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, Q1 2026
Institutional positions in First Citizens Bancshares Inc as of Mar 31, 2026. 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
- 603
- −38 vs. Q4 2025
- Shares held
- 6.98M
- +653.6K (+10.3%) vs. Q4 2025
- Total value
- $13.2B
- −$413.4M (−3.0%) vs. Q4 2025
- New holders
- 62
- 173 more added
- Sold out
- 100
- 223 more reduced
11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 478 | $900.9K | 0.01% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 485 | $914.1K | 0.17% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 487 | $917.9K | 0.13% | +12+2.5% | Added |
| Callan Family Office, LLC | 490 | $923.5K | 0.02% | −6−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 495 | $934.5K | 0.00% | +121+32.4% | Added |
| Sunbelt Securities, Inc. | 500 | $942.3K | 0.06% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 501 | $944.2K | 0.03% | −65−11.5% | Reduced |
| Physicians Financial Services, Inc. | 510 | $961.0K | 0.26% | 00.0% | Unchanged |
| Harbor Advisors LLC | 512 | $964.9K | 0.14% | 00.0% | Unchanged |
| Ci Investments Inc. | 514 | $968.7K | 0.00% | −4−0.8% | Reduced |
| Mill Capital Management, LLC | 525 | $989.4K | 0.08% | 00.0% | Unchanged |
| National Pension Service | 532 | $1.00M | 0.00% | −3,061−85.2% | Reduced |
| Affinity Wealth Management LLC | 534 | $1.01M | 0.15% | −1−0.2% | Reduced |
| Avantra Family Wealth, Inc. | 548 | $1.03M | 0.77% | +11+2.0% | Added |
| Nicholas Investment Partners, LP | 567 | $1.07M | 0.08% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 573 | $1.08M | 0.00% | +33+6.1% | Added |
| Pinnacle Financial Partners, Inc. | 577 | $1.09M | 0.01% | −12−2.0% | Reduced |
| SummitTX Capital, L.P. | 581 | $1.09M | 0.03% | +581 | New |
| CIBC Bancorp USA Inc. | 662 | $1.10M | 0.00% | +662 | New |
| US Bancorp | 595 | $1.12M | 0.00% | +22+3.8% | Added |
| Headlands Technologies LLC | 605 | $1.14M | 0.13% | +605 | New |
| HighTower Advisors, LLC | 607 | $1.15M | 0.00% | −1−0.2% | Reduced |
| Triangle Securities Wealth Management | 609 | $1.15M | 0.26% | +2+0.3% | Added |
| Holderness Investments Co | 611 | $1.15M | 0.23% | +5+0.8% | Added |
| Investment Management Corp of Ontario | 613 | $1.16M | 0.01% | +10+1.7% | Added |
| Allstate Corp | 614 | $1.16M | 0.01% | +27+4.6% | Added |
| Financial Security Advisor, Inc. | 615 | $1.16M | 0.21% | +1+0.2% | Added |
| MBL Wealth, LLC | 622 | $1.17M | 0.09% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 631 | $1.19M | 0.01% | −5−0.8% | Reduced |
| Voya Investment Management LLC | 639 | $1.20M | 0.00% | −29−4.3% | Reduced |
| Principal Financial Group Inc | 641 | $1.21M | 0.00% | −4−0.6% | Reduced |
| HB Wealth Management, LLC | 655 | $1.23M | 0.01% | −284−30.2% | Reduced |
| Neuberger Berman Group LLC | 662 | $1.25M | 0.00% | +14+2.2% | Added |
| Mackenzie Financial Corp | 665 | $1.25M | 0.00% | +34+5.4% | Added |
| Gulf International Bank (UK) Ltd | 666 | $1.25M | 0.03% | +185+38.5% | Added |
| Resources Investment Advisors, LLC. | 672 | $1.27M | 0.01% | −55−7.6% | Reduced |
| M&T Bank Corp | 677 | $1.28M | 0.00% | +5+0.7% | Added |
| Mercer Global Advisors Inc | 681 | $1.28M | 0.00% | +61+9.8% | Added |
| Benjamin Edwards Inc | 685 | $1.29M | 0.01% | +148+27.6% | Added |
| Venator Management LLC | 686 | $1.29M | 0.31% | −1,235−64.3% | Reduced |
| Whitener Capital Management, Inc. | 708 | $1.33M | 0.30% | −6−0.8% | Reduced |
| Muirfield Wealth Advisors LLC | 711 | $1.34M | 0.99% | 00.0% | Unchanged |
| Old Peak Finance LLC | 721 | $1.36M | 0.79% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 726 | $1.37M | 0.01% | −138−16.0% | Reduced |
| SkyView Investment Advisors, LLC | 734 | $1.38M | 0.19% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 740 | $1.39M | 0.21% | 00.0% | Unchanged |
| Angel Oak Capital Advisors, LLC | 750 | $1.41M | 1.57% | −255−25.4% | Reduced |
| Smith, Salley & Associates | 757 | $1.43M | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 767 | $1.45M | 0.03% | −325−29.8% | Reduced |
| 44 Wealth Management LLC | 787 | $1.48M | 0.52% | −451−36.4% | Reduced |
| Western Wealth Management, LLC | 793 | $1.49M | 0.06% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 796 | $1.50M | 0.54% | +13+1.7% | Added |
| Freemont Management S.A. | 800 | $1.51M | 0.28% | −100−11.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 801 | $1.51M | 0.00% | +382+91.2% | Added |
| Empowered Funds, LLC | 802 | $1.51M | 0.01% | −1,211−60.2% | Reduced |
| Janus Henderson Group PLC | 815 | $1.54M | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 816 | $1.54M | 0.01% | +14+1.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 830 | $1.56M | 0.02% | −30−3.5% | Reduced |
| Swiss Life Asset Management Ltd | 831 | $1.57M | 0.01% | +93+12.6% | Added |
| Catalyst Funds Management Pty Ltd | 836 | $1.58M | 0.27% | −14−1.6% | Reduced |
| Maltese Capital Management LLC | 868 | $1.64M | 0.32% | −3,541−80.3% | Reduced |
| Merrion Investment Management Co, LLC | 876 | $1.65M | 0.89% | 00.0% | Unchanged |
| JustInvest LLC | 882 | $1.66M | 0.02% | −16−1.8% | Reduced |
| Diversified Trust Co | 908 | $1.71M | 0.03% | −31−3.3% | Reduced |
| Public Employees Retirement Association of Colorado | 916 | $1.73M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 921 | $1.74M | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 935 | $1.76M | 0.20% | +935 | New |
| Trust Co of the South | 947 | $1.78M | 0.29% | 00.0% | Unchanged |
| OP Asset Management Ltd | 961 | $1.81M | 0.02% | −81−7.8% | Reduced |
| Blair William & Co | 967 | $1.82M | 0.01% | +7+0.7% | Added |
| Wedbush Securities Inc | 969 | $1.83M | 0.05% | −167−14.7% | Reduced |
| Delta Global Management LP | 974 | $1.84M | 0.15% | −171−14.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 982 | $1.85M | 0.01% | +53+5.7% | Added |
| National Bank of Canada | 991 | $1.87M | 0.00% | −293−22.8% | Reduced |
| De Lisle Partners LLP | 1,000 | $1.89M | 0.23% | +200+25.0% | Added |
| Midwest Professional Planners, LTD. | 1,011 | $1.91M | 0.45% | +42+4.3% | Added |
| Ensign Peak Advisors, Inc | 1,016 | $1.91M | 0.00% | +325+47.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,021 | $1.92M | 0.01% | +1,021 | New |
| Nisa Investment Advisors, LLC | 1,026 | $1.93M | 0.01% | −28−2.7% | Reduced |
| Hancock Whitney Corp | 1,039 | $1.96M | 0.03% | −84−7.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,056 | $1.99M | 0.00% | −382−26.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 1,061 | $2.00M | 0.29% | −25−2.3% | Reduced |
| Laurion Capital Management LP | 1,074 | $2.02M | 0.19% | +97+9.9% | Added |
| Regions Financial Corp | 1,077 | $2.03M | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,094 | $2.06M | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,109 | $2.09M | 0.00% | −297−21.1% | Reduced |
| Nissay Asset Management Corp | 1,120 | $2.11M | 0.01% | −30−2.6% | Reduced |
| Independent Advisor Alliance | 1,131 | $2.13M | 0.02% | −6−0.5% | Reduced |
| LRT Capital Management, LLC | 1,148 | $2.16M | 2.02% | −113−9.0% | Reduced |
| Atlantic Union Bankshares Corp | 1,160 | $2.19M | 0.04% | +7+0.6% | Added |
| EP Wealth Advisors, LLC | 1,174 | $2.21M | 0.01% | −37−3.1% | Reduced |
| British Columbia Investment Management Corp | 1,183 | $2.23M | 0.01% | −401−25.3% | Reduced |
| Xponance, Inc. | 1,185 | $2.23M | 0.02% | +165+16.2% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,190 | $2.24M | 0.11% | −91−7.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,229 | $2.32M | 0.46% | +33+2.8% | Added |
| Whittier Trust Co | 1,209 | $2.33M | 0.03% | −6,455−84.2% | Reduced |
| Virtu Financial LLC | 1,241 | $2.34M | 0.10% | +1,241 | New |
| Guardian Wealth Advisors, LLC | 1,244 | $2.34M | 0.15% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,247 | $2.35M | 0.06% | +42+3.5% | Added |
| O'Shaughnessy Asset Management, LLC | 1,263 | $2.38M | 0.01% | −57−4.3% | Reduced |