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, Q2 2026
Institutional positions in First Citizens Bancshares Inc as of Jun 30, 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
- 626
- +32 vs. Q1 2026
- Shares held
- 6.62M
- −349.9K (−5.0%) vs. Q1 2026
- Total value
- $13.8B
- +$623.5M (+4.7%) vs. Q1 2026
- New holders
- 87
- 171 more added
- Sold out
- 55
- 230 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding First Citizens Bancshares Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 25 | $52.1K | 0.00% | +1+4.2% | Added |
| Stephenson National Bank & Trust | 26 | $54.1K | 0.01% | −10−27.8% | Reduced |
| Deseret Mutual Benefit Administrators | 26 | $54.1K | 0.02% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 30 | $62.4K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 30 | $63.0K | 0.04% | +21+233.3% | Added |
| Newbridge Financial Services Group, Inc. | 36 | $74.9K | 0.01% | +2+5.9% | Added |
| Paladin Partners, LLC | 38 | $79.1K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 38 | $79.1K | 0.02% | +2+5.6% | Added |
| CoreFirst Bank & Trust | 42 | $87.4K | 0.04% | +3+7.7% | Added |
| EverSource Wealth Advisors, LLC | 45 | $93.6K | 0.00% | −21−31.8% | Reduced |
| Harbour Investments, Inc. | 46 | $96.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 47 | $97.8K | 0.03% | +47 | New |
| Golden State Wealth Management, LLC | 48 | $100.2K | 0.01% | −3−5.9% | Reduced |
| Custom Index Systems, LLC | 50 | $104.0K | 0.04% | +50 | New |
| FIL Ltd | 52 | $108.2K | 0.00% | −6−10.3% | Reduced |
| Community Bank, N.A. | 59 | $122.8K | 0.01% | +28+90.3% | Added |
| North Star Investment Management Corp. | 60 | $125.9K | 0.01% | −1−1.6% | Reduced |
| Accent Capital Management, LLC | 64 | $133.2K | 0.06% | +14+28.0% | Added |
| Smartleaf Asset Management LLC | 66 | $137.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 67 | $140.1K | 0.01% | −2−2.9% | Reduced |
| Versant Capital Management, Inc | 68 | $141.5K | 0.01% | +30+78.9% | Added |
| Caldwell Sutter Capital, Inc. | 80 | $166.5K | 0.06% | +15+23.1% | Added |
| Allworth Financial LP | 83 | $173.1K | 0.00% | 00.0% | Unchanged |
| Ossiam | 86 | $178.9K | 0.00% | +1+1.2% | Added |
| Ronald Blue Trust, Inc. | 87 | $181.0K | 0.00% | +47+117.5% | Added |
| Axxion S.A. | 93 | $193.5K | 0.01% | +93 | New |
| HBK Sorce Advisory LLC | 90 | $200.4K | 0.00% | +90 | New |
| Pennington Partners & Co., LLC | 96 | $200.6K | 0.06% | +96 | New |
| Diametric Capital, LP | 98 | $203.9K | 0.02% | +98 | New |
| Alteri Wealth LLC | 98 | $203.9K | 0.06% | +98 | New |
| Black Diamond Financial, LLC | 99 | $206.0K | 0.02% | +99 | New |
| Parallel Advisors, LLC | 99 | $206.6K | 0.00% | +5+5.3% | Added |
| CCM Investment Advisers LLC | 100 | $208.1K | 0.02% | +100 | New |
| Westover Capital Advisors, LLC | 100 | $208.1K | 0.03% | +100 | New |
| Boothbay Fund Management, LLC | 100 | $208.1K | 0.00% | +100 | New |
| Viewpoint Investment Partners Corp | 100 | $208.1K | 0.07% | +100 | New |
| Mullooly Asset Management, Inc. | 100 | $208.1K | 0.06% | +100 | New |
| Blue Rock Wealth Management LLC | 100 | $208.1K | 0.12% | +100 | New |
| Z3 Capital Partners, LLC | 100 | $208.1K | 0.04% | +100 | New |
| Arkadios Wealth Advisors | 100 | $208.1K | 0.00% | +100 | New |
| United Capital Financial Advisers, LLC | 102 | $212.2K | 0.00% | −138−57.5% | Reduced |
| Cary Street Partners Financial LLC | 103 | $214.3K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 103 | $215.2K | 0.01% | +103 | New |
| Symphony Financial Services, Inc. | 104 | $216.4K | 0.10% | +104 | New |
| Ballentine Partners, LLC | 105 | $217.5K | 0.00% | +105 | New |
| Cresset Asset Management, LLC | 106 | $220.6K | 0.00% | −13−10.9% | Reduced |
| VisionPoint Advisory Group, LLC | 107 | $222.6K | 0.04% | +107 | New |
| Bank & Trust Co | 108 | $224.7K | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 109 | $226.8K | 0.00% | −89−44.9% | Reduced |
| Siemens Fonds Invest GmbH | 110 | $228.9K | 0.01% | −18−14.1% | Reduced |
| Winton Group Ltd | 110 | $228.9K | 0.01% | +110 | New |
| Prime Capital Investment Advisors, LLC | 110 | $228.9K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 111 | $231.0K | 0.01% | −3−2.6% | Reduced |
| First American Trust, FSB | 111 | $231.2K | 0.01% | +3+2.8% | Added |
| Van Eck Associates Corp | 112 | $233.0K | 0.00% | +42+60.0% | Added |
| Transcend Wealth Collective, LLC | 113 | $235.1K | 0.02% | +113 | New |
| QRG Capital Management, Inc. | 113 | $235.1K | 0.00% | +113 | New |
| M. Kulyk & Associates, LLC | 114 | $237.2K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 116 | $241.4K | 0.02% | −1−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 120 | $249.7K | 0.01% | −3−2.4% | Reduced |
| Mason & Associates Inc | 121 | $251.8K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 121 | $252.2K | 0.01% | +9+8.0% | Added |
| Invesco, LLC | 122 | $253.9K | 0.08% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 123 | $255.9K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 123 | $256.0K | 0.01% | −108−46.8% | Reduced |
| Miracle Mile Advisors, LLC | 123 | $256.1K | 0.00% | +123 | New |
| J. Safra Sarasin Holding AG | 138 | $260.1K | 0.00% | −288−67.6% | Reduced |
| Marathon Capital Management | 125 | $260.1K | 0.05% | −25−16.7% | Reduced |
| Central Pacific Bank - Trust Division | 125 | $260.1K | 0.03% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 126 | $262.2K | 0.01% | +5+4.1% | Added |
| Horst & Graben Wealth Management LLC | 124 | $262.3K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 127 | $263.8K | 0.00% | −216−63.0% | Reduced |
| Yoffe Investment Management, LLC | 128 | $266.3K | 0.30% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 141 | $268.9K | 0.00% | −3−2.1% | Reduced |
| Storgate, LLC | 130 | $270.5K | 0.06% | +130 | New |
| MetLife Investment Management | 131 | $272.6K | 0.00% | −13−9.0% | Reduced |
| Leavell Investment Management, Inc. | 131 | $272.6K | 0.01% | −10−7.1% | Reduced |
| Cooper Financial Group | 131 | $272.6K | 0.02% | +8+6.5% | Added |
| Quantum Financial Advisors, LLC | 132 | $274.7K | 0.03% | +3+2.3% | Added |
| Kestra Advisory Services, LLC | 132 | $275.1K | 0.00% | −21−13.7% | Reduced |
| Signal Advisors Wealth, LLC | 133 | $276.9K | 0.01% | +21+18.8% | Added |
| Fidelis Capital Partners, LLC | 134 | $278.2K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 140 | $291.3K | 0.00% | +140 | New |
| Evergreen Capital Management LLC | 142 | $295.5K | 0.01% | −271−65.6% | Reduced |
| Crossmark Global Holdings, Inc. | 143 | $297.6K | 0.00% | +143 | New |
| Hudock, Inc. | 143 | $298.0K | 0.04% | −6−4.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 144 | $299.6K | 0.04% | 00.0% | Unchanged |
| StoneX Group Inc. | 144 | $300.0K | 0.01% | +144 | New |
| Aigen Investment Management, LP | 145 | $301.7K | 0.08% | +145 | New |
| Bessemer Group Inc | 145 | $302.0K | 0.00% | +124+590.5% | Added |
| TCW Group Inc | 146 | $303.8K | 0.00% | −5−3.3% | Reduced |
| 111 Capital | 146 | $303.8K | 0.05% | +146 | New |
| Ieq Capital, LLC | 148 | $308.0K | 0.00% | −96−39.3% | Reduced |
| GAMMA Investing LLC | 148 | $308.0K | 0.01% | +1+0.7% | Added |
| Brevan Howard Capital Management LP | 149 | $310.0K | 0.00% | +149 | New |
| Chapman Financial Group, LLC | 150 | $312.1K | 0.21% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 150 | $313.1K | 0.08% | 00.0% | Unchanged |
| PCM Encore, LLC | 151 | $314.4K | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 154 | $320.4K | 0.02% | +1+0.7% | Added |
| Tranquility Partners, LLC | 157 | $326.7K | 0.11% | 00.0% | Unchanged |