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 | |
|---|---|---|---|---|
| M Large Cap Value Fund M FUND INC | 195 | 367.5K $ | 0.19 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 186 | 350.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Value ETF iShares Trust | 185 | 367K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 185 | 348.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 185 | 348.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 182 | 345.5K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 176 | 331.7K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 175 | 329.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Gabelli SRI Fund, Inc. Gabelli SRI Fund, Inc. | 175 | 329.8K $ | 1.58 % | as of Mar 31, 2026 ↗ |
| JPMorgan Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust | 175 | 329.8K $ | 0.31 % | as of Mar 31, 2026 ↗ |
| Wilmington Global Alpha Equities Fund Wilmington Funds | 173 | 343.2K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 169 | 318.5K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 167 | 314.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST | 166 | 312.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 166 | 312.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VictoryShares WestEnd US Sector ETF Victory Portfolios II | 162 | 305.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 160 | 317.4K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 160 | 301.5K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 159 | 299.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 158 | 2.8M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 157 | 311.5K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Avanza Global Avanza Fonder AB | 153 | 2.7M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Inspire Global Hope ETF Northern Lights Fund Trust IV | 153 | 290.4K $ | 0.20 % | as of Feb 28, 2026 ↗ |
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 153 | 288.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 147 | 277K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 145 | 275.2K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Victory Growth & Income Fund Victory Portfolios III | 141 | 279.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| TCW Transform 500 ETF TCW ETF Trust | 138 | 273.8K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 137 | 260K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| JPMorgan Equity and Options Total Return ETF J.P. Morgan Exchange-Traded Fund Trust | 134 | 265.8K $ | 0.31 % | as of Apr 30, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 132 | 248.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 130 | 246.8K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 124 | 246K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 123 | 244K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 120 | 227.8K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 120 | 226.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 114 | 214.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 112 | 211.1K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST | 111 | 220.2K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 110 | 207.3K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 109 | 206.9K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 109 | 205.4K $ | 0.29 % | as of Mar 31, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 100 | 1.8M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Huber Large Cap Value Fund Advisors Series Trust | 100 | 198.4K $ | 1.03 % | as of Apr 30, 2026 ↗ |
| Point Bridge America First ETF ETF Series Solutions | 100 | 188.5K $ | 0.61 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 90 | 178.5K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| JNL/Mellon World Index Fund JNL Series Trust | 88 | 165.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 86 | 170.6K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 85 | 161.3K $ | 0.02 % | as of Feb 27, 2026 ↗ |
| Lärarfond Försiktig Lannebo Kapitalförvaltning AB | 83 | 1.5M SEK | 0.14 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 81 | 152.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| BlackRock Credit Relative Value Fund BlackRock Funds IV | 80 | 158.7K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 79 | 148.9K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 75 | 148.8K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| The Gabelli Asset Fund Gabelli Asset Fund | 70 | 131.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Sofi Select 500 ETF Tidal Trust I | 65 | 123.4K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 65 | 122.5K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 64 | 1.1M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| JNL/JPMorgan Global Allocation Fund JNL Series Trust | 64 | 120.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 63 | 125K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 61 | 115K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 56 | 105.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 55 | 103.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 54 | 101.8K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 54 | 101.8K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 53 | 99.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 51 | 96.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 47 | 93.2K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Banking Fund Rydex Series Funds | 44 | 82.9K $ | 1.18 % | as of Mar 31, 2026 ↗ |
| Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 42 | 79.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 41 | 81.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 39 | 74K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 39 | 73.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Banking Fund Rydex Variable Trust | 36 | 67.8K $ | 1.18 % | as of Mar 31, 2026 ↗ |
| Northern Trust US Equity ETF Northern Funds | 36 | 67.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST | 35 | 66K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 32 | 60.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust | 32 | 60.3K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 31 | 61.5K $ | 0.77 % | as of Apr 30, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 31 | 58.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. | 28 | 52.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 27 | 53.6K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| iShares Total Return Active ETF BlackRock ETF Trust II | 27 | 53.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 26 | 51.6K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| SPP Generation 70-tal Storebrand Asset Management AS | 25 | 448.8K SEK | 0.00 % | as of Mar 31, 2026 ↗ |
| Defiance Large Cap Ex-mag 7 ETF Tidal Trust II | 25 | 47.5K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| AB Mid Cap Value Portfolio AB CAP FUND, INC. | 24 | 45.6K $ | 1.75 % | as of Feb 28, 2026 ↗ |
| JPMorgan Fundamental Data Science Large Core ETF J.P. Morgan Exchange-Traded Fund Trust | 24 | 45.2K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 23 | 43.7K $ | 0.16 % | as of Feb 28, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 23 | 43.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 21 | 41.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 21 | 39.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 21 | 39.6K $ | 0.99 % | as of Mar 31, 2026 ↗ |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 21 | 39.6K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 20 | 38K $ | 0.05 % | as of Feb 27, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 19 | 36.1K $ | 0.02 % | as of Feb 27, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 18 | 35.7K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 18 | 34.2K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 18 | 33.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Mid Core ETF J.P. Morgan Exchange-Traded Fund Trust | 18 | 33.9K $ | 0.48 % | as of Mar 31, 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