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 |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 602 | $1.08M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 596 | $1.07M | 0.03% | −140−19.0% | Reduced |
| Sterling Capital Management LLC | 587 | $1.05M | 0.02% | −70−10.7% | Reduced |
| Mercer Global Advisors Inc | 586 | $1.05M | 0.00% | +150+34.4% | Added |
| CIBC Asset Management Inc | 581 | $1.04M | 0.00% | +4+0.7% | Added |
| Commonwealth Equity Services, LLC | 568 | $1.02M | 0.00% | −281−33.1% | Reduced |
| Nicholas Investment Partners, LP | 567 | $1.01M | 0.08% | 00.0% | Unchanged |
| Ostrum Asset Management | 556 | $994.8K | 0.04% | +228+69.5% | Added |
| Jump Financial, LLC | 552 | $987.6K | 0.01% | +179+48.0% | Added |
| Physicians Financial Services, Inc. | 550 | $984.0K | 0.27% | 00.0% | Unchanged |
| US Bancorp | 543 | $971.5K | 0.00% | −330−37.8% | Reduced |
| Avantra Family Wealth, Inc. | 541 | $967.9K | 0.72% | +414+326.0% | Added |
| Affinity Wealth Management LLC | 537 | $960.8K | 0.14% | +32+6.3% | Added |
| Sowell Financial Services LLC | 536 | $958.4K | 0.04% | +21+4.1% | Added |
| Mill Capital Management, LLC | 525 | $939.3K | 0.07% | 00.0% | Unchanged |
| Harbor Advisors LLC | 512 | $916.0K | 0.14% | +300+141.5% | Added |
| The PNC Financial Services Group, Inc. | 511 | $914.8K | 0.00% | −69−11.9% | Reduced |
| Jones Financial Companies LLLP | 493 | $912.4K | 0.00% | +128+35.1% | Added |
| Whitener Capital Management, Inc. | 505 | $903.5K | 0.22% | 00.0% | Unchanged |
| Scientech Research LLC | 502 | $898.2K | 0.31% | +97+24.0% | Added |
| Impact Investors, Inc | 496 | $887.4K | 0.58% | −202−28.9% | Reduced |
| Benjamin Edwards Inc | 490 | $877.0K | 0.01% | +45+10.1% | Added |
| Callan Family Office, LLC | 490 | $876.7K | 0.03% | −27−5.2% | Reduced |
| Freestone Grove Partners LP | 486 | $869.5K | 0.01% | +486 | New |
| Pettinga Financial Advisors, LLC | 485 | $867.7K | 0.17% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 481 | $861.0K | 0.03% | −7−1.4% | Reduced |
| Maryland State Retirement & Pension System | 479 | $857.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 478 | $855.2K | 0.00% | −120−20.1% | Reduced |
| Amalgamated Bank | 476 | $852.0K | 0.01% | −30−5.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 476 | $851.6K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 459 | $822.6K | 0.00% | −6−1.3% | Reduced |
| Investment Management Corp of Ontario | 459 | $821.2K | 0.01% | +201+77.9% | Added |
| Hedeker Wealth, LLC | 457 | $817.6K | 0.17% | +144+46.0% | Added |
| Sunbelt Securities, Inc. | 452 | $808.7K | 0.06% | +452 | New |
| Retirement Planning Group | 449 | $803.3K | 0.03% | +449 | New |
| CAPROCK Group, Inc. | 399 | $794.2K | 0.02% | +399 | New |
| Kestra Private Wealth Services, LLC | 438 | $783.7K | 0.01% | −3−0.7% | Reduced |
| Tandem Capital Management Corp | 437 | $781.9K | 0.36% | −2−0.5% | Reduced |
| Quadrant Capital Group LLC | 431 | $771.1K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 427 | $764.0K | 0.11% | +47+12.4% | Added |
| Greenleaf Trust | 416 | $744.3K | 0.01% | +8+2.0% | Added |
| Empowered Funds, LLC | 407 | $728.2K | 0.01% | +18+4.6% | Added |
| 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 |
| Bartlett & Co. Wealth Management LLC | 400 | $715.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Mayport, LLC | 391 | $699.6K | 0.15% | −54−12.1% | Reduced |
| Centiva Capital, LP | 391 | $699.6K | 0.07% | +391 | New |
| Westover Capital Advisors, LLC | 388 | $694.2K | 0.13% | +388 | New |
| Vinva Investment Management Ltd | 385 | $692.2K | 0.01% | +267+226.3% | Added |
| Summit Trail Advisors, LLC | 384 | $687.0K | 0.01% | −7−1.8% | Reduced |
| Gradient Investments LLC | 380 | $679.9K | 0.01% | +1+0.3% | Added |
| Exencial Wealth Advisors, LLC | 376 | $672.8K | 0.02% | −1−0.3% | Reduced |
| McCollum Christoferson Group LLC | 375 | $670.9K | 0.19% | +250+200.0% | Added |
| Forum Financial Management, LP | 372 | $666.1K | 0.01% | +48+14.8% | Added |
| Farther Finance Advisors, LLC | 370 | $662.8K | 0.01% | +29+8.5% | Added |
| Dover Advisors, LLC | 368 | $658.4K | 0.26% | 00.0% | Unchanged |
| Omers Administration Corp | 363 | $649.5K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 359 | $642.3K | 0.07% | 00.0% | Unchanged |
| Old North State Trust, LLC | 353 | $632.0K | 0.38% | −18−4.9% | Reduced |
| Peterson Wealth Services | 1,615 | $613.3K | 0.15% | +1,284+387.9% | 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 |
| Atria Investments LLC | 335 | $598.7K | 0.01% | +10+3.1% | Added |
| Illinois Municipal Retirement Fund | 330 | $590.4K | 0.01% | −406−55.2% | Reduced |
| CIBC Bancorp USA Inc. | 330 | $590.4K | 0.00% | +330 | New |
| City Holding Co | 330 | $590.4K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 323 | $577.9K | 0.00% | +19+6.3% | Added |
| Davenport & Co LLC | 316 | $565.4K | 0.00% | +12+3.9% | Added |
| Carnegie Capital Asset Management, LLC | 314 | $561.8K | 0.01% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 313 | $560.0K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 312 | $558.2K | 0.01% | +312 | New |
| Marmo Financial Group, LLC | 307 | $551.0K | 0.27% | −1−0.3% | Reduced |
| Stonegate Investment Group, LLC | 305 | $545.7K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 305 | $545.7K | 0.00% | +305 | New |
| MRP Capital Investments, LLC | 278 | $543.9K | 0.47% | +250+892.9% | Added |
| First Bank & Trust | 302 | $540.3K | 0.09% | +13+4.5% | Added |
| Numerai GP LLC | 301 | $538.5K | 0.08% | +301 | New |
| Credit Agricole S A | 300 | $536.7K | 0.00% | +300 | New |
| Canada Pension Plan Investment Board | 299 | $535.0K | 0.00% | −4,000−93.0% | Reduced |
| Semanteon Capital Management, LP | 298 | $533.2K | 0.67% | −445−59.9% | Reduced |
| Marathon Capital Management | 295 | $527.8K | 0.12% | −130−30.6% | Reduced |
| Optas, LLC | 294 | $526.0K | 0.09% | +294 | New |
| Rockefeller Capital Management L.P. | 292 | $523.0K | 0.00% | +292 | New |
| Gsa Capital Partners LLP | 286 | $512.0K | 0.04% | +286 | New |
| M&T Bank Corp | 283 | $506.8K | 0.00% | −345−54.9% | Reduced |
| Allianz Asset Management GmbH | 283 | $506.3K | 0.00% | +18+6.8% | Added |
| Independent Financial Group, LLC | 280 | $501.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 279 | $499.2K | 0.01% | −3−1.1% | Reduced |
| SCS Capital Management LLC | 276 | $493.8K | 0.01% | +125+82.8% | Added |
| Advisors Asset Management, Inc. | 275 | $492.0K | 0.01% | −2−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 273 | $488.4K | 0.00% | +53+24.1% | Added |
| Bank of Nova Scotia | 271 | $484.8K | 0.00% | +161+146.4% | Added |
| Heritage Trust Co | 269 | $481.3K | 0.05% | +64+31.2% | Added |
| Burney Co | 267 | $477.7K | 0.02% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 265 | $474.1K | 0.32% | +49+22.7% | Added |
| Applied Finance Capital Management, LLC | 264 | $472.3K | 0.03% | −94−26.3% | Reduced |
| Dark Forest Capital Management LP | 263 | $470.5K | 0.02% | +263 | New |
| Everence Capital Management Inc | 260 | $465.0K | 0.03% | 00.0% | Unchanged |