DaveManuel.com · Institutional Ownership · Who Owns It
FIRST CTZNS BANCSHARES INC D (FCNCA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
634
Reporting holders
$14.1B
Reported value
0.7%
Calls
0.5%
Puts
+23
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | $1.9B | 919,347 | 2.54% | 22q | -3.0%-$59.8M |
| BlackRock, Inc. | $1.8B | 859,143 | 0.03% | 8q | -14.4%-$301.9M |
| Dodge & Cox | $841.1M | 404,215 | 0.44% | 3q | +2.8%+$23.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $746.1M | 358,575 | 0.02% | 2q | -7.4%-$60.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $649.9M | 312,316 | 0.03% | 2q | -10.4%-$75.8M |
| STATE STREET CORP | $433.3M | 208,230 | 0.01% | 31q | -6.6%-$30.8M |
| JPMORGAN CHASE & CO | $384.3M | 184,805 | 0.02% | 31q | -30.2%-$166.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $356.7M | 171,811 | 0.02% | 31q | -5.1%-$19.0M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $322.4M | 154,960 | 0.94% | 18q | +16.7%+$46.0M |
| COATUE MANAGEMENT LLC | $290.3M | 139,498 | 0.60% | 14q | HELD |
| CHECK CAPITAL MANAGEMENT INC/CA | $276.9M | 133,063 | 2.48% | 13q | +201.9%+$185.2M |
| DIMENSIONAL FUND ADVISORS LP | $264.1M | 126,898 | 0.05% | 31q | +0.8%+$2.0M |
| FMR LLC | $252.9M | 121,519 | 0.01% | 31q | -9.8%-$27.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $249.9M | 120,114 | 0.05% | 31q | -1.6%-$4.0M |
| MORGAN STANLEY | $206.4M | 99,191 | 0.01% | 35q | -27.8%-$79.6M |
| Allspring Global Investments Holdings, LLC | $196.7M | 92,699 | 0.30% | 13q | +0.9%+$1.7M |
| REINHART PARTNERS, LLC. | $175.3M | 84,206 | 4.00% | 31q | +7.5%+$12.3M |
| D. E. Shaw & Co., Inc. | $165.7M incl. $10.4M options CALL | 74,642 | 0.08% | 18q | +6.3%+$9.8M |
| FIRST CITIZENS BANK & TRUST CO | $156.3M | 75,121 | 2.34% | 31q | -2.0%-$3.2M |
| BANK OF AMERICA CORP /DE/ | $149.0M | 71,630 | 0.01% | 31q | -5.3%-$8.3M |
| NORGES BANK | $134.8M | 64,804 | 0.01% | 32q | +19.3%+$21.8M |
| ALLIANCEBERNSTEIN L.P. | $127.1M | 67,445 | 0.04% | 31q | -8.2%-$11.3M |
| GOLDMAN SACHS GROUP INC | $126.4M | 60,759 | 0.01% | 31q | +16.3%+$17.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $125.4M incl. $78.9M options CALL+PUT | 22,384 | 0.01% | 25q | +121.9%+$68.9M |
| NORTHERN TRUST CORP | $120.8M | 58,066 | 0.01% | 31q | -4.7%-$5.9M |
| MILLENNIUM MANAGEMENT LLC | $120.5M incl. $1.2M options CALL+PUT | 57,311 | 0.04% | 18q | +389.8%+$95.9M |
| VANGUARD FIDUCIARY TRUST CO | $119.2M | 57,262 | 0.03% | 2q | -2.9%-$3.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $117.2M | 56,346 | 0.02% | 31q | +7.3%+$7.9M |
| UBS Group AG | $112.8M | 54,214 | 0.01% | 31q | -10.1%-$12.6M |
| FIRST TRUST ADVISORS LP | $103.8M | 49,908 | 0.06% | 31q | +15.4%+$13.9M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $85.4M | 41,023 | 0.23% | 31q | +68.0%+$34.6M |
| River Road Asset Management, LLC | $82.8M | 39,784 | 0.92% | 5q | -20.7%-$21.6M |
| Bank of New York Mellon Corp | $81.5M | 39,181 | 0.01% | 31q | -5.7%-$4.9M |
| BROWN ADVISORY INC | $76.1M | 36,593 | 0.12% | 21q | -58.0%-$105.1M |
| Alberta Investment Management Corp | $75.3M | 36,176 | 0.42% | 18q | HELD |
| THOMPSON SIEGEL & WALMSLEY LLC | $60.8M | 29,211 | 1.09% | 18q | -26.8%-$22.3M |
| WELLS FARGO & COMPANY/MN | $55.3M incl. $6.2M options PUT | 23,580 | 0.01% | 31q | HELD |
| Qube Research & Technologies Ltd | $53.0M | 25,484 | 0.05% | new | NEW |
| Legal & General Group Plc | $52.5M | 25,219 | 0.01% | 31q | -18.2%-$11.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $49.6M | 23,855 | 0.01% | 31q | -28.5%-$19.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $49.0M | 23,561 | 0.02% | 6q | +97.0%+$24.1M |
| RENAISSANCE TECHNOLOGIES LLC | $48.0M | 23,086 | 0.07% | 4q | +51.0%+$16.2M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $48.0M | 23,056 | 1.91% | 31q | HELD |
| JANE STREET GROUP, LLC | $47.9M incl. $32.3M options CALL+PUT | 7,544 | 0.00% | 16q | -9.1%-$4.8M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $41.5M | 19,929 | 0.14% | 5q | -1.6%-$695.0K |
| AMERICAN CENTURY COMPANIES INC | $40.8M | 19,608 | 0.02% | 24q | +40.0%+$11.7M |
| JONES FINANCIAL COMPANIES LLLP | $40.8M | 19,602 | 0.02% | 12q | +6.7%+$2.6M |
| NATIXIS ADVISORS, LLC | $40.5M | 19,464 | 0.05% | 13q | -3.0%-$1.2M |
| Invesco Ltd. | $40.2M | 19,330 | 0.00% | 31q | -8.2%-$3.6M |
| RAYMOND JAMES FINANCIAL INC | $39.2M | 18,848 | 0.01% | 7q | +4.3%+$1.6M |
| Artisan Partners Limited Partnership | $38.4M | 18,449 | 0.06% | 17q | -36.3%-$21.9M |
| California Public Employees Retirement System | $37.9M | 18,224 | 0.02% | 31q | -4.0%-$1.6M |
| CITADEL ADVISORS LLC | $37.1M incl. $25.2M options CALL+PUT | 5,716 | 0.00% | 31q | -78.1%-$132.6M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $36.5M | 17,534 | 0.73% | 31q | +4.8%+$1.7M |
| Sumitomo Mitsui Trust Group, Inc. | $35.3M | 16,951 | 0.02% | 18q | -10.0%-$3.9M |
| ENVESTNET ASSET MANAGEMENT INC | $34.9M | 16,792 | 0.01% | 23q | -1.3%-$466.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $33.6M | 16,167 | 0.02% | 2q | HELD |
| Anchor Investment Management, LLC | $33.2M | 15,975 | 2.50% | 42q | +20.8%+$5.7M |
| CITIGROUP INC | $32.4M | 15,547 | 0.01% | 31q | HELD |
| Bronte Capital Management Pty Ltd. | $29.5M | 14,179 | 3.17% | 14q | -14.0%-$4.8M |
| SG Americas Securities, LLC | $27.7M | 13,335 | 0.02% | 6q | +21.4%+$4.9M |
| BANK OF MONTREAL /CAN/ | $27.4M | 13,180 | 0.01% | 18q | -8.4%-$2.5M |
| Prana Capital Management, LP | $27.2M | 13,076 | 0.83% | 2q | +14.3%+$3.4M |
| DEUTSCHE BANK AG\ | $25.7M | 12,354 | 0.01% | 34q | +7.3%+$1.7M |
| Amundi | $25.2M | 12,088 | 0.01% | 18q | +8.0%+$1.9M |
| CORTLAND ASSOCIATES INC/MO | $23.9M | 11,498 | 3.46% | 18q | -33.6%-$12.1M |
| Nuveen, LLC | $23.5M | 11,277 | 0.01% | 6q | -10.8%-$2.9M |
| CITIZENS FINANCIAL GROUP INC/RI | $23.4M | 11,238 | 0.28% | 4q | +1.0%+$233.0K |
| FRANKLIN RESOURCES INC | $23.4M | 11,237 | 0.01% | 14q | +51.6%+$8.0M |
| Squarepoint Ops LLC | $22.8M incl. $416.2K options CALL | 10,769 | 0.03% | 2q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $22.3M | 10,695 | 0.02% | 31q | -12.7%-$3.2M |
| SEI INVESTMENTS CO | $22.2M | 10,651 | 0.02% | 21q | -20.6%-$5.7M |
| BROWN BROTHERS HARRIMAN & CO | $22.1M | 10,605 | 0.10% | 9q | HELD |
| RHUMBLINE ADVISERS | $22.0M | 10,559 | 0.02% | 31q | -8.1%-$1.9M |
| TRUIST FINANCIAL CORP | $21.0M | 10,069 | 0.03% | 31q | +2.9%+$595.1K |
| Cannell & Spears LLC | $19.9M | 9,554 | 0.35% | 10q | -13.7%-$3.2M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $19.4M | 9,341 | 0.13% | 8q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $18.8M | 9,021 | 0.00% | 31q | +3.2%+$576.4K |
| Gator Capital Management, LLC | $18.6M | 8,958 | 3.91% | 18q | -12.0%-$2.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $18.6M | 8,922 | 0.01% | 18q | HELD |
| KLP KAPITALFORVALTNING AS | $18.0M | 8,670 | 0.06% | 7q | HELD |
| Quantinno Capital Management LP | $17.3M | 8,315 | 0.02% | 9q | +32.0%+$4.2M |
| KBC Group NV | $17.3M | 8,292 | 0.04% | 18q | -38.2%-$10.7M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $16.8M | 8,069 | 0.03% | 14q | HELD |
| ArrowMark Colorado Holdings LLC | $16.4M | 7,886 | 0.68% | 18q | HELD |
| Caisse de depot et placement du Quebec | $16.2M | 7,775 | 0.02% | 13q | +1.0%+$164.4K |
| HRT FINANCIAL LP | $16.0M | 7,686 | 0.03% | new | NEW |
| DANSKE BANK A/S | $15.2M | 7,327 | 0.03% | 10q | -20.2%-$3.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14.8M | 7,118 | 0.01% | 18q | -0.9%-$129.0K |
| Livforsakringsbolaget Skandia, Omsesidigt | $14.7M | 7,049 | 0.47% | 15q | +78222.2%+$14.6M |
| AMERIPRISE FINANCIAL INC | $14.3M | 6,863 | 0.00% | 31q | -3.6%-$528.4K |
| BNP PARIBAS FINANCIAL MARKETS | $13.9M | 6,692 | 0.00% | 31q | -4.7%-$686.7K |
| BARCLAYS PLC | $13.7M | 6,585 | 0.00% | 31q | +39.0%+$3.8M |
| GABELLI FUNDS LLC | $13.4M | 6,462 | 0.09% | 18q | -2.6%-$355.8K |
| MARSHALL WACE, LLP | $13.2M | 6,336 | 0.01% | new | NEW |
| Saber Capital Managment, LLC | $13.2M | 6,329 | 8.96% | 5q | +0.8%+$106.1K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $13.1M | 6,280 | 0.02% | 31q | -22.5%-$3.8M |
| Bridgewater Associates, LP | $13.0M | 6,236 | 0.05% | 4q | -33.0%-$6.4M |
| IMC-Chicago, LLC | $12.7M CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| HSBC HOLDINGS PLC | $12.6M | 6,077 | 0.01% | 19q | -28.5%-$5.0M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G | BlackRock, Inc. | 5.1% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-14 | 2026-09-11 | Charter or bylaws amended | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-04 | Alemany Ellen R | Director | Sold | 2,520 | $5.2M ×8 |
| 2026-08-19 | Morais Diane E. | Director | Bought | 50 | $108.4K ×2 |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-12 | HOLDING FRANK B JR | Chairman and CEO | Sold | 5,346 | $10.3M |
| 2026-05-12 | HOLDING FRANK B JR | Chairman and CEO | Bought | 5,940 | $10.3M |
| 2026-06-05 | HOLDING FRANK B JR | Chairman and CEO | Bought | 528 | $957.5K ×13 |
| 2026-06-05 | HOLDING FRANK B JR | Chairman and CEO | Bought | 335 | $643.5K ×14 |
| 2026-06-04 | HOLDING FRANK B JR | Chairman and CEO | Bought | 225 | $394.2K ×13 |
| 2026-06-05 | HOLDING FRANK B JR | Chairman and CEO | Bought | 137 | $276.6K ×9 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 185 | $586.2M | 284,498 | 15 | 46 | 48 | 0.0% |
| Q2 2026 | 634 | $14.1B | 6,716,425 | 81 | 168 | 219 | 1.2% |
| Q1 2026 | 611 | $13.3B | 6,976,296 | 56 | 165 | 218 | 1.2% |
| Q4 2025 | 658 | $15.8B | 7,257,043 | 82 | 190 | 209 | 1.4% |
| Q3 2025 | 625 | $14.1B | 7,725,563 | 74 | 190 | 193 | 1.7% |
| Q2 2025 | 612 | $16.1B | 8,105,154 | 69 | 196 | 208 | 1.7% |
| Q1 2025 | 616 | $15.6B | 8,268,353 | 70 | 200 | 188 | 2.0% |
| Q4 2024 | 623 | $18.3B | 8,445,828 | 62 | 171 | 220 | 2.3% |
| Q3 2024 | 591 | $17.0B | 8,990,452 | 69 | 188 | 205 | 2.7% |
| Q2 2024 | 579 | $16.0B | 9,272,418 | 73 | 183 | 195 | 2.3% |
| Q1 2024 | 564 | $15.5B | 9,291,612 | 72 | 163 | 193 | 1.9% |
| Q4 2023 | 551 | $13.0B | 9,083,148 | 70 | 187 | 153 | 1.1% |
| Q3 2023 | 503 | $12.6B | 8,944,943 | 59 | 146 | 174 | 1.7% |
| Q2 2023 | 477 | $12.0B | 9,131,758 | 110 | 120 | 160 | 2.3% |
| Q1 2023 | 415 | $9.7B | 9,569,674 | 103 | 96 | 149 | 4.2% |
| Q4 2022 | 397 | $7.0B | 9,074,670 | 56 | 101 | 137 | 1.9% |
| Q3 2022 | 362 | $24.3B | 30,281,249 | 60 | 88 | 106 | 0.7% |
| Q2 2022 | 336 | $19.6B | 29,790,644 | 52 | 109 | 84 | 0.4% |
| Q1 2022 | 347 | $19.7B | 29,358,023 | 157 | 128 | 34 | 0.8% |
| Q4 2021 | 238 | $11.5B | 13,900,393 | 32 | 58 | 74 | 0.1% |
| Q3 2021 | 212 | $14.2B | 16,842,249 | 16 | 40 | 83 | 0.0% |
| Q2 2021 | 215 | $16.3B | 19,633,389 | 26 | 70 | 63 | 0.0% |
| Q1 2021 | 210 | $10.9B | 13,052,659 | 41 | 48 | 71 | 0.0% |
| Q4 2020 | 195 | $7.3B | 12,705,922 | 48 | 42 | 72 | 0.0% |
| Q3 2020 | 174 | $5.6B | 17,655,799 | 27 | 41 | 66 | 0.0% |
| Q2 2020 | 162 | $6.6B | 16,327,312 | 22 | 35 | 68 | 0.0% |
| Q1 2020 | 160 | $4.2B | 12,766,606 | 16 | 46 | 59 | 0.0% |
| Q4 2019 | 184 | $6.6B | 12,411,973 | 29 | 43 | 65 | 0.0% |
| Q3 2019 | 174 | $6.2B | 13,245,859 | 25 | 50 | 46 | 0.0% |
| Q2 2019 | 165 | $6.0B | 13,380,014 | 10 | 43 | 69 | 0.0% |
| Q1 2019 | 173 | $5.5B | 13,502,653 | 16 | 54 | 58 | 0.0% |
| Q4 2018 | 179 | $5.2B | 13,851,431 | 3 | 3 | 1 | 0.0% |