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 |
|---|---|---|---|---|---|
| Mill Capital Management, LLC | 525 | $1.03M | 0.08% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 550 | $1.08M | 0.32% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 560 | $1.10M | 0.01% | +560 | New |
| Meitav Dash Investments Ltd | 562 | $1.10M | 0.02% | +120+27.1% | Added |
| Nicholas Investment Partners, LP | 567 | $1.11M | 0.10% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 577 | $1.13M | 0.00% | +4+0.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 578 | $1.13M | 0.06% | +124+27.3% | Added |
| The PNC Financial Services Group, Inc. | 580 | $1.14M | 0.00% | +20+3.6% | Added |
| Virtu Financial LLC | 592 | $1.16M | 0.06% | +592 | New |
| Macquarie Group Ltd | 598 | $1.17M | 0.00% | +124+26.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 602 | $1.18M | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 606 | $1.19M | 0.26% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 607 | $1.19M | 0.47% | +222+57.7% | Added |
| Synovus Financial Corp | 609 | $1.19M | 0.01% | −41−6.3% | Reduced |
| Tower Research Capital LLC (TRC) | 610 | $1.19M | 0.03% | +553+970.2% | Added |
| Neuberger Berman Group LLC | 611 | $1.20M | 0.00% | +80+15.1% | Added |
| Financial Security Advisor, Inc. | 613 | $1.20M | 0.28% | +1+0.2% | Added |
| Janus Henderson Group PLC | 615 | $1.20M | 0.00% | −24−3.8% | Reduced |
| MBL Wealth, LLC | 617 | $1.21M | 0.12% | +15+2.5% | Added |
| Triangle Securities Wealth Management | 617 | $1.21M | 0.30% | +335+118.8% | Added |
| Holocene Advisors, LP | 625 | $1.22M | 0.00% | +625 | New |
| M&T Bank Corp | 628 | $1.23M | 0.00% | −4−0.6% | Reduced |
| Park Avenue Securities LLC | 632 | $1.24M | 0.01% | +81+14.7% | Added |
| Cynosure Management, LLC | 637 | $1.25M | 0.14% | +69+12.1% | Added |
| Sterling Capital Management LLC | 657 | $1.29M | 0.02% | +18+2.8% | Added |
| Intech Investment Management LLC | 665 | $1.30M | 0.01% | −189−22.1% | Reduced |
| Impact Investors, Inc | 698 | $1.37M | 0.97% | +41+6.2% | Added |
| Muirfield Wealth Advisors LLC | 709 | $1.39M | 1.10% | +1+0.1% | Added |
| HB Wealth Management, LLC | 733 | $1.43M | 0.01% | −170−18.8% | Reduced |
| Illinois Municipal Retirement Fund | 736 | $1.44M | 0.02% | −183−19.9% | Reduced |
| Kentucky Retirement Systems | 736 | $1.44M | 0.04% | −49−6.2% | Reduced |
| Solidarilty Wealth, LLC | 737 | $1.44M | 0.34% | −65−8.1% | Reduced |
| Semanteon Capital Management, LP | 743 | $1.45M | 2.19% | −51−6.4% | Reduced |
| Noesis Capital Mangement Corp | 750 | $1.47M | 0.25% | −50−6.3% | Reduced |
| SkyView Investment Advisors, LLC | 757 | $1.48M | 0.21% | +11+1.5% | Added |
| Smith, Salley & Associates | 757 | $1.48M | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 774 | $1.51M | 0.02% | −3−0.4% | Reduced |
| Angel Oak Capital Advisors, LLC | 775 | $1.52M | 2.14% | +185+31.4% | Added |
| Virtus Investment Advisers, Inc. | 778 | $1.52M | 0.51% | +128+19.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 779 | $1.52M | 0.01% | +431+123.9% | Added |
| Hunting Hill Global Capital, LLC | 800 | $1.57M | 0.85% | +164+25.8% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $1.57M | 0.43% | +600+300.0% | Added |
| Tredje AP-fonden | 811 | $1.59M | 0.01% | −11,360−93.3% | Reduced |
| Sanctuary Advisors, LLC | 831 | $1.63M | 0.01% | +99+13.5% | Added |
| Commonwealth Equity Services, LLC | 849 | $1.66M | 0.00% | +30+3.7% | Added |
| Prudential Financial Inc | 870 | $1.70M | 0.00% | +139+19.0% | Added |
| US Bancorp | 873 | $1.71M | 0.00% | +7+0.8% | Added |
| Great Lakes Advisors, LLC | 885 | $1.73M | 0.01% | +106+13.6% | Added |
| Western Wealth Management, LLC | 887 | $1.74M | 0.10% | 00.0% | Unchanged |
| JustInvest LLC | 879 | $1.74M | 0.02% | +31+3.7% | Added |
| Quinn Opportunity Partners LLC | 900 | $1.76M | 0.15% | −750−45.5% | Reduced |
| Midwest Professional Planners, LTD. | 900 | $1.76M | 0.46% | +56+6.6% | Added |
| Nordea Investment Management AB | 916 | $1.80M | 0.00% | +61+7.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 924 | $1.81M | 0.02% | −9−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 942 | $1.84M | 0.01% | −74−7.3% | Reduced |
| Diversified Trust Co | 945 | $1.85M | 0.04% | −32−3.3% | Reduced |
| Trust Co of the South | 947 | $1.85M | 0.33% | 00.0% | Unchanged |
| STRS Ohio | 961 | $1.88M | 0.01% | +382+66.0% | Added |
| Blair William & Co | 967 | $1.89M | 0.01% | +2+0.2% | Added |
| Covey Capital Advisors, LLC | 985 | $1.93M | 2.07% | +670+212.7% | Added |
| De Lisle Partners LLP | 1,000 | $1.96M | 0.28% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,003 | $1.96M | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,021 | $2.00M | 0.05% | +13+1.3% | Added |
| Nisa Investment Advisors, LLC | 1,022 | $2.00M | 0.01% | −186−15.4% | Reduced |
| Clearstead Advisors, LLC | 1,033 | $2.02M | 0.03% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,034 | $2.02M | 0.54% | −26−2.5% | Reduced |
| CI Private Wealth, LLC | 1,037 | $2.03M | 0.00% | −6−0.6% | Reduced |
| OP Asset Management Ltd | 1,042 | $2.04M | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 1,042 | $2.04M | 0.02% | −44−4.1% | Reduced |
| Atlantic Union Bankshares Corp | 1,050 | $2.05M | 0.05% | +1,050 | New |
| Winton Group Ltd | 1,074 | $2.10M | 0.11% | +1,074 | New |
| Regions Financial Corp | 1,077 | $2.11M | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,079 | $2.11M | 0.09% | +604+127.2% | Added |
| DekaBank Deutsche Girozentrale | 1,094 | $2.13M | 0.00% | +13+1.2% | Added |
| Principal Financial Group Inc | 1,090 | $2.13M | 0.00% | −335−23.5% | Reduced |
| Voya Investment Management LLC | 1,101 | $2.15M | 0.00% | −567−34.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 1,128 | $2.21M | 0.35% | −10−0.9% | Reduced |
| Summit X, LLC | 1,128 | $2.21M | 0.41% | +12+1.1% | Added |
| Independent Advisor Alliance | 1,133 | $2.22M | 0.06% | −11−1.0% | Reduced |
| Axxcess Wealth Management, LLC | 1,136 | $2.22M | 0.05% | +1+0.1% | Added |
| Wedbush Securities Inc | 1,138 | $2.23M | 0.08% | +29+2.6% | Added |
| Hancock Whitney Corp | 1,169 | $2.29M | 0.04% | +1,169 | New |
| Nissay Asset Management Corp | 1,181 | $2.31M | 0.01% | −4−0.3% | Reduced |
| Toroso Investments, LLC | 1,191 | $2.33M | 0.02% | +1,037+673.4% | Added |
| Freemont Management S.A. | 1,200 | $2.35M | 0.39% | +300+33.3% | Added |
| 44 Wealth Management LLC | 1,217 | $2.38M | 0.84% | −18−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,256 | $2.46M | 0.02% | −243−16.2% | Reduced |
| Assenagon Asset Management S.A. | 1,270 | $2.48M | 0.00% | +1,062+510.6% | Added |
| EP Wealth Advisors, LLC | 1,274 | $2.49M | 0.02% | +34+2.7% | Added |
| Comerica Bank | 1,293 | $2.53M | 0.01% | −717−35.7% | Reduced |
| Laurion Capital Management LP | 1,294 | $2.53M | 0.29% | +261+25.3% | Added |
| CWM Advisors, LLC | 1,297 | $2.54M | 0.28% | −81−5.9% | Reduced |
| Swiss Life Asset Management Ltd | 1,307 | $2.56M | 0.02% | +309+31.0% | Added |
| Ethic Inc. | 1,368 | $2.68M | 0.05% | +294+27.4% | Added |
| Delta Global Management LP | 1,372 | $2.68M | 0.18% | −30−2.1% | Reduced |
| Warren Averett Asset Management, LLC | 1,429 | $2.80M | 0.03% | +1+0.1% | Added |
| Teacher Retirement System of Texas | 1,429 | $2.80M | 0.01% | +4+0.3% | Added |
| Seldon Capital LP | 1,434 | $2.81M | 1.22% | −360−20.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,442 | $2.82M | 0.01% | −39−2.6% | Reduced |
| Sheets Smith Wealth Management | 1,447 | $2.83M | 0.33% | 00.0% | Unchanged |