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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.

Other share classesFCNCBFCNCNFCNCOFCNCP

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.

Institutional holdersQ2 2025: 604 institutions
Q1 2021: 213 institutionsQ2 2021: 218 institutionsQ3 2021: 215 institutionsQ4 2021: 242 institutionsQ1 2022: 354 institutionsQ2 2022: 343 institutionsQ3 2022: 368 institutionsQ4 2022: 395 institutionsQ1 2023: 411 institutionsQ2 2023: 472 institutionsQ3 2023: 498 institutionsQ4 2023: 547 institutionsQ1 2024: 556 institutionsQ2 2024: 575 institutionsQ3 2024: 590 institutionsQ4 2024: 617 institutionsQ1 2025: 611 institutionsQ2 2025: 604 institutionsQ3 2025: 622 institutionsQ4 2025: 652 institutionsQ1 2026: 603 institutionsQ2 2026: 626 institutions
Value heldQ2 2025: $15.8B
Q1 2021: $3.80BQ2 2021: $4.26BQ3 2021: $4.54BQ4 2021: $4.56BQ1 2022: $6.91BQ2 2022: $6.98BQ3 2022: $7.77BQ4 2022: $6.88BQ1 2023: $9.13BQ2 2023: $11.7BQ3 2023: $12.3BQ4 2023: $12.4BQ1 2024: $14.5BQ2 2024: $15.1BQ3 2024: $16.0BQ4 2024: $17.8BQ1 2025: $15.3BQ2 2025: $15.8BQ3 2025: $13.0BQ4 2025: $15.5BQ1 2026: $13.2BQ2 2026: $13.8B
Institutions holding FCNCA and their total value by quarter
QuarterHoldersValue
Q2 2026626$13.8B
Q1 2026603$13.2B
Q4 2025652$15.5B
Q3 2025622$13.0B
Q2 2025604$15.8B
Q1 2025611$15.3B
Q4 2024617$17.8B
Q3 2024590$16.0B
Q2 2024575$15.1B
Q1 2024556$14.5B
Q4 2023547$12.4B
Q3 2023498$12.3B
Q2 2023472$11.7B
Q1 2023411$9.13B
Q4 2022395$6.88B
Q3 2022368$7.77B
Q2 2022343$6.98B
Q1 2022354$6.91B
Q4 2021242$4.56B
Q3 2021215$4.54B
Q2 2021218$4.26B
Q1 2021213$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.

Institutions holding FCNCA in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bayforest Capital Ltd102$199.6K0.09%+102New
Paradigm Asset Management Co LLC100$195.6K0.05%−200−66.7%Reduced
Optiver Holding B.V.95$185.9K0.01%+95New
Federated Hermes, Inc.92$180.0K0.00%+28+43.8%Added
EverSource Wealth Advisors, LLC88$172.2K0.01%+21+31.3%Added
Parallel Advisors, LLC84$164.3K0.00%+2+2.4%Added
Lazard Asset Management LLC84$163.0K0.00%−6−6.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.78$152.6K0.00%−100−56.2%Reduced
Steward Partners Investment Advisory, LLC78$151.7K0.00%−3−3.7%Reduced
Princeton Global Asset Management LLC74$144.9K0.03%−576−88.6%Reduced
GeoWealth Management, LLC73$142.8K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.66$129.1K0.00%−40−37.7%Reduced
North Star Investment Management Corp.60$117.9K0.01%00.0%Unchanged
Toth Financial Advisory Corp53$103.8K0.01%+13+32.5%Added
Accent Capital Management, LLC50$97.8K0.04%00.0%Unchanged
Ci Investments Inc.48$94.0K0.00%+2+4.3%Added
Smartleaf Asset Management LLC43$84.1K0.01%−8−15.7%Reduced
Newbridge Financial Services Group, Inc.39$76.3K0.01%00.0%Unchanged
Bessemer Group Inc39$76.0K0.00%00.0%Unchanged
Skopos Labs, Inc.39$74.4K0.01%+2+5.4%Added
Versant Capital Management, Inc37$72.4K0.01%+15+68.2%Added
CoreFirst Bank & Trust36$70.4K0.04%+36New
Larson Financial Group LLC34$66.5K0.00%+21+161.5%Added
MRP Capital Investments, LLC28$54.8K0.04%−425−93.8%Reduced
Group One Trading, L.P.27$52.8K0.00%+27New
Trust Co25$48.9K0.01%00.0%Unchanged
Community Bank, N.A.24$47.0K0.01%00.0%Unchanged
Allworth Financial LP23$45.0K0.00%+6+35.3%Added
Creekmur Asset Management LLC20$39.1K0.01%+20New
Massmutual Trust Co FSB19$37.2K0.00%+2+11.8%Added
SRS Capital Advisors, Inc.19$37.2K0.00%+6+46.2%Added
MAI Capital Management18$35.2K0.00%+15+500.0%Added
Asset Planning,Inc18$35.2K0.03%00.0%Unchanged
Duncker Streett & Co Inc17$33.3K0.01%00.0%Unchanged
Fifth Third Bancorp15$29.3K0.00%00.0%Unchanged
Hemington Wealth Management15$29.0K0.00%+1+7.1%Added
Parkside Financial Bank & Trust14$27.4K0.00%−15−51.7%Reduced
PFS Partners, LLC13$25.8K0.01%00.0%Unchanged
First Horizon Advisors, Inc.11$21.5K0.00%+4+57.1%Added
Private Wealth Management Group, LLC10$19.6K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.10$19.6K0.01%00.0%Unchanged
Huntington National Bank10$19.6K0.00%−6−37.5%Reduced
Rise Advisors, LLC9$18.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc9$17.6K0.00%+2+28.6%Added
Key Financial Inc9$17.6K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC9$17.6K0.01%+2+28.6%Added
Leonteq Securities AG9$17.6K0.00%+7+350.0%Added
Oliver Lagore Vanvalin Investment Group9$16.7K0.01%+9New
JFS Wealth Advisors, LLC8$15.7K0.00%00.0%Unchanged
Umb Bank N A8$15.7K0.00%+8New
ORG Partners LLC7$14.3K0.00%+7New
Private Trust Co NA7$13.7K0.00%−81−92.0%Reduced
Arlington Trust Co LLC7$13.7K0.00%00.0%Unchanged
Hara Capital LLC7$13.7K0.01%+4+133.3%Added
Cullen/Frost Bankers, Inc.6$11.8K0.00%+3+100.0%Added
Harbor Investment Advisory, LLC6$11.7K0.00%00.0%Unchanged
Fortitude Family Office, LLC6$11.7K0.00%00.0%Unchanged
Geneos Wealth Management Inc.6$11.7K0.00%+3+100.0%Added
Bruce G. Allen Investments, LLC6$11.7K0.01%+3+100.0%Added
Global Retirement Partners, LLC6$11.7K0.00%+6New
Mirae Asset Global Investments Co., Ltd.5$9.78K0.00%+5New
Ameritas Advisory Services, LLC5$9.78K0.00%+5New
Rakuten Securities, Inc.4$7.83K0.00%00.0%Unchanged
WPG Advisers, LLC4$7.83K0.01%00.0%Unchanged
Mount Yale Investment Advisors, LLC4$7.83K0.00%+4New
Manchester Capital Management LLC3$5.87K0.00%00.0%Unchanged
Sachetta, LLC3$5.87K0.00%00.0%Unchanged
Spire Wealth Management3$5.87K0.00%−2−40.0%Reduced
Golden State Wealth Management, LLC3$5.87K0.00%−2−40.0%Reduced
Bokf, NA3$5.87K0.00%00.0%Unchanged
Chesapeake Asset Management LLC3$5.87K0.01%00.0%Unchanged
Westend Capital Management, LLC3$5.87K0.00%00.0%Unchanged
Grove Bank & Trust3$5.87K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.3$5.87K0.00%00.0%Unchanged
Sittner & Nelson, LLC3$5.87K0.00%00.0%Unchanged
Red Tortoise LLC3$5.87K0.00%00.0%Unchanged
Activest Wealth Management3$5.87K0.00%+3New
Albion Financial Group2$3.91K0.00%00.0%Unchanged
Hoey Investments, Inc2$3.91K0.00%00.0%Unchanged
Rothschild Investment LLC2$3.91K0.00%00.0%Unchanged
Raffa Wealth Management, LLC2$3.91K0.00%00.0%Unchanged
Rialto Wealth Management, LLC2$3.91K0.00%+1+100.0%Added
CVA Family Office, LLC2$3.91K0.00%+2New
Cromwell Holdings LLC2$3.91K0.00%+2New
Kayne Anderson Rudnick Investment Management LLC1$2.30K0.00%00.0%Unchanged
SJS Investment Consulting Inc.1$1.96K0.00%−1−50.0%Reduced
First Pacific Financial1$1.96K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC1$1.96K0.00%00.0%Unchanged
Abound Wealth Management1$1.96K0.00%00.0%Unchanged
WealthCollab, LLC1$1.96K0.00%00.0%Unchanged
Stephens Consulting, LLC1$1.96K0.00%+1New
True Wealth Design, LLC1$1.96K0.00%+1New
DiNuzzo Private Wealth, Inc.1$1.96K0.00%+1New
Country Trust Bank1$1.96K0.00%−10−90.9%Reduced
Harbour Investments, Inc.1$1.96K0.00%−2−66.7%Reduced
Caitong International Asset Management Co., Ltd1$1.96K0.00%00.0%Unchanged
Whipplewood Advisors, LLC1$1.96K0.00%−109−99.1%Reduced
Tortoise Investment Management, LLC1$1.96K0.00%+1New
Truvestments Capital LLC1$1.96K0.00%+1New
Bay Harbor Wealth Management, LLC1$1.96K0.00%+1New