Titelia

Fund shareholders of First Citizens BancShares Inc/NC

ISIN US31946M1036 · United States · LEI 549300N3Z00ZHE2XC526

Fund shareholders
433
Of which ETFs
125 308 other funds
Value held
6.5B $ 569.3M SEK · 639.5K €

This issuer has other securities : FIRST CITIZENS BANCSHARES INC/NC (US31946M2026)

FundSharesValueWeight in fund
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 4,5359M $0.09 %as of Apr 30, 2026 ↗
AQR Large Cap Defensive Style Fund AQR Funds 4,5098.5M $0.63 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 4,4548.4M $1.59 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 4,4248.4M $0.08 %as of Feb 28, 2026 ↗
BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. 4,2978.1M $2.67 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,0597.7M $0.07 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,9387.4M $0.02 %as of Mar 31, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 3,8787.3M $1.20 %as of Mar 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 3,7417.1M $0.67 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 3,7377.4M $0.02 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 3,5647.1M $0.05 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,5186.7M $0.15 %as of Feb 28, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 3,4606.9M $0.79 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 3,4386.8M $0.05 %as of Apr 30, 2026 ↗
JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust 3,4346.5M $0.46 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 3,2656.2M $0.03 %as of Feb 28, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 3,2276.4M $0.04 %as of Apr 30, 2026 ↗
Dimensional US Large Cap Value ETF Dimensional ETF Trust 3,1836.3M $0.11 %as of Apr 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 3,1436.2M $1.27 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,1285.9M $0.22 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 3,1046.2M $0.03 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 3,04254.6M SEK0.19 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 3,0126M $0.05 %as of Apr 30, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 2,8945.7M $0.29 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 2,8875.4M $1.37 %as of Mar 31, 2026 ↗
iShares Large Cap Value Active ETF BlackRock ETF Trust 2,8355.6M $1.77 %as of Apr 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,7465.2M $1.09 %as of Mar 31, 2026 ↗
Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST 2,7355.2M $2.29 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 2,7265.1M $0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 2,6995.4M $0.03 %as of Apr 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,6085.2M $0.35 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 2,6014.9M $0.05 %as of Feb 28, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 2,5955.1M $0.02 %as of Apr 30, 2026 ↗
The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc 2,5814.9M $3.96 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,4434.8M $0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 2,4414.6M $0.03 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2,4294.8M $0.04 %as of Apr 30, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,4024.5M $1.56 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust 2,3854.5M $1.48 %as of Mar 31, 2026 ↗
BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. 2,3844.5M $1.57 %as of Mar 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 2,3424.4M $0.33 %as of Mar 31, 2026 ↗
Lärarfond Offensiv Lannebo Kapitalförvaltning AB 2,30441.4M SEK0.44 %as of Mar 31, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 2,2714.3M $0.08 %as of Feb 28, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 2,2294.4M $0.20 %as of Apr 30, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 2,1924.3M $0.34 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 2,0974.2M $0.04 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 2,0203.8M $0.03 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 1,9983.8M $0.03 %as of Feb 28, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 1,9573.9M $0.68 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 1,8453.7M $0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,8283.6M $0.04 %as of Apr 30, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 1,8263.6M $0.43 %as of Apr 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 1,8193.6M $0.02 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,8163.6M $0.07 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 1,8063.6M $0.03 %as of Apr 30, 2026 ↗
Huber Select Large Cap Value Fund Advisors Series Trust 1,8003.6M $0.72 %as of Apr 30, 2026 ↗
AB Large Cap Value Fund AB TRUST 1,7593.3M $0.69 %as of Feb 28, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 1,7563.5M $0.10 %as of Apr 30, 2026 ↗
BlackRock Total Return Fund BlackRock Bond Fund, Inc. 1,7373.3M $0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 1,6773.3M $0.13 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 1,5533.1M $0.13 %as of Apr 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 1,5222.9M $0.18 %as of Feb 28, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 1,5222.9M $0.03 %as of Feb 28, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 1,5152.9M $0.17 %as of Feb 28, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 1,5112.8M $1.56 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,5082.9M $0.03 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 1,4892.8M $0.17 %as of Mar 31, 2026 ↗
Allspring Mid Cap Value Portfolio Brighthouse Funds Trust I 1,4802.8M $0.96 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 1,4772.8M $0.21 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,3902.6M $0.26 %as of Mar 31, 2026 ↗
Fidelity Founders Fund Fidelity Concord Street Trust 1,3872.8M $1.30 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,3832.6M $0.08 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,3822.6M $0.21 %as of Feb 28, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 1,3692.6M $0.03 %as of Feb 28, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 1,3452.5M $0.71 %as of Mar 31, 2026 ↗
Value Advantage Portfolio PACIFIC SELECT FUND 1,3252.5M $0.55 %as of Mar 31, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 1,3072.6M $0.19 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 1,2722.4M $0.03 %as of Mar 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 1,1912.4M $0.19 %as of Apr 30, 2026 ↗
NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust 1,1552.2M $0.32 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 1,1552.2M $0.12 %as of Mar 31, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 1,1532.2M $0.54 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 1,0992.1M $0.14 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 1,0972.1M $0.41 %as of Feb 28, 2026 ↗
MML Equity Fund MML Series Investment Fund II 1,0602M $0.22 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 1,0502.1M $0.03 %as of Apr 30, 2026 ↗
PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST 1,0292M $0.26 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,0281.9M $0.03 %as of Mar 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 1,01118.2M SEK0.03 %as of Mar 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 1,0022M $0.53 %as of Apr 30, 2026 ↗
Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS 1,0001.9M $4.37 %as of Mar 31, 2026 ↗
Reinhart Mid Cap PMV Fund Managed Portfolio Series 9811.9M $1.99 %as of Feb 28, 2026 ↗
VictoryShares US Value Momentum ETF Victory Portfolios II 9631.8M $0.78 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9511.9M $0.08 %as of Apr 30, 2026 ↗
LS OPPORTUNITY FUND Valued Advisers Trust 9251.8M $1.85 %as of Feb 28, 2026 ↗
The Beehive ETF Tidal Trust III 9211.7M $0.99 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 9011.8M $0.12 %as of Apr 30, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 90016.2M SEK0.05 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 8421.6M $0.36 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 8411.7M $0.06 %as of Apr 30, 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 6.37 %as of Mar 31, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 5.57 %as of Apr 30, 2026 ↗
FULLERTHALER BEHAVIORAL UNCONSTRAINED EQUITY Capitol Series Trust 4.38 %as of Mar 31, 2026 ↗
Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS 4.37 %as of Mar 31, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 4.02 %as of Feb 28, 2026 ↗
The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc 3.96 %as of Mar 31, 2026 ↗
AMG River Road Large Cap Value Select Fund AMG Funds I 3.65 %as of Apr 30, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 3.42 %as of Mar 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 3.32 %as of Mar 31, 2026 ↗
BlackRock Large Cap Focus Value Fund, Inc. BlackRock Large Cap Focus Value Fund, Inc. 2.92 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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 3 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 others8.59 %916,649as of Apr 6, 2026 · SCHEDULE 13D
BlackRock, Inc. 5.10 %554,572as of Mar 31, 2026 · SCHEDULE 13G
BlackRock Portfolio Management LLC 4.20 %449,706as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of First Citizens BancShares Inc/NC

186 funds declare 286 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 Fund4104.3M $as of Feb 28, 2026
Lord Abbett Short Duration Income Fund182.4M $as of Feb 28, 2026
LORD ABBETT BOND DEBENTURE FUND INC267M $as of Mar 31, 2026
Baird Aggregate Bond Fund246.3M $as of Mar 31, 2026
Nuveen Preferred Securities and Income Fund243.6M $as of Feb 28, 2026
Baird Core Plus Bond Fund240.9M $as of Mar 31, 2026
Lord Abbett Income Fund240.8M $as of Feb 28, 2026
First Trust Preferred Securities and Income ETF132.2M $as of Apr 30, 2026
Oakmark Equity and Income Fund230.5M $as of Mar 31, 2026
First Trust Smith Opportunistic Fixed Income ETF229.1M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND125.8M $as of Feb 28, 2026
BlackRock Strategic Income Opportunities Portfolio122.6M $as of Mar 31, 2026
ALPS | Smith Total Return Bond Fund221.4M $as of Apr 30, 2026
First Trust Smith Unconstrained Bond ETF220.8M $as of Feb 28, 2026
Strategic Income Opportunities Fund220M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND117.4M $as of Feb 28, 2026
ALPS | Smith Core Plus Bond ETF215.4M $as of Feb 28, 2026
Performance Trust Total Return Bond Fund115.1M $as of Feb 28, 2026
Investment Grade Bond Fund314.2M $as of Feb 28, 2026
Transamerica Short-Term Bond113.3M $as of Apr 30, 2026
First Trust Institutional Preferred Securities and Income ETF112.9M $as of Apr 30, 2026
Lord Abbett Core Plus Bond Fund212.3M $as of Feb 28, 2026
BlackRock Global Allocation Fund, Inc.111.1M $as of Apr 30, 2026
Balanced Fund49.8M $as of Apr 30, 2026
Lord Abbett Short Duration High Yield Fund19.7M $as of Apr 30, 2026
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Titelia. "Fund shareholders of First Citizens BancShares Inc/NC". https://titelia.com/en/stocks/first-citizens-bancshares-inc-nc-US31946M1036