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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 250 | $536.5K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 245 | $524.7K | 0.04% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 244 | $523.7K | 0.28% | +244 | New |
| Kingswood Wealth Advisors, LLC | 242 | $519.4K | 0.03% | +7+3.0% | Added |
| Kestra Advisory Services, LLC | 234 | $502.4K | 0.00% | +13+5.9% | Added |
| Advisory Services Network, LLC | 233 | $500.0K | 0.01% | −17−6.8% | Reduced |
| Coldstream Capital Management Inc | 231 | $495.8K | 0.01% | −48−17.2% | Reduced |
| Beacon Pointe Advisors, LLC | 230 | $493.6K | 0.00% | −75−24.6% | Reduced |
| RSM US Wealth Management LLC | 227 | $489.5K | 0.01% | +28+14.1% | Added |
| Alps Advisors Inc | 228 | $489.3K | 0.00% | −7−3.0% | Reduced |
| Signaturefd, LLC | 228 | $489.3K | 0.01% | +8+3.6% | Added |
| Ritholtz Wealth Management | 227 | $487.5K | 0.01% | −6−2.6% | Reduced |
| Venturi Wealth Management, LLC | 227 | $487.2K | 0.02% | −6−2.6% | Reduced |
| Heritage Trust Co | 225 | $482.9K | 0.05% | −44−16.4% | Reduced |
| Erste Asset Management GmbH | 223 | $482.6K | 0.00% | +223 | New |
| AdvisorShares Investments LLC | 223 | $478.6K | 0.08% | −9−3.9% | Reduced |
| Concurrent Investment Advisors, LLC | 222 | $476.5K | 0.01% | +104+88.1% | Added |
| Personal Cfo Solutions, LLC | 221 | $474.6K | 0.08% | +35+18.8% | Added |
| Greenwich Wealth Management LLC | 218 | $469.0K | 0.02% | +14+6.9% | Added |
| STRS Ohio | 217 | $465.7K | 0.00% | −10−4.4% | Reduced |
| Colton Groome Financial Advisors, LLC | 217 | $465.7K | 0.13% | +17+8.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 216 | $463.6K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 214 | $459.3K | 0.03% | −178−45.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 205 | $440.0K | 0.11% | +205 | New |
| Federated Hermes, Inc. | 203 | $435.7K | 0.00% | −2−1.0% | Reduced |
| Tritonpoint Wealth, LLC | 201 | $431.4K | 0.04% | 00.0% | Unchanged |
| State of Michigan Retirement System | 200 | $429.2K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 200 | $429.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $429.2K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 200 | $429.2K | 0.00% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 200 | $429.2K | 0.41% | +100+100.0% | Added |
| Denali Advisors LLC | 200 | $429.2K | 0.05% | +200 | New |
| Schroder Investment Management Group | 198 | $427.7K | 0.00% | −59−23.0% | Reduced |
| Wealthspire Advisors, LLC | 199 | $427.1K | 0.00% | +167+521.9% | Added |
| Private Capital Advisors, Inc. | 197 | $422.8K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 194 | $416.4K | 0.02% | +2+1.0% | Added |
| SeaCrest Wealth Management, LLC | 187 | $405.1K | 0.04% | −5−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 188 | $403.0K | 0.00% | +3+1.6% | Added |
| Salem Investment Counselors Inc | 185 | $397.0K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 181 | $389.2K | 0.00% | +181 | New |
| Cresset Asset Management, LLC | 181 | $388.5K | 0.00% | +67+58.8% | Added |
| Gotham Asset Management, LLC | 180 | $386.3K | 0.00% | +10+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 179 | $384.2K | 0.00% | +4+2.3% | Added |
| Yousif Capital Management, LLC | 179 | $380.3K | 0.00% | +3+1.7% | Added |
| Verdence Capital Advisors LLC | 176 | $377.7K | 0.02% | +2+1.1% | Added |
| TCW Group Inc | 176 | $377.7K | 0.00% | +176 | New |
| CWM, LLC | 175 | $376.0K | 0.00% | +12+7.4% | Added |
| Pensionmark Financial Group, LLC | 173 | $371.3K | 0.01% | +173 | New |
| Vestcor Inc | 171 | $367.0K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 170 | $364.9K | 0.01% | +6+3.7% | Added |
| Candriam Luxembourg S.C.A. | 167 | $358.4K | 0.00% | −225−57.4% | Reduced |
| Delta Investment Management, LLC | 167 | $357.6K | 0.06% | +1+0.6% | Added |
| Woodline Partners LP | 165 | $354.1K | 0.00% | +165 | New |
| Aaron Wealth Advisors | 164 | $352.0K | 0.02% | +25+18.0% | Added |
| LRI Investments, LLC | 164 | $351.9K | 0.03% | −6−3.5% | Reduced |
| IFP Advisors, Inc | 161 | $345.5K | 0.01% | −1−0.6% | Reduced |
| Guggenheim Capital LLC | 160 | $343.4K | 0.00% | +32+25.0% | Added |
| MidFirst Bank | 158 | $339.1K | 0.03% | +158 | New |
| 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 |
| Lido Advisors, LLC | 184 | $335.3K | 0.00% | +15+8.9% | Added |
| Everence Capital Management Inc | 155 | $333.0K | 0.02% | −105−40.4% | Reduced |
| Gamco Investors, Inc. Et Al | 155 | $332.7K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 153 | $329.4K | 0.10% | +153 | New |
| Snowden Capital Advisors LLC | 153 | $328.4K | 0.01% | +7+4.8% | Added |
| PCM Encore, LLC | 151 | $324.1K | 0.07% | +151 | New |
| Chapman Financial Group, LLC | 150 | $321.9K | 0.22% | 00.0% | Unchanged |
| MetLife Investment Management | 148 | $317.6K | 0.00% | −11−6.9% | Reduced |
| Alteri Wealth LLC | 148 | $317.6K | 0.10% | −6−3.9% | Reduced |
| PEAK6 LLC | 148 | $316.7K | 0.01% | +148 | New |
| Woodard & Co Asset Management Group Inc | 144 | $309.1K | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 141 | $302.6K | 0.01% | −5−3.4% | Reduced |
| Counterpoint Mutual Funds LLC | 138 | $296.2K | 0.02% | +138 | New |
| Stratos Wealth Partners, LTD. | 136 | $293.1K | 0.00% | −8−5.6% | Reduced |
| Invesco, LLC | 136 | $291.9K | 0.10% | −37−21.4% | Reduced |
| GAMMA Investing LLC | 136 | $291.9K | 0.01% | +1+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 135 | $289.7K | 0.00% | −993−88.0% | Reduced |
| Fiduciary Trust Co | 134 | $288.3K | 0.00% | +134 | New |
| Cambria Investment Management, L.P. | 134 | $287.6K | 0.02% | −5−3.6% | Reduced |
| Fidelis Capital Partners, LLC | 134 | $286.9K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 129 | $278.7K | 0.01% | −3−2.3% | Reduced |
| Quantum Financial Advisors, LLC | 129 | $276.9K | 0.03% | 00.0% | Unchanged |
| 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 |
| OpenArc Corporate Advisory, LLC | 127 | $272.6K | 0.00% | +127 | New |
| Capital International Sarl | 126 | $270.4K | 0.00% | +126 | New |
| Pekin Hardy Strauss, Inc. | 125 | $268.3K | 0.02% | −48−27.7% | Reduced |
| Covestor Ltd | 124 | $267.0K | 0.14% | +29+30.5% | Added |
| Moody National Bank Trust Division | 123 | $264.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 122 | $261.8K | 0.01% | −80−39.6% | Reduced |
| Mason & Associates Inc | 121 | $259.7K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 116 | $249.0K | 0.02% | −11−8.7% | Reduced |
| MONECO Advisors, LLC | 114 | $244.7K | 0.02% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 114 | $244.7K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 111 | $238.4K | 0.01% | +111 | New |
| Vestmark Advisory Solutions, Inc. | 111 | $238.4K | 0.00% | +111 | New |
| Ossiam | 110 | $236.1K | 0.00% | −78−41.5% | Reduced |
| Winton Group Ltd | 110 | $236.1K | 0.01% | +110 | New |