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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 402 | $863.7K | 0.01% | +32+8.6% | Added |
| Tokio Marine Asset Management Co Ltd | 406 | $871.3K | 0.03% | 00.0% | Unchanged |
| Avanza Fonder AB | 407 | $873.5K | 0.02% | +407 | New |
| CenterBook Partners LP | 411 | $882.1K | 0.04% | −1,214−74.7% | Reduced |
| Ostrum Asset Management | 418 | $897.1K | 0.04% | −138−24.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 419 | $899.2K | 0.00% | +419 | New |
| JT Stratford LLC | 423 | $907.8K | 0.12% | +17+4.2% | Added |
| Laird Norton Trust Company, LLC | 423 | $907.8K | 0.02% | +423 | New |
| Quadrant Capital Group LLC | 431 | $925.0K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 433 | $929.3K | 0.01% | +17+4.1% | Added |
| Impact Investors, Inc | 436 | $935.7K | 0.65% | −60−12.1% | Reduced |
| Tandem Capital Management Corp | 437 | $937.9K | 0.43% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 439 | $942.4K | 0.01% | +1+0.2% | Added |
| Maryland State Retirement & Pension System | 449 | $963.6K | 0.02% | −30−6.3% | Reduced |
| Retirement Planning Group | 449 | $963.6K | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 450 | $965.8K | 0.09% | +450 | New |
| Prudential Financial Inc | 454 | $980.8K | 0.00% | −326−41.8% | Reduced |
| Atria Investments LLC | 458 | $982.3K | 0.01% | +123+36.7% | Added |
| Commonwealth Equity Services, LLC | 463 | $994.6K | 0.00% | −105−18.5% | Reduced |
| Legacy Financial Advisors, Inc. | 475 | $1.02M | 0.14% | +48+11.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 476 | $1.02M | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 478 | $1.03M | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 481 | $1.03M | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 482 | $1.03M | 0.00% | +183+61.2% | Added |
| Bank of Nova Scotia | 484 | $1.04M | 0.00% | +213+78.6% | Added |
| Pettinga Financial Advisors, LLC | 485 | $1.04M | 0.20% | 00.0% | Unchanged |
| Callan Family Office, LLC | 496 | $1.06M | 0.02% | +6+1.2% | Added |
| Havemeyer Place LP | 496 | $1.06M | 0.21% | +496 | New |
| Jones Financial Companies LLLP | 496 | $1.07M | 0.00% | +3+0.6% | Added |
| GWM Advisors LLC | 498 | $1.07M | 0.00% | −192−27.8% | Reduced |
| Sunbelt Securities, Inc. | 500 | $1.07M | 0.07% | +48+10.6% | Added |
| Physicians Financial Services, Inc. | 510 | $1.09M | 0.29% | −40−7.3% | Reduced |
| Harbor Advisors LLC | 512 | $1.10M | 0.17% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 515 | $1.11M | 0.02% | +515 | New |
| Ci Investments Inc. | 518 | $1.11M | 0.00% | +466+896.2% | Added |
| Mariner, LLC | 522 | $1.12M | 0.00% | +406+350.0% | Added |
| Mill Capital Management, LLC | 525 | $1.13M | 0.08% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 535 | $1.15M | 0.16% | −2−0.4% | Reduced |
| Sterling Capital Management LLC | 536 | $1.15M | 0.02% | −51−8.7% | Reduced |
| Avantra Family Wealth, Inc. | 537 | $1.15M | 0.84% | −4−0.7% | Reduced |
| Benjamin Edwards Inc | 537 | $1.15M | 0.01% | +47+9.6% | Added |
| CIBC Asset Management Inc | 540 | $1.16M | 0.00% | −41−7.1% | Reduced |
| Sowell Financial Services LLC | 561 | $1.20M | 0.04% | +25+4.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 566 | $1.21M | 0.04% | −36−6.0% | Reduced |
| Nicholas Investment Partners, LP | 567 | $1.22M | 0.09% | 00.0% | Unchanged |
| US Bancorp | 573 | $1.23M | 0.00% | +30+5.5% | Added |
| Allstate Corp | 587 | $1.26M | 0.02% | +275+88.1% | Added |
| Pinnacle Financial Partners, Inc. | 589 | $1.26M | 0.01% | +589 | New |
| Kentucky Retirement Systems | 596 | $1.28M | 0.03% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 603 | $1.29M | 0.02% | +144+31.4% | Added |
| Holderness Investments Co | 606 | $1.30M | 0.26% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 607 | $1.30M | 0.27% | −8−1.3% | Reduced |
| HighTower Advisors, LLC | 608 | $1.30M | 0.00% | +149+32.5% | Added |
| Financial Security Advisor, Inc. | 614 | $1.32M | 0.25% | +1+0.2% | Added |
| Mercer Global Advisors Inc | 620 | $1.33M | 0.00% | +34+5.8% | Added |
| MBL Wealth, LLC | 622 | $1.33M | 0.11% | +5+0.8% | Added |
| Mackenzie Financial Corp | 631 | $1.36M | 0.00% | +24+4.0% | Added |
| Park Avenue Securities LLC | 636 | $1.37M | 0.01% | −31−4.6% | Reduced |
| Principal Financial Group Inc | 645 | $1.38M | 0.00% | −376−36.8% | Reduced |
| Neuberger Berman Group LLC | 648 | $1.39M | 0.00% | +42+6.9% | Added |
| Amalgamated Bank | 661 | $1.42M | 0.01% | +185+38.9% | Added |
| Voya Investment Management LLC | 668 | $1.43M | 0.00% | −120−15.2% | Reduced |
| M&T Bank Corp | 672 | $1.44M | 0.00% | +389+137.5% | Added |
| Quest Partners LLC | 676 | $1.45M | 0.08% | −83−10.9% | Reduced |
| Ensign Peak Advisors, Inc | 691 | $1.48M | 0.00% | −1,305−65.4% | Reduced |
| Muirfield Wealth Advisors LLC | 711 | $1.53M | 1.12% | +1+0.1% | Added |
| Whitener Capital Management, Inc. | 714 | $1.53M | 0.35% | +209+41.4% | Added |
| Old Peak Finance LLC | 721 | $1.55M | 0.96% | +721 | New |
| Resources Investment Advisors, LLC. | 727 | $1.56M | 0.02% | −26−3.5% | Reduced |
| SkyView Investment Advisors, LLC | 734 | $1.57M | 0.20% | −12−1.6% | Reduced |
| Swiss Life Asset Management Ltd | 738 | $1.58M | 0.01% | −167−18.5% | Reduced |
| Noesis Capital Mangement Corp | 740 | $1.59M | 0.23% | −10−1.3% | Reduced |
| Smith, Salley & Associates | 757 | $1.62M | 0.08% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 783 | $1.68M | 0.58% | +156+24.9% | Added |
| Storebrand Asset Management AS | 786 | $1.69M | 0.00% | −1,628−67.4% | Reduced |
| Western Wealth Management, LLC | 793 | $1.70M | 0.08% | 00.0% | Unchanged |
| De Lisle Partners LLP | 800 | $1.72M | 0.22% | −200−20.0% | Reduced |
| Clearstead Advisors, LLC | 802 | $1.72M | 0.02% | −20−2.4% | Reduced |
| Janus Henderson Group PLC | 815 | $1.75M | 0.00% | +200+32.5% | Added |
| CBOE Vest Financial, LLC | 822 | $1.76M | 0.02% | +822 | New |
| Catalyst Funds Management Pty Ltd | 850 | $1.82M | 0.42% | −50−5.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 860 | $1.85M | 0.02% | +860 | New |
| Sanctuary Advisors, LLC | 864 | $1.85M | 0.01% | +42+5.1% | Added |
| New York State Teachers Retirement System | 874 | $1.88M | 0.00% | −32−3.5% | Reduced |
| Merrion Investment Management Co, LLC | 876 | $1.88M | 1.01% | 00.0% | Unchanged |
| JustInvest LLC | 898 | $1.93M | 0.02% | +23+2.6% | Added |
| Freemont Management S.A. | 900 | $1.93M | 0.38% | +800+800.0% | Added |
| Vontobel Holding Ltd. | 904 | $1.94M | 0.01% | +904 | New |
| Public Employees Retirement Association of Colorado | 916 | $1.97M | 0.01% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 917 | $1.97M | 3.09% | +917 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 921 | $1.98M | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 930 | $2.00M | 0.02% | −387−29.4% | Reduced |
| Vinva Investment Management Ltd | 924 | $2.00M | 0.02% | +539+140.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 929 | $2.00M | 0.01% | +96+11.5% | Added |
| Diversified Trust Co | 939 | $2.02M | 0.04% | −4−0.4% | Reduced |
| HB Wealth Management, LLC | 939 | $2.02M | 0.01% | 00.0% | Unchanged |
| Trust Co of the South | 947 | $2.03M | 0.33% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,094 | $2.04M | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 960 | $2.06M | 0.01% | −5−0.5% | Reduced |
| FORA Capital, LLC | 968 | $2.08M | 0.25% | +968 | New |