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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 187 | $389.0K | 0.00% | −2−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 186 | $387.0K | 0.02% | −8−4.1% | Reduced |
| Salem Investment Counselors Inc | 185 | $384.9K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 185 | $384.9K | 0.04% | −16−8.0% | Reduced |
| TritonPoint Partners, LLC | 185 | $384.9K | 0.03% | +185 | New |
| Capital Investment Advisory Services, LLC | 184 | $382.9K | 0.02% | −1−0.5% | Reduced |
| SeaCrest Wealth Management, LLC | 183 | $380.8K | 0.04% | −4−2.1% | Reduced |
| Resources Investment Advisors, LLC. | 181 | $376.7K | 0.00% | −491−73.1% | Reduced |
| STRS Ohio | 181 | $376.6K | 0.00% | −29−13.8% | Reduced |
| Vontobel Holding Ltd. | 180 | $374.5K | 0.00% | −110−37.9% | Reduced |
| Gotham Asset Management, LLC | 180 | $374.5K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 179 | $372.5K | 0.00% | −21−10.5% | Reduced |
| Stratos Wealth Partners, LTD. | 177 | $369.8K | 0.00% | +42+31.1% | Added |
| Vestcor Inc | 171 | $356.0K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 171 | $355.8K | 0.00% | −13−7.1% | Reduced |
| AlphaCore Capital LLC | 168 | $349.6K | 0.01% | +168 | New |
| Delta Investment Management, LLC | 167 | $347.3K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 167 | $347.3K | 0.00% | −169−50.3% | Reduced |
| Optas, LLC | 166 | $345.4K | 0.05% | +8+5.1% | Added |
| GTS Securities LLC | 165 | $343.3K | 0.01% | +165 | New |
| OpenArc Corporate Advisory, LLC | 164 | $341.3K | 0.00% | +3+1.9% | Added |
| IFP Advisors, Inc | 162 | $337.1K | 0.01% | +2+1.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 161 | $335.0K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 158 | $328.8K | 0.02% | −12−7.1% | Reduced |
| MidFirst Bank | 158 | $328.8K | 0.02% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 158 | $327.8K | 0.04% | +1+0.6% | Added |
| Tranquility Partners, LLC | 157 | $326.7K | 0.11% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 154 | $320.4K | 0.02% | +1+0.7% | Added |
| PCM Encore, LLC | 151 | $314.4K | 0.06% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 150 | $313.1K | 0.08% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 150 | $312.1K | 0.21% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 149 | $310.0K | 0.00% | +149 | 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 |
| TCW Group Inc | 146 | $303.8K | 0.00% | −5−3.3% | Reduced |
| 111 Capital | 146 | $303.8K | 0.05% | +146 | New |
| Bessemer Group Inc | 145 | $302.0K | 0.00% | +124+590.5% | Added |
| Aigen Investment Management, LP | 145 | $301.7K | 0.08% | +145 | New |
| StoneX Group Inc. | 144 | $300.0K | 0.01% | +144 | New |
| Woodard & Co Asset Management Group Inc | 144 | $299.6K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 143 | $298.0K | 0.04% | −6−4.0% | Reduced |
| Crossmark Global Holdings, Inc. | 143 | $297.6K | 0.00% | +143 | New |
| Evergreen Capital Management LLC | 142 | $295.5K | 0.01% | −271−65.6% | Reduced |
| Guggenheim Capital LLC | 140 | $291.3K | 0.00% | +140 | New |
| Fidelis Capital Partners, LLC | 134 | $278.2K | 0.02% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 133 | $276.9K | 0.01% | +21+18.8% | Added |
| Kestra Advisory Services, LLC | 132 | $275.1K | 0.00% | −21−13.7% | Reduced |
| Quantum Financial Advisors, LLC | 132 | $274.7K | 0.03% | +3+2.3% | Added |
| 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 |
| Storgate, LLC | 130 | $270.5K | 0.06% | +130 | New |
| Pensionmark Financial Group, LLC | 141 | $268.9K | 0.00% | −3−2.1% | Reduced |
| Yoffe Investment Management, LLC | 128 | $266.3K | 0.30% | 00.0% | Unchanged |
| Davenport & Co LLC | 127 | $263.8K | 0.00% | −216−63.0% | Reduced |
| Horst & Graben Wealth Management LLC | 124 | $262.3K | 0.03% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 126 | $262.2K | 0.01% | +5+4.1% | Added |
| 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 |
| J. Safra Sarasin Holding AG | 138 | $260.1K | 0.00% | −288−67.6% | Reduced |
| Miracle Mile Advisors, LLC | 123 | $256.1K | 0.00% | +123 | New |
| Everence Capital Management Inc | 123 | $256.0K | 0.01% | −108−46.8% | Reduced |
| Moody National Bank Trust Division | 123 | $255.9K | 0.02% | 00.0% | Unchanged |
| Invesco, LLC | 122 | $253.9K | 0.08% | 00.0% | Unchanged |
| PFG Investments, LLC | 121 | $252.2K | 0.01% | +9+8.0% | Added |
| Mason & Associates Inc | 121 | $251.8K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 120 | $249.7K | 0.01% | −3−2.4% | Reduced |
| Nilsine Partners, LLC | 116 | $241.4K | 0.02% | −1−0.9% | Reduced |
| M. Kulyk & Associates, LLC | 114 | $237.2K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 113 | $235.1K | 0.02% | +113 | New |
| QRG Capital Management, Inc. | 113 | $235.1K | 0.00% | +113 | New |
| Van Eck Associates Corp | 112 | $233.0K | 0.00% | +42+60.0% | Added |
| First American Trust, FSB | 111 | $231.2K | 0.01% | +3+2.8% | Added |
| MONECO Advisors, LLC | 111 | $231.0K | 0.01% | −3−2.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 110 | $228.9K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 110 | $228.9K | 0.01% | −18−14.1% | Reduced |
| Winton Group Ltd | 110 | $228.9K | 0.01% | +110 | New |
| Northwestern Mutual Wealth Management Co | 109 | $226.8K | 0.00% | −89−44.9% | Reduced |
| Bank & Trust Co | 108 | $224.7K | 0.14% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 107 | $222.6K | 0.04% | +107 | New |
| Cresset Asset Management, LLC | 106 | $220.6K | 0.00% | −13−10.9% | Reduced |
| Ballentine Partners, LLC | 105 | $217.5K | 0.00% | +105 | New |
| Symphony Financial Services, Inc. | 104 | $216.4K | 0.10% | +104 | New |
| National Asset Management, Inc. | 103 | $215.2K | 0.01% | +103 | New |
| Cary Street Partners Financial LLC | 103 | $214.3K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 102 | $212.2K | 0.00% | −138−57.5% | Reduced |
| Arkadios Wealth Advisors | 100 | $208.1K | 0.00% | +100 | New |
| 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 |
| Parallel Advisors, LLC | 99 | $206.6K | 0.00% | +5+5.3% | Added |
| Black Diamond Financial, LLC | 99 | $206.0K | 0.02% | +99 | New |
| Diametric Capital, LP | 98 | $203.9K | 0.02% | +98 | New |
| Alteri Wealth LLC | 98 | $203.9K | 0.06% | +98 | New |
| Pennington Partners & Co., LLC | 96 | $200.6K | 0.06% | +96 | New |
| HBK Sorce Advisory LLC | 90 | $200.4K | 0.00% | +90 | New |