| CBOE Vest Financial, LLC | 494 | $966.5K | 0.01% | −346−41.2% | Reduced |
| CenterBook Partners LP | 499 | $976.3K | 0.05% | +499 | New |
| Affinity Wealth Management LLC | 505 | $988.0K | 0.16% | −3−0.6% | Reduced |
| Whitener Capital Management, Inc. | 505 | $988.0K | 0.26% | +10+2.0% | Added |
| Amalgamated Bank | 506 | $990.0K | 0.01% | −104−17.0% | Reduced |
| Fox Run Management, L.L.C. | 513 | $1.00M | 0.17% | +274+114.6% | Added |
| Sowell Financial Services LLC | 515 | $1.01M | 0.04% | +25+5.1% | Added |
| Callan Family Office, LLC | 517 | $1.01M | 0.03% | +141+37.5% | Added |
| Walleye Capital LLC | 521 | $1.02M | 0.01% | +521 | New |