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 |
|---|---|---|---|---|---|
| Meitav Dash Investments Ltd | 562 | $1.10M | 0.02% | +120+27.1% | Added |
| Buckingham Strategic Partners | 560 | $1.10M | 0.01% | +560 | New |
| Physicians Financial Services, Inc. | 550 | $1.08M | 0.32% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 525 | $1.03M | 0.08% | 00.0% | Unchanged |
| Walleye Capital LLC | 521 | $1.02M | 0.01% | +521 | New |
| Callan Family Office, LLC | 517 | $1.01M | 0.03% | +141+37.5% | Added |
| Sowell Financial Services LLC | 515 | $1.01M | 0.04% | +25+5.1% | Added |
| Fox Run Management, L.L.C. | 513 | $1.00M | 0.17% | +274+114.6% | Added |
| Amalgamated Bank | 506 | $990.0K | 0.01% | −104−17.0% | Reduced |
| 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 |
| CenterBook Partners LP | 499 | $976.3K | 0.05% | +499 | New |
| CBOE Vest Financial, LLC | 494 | $966.5K | 0.01% | −346−41.2% | Reduced |
| Gulf International Bank (UK) Ltd | 488 | $954.0K | 0.03% | −95−16.3% | Reduced |
| Pettinga Financial Advisors, LLC | 485 | $948.9K | 0.21% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 479 | $937.1K | 0.02% | −60−11.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 476 | $931.3K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 474 | $927.4K | 0.11% | −639−57.4% | Reduced |
| HighTower Advisors, LLC | 465 | $910.6K | 0.00% | +2+0.4% | Added |
| Benjamin Edwards Inc | 445 | $871.0K | 0.01% | +35+8.5% | Added |
| Mayport, LLC | 445 | $870.6K | 0.21% | −54−10.8% | Reduced |
| Candriam Luxembourg S.C.A. | 442 | $864.8K | 0.00% | −37−7.7% | Reduced |
| Kestra Private Wealth Services, LLC | 441 | $862.8K | 0.01% | +12+2.8% | Added |
| Tandem Capital Management Corp | 439 | $858.9K | 0.43% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 436 | $852.6K | 0.00% | +189+76.5% | Added |
| Quadrant Capital Group LLC | 431 | $843.2K | 0.03% | −32−6.9% | Reduced |
| Marathon Capital Management | 425 | $831.5K | 0.21% | +40+10.4% | Added |
| Susquehanna Fundamental Investments, LLC | 414 | $810.0K | 0.02% | −1,478−78.1% | Reduced |
| Greenleaf Trust | 408 | $798.2K | 0.01% | −28−6.4% | Reduced |
| JT Stratford LLC | 407 | $796.3K | 0.12% | −778−65.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 406 | $794.3K | 0.03% | +44+12.2% | Added |
| Scientech Research LLC | 405 | $792.4K | 0.19% | +405 | New |
| Bartlett & Co. Wealth Management LLC | 400 | $782.6K | 0.01% | −5−1.2% | Reduced |
| CIBC World Markets Corp | 391 | $765.0K | 0.01% | −52−11.7% | Reduced |
| Summit Trail Advisors, LLC | 391 | $764.7K | 0.01% | +81+26.1% | Added |
| Empowered Funds, LLC | 389 | $761.1K | 0.01% | −3−0.8% | Reduced |
| Legacy Financial Advisors, Inc. | 380 | $743.5K | 0.12% | +380 | New |
| Gradient Investments LLC | 379 | $741.5K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 377 | $737.6K | 0.03% | +1+0.3% | Added |
| Jump Financial, LLC | 373 | $729.8K | 0.01% | +373 | New |
| Old North State Trust, LLC | 371 | $726.0K | 0.50% | 00.0% | Unchanged |
| Dover Advisors, LLC | 368 | $720.0K | 0.32% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 365 | $714.7K | 0.00% | −185−33.6% | Reduced |
| Omers Administration Corp | 363 | $710.2K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 361 | $706.3K | 0.07% | +361 | New |
| WealthShield Partners, LLC | 359 | $702.4K | 0.08% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 358 | $700.4K | 0.05% | +22+6.5% | Added |
| GWM Advisors LLC | 347 | $679.5K | 0.00% | +94+37.2% | Added |
| Farther Finance Advisors, LLC | 341 | $667.2K | 0.01% | +101+42.1% | Added |
| Nations Financial Group Inc, | 340 | $665.2K | 0.05% | +15+4.6% | Added |
| Peterson Wealth Services | 331 | $646.8K | 0.18% | +3+0.9% | Added |
| City Holding Co | 330 | $645.6K | 0.08% | +330 | New |
| Hudson Bay Capital Management LP | 329 | $643.7K | 0.00% | +329 | New |
| Ostrum Asset Management | 328 | $641.7K | 0.03% | +266+429.0% | Added |
| Atria Investments LLC | 325 | $635.1K | 0.01% | +21+6.9% | Added |
| Forum Financial Management, LP | 324 | $634.5K | 0.01% | +1+0.3% | Added |
| Mackenzie Financial Corp | 322 | $630.0K | 0.00% | −300−48.2% | Reduced |
| RSM US Wealth Management LLC | 315 | $615.9K | 0.01% | +101+47.2% | Added |
| Carnegie Capital Asset Management, LLC | 314 | $614.3K | 0.01% | +314 | New |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 312 | $610.4K | 0.04% | −22−6.6% | Reduced |
| Marmo Financial Group, LLC | 308 | $601.9K | 0.30% | +1+0.3% | Added |
| Ontario Teachers Pension Plan Board | 307 | $600.6K | 0.01% | +81+35.8% | Added |
| Stonegate Investment Group, LLC | 305 | $596.7K | 0.02% | +38+14.2% | Added |
| Davenport & Co LLC | 304 | $594.8K | 0.00% | +185+155.5% | Added |
| D.A. Davidson & Co. | 304 | $594.8K | 0.00% | +1+0.3% | Added |
| First Bank & Trust | 289 | $565.4K | 0.10% | +3+1.0% | Added |
| Coldstream Capital Management Inc | 282 | $551.7K | 0.01% | +22+8.5% | Added |
| Independent Financial Group, LLC | 280 | $547.8K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 279 | $546.0K | 0.02% | −5−1.8% | Reduced |
| Advisors Asset Management, Inc. | 277 | $541.9K | 0.01% | +78+39.2% | Added |
| Garda Capital Partners LP | 268 | $524.3K | 0.15% | −11−3.9% | Reduced |
| Burney Co | 267 | $522.4K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 267 | $522.4K | 0.01% | +26+10.8% | Added |
| Allianz Asset Management GmbH | 265 | $518.5K | 0.00% | −255−49.0% | Reduced |
| CIBC World Markets Inc. | 263 | $514.6K | 0.00% | −86−24.6% | Reduced |
| Founders Financial Alliance, LLC | 262 | $513.3K | 0.12% | 00.0% | Unchanged |
| Everence Capital Management Inc | 260 | $509.0K | 0.03% | −40−13.3% | Reduced |
| Signaturefd, LLC | 260 | $508.7K | 0.01% | +39+17.6% | Added |
| Schonfeld Strategic Advisors LLC | 259 | $506.7K | 0.00% | −943−78.5% | Reduced |
| Investment Management Corp of Ontario | 258 | $504.8K | 0.01% | −262−50.4% | Reduced |
| Advisory Services Network, LLC | 248 | $494.9K | 0.01% | +16+6.9% | Added |
| Quent Capital, LLC | 246 | $480.4K | 0.05% | −1−0.4% | Reduced |
| Guggenheim Capital LLC | 241 | $471.5K | 0.00% | −2−0.8% | Reduced |
| Ritholtz Wealth Management | 236 | $461.9K | 0.01% | −37−13.6% | Reduced |
| Merrion Investment Management Co, LLC | 236 | $461.7K | 0.30% | +50+26.9% | Added |
| Aptus Capital Advisors, LLC | 235 | $459.8K | 0.00% | −1−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 235 | $459.8K | 0.04% | −2−0.8% | Reduced |
| Venturi Wealth Management, LLC | 230 | $450.0K | 0.02% | +9+4.1% | Added |
| CIBC Private Wealth Group, LLC | 220 | $430.4K | 0.00% | +11+5.3% | 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 |
| SeaCrest Wealth Management, LLC | 215 | $421.2K | 0.05% | +1+0.5% | Added |
| Colony Group, LLC | 213 | $416.7K | 0.00% | −28−11.6% | Reduced |
| Principal Securities, Inc. | 212 | $414.8K | 0.01% | +46+27.7% | Added |
| Harbor Advisors LLC | 212 | $414.8K | 0.07% | +212 | New |
| Ossiam | 211 | $412.8K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 208 | $407.0K | 0.02% | −22−9.6% | Reduced |
| Avantax Advisory Services, Inc. | 205 | $401.8K | 0.00% | −24−10.5% | Reduced |