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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 487 | $917.9K | 0.13% | +12+2.5% | Added |
| Pettinga Financial Advisors, LLC | 485 | $914.1K | 0.17% | 00.0% | Unchanged |
| Macquarie Group Ltd | 478 | $900.9K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 475 | $895.2K | 0.00% | −9−1.9% | Reduced |
| Omers Administration Corp | 457 | $861.3K | 0.01% | +94+25.9% | Added |
| Retirement Planning Group | 451 | $850.0K | 0.03% | +2+0.4% | Added |
| Amalgamated Bank | 450 | $848.0K | 0.01% | −211−31.9% | Reduced |
| Maryland State Retirement & Pension System | 449 | $846.2K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 447 | $844.2K | 0.02% | +46+11.5% | Added |
| Greenleaf Trust | 446 | $840.6K | 0.01% | +13+3.0% | Added |
| Summit Trail Advisors, LLC | 441 | $831.7K | 0.01% | +83+23.2% | Added |
| JT Stratford LLC | 431 | $812.3K | 0.10% | +8+1.9% | Added |
| Quadrant Capital Group LLC | 426 | $802.9K | 0.02% | −5−1.2% | Reduced |
| J. Safra Sarasin Holding AG | 426 | $802.1K | 0.01% | −89−17.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 423 | $797.2K | 0.03% | +17+4.2% | Added |
| Laird Norton Trust Company, LLC | 419 | $789.7K | 0.02% | −4−0.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 400 | $781.8K | 0.01% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 414 | $780.2K | 0.08% | +414 | New |
| Evergreen Capital Management LLC | 413 | $778.4K | 0.02% | +24+6.2% | Added |
| Tandem Capital Management Corp | 410 | $772.7K | 0.39% | −27−6.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 405 | $763.0K | 0.01% | −4,855−92.3% | Reduced |
| Prudential Financial Inc | 401 | $755.7K | 0.00% | −53−11.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 396 | $746.3K | 0.03% | +5+1.3% | Added |
| CIBC World Markets Inc. | 395 | $744.4K | 0.00% | +126+46.8% | Added |
| Commonwealth Equity Services, LLC | 393 | $741.2K | 0.00% | −70−15.1% | Reduced |
| Raiffeisen Bank International AG | 400 | $738.8K | 0.01% | +392+4,900.0% | Added |
| CenterBook Partners LP | 384 | $723.7K | 0.04% | −27−6.6% | Reduced |
| Osmosis Investment Management UK Ltd | 383 | $721.8K | 0.02% | +383 | New |
| McCollum Christoferson Group LLC | 375 | $706.7K | 0.21% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 370 | $697.3K | 0.03% | +370 | New |
| Atria Investments LLC | 367 | $691.1K | 0.01% | −91−19.9% | Reduced |
| Dover Advisors, LLC | 366 | $689.8K | 0.29% | −1−0.3% | Reduced |
| Peterson Wealth Services | 363 | $684.6K | 0.17% | +23+6.8% | Added |
| Moneta Group Investment Advisors LLC | 358 | $674.7K | 0.01% | +358 | New |
| WealthShield Partners, LLC | 352 | $663.4K | 0.07% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 351 | $661.5K | 0.00% | −435−55.3% | Reduced |
| Old North State Trust, LLC | 350 | $660.0K | 0.39% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 347 | $654.0K | 0.02% | −29−7.7% | Reduced |
| Nations Financial Group Inc, | 344 | $648.3K | 0.03% | +4+1.2% | Added |
| Davenport & Co LLC | 343 | $646.5K | 0.00% | −27−7.3% | Reduced |
| Farther Finance Advisors, LLC | 336 | $636.6K | 0.01% | −66−16.4% | Reduced |
| Sequoia Financial Advisors, LLC | 337 | $635.3K | 0.00% | +38+12.7% | Added |
| Woodline Partners LP | 336 | $633.2K | 0.00% | +171+103.6% | Added |
| RSM US Wealth Management LLC | 331 | $623.0K | 0.01% | +104+45.8% | Added |
| City Holding Co | 330 | $621.9K | 0.08% | 00.0% | Unchanged |
| Prudential PLC | 325 | $612.5K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 324 | $610.6K | 0.10% | +56+20.9% | Added |
| Whittier Trust Co of Nevada Inc | 316 | $609.3K | 0.01% | −2,597−89.2% | Reduced |
| D.A. Davidson & Co. | 323 | $608.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 323 | $608.7K | 0.01% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 320 | $603.1K | 0.01% | +12+3.9% | Added |
| Saudi Central Bank | 316 | $595.6K | 0.01% | +316 | New |
| Credit Agricole S A | 315 | $593.7K | 0.00% | +4+1.3% | Added |
| Marmo Financial Group, LLC | 308 | $581.7K | 0.29% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 299 | $563.7K | 0.01% | −140−31.9% | Reduced |
| CWM, LLC | 297 | $560.5K | 0.00% | +122+69.7% | Added |
| Sterling Capital Management LLC | 296 | $557.9K | 0.01% | −240−44.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 293 | $552.2K | 0.01% | −21−6.7% | Reduced |
| Vontobel Holding Ltd. | 290 | $546.6K | 0.00% | −614−67.9% | Reduced |
| Mayport, LLC | 283 | $533.4K | 0.10% | −54−16.0% | Reduced |
| Allianz Asset Management GmbH | 282 | $531.5K | 0.00% | −1−0.4% | Reduced |
| Independent Financial Group, LLC | 280 | $527.7K | 0.01% | 00.0% | Unchanged |
| Numerai GP LLC | 271 | $510.7K | 0.05% | +271 | New |
| North Dakota State Investment Board | 264 | $497.6K | 0.02% | −71−21.2% | Reduced |
| Heritage Trust Co | 255 | $480.6K | 0.05% | +30+13.3% | Added |
| Personal Cfo Solutions, LLC | 253 | $477.2K | 0.07% | +32+14.5% | Added |
| Concurrent Investment Advisors, LLC | 252 | $475.0K | 0.01% | +30+13.5% | Added |
| Advisors Asset Management, Inc. | 250 | $471.2K | 0.01% | −19−7.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 250 | $471.2K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 249 | $469.3K | 0.00% | +19+8.3% | Added |
| Ieq Capital, LLC | 244 | $459.9K | 0.00% | −3,041−92.6% | Reduced |
| Principal Securities, Inc. | 244 | $459.9K | 0.01% | −7−2.8% | Reduced |
| denkapparat Operations GmbH | 244 | $459.9K | 0.19% | 00.0% | Unchanged |
| Quent Capital, LLC | 241 | $453.3K | 0.03% | −4−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 240 | $452.3K | 0.02% | −2−0.8% | Reduced |
| Signaturefd, LLC | 240 | $452.3K | 0.01% | +12+5.3% | Added |
| United Capital Financial Advisers, LLC | 240 | $452.3K | 0.00% | +240 | New |
| Havemeyer Place LP | 238 | $448.5K | 0.05% | −258−52.0% | Reduced |
| Hedeker Wealth, LLC | 234 | $441.0K | 0.09% | −106−31.2% | Reduced |
| Venturi Wealth Management, LLC | 233 | $439.1K | 0.02% | +6+2.6% | Added |
| Everence Capital Management Inc | 231 | $435.0K | 0.03% | +76+49.0% | Added |
| Ostrum Asset Management | 227 | $427.8K | 0.02% | −191−45.7% | Reduced |
| Meitav Dash Investments Ltd | 225 | $424.0K | 0.00% | −55−19.6% | Reduced |
| Farringdon Capital, Ltd. | 225 | $424.0K | 0.09% | +225 | New |
| AdvisorShares Investments LLC | 223 | $420.3K | 0.08% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 222 | $418.4K | 0.07% | +222 | New |
| Coldstream Capital Management Inc | 221 | $416.5K | 0.01% | −10−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 219 | $412.7K | 0.00% | −107−32.8% | Reduced |
| Erste Asset Management GmbH | 223 | $411.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 217 | $409.3K | 0.01% | −1,481−87.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 217 | $409.0K | 0.12% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 216 | $407.1K | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 214 | $403.3K | 0.04% | +214 | New |
| Ritholtz Wealth Management | 213 | $401.7K | 0.01% | −14−6.2% | Reduced |
| STRS Ohio | 210 | $395.8K | 0.00% | −7−3.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 210 | $395.8K | 0.10% | +5+2.4% | Added |
| Lido Advisors, LLC | 206 | $389.8K | 0.00% | +22+12.0% | Added |
| Greenwich Wealth Management LLC | 204 | $385.0K | 0.02% | −14−6.4% | Reduced |
| Tritonpoint Wealth, LLC | 201 | $378.8K | 0.04% | 00.0% | Unchanged |
| State of Michigan Retirement System | 200 | $376.9K | 0.00% | 00.0% | Unchanged |