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 | |
|---|---|---|---|---|
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 17 | 33.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 16 | 30.4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 16 | 30.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Parametric Equity Plus ETF Morgan Stanley ETF Trust | 15 | 28.3K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 15 | 28.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 14 | 27.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 14 | 26.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 13 | 24.5K $ | 0.29 % | as of Mar 31, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 13 | 24.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 13 | 24.5K $ | 1.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 12 | 23.8K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 12 | 22.6K $ | 0.31 % | as of Mar 31, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 10 | 179.5K SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 10 | 179.5K SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 9 | 17K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 7 | 13.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 7 | 13.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust | 7 | 13.9K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7 | 13.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 80-tal Storebrand Asset Management AS | 6 | 107.7K SEK | 0.00 % | as of Mar 31, 2026 ↗ |
| Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 6 | 11.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 6 | 11.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 5 | 9.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 4 | 7.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 4 | 7.5K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 3 | 5.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 3 | 5.7K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 2 | 35.9K SEK | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 2 | 4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Storebrand USA Plus Storebrand Asset Management AS | 1 | 18K SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 1 | 2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 1 | 1.9K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| SOIXA, SICAV, S.A. MAGALLANES VALUE INVESTORS, S.A., SGIIC | 639.5K € | 0.11 % | as of Dec 31, 2025 ↗ |
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