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, Q4 2025
Institutional positions in First Citizens Bancshares Inc as of Dec 31, 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
- 652
- +41 vs. Q3 2025
- Shares held
- 7.23M
- −59.8K (−0.8%) vs. Q3 2025
- Total value
- $15.5B
- +$2.51B (+19.3%) vs. Q3 2025
- New holders
- 115
- 200 more added
- Sold out
- 74
- 214 more reduced
11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 26 | $56.0K | 0.00% | −27−50.9% | Reduced |
| Root Financial Partners, LLC | 29 | $62.2K | 0.00% | +11+61.1% | Added |
| Central Pacific Bank - Trust Division | 30 | $64.4K | 0.01% | +30 | New |
| Community Bank, N.A. | 31 | $66.5K | 0.01% | −24−43.6% | Reduced |
| Los Angeles Capital Management LLC | 39 | $69.4K | 0.00% | +39 | New |
| Versant Capital Management, Inc | 33 | $70.8K | 0.01% | −3−8.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 34 | $73.0K | 0.01% | 00.0% | Unchanged |
| Paladin Partners, LLC | 38 | $81.6K | 0.06% | +38 | New |
| CoreFirst Bank & Trust | 39 | $83.7K | 0.05% | +3+8.3% | Added |
| Cary Street Partner Investment Advisory LLC | 42 | $90.1K | 0.02% | +30+250.0% | Added |
| Princeton Global Asset Management LLC | 42 | $90.4K | 0.01% | −32−43.2% | Reduced |
| Accent Capital Management, LLC | 50 | $107.3K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 51 | $109.6K | 0.01% | +48+1,600.0% | Added |
| Motco | 55 | $118.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 60 | $129.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 61 | $130.0K | 0.00% | −4−6.2% | Reduced |
| Allworth Financial LP | 64 | $137.2K | 0.00% | +36+128.6% | Added |
| Torren Management, LLC | 66 | $141.7K | 0.07% | +66 | New |
| Smartleaf Asset Management LLC | 66 | $142.8K | 0.01% | +8+13.8% | Added |
| Van Eck Associates Corp | 67 | $144.0K | 0.00% | +67 | New |
| EverSource Wealth Advisors, LLC | 74 | $158.8K | 0.01% | −8−9.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 84 | $180.3K | 0.00% | +1+1.2% | Added |
| Emerald Advisers, LLC | 95 | $203.9K | 0.01% | −4−4.0% | Reduced |
| Parallel Advisors, LLC | 95 | $204.0K | 0.00% | +7+8.0% | Added |
| Old National Bancorp | 96 | $206.0K | 0.00% | +96 | New |
| Pines Wealth Management, LLC | 97 | $208.2K | 0.07% | +97 | New |
| Austin Private Wealth, LLC | 98 | $210.3K | 0.02% | +98 | New |
| Westover Capital Advisors, LLC | 100 | $214.6K | 0.04% | −288−74.2% | Reduced |
| Paradigm Asset Management Co LLC | 100 | $214.6K | 0.05% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 100 | $214.6K | 0.02% | +100 | New |
| Viewpoint Investment Partners Corp | 100 | $214.6K | 0.10% | +100 | New |
| Mullooly Asset Management, Inc. | 100 | $214.6K | 0.08% | +100 | New |
| Blue Rock Wealth Management LLC | 100 | $214.6K | 0.13% | +100 | New |
| Z3 Capital Partners, LLC | 100 | $214.6K | 0.05% | +100 | New |
| Ballentine Partners, LLC | 101 | $215.7K | 0.00% | +101 | New |
| Cary Street Partners Financial LLC | 103 | $221.1K | 0.01% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 103 | $221.1K | 0.45% | +103 | New |
| Black Diamond Financial, LLC | 103 | $221.1K | 0.02% | +103 | New |
| Red Door Wealth Management, LLC | 103 | $221.1K | 0.02% | +103 | New |
| Savvy Advisors, Inc. | 103 | $221.1K | 0.01% | +103 | New |
| Symphony Financial Services, Inc. | 104 | $223.2K | 0.11% | +104 | New |
| First American Trust, FSB | 105 | $225.3K | 0.02% | +105 | New |
| Optas, LLC | 106 | $227.5K | 0.04% | −188−63.9% | Reduced |
| DRW Securities, LLC | 106 | $227.5K | 0.02% | +106 | New |
| Savant Capital, LLC | 107 | $229.6K | 0.00% | −21−16.4% | Reduced |
| Arkadios Wealth Advisors | 107 | $229.7K | 0.00% | −24−18.3% | Reduced |
| National Asset Management, Inc. | 107 | $230.6K | 0.01% | +107 | New |
| Twinbeech Capital LP | 109 | $233.9K | 0.02% | −11,690−99.1% | Reduced |
| Bank & Trust Co | 109 | $233.9K | 0.17% | −3−2.7% | Reduced |
| Prelude Capital Management, LLC | 109 | $233.9K | 0.02% | +109 | New |
| Prime Capital Investment Advisors, LLC | 109 | $233.9K | 0.00% | +109 | New |
| Ossiam | 110 | $236.1K | 0.00% | −78−41.5% | Reduced |
| Winton Group Ltd | 110 | $236.1K | 0.01% | +110 | New |
| Fortress Private Ledger, LLC | 110 | $236.1K | 0.08% | +110 | New |
| Vestmark Advisory Solutions, Inc. | 111 | $238.4K | 0.00% | +111 | New |
| Mount Yale Investment Advisors, LLC | 111 | $238.4K | 0.01% | +111 | New |
| M. Kulyk & Associates, LLC | 114 | $244.7K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 114 | $244.7K | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 116 | $249.0K | 0.02% | −11−8.7% | Reduced |
| Mason & Associates Inc | 121 | $259.7K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 122 | $261.8K | 0.01% | −80−39.6% | Reduced |
| Moody National Bank Trust Division | 123 | $264.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 124 | $267.0K | 0.14% | +29+30.5% | Added |
| Pekin Hardy Strauss, Inc. | 125 | $268.3K | 0.02% | −48−27.7% | Reduced |
| Capital International Sarl | 126 | $270.4K | 0.00% | +126 | New |
| OpenArc Corporate Advisory, LLC | 127 | $272.6K | 0.00% | +127 | New |
| Cooper Financial Group | 128 | $274.7K | 0.03% | −3−2.3% | Reduced |
| Keel Point, LLC | 128 | $274.7K | 0.02% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 128 | $274.7K | 0.35% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 129 | $276.9K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 129 | $278.7K | 0.01% | −3−2.3% | Reduced |
| Fidelis Capital Partners, LLC | 134 | $286.9K | 0.02% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 134 | $287.6K | 0.02% | −5−3.6% | Reduced |
| Fiduciary Trust Co | 134 | $288.3K | 0.00% | +134 | New |
| Schonfeld Strategic Advisors LLC | 135 | $289.7K | 0.00% | −993−88.0% | Reduced |
| Invesco, LLC | 136 | $291.9K | 0.10% | −37−21.4% | Reduced |
| GAMMA Investing LLC | 136 | $291.9K | 0.01% | +1+0.7% | Added |
| Stratos Wealth Partners, LTD. | 136 | $293.1K | 0.00% | −8−5.6% | Reduced |
| Counterpoint Mutual Funds LLC | 138 | $296.2K | 0.02% | +138 | New |
| Leavell Investment Management, Inc. | 141 | $302.6K | 0.01% | −5−3.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 144 | $309.1K | 0.05% | 00.0% | Unchanged |
| PEAK6 LLC | 148 | $316.7K | 0.01% | +148 | New |
| MetLife Investment Management | 148 | $317.6K | 0.00% | −11−6.9% | Reduced |
| Alteri Wealth LLC | 148 | $317.6K | 0.10% | −6−3.9% | Reduced |
| Chapman Financial Group, LLC | 150 | $321.9K | 0.22% | 00.0% | Unchanged |
| PCM Encore, LLC | 151 | $324.1K | 0.07% | +151 | New |
| Snowden Capital Advisors LLC | 153 | $328.4K | 0.01% | +7+4.8% | Added |
| Hobbs Group Advisors, LLC | 153 | $329.4K | 0.10% | +153 | New |
| Gamco Investors, Inc. Et Al | 155 | $332.7K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 155 | $333.0K | 0.02% | −105−40.4% | Reduced |
| Lido Advisors, LLC | 184 | $335.3K | 0.00% | +15+8.9% | Added |
| Transcend Wealth Collective, LLC | 157 | $336.9K | 0.03% | −25−13.7% | Reduced |
| Tranquility Partners, LLC | 157 | $336.9K | 0.12% | −3−1.9% | Reduced |
| Waterloo Capital, L.P. | 157 | $336.9K | 0.02% | 00.0% | Unchanged |
| MidFirst Bank | 158 | $339.1K | 0.03% | +158 | New |
| Guggenheim Capital LLC | 160 | $343.4K | 0.00% | +32+25.0% | Added |
| IFP Advisors, Inc | 161 | $345.5K | 0.01% | −1−0.6% | Reduced |
| LRI Investments, LLC | 164 | $351.9K | 0.03% | −6−3.5% | Reduced |
| Aaron Wealth Advisors | 164 | $352.0K | 0.02% | +25+18.0% | Added |
| Woodline Partners LP | 165 | $354.1K | 0.00% | +165 | New |