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)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND | 831 | 1.6M $ | 1.31 % | as of Mar 31, 2026 ↗ |
| AST Large-Cap Value Portfolio Advanced Series Trust | 795 | 1.5M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| AMG River Road Large Cap Value Select Fund AMG Funds I | 787 | 1.6M $ | 3.65 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 781 | 1.5M $ | 0.20 % | as of Feb 28, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 778 | 1.5M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Lärarfond Balanserad Lannebo Kapitalförvaltning AB | 776 | 13.9M SEK | 0.35 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 773 | 1.5M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 759 | 1.5M $ | 0.34 % | as of Apr 30, 2026 ↗ |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 758 | 1.4M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 753 | 1.5M $ | 0.34 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 732 | 1.4M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 728 | 1.4M $ | 0.37 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 711 | 1.3M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 701 | 1.3M $ | 0.13 % | as of Mar 31, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 686 | 1.4M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Huber Small Cap Value Fund Advisors Series Trust | 683 | 1.4M $ | 1.45 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 679 | 1.3M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 678 | 1.3M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 676 | 1.3M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 664 | 1.3M $ | 0.38 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 648 | 1.3M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 631 | 1.2M $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 626 | 1.2M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 626 | 1.2M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 599 | 1.1M $ | 0.17 % | as of Mar 31, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 591 | 1.1M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI | 588 | 1.1M $ | 2.70 % | as of Mar 31, 2026 ↗ |
| American Beacon Diversified Fund American Beacon Institutional Funds Trust | 587 | 1.2M $ | 0.20 % | as of Apr 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 575 | 1.1M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 569 | 1.1M $ | 0.21 % | as of Mar 31, 2026 ↗ |
| Allspring Real Return Portfolio ALLSPRING MASTER TRUST | 534 | 1.1M $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Hotchkis and Wiley Large Cap Disciplined Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 525 | 989.4K $ | 1.26 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | 524 | 987.6K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| JNL/BlackRock Global Allocation Fund JNL Series Trust | 517 | 974.4K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 513 | 9.2M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 500 | 942.3K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 500 | 942.3K $ | 1.90 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 472 | 895.9K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| VictoryShares Dividend Accelerator ETF Victory Portfolios II | 472 | 889.6K $ | 0.40 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 462 | 876.9K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 461 | 868.8K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Guardian Mid Cap Relative Value VIP Fund Guardian Variable Products Trust | 447 | 842.4K $ | 0.96 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 438 | 825.5K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 437 | 823.6K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 435 | 863K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 432 | 857K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 428 | 812.4K $ | 0.36 % | as of Feb 28, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 408 | 809.4K $ | 0.20 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 408 | 768.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 404 | 761.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 400 | 759.3K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 386 | 727.5K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 379 | 714.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Clearwater Core Equity Fund Clearwater Investment Trust | 361 | 680.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 359 | 676.6K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 358 | 710.2K $ | 0.58 % | as of Apr 30, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 353 | 670K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 350 | 694.3K $ | 0.86 % | as of Apr 30, 2026 ↗ |
| Huber Mid Cap Value Fund Advisors Series Trust | 350 | 694.3K $ | 5.57 % | as of Apr 30, 2026 ↗ |
| Large Company Value Portfolio Wilshire Mutual Funds Inc | 344 | 648.3K $ | 0.38 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 342 | 644.6K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| BlackRock Dynamic High Income Portfolio BlackRock Funds II | 336 | 666.6K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Growth ETF iShares Trust | 331 | 656.6K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 325 | 644.7K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 325 | 616.9K $ | 0.20 % | as of Feb 28, 2026 ↗ |
| JNL/AQR Large Cap Defensive Style Fund JNL Series Trust | 320 | 603.1K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 308 | 611K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI | 308 | 580.5K $ | 0.84 % | as of Mar 31, 2026 ↗ |
| TSW Large Cap Value Fund Perpetual Americas Funds Trust | 300 | 565.4K $ | 1.57 % | as of Mar 31, 2026 ↗ |
| Penn Series SMID Cap Value Fund Penn Series Funds Inc | 299 | 563.5K $ | 1.30 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 289 | 544.7K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 287 | 569.4K $ | 0.55 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 286 | 567.4K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 286 | 542.9K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 277 | 525.8K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 276 | 520.2K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 273 | 518.2K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 256 | 482.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 253 | 501.9K $ | 0.36 % | as of Apr 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 251 | 473K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 250 | 471.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I | 250 | 471.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 249 | 469.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 248 | 470.7K $ | 0.22 % | as of Feb 28, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 247 | 465.5K $ | 0.47 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 245 | 465K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 245 | 461.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 241 | 454.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 231 | 435.4K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 229 | 434.7K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 228 | 429.7K $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 227 | 427.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 226 | 429K $ | 0.10 % | as of Feb 28, 2026 ↗ |
| AdvisorShares Insider Advantage ETF AdvisorShares Trust | 223 | 420.3K $ | 0.87 % | as of Mar 31, 2026 ↗ |
| JPMorgan Global Allocation Fund JPMorgan Trust I | 213 | 422.6K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 201 | 378.8K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 201 | 378.8K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| American Beacon Balanced Fund AMERICAN BEACON FUNDS | 200 | 396.8K $ | 0.37 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 200 | 376.9K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 198 | 375.8K $ | 0.15 % | as of Feb 28, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 413 | -2 | 3,421,359 | +0.5 % |
| 2026Q1 | 415 | -2 | 3,405,855 | +3.0 % |
| 2025Q4 | 417 | -15 | 3,305,325 | -19.2 % |
| 2025Q3 | 432 | -22 | 4,088,906 | -3.1 % |
| 2025Q2 | 454 | +8 | 4,221,080 | -2.2 % |
| 2025Q1 | 446 | -23 | 4,313,867 | +0.9 % |
| 2024Q4 | 469 | -39 | 4,274,212 | +7.9 % |
| 2024Q3 | 508 | -8 | 3,962,764 | +3.6 % |
| 2024Q2 | 516 | +1 | 3,825,672 | +9.7 % |
| 2024Q1 | 515 | +42 | 3,487,287 | -1.6 % |
| 2023Q4 | 473 | 3,544,189 |
Institutional managers
593 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 1,004,250 | 1.9B $ | as of Mar 31, 2026 |
| HARRIS ASSOCIATES L P | 948,101 | 1.8B $ | as of Mar 31, 2026 |
| Dodge & Cox | 393,087 | 740.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 264,614 | 488.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 223,040 | 420.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 180,972 | 340.3M $ | as of Mar 31, 2026 |
| COATUE MANAGEMENT LLC | 139,498 | 262.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 137,440 | 259M $ | as of Mar 31, 2026 |
| FMR LLC | 134,667 | 253.8M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 132,830 | 250.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 125,947 | 237.3M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 122,032 | 230M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 91,876 | 174M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 87,124 | 164.2M $ | as of Mar 31, 2026 |
| REINHART PARTNERS, LLC. | 78,297 | 147.6M $ | as of Mar 31, 2026 |
| FIRST CITIZENS BANK & TRUST CO | 76,638 | 144.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 75,622 | 142.5M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 73,438 | 157.6M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 70,239 | 132.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 60,920 | 114.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 60,289 | 113.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 52,533 | 99M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 52,224 | 98.4M $ | as of Mar 31, 2026 |
| River Road Asset Management, LLC | 50,151 | 94.5M $ | as of Mar 31, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | 44,068 | 83.1M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Frank B. Holding, Jr. and 4 others | 8.59 % | 916,649 | as of Apr 6, 2026 · SCHEDULE 13D |
| BlackRock, Inc. | 5.10 % | 554,572 | as of Mar 31, 2026 · SCHEDULE 13G |
| BlackRock Portfolio Management LLC | 4.20 % | 449,706 | as 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.
Cite this page
Titelia. "Fund shareholders of First Citizens BancShares Inc/NC". https://titelia.com/en/stocks/first-citizens-bancshares-inc-nc-US31946M1036