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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 205 | $401.1K | 0.05% | +15+7.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 205 | $401.0K | 0.00% | +15+7.9% | Added |
| Tritonpoint Wealth, LLC | 201 | $393.3K | 0.04% | −3−1.5% | Reduced |
| IFP Advisors, Inc | 129 | $393.2K | 0.01% | −31−19.4% | Reduced |
| Kestra Advisory Services, LLC | 201 | $393.1K | 0.00% | +201 | New |
| 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 |
| Private Capital Advisors, Inc. | 197 | $385.4K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 196 | $383.5K | 0.00% | +2+1.0% | Added |
| ICONIQ Capital, LLC | 195 | $381.5K | 0.01% | +195 | New |
| Dorsey & Whitney Trust CO LLC | 192 | $375.6K | 0.02% | +5+2.7% | Added |
| Lido Advisors, LLC | 185 | $362.2K | 0.00% | −7−3.6% | Reduced |
| Salem Investment Counselors Inc | 185 | $361.9K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 184 | $360.0K | 0.00% | −1,937−91.3% | Reduced |
| Transcend Wealth Collective, LLC | 183 | $358.0K | 0.03% | +3+1.7% | Added |
| Wetherby Asset Management Inc | 181 | $354.1K | 0.02% | +181 | New |
| LRI Investments, LLC | 181 | $353.8K | 0.03% | −5−2.7% | Reduced |
| 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 |
| Verdence Capital Advisors LLC | 177 | $346.3K | 0.02% | +2+1.1% | Added |
| Retireful, LLC | 176 | $344.3K | 0.24% | +176 | New |
| Yousif Capital Management, LLC | 174 | $340.4K | 0.00% | −17−8.9% | Reduced |
| Pinnacle Associates Ltd | 173 | $338.5K | 0.00% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 172 | $336.9K | 0.04% | +40+30.3% | Added |
| Vestcor Inc | 171 | $335.0K | 0.01% | −1−0.6% | Reduced |
| Inceptionr LLC | 166 | $324.8K | 0.08% | +166 | New |
| MetLife Investment Management | 165 | $322.8K | 0.00% | −42−20.3% | Reduced |
| Keel Point, LLC | 160 | $313.0K | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 158 | $309.1K | 0.02% | +1+0.6% | Added |
| Raiffeisen Bank International AG | 161 | $307.8K | 0.00% | −14−8.0% | Reduced |
| LexAurum Advisors, LLC | 157 | $307.0K | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 156 | $305.4K | 0.06% | +6+4.0% | Added |
| Gamco Investors, Inc. Et Al | 155 | $303.3K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 153 | $299.3K | 0.01% | +11+7.7% | Added |
| SCS Capital Management LLC | 151 | $295.5K | 0.00% | +151 | New |
| Snowden Capital Advisors LLC | 151 | $295.4K | 0.01% | −22−12.7% | Reduced |
| 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 |
| Alteri Wealth LLC | 148 | $289.6K | 0.11% | +148 | New |
| Pines Wealth Management, LLC | 138 | $288.2K | 0.10% | +138 | New |
| Invesco, LLC | 147 | $287.6K | 0.11% | +39+36.1% | Added |
| AlTi Global, Inc. | 146 | $286.4K | 0.01% | −1−0.7% | Reduced |
| Leavell Investment Management, Inc. | 146 | $285.6K | 0.01% | +146 | New |
| Woodard & Co Asset Management Group Inc | 144 | $281.7K | 0.05% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 139 | $272.6K | 0.05% | −2−1.4% | Reduced |
| Cambria Investment Management, L.P. | 139 | $271.9K | 0.02% | −242−63.5% | Reduced |
| Gotham Asset Management, LLC | 135 | $264.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 134 | $262.2K | 0.02% | +68+103.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 134 | $262.0K | 0.00% | −219−62.0% | Reduced |
| Flow Traders U.S. LLC | 133 | $260.0K | 0.01% | +133 | New |
| 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 |
| Blueshift Asset Management, LLC | 130 | $254.3K | 0.08% | −10−7.1% | Reduced |
| Sequoia Financial Advisors, LLC | 129 | $252.6K | 0.00% | +3+2.4% | Added |
| Quantum Financial Advisors, LLC | 129 | $252.4K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 128 | $251.5K | 0.00% | −34−21.0% | Reduced |
| Yoffe Investment Management, LLC | 128 | $250.4K | 0.34% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 135 | $249.0K | 0.02% | −3−2.2% | Reduced |
| Avantra Family Wealth, Inc. | 127 | $248.5K | 0.21% | −480−79.1% | Reduced |
| Savant Capital, LLC | 126 | $246.2K | 0.00% | +126 | New |
| McCollum Christoferson Group LLC | 125 | $244.6K | 0.07% | 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 |
| Horst & Graben Wealth Management LLC | 122 | $239.2K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 122 | $238.7K | 0.00% | 00.0% | Unchanged |
| Mason & Associates Inc | 121 | $236.7K | 0.05% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 120 | $234.8K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 118 | $230.9K | 0.00% | +1+0.9% | Added |
| Vinva Investment Management Ltd | 118 | $230.9K | 0.01% | −32−21.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 118 | $230.9K | 0.02% | +118 | New |
| CWM, LLC | 117 | $230.0K | 0.00% | −50−29.9% | Reduced |
| Mariner, LLC | 116 | $227.0K | 0.00% | −630−84.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 115 | $225.0K | 0.03% | −14−10.9% | 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 |
| Metis Global Partners, LLC | 113 | $221.1K | 0.01% | −59−34.3% | Reduced |
| Cresset Asset Management, LLC | 112 | $219.1K | 0.00% | −51−31.3% | Reduced |
| Quest Partners LLC | 112 | $219.1K | 0.02% | +112 | New |
| National Asset Management, Inc. | 111 | $218.1K | 0.01% | −3−2.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 110 | $216.0K | 0.00% | −28−20.3% | Reduced |
| Bank of Nova Scotia | 110 | $215.2K | 0.00% | −53−32.5% | Reduced |
| QRG Capital Management, Inc. | 110 | $215.2K | 0.00% | +110 | New |
| Prudential PLC | 107 | $209.3K | 0.00% | +107 | New |
| First American Trust, FSB | 106 | $207.4K | 0.02% | +106 | New |
| Covestor Ltd | 105 | $207.0K | 0.12% | −44−29.5% | Reduced |
| 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 |
| Old National Bancorp | 105 | $205.4K | 0.00% | +105 | New |
| Ballentine Partners, LLC | 105 | $205.2K | 0.00% | +105 | New |
| Symphony Financial Services, Inc. | 104 | $203.5K | 0.12% | +104 | 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 |