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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 490 | $877.0K | 0.01% | +45+10.1% | Added |
| Impact Investors, Inc | 496 | $887.4K | 0.58% | −202−28.9% | Reduced |
| Scientech Research LLC | 502 | $898.2K | 0.31% | +97+24.0% | Added |
| Whitener Capital Management, Inc. | 505 | $903.5K | 0.22% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 493 | $912.4K | 0.00% | +128+35.1% | Added |
| The PNC Financial Services Group, Inc. | 511 | $914.8K | 0.00% | −69−11.9% | Reduced |
| Harbor Advisors LLC | 512 | $916.0K | 0.14% | +300+141.5% | Added |
| Mill Capital Management, LLC | 525 | $939.3K | 0.07% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 536 | $958.4K | 0.04% | +21+4.1% | Added |
| Affinity Wealth Management LLC | 537 | $960.8K | 0.14% | +32+6.3% | Added |
| Avantra Family Wealth, Inc. | 541 | $967.9K | 0.72% | +414+326.0% | Added |
| US Bancorp | 543 | $971.5K | 0.00% | −330−37.8% | Reduced |
| Physicians Financial Services, Inc. | 550 | $984.0K | 0.27% | 00.0% | Unchanged |
| Jump Financial, LLC | 552 | $987.6K | 0.01% | +179+48.0% | Added |
| Ostrum Asset Management | 556 | $994.8K | 0.04% | +228+69.5% | Added |
| Nicholas Investment Partners, LP | 567 | $1.01M | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 568 | $1.02M | 0.00% | −281−33.1% | Reduced |
| CIBC Asset Management Inc | 581 | $1.04M | 0.00% | +4+0.7% | Added |
| Mercer Global Advisors Inc | 586 | $1.05M | 0.00% | +150+34.4% | Added |
| Sterling Capital Management LLC | 587 | $1.05M | 0.02% | −70−10.7% | Reduced |
| Kentucky Retirement Systems | 596 | $1.07M | 0.03% | −140−19.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 602 | $1.08M | 0.03% | 00.0% | Unchanged |
| Holderness Investments Co | 606 | $1.08M | 0.22% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 606 | $1.08M | 0.00% | −5−0.8% | Reduced |
| Mackenzie Financial Corp | 607 | $1.09M | 0.00% | +285+88.5% | Added |
| Synovus Financial Corp | 608 | $1.09M | 0.01% | −1−0.2% | Reduced |
| Financial Security Advisor, Inc. | 613 | $1.10M | 0.23% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 615 | $1.10M | 0.25% | −2−0.3% | Reduced |
| Janus Henderson Group PLC | 615 | $1.10M | 0.00% | 00.0% | Unchanged |
| MBL Wealth, LLC | 617 | $1.10M | 0.10% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 615 | $1.11M | 0.02% | +615 | New |
| Malaga Cove Capital, LLC | 627 | $1.12M | 0.41% | +20+3.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 578 | $1.13M | 0.06% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 658 | $1.18M | 0.02% | +96+17.1% | Added |
| Park Avenue Securities LLC | 667 | $1.19M | 0.01% | +35+5.5% | Added |
| GWM Advisors LLC | 690 | $1.24M | 0.01% | +343+98.8% | Added |
| Muirfield Wealth Advisors LLC | 710 | $1.27M | 0.94% | +1+0.1% | Added |
| Brevan Howard Capital Management LP | 730 | $1.31M | 0.02% | −3,163−81.2% | Reduced |
| Solidarilty Wealth, LLC | 737 | $1.32M | 0.28% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 746 | $1.33M | 0.17% | −11−1.5% | Reduced |
| Noesis Capital Mangement Corp | 750 | $1.34M | 0.21% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 753 | $1.35M | 0.01% | −21−2.7% | Reduced |
| Smith, Salley & Associates | 757 | $1.35M | 0.07% | 00.0% | Unchanged |
| Quest Partners LLC | 759 | $1.36M | 0.09% | +647+577.7% | Added |
| Abner Herrman & Brock LLC | 768 | $1.37M | 0.14% | +768 | New |
| Prudential Financial Inc | 780 | $1.40M | 0.00% | −90−10.3% | Reduced |
| Voya Investment Management LLC | 788 | $1.41M | 0.00% | −313−28.4% | Reduced |
| Western Wealth Management, LLC | 793 | $1.42M | 0.08% | −94−10.6% | Reduced |
| Hunting Hill Global Capital, LLC | 800 | $1.43M | 0.54% | 00.0% | Unchanged |
| Angel Oak Capital Advisors, LLC | 805 | $1.44M | 1.13% | +30+3.9% | Added |
| Clearstead Advisors, LLC | 822 | $1.47M | 0.02% | −211−20.4% | Reduced |
| Sanctuary Advisors, LLC | 822 | $1.47M | 0.01% | −9−1.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 833 | $1.49M | 0.01% | +54+6.9% | Added |
| Merrion Investment Management Co, LLC | 876 | $1.57M | 0.90% | +640+271.2% | Added |
| JustInvest LLC | 875 | $1.58M | 0.02% | −4−0.5% | Reduced |
| Virtus Investment Advisers, Inc. | 893 | $1.60M | 0.46% | +115+14.8% | Added |
| Midwest Professional Planners, LTD. | 893 | $1.60M | 0.39% | −7−0.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 900 | $1.61M | 0.24% | +100+12.5% | Added |
| Swiss Life Asset Management Ltd | 905 | $1.62M | 0.01% | −402−30.8% | Reduced |
| New York State Teachers Retirement System | 906 | $1.62M | 0.00% | +906 | New |
| Public Employees Retirement Association of Colorado | 916 | $1.64M | 0.01% | −26−2.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 921 | $1.65M | 0.01% | −3−0.3% | Reduced |
| HB Wealth Management, LLC | 939 | $1.68M | 0.01% | +206+28.1% | Added |
| Diversified Trust Co | 943 | $1.69M | 0.03% | −2−0.2% | Reduced |
| Trust Co of the South | 947 | $1.69M | 0.28% | 00.0% | Unchanged |
| Oak Thistle LLC | 950 | $1.70M | 0.26% | +950 | New |
| Blair William & Co | 965 | $1.73M | 0.00% | −2−0.2% | Reduced |
| Laurion Capital Management LP | 977 | $1.75M | 0.24% | −317−24.5% | Reduced |
| Nisa Investment Advisors, LLC | 980 | $1.75M | 0.01% | −42−4.1% | Reduced |
| Nordea Investment Management AB | 984 | $1.76M | 0.00% | +68+7.4% | Added |
| De Lisle Partners LLP | 1,000 | $1.79M | 0.22% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,005 | $1.80M | 0.05% | +2+0.2% | Added |
| Principal Financial Group Inc | 1,021 | $1.83M | 0.00% | −69−6.3% | Reduced |
| Aigen Investment Management, LP | 1,024 | $1.83M | 0.28% | +901+732.5% | Added |
| TD Private Client Wealth LLC | 1,036 | $1.85M | 0.04% | +15+1.5% | Added |
| OP Asset Management Ltd | 1,042 | $1.86M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 1,042 | $1.86M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,073 | $1.92M | 0.00% | −575−34.9% | Reduced |
| Regions Financial Corp | 1,077 | $1.93M | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,094 | $1.94M | 0.00% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 1,092 | $1.95M | 0.30% | −36−3.2% | Reduced |
| Assenagon Asset Management S.A. | 1,098 | $1.96M | 0.00% | −172−13.5% | Reduced |
| Prudential PLC | 1,108 | $1.98M | 0.01% | +1,001+935.5% | Added |
| Wedbush Securities Inc | 1,123 | $2.01M | 0.07% | −15−1.3% | Reduced |
| Caxton Associates LLP | 1,125 | $2.01M | 0.06% | +1,125 | New |
| Schonfeld Strategic Advisors LLC | 1,128 | $2.02M | 0.01% | +869+335.5% | Added |
| Axxcess Wealth Management, LLC | 1,136 | $2.03M | 0.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,137 | $2.03M | 0.05% | +4+0.4% | Added |
| Tredje AP-fonden | 1,153 | $2.06M | 0.02% | +342+42.2% | Added |
| Ethic Inc. | 1,159 | $2.07M | 0.03% | −209−15.3% | Reduced |
| Hancock Whitney Corp | 1,164 | $2.08M | 0.04% | −5−0.4% | Reduced |
| Nissay Asset Management Corp | 1,168 | $2.09M | 0.01% | −13−1.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,186 | $2.12M | 0.49% | +152+14.7% | Added |
| Atlantic Union Bankshares Corp | 1,198 | $2.14M | 0.04% | +148+14.1% | Added |
| Entropy Technologies, LP | 1,200 | $2.15M | 0.16% | +1,200 | New |
| Teacher Retirement System of Texas | 1,207 | $2.16M | 0.01% | −222−15.5% | Reduced |
| CI Private Wealth, LLC | 1,215 | $2.17M | 0.00% | +178+17.2% | Added |
| Toroso Investments, LLC | 1,216 | $2.18M | 0.01% | +25+2.1% | Added |
| 44 Wealth Management LLC | 1,229 | $2.20M | 0.75% | +12+1.0% | Added |
| Squarepoint Ops LLC | 1,266 | $2.27M | 0.00% | −2,515−66.5% | Reduced |