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, Q3 2025
Institutional positions in First Citizens Bancshares Inc as of Sep 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
- 622
- +25 vs. Q2 2025
- Shares held
- 7.29M
- −703.1K (−8.8%) vs. Q2 2025
- Total value
- $13.0B
- −$2.64B (−16.9%) vs. Q2 2025
- New holders
- 81
- 195 more added
- Sold out
- 56
- 211 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 202 | $361.4K | 0.01% | −408−66.9% | Reduced |
| Greenwich Wealth Management LLC | 204 | $365.0K | 0.02% | −4−1.9% | Reduced |
| Federated Hermes, Inc. | 205 | $366.8K | 0.00% | +113+122.8% | Added |
| SG Americas Securities, LLC | 212 | $379.0K | 0.00% | +28+15.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 216 | $386.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 220 | $393.6K | 0.01% | −40−15.4% | Reduced |
| Kestra Advisory Services, LLC | 221 | $395.4K | 0.00% | +20+10.0% | Added |
| STRS Ohio | 227 | $406.1K | 0.00% | −734−76.4% | Reduced |
| AdvisorShares Investments LLC | 232 | $415.1K | 0.07% | +232 | New |
| Venturi Wealth Management, LLC | 233 | $416.9K | 0.02% | +3+1.3% | Added |
| GTS Securities LLC | 233 | $416.9K | 0.02% | +233 | New |
| Ritholtz Wealth Management | 233 | $417.1K | 0.01% | −3−1.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 235 | $420.5K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 235 | $420.5K | 0.00% | +39+19.9% | Added |
| Principal Securities, Inc. | 244 | $436.6K | 0.01% | +32+15.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 244 | $436.6K | 0.01% | −1,972−89.0% | Reduced |
| Shell Asset Management Co | 244 | $437.0K | 0.04% | −35−12.5% | Reduced |
| Quent Capital, LLC | 245 | $437.6K | 0.04% | −1−0.4% | Reduced |
| Advisory Services Network, LLC | 250 | $447.3K | 0.01% | +2+0.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 250 | $447.3K | 0.03% | −62−19.9% | Reduced |
| Cynosure Management, LLC | 258 | $461.6K | 0.05% | −379−59.5% | Reduced |
| Schroder Investment Management Group | 257 | $462.0K | 0.00% | −4,023−94.0% | Reduced |
| Everence Capital Management Inc | 260 | $465.0K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 263 | $470.5K | 0.02% | +263 | New |
| Applied Finance Capital Management, LLC | 264 | $472.3K | 0.03% | −94−26.3% | Reduced |
| Alamea Verwaltungs GmbH | 265 | $474.1K | 0.32% | +49+22.7% | Added |
| Burney Co | 267 | $477.7K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 269 | $481.3K | 0.05% | +64+31.2% | Added |
| Bank of Nova Scotia | 271 | $484.8K | 0.00% | +161+146.4% | Added |
| CIBC Private Wealth Group, LLC | 273 | $488.4K | 0.00% | +53+24.1% | Added |
| Advisors Asset Management, Inc. | 275 | $492.0K | 0.01% | −2−0.7% | Reduced |
| SCS Capital Management LLC | 276 | $493.8K | 0.01% | +125+82.8% | Added |
| Coldstream Capital Management Inc | 279 | $499.2K | 0.01% | −3−1.1% | Reduced |
| Independent Financial Group, LLC | 280 | $501.0K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 283 | $506.3K | 0.00% | +18+6.8% | Added |
| M&T Bank Corp | 283 | $506.8K | 0.00% | −345−54.9% | Reduced |
| Gsa Capital Partners LLP | 286 | $512.0K | 0.04% | +286 | New |
| Rockefeller Capital Management L.P. | 292 | $523.0K | 0.00% | +292 | New |
| Optas, LLC | 294 | $526.0K | 0.09% | +294 | New |
| Marathon Capital Management | 295 | $527.8K | 0.12% | −130−30.6% | Reduced |
| Semanteon Capital Management, LP | 298 | $533.2K | 0.67% | −445−59.9% | Reduced |
| Canada Pension Plan Investment Board | 299 | $535.0K | 0.00% | −4,000−93.0% | Reduced |
| Credit Agricole S A | 300 | $536.7K | 0.00% | +300 | New |
| Numerai GP LLC | 301 | $538.5K | 0.08% | +301 | New |
| First Bank & Trust | 302 | $540.3K | 0.09% | +13+4.5% | Added |
| MRP Capital Investments, LLC | 278 | $543.9K | 0.47% | +250+892.9% | Added |
| Stonegate Investment Group, LLC | 305 | $545.7K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 305 | $545.7K | 0.00% | +305 | New |
| Marmo Financial Group, LLC | 307 | $551.0K | 0.27% | −1−0.3% | Reduced |
| Allstate Corp | 312 | $558.2K | 0.01% | +312 | New |
| Driehaus Capital Management LLC | 313 | $560.0K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 314 | $561.8K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 316 | $565.4K | 0.00% | +12+3.9% | Added |
| D.A. Davidson & Co. | 323 | $577.9K | 0.00% | +19+6.3% | Added |
| City Holding Co | 330 | $590.4K | 0.07% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 330 | $590.4K | 0.01% | −406−55.2% | Reduced |
| CIBC Bancorp USA Inc. | 330 | $590.4K | 0.00% | +330 | New |
| Atria Investments LLC | 335 | $598.7K | 0.01% | +10+3.1% | Added |
| Fox Run Management, L.L.C. | 340 | $608.3K | 0.09% | −173−33.7% | Reduced |
| Nations Financial Group Inc, | 340 | $608.3K | 0.04% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,615 | $613.3K | 0.15% | +1,284+387.9% | Added |
| Old North State Trust, LLC | 353 | $632.0K | 0.38% | −18−4.9% | Reduced |
| WealthShield Partners, LLC | 359 | $642.3K | 0.07% | 00.0% | Unchanged |
| Omers Administration Corp | 363 | $649.5K | 0.00% | 00.0% | Unchanged |
| Dover Advisors, LLC | 368 | $658.4K | 0.26% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 370 | $662.8K | 0.01% | +29+8.5% | Added |
| Forum Financial Management, LP | 372 | $666.1K | 0.01% | +48+14.8% | Added |
| McCollum Christoferson Group LLC | 375 | $670.9K | 0.19% | +250+200.0% | Added |
| Exencial Wealth Advisors, LLC | 376 | $672.8K | 0.02% | −1−0.3% | Reduced |
| Gradient Investments LLC | 380 | $679.9K | 0.01% | +1+0.3% | Added |
| Summit Trail Advisors, LLC | 384 | $687.0K | 0.01% | −7−1.8% | Reduced |
| Vinva Investment Management Ltd | 385 | $692.2K | 0.01% | +267+226.3% | Added |
| Westover Capital Advisors, LLC | 388 | $694.2K | 0.13% | +388 | New |
| Mayport, LLC | 391 | $699.6K | 0.15% | −54−12.1% | Reduced |
| Centiva Capital, LP | 391 | $699.6K | 0.07% | +391 | New |
| Candriam Luxembourg S.C.A. | 392 | $701.4K | 0.00% | −50−11.3% | Reduced |
| Capital Investment Advisory Services, LLC | 392 | $701.4K | 0.06% | +392 | New |
| Bartlett & Co. Wealth Management LLC | 400 | $715.7K | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 406 | $726.4K | 0.10% | −1−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 406 | $726.4K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 407 | $728.2K | 0.01% | +18+4.6% | Added |
| Greenleaf Trust | 416 | $744.3K | 0.01% | +8+2.0% | Added |
| Legacy Financial Advisors, Inc. | 427 | $764.0K | 0.11% | +47+12.4% | Added |
| Quadrant Capital Group LLC | 431 | $771.1K | 0.03% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 437 | $781.9K | 0.36% | −2−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 438 | $783.7K | 0.01% | −3−0.7% | Reduced |
| CAPROCK Group, Inc. | 399 | $794.2K | 0.02% | +399 | New |
| Retirement Planning Group | 449 | $803.3K | 0.03% | +449 | New |
| Sunbelt Securities, Inc. | 452 | $808.7K | 0.06% | +452 | New |
| Hedeker Wealth, LLC | 457 | $817.6K | 0.17% | +144+46.0% | Added |
| Investment Management Corp of Ontario | 459 | $821.2K | 0.01% | +201+77.9% | Added |
| HighTower Advisors, LLC | 459 | $822.6K | 0.00% | −6−1.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 476 | $851.6K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 476 | $852.0K | 0.01% | −30−5.9% | Reduced |
| Macquarie Group Ltd | 478 | $855.2K | 0.00% | −120−20.1% | Reduced |
| Maryland State Retirement & Pension System | 479 | $857.0K | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 481 | $861.0K | 0.03% | −7−1.4% | Reduced |
| Pettinga Financial Advisors, LLC | 485 | $867.7K | 0.17% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 486 | $869.5K | 0.01% | +486 | New |
| Callan Family Office, LLC | 490 | $876.7K | 0.03% | −27−5.2% | Reduced |