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First Citizens Bancshares Inc. 13F holders

628 funds reported a position in First Citizens Bancshares Inc. in their 13F for the quarter ended 30 June 2026, together 6.7 million shares worth $13.97 billion. Against the quarter before, 68 opened a position, 172 added, 227 trimmed and 55 sold out; together they sold a net 411,021 shares. The largest holders: Harris Associates L P, BlackRock, Inc. and Dodge & Cox.

Funds holding628+24 on Q1 2026
Shares they held6.7Mworth $13.97 billion
Net sold on the quarter411,021 sharesabout $854.8 million at the funds' values
Funds buying to selling240 to 282opened or added, to cut or sold
Opened 68Added 172Held 157Trimmed 227Sold out 55
Opened: 68 fundsAdded: 172 fundsHeld: 157 fundsTrimmed: 227 fundsSold out: 55 funds

What each fund did in FCNCA against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 589 funds, 9.0 million shares589Q3 2024Q4 2024: 617 funds, 8.4 million shares617Q4 2024Q1 2025: 612 funds, 8.3 million shares612Q1 2025Q2 2025: 604 funds, 8.1 million shares604Q2 2025Q3 2025: 624 funds, 7.7 million shares624Q3 2025Q4 2025: 654 funds, 7.3 million shares654Q4 2025Q1 2026: 604 funds, 7.0 million shares604Q1 2026Q2 2026: 628 funds, 6.7 million shares628Q2 2026

Funds reporting a position in FCNCA in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 148 reported a position in First Citizens Bancshares Inc.: 7 opened one, 37 added, 36 trimmed and 7 sold out, a net 11,420 shares sold.

FundChange in sharesShares nowStatusFiling
Citizens Financial Group Inc.-11,115123trimmed13F
Fjarde Ap-Fonden /fourth Swedish National Pension Fund+3,3306,935added13F
Assenagon Asset Management S.A.+2,3403,478added13F
Reinhart Partners, LLC.-1,97182,235trimmed13F
KBC Group NV-1,0127,280trimmed13F
SteelPeak Wealth, LLC+859859new13F
Oppenheimer & Co. Inc.-662987trimmed13F
BI Asset Management Fondsmaeglerselskab A/S-644515trimmed13F
Sendero Wealth Management, LLC-6194,161trimmed13F
ASR Vermogensbeheer N.V.+6092,634added13F
NLB Skladi, upravljanje premozenja, d.o.o.-497693trimmed13F
Wealth Enhancement Advisory Services, LLC+4931,893added13F
Assetmark, Inc.-3741,854trimmed13F
E. Ohman J:or Asset Management AB-318222trimmed13F
First Horizon Corp.+300308added13F
Harbor Capital Advisors, Inc.+2502,207added13F
Avantra Family Wealth, Inc.-242278trimmed13F
Nisa Investment Advisors, LLC-167627trimmed13F
Abn Amro Investment Solutions+148508added13F
Whitener Capital Management, Inc.+126910added13F
Carnegie Investment Counsel-124169trimmed13F
Diversified Management Inc.+119119new13F
Wedmont Private Capital+104104new13F
Sumitomo Mitsui DS Asset Management Company, Ltd+1041,014added13F
Viewpoint Investment Partners Corp.+100200added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 12 reported a position in First Citizens Bancshares Inc. in a 13F for the quarter ended 30 June 2026. The largest: Harris Associates, 919,347 shares worth $1.91 billion, 2.5% of its reported book. New this quarter: Alyeska. In the quarter, 5 funds added or opened a position and 5 trimmed or sold out; together they sold a net 3,876 shares, about $8.1 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Harris Associates919,347$1.91 billion2.5%-28,754trimmed30 June 202613F
Dodge & Cox404,215$841.1 million0.4%+11,128added30 June 202613F
Geode Capital Management171,811$356.7 million0.0%-9,161trimmed30 June 202613F
Coatue Management139,498$290.3 million0.6%no changeheld30 June 202613F
FMR LLC121,519$252.9 million0.0%-13,148trimmed30 June 202613F
Norges Bank64,804$134.8 million0.0%held30 June 202613F
Millennium Management57,311$119.3 million0.1%+45,611added30 June 202613F
Renaissance Technologies23,086$48.0 million0.1%+7,800added30 June 202613F
Bridgewater Associates6,236$13.0 million0.1%-3,078trimmed30 June 202613F
Citadel Advisors5,716$11.9 million0.0%-20,439trimmed30 June 202613F
Two Sigma Investments5,363$11.2 million0.0%+2,833added30 June 202613F
Alyeska3,332$6.9 million0.0%+3,332new30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Harris Associates L P919,34713.69%$1.91 billion2.54%-28,75413F
BlackRock, Inc.859,14312.79%$1.79 billion0.03%-145,10713F
Dodge & Cox404,2156.02%$841.1 million0.44%+11,12813F
Vanguard Capital Management LLC358,5755.34%$746.1 million0.02%-28,83913F
Vanguard Portfolio Management LLC312,3164.65%$649.9 million0.03%-36,40713F
State Street Corp.208,2303.10%$433.3 million0.01%-14,81013F
JPMorgan Chase & Co.184,8052.75%$384.3 million0.02%-79,80913F
Geode Capital Management, LLC171,8112.56%$356.7 million0.02%-9,16113F
Hotchkis & Wiley Capital Management LLC154,9602.31%$322.4 million0.94%+22,13013F
Coatue Management LLC139,4982.08%$290.3 million0.60%no change13F
Check Capital Management Inc.133,0631.98%$276.9 million5.40%13F
Dimensional Fund Advisors LP126,8981.89%$264.1 million0.05%+95113F
FMR LLC121,5191.81%$252.9 million0.01%-13,14813F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC120,1141.79%$249.9 million0.05%-1,91813F
Morgan Stanley99,1911.48%$206.4 million0.01%-38,24913F
Allspring Global Investments Holdings, LLC92,6991.38%$196.7 million0.30%+82313F
Reinhart Partners, LLC.84,2061.25%$175.3 million4.00%+5,90913F
First Citizens Bank & Trust Co.75,1211.12%$156.3 million2.34%-1,51713F
D. E. Shaw & Co., Inc.74,6421.11%$155.3 million0.10%+4,40313F
Bank of America Corp.71,6301.07%$149.0 million0.01%-3,99213F
Norges Bank64,8040.96%$134.8 million0.01%13F
AllianceBernstein L.P.67,4451.00%$127.1 million0.04%-5,99313F
Goldman Sachs Group Inc.60,7590.90%$126.4 million0.01%+8,53513F
Northern Trust Corp.58,0660.86%$120.8 million0.01%-2,85413F
Millennium Management LLC57,3110.85%$119.3 million0.08%+45,61113F
Vanguard Fiduciary Trust Co.57,2620.85%$119.2 million0.03%-1,73213F
Charles Schwab Investment Management Inc.56,3460.84%$117.2 million0.02%+3,81313F
UBS Group AG54,2140.81%$112.8 million0.02%-6,07513F
First Trust Advisors LP49,9080.74%$103.8 million0.06%+6,66113F
Fuller & Thaler Asset Management, Inc.41,0230.61%$85.4 million0.23%+16,61113F
River Road Asset Management, LLC39,7840.59%$82.8 million0.92%-10,36713F
Bank of New York Mellon Corp39,1810.58%$81.5 million0.01%-2,37313F
Brown Advisory Inc.36,5930.54%$76.1 million0.12%-50,53113F
Alberta Investment Management Corp36,1760.54%$75.3 million0.48%no change13F
Thompson Siegel & Walmsley LLC29,2110.43%$60.8 million1.10%-10,71513F
Qube Research & Technologies Ltd25,4840.38%$53.0 million0.06%new13F
Legal & General Group Plc25,2190.38%$52.5 million0.01%-5,60613F
Wellington Management Group LLP23,8550.36%$49.6 million0.01%-9,49513F
Wells Fargo & Company23,5800.35%$49.1 million0.01%+2113F
Arrowstreet Capital, Limited Partnership23,5610.35%$49.0 million0.02%+11,59913F
Renaissance Technologies LLC23,0860.34%$48.0 million0.07%+7,80013F
Basswood Capital Management, L.l.c.23,0560.34%$48.0 million2.06%no change13F
Susquehanna International Group, LLP22,3840.33%$46.6 million0.04%+12,29713F
Worldquant Millennium Advisors LLC19,9290.30%$41.5 million0.14%-33413F
American Century Companies Inc.19,6080.29%$40.8 million0.02%+5,60213F
Jones Financial Companies Lllp19,6020.29%$40.8 million0.02%+1,22913F
Natixis Advisors, LLC19,4640.29%$40.5 million0.05%-59613F
Invesco Ltd.19,3300.29%$40.2 million0.00%-1,73713F
Raymond James Financial Inc.18,8480.28%$39.2 million0.01%+77913F
Artisan Partners Limited Partnership18,4490.27%$38.4 million0.06%-10,50813F
The 50 largest of the 628 funds that reported a position in FCNCA in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on FCNCA

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls7,800$16.2 million30 June 202613F
Citadel AdvisorsPuts4,300$8.9 million30 June 202613F
Millennium ManagementCalls400$832,31630 June 202613F
Millennium ManagementPuts200$416,15830 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
27 October 202613GBlackRock, Inc. and 1 other527,1155.1%30 September 2026passive, institutional (13d-1(b))EDGAR
11 August 202613D/AFrank B. Holding, Jr. and 4 others916,6498.9%7 August 2026Frank B. Holding, Jr., Hope H. Bryant, and Claire H. Bristow's spouse, Peter M. Bristow, serve as executive officers and directors of the Issuer and, therefore, participate with the Issuer's management and Board of Directors in making policEDGAR
28 July 202613G/ABlackRock, Inc. and 1 other494,4534.7%30 June 2026passive, institutional (13d-1(b))EDGAR
30 April 202613G/ABlackRock Portfolio Management LLC and 1 other449,7064.2%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GBlackRock, Inc. and 1 other554,5725.1%31 March 2026passive, institutional (13d-1(b))EDGAR
8 April 202613D/AFrank B. Holding, Jr. and 4 others916,6498.6%6 April 2026Frank B. Holding, Jr., Hope H. Bryant, and Claire H. Bristow's spouse, Peter M. Bristow, each serve as executive officers and directors of the Issuer and, therefore, participate with the Issuer's management and Board of Directors in making EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
17 February 202613G/AHarris Associates L P and 3 others928,9448.1%31 December 2025passive, institutional (13d-1(b))EDGAR
22 December 202513D/AFrank B. Holding, Jr. and 5 others178,75717.8%22 December 2025Frank B. Holding, Jr., Hope H. Bryant, and Claire H. Bristow's spouse, Peter M. Bristow, serve as executive officers and directors of the Issuer and, therefore, participate with the Issuer's management and Board of Directors in making policEDGAR
13 November 202513G/ACapital Research Global Investors and 1 other119,6731.0%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
18 September 2026672$2,120.58SEC
17 September 20261,084$2,099.57SEC
14 September 2026122$2,173.00SEC
8 September 2026144$2,208.49SEC
31 August 20265$2,194.07SEC
25 August 20263$2,183.05SEC
17 August 20262$2,291.33SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 1,084 on 17 September 2026. A fail is an operational fact about settlement, not a position.