Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

FIRST CITIZENS BANCSHARES INC /DE/

CIK 0000798941FCNCAFCNCBFCNCNFCNCO· quarter ending 2026-06-30

Shares outstanding

11,293,120

as of 2026-08-03 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

6,716,310

65.3% of Common Class A

Holders

627

+23 vs 2026-03-31 · 87 new, 64 exited

Value

$14.0B

shares -3.7% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	FCNCA · NASDAQ	10,287,935	6,716,310	65.3%	627	31946M103
Common Class B	not listed	1,005,185	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
31946M103	CL A	627	6,716,310	10,287,935	65.3%	$14.0B	7 call / 6 put	13DG	holders →
31946M202	Comnot common	5	25,187	—	—	$3.3M	—	13DG	holders →
31959X400	PFDnot common	2	9,000 $38K principal	—	—	$1.2M	—	NPORT	holders →
319626305	PFDnot common	1	1,000	—	—	$20K	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 9 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 627 · 31946M103)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	HARRIS ASSOCIATES L P	919,347	8.94%	$1.9B	-28,754 (-3.0%)
2	BlackRock, Inc.	859,143	8.35%	$1.8B	-145,107 (-14.4%)
3	Dodge & Cox	404,215	3.93%	$841.1M	+11,128 (+2.8%)
4	VANGUARD CAPITAL MANAGEMENT LLC	358,575	3.49%	$746.1M	-28,839 (-7.4%)
5	VANGUARD PORTFOLIO MANAGEMENT LLC	312,316	3.04%	$649.9M	-36,407 (-10.4%)
6	STATE STREET CORP	208,230	2.02%	$433.3M	-14,810 (-6.6%)
7	JPMORGAN CHASE & CO	184,805	1.80%	$384.3M	-79,809 (-30.2%)
8	GEODE CAPITAL MANAGEMENT, LLC	171,811	1.67%	$356.7M	-9,161 (-5.1%)
9	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	154,960	1.51%	$322.4M	+22,130 (+16.7%)
10	COATUE MANAGEMENT LLC	139,498	1.36%	$290.3M	—
11	CHECK CAPITAL MANAGEMENT INC/CA	133,063	1.29%	$276.9M	+88,995 (+201.9%)
12	DIMENSIONAL FUND ADVISORS LP	126,898	1.23%	$264.1M	+951 (+0.8%)
13	FMR LLC	121,519	1.18%	$252.9M	-13,148 (-9.8%)
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	120,114	1.17%	$249.9M	-1,918 (-1.6%)
15	MORGAN STANLEY	99,191	0.96%	$206.4M	-38,249 (-27.8%)
16	Allspring Global Investments Holdings, LLC	92,699	0.90%	$196.7M	+823 (+0.9%)
17	REINHART PARTNERS, LLC.	84,206	0.82%	$175.3M	+5,909 (+7.5%)
18	FIRST CITIZENS BANK & TRUST CO	75,121	0.73%	$156.3M	-1,517 (-2.0%)
19	D. E. Shaw & Co., Inc.	74,642	0.73%	$155.3M	+4,403 (+6.3%)
20	BANK OF AMERICA CORP /DE/	71,630	0.70%	$149.0M	-3,992 (-5.3%)
21	ALLIANCEBERNSTEIN L.P.	67,445	0.66%	$127.1M	-5,993 (-8.2%)
22	NORGES BANK	64,804	0.63%	$134.8M	NEW
23	GOLDMAN SACHS GROUP INC	60,759	0.59%	$126.4M	+8,535 (+16.3%)
24	NORTHERN TRUST CORP	58,066	0.56%	$120.8M	-2,854 (-4.7%)
25	MILLENNIUM MANAGEMENT LLC	57,311	0.56%	$119.3M	+45,611 (+389.8%)
26	VANGUARD FIDUCIARY TRUST CO	57,262	0.56%	$119.2M	-1,732 (-2.9%)
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	56,346	0.55%	$117.2M	+3,813 (+7.3%)
28	UBS Group AG	54,214	0.53%	$112.8M	-6,075 (-10.1%)
29	FIRST TRUST ADVISORS LP	49,908	0.49%	$103.8M	+6,661 (+15.4%)
30	FULLER & THALER ASSET MANAGEMENT, INC.	41,023	0.40%	$85.4M	+16,611 (+68.0%)
31	River Road Asset Management, LLC	39,784	0.39%	$82.8M	-10,367 (-20.7%)
32	Bank of New York Mellon Corp	39,181	0.38%	$81.5M	-2,373 (-5.7%)
33	BROWN ADVISORY INC	36,593	0.36%	$76.1M	-50,531 (-58.0%)
34	Alberta Investment Management Corp	36,176	0.35%	$75.3M	—
35	THOMPSON SIEGEL & WALMSLEY LLC	29,211	0.28%	$60.8M	-10,715 (-26.8%)
36	Qube Research & Technologies Ltd	25,484	0.25%	$53.0M	NEW
37	Legal & General Group Plc	25,219	0.25%	$52.5M	-5,606 (-18.2%)
38	WELLINGTON MANAGEMENT GROUP LLP	23,855	0.23%	$49.6M	-9,495 (-28.5%)
39	WELLS FARGO & COMPANY/MN	23,580	0.23%	$49.1M	+21 (+0.1%)
40	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	23,561	0.23%	$49.0M	+11,599 (+97.0%)
41	RENAISSANCE TECHNOLOGIES LLC	23,086	0.22%	$48.0M	+7,800 (+51.0%)
42	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	23,056	0.22%	$48.0M	—
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	22,384	0.22%	$46.6M	+12,297 (+121.9%)
44	WORLDQUANT MILLENNIUM ADVISORS LLC	19,929	0.19%	$41.5M	-334 (-1.6%)
45	AMERICAN CENTURY COMPANIES INC	19,608	0.19%	$40.8M	+5,602 (+40.0%)
46	JONES FINANCIAL COMPANIES LLLP	19,602	0.19%	$40.8M	+1,229 (+6.7%)
47	NATIXIS ADVISORS, LLC	19,464	0.19%	$40.5M	-596 (-3.0%)
48	Invesco Ltd.	19,330	0.19%	$40.2M	-1,737 (-8.2%)
49	RAYMOND JAMES FINANCIAL INC	18,848	0.18%	$39.2M	+779 (+4.3%)
50	Artisan Partners Limited Partnership	18,449	0.18%	$38.4M	-10,508 (-36.3%)
51	California Public Employees Retirement System	18,224	0.18%	$37.9M	-766 (-4.0%)
52	SYSTEMATIC FINANCIAL MANAGEMENT LP	17,534	0.17%	$36.5M	+800 (+4.8%)
53	Sumitomo Mitsui Trust Group, Inc.	16,951	0.16%	$35.3M	-1,888 (-10.0%)
54	ENVESTNET ASSET MANAGEMENT INC	16,792	0.16%	$34.9M	-224 (-1.3%)
55	VANGUARD ASSET MANAGEMENT, Ltd	16,167	0.16%	$33.6M	+41 (+0.3%)
56	Anchor Investment Management, LLC	15,975	0.16%	$33.2M	+2,755 (+20.8%)
57	CITIGROUP INC	15,547	0.15%	$32.4M	-76 (-0.5%)
58	Bronte Capital Management Pty Ltd.	14,179	0.14%	$29.5M	-2,313 (-14.0%)
59	SG Americas Securities, LLC	13,335	0.13%	$27.7M	+2,349 (+21.4%)
60	BANK OF MONTREAL /CAN/	13,180	0.13%	$27.4M	-1,215 (-8.4%)
61	Prana Capital Management, LP	13,076	0.13%	$27.2M	+1,633 (+14.3%)
62	DEUTSCHE BANK AG\	12,354	0.12%	$25.7M	+841 (+7.3%)
63	Amundi	12,088	0.12%	$25.2M	+891 (+8.0%)
64	CORTLAND ASSOCIATES INC/MO	11,498	0.11%	$23.9M	-5,823 (-33.6%)
65	Nuveen, LLC	11,277	0.11%	$23.5M	-1,370 (-10.8%)
66	CITIZENS FINANCIAL GROUP INC/RI	11,238	0.11%	$23.4M	+112 (+1.0%)
67	FRANKLIN RESOURCES INC	11,237	0.11%	$23.4M	+3,823 (+51.6%)
68	Squarepoint Ops LLC	10,769	0.10%	$22.4M	NEW
69	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	10,695	0.10%	$22.3M	-1,556 (-12.7%)
70	SEI INVESTMENTS CO	10,651	0.10%	$22.2M	-2,762 (-20.6%)
71	BROWN BROTHERS HARRIMAN & CO	10,605	0.10%	$22.1M	—
72	RHUMBLINE ADVISERS	10,559	0.10%	$22.0M	-927 (-8.1%)
73	TRUIST FINANCIAL CORP	10,069	0.10%	$21.0M	+286 (+2.9%)
74	Cannell & Spears LLC	9,554	0.09%	$19.9M	-1,517 (-13.7%)
75	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	9,341	0.09%	$19.4M	—
76	PRICE T ROWE ASSOCIATES INC /MD/	9,021	0.09%	$18.8M	+277 (+3.2%)
77	Gator Capital Management, LLC	8,958	0.09%	$18.6M	-1,224 (-12.0%)
78	Mitsubishi UFJ Asset Management Co., Ltd.	8,922	0.09%	$18.6M	-22 (-0.2%)
79	KLP KAPITALFORVALTNING AS	8,670	0.08%	$18.0M	—
80	Quantinno Capital Management LP	8,315	0.08%	$17.3M	+2,014 (+32.0%)
81	KBC Group NV	8,292	0.08%	$17.3M	-5,133 (-38.2%)
82	ROYAL LONDON ASSET MANAGEMENT LTD	8,069	0.08%	$16.8M	+19 (+0.2%)
83	ArrowMark Colorado Holdings LLC	7,886	0.08%	$16.4M	—
84	Caisse de depot et placement du Quebec	7,775	0.08%	$16.2M	+79 (+1.0%)
85	HRT FINANCIAL LP	7,686	0.07%	$16.0M	NEW
86	JANE STREET GROUP, LLC	7,544	0.07%	$15.7M	-756 (-9.1%)
87	DANSKE BANK A/S	7,327	0.07%	$15.2M	-1,851 (-20.2%)
88	MANUFACTURERS LIFE INSURANCE COMPANY, THE	7,118	0.07%	$14.8M	-62 (-0.9%)
89	Livforsakringsbolaget Skandia, Omsesidigt	7,049	0.07%	$14.7M	+7,040 (+78222.2%)
90	AMERIPRISE FINANCIAL INC	6,863	0.07%	$14.3M	-254 (-3.6%)
91	BNP PARIBAS FINANCIAL MARKETS	6,692	0.07%	$13.9M	-330 (-4.7%)
92	BARCLAYS PLC	6,585	0.06%	$13.7M	+1,848 (+39.0%)
93	GABELLI FUNDS LLC	6,462	0.06%	$13.4M	-171 (-2.6%)
94	MARSHALL WACE, LLP	6,336	0.06%	$13.2M	NEW
95	Saber Capital Managment, LLC	6,329	0.06%	$13.2M	+51 (+0.8%)
96	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	6,280	0.06%	$13.1M	-1,825 (-22.5%)
97	Bridgewater Associates, LP	6,236	0.06%	$13.0M	-3,078 (-33.0%)
98	HSBC HOLDINGS PLC	6,077	0.06%	$12.6M	-2,425 (-28.5%)
99	LPL Financial LLC	6,032	0.06%	$12.6M	+753 (+14.3%)
100	CITADEL ADVISORS LLC	5,716	0.06%	$11.9M	-20,439 (-78.1%)
101	CAPTRUST FINANCIAL ADVISORS	5,632	0.05%	$11.7M	+25 (+0.4%)
102	BARR E S & CO	5,546	0.05%	$11.5M	-232 (-4.0%)
103	AWH Capital, L.P.	5,470	0.05%	$11.4M	+2,735 (+100.0%)
104	AVIVA PLC	5,403	0.05%	$11.2M	+92 (+1.7%)
105	TWO SIGMA INVESTMENTS, LP	5,363	0.05%	$11.2M	+2,833 (+112.0%)
106	Mitsubishi UFJ Trust & Banking Corp	5,339	0.05%	$11.1M	-78 (-1.4%)
107	VICTORY CAPITAL MANAGEMENT INC	5,196	0.05%	$10.8M	-45 (-0.9%)
108	ROYAL BANK OF CANADA	5,161	0.05%	$10.7M	+419 (+8.8%)
109	AQR CAPITAL MANAGEMENT LLC	4,963	0.05%	$10.3M	-3,421 (-40.8%)
110	Pictet Asset Management Holding SA	4,859	0.05%	$10.1M	-579 (-10.6%)
111	LEVEL FOUR ADVISORY SERVICES, LLC	4,852	0.05%	$10.1M	+33 (+0.7%)
112	Korea Investment CORP	4,843	0.05%	$10.1M	-4,077 (-45.7%)
113	Stieven Capital Advisors, L.P.	4,815	0.05%	$10.0M	-1,276 (-20.9%)
114	Sendero Wealth Management, LLC	4,780	0.05%	$9.9M	+217 (+4.8%)
115	Colonial Trust Co / SC	4,646	0.05%	$9.7M	-67 (-1.4%)
116	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	4,607	0.04%	$9.7M	+2,290 (+98.8%)
117	Vanguard Global Advisers, LLC	4,543	0.04%	$9.5M	-537 (-10.6%)
118	NEW YORK STATE COMMON RETIREMENT FUND	4,431	0.04%	$9.2M	-500 (-10.1%)
119	STIFEL FINANCIAL CORP	4,344	0.04%	$9.0M	-72 (-1.6%)
120	Siena Capital Partners GP, LLC	4,344	0.04%	$9.0M	—
121	Swedbank AB	4,295	0.04%	$8.9M	-19 (-0.4%)
122	Russell Investments Group, Ltd.	4,142	0.04%	$8.6M	+289 (+7.5%)
123	Asset Management One Co., Ltd.	3,997	0.04%	$8.3M	+656 (+19.6%)
124	STATE OF WISCONSIN INVESTMENT BOARD	3,938	0.04%	$8.2M	-987 (-20.0%)
125	Vanguard Investments Australia, Ltd.	3,912	0.04%	$8.1M	-397 (-9.2%)
126	XTX Topco Ltd	3,720	0.04%	$7.7M	-2,743 (-42.4%)
127	CANADA PENSION PLAN INVESTMENT BOARD	3,652	0.04%	$7.6M	-3,859 (-51.4%)
128	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	3,605	0.04%	$7.5M	-200 (-5.3%)
129	Live Oak Private Wealth LLC	3,454	0.03%	$7.2M	-11 (-0.3%)
130	Universal- Beteiligungs- und Servicegesellschaft mbH	3,447	0.03%	$7.2M	-321 (-8.5%)
131	Private Advisor Group, LLC	3,419	0.03%	$7.1M	-109 (-3.1%)
132	Treasurer of the State of North Carolina	3,411	0.03%	$7.1M	-340 (-9.1%)
133	Alyeska Investment Group, L.P.	3,332	0.03%	$6.9M	NEW
134	SHEETS SMITH WEALTH MANAGEMENT	3,210	0.03%	$6.7M	+300 (+10.3%)
135	COMMERCE BANK	3,205	0.03%	$6.7M	-3,741 (-53.9%)
136	Pathstone Holdings, LLC	3,189	0.03%	$6.6M	-264 (-7.6%)
137	WESTFIELD CAPITAL MANAGEMENT CO LP	3,185	0.03%	$6.6M	—
138	Steward Partners Investment Advisory, LLC	3,102	0.03%	$6.5M	+235 (+8.2%)
139	Handelsbanken Fonder AB	3,042	0.03%	$6.3M	—
140	Rhino Investment Partners, Inc	2,980	0.03%	$6.2M	NEW
141	Huber Capital Management LLC	2,943	0.03%	$6.1M	—
142	STEPHENS INC /AR/	2,901	0.03%	$6.0M	-249 (-7.9%)
143	Wilmington Savings Fund Society, FSB	2,854	0.03%	$5.9M	-37 (-1.3%)
144	Marnell Management LLC	2,829	0.03%	$5.9M	+330 (+13.2%)
145	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	2,823	0.03%	$5.9M	—
146	Arax Advisory Partners	2,790	0.03%	$5.8M	+2,573 (+1185.7%)
147	Janney Montgomery Scott LLC	2,765	0.03%	$5.8M	-92 (-3.2%)
148	CANADA LIFE ASSURANCE Co	2,738	0.03%	$5.7M	-131 (-4.6%)
149	Creative Planning	2,630	0.03%	$5.5M	+171 (+7.0%)
150	NOMURA ASSET MANAGEMENT CO LTD	2,590	0.03%	$5.4M	-325 (-11.1%)
151	ARMOR ADVISORS, L.L.C.	2,510	0.02%	$5.2M	-71 (-2.8%)
152	LRT Capital Management, LLC	2,499	0.02%	$5.2M	+1,351 (+117.7%)
153	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	2,435	0.02%	$5.1M	—
154	Petiole USA ltd	2,415	0.02%	$5.0M	—
155	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	2,283	0.02%	$4.8M	-267 (-10.5%)
156	State of New Jersey Common Pension Fund D	2,276	0.02%	$4.7M	-417 (-15.5%)
157	ASSETMARK, INC	2,228	0.02%	$4.6M	+81 (+3.8%)
158	Inspire Investing, LLC	2,200	0.02%	$4.6M	+358 (+19.4%)
159	ARIZONA STATE RETIREMENT SYSTEM	2,173	0.02%	$4.5M	-157 (-6.7%)
160	Mn Services Vermogensbeheer B.V.	2,165	0.02%	$4.5M	-1,400 (-39.3%)
161	OSAIC HOLDINGS, INC.	2,145	0.02%	$4.5M	+429 (+25.0%)
162	TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	2,138	0.02%	$4.4M	—
163	Resona Asset Management Co.,Ltd.	2,082	0.02%	$4.3M	-407 (-16.4%)
164	ASR Vermogensbeheer N.V.	2,025	0.02%	$4.2M	NEW
165	TWO SIGMA SECURITIES, LLC	1,977	0.02%	$4.1M	+1,042 (+111.4%)
166	ExodusPoint Capital Management, LP	1,970	0.02%	$4.1M	NEW
167	Schonfeld Strategic Advisors LLC	1,968	0.02%	$4.1M	-350 (-15.1%)
168	HARBOR CAPITAL ADVISORS, INC.	1,957	0.02%	$4.1M	+22 (+1.1%)
169	Vest Financial, LLC	1,942	0.02%	$4.0M	+29 (+1.5%)
170	VOLORIDGE INVESTMENT MANAGEMENT, LLC	1,941	0.02%	$4.0M	-935 (-32.5%)
171	MML INVESTORS SERVICES, LLC	1,940	0.02%	$4.0M	+531 (+37.7%)
172	Daiwa Securities Group Inc.	1,929	0.02%	$4.0M	-230 (-10.7%)
173	Zurcher Kantonalbank (Zurich Cantonalbank)	1,927	0.02%	$4.0M	+19 (+1.0%)
174	SEB Asset Management AB	1,907	0.02%	$4.0M	+29 (+1.5%)
175	Ensign Peak Advisors, Inc	1,881	0.02%	$3.9M	+865 (+85.1%)
176	Jump Financial, LLC	1,877	0.02%	$3.9M	+1,769 (+1638.0%)
177	Federation des caisses Desjardins du Quebec	1,851	0.02%	$3.9M	+540 (+41.2%)
178	Connor, Clark & Lunn Investment Management Ltd.	1,842	0.02%	$3.8M	NEW
179	Cerity Partners LLC	1,810	0.02%	$3.8M	-179 (-9.0%)
180	Evergreen Wealth Management, LLC	1,786	0.02%	$3.7M	+34 (+1.9%)
181	IFM Investors Pty Ltd	1,753	0.02%	$3.6M	+84 (+5.0%)
182	DNB Asset Management AS	1,735	0.02%	$3.6M	—
183	CAXTON ASSOCIATES LLP	1,708	0.02%	$3.6M	-120 (-6.6%)
184	Lansforsakringar Fondforvaltning AB (publ)	1,697	0.02%	$3.5M	NEW
185	Man Group plc	1,653	0.02%	$3.4M	-119 (-6.7%)
186	OPPENHEIMER & CO INC	1,649	0.02%	$3.4M	+49 (+3.1%)
187	Orion Porfolio Solutions, LLC	1,643	0.02%	$3.4M	+226 (+15.9%)
188	TD Asset Management Inc	1,624	0.02%	$3.4M	+26 (+1.6%)
189	CIBC Asset Management Inc	1,577	0.02%	$3.3M	+1,004 (+175.2%)
190	Nykredit A/S	1,540	0.01%	$3.2M	NEW
191	NATIONAL BANK OF CANADA /FI/	1,536	0.01%	$3.2M	+545 (+55.0%)
192	Annandale Capital, LLC	1,530	0.01%	$3.2M	—
193	PRINCIPAL FINANCIAL GROUP INC	1,481	0.01%	$3.1M	+840 (+131.0%)
194	Y-Intercept (Hong Kong) Ltd	1,455	0.01%	$3.0M	NEW
195	Waverly Advisors, LLC	1,452	0.01%	$3.0M	-1,497 (-50.8%)
196	SELDON CAPITAL LP	1,434	0.01%	$3.0M	—
197	SouthState Bank Corp	1,415	0.01%	$2.9M	—
198	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,400	0.01%	$2.9M	+43 (+3.2%)
199	OPPENHEIMER ASSET MANAGEMENT INC.	1,342	0.01%	$2.8M	-108 (-7.4%)
200	Fieldview Capital Management, LLC	1,342	0.01%	$2.8M	-605 (-31.1%)
201	Ethic Inc.	1,312	0.01%	$2.7M	NEW
202	Aptus Capital Advisors, LLC	1,310	0.01%	$2.7M	+40 (+3.1%)
203	Founders Financial Alliance, LLC	1,283	0.01%	$2.7M	—
204	FIFTH THIRD BANCORP	1,280	0.01%	$2.7M	-25 (-1.9%)
205	TUDOR INVESTMENT CORP ET AL	1,264	0.01%	$2.6M	-2,114 (-62.6%)
206	GUARDIAN WEALTH ADVISORS, LLC / NC	1,244	0.01%	$2.6M	—
207	Tradewinds, LLC.	1,244	0.01%	$6.2M	-1,379 (-52.6%)
208	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1,225	0.01%	$2.5M	-38 (-3.0%)
209	Utah Retirement Systems	1,216	0.01%	$2.5M	-208 (-14.6%)
210	EJF Capital LP	1,215	0.01%	$2.5M	-586 (-32.5%)
211	EP Wealth Advisors, LLC	1,207	0.01%	$2.5M	+33 (+2.8%)
212	Delta Global Management LP	1,193	0.01%	$2.5M	+219 (+22.5%)
213	NLB Skladi, upravljanje premozenja, d.o.o.	1,190	0.01%	$2.5M	—
214	Police & Firemen's Retirement System of New Jersey	1,182	0.01%	$2.5M	-168 (-12.4%)
215	Allegiance Financial Group Advisory Services LLC	1,182	0.01%	$2.5M	-47 (-3.8%)
216	ALLSTATE CORP	1,174	0.01%	$2.4M	+560 (+91.2%)
217	BI Asset Management Fondsmaeglerselskab A/S	1,159	0.01%	$2.4M	+754 (+186.2%)
218	Catalyst Funds Management Pty Ltd	1,155	0.01%	$2.4M	+319 (+38.2%)
219	Atlantic Union Bankshares Corp	1,150	0.01%	$2.4M	-10 (-0.9%)
220	Midwest Professional Planners, LTD.	1,146	0.01%	$2.4M	+135 (+13.4%)
221	NewEdge Advisors, LLC	1,144	0.01%	$2.4M	-446 (-28.1%)
222	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	1,139	0.01%	$2.4M	-44 (-3.7%)
223	Assenagon Asset Management S.A.	1,138	0.01%	$2.4M	-4,118 (-78.3%)
224	Independent Advisor Alliance	1,137	0.01%	$2.4M	+6 (+0.5%)
225	AXXCESS WEALTH MANAGEMENT, LLC	1,137	0.01%	$2.4M	NEW
226	Cetera Investment Advisers	1,105	0.01%	$2.3M	-195 (-15.0%)
227	DekaBank Deutsche Girozentrale	1,094	0.01%	$2.0M	—
228	&PARTNERS	1,089	0.01%	$2.3M	+107 (+10.9%)
229	Swiss Life Asset Management Ltd	1,078	0.01%	$2.2M	+247 (+29.7%)
230	XPONANCE LLC	1,061	0.01%	$2.2M	-124 (-10.5%)
231	Clearstead Advisors, LLC	1,058	0.01%	$2.2M	+242 (+29.7%)
232	REGIONS FINANCIAL CORP	1,050	0.01%	$2.2M	-27 (-2.5%)
233	NORDEA INVESTMENT MANAGEMENT AB	1,044	0.01%	$2.2M	-487 (-31.8%)
234	TORONTO DOMINION BANK	1,043	0.01%	$2.2M	-66 (-6.0%)
235	NISSAY ASSET MANAGEMENT CORP /JAPAN	1,039	0.01%	$2.2M	-81 (-7.2%)
236	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1,022	0.01%	$2.1M	+958 (+1496.9%)
237	WHITTIER TRUST CO	1,021	0.01%	$2.2M	-188 (-15.6%)
238	Mraz, Amerine & Associates, Inc.	1,013	0.01%	$2.1M	-48 (-4.5%)
239	Laurion Capital Management LP	1,009	0.01%	$2.1M	-65 (-6.1%)
240	De Lisle Partners LLP	1,000	0.01%	$2.1M	—
241	OP Asset Management Ltd	961	0.01%	$2.0M	—
242	PNC Financial Services Group, Inc.	956	0.01%	$2.0M	-100 (-9.5%)
243	WEDBUSH SECURITIES INC	954	0.01%	$2.0M	-15 (-1.5%)
244	Trust Co of the South	947	0.01%	$2.0M	—
245	BLAIR WILLIAM & CO/IL	941	0.01%	$2.0M	-26 (-2.7%)
246	Corient Private Wealth LP	921	0.01%	$1.9M	-533 (-36.7%)
247	Sumitomo Mitsui DS Asset Management Company, Ltd	910	0.01%	$1.9M	-11 (-1.2%)
248	Vanguard Personalized Indexing Management, LLC	901	0.01%	$1.9M	+19 (+2.2%)
249	Merrion Investment Management Co, LLC	876	0.01%	$1.8M	—
250	Eurizon Capital SGR S.p.A.	859	0.01%	$1.8M	+58 (+7.2%)

Exited since 2026-03-31 (64 filers; largest 25 shown)

Alua Capital Management LP	−23,159
Tredje AP-fonden	−3,778
DARK FOREST CAPITAL MANAGEMENT LP	−3,453
Harvest Portfolios Group Inc.	−3,073
Susquehanna Portfolio Strategies, LLC	−2,983
AustralianSuper Pty Ltd	−2,799
OCCUDO QUANTITATIVE STRATEGIES LP	−1,995
Tidal Investments LLC	−1,310
U.S. Capital Wealth Advisors, LLC	−1,247
Virtu Financial LLC	−1,241
HANCOCK WHITNEY CORP	−1,039
Envestnet Portfolio Solutions, Inc.	−1,021
JANUS HENDERSON GROUP PLC	−815
Freemont Management S.A.	−800
SkyView Investment Advisors, LLC	−734
Venator Management LLC	−686
SummitTX Capital, L.P.	−581
Nicholas Investment Partners, LP	−567
Stonehage Fleming Financial Services Holdings Ltd	−501
Sunbelt Securities, Inc.	−500
AG2R LA MONDIALE GESTION D'ACTIFS	−396
CenterBook Partners LP	−384
Lighthouse Investment Partners, LLC	−370
EXENCIAL WEALTH ADVISORS, LLC	−347
Marmo Financial Group, LLC	−308

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Carson H. Brice	SCHEDULE 13D/A	2026-08-11	2026-08-07	296,883	2.89%
Claire H. Bristow	SCHEDULE 13D/A	2026-08-11	2026-08-07	513,415	5%
Frank B. Holding, Jr.	SCHEDULE 13D/A	2026-08-11	2026-08-07	583,959	5.69%
Hope H. Bryant	SCHEDULE 13D/A	2026-08-11	2026-08-07	349,311	3.4%
Olivia B. Holding	SCHEDULE 13D/A	2026-08-11	2026-08-07	916,649	8.93%
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-28	2026-06-30	494,453	4.7%
BlackRock Portfolio Management LLC	SCHEDULE 13G/A	2026-04-30	2026-03-31	449,706	4.2%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Harris Associates, Inc.	SCHEDULE 13G/A	2026-02-17	2025-12-31	928,944	8.1%
HARRIS ASSOCIATES L P	SCHEDULE 13G/A	2026-02-17	2025-12-31	928,944	8.1%
Lewis R. Holding II	SCHEDULE 13D/A	2025-12-22	2025-12-22	60,115	5.98%
Capital Research Global Investors	SCHEDULE 13G/A	2025-11-13	2025-09-30	119,673	1%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.