FCNCA · Company research
First Citizens BancShares Inc (FCNCA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
30records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 174 | 362057 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19582 | 40709837 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dodge & Cox | 200217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 404215 | 841086530 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Community Bank, N.A. | 1632187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 122766 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 228 | 474420 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 219 | 455693 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CCM INVESTMENT ADVISERS LLC | 931097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 208079 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantitative Investment Management, LLC | 1445911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 666 | 1385 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| De Lisle Partners LLP | 2011184 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 2080090 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pinnacle Bancorp, Inc. | 1703383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 6242 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Siena Capital Partners GP, LLC | 1694886 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4344 | 9038952 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1957 | 4072 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1415 | 2944318 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2747 | 5715930 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Tradewinds, LLC. | 1932342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3106 | 5249086 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 18727 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Oslo Pensjonsforsikring AS | 1828808 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197 | 409915 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1312 | 2730111 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4431 | 9219980 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Asset Planning,Inc | 2048547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 20808 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Bravera Wealth | 2126773 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 10404 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| FIRST HORIZON CORP | 36966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 16646 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| MOODY LYNN LIEBERSON & WALKER, LLC | 938592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9000 | 229950 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| River Road Asset Management, LLC | 1341401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39784 | 82782149 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 141494 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| SouthState Bank Corporation | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1415 | 2944318000 | — | — | — | Aug 6, 2026 | SEC_13F_HR |
| Rhino Investment Partners, Inc | 1828776 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2980 | 6200754 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SouthState Bank Corporation | 764038 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1415 | 2666794000 | — | — | — | May 5, 2026 | SEC_13F_HR |
| SouthState Bank Corporation | 764038 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1487 | 3191370000 | — | — | — | Feb 11, 2026 | SEC_13F_HR |
| SouthState Bank Corporation | 764038 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1525 | 2728469000 | — | — | — | Nov 5, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.