Titelia

Fund shareholders of First Citizens BancShares Inc/NC

ISIN US31946M1036 · United States · LEI 549300N3Z00ZHE2XC526

Fund shareholders
423
Of which ETFs
119 304 other funds
Value held
≈ 6.7B $ 6.6B $ · 569.3M SEK · 639.5K €

This issuer has other securities: First Citizens Bancshares Inc/nc (US31946M2026)

FundSharesValueWeight in fund
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,5297.3M $0.02 %as of Jun 30, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 3,4787.2M $1.05 %as of Jun 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 3,4607.6M $0.79 %as of Jul 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 3,2287.1M $0.02 %as of Jul 31, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 3,2277.1M $0.04 %as of Jul 31, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 3,2006.7M $0.55 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 3,1636.9M $0.05 %as of Jul 31, 2026 ↗
JNL Multi-Manager Select Equity Fund JNL Series Trust 3,1276.5M $0.42 %as of Jun 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 3,1066.8M $1.39 %as of Jul 31, 2026 ↗
AMG River Road Mid Cap Value Fund AMG Funds IV 3,0716.7M $1.67 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 3,04254.6M SEK0.19 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 2,9646.5M $0.03 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 2,9316.4M $0.05 %as of Jul 31, 2026 ↗
BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. 2,9146.1M $1.81 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 2,8876M $1.54 %as of Jun 30, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 2,7976.1M $0.28 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,7285.7M $0.18 %as of Jun 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,7095.9M $0.38 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 2,7035.9M $0.05 %as of Jul 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 2,6615.8M $0.03 %as of Jul 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 2,5915.7M $0.02 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 2,5705.1M $0.05 %as of May 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 2,5455.3M $0.02 %as of Jun 30, 2026 ↗
The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc 2,4915.2M $3.63 %as of Jun 30, 2026 ↗
iShares Large Cap Value Active ETF BlackRock ETF Trust 2,4295.3M $1.54 %as of Jul 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,4225M $1.00 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2,3815.2M $0.04 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,3255.1M $0.02 %as of Jul 31, 2026 ↗
Lärarfond Offensiv Lannebo Kapitalförvaltning AB 2,30441.4M SEK0.44 %as of Mar 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 2,2904.8M $0.34 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 2,2714.5M $0.08 %as of May 31, 2026 ↗
Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST 2,2354.7M $2.07 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 2,2204.9M $0.05 %as of Jul 31, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,1934.6M $1.50 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 2,1484.5M $0.02 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 2,1374.7M $0.04 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 2,1354.4M $0.04 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 1,9824.3M $0.18 %as of Jul 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 1,9824.3M $0.69 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 1,9783.9M $0.03 %as of May 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 1,9574.3M $0.47 %as of Jul 31, 2026 ↗
BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. 1,9254M $1.30 %as of Jun 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 1,9174.2M $0.04 %as of Jul 31, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 1,8953.9M $0.10 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 1,8454M $0.03 %as of Jul 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 1,8444M $0.03 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,8284M $0.05 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,8164M $0.07 %as of Jul 31, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 1,8074M $0.27 %as of Jul 31, 2026 ↗
Huber Select Large Cap Value Fund Advisors Series Trust 1,8003.9M $0.78 %as of Jul 31, 2026 ↗
AB Large Cap Value Fund AB TRUST 1,7593.7M $0.69 %as of Jun 30, 2026 ↗
BlackRock Total Return Fund BlackRock Bond Fund, Inc. 1,7373.6M $0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 1,7363.5M $0.19 %as of May 31, 2026 ↗
Fidelity Founders Fund Fidelity Concord Street Trust 1,6273.6M $1.65 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 1,6153.5M $0.13 %as of Jul 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 1,5463.1M $0.18 %as of May 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 1,4973.1M $0.16 %as of Jun 30, 2026 ↗
Allspring Mid Cap Value Portfolio Brighthouse Funds Trust I 1,4803.1M $1.01 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 1,4693.2M $0.13 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,4342.9M $0.03 %as of May 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 1,4302.8M $0.02 %as of May 31, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 1,4013.1M $0.08 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Large Cap Fundamental Value Fund HOTCHKIS & WILEY FUNDS/DE/ 1,4002.9M $0.80 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,3902.9M $0.24 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 1,3712.9M $1.51 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,3622.7M $0.21 %as of May 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 1,3522.7M $0.03 %as of May 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 1,3212.7M $0.13 %as of Jun 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 1,3052.7M $0.20 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,2792.7M $0.07 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 1,2242.4M $0.39 %as of May 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 1,1602.5M $0.20 %as of Jul 31, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 1,1352.4M $0.70 %as of Jun 30, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 1,0992.4M $0.03 %as of Jul 31, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 1,0982.2M $0.48 %as of May 31, 2026 ↗
Value Advantage Portfolio PACIFIC SELECT FUND 1,0792.2M $0.55 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 1,0722.2M $0.15 %as of Jun 30, 2026 ↗
VictoryShares US Value Momentum ETF Victory Portfolios II 1,0682.2M $0.85 %as of Jun 30, 2026 ↗
NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust 1,0622.2M $0.31 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,0282.1M $0.03 %as of Jun 30, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 1,01118.2M SEK0.03 %as of Mar 31, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 1,0002.1M $0.22 %as of Jun 30, 2026 ↗
Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS 1,0002.1M $4.50 %as of Jun 30, 2026 ↗
PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST 9792.1M $0.27 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9512.1M $0.08 %as of Jul 31, 2026 ↗
Reinhart Mid Cap PMV Fund Managed Portfolio Series 9311.9M $2.10 %as of May 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 9032M $0.12 %as of Jul 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 90016.2M SEK0.05 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 8721.8M $0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 8411.8M $0.06 %as of Jul 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 8401.8M $0.16 %as of Jul 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 8391.7M $0.02 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 7981.6M $0.21 %as of May 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 7931.6M $0.25 %as of May 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 7821.6M $0.03 %as of May 31, 2026 ↗
Lärarfond Balanserad Lannebo Kapitalförvaltning AB 77613.9M SEK0.35 %as of Mar 31, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 7701.6M $1.21 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 7661.7M $0.36 %as of Jul 31, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 7581.6M $0.04 %as of Jun 30, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 7491.6M $0.03 %as of Jul 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST 6.40 %as of Jun 30, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 6.00 %as of Jul 31, 2026 ↗
Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS 4.50 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL UNCONSTRAINED EQUITY Capitol Series Trust 4.28 %as of Jun 30, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 4.19 %as of May 31, 2026 ↗
The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc 3.63 %as of Jun 30, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 3.21 %as of Jun 30, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 3.14 %as of Jun 30, 2026 ↗
Artisan Mid Cap Value Fund Artisan Partners Funds Inc. 2.93 %as of Jun 30, 2026 ↗
BlackRock Large Cap Focus Value Fund, Inc. BlackRock Large Cap Focus Value Fund, Inc. 2.83 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3403-103,166,365-7.5 %
2026Q2413-23,421,359+0.5 %
2026Q1415-23,405,855+3.0 %
2025Q4417-153,305,325-19.2 %
2025Q3432-224,088,906-3.1 %
2025Q2454+84,221,080-2.2 %
2025Q1446-234,313,867+0.9 %
2024Q4469-394,274,212+7.9 %
2024Q3508-83,962,764+3.6 %
2024Q2516+13,825,672+9.7 %
2024Q1515+423,487,287-1.6 %
2023Q44733,544,189

Institutional managers

593 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.1,004,2501.9B $as of Mar 31, 2026
HARRIS ASSOCIATES L P948,1011.8B $as of Mar 31, 2026
Dodge & Cox393,087740.8M $as of Mar 31, 2026
JPMORGAN CHASE & CO264,614488.7M $as of Mar 31, 2026
STATE STREET CORP223,040420.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC180,972340.3M $as of Mar 31, 2026
COATUE MANAGEMENT LLC139,498262.9M $as of Mar 31, 2026
MORGAN STANLEY137,440259M $as of Mar 31, 2026
FMR LLC134,667253.8M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC132,830250.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP125,947237.3M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC122,032230M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC91,876174M $as of Mar 31, 2026
BROWN ADVISORY INC87,124164.2M $as of Mar 31, 2026
REINHART PARTNERS, LLC.78,297147.6M $as of Mar 31, 2026
FIRST CITIZENS BANK & TRUST CO76,638144.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/75,622142.5M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.73,438157.6M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.70,239132.4M $as of Mar 31, 2026
NORTHERN TRUST CORP60,920114.8M $as of Mar 31, 2026
UBS Group AG60,289113.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC52,53399M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC52,22498.4M $as of Mar 31, 2026
River Road Asset Management, LLC50,15194.5M $as of Mar 31, 2026
CHECK CAPITAL MANAGEMENT INC/CA44,06883.1M $as of Mar 31, 2026

Declared shareholders of First Citizens BancShares Inc/NC

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Frank B. Holding, Jr. and 4 others8.93 %916,649as of Aug 7, 2026 · SCHEDULE 13D
BlackRock, Inc. 4.70 %494,453as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of First Citizens BancShares Inc/NC

195 funds declare 308 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Bond Fund4101.7M $as of May 31, 2026
Lord Abbett Short Duration Income Fund180.6M $as of May 31, 2026
Baird Aggregate Bond Fund246.6M $as of Jun 30, 2026
Nuveen Preferred Securities and Income Fund242.6M $as of May 31, 2026
Baird Core Plus Bond Fund241.2M $as of Jun 30, 2026
Lord Abbett Income Fund239.6M $as of May 31, 2026
First Trust Preferred Securities and Income ETF132.1M $as of Jul 31, 2026
Oakmark Equity and Income Fund230.6M $as of Jun 30, 2026
First Trust Smith Opportunistic Fixed Income ETF228.2M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND126.9M $as of May 31, 2026
BlackRock Strategic Income Opportunities Portfolio122.8M $as of Jun 30, 2026
ALPS | Smith Total Return Bond Fund221.1M $as of Jul 31, 2026
First Trust Smith Unconstrained Bond ETF220.2M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND119.8M $as of May 31, 2026
Strategic Income Opportunities Fund219.5M $as of May 31, 2026
ALPS | Smith Core Plus Bond ETF216.6M $as of May 31, 2026
Investment Grade Bond Fund314.7M $as of May 31, 2026
Performance Trust Total Return Bond Fund114.6M $as of May 31, 2026
Transamerica Short-Term Bond113.2M $as of Jul 31, 2026
Lord Abbett Core Plus Bond Fund212M $as of May 31, 2026
Balanced Fund411.2M $as of Jul 31, 2026
BlackRock Global Allocation Fund, Inc.110.9M $as of Jul 31, 2026
Lord Abbett Short Duration High Yield Fund19.7M $as of Jul 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF48.9M $as of Jun 30, 2026
John Hancock Core Bond ETF38.9M $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of First Citizens BancShares Inc/NC". https://titelia.com/en/stocks/first-citizens-bancshares-inc-nc-US31946M1036