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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 1,342 | $2.79M | 0.03% | −108−7.4% | Reduced |
| Ethic Inc. | 1,312 | $2.73M | 0.03% | +1,312 | New |
| Aptus Capital Advisors, LLC | 1,310 | $2.73M | 0.02% | +40+3.1% | Added |
| Founders Financial Alliance, LLC | 1,283 | $2.67M | 0.35% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,280 | $2.66M | 0.00% | −25−1.9% | Reduced |
| Tudor Investment Corp Et Al | 1,264 | $2.63M | 0.01% | −2,114−62.6% | Reduced |
| Guardian Wealth Advisors, LLC | 1,244 | $2.59M | 0.15% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,225 | $2.55M | 0.01% | −38−3.0% | Reduced |
| Utah Retirement Systems | 1,216 | $2.53M | 0.02% | −208−14.6% | Reduced |
| EJF Capital LLC | 1,215 | $2.53M | 1.69% | −586−32.5% | Reduced |
| EP Wealth Advisors, LLC | 1,207 | $2.51M | 0.01% | +33+2.8% | Added |
| Delta Global Management LP | 1,193 | $2.48M | 0.27% | +219+22.5% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,190 | $2.48M | 0.09% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,182 | $2.46M | 0.02% | −168−12.4% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,182 | $2.46M | 0.43% | −47−3.8% | Reduced |
| Allstate Corp | 1,174 | $2.44M | 0.02% | +560+91.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,159 | $2.41M | 0.02% | +754+186.2% | Added |
| Catalyst Funds Management Pty Ltd | 1,155 | $2.40M | 0.14% | +319+38.2% | Added |
| Atlantic Union Bankshares Corp | 1,150 | $2.39M | 0.04% | −10−0.9% | Reduced |
| Midwest Professional Planners, LTD. | 1,146 | $2.38M | 0.47% | +135+13.4% | Added |
| GWM Advisors LLC | 1,144 | $2.38M | 0.01% | −446−28.1% | Reduced |
| British Columbia Investment Management Corp | 1,139 | $2.37M | 0.01% | −44−3.7% | Reduced |
| Independent Advisor Alliance | 1,137 | $2.37M | 0.06% | +6+0.5% | Added |
| Axxcess Wealth Management, LLC | 1,137 | $2.36M | 0.04% | +1,137 | New |
| Cetera Investment Advisers | 1,105 | $2.30M | 0.00% | −195−15.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,089 | $2.27M | 0.01% | +107+10.9% | Added |
| Swiss Life Asset Management Ltd | 1,078 | $2.24M | 0.01% | +247+29.7% | Added |
| Xponance, Inc. | 1,061 | $2.21M | 0.01% | −124−10.5% | Reduced |
| Clearstead Advisors, LLC | 1,058 | $2.20M | 0.02% | +242+29.7% | Added |
| Regions Financial Corp | 1,050 | $2.18M | 0.01% | −27−2.5% | Reduced |
| Nordea Investment Management AB | 1,044 | $2.18M | 0.00% | −487−31.8% | Reduced |
| Toronto Dominion Bank | 1,043 | $2.17M | 0.00% | −66−6.0% | Reduced |
| Nissay Asset Management Corp | 1,039 | $2.16M | 0.01% | −81−7.2% | Reduced |
| Whittier Trust Co | 1,021 | $2.16M | 0.02% | −188−15.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,022 | $2.13M | 0.00% | +958+1,496.9% | Added |
| Mraz, Amerine & Associates, Inc. | 1,013 | $2.11M | 0.30% | −48−4.5% | Reduced |
| Laurion Capital Management LP | 1,009 | $2.10M | 0.15% | −65−6.1% | Reduced |
| De Lisle Partners LLP | 1,000 | $2.08M | 0.23% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,094 | $2.01M | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 961 | $2.00M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 956 | $1.99M | 0.00% | −100−9.5% | Reduced |
| Wedbush Securities Inc | 954 | $1.99M | 0.05% | −15−1.5% | Reduced |
| Trust Co of the South | 947 | $1.97M | 0.28% | 00.0% | Unchanged |
| Blair William & Co | 941 | $1.96M | 0.01% | −26−2.7% | Reduced |
| CI Private Wealth, LLC | 921 | $1.92M | 0.00% | −533−36.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 910 | $1.89M | 0.01% | −11−1.2% | Reduced |
| JustInvest LLC | 901 | $1.87M | 0.02% | +19+2.2% | Added |
| Merrion Investment Management Co, LLC | 876 | $1.82M | 0.86% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 859 | $1.79M | 0.00% | +58+7.2% | Added |
| Maltese Capital Management LLC | 850 | $1.77M | 0.32% | −18−2.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 830 | $1.73M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 811 | $1.69M | 0.03% | −97−10.7% | Reduced |
| Nisa Investment Advisors, LLC | 794 | $1.65M | 0.01% | −232−22.6% | Reduced |
| Western Wealth Management, LLC | 793 | $1.65M | 0.05% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 791 | $1.65M | 0.52% | −5−0.6% | Reduced |
| Whitener Capital Management, Inc. | 784 | $1.63M | 0.35% | +76+10.7% | Added |
| TD Private Client Wealth LLC | 776 | $1.61M | 0.03% | +9+1.2% | Added |
| Empowered Funds, LLC | 770 | $1.60M | 0.01% | −32−4.0% | Reduced |
| Retirement Planning Group | 758 | $1.58M | 0.04% | +307+68.1% | Added |
| 44 Wealth Management LLC | 754 | $1.57M | 0.52% | −33−4.2% | Reduced |
| Smith, Salley & Associates | 752 | $1.56M | 0.07% | −5−0.7% | Reduced |
| Angel Oak Capital Advisors, LLC | 750 | $1.56M | 1.97% | 00.0% | Unchanged |
| Old Peak Finance LLC | 726 | $1.51M | 0.73% | +5+0.7% | Added |
| Muirfield Wealth Advisors LLC | 709 | $1.48M | 0.96% | −2−0.3% | Reduced |
| Sanctuary Advisors, LLC | 698 | $1.45M | 0.01% | −28−3.9% | Reduced |
| Benjamin Edwards Inc | 697 | $1.45M | 0.01% | +12+1.8% | Added |
| Noesis Capital Mangement Corp | 685 | $1.43M | 0.17% | −55−7.4% | Reduced |
| National Pension Service | 683 | $1.42M | 0.00% | +151+28.4% | Added |
| Neuberger Berman Group LLC | 672 | $1.40M | 0.00% | +10+1.5% | Added |
| M&T Bank Corp | 671 | $1.40M | 0.00% | −6−0.9% | Reduced |
| Quantitative Investment Management, LLC | 666 | $1.39M | 0.15% | +666 | New |
| Gulf International Bank (UK) Ltd | 653 | $1.36M | 0.03% | −13−2.0% | Reduced |
| US Bancorp | 645 | $1.34M | 0.00% | +50+8.4% | Added |
| Disciplined Investors, L.L.C. | 642 | $1.34M | 0.67% | +642 | New |
| Triangle Securities Wealth Management | 628 | $1.31M | 0.26% | +19+3.1% | Added |
| Mercer Global Advisors Inc | 623 | $1.30M | 0.00% | −58−8.5% | Reduced |
| HB Wealth Management, LLC | 623 | $1.30M | 0.01% | −32−4.9% | Reduced |
| MBL Wealth, LLC | 622 | $1.29M | 0.09% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 615 | $1.28M | 0.21% | 00.0% | Unchanged |
| Jupiter Topco LLC | 615 | $1.28M | 0.00% | +615 | New |
| Park Avenue Securities LLC | 613 | $1.28M | 0.01% | −18−2.9% | Reduced |
| Voya Investment Management LLC | 613 | $1.28M | 0.00% | −26−4.1% | Reduced |
| Broyhill Asset Management | 613 | $1.28M | 1.13% | +613 | New |
| Holderness Investments Co | 611 | $1.27M | 0.21% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 604 | $1.26M | 0.08% | +472+357.6% | Added |
| CIBC Bancorp USA Inc. | 589 | $1.23M | 0.00% | −73−11.0% | Reduced |
| Assenagon Asset Management S.A. | 569 | $1.18M | 0.00% | −4,687−89.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 561 | $1.17M | 0.01% | −16−2.8% | Reduced |
| Kentucky Retirement Systems | 553 | $1.15M | 0.03% | +553 | New |
| Affinity Wealth Management LLC | 548 | $1.14M | 0.15% | +14+2.6% | Added |
| Oak Thistle LLC | 543 | $1.13M | 0.11% | +543 | New |
| E. Ohman J:or Asset Management AB | 540 | $1.12M | 0.03% | −12,398−95.8% | Reduced |
| Saudi Central Bank | 531 | $1.10M | 0.01% | +215+68.0% | Added |
| Mill Capital Management, LLC | 525 | $1.09M | 0.07% | 00.0% | Unchanged |
| Headlands Technologies LLC | 524 | $1.09M | 0.12% | −81−13.4% | Reduced |
| Avantra Family Wealth, Inc. | 520 | $1.08M | 0.69% | −28−5.1% | Reduced |
| Callan Family Office, LLC | 520 | $1.08M | 0.02% | +30+6.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 520 | $1.08M | 0.17% | +520 | New |
| Ci Investments Inc. | 515 | $1.07M | 0.00% | +1+0.2% | Added |
| Avanza Fonder AB | 515 | $1.07M | 0.02% | +352+216.0% | Added |