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Security record · archived quarter

FCNCA

First Citizens BancShares, Inc. · Financial Services · Banks - Regional

2,158.9 -1.1% mkt cap $24.59B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
16Tracked holders
0Δ holders
1.59MShares held
$2.95BReported value
+2New positions
−2Exits
Stable Conviction score 37/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.5% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 138 +2 5.35M $11.11B +8 −5
Q1 2026 138 -6 5.60M $10.56B +4 −11
Q4 2025 143 0 6.11M $13.11B +3 −2
Q3 2025 23 +3 4.89M $8.75B +3 −1
Q2 2025 18 -1 3.97M $7.76B −1
Q1 2025 16 0 1.59M $2.95B +2 −2
Q4 2024 16 -3 1.65M $3.49B −3
Q3 2024 18 +1 1.54M $2.83B +2 −1
Q2 2024 17 1.86M $3.12B
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Harris Associates (Oakmark) 667.01K +2.8% $1.24B 2.1% ▲ Add 4 SEC ↗
2 Harris Associates (Oakmark) 667.01K +2.8% $1.24B 2.1% ▲ Add 4 SEC ↗
3 State Street Global Advisors (passive) 251.54K -3.6% $466.39M 0.0% ▼ Trim 2 SEC ↗
4 Coatue Management 221.22K +1.0% $410.17M 1.8% ▲ Add 4 SEC ↗
5 Coatue Management 221.22K +1.0% $410.17M 1.8% ▲ Add 4 SEC ↗
6 Coatue Management 221.22K +1.0% $410.17M 1.8% ▲ Add 4 SEC ↗
7 Coatue Management 221.22K +1.0% $410.17M 1.8% ▲ Add 4 SEC ↗
8 Coatue Management 221.22K +1.0% $410.17M 1.8% ▲ Add 4 SEC ↗
9 Geode Capital Management (passive) 206.31K +2.5% $381.83M 0.0% ▲ Add 4 SEC ↗
10 Geode Capital Management (passive) 206.31K +2.5% $381.83M 0.0% ▲ Add 4 SEC ↗
11 Norges Bank (passive) 100.46K -28.9% $186.27M 0.0% ▼ Trim 4 SEC ↗
12 Wellington Management 76.11K -3.6% $141.12M 0.0% ▼ Trim 4 SEC ↗
13 Wellington Management 76.11K -3.6% $141.12M 0.0% ▼ Trim 4 SEC ↗
14 Wellington Management 76.11K -3.6% $141.12M 0.0% ▼ Trim 4 SEC ↗
15 Wellington Management 76.11K -3.6% $141.12M 0.0% ▼ Trim 4 SEC ↗
16 D. E. Shaw & Co. 34.35K -7.2% $63.68M 0.1% ▼ Trim 4 SEC ↗
17 D. E. Shaw & Co. 34.35K -7.2% $63.68M 0.1% ▼ Trim 4 SEC ↗
18 Marshall Wace 8.38K +947.2% $15.53M 0.0% ▲ Add 4 SEC ↗
19 Marshall Wace 8.38K +947.2% $15.53M 0.0% ▲ Add 4 SEC ↗
20 Marshall Wace 8.38K +947.2% $15.53M 0.0% ▲ Add 4 SEC ↗
21 T. Rowe Price 8.30K +2.5% $15.39M 0.0% ▲ Add 4 SEC ↗
22 T. Rowe Price 8.30K +2.5% $15.39M 0.0% ▲ Add 4 SEC ↗
23 Millennium Management 7.74K -66.3% $14.34M 0.0% ▼ Trim 4 SEC ↗
24 Soros Fund Management 5.44K +9.4% $10.09M 0.3% ▲ Add 4 SEC ↗
25 AQR Capital Management 3.94K -26.6% $7.14M 0.0% ▼ Trim 4 SEC ↗
26 AQR Capital Management 3.94K -26.6% $7.14M 0.0% ▼ Trim 4 SEC ↗
27 AQR Capital Management 3.94K -26.6% $7.14M 0.0% ▼ Trim 4 SEC ↗
28 AQR Capital Management 3.94K -26.6% $7.14M 0.0% ▼ Trim 4 SEC ↗
29 Bridgewater Associates 1.40K New $2.60M 0.0% New 1 SEC ↗
30 Arrowstreet Capital 717 New $1.33M 0.0% New 1 SEC ↗
31 GAMCO Investors 155 0.0% $287,389 0.0% Held 3 SEC ↗
32 Gotham Asset Management 135 0.0% $250,306 0.0% Held 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Bridgewater Associates $2.60M 0.0%
Arrowstreet Capital $1.33M 0.0%

Exited

Citadel Advisors $33.20M was 0.0%
Duquesne Family Office $10.95M was 0.3%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 597 holders, 6.71M shares, $12.41B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 19 Morais Diane E.

Director · 46 sh @ 2,168.1 · $99,734

Aug 19 Morais Diane E.

Director · 4 sh @ 2,167.8 · $8,671

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 11 SC 13D/A — HOLDING FRANK B JR

5.7% of class · View original SEC filing ↗

Jul 28 SC 13G/A — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API