First Citizens BancShares Inc (FCNCA) shareholders
FCNCANasdaqState Commercial BanksFiscal year ends December 31Also trades as FCNCB, FCNCN, FCNCO, FCNCP
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026Score 14/300% above fair value
$2324.24+6.38 (+0.28%)
Close on Nov 13, 2026Market cap $26.25BP/E 11.9Yield 0.34%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
65.1%
7M of 10M shares
Institutional holders
625
88 new, 53 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
61 buys · 11 sales
Net sold $2.25M
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 |
| BlackRock, Inc. | 527,115 | 5.10% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FCNCA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Harris Associates L P | 919,347 | 8.94% | $1.91B | −28,754 | 2.54% |
| BlackRock, Inc. | 859,143 | 8.35% | $1.79B | −145,107 | 0.03% |
| Dodge & Cox | 404,215 | 3.93% | $841.09M | +11,128 | 0.44% |
| Vanguard Capital Management LLC | 358,575 | 3.49% | $746.12M | −28,839 | 0.02% |
| Vanguard Portfolio Management LLC | 312,316 | 3.04% | $649.86M | −36,407 | 0.03% |
| State Street Corp | 208,230 | 2.02% | $433.28M | −14,810 | 0.01% |
| JPMorgan Chase & Co | 184,805 | 1.80% | $384.33M | −79,809 | 0.02% |
| Geode Capital Management, LLC | 171,811 | 1.67% | $356.68M | −9,161 | 0.02% |
| Hotchkis & Wiley Capital Management LLC | 154,960 | 1.51% | $322.44M | +22,130 | 0.94% |
| Coatue Management LLC | 139,498 | 1.36% | $290.27M | – | 0.60% |
| Check Capital Management Inc/Ca | 133,063 | 1.29% | $276.88M | +88,995 | 2.48% |
| Dimensional Fund Advisors LP | 126,898 | 1.23% | $264.06M | +951 | 0.05% |
| FMR LLC | 121,519 | 1.18% | $252.86M | −13,148 | 0.01% |
| UBS Asset Management Americas Inc | 120,114 | 1.17% | $249.93M | −1,918 | 0.05% |
| Morgan Stanley | 99,191 | 0.96% | $206.40M | −38,249 | 0.01% |
| Allspring Global Investments Holdings, LLC | 92,699 | 0.90% | $196.67M | +823 | 0.30% |
| Reinhart Partners, LLC. | 84,206 | 0.82% | $175.25M | +5,909 | 4.00% |
| First Citizens Bank & Trust Co | 75,121 | 0.73% | $156.31M | −1,517 | 2.34% |
| D. E. Shaw & Co., Inc. | 74,642 | 0.73% | $155.31M | +4,403 | 0.07% |
| Bank Of America Corp /De/ | 71,630 | 0.70% | $149.05M | −3,992 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 625 | 7M | 65.1% | 88 / 173 | 226 / 53 | 0M | 1M |
| Q1 2026 | 603 | 7M | 67.8% | 62 / 172 | 224 / 102 | 1M | 1M |
| Q4 2025 | 652 | 7M | 70.5% | 115 / 200 | 215 / 74 | 1M | 1M |
| Q3 2025 | 622 | 8M | 75.1% | 81 / 196 | 211 / 56 | 1M | 1M |
| Q2 2025 | 603 | 8M | 78.8% | 71 / 209 | 219 / 73 | 0M | 1M |
| Q1 2025 | 611 | 8M | 80.4% | 74 / 210 | 200 / 72 | 0M | 1M |
| Q4 2024 | 616 | 8M | 82.1% | 87 / 179 | 227 / 51 | 1M | 1M |
| Q3 2024 | 588 | 9M | 87.6% | 76 / 198 | 211 / 55 | 2M | 1M |
| Q2 2024 | 574 | 9M | 90.1% | 76 / 189 | 202 / 48 | 1M | 1M |
| Q1 2024 | 556 | 9M | 90.3% | 78 / 173 | 198 / 59 | 1M | 1M |
| Q4 2023 | 545 | 9M | 88.3% | 93 / 197 | 162 / 33 | 1M | 1M |
| Q3 2023 | 495 | 9M | 86.9% | 62 / 154 | 177 / 33 | 0M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
430 funds held FCNCA in Q2 2026, 31% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of FCNCA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | 300,700 | 2.92% | $625.69M | 0.53% | Jun 30, 2026 |
| Vanguard Windsor Ii Fund | 285,246 | 2.77% | $623.73M | 0.93% | Jul 31, 2026 |
| Oakmark Fund | 276,500 | 2.69% | $575.34M | 2.39% | Jun 30, 2026 |
| Oakmark Select Fund | 256,012 | 2.49% | $532.71M | 6.40% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 235,132 | 2.29% | $489.26M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 169,849 | 1.65% | $353.42M | 0.19% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 107,611 | 1.05% | $223.92M | 0.33% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 106,704 | 1.04% | $222.03M | 0.23% | Jun 30, 2026 |
| BlackRock Equity Dividend Fund | 93,660 | 0.91% | $204.80M | 1.00% | Jul 31, 2026 |
| JPMorgan Mid Cap Value Fund | 81,611 | 0.79% | $169.82M | 1.52% | Jun 30, 2026 |
| Allspring Special Mid Cap Value Fund | 64,600 | 0.63% | $134.42M | 1.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 49,865 | 0.48% | $99.26M | 0.23% | May 31, 2026 |
| iShares MSCI USA Min Vol Factor ETF | 36,269 | 0.35% | $79.31M | 0.34% | Jul 31, 2026 |
| iShares Russell Mid-Cap ETF | 32,882 | 0.32% | $68.42M | 0.12% | Jun 30, 2026 |
| JPMorgan Mid Cap Equity Fund | 31,464 | 0.31% | $65.47M | 1.05% | 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 | % of shares | Latest filing |
|---|---|---|---|---|
| Frank B. Holding Jr | Chairman and CEO, Director, 10% owner | 668,683 | 6.50% | Jun 8, 2026 |
| Hope Holding Bryant | Vice Chairwoman, Director | 820,295 | 7.97% | Mar 18, 2026 |
| Peter M. Bristow | President, Director, 10% owner | 660,225 | 6.42% | Mar 4, 2026 |
| Michelle Draper | Chief Marketing Officer | 0 | – | Jul 15, 2026 |
| Tom Adam Eklund | Chief Risk Officer | 2,687 | 0.03% | Jun 2, 2026 |
| Craig L. Nix | Chief Financial Officer | 10,412 | 0.10% | Aug 5, 2025 |
| Diane E. Morais | Director | 96 | 0.00% | Aug 20, 2026 |
| Ellen R. Alemany | Director | 46,172 | 0.45% | Jun 8, 2026 |
| Ralph Mattox Snow III | Director | 121 | 0.00% | Mar 9, 2026 |
| Victor E. Bell Iii | Director | 6,900 | 0.07% | Mar 12, 2025 |
| Olivia Britton Holding | 10% owner | 1,611,284 | 15.66% | Sep 17, 2026 |
| Claire H. Bristow | 10% owner | 651,515 | 6.33% | Mar 4, 2026 |
| Carson H. Brice | 10% owner | 717,632 | 6.98% | 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 Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
4.1
At 0M shares a day
Change since last report
-3.8%
From 0M shares
Short volume, 20 days
71.8%
Of volume reported to FINRA
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. Settlement fails (shares not delivered on time) peaked at 7,763 shares on Oct 14, 2026 over 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 |
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