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First Citizens BancShares (FCNCA) Institutional Ownership

First Citizens BancShares logo
$2,174.24 +23.01 (+1.07%)
As of 11:05 AM Eastern

Institutional Ownership Changes (13F Filings) for First Citizens BancShares (NASDAQ:FCNCA)

Current
Institutional Ownership
Percentage
78.01%
Number of
Institutional Buyers
(last 12 months)
357
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
257
Total
Institutional Outflows
(last 12 months)
$2.44B
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FCNCA Institutional Buying and Selling by Quarter

First Citizens BancShares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 Live Oak Private Wealth LLC3,454$7.19M0.9%-0.3%0.031%
8/21/2026 Midwest Professional Planners LTD.1,146$2.39M0.5%+13.4%0.010%
8/21/2026 Legacy Financial Advisors Inc.479$997K0.1%-1.6%0.004%
8/20/2026 Headlands Technologies LLC524$1.09M0.1%-13.4%0.005%
8/20/2026 Quantitative Investment Management LLC666$1.39M0.2%N/A0.006%
8/20/2026 Wedbush Securities Inc.954$1.99M0.1%-1.5%0.008%
8/20/2026 Greenleaf Trust407$847K0.0%-8.7%0.004%
8/19/2026 Wellington Management Group LLP23,855$49.64M0.0%-28.5%0.211%
8/14/2026 Jones Financial Companies Lllp20$42K0.0%N/A0.000%
8/7/2026 Paladin Partners LLC38$79K0.1%N/A0.000%
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7/10/2026 Whitener Capital Management Inc.784$1.63M0.3%+10.7%0.007%
7/10/2026 E. Ohman J or Asset Management AB540$1.12M0.0%-95.8%0.005%
7/9/2026 First Bank & Trust288$599K0.1%-11.1%0.002%
7/9/2026 Legacy Wealth Asset Management LLC224$466K0.1%+6.7%0.002%
7/8/2026 Gradient Investments LLC292$608K0.0%-9.6%0.003%
7/8/2026 Reinhart Partners LLC.84,206$175.25M4.0%+7.5%0.727%
7/8/2026 Cooper Financial Group131$273K0.0%+6.5%0.001%
7/8/2026 Assenagon Asset Management S.A.569$1.18M0.0%-89.2%0.005%
7/7/2026 Balefire LLC107$223K0.0%N/A0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB16$33K0.0%-23.8%0.000%
7/2/2026 Versant Capital Management Inc68$141K0.0%+78.9%0.001%
6/3/2026 NewEdge Advisors LLC1,590$3.00M0.0%+219.3%0.014%
5/19/2026 Bank of America Corp DE75,622$142.52M0.0%-1.2%0.652%
5/18/2026 Amundi11,197$21.10M0.0%-4.3%0.097%
5/18/2026 EverSource Wealth Advisors LLC66$124K0.0%-10.8%0.001%
5/18/2026California State Teachers Retirement System12,251$23.09M0.0%-7.0%0.106%
5/18/2026 Royal Bank of Canada4,742$8.94M0.0%-32.5%0.041%
5/18/2026 Empowered Funds LLC802$1.51M0.0%-60.2%0.007%
5/16/2026 The Manufacturers Life Insurance Company7,180$13.53M0.0%-1.2%0.062%
5/16/2026 Quantinno Capital Management LP6,301$11.88M0.0%+65.5%0.054%
5/16/2026 SummitTX Capital L.P.581$1.10M0.0%N/A0.005%
5/15/2026 Delta Global Management LP974$1.84M0.2%-14.9%0.008%
5/15/2026 OMERS ADMINISTRATION Corp457$861K0.0%+25.9%0.004%
5/15/2026 44 Wealth Management LLC787$1.48M0.5%-36.4%0.007%
5/15/2026 Lombard Odier Asset Management Switzerland SA161$303K0.0%N/A0.001%
5/15/2026 Waverly Advisors LLC2,949$5.56M0.0%+104.6%0.025%
5/15/2026 Cannell & Spears LLC11,071$20.81M0.4%-1.9%0.093%
5/14/2026 Renaissance Technologies LLC15,286$28.81M0.0%+137.9%0.128%
5/14/2026 Gabelli Funds LLC6,633$12.50M0.1%+18.6%0.056%
5/14/2026 Public Employees Retirement System of Ohio2,550$4.81M0.0%-6.3%0.021%
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5/14/2026 Arrowstreet Capital Limited Partnership11,962$22.54M0.0%-49.4%0.100%
5/14/2026 Caxton Associates LLP1,828$3.45M0.1%-1.5%0.015%
5/14/2026 Bank of Nova Scotia475$895K0.0%-1.9%0.004%
5/14/2026 Systematic Financial Management LP16,734$31.54M0.7%-4.8%0.140%
5/14/2026 Sei Investments Co.13,413$25.28M0.0%+36.3%0.112%
5/14/2026 Lido Advisors LLC206$390K0.0%+12.0%0.002%
5/13/2026 Cetera Investment Advisers1,300$2.45M0.0%-1.4%0.011%
5/13/2026 First Citizens Bank & Trust Co.76,638$144.44M2.5%-2.3%0.642%
5/13/2026 First Trust Advisors LP43,247$81.51M0.1%+44.7%0.362%
5/12/2026 ABN Amro Investment Solutions320$603K0.0%+3.9%0.003%
5/8/2026 PNC Financial Services Group Inc.1,056$1.99M0.0%-26.6%0.009%
5/8/2026 Oslo Pensjonsforsikring AS222$418K0.1%N/A0.002%
5/8/2026 Baader Bank Aktiengesellschaft214$403K0.0%N/A0.002%
5/8/2026 Titan Global Capital Management USA LLC2,138$4.03M0.6%+2.1%0.018%
5/7/2026 Dimensional Fund Advisors LP125,947$237.33M0.0%+1.5%1.055%
5/7/2026 KBC Group NV13,425$25.30M0.1%-2.2%0.112%
5/7/2026 SEB Asset Management AB1,878$3.54M0.0%N/A0.016%
5/6/2026 Freemont Management S.A.800$1.51M0.2%-11.1%0.007%
5/6/2026 California Public Employees Retirement System18,990$35.79M0.0%+5.0%0.159%
5/6/2026 Assetmark Inc.2,147$4.05M0.0%-25.5%0.018%
5/6/2026 Bessemer Group Inc.21$40K0.0%-19.2%0.000%
5/6/2026 Allspring Global Investments Holdings LLC91,876$174.05M0.3%+20.7%0.769%
5/6/2026 Independent Financial Group LLC280$528K0.0%N/A0.002%
5/5/2026 Midwest Professional Planners LTD.1,011$1.91M0.4%+4.3%0.008%
5/5/2026 Bank of New York Mellon Corp41,554$78.32M0.0%-21.6%0.348%
5/5/2026 SouthState Bank Corp1,415$2.67M0.1%-4.8%0.012%
5/5/2026 Sanctuary Advisors LLC726$1.37M0.0%-16.0%0.006%
5/4/2026 Check Capital Management Inc. CA44,068$83.05M2.4%+3.0%0.369%
5/4/2026 J. Safra Sarasin Holding AG426$802K0.0%-17.3%0.004%
5/4/2026 Tradewinds LLC.2,623$5.21M1.9%+6.1%0.022%
5/2/2026 Global Assets Advisory LLC24$45K0.0%N/A0.000%
5/2/2026 Carnegie Investment Counsel293$552K0.0%-6.7%0.002%
5/1/2026 Citizens Financial Group Inc. RI11,126$20.97M0.3%+24.6%0.093%
5/1/2026 Fifth Third Bancorp1,305$2.46M0.0%+6,425.0%0.011%
5/1/2026 Sequoia Financial Advisors LLC337$635K0.0%+12.7%0.003%
4/30/2026 Hsbc Holdings PLC8,502$16.04M0.0%-0.6%0.071%
4/30/2026 Peterson Wealth Services363$685K0.2%+6.8%0.003%
4/30/2026 Kestra Advisory Services LLC153$288K0.0%-34.6%0.001%
4/30/2026 Sumitomo Mitsui Trust Group Inc.18,839$35.51M0.0%-70.7%0.158%
4/30/2026 Resona Asset Management Co. Ltd.2,489$4.68M0.0%-1.0%0.021%
4/30/2026 Personal CFO Solutions LLC253$477K0.1%+14.5%0.002%
4/29/2026 Impact Investors Inc156$294K0.2%-64.2%0.001%
4/29/2026 Horst & Graben Wealth Management LLC124$244K0.0%N/A0.001%
4/29/2026 Meitav Investment House Ltd.225$424K0.0%-19.6%0.002%
4/29/2026 Burney Co.110$207K0.0%-91.5%0.001%
4/29/2026 Swedbank AB4,314$8.13M0.0%-2.2%0.036%
4/28/2026 Whittier Trust Co. of Nevada Inc.316$609K0.0%-89.2%0.003%
4/28/2026 Whittier Trust Co.1,209$2.33M0.0%-84.2%0.010%
4/28/2026 Stephens Inc. AR3,150$5.94M0.1%-1.1%0.026%
4/28/2026 Praxis Investment Management Inc.231$435K0.0%+49.0%0.002%
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4/27/2026 HB Wealth Management LLC655$1.24M0.0%-30.2%0.005%
4/27/2026 PFG Investments LLC112$211K0.0%N/A0.001%
4/27/2026 World Investment Advisors144$271K0.0%-16.8%0.001%
4/27/2026 Private Advisor Group LLC3,528$6.65M0.0%-2.7%0.030%
4/27/2026 Optas LLC158$298K0.0%+49.1%0.001%
4/27/2026 Bronte Capital Management Pty Ltd.16,492$31.08M3.3%-3.4%0.138%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund3,805$7.17M0.0%+43.3%0.032%
4/25/2026 SOL Capital Management CO698$1.24M0.5%N/A0.006%
4/25/2026 Strs Ohio210$396K0.0%-3.2%0.002%
4/24/2026 IFM Investors Pty Ltd1,669$3.15M0.0%N/A0.014%


FCNCA Institutional Ownership - Frequently Asked Questions

During the previous two years, 701 institutional investors and hedge funds held shares of First Citizens BancShares. The most heavily invested institutionals were Vanguard Group Inc. ($1.80B), JPMorgan Chase & Co. ($760.24M), FMR LLC ($755.68M), State Street Corp ($477.80M), Northwestern Mutual Wealth Management Co. ($441.76M), International Assets Investment Management LLC ($440.58M), and Geode Capital Management LLC ($388.53M).Learn more on First Citizens BancShares' institutional investors.

78.01% of First Citizens BancShares' stock is owned by institutional investors. Learn more on FCNCA's institutional investor holdings.

Of the 590 institutional investors that purchased First Citizens BancShares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($286.32K), Northwestern Mutual Wealth Management Co. ($205.70K), JPMorgan Chase & Co. ($164.82K), Proficio Capital Partners LLC ($139.46K), GAMMA Investing LLC ($122.41K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($82.97K), and Allspring Global Investments Holdings LLC ($82.02K).

Institutional investors have bought a total of 1,046,181 shares in the last 24 months. This purchase volume represents approximately $2.12B in transactions.

Of the 256 institutional investors that sold First Citizens BancShares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($518.47K), JPMorgan Chase & Co. ($81.05K), Vanguard Group Inc. ($80.19K), Coatue Management LLC ($71.51K), Sumitomo Mitsui Trust Group Inc. ($47.44K), Egerton Capital UK LLP ($41.63K), and Wellington Management Group LLP ($29.51K).

Institutional investors have sold a total of 1,278,821 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.



Institutional ownership data for NASDAQ:FCNCA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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