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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 158 | $327.8K | 0.04% | +1+0.6% | Added |
| Verdence Capital Advisors LLC | 158 | $328.8K | 0.02% | −12−7.1% | Reduced |
| MidFirst Bank | 158 | $328.8K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 161 | $335.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 162 | $337.1K | 0.01% | +2+1.3% | Added |
| OpenArc Corporate Advisory, LLC | 164 | $341.3K | 0.00% | +3+1.9% | Added |
| GTS Securities LLC | 165 | $343.3K | 0.01% | +165 | New |
| Optas, LLC | 166 | $345.4K | 0.05% | +8+5.1% | Added |
| Farther Finance Advisors, LLC | 167 | $347.3K | 0.00% | −169−50.3% | Reduced |
| Delta Investment Management, LLC | 167 | $347.3K | 0.06% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 168 | $349.6K | 0.01% | +168 | New |
| Yousif Capital Management, LLC | 171 | $355.8K | 0.00% | −13−7.1% | Reduced |
| Vestcor Inc | 171 | $356.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 177 | $369.8K | 0.00% | +42+31.1% | Added |
| UniSuper Management Pty Ltd | 179 | $372.5K | 0.00% | −21−10.5% | Reduced |
| Gotham Asset Management, LLC | 180 | $374.5K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 180 | $374.5K | 0.00% | −110−37.9% | Reduced |
| STRS Ohio | 181 | $376.6K | 0.00% | −29−13.8% | Reduced |
| Resources Investment Advisors, LLC. | 181 | $376.7K | 0.00% | −491−73.1% | Reduced |
| SeaCrest Wealth Management, LLC | 183 | $380.8K | 0.04% | −4−2.1% | Reduced |
| Capital Investment Advisory Services, LLC | 184 | $382.9K | 0.02% | −1−0.5% | Reduced |
| Tritonpoint Wealth, LLC | 185 | $384.9K | 0.04% | −16−8.0% | Reduced |
| TritonPoint Partners, LLC | 185 | $384.9K | 0.03% | +185 | New |
| Salem Investment Counselors Inc | 185 | $384.9K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 186 | $387.0K | 0.02% | −8−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 187 | $389.0K | 0.00% | −2−1.1% | Reduced |
| Advisory Services Network, LLC | 190 | $396.2K | 0.00% | −1−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 191 | $397.0K | 0.00% | −725−79.1% | Reduced |
| Baader Bank INC | 193 | $401.6K | 0.03% | −21−9.8% | Reduced |
| Oslo Pensjonsforsikring AS | 197 | $409.9K | 0.05% | −25−11.3% | Reduced |
| Private Capital Advisors, Inc. | 197 | $409.9K | 0.04% | 00.0% | Unchanged |
| Schroder Investment Management Group | 198 | $411.8K | 0.00% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 198 | $412.0K | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 200 | $416.2K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 200 | $416.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $416.2K | 0.03% | 00.0% | Unchanged |
| Twinbeech Capital LP | 200 | $416.2K | 0.08% | +200 | New |
| Standard Life Aberdeen plc | 211 | $439.0K | 0.00% | −1,309−86.1% | Reduced |
| Principal Securities, Inc. | 211 | $439.0K | 0.01% | −33−13.5% | Reduced |
| Ritholtz Wealth Management | 212 | $441.3K | 0.01% | −1−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 216 | $449.5K | 0.00% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 217 | $451.5K | 0.11% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 219 | $455.7K | 0.00% | +180+461.5% | Added |
| Evolve Private Wealth, LLC | 222 | $461.9K | 0.03% | +222 | New |
| AdvisorShares Investments LLC | 223 | $464.0K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 224 | $466.1K | 0.10% | +14+6.7% | Added |
| Ostrum Asset Management | 227 | $472.3K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 228 | $474.4K | 0.00% | −437−65.7% | Reduced |
| Hedeker Wealth, LLC | 228 | $474.4K | 0.09% | −6−2.6% | Reduced |
| Osmosis Investment Management UK Ltd | 229 | $476.5K | 0.02% | −154−40.2% | Reduced |
| Greenwich Wealth Management LLC | 230 | $478.0K | 0.02% | +26+12.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 230 | $478.6K | 0.03% | −20−8.0% | Reduced |
| Venturi Wealth Management, LLC | 232 | $482.7K | 0.02% | −1−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 238 | $498.0K | 0.01% | −78−24.7% | Reduced |
| Meitav Dash Investments Ltd | 240 | $499.4K | 0.00% | +15+6.7% | Added |
| Quent Capital, LLC | 241 | $500.5K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 241 | $501.5K | 0.01% | −55−18.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 243 | $505.6K | 0.02% | +3+1.3% | Added |
| Mayport, LLC | 244 | $507.7K | 0.08% | −39−13.8% | Reduced |
| Heritage Trust Co | 245 | $509.8K | 0.04% | −10−3.9% | Reduced |
| Personal Cfo Solutions, LLC | 252 | $523.8K | 0.08% | −1−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 259 | $539.0K | 0.00% | +7+2.8% | Added |
| North Dakota State Investment Board | 260 | $541.0K | 0.02% | −4−1.5% | Reduced |
| Frec Markets, Inc. | 260 | $541.0K | 0.05% | +260 | New |
| Beacon Pointe Advisors, LLC | 261 | $543.1K | 0.00% | +12+4.8% | Added |
| Signaturefd, LLC | 266 | $553.5K | 0.01% | +26+10.8% | Added |
| CIBC World Markets Inc. | 267 | $555.6K | 0.00% | −128−32.4% | Reduced |
| Coldstream Capital Management Inc | 275 | $572.2K | 0.01% | +54+24.4% | Added |
| Commonwealth Equity Services, LLC | 276 | $574.0K | 0.00% | −117−29.8% | Reduced |
| Independent Financial Group, LLC | 280 | $582.6K | 0.01% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 277 | $583.6K | 0.01% | −2,090−88.3% | Reduced |
| First Bank & Trust | 288 | $599.3K | 0.09% | −36−11.1% | Reduced |
| Thrivent Financial for Lutherans | 290 | $603.0K | 0.00% | +290 | New |
| Gradient Investments LLC | 292 | $607.6K | 0.01% | −31−9.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 293 | $609.7K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 293 | $609.7K | 0.00% | +74+33.8% | Added |
| Sequoia Financial Advisors, LLC | 304 | $632.8K | 0.00% | −33−9.8% | Reduced |
| Kestra Private Wealth Services, LLC | 305 | $634.8K | 0.01% | +6+2.0% | Added |
| D.A. Davidson & Co. | 323 | $672.1K | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 325 | $676.3K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 330 | $686.7K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 330 | $687.6K | 0.01% | −1−0.3% | Reduced |
| Prudential Financial Inc | 339 | $705.4K | 0.00% | −62−15.5% | Reduced |
| ProShare Advisors LLC | 342 | $711.6K | 0.00% | +342 | New |
| Old North State Trust, LLC | 343 | $714.0K | 0.37% | −7−2.0% | Reduced |
| Nations Financial Group Inc, | 347 | $722.0K | 0.03% | +3+0.9% | Added |
| Storebrand Asset Management AS | 350 | $728.3K | 0.00% | −1−0.3% | Reduced |
| Denali Advisors LLC | 351 | $730.4K | 0.07% | +201+134.0% | Added |
| WealthShield Partners, LLC | 352 | $732.4K | 0.11% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 354 | $736.6K | 0.12% | +354 | New |
| Abn Amro Investment Solutions | 360 | $749.1K | 0.01% | +40+12.5% | Added |
| Amalgamated Bank | 362 | $753.0K | 0.01% | −88−19.6% | Reduced |
| Credit Agricole S A | 364 | $757.4K | 0.00% | +49+15.6% | Added |
| Peterson Wealth Services | 370 | $770.8K | 0.17% | +7+1.9% | Added |
| Tandem Capital Management Corp | 373 | $776.1K | 0.33% | −37−9.0% | Reduced |
| McCollum Christoferson Group LLC | 375 | $780.3K | 0.23% | 00.0% | Unchanged |
| Dover Advisors, LLC | 367 | $787.6K | 0.32% | +1+0.3% | Added |
| Vident Advisory, LLC | 385 | $801.1K | 0.01% | −14,037−97.3% | Reduced |
| denkapparat Operations GmbH | 386 | $803.2K | 0.26% | +142+58.2% | Added |
| Moneta Group Investment Advisors LLC | 395 | $821.9K | 0.01% | +37+10.3% | Added |