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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 514 | $1.07M | 0.00% | −93−15.3% | Reduced |
| Harbor Advisors LLC | 512 | $1.07M | 0.13% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 510 | $1.06M | 0.26% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 510 | $1.06M | 0.26% | +510 | New |
| Omers Administration Corp | 508 | $1.06M | 0.01% | +51+11.2% | Added |
| Summit Trail Advisors, LLC | 489 | $1.02M | 0.01% | +48+10.9% | Added |
| Pettinga Financial Advisors, LLC | 485 | $1.01M | 0.16% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 483 | $1.01M | 0.01% | −130−21.2% | Reduced |
| Legacy Financial Advisors, Inc. | 479 | $996.7K | 0.12% | −8−1.6% | Reduced |
| Savant Capital, LLC | 450 | $995.0K | 0.00% | +318+240.9% | Added |
| CAPROCK Group, Inc. | 469 | $977.3K | 0.02% | +22+4.9% | Added |
| Bank of Nova Scotia | 465 | $967.6K | 0.00% | −10−2.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 439 | $913.5K | 0.03% | +16+3.8% | Added |
| Quadrant Capital Group LLC | 436 | $907.2K | 0.02% | +10+2.3% | Added |
| JT Stratford LLC | 433 | $901.0K | 0.10% | +2+0.5% | Added |
| Woodline Partners LP | 433 | $901.0K | 0.00% | +97+28.9% | Added |
| Rockefeller Capital Management L.P. | 432 | $900.9K | 0.00% | −63−12.7% | Reduced |
| Atria Investments LLC | 424 | $881.7K | 0.01% | +57+15.5% | Added |
| Laird Norton Trust Company, LLC | 422 | $878.1K | 0.02% | +3+0.7% | Added |
| Maryland State Retirement & Pension System | 422 | $878.1K | 0.02% | −27−6.0% | Reduced |
| Tanager Wealth Management LLP | 416 | $865.6K | 0.08% | +2+0.5% | Added |
| Greenleaf Trust | 407 | $846.9K | 0.01% | −39−8.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 400 | $832.3K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 399 | $830.2K | 0.20% | +399 | New |
| Macquarie Group Ltd | 397 | $826.1K | 0.00% | −81−16.9% | Reduced |
| Raiffeisen Bank International AG | 396 | $823.5K | 0.01% | −4−1.0% | Reduced |
| Moneta Group Investment Advisors LLC | 395 | $821.9K | 0.01% | +37+10.3% | Added |
| denkapparat Operations GmbH | 386 | $803.2K | 0.26% | +142+58.2% | Added |
| Vident Advisory, LLC | 385 | $801.1K | 0.01% | −14,037−97.3% | Reduced |
| Dover Advisors, LLC | 367 | $787.6K | 0.32% | +1+0.3% | Added |
| McCollum Christoferson Group LLC | 375 | $780.3K | 0.23% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 373 | $776.1K | 0.33% | −37−9.0% | Reduced |
| Peterson Wealth Services | 370 | $770.8K | 0.17% | +7+1.9% | Added |
| Credit Agricole S A | 364 | $757.4K | 0.00% | +49+15.6% | Added |
| Amalgamated Bank | 362 | $753.0K | 0.01% | −88−19.6% | Reduced |
| Abn Amro Investment Solutions | 360 | $749.1K | 0.01% | +40+12.5% | Added |
| Fox Run Management, L.L.C. | 354 | $736.6K | 0.12% | +354 | New |
| WealthShield Partners, LLC | 352 | $732.4K | 0.11% | 00.0% | Unchanged |
| Denali Advisors LLC | 351 | $730.4K | 0.07% | +201+134.0% | Added |
| Storebrand Asset Management AS | 350 | $728.3K | 0.00% | −1−0.3% | Reduced |
| Nations Financial Group Inc, | 347 | $722.0K | 0.03% | +3+0.9% | Added |
| Old North State Trust, LLC | 343 | $714.0K | 0.37% | −7−2.0% | Reduced |
| ProShare Advisors LLC | 342 | $711.6K | 0.00% | +342 | New |
| Prudential Financial Inc | 339 | $705.4K | 0.00% | −62−15.5% | Reduced |
| RSM US Wealth Management LLC | 330 | $687.6K | 0.01% | −1−0.3% | Reduced |
| City Holding Co | 330 | $686.7K | 0.08% | 00.0% | Unchanged |
| Prudential PLC | 325 | $676.3K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 323 | $672.1K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 305 | $634.8K | 0.01% | +6+2.0% | Added |
| Sequoia Financial Advisors, LLC | 304 | $632.8K | 0.00% | −33−9.8% | 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 |
| Gradient Investments LLC | 292 | $607.6K | 0.01% | −31−9.6% | Reduced |
| Thrivent Financial for Lutherans | 290 | $603.0K | 0.00% | +290 | New |
| First Bank & Trust | 288 | $599.3K | 0.09% | −36−11.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 277 | $583.6K | 0.01% | −2,090−88.3% | Reduced |
| Independent Financial Group, LLC | 280 | $582.6K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 276 | $574.0K | 0.00% | −117−29.8% | Reduced |
| Coldstream Capital Management Inc | 275 | $572.2K | 0.01% | +54+24.4% | Added |
| CIBC World Markets Inc. | 267 | $555.6K | 0.00% | −128−32.4% | Reduced |
| Signaturefd, LLC | 266 | $553.5K | 0.01% | +26+10.8% | Added |
| Beacon Pointe Advisors, LLC | 261 | $543.1K | 0.00% | +12+4.8% | 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 |
| Concurrent Investment Advisors, LLC | 259 | $539.0K | 0.00% | +7+2.8% | Added |
| Personal Cfo Solutions, LLC | 252 | $523.8K | 0.08% | −1−0.4% | Reduced |
| Heritage Trust Co | 245 | $509.8K | 0.04% | −10−3.9% | Reduced |
| Mayport, LLC | 244 | $507.7K | 0.08% | −39−13.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 243 | $505.6K | 0.02% | +3+1.3% | Added |
| Sterling Capital Management LLC | 241 | $501.5K | 0.01% | −55−18.6% | Reduced |
| Quent Capital, LLC | 241 | $500.5K | 0.03% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 240 | $499.4K | 0.00% | +15+6.7% | Added |
| Whittier Trust Co of Nevada Inc | 238 | $498.0K | 0.01% | −78−24.7% | Reduced |
| Venturi Wealth Management, LLC | 232 | $482.7K | 0.02% | −1−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 230 | $478.6K | 0.03% | −20−8.0% | Reduced |
| Greenwich Wealth Management LLC | 230 | $478.0K | 0.02% | +26+12.7% | Added |
| Osmosis Investment Management UK Ltd | 229 | $476.5K | 0.02% | −154−40.2% | Reduced |
| Mackenzie Financial Corp | 228 | $474.4K | 0.00% | −437−65.7% | Reduced |
| Hedeker Wealth, LLC | 228 | $474.4K | 0.09% | −6−2.6% | Reduced |
| Ostrum Asset Management | 227 | $472.3K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 224 | $466.1K | 0.10% | +14+6.7% | Added |
| AdvisorShares Investments LLC | 223 | $464.0K | 0.06% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 222 | $461.9K | 0.03% | +222 | New |
| Los Angeles Capital Management LLC | 219 | $455.7K | 0.00% | +180+461.5% | Added |
| Colton Groome Financial Advisors, LLC | 217 | $451.5K | 0.11% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 216 | $449.5K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 212 | $441.3K | 0.01% | −1−0.5% | Reduced |
| Principal Securities, Inc. | 211 | $439.0K | 0.01% | −33−13.5% | Reduced |
| Standard Life Aberdeen plc | 211 | $439.0K | 0.00% | −1,309−86.1% | Reduced |
| 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 |
| Signature Estate & Investment Advisors LLC | 198 | $412.0K | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 198 | $411.8K | 0.00% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 197 | $409.9K | 0.04% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 197 | $409.9K | 0.05% | −25−11.3% | Reduced |
| Baader Bank INC | 193 | $401.6K | 0.03% | −21−9.8% | Reduced |
| Public Employees Retirement Association of Colorado | 191 | $397.0K | 0.00% | −725−79.1% | Reduced |
| Advisory Services Network, LLC | 190 | $396.2K | 0.00% | −1−0.5% | Reduced |