Funds holding First Citizens BancShares Inc/NC
433 funds declare a position · 125 ETFs and 308 other funds · 6.5B $· 569.3M SEK· 639.5K € · US31946M1036
Other lines from the same issuer : FIRST CITIZENS BANCSHARES INC/NC (US31946M2026)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Stock Fund Dodge & Cox Funds | 300,700 | 566.7M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 2 | Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 296,500 | 558.8M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 285,246 | 565.9M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| 4 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 261,074 | 492M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 5 | Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST | 256,012 | 482.5M $ | 6.37 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 189,060 | 356.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 7 | BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 151,039 | 299.6M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| 8 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 120,387 | 226.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 9 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 108,505 | 204.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 10 | JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 89,773 | 169.2M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| 11 | Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST | 64,600 | 121.7M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 12 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 52,679 | 100M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 13 | iShares MSCI USA Min Vol Factor ETF iShares Trust | 36,447 | 72.3M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 14 | iShares Russell Mid-Cap ETF iShares Trust | 33,487 | 63.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 15 | JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 33,041 | 62.3M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| 16 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 32,459 | 64.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 17 | BlackRock Large Cap Focus Value Fund, Inc. BlackRock Large Cap Focus Value Fund, Inc. | 28,118 | 53M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| 18 | VIP Mid Cap Portfolio Variable Insurance Products Fund III | 26,800 | 50.5M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 19 | JPMorgan U.S. Value Fund JPMorgan Trust I | 26,195 | 49.4M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 20 | Fidelity Value Fund Fidelity Capital Trust | 25,392 | 50.4M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 21 | Dodge & Cox Balanced Fund Dodge & Cox Funds | 25,200 | 47.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 22 | First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 23,909 | 45.1M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 23 | JPMorgan Value Advantage Fund JPMorgan Trust I | 23,436 | 44.2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 24 | iShares Russell 1000 Value ETF iShares Trust | 20,097 | 37.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 25 | Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 19,260 | 36.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 26 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 18,819 | 35.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 27 | WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 15,320 | 28.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 28 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 15,118 | 30M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 29 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 14,937 | 28.4M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 30 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 14,852 | 28.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 31 | AB Discovery Value Fund AB TRUST | 14,821 | 28.1M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| 32 | BlackRock High Equity Income Fund BlackRock Funds | 14,102 | 26.8M $ | 1.28 % | as of Feb 27, 2026 · Original filing |
| 33 | Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III | 14,029 | 26.4M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| 34 | BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. | 13,889 | 27.6M $ | 2.62 % | as of Apr 30, 2026 · Original filing |
| 35 | THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 13,727 | 27.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 36 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,669 | 27.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 37 | AP7 Aktiefond Sjunde AP-fonden | 13,316 | 239.1M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 38 | Reinhart Genesis PMV Fund Managed Portfolio Series | 12,830 | 24.4M $ | 4.02 % | as of Feb 28, 2026 · Original filing |
| 39 | Natixis Oakmark Fund Natixis Funds Trust II | 12,801 | 24.1M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| 40 | iShares Russell Mid-Cap Value ETF iShares Trust | 12,604 | 23.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 41 | FULLERTHALER BEHAVIORAL UNCONSTRAINED EQUITY Capitol Series Trust | 12,430 | 23.4M $ | 4.38 % | as of Mar 31, 2026 · Original filing |
| 42 | JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 12,244 | 23.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 43 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 12,133 | 22.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 44 | Oakmark U.S. Large Cap ETF Harris Oakmark ETF Trust | 11,878 | 22.4M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| 45 | Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 11,362 | 21.6M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| 46 | LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,279 | 21.3M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| 47 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 10,417 | 19.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 48 | iShares U.S. Regional Banks ETF iShares Trust | 10,299 | 19.4M $ | 3.42 % | as of Mar 31, 2026 · Original filing |
| 49 | LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,862 | 18.6M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| 50 | DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 9,342 | 17.6M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| 51 | Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 9,300 | 17.7M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| 52 | Lannebo Global Lannebo Kapitalförvaltning AB | 9,235 | 165.8M SEK | 0.82 % | as of Mar 31, 2026 · Original filing |
| 53 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 9,186 | 17.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 54 | Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | 9,028 | 17M $ | 2.86 % | as of Mar 31, 2026 · Original filing |
| 55 | Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 8,755 | 17.4M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| 56 | Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 8,705 | 17.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 57 | Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 8,645 | 17.2M $ | 2.12 % | as of Apr 30, 2026 · Original filing |
| 58 | JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 8,548 | 16.1M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 59 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,458 | 16.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 60 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 8,346 | 15.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 61 | Brown Advisory Flexible Equity Fund Brown Advisory Funds | 8,167 | 15.4M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| 62 | Meridian Contrarian Fund Meridian Fund Inc | 7,886 | 14.9M $ | 2.53 % | as of Mar 31, 2026 · Original filing |
| 63 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 7,663 | 14.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 64 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 7,624 | 15.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 65 | Nuveen Equity Index Fund TIAA-CREF Funds | 7,607 | 15.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 66 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 7,415 | 14.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 67 | Natixis U.S. Equity Opportunities Fund Natixis Funds Trust I | 7,400 | 13.9M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 68 | Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 7,352 | 13.9M $ | 2.82 % | as of Mar 31, 2026 · Original filing |
| 69 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 7,195 | 13.6M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 70 | BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V | 7,184 | 13.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 71 | Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 7,153 | 14.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 72 | iShares MSCI USA Value Factor ETF iShares Trust | 7,015 | 13.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 73 | State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 6,857 | 12.9M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 74 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 6,717 | 12.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 75 | iShares Russell 1000 ETF iShares Trust | 6,426 | 12.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 76 | American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 6,376 | 12.6M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| 77 | Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 6,206 | 12.3M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 78 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 5,883 | 11.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 79 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 5,806 | 11M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 80 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,702 | 11.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 81 | First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 5,696 | 10.7M $ | 3.32 % | as of Mar 31, 2026 · Original filing |
| 82 | Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 5,600 | 10.6M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 83 | Dividend Value Fund VALIC Co I | 5,470 | 10.4M $ | 1.42 % | as of Feb 28, 2026 · Original filing |
| 84 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,448 | 10.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 85 | JNL/JPMorgan U.S. Value Fund JNL Series Trust | 5,312 | 10M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 86 | VIP Value Strategies Portfolio Variable Insurance Products Fund III | 5,300 | 10M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 87 | Large Cap Index Master Portfolio Master Investment Portfolio | 5,142 | 9.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 88 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 5,127 | 9.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 89 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 5,075 | 10.1M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| 90 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 5,040 | 10M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 91 | Allspring Large Cap Core Fund ALLSPRING FUNDS TRUST | 4,876 | 9.7M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| 92 | iShares U.S. Financials ETF iShares Trust | 4,831 | 9.6M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 93 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 4,815 | 9.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 94 | First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,804 | 9.5M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 95 | AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 4,746 | 8.9M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| 96 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 4,731 | 9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 97 | AMG River Road Mid Cap Value Fund AMG Funds IV | 4,665 | 9.3M $ | 2.38 % | as of Apr 30, 2026 · Original filing |
| 98 | Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 4,665 | 9.3M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| 99 | NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust | 4,662 | 8.8M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| 100 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,613 | 8.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
593 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| ALLIANCEBERNSTEIN L.P. | 73,438 | 157.6M $ | 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 |
| 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 |