First Citizens BancShares Inc (FCNCB) shareholders
Close on Oct 19, 2026Market cap $19.20BP/E 9.1Yield 0.47%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Harris Associates, Inc. Joint filing with Harris Associates L P (8.10%) | 928,944 | 8.10% | 13G (passive) amendment | Dec 31, 2025 |
| Olivia B. Holding Joint filing with Frank B. Holding, Jr. (5.69%), Claire H. Bristow (5.00%) | 916,649 | 8.93% | 13D (active) amendment | Aug 7, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FCNCB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Tradewinds, LLC. | 24,167 | – | $1.45M | +23,617 | 0.33% |
| Siena Capital Partners GP, LLC | 876 | – | $1.60M | – | 0.39% |
| Diversified Trust Co | 131 | – | $242.35K | – | 0.00% |
| Byrne Asset Management LLC | 8 | – | $14.80K | – | 0.01% |
| Ogorek Anthony Joseph /Ny/ /Adv | 5 | – | $9.00K | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 5 | 0M | 0 / 1 | 0 / 0 | 0M | 0M |
| Q1 2026 | 5 | 0M | 0 / 1 | 1 / 0 | 0M | 0M |
| Q4 2025 | 5 | 0M | 0 / 0 | 1 / 0 | 0M | 0M |
| Q3 2025 | 5 | 0M | 1 / 0 | 0 / 0 | 0M | 0M |
| Q2 2025 | 4 | 0M | 1 / 0 | 1 / 0 | 0M | 0M |
| Q1 2025 | 3 | 0M | 0 / 0 | 1 / 0 | 0M | 0M |
| Q4 2024 | 3 | 0M | 0 / 1 | 0 / 0 | 0M | 0M |
| Q3 2024 | 3 | 0M | 0 / 0 | 0 / 0 | 0M | 0M |
| Q2 2024 | 3 | 0M | 0 / 1 | 0 / 0 | 0M | 0M |
| Q1 2024 | 3 | 0M | 0 / 1 | 0 / 0 | 0M | 0M |
| Q4 2023 | 3 | 0M | 1 / 0 | 0 / 0 | 0M | 0M |
| Q3 2023 | 2 | 0M | 0 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
3 funds held FCNCB in Q2 2026, 0% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of FCNCB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Heartland Mid Cap Value Fund | 800 | – | $1.50M | 0.30% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Frank B. Holding Jr | Chairman and CEO, Director, 10% owner | 668,683 | Jun 8, 2026 |
| Hope Holding Bryant | Vice Chairwoman, Director | 820,295 | Mar 18, 2026 |
| Peter M. Bristow | President, Director, 10% owner | 660,225 | Mar 4, 2026 |
| Michelle Draper | Chief Marketing Officer | 0 | Jul 15, 2026 |
| Tom Adam Eklund | Chief Risk Officer | 2,687 | Jun 2, 2026 |
| Craig L. Nix | Chief Financial Officer | 10,412 | Aug 5, 2025 |
| Diane E. Morais | Director | 96 | Aug 20, 2026 |
| Ellen R. Alemany | Director | 46,172 | Jun 8, 2026 |
| Ralph Mattox Snow III | Director | 121 | Mar 9, 2026 |
| Victor E. Bell Iii | Director | 6,900 | Mar 12, 2025 |
| Olivia Britton Holding | 10% owner | 1,611,284 | Sep 17, 2026 |
| Claire H. Bristow | 10% owner | 651,515 | Mar 4, 2026 |
| Carson H. Brice | 10% owner | 717,632 | Mar 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert E. Mason IV Director | Dec 21, 2030 | Other | −200 | – | – | 0 |
| Olivia Britton Holding 10% owner | Sep 15, 2026 | Sale | −5,000 | $19.50 | $97.50K | 15,000 |
| Olivia Britton Holding 10% owner | Sep 15, 2026 | Sale | −2,000 | $19.60 | $39.20K | 20,000 |
| Diane E. Morais Director | Aug 19, 2026 | Buy | +46 | $2168.13 | $99.73K | 96 |
| Diane E. Morais Director | Aug 19, 2026 | Buy | +4 | $2167.80 | $8.67K | 100 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +150 | $1840.00 | $276.00K | 64,038 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +50 | $1836.13 | $91.81K | 63,888 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +15 | $1810.00 | $27.15K | 63,838 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +2 | $1808.09 | $3.62K | 63,823 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +96 | $1800.00 | $172.80K | 63,821 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +11 | $1795.12 | $19.75K | 63,664 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +1 | $1790.00 | $1.79K | 63,653 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +15 | $1765.00 | $26.48K | 63,652 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +15 | $1750.00 | $26.25K | 63,637 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +50 | $1743.80 | $87.19K | 63,622 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +21 | $1851.81 | $38.89K | 64,059 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +41 | $1853.92 | $76.01K | 64,100 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +61 | $1798.99 | $109.74K | 63,725 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +2 | $2060.00 | $4.12K | 64,517 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +5 | $2070.00 | $10.35K | 64,557 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +1 | $2068.50 | $2.07K | 64,552 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +34 | $2065.00 | $70.21K | 64,551 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +15 | $1780.00 | $26.70K | 64,572 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +47 | $2050.00 | $96.35K | 64,515 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +23 | $2030.00 | $46.69K | 64,468 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +8 | $2010.00 | $16.08K | 64,445 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +2 | $1998.68 | $4.00K | 64,437 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +26 | $1997.97 | $51.95K | 64,435 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +1 | $1993.96 | $1.99K | 64,409 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +26 | $1990.00 | $51.74K | 64,408 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +43 | $1970.00 | $84.71K | 64,382 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +25 | $1950.00 | $48.75K | 64,339 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +3 | $1940.40 | $5.82K | 64,314 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +1 | $1927.40 | $1.93K | 64,311 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +21 | $1920.00 | $40.32K | 64,310 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +2 | $1899.00 | $3.80K | 64,289 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +111 | $1898.00 | $210.68K | 64,287 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +3 | $1890.00 | $5.67K | 64,176 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +12 | $1886.00 | $22.63K | 64,173 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +1 | $1879.48 | $1.88K | 64,161 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 5, 2026 | Buy | +60 | $1860.00 | $111.60K | 64,160 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 4, 2026 | Buy | +25 | $1794.99 | $44.87K | 63,572 |
| Ellen R. Alemany Director | Jun 4, 2026 | Sale | −37 | $2052.43 | $75.94K | 45 |
| Ellen R. Alemany Director | Jun 4, 2026 | Sale | −93 | $2033.52 | $189.12K | 4,623 |
| Ellen R. Alemany Director | Jun 4, 2026 | Sale | −456 | $2050.78 | $935.16K | 82 |
| Ellen R. Alemany Director | Jun 4, 2026 | Sale | −1,136 | $2048.20 | $2.33M | 3,487 |
| Ellen R. Alemany Director | Jun 4, 2026 | Sale | −10 | $2050.60 | $20.51K | 3,477 |
| Ellen R. Alemany Director | Jun 4, 2026 | Sale | −1 | $2051.11 | $2.05K | 3,476 |
| Ellen R. Alemany Director | Jun 4, 2026 | Sale | −604 | $2048.21 | $1.24M | 538 |
| Ellen R. Alemany Director | Jun 4, 2026 | Sale | −183 | $2033.33 | $372.10K | 1,142 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 4, 2026 | Buy | +45 | $1779.99 | $80.10K | 63,547 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 4, 2026 | Buy | +20 | $1778.00 | $35.56K | 63,502 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 4, 2026 | Buy | +6 | $1775.00 | $10.65K | 63,482 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 4, 2026 | Buy | +15 | $1770.00 | $26.55K | 63,476 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 4, 2026 | Buy | +15 | $1765.00 | $26.48K | 63,461 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 4, 2026 | Buy | +12 | $1744.00 | $20.93K | 63,446 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 4, 2026 | Buy | +26 | $1734.00 | $45.08K | 63,434 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 4, 2026 | Buy | +15 | $1733.00 | $26.00K | 63,408 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 4, 2026 | Buy | +35 | $1731.99 | $60.62K | 63,393 |
| Frank B. Holding Jr Chairman and CEO, Director, 10% owner | Jun 4, 2026 | Buy | +31 | $1730.29 | $53.64K | 63,358 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Sep 15, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of First Citizens BancShares's stock actually held short. No settlement fails above the SEC's reporting threshold in the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Holding Properties, LLC Affiliate | Sep 15, 2026 | 22,000 | $426.80K | Sep 15, 2026 | Purchase |
| The Robert P. Holding Foundation, Inc. Affiliate | Aug 17, 2026 | 1,500 | $3.38M | Aug 17, 2026 | Contribution to Foundation |
| Ellen R. Alemany Director | Jun 2, 2026 | 2,520 | $4.96M | Jun 2, 2026 | Restricted Stock Unit |
| The Robert P. Holding Foundation, Inc. Affiliate | Dec 9, 2025 | 1,500 | $2.96M | Dec 9, 2025 | Contribution to Foundation |
| The Robert P, Holding Foundation, Inc. Affiliate | Nov 6, 2024 | 1,000 | $2.23M | Nov 7, 2024 | Contribution to Foundation |
| Alemany Family Non-Exempt Trust Affiliate | Apr 26, 2024 | 3,000 | $5.26M | Apr 26, 2024 | Restricted Stock Unit |
| Ellen R. Alemany Officer | Mar 7, 2024 | 600 | $939.15K | Mar 7, 2024 | Restricted Stock Unit |
| Alemany Family GST Exempt Trust Officer | Mar 7, 2024 | 2,400 | $3.77M | Mar 7, 2024 | Restricted Stock Unit |
| Ellen R. Alemany Officer | Dec 15, 2023 | 3,000 | $4.29M | Dec 15, 2023 | Restricted Stock Unit |
| Robert P. Holding Foundation, Inc. Affiliate | Nov 13, 2023 | 1,000 | $1.39M | Nov 13, 2023 | Contribution to Foundation |
| Ellen R. Alemany Officer | Nov 6, 2023 | 2,000 | $2.84M | Nov 6, 2023 | Restricted Stock Unit |
| Ellen R. Alemany Officer | Aug 7, 2023 | 1,500 | $2.24M | Aug 7, 2023 | Restricted Stock Unit |