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First Citizens BancShares, Inc. (FCNCA)

USD2,105.92 -0.14 (-0.01%)
US NASDAQ Financial Services Banks - Regional
Address 4300 Six Forks Road 27609
Raleigh, NC, US
CEO Frank Brown Holding Jr.
IPO 1986-10-22
CIK 798941 ISIN US31946M1036

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Also trades on NASDAQ Global Select · FCNCA (USD) NASDAQ Global Select · FCNCO (USD) NASDAQ Global Select · FCNCP (USD) Other OTC · FCNCB (USD)
Description

First Citizens BancShares, Inc. (FCNCA) functions as the parent company for First-Citizens Bank & Trust Company, offering a comprehensive suite of retail and commercial banking services to individuals, businesses, and professionals. Its deposit offerings encompass various account types, including checking, savings, money market, and certificates of deposit (time deposit accounts). The company's loan portfolio is extensive, featuring commercial credits for construction and land development, commercial mortgages, commercial and industrial (C&I) financing, and lease financing. It also provided Small Business Administration (SBA) Paycheck Protection Program (PPP) loans. For consumers, loan options span residential and revolving mortgages, construction and land development loans, auto financing, and various other personal lending products. Beyond core banking, First Citizens provides treasury management solutions, cardholder and merchant services, and comprehensive wealth management offerings. Its investment product suite encompasses annuities, discount brokerage, and access to third-party mutual funds, complemented by investment management and advisory services. Specialized services further extend to defined benefit and defined contribution plans, insurance, private banking, trust and fiduciary services, philanthropic advisement, and special asset management. Customers can access these diverse products and services through a robust branch network, alongside modern digital banking platforms, telephone banking, and extensive ATM networks. As of December 31, 2021, First Citizens maintained a physical presence with 529 branches spread across 19 states: Arizona, California, Colorado, Florida, Georgia, Kansas, Maryland, Missouri, North Carolina, New Mexico, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, and West Virginia. Founded in 1898, the company's corporate headquarters are situated in Raleigh, North Carolina.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
First Citizens BancShares, Inc. FCNCB 2014-07-17 View
CIT GROUP CIT 2020-11-16 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD2,105.92 -0.14 (-0.01%)
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Volume Profile
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Liquidity & share structure
Average Volume
74.4K
Beta
0.62
Float Shares
7.54M
Free Float %
65.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.92% -0.17% +0.34% +4.87% +6.00% -7.25% +7.66% +56.84% +129.59% +668.36% +5,587.17%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Hold
Price Targets & DCF
Current price
2,105.92
Low 2,050.00 -2.7%
Consensus 2,234.20 +6.1%
Median 2,300.00 +9.2%
High 2,346.00 +11.4%
DCF (Unlevered) 17,925.27 +751.2%
DCF (Levered) 9,216.54 +337.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 33% Bullish
Rating 2026-05 Change
Strong Buy 2 -1
Buy 2 -3
Hold 8 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
2,050.00
-2.7%
Last Year 14
2,224.07
+5.6%
All Time 22
2,131.23
+1.2%
Quality scores
Altman Z-Score
-0.46
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    -3.0% Q1'26: -1.3% (vs Q1'25)
  • EPS growth
    -12.5% Q1'26: +23.7% (vs Q1'25)
  • FCF margin
    Q1'26: -0.6% (vs Q1'25)
  • EBIT margin
    Q1'26: +20.3% (vs Q1'25)
  • ROIC
    Q1'26: +6.8% (vs Q1'25)
  • Share dilution
    -13.8% Q1'26: -12.2% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 10.37× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.63) × ERP
WACC = 41% × Ke + 59% × Kd (13.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 17,925.27 Current price: 2,105.92
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2010
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
8 EPS Ana.
Dec 2027
5 Rev. Ana.
8 EPS Ana.
Dec 2028
1 Rev. Ana.
7 EPS Ana.
Revenue
1.24B
est: 1.12B (+10.4%)
1.90B
est: 1.82B (+4.2%)
5.10B
est: 4.11B (+24.1%)
12.64B
est: 8.44B (+49.8%)
14.94B
est: 9.30B (+60.6%)
14.50B
est: 8.81B (+64.5%)
8.76B
8.75B – 8.78B
-0.6% YoY
9.19B
9.07B – 9.47B
+4.9% YoY
9.97B
9.86B – 10.12B
+8.4% YoY
EBITDA
366.32M
est: 500.51M (-26.8%)
844.00M
est: 766.84M (+10.1%)
1.90B
est: 1.22B (+55.2%)
12.02B
est: 1.34B (+795.0%)
3.72B
est: 4.19B (-11.1%)
3.40B
est: 3.97B (-14.4%)
3.94B
3.94B – 3.95B
-0.6% YoY
4.14B
4.08B – 4.26B
+4.9% YoY
4.49B
4.44B – 4.56B
+8.4% YoY
EBIT
303.56M
est: 483.71M (-37.2%)
701.00M
est: 785.36M (-10.7%)
1.36B
est: 352.05M (+286.9%)
12.08B
est: 387.25M (+3,018.7%)
3.59B
est: 3.79B (-5.2%)
2.97B
est: 3.59B (-17.3%)
3.57B
3.57B – 3.58B
-0.6% YoY
3.74B
3.70B – 3.86B
+4.9% YoY
4.06B
4.02B – 4.12B
+8.4% YoY
Net Income
193.04M
est: 162.34M (+18.9%)
547.00M
est: 469.14M (+16.6%)
1.10B
est: 685.15M (+60.3%)
11.47B
est: 753.67M (+1,421.4%)
2.78B
est: 2.31B (+20.3%)
2.21B
est: 2.09B (+5.6%)
2.19B
2.18B – 2.21B
+5.0% YoY
2.45B
2.40B – 2.55B
+11.7% YoY
2.68B
2.64B – 2.73B
+9.4% YoY
SGA
385.80M
est: 332.60M (+16.0%)
783.00M
est: 667.02M (+17.4%)
1.68B
est: 446.40M (+276.6%)
3.12B
est: 491.04M (+535.0%)
3.51B
est: 2.82B (+24.4%)
4.25B
est: 2.67B (+58.9%)
2.66B
2.66B – 2.66B
-0.6% YoY
2.79B
2.75B – 2.87B
+4.9% YoY
3.02B
2.99B – 3.07B
+8.4% YoY
EPS
18.50
est: 10.16 (+82.1%)
53.88
est: 50.05 (+7.6%)
67.47
est: 71.65 (-5.8%)
785.18
est: 173.58 (+352.4%)
189.42
est: 186.69 (+1.5%)
165.76
est: 169.04 (-1.9%)
177.45
176.38 – 178.82
+5.0% YoY
198.25
194.10 – 205.93
+11.7% YoY
216.81
213.89 – 221.09
+9.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-27 TD Cowen Buy Buy Maintain
2026-04-24 JP Morgan Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-27 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-26 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-22 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-21 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-20 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-19 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-18 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-15 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-14 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-13 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-12 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-11 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-08 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-07 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-06 B+ 3/5 5/5 3/5 3/5 1/5 3/5 3/5
2026-05-05 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-05-04 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-05-01 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-30 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-29 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-28 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-27 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-24 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-23 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-22 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-21 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-20 B+ 3/5 5/5 3/5 4/5 1/5 3/5 3/5
2026-04-17 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-16 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-15 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.99B
OE per share TTM
155.62
Owner's Yield
8.39%
Maintenance CapEx ratio
44.42%
Maint CapEx / Avg PPE
91.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
612
Total invested
13.15B
Insider transactions (90d)
2
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 1.65M 11.00% 1.58M 1.65M HC Delaware 2022-06-09
2 Abigail P. Johnson 1.62M 14.68% 1.62M IN United States of America 2016-02-12
3 Edward C. Johnson 3d 1.53M 13.68% 1.53M IN United States of America 2015-02-13
4 Smith Barney Holdings Inc. 977.8K 5.60% 9.5K 2.1K 594.4K 11.2K CO Pennsylvania 2017-02-24
5 04-2683227 835.9K 9.74% 832.4K IA Massachusetts 2014-02-14
6 Fidelity Small Cap Discovery Fund 591.0K 5.37% 591.0K IV Massachusetts 2016-02-12
7 The Vanguard Group - 23-1945930 536.6K 6.09% 3.4K 527.7K 8.9K IA Pennsylvania 2022-02-10
8 Wellington Management Company LLP 460.8K 5.23% 411.6K IA Massachusetts 2021-02-03
9 Wellington Group Holdings LLP 453.9K 5.15% 399.2K HC Delaware 2022-02-04
10 Wellington Investment Advisors Holdings LLP 453.9K 5.15% 399.2K HC Delaware 2022-02-04
11 Wellington Management Group LLP 453.9K 5.15% 399.2K HC Massachusetts 2022-02-04
12 FMR LLC 265.6K 3.01% 105.00 265.6K HC Delaware 2020-11-10
13 AMES 95.0K 5.70% 95.0K 1.0K 62.4K IN United States 2009-09-23
14 Calamos Market Neutral Income Fund, a series of Calamos Investment Trust 7.00 6.90% 3.9K 2.2K 563.8K 5.3K IV Pennsylvania 2019-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
612
-53 vs prev Q
New positions
63
Closed positions
116
Increased
235
Reduced
223
Put/Call ratio
0.96
Calls held
37.8K
Puts held
36.4K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 1.14M -26.5K (-2.3%) 2.45B +360.2M (+17.2%) 9.23% +0.410 pp 0.04% +0.005 pp USD1,840.95 +16.6% 6 qtrs
2 HARRIS ASSOCIATES L P 928.9K +191.6K (+26.0%) 1.99B +674.5M (+51.1%) 7.51% +1.944 pp 2.52% +0.405 pp USD1,434.47 +49.6% 20 qtrs
3 VANGUARD GROUP INC 839.4K -45.1K (-5.1%) 1.80B +219.1M (+13.8%) 6.79% +0.108 pp 0.03% +0.002 pp USD621.21 +245.5% 84 qtrs
4 JPMORGAN CHASE & CO 354.2K -81.1K (-18.6%) 760.24M -18.5M (-2.4%) 2.87% -0.423 pp 0.05% +0.001 pp USD1,267.56 +69.3% 51 qtrs
5 STATE STREET CORP 222.6K -8.0K (-3.5%) 477.80M +65.2M (+15.8%) 1.80% +0.059 pp 0.02% +0.002 pp USD722.44 +197.1% 51 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 181.5K -7.0K (-3.7%) 388.53M +52.1M (+15.5%) 1.47% +0.044 pp 0.02% +0.003 pp USD798.64 +168.7% 78 qtrs
7 COATUE MANAGEMENT LLC 139.5K -62.8K (-31.0%) 299.39M -62.5M (-17.3%) 1.13% -0.400 pp 0.75% -0.138 pp USD1,319.70 +62.6% 12 qtrs
8 FMR LLC 134.6K -9.8K (-6.8%) 288.97M +30.5M (+11.8%) 1.09% -0.002 pp 0.01% +0.001 pp USD1,120.36 +91.6% 65 qtrs
9 DIMENSIONAL FUND ADVISORS LP 124.1K +492.0 (+0.4%) 266.27M +45.2M (+20.4%) 1.00% +0.070 pp 0.06% +0.008 pp USD494.79 +333.8% 51 qtrs
10 MORGAN STANLEY 123.0K +29.7K (+31.8%) 264.09M +97.0M (+58.1%) 1.00% +0.290 pp 0.02% +0.006 pp USD1,565.42 +37.1% 51 qtrs
11 UBS ASSET MANAGEMENT AMERICAS INC 122.3K +12.3K (+11.2%) 262.51M +65.7M (+33.4%) 0.99% +0.158 pp 0.06% +0.013 pp USD1,705.46 +25.8% 50 qtrs
12 CAPITAL RESEARCH GLOBAL INVESTORS 112.1K -7.5K (-6.3%) 240.68M +26.6M (+12.4%) 0.91% +0.003 pp 0.04% +0.004 pp USD1,767.06 +21.5% 8 qtrs
13 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 96.2K +445.0 (+0.5%) 206.36M +35.1M (+20.5%) 0.78% +0.055 pp 0.62% +0.087 pp USD1,417.92 +51.4% 16 qtrs
14 BROWN ADVISORY INC 93.6K -6.1K (-6.1%) 200.92M +22.6M (+12.7%) 0.76% +0.004 pp 0.28% +0.048 pp USD762.78 +181.4% 62 qtrs
15 ALLIANCEBERNSTEIN L.P. 80.7K +2.4K (+3.1%) 173.30M +33.2M (+23.7%) 0.65% +0.062 pp 0.05% +0.011 pp USD774.57 +177.1% 61 qtrs
16 FIRST CITIZENS BANK & TRUST CO 78.5K -171.0 (-0.2%) 168.39M +27.7M (+19.7%) 0.63% +0.041 pp 3.52% +0.482 pp USD479.26 +347.8% 51 qtrs
17 REINHART PARTNERS, INC. 77.8K +7.6K (+10.8%) 167.04M +41.3M (+32.9%) 0.63% +0.099 pp 5.00% +0.915 pp USD1,014.95 +111.5% 49 qtrs
18 BANK OF AMERICA CORP /DE/ 76.6K +16.3K (+27.0%) 164.33M +56.5M (+52.3%) 0.62% +0.164 pp 0.01% +0.005 pp USD1,194.59 +79.7% 52 qtrs
19 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 76.1K +27.8K (+57.5%) 164.25M +79.3M (+93.2%) 0.62% +0.251 pp 0.27% +0.130 pp USD1,881.88 +14.0% 11 qtrs
20 D. E. SHAW & CO., INC. 75.1K -9.6K (-11.4%) 161.15M +9.6M (+6.3%) 0.61% -0.033 pp 0.09% +0.003 pp USD1,620.91 +32.4% 12 qtrs
21 UBS GROUP AG 69.6K +34.2K (+96.7%) 149.27M +86.0M (+135.9%) 0.56% +0.295 pp 0.02% +0.014 pp USD1,974.64 +8.7% 45 qtrs
22 SUMITOMO MITSUI TRUST HOLDINGS, INC. 64.2K -2.1K (-3.1%) 137.79M +19.2M (+16.2%) 0.52% +0.019 pp 0.08% +0.013 pp USD1,596.39 +34.4% 16 qtrs
23 WELLINGTON MANAGEMENT GROUP LLP 61.5K -11.5K (-15.7%) 132.09M +1.4M (+1.1%) 0.50% -0.054 pp 0.02% +0.000 pp USD818.32 +162.3% 81 qtrs
24 NORTHERN TRUST CORP 60.4K -1.8K (-2.9%) 129.56M +18.3M (+16.5%) 0.49% +0.019 pp 0.02% +0.002 pp USD897.83 +139.0% 51 qtrs
25 RIVER ROAD ASSET MANAGEMENT, LLC 55.4K +47.2K (+574.0%) 118.90M +104.2M (+708.5%) 0.45% +0.386 pp 1.30% +1.139 pp USD2,110.02 +1.7% 3 qtrs
26 NORGES BANK 54.3K +54.3K (+100.0%) 116.57M +116.6M (+100.0%) 0.44% +0.439 pp 0.01% +0.013 pp USD2,146.18 +0.0% 1 qtrs NEW
27 BANK OF NEW YORK MELLON CORP 53.0K +18.7K (+54.6%) 113.79M +52.4M (+85.4%) 0.43% +0.170 pp 0.02% +0.008 pp USD1,140.34 +88.2% 66 qtrs
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 51.2K +85.0 (+0.2%) 109.98M +18.4M (+20.2%) 0.41% +0.028 pp 0.02% +0.003 pp USD738.59 +190.6% 100 qtrs
29 THRIVENT FINANCIAL FOR LUTHERANS 44.0K +243.0 (+0.6%) 94.50M +16.2M (+20.6%) 0.36% +0.025 pp 0.17% +0.013 pp USD1,839.84 +16.7% 11 qtrs
30 CHECK CAPITAL MANAGEMENT INC/CA 42.8K +7.4K (+21.0%) 91.83M +28.6M (+45.1%) 0.35% +0.079 pp 2.67% +0.587 pp USD1,615.90 +32.8% 11 qtrs
31 GOLDMAN SACHS GROUP INC 42.5K +3.9K (+10.1%) 91.29M +22.2M (+32.0%) 0.34% +0.052 pp 0.01% +0.003 pp USD1,531.45 +40.1% 73 qtrs
32 THOMPSON SIEGEL & WALMSLEY LLC 36.2K -1.3K (-3.5%) 77.67M +10.5M (+15.7%) 0.29% +0.009 pp 1.30% +0.219 pp USD957.64 +124.1% 16 qtrs
33 ALBERTA INVESTMENT MANAGEMENT CORP 36.2K +3.7K (+11.4%) 77.64M +19.5M (+33.6%) 0.29% +0.047 pp 0.46% +0.046 pp USD1,020.10 +110.4% 16 qtrs
34 SCULPTOR CAPITAL LP 36.0K +— (+0.0%) 77.35M +12.9M (+20.0%) 0.29% +0.019 pp 0.80% +0.035 pp USD1,368.76 +56.8% 12 qtrs
35 LEGAL & GENERAL GROUP PLC 34.1K -1.6K (-4.6%) 73.15M +9.3M (+14.5%) 0.28% +0.006 pp 0.02% +0.002 pp USD963.66 +122.7% 46 qtrs
36 MILLENNIUM MANAGEMENT LLC 33.0K -14.3K (-30.3%) 70.76M -13.8M (-16.4%) 0.27% -0.091 pp 0.03% -0.006 pp USD1,880.90 +14.1% 16 qtrs
37 DODGE & COX 31.6K +31.6K (+100.0%) 67.75M +67.7M (+100.0%) 0.26% +0.255 pp 0.04% +0.037 pp USD2,146.18 +0.0% 1 qtrs NEW
38 ARTISAN PARTNERS LIMITED PARTNERSHIP 30.9K -6.7K (-17.8%) 66.41M -936.2K (-1.4%) 0.25% -0.034 pp 0.10% +0.004 pp USD728.45 +194.6% 15 qtrs
39 FIRST TRUST ADVISORS LP 29.9K +10.4K (+53.6%) 64.13M +29.3M (+84.2%) 0.24% +0.095 pp 0.05% +0.021 pp USD1,690.46 +27.0% 51 qtrs
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 29.7K -1.3K (-4.2%) 63.74M +8.3M (+14.9%) 0.24% +0.006 pp 0.01% +0.001 pp USD1,715.56 +25.1% 16 qtrs
41 CORTLAND ASSOCIATES INC/MO 27.4K -464.0 (-1.7%) 58.89M +9.0M (+18.0%) 0.22% +0.011 pp 7.43% +1.537 pp USD677.57 +216.7% 16 qtrs
42 NATIXIS ADVISORS, L.P. 27.2K +1.7K (+6.6%) 58.42M +12.8M (+27.9%) 0.22% +0.027 pp 0.08% +0.016 pp USD1,511.77 +42.0% 14 qtrs
43 WORLDQUANT MILLENNIUM ADVISORS LLC 26.5K +13.2K (+99.4%) 56.79M +33.1M (+139.2%) 0.21% +0.114 pp 0.22% +0.118 pp USD2,027.73 +5.8% 3 qtrs
44 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 23.6K -1.5K (-6.0%) 50.74M +5.7M (+12.7%) 0.19% +0.001 pp 0.03% +0.001 pp USD1,823.87 +17.7% 14 qtrs
45 INVESCO LTD. 23.5K +3.8K (+19.4%) 50.43M +15.2M (+43.2%) 0.19% +0.041 pp 0.01% +0.002 pp USD1,686.44 +27.3% 57 qtrs
46 RAYMOND JAMES FINANCIAL INC 23.3K +2.3K (+11.0%) 50.06M +12.5M (+33.2%) 0.19% +0.030 pp 0.02% +0.004 pp USD2,095.03 +2.4% 5 qtrs
47 ALUA CAPITAL MANAGEMENT LP 23.2K +— (+0.0%) 49.70M +8.3M (+20.0%) 0.19% +0.012 pp 3.68% +0.823 pp USD648.22 +231.1% 21 qtrs
48 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 23.1K +— (+0.0%) 49.48M +8.2M (+20.0%) 0.19% +0.012 pp 2.00% +0.312 pp USD633.79 +238.6% 45 qtrs
49 WELLS FARGO & COMPANY/MN 21.9K +777.0 (+3.7%) 47.03M +9.2M (+24.4%) 0.18% +0.018 pp 0.01% +0.001 pp USD1,295.70 +65.6% 57 qtrs
50 FULLER & THALER ASSET MANAGEMENT, INC. 20.7K +4.1K (+24.6%) 44.40M +14.7M (+49.5%) 0.17% +0.042 pp 0.15% +0.049 pp USD1,191.90 +80.1% 31 qtrs
51 BRIDGEWATER ASSOCIATES, LP 20.5K +5.4K (+35.7%) 44.08M +17.0M (+62.8%) 0.17% +0.052 pp 0.16% +0.055 pp USD1,883.14 +14.0% 7 qtrs
52 CITIGROUP INC 18.7K +1.7K (+10.3%) 40.11M +9.8M (+32.3%) 0.15% +0.023 pp 0.02% +0.004 pp USD1,646.38 +30.4% 56 qtrs
53 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 18.1K -444.0 (-2.4%) 38.82M +5.7M (+17.1%) 0.15% +0.006 pp 0.02% +0.002 pp USD587.16 +265.5% 58 qtrs
54 SYSTEMATIC FINANCIAL MANAGEMENT LP 17.6K -2.9K (-14.2%) 37.73M +1.1M (+2.9%) 0.14% -0.013 pp 0.89% -0.002 pp USD425.24 +404.7% 51 qtrs
55 ENVESTNET ASSET MANAGEMENT INC 17.4K +451.0 (+2.7%) 37.33M +7.0M (+23.1%) 0.14% +0.013 pp 0.01% +0.002 pp USD1,445.07 +48.5% 21 qtrs
56 BRONTE CAPITAL MANAGEMENT PTY LTD. 17.1K -3.5K (-17.2%) 36.64M -4.6M (-11.1%) 0.14% -0.018 pp 3.65% -0.037 pp USD1,149.39 +86.7% 12 qtrs
57 COMMERCE BANK 15.8K -192.0 (-1.2%) 33.96M +5.3M (+18.5%) 0.13% +0.007 pp 0.19% +0.028 pp USD1,843.52 +16.4% 10 qtrs
58 VIDENT ADVISORY, LLC 15.2K -404.0 (-2.6%) 32.53M +4.7M (+16.8%) 0.12% +0.005 pp 0.30% +0.030 pp USD2,042.79 +5.1% 9 qtrs
59 BANK OF MONTREAL /CAN/ 14.6K -2.0K (-12.0%) 31.32M +1.6M (+5.5%) 0.12% -0.007 pp 0.01% -0.001 pp USD1,524.18 +40.8% 16 qtrs
60 BARCLAYS PLC 14.5K +7.3K (+101.4%) 31.10M +17.9M (+134.8%) 0.12% +0.063 pp 0.01% +0.004 pp USD1,961.06 +9.4% 51 qtrs
61 KBC GROUP NV 13.7K +228.0 (+1.7%) 29.46M +5.3M (+22.0%) 0.11% +0.009 pp 0.07% +0.009 pp USD1,769.29 +21.3% 16 qtrs
62 DEUTSCHE BANK AG\ 13.6K +583.0 (+4.5%) 29.24M +5.9M (+25.3%) 0.11% +0.012 pp 0.01% +0.002 pp USD1,243.20 +72.6% 50 qtrs
63 ANCHOR INVESTMENT MANAGEMENT, LLC 13.2K +184.0 (+1.4%) 28.36M +5.0M (+21.6%) 0.11% +0.008 pp 2.30% +0.373 pp USD976.48 +119.8% 40 qtrs
64 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 13.2K -419.0 (-3.1%) 28.26M +4.0M (+16.3%) 0.11% +0.004 pp 0.03% +0.003 pp USD565.83 +279.3% 52 qtrs
65 AMERICAN CENTURY COMPANIES INC 12.9K +271.0 (+2.1%) 27.79M +5.1M (+22.5%) 0.10% +0.009 pp 0.01% +0.002 pp USD1,665.58 +28.9% 34 qtrs
66 E. OHMAN J:OR ASSET MANAGEMENT AB 12.9K +222.0 (+1.7%) 27.74M +5.0M (+22.1%) 0.10% +0.009 pp 0.65% +0.111 pp USD1,634.41 +31.3% 8 qtrs
67 JANE STREET GROUP, LLC 12.6K +5.3K (+72.6%) 27.04M +14.0M (+107.0%) 0.10% +0.047 pp 0.00% +0.002 pp USD1,983.39 +8.2% 6 qtrs
68 NUVEEN, LLC 12.5K -12.2K (-49.6%) 26.73M -17.5M (-39.5%) 0.10% -0.086 pp 0.01% -0.005 pp USD1,854.12 +15.8% 4 qtrs
69 RHUMBLINE ADVISERS 11.8K -753.0 (-6.0%) 25.32M +2.9M (+12.8%) 0.10% +0.001 pp 0.02% +0.002 pp USD604.99 +254.7% 51 qtrs
70 AMUNDI 11.7K +3.2K (+37.9%) 25.11M +10.2M (+68.2%) 0.09% +0.031 pp 0.01% +0.002 pp USD1,638.48 +31.0% 16 qtrs
71 SPEARS ABACUS ADVISORS LLC 11.3K -3.7K (-24.9%) 24.22M -2.7M (-9.9%) 0.09% -0.022 pp 0.45% -0.054 pp USD1,834.76 +17.0% 8 qtrs
72 BROWN BROTHERS HARRIMAN & CO 10.7K +38.0 (+0.4%) 22.87M +3.9M (+20.4%) 0.09% +0.006 pp 0.12% +0.009 pp USD1,855.16 +15.7% 7 qtrs
73 DANSKE BANK A/S 10.6K -178.0 (-1.7%) 22.76M +3.5M (+18.0%) 0.09% +0.004 pp 0.05% +0.005 pp USD1,810.44 +18.5% 8 qtrs
74 AQR CAPITAL MANAGEMENT LLC 10.3K +3.2K (+45.3%) 22.15M +9.4M (+74.3%) 0.08% +0.030 pp 0.01% +0.004 pp USD1,788.90 +20.0% 63 qtrs
75 TRUIST FINANCIAL CORP 9.9K +123.0 (+1.3%) 21.15M +3.7M (+21.5%) 0.08% +0.006 pp 0.03% +0.005 pp USD550.28 +290.0% 45 qtrs
76 SEI INVESTMENTS CO 9.8K +3.8K (+63.5%) 21.12M +10.4M (+96.1%) 0.08% +0.034 pp 0.02% +0.009 pp USD1,898.05 +13.1% 19 qtrs
77 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 9.3K +1.6K (+20.7%) 20.05M +6.2M (+44.7%) 0.08% +0.017 pp 0.15% +0.045 pp USD1,997.50 +7.4% 6 qtrs
78 ARROWMARK COLORADO HOLDINGS LLC 9.3K +179.0 (+2.0%) 20.04M +3.7M (+22.3%) 0.08% +0.006 pp 0.44% +0.137 pp USD685.81 +212.9% 16 qtrs
79 SABER CAPITAL MANAGMENT, LLC 9.2K +9.2K (+100.0%) 19.84M +19.8M (+100.0%) 0.07% +0.075 pp 16.56% +16.555 pp USD2,146.18 +0.0% 1 qtrs NEW
80 GATOR CAPITAL MANAGEMENT, LLC 9.2K -306.0 (-3.2%) 19.72M +2.7M (+16.1%) 0.07% +0.003 pp 4.00% -0.310 pp USD974.71 +120.2% 16 qtrs
81 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 8.9K +8.0 (+0.1%) 19.19M +3.3M (+20.8%) 0.07% +0.005 pp 0.01% +0.002 pp USD1,258.44 +70.5% 16 qtrs
82 CITIZENS FINANCIAL GROUP INC/RI 8.9K -23.0 (-0.3%) 19.16M +3.1M (+19.6%) 0.07% +0.005 pp 0.26% +0.038 pp USD1,789.16 +20.0% 2 qtrs
83 KLP KAPITALFORVALTNING AS 8.7K -30.0 (-0.3%) 18.61M +3.0M (+19.5%) 0.07% +0.004 pp 0.07% +0.010 pp USD2,082.78 +3.0% 5 qtrs
84 HSBC HOLDINGS PLC 8.6K -2.0K (-18.6%) 18.37M -373.2K (-2.0%) 0.07% -0.010 pp 0.01% -0.001 pp USD1,572.66 +36.5% 38 qtrs
85 CITADEL ADVISORS LLC 8.4K -4.4K (-34.4%) 18.03M -4.9M (-21.3%) 0.07% -0.029 pp 0.00% -0.001 pp USD1,634.07 +31.3% 16 qtrs
86 PRICE T ROWE ASSOCIATES INC /MD/ 8.1K -3.0 (0.0%) 17.42M +2.9M (+19.9%) 0.07% +0.004 pp 0.00% +0.000 pp USD964.65 +122.5% 55 qtrs
87 ROYAL LONDON ASSET MANAGEMENT LTD 8.1K -203.0 (-2.4%) 17.36M +2.5M (+17.0%) 0.07% +0.003 pp 0.04% +0.005 pp USD1,400.05 +53.3% 12 qtrs
88 RUSSELL INVESTMENTS GROUP, LTD. 8.1K -875.0 (-9.8%) 17.34M +1.3M (+8.3%) 0.07% -0.002 pp 0.02% +0.001 pp USD1,578.44 +36.0% 37 qtrs
89 MIZUHO MARKETS CAYMAN LP 8.0K +8.0K (+100.0%) 17.19M +17.2M (+100.0%) 0.06% +0.065 pp 0.87% +0.867 pp USD2,146.18 +0.0% 1 qtrs NEW
90 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 7.9K -969.0 (-10.9%) 17.06M +1.1M (+6.9%) 0.06% -0.003 pp 0.03% +0.002 pp USD1,074.61 +99.7% 31 qtrs
91 WHITTIER TRUST CO 7.7K +341.0 (+4.7%) 16.79M +3.9M (+30.0%) 0.06% +0.007 pp 0.18% +0.035 pp USD1,874.31 +14.5% 15 qtrs
92 KOREA INVESTMENT CORP 7.7K -362.0 (-4.5%) 16.44M +2.1M (+14.5%) 0.06% +0.001 pp 0.03% +0.003 pp USD1,728.52 +24.2% 16 qtrs
93 BNP PARIBAS ARBITRAGE, SNC 7.3K -1.5K (-17.0%) 15.63M -61.4K (-0.4%) 0.06% -0.007 pp 0.01% -0.001 pp USD1,919.36 +11.8% 49 qtrs
94 MANUFACTURERS LIFE INSURANCE COMPANY, THE 7.3K +138.0 (+1.9%) 15.59M +2.8M (+22.3%) 0.06% +0.005 pp 0.01% +0.002 pp USD1,663.25 +29.0% 16 qtrs
95 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 7.1K +5.1K (+242.1%) 15.32M +11.6M (+310.4%) 0.06% +0.042 pp 0.52% +0.376 pp USD2,045.59 +4.9% 4 qtrs
96 AMERIPRISE FINANCIAL INC 6.9K -113.0 (-1.6%) 14.81M +2.3M (+18.0%) 0.06% +0.003 pp 0.00% +0.001 pp USD1,207.05 +77.8% 56 qtrs
97 ZURICH INSURANCE GROUP LTD/FI 6.9K +6.9K (+100.0%) 14.73M +14.7M (+100.0%) 0.06% +0.056 pp 0.10% +0.102 pp USD2,146.18 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
7.00
Bullish
Ratio by volume
1.15
Neutral
Buys
7
Sells
1
Shares acquired
6.1K
Shares disposed
5.3K
Cash buys
1.00
Cash sales
1.00
Net activity
+792
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2030-12-21 Mason Robert E IV Director J-Other D Class B Common 200 0.00 0
2026-05-12 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common 5,940 1,726.82 10.26M 38,111 I
2026-04-14 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class B Common 33 0.00 5,158 I
2026-04-10 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class B Common 33 0.00 5,125 I
2026-03-19 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common 92 1,550.00 142.6K 2,841 D
2026-03-17 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common 2 1,550.00 3.1K 32,167 I
2026-03-17 BRYANT HOPE HOLDING Director / Officer G-Gift D Class A Common 357 0.00 156,615 I
2026-03-13 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common 15 1,550.00 23.3K 32,165 I
2026-03-13 Alemany Ellen R Director G-Gift A Class A Common 310 0.00 4,660 I
2026-03-05 Snow Ralph Mattox III Director P-Purchase A Class A Common 11 1,944.22 21.4K 121 D
2026-03-03 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift D Class B Common 312 0.00 2,615 D
2026-03-03 Brice Carson H 10% Owner G-Gift A Class A Common 20 0.00 99,786 I
2026-03-02 Holding Olivia Britton 10% Owner G-Gift A Class B Common 168 0.00 122,094 I
2026-03-02 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common 10 0.00 296 I
2026-03-02 Bristow Claire H 10% Owner G-Gift A Class A Common 10 0.00 121,740 I
2026-03-02 Brice Carson H 10% Owner G-Gift A Class A Common 10 0.00 900 I
2026-03-02 BRYANT HOPE HOLDING Director / Officer G-Gift A Class B Common 169 0.00 2,147 I
2026-03-02 BRISTOW PETER M Director / Officer / 10% Owner G-Gift A Class B Common 168 0.00 43,817 I
2026-01-12 Brice Carson H 10% Owner G-Gift D Class A Common 68 0.00 235,853 I
2026-01-09 Brice Carson H 10% Owner G-Gift D Class A Common 267 0.00 235,921 I
2025-12-22 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common 18 0.00 1,560 I
2025-12-22 BRYANT HOPE HOLDING Director / Officer G-Gift D Class B Common 7,442 0.00 0 I
2025-12-17 Holding Olivia Britton 10% Owner G-Gift D Class A Common 6 0.00 537,661 I
2025-11-26 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common 10 1,629.55 16.3K 2,527 I
2025-11-21 Bristow Claire H 10% Owner G-Gift D Class A Common 60 0.00 8,645 I
2025-11-21 BRISTOW PETER M Director / Officer / 10% Owner G-Gift D Class A Common 60 0.00 8,645 I
2025-11-13 Alemany Ellen R Director P-Purchase A Depositary Shares 300 1,000.00 300.0K 300 D
2025-09-26 Brice Carson H 10% Owner G-Gift D Class A Common 125 0.00 236,188 I
2025-08-07 Holding Olivia Britton 10% Owner P-Purchase A Class B Common 409 1,630.00 666.7K 1,764 I
2025-08-07 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common 300 1,697.50 509.3K 32,300 I
2025-08-07 BRYANT HOPE HOLDING Director / Officer P-Purchase A Class B Common 409 1,630.00 666.7K 1,764 I
2025-08-05 Snow Ralph Mattox III Director P-Purchase A Class A Common 10 1,888.60 18.9K 110 D
2025-08-04 NIX CRAIG L Officer P-Purchase A Class A Common 6 1,958.74 11.8K 1,147 D
2025-07-29 Holding Olivia Britton 10% Owner P-Purchase A Class B Common 66 1,735.00 114.5K 121,926 I
2025-07-01 Morais Diane E. Director Class A Common 0 0.00 50 D
2025-05-22 Brice Carson H 10% Owner G-Gift A Class B Common 20 0.00 4,491 I
2025-05-02 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common 100 1,610.00 161.0K 1,160 I
2025-03-21 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class B Common 25 0.00 4,710 I
2025-03-21 Brice Carson H 10% Owner G-Gift A Class A Common 22 0.00 99,130 I
2025-03-18 Holding Olivia Britton 10% Owner G-Gift A Class A Common 10 0.00 537,797 I
2025-03-18 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common 10 0.00 268 I
2025-03-18 Bristow Claire H 10% Owner G-Gift A Class A Common 10 0.00 8,705 I
2025-03-18 Brice Carson H 10% Owner G-Gift A Class A Common 10 10.00 100.00 440 I
2025-03-18 BRYANT HOPE HOLDING Director / Officer G-Gift A Class A Common 10 0.00 101,818 I
2025-03-18 BRISTOW PETER M Director / Officer / 10% Owner G-Gift A Class A Common 10 0.00 8,705 I
2025-03-11 BELL VICTOR E III Director G-Gift D Class A Common 10 0.00 407 D
2025-03-10 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common 18 1,499.53 27.0K 4,817 I
2025-03-07 NIX CRAIG L Officer P-Purchase A Class A Common 17 1,881.13 32.0K 1,141 D
2025-02-21 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common 9 0.00 258 I
2025-02-11 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift D Class A Common 110,142 0.00 414,741 D
2025-02-11 BRYANT HOPE HOLDING Director / Officer G-Gift D Class A Common 113 0.00 101,808 I
2025-01-02 Snow Ralph Mattox III Director Class A Common 0 0.00 100 D
2024-12-20 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class B Common 20 0.00 4,777 I
2024-12-20 Brice Carson H 10% Owner G-Gift A Class A Common 18 0.00 99,687 I
2024-12-13 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common 16 0.00 249 I
2024-12-13 Bristow Claire H 10% Owner G-Gift D Class A Common 64 0.00 8,695 I
2024-12-13 BRISTOW PETER M Director / Officer / 10% Owner G-Gift D Class A Common 64 0.00 8,695 I
2024-12-13 BELL VICTOR E III Director G-Gift D Class A Common 10 0.00 417 D
2024-12-11 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class B Common 9 0.00 4,958 I
2024-12-03 Holding Olivia Britton 10% Owner G-Gift D Class A Common 447 0.00 537,787 I
2024-12-03 Brice Carson H 10% Owner G-Gift A Class A Common 40 0.00 99,070 I
2024-10-17 Brice Carson H 10% Owner G-Gift A Class A Common 70,194 0.00 99,030 I
2024-09-04 Brice Carson H 10% Owner G-Gift A Class A Common 17 0.00 28,836
2024-08-16 BRYANT HOPE HOLDING Director / Officer / 10% Owner G-Gift D Class B Common 7,040 0.00 0
2024-07-05 Alemany Ellen R Director F-InKind D Class A Common 2,233 1,692.55 3.78M 4,351
2024-06-10 Alemany Ellen R Director G-Gift A Class A Common 4,015 0.00 4,350
2024-06-03 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common 10 0.00 1,498
2024-05-09 Alemany Ellen R Director S-Sale D Class A Common 484 1,750.12 847.1K 335
2024-05-03 Alemany Ellen R Director S-Sale D Class A Common 516 1,750.00 903.0K 819
2024-04-29 Alemany Ellen R Director S-Sale D Class A Common 711 1,756.48 1.25M 1,474
2024-04-26 Alemany Ellen R Director S-Sale D Class A Common 341 1,769.26 603.3K 2,335
2024-03-20 Alemany Ellen R Director S-Sale D Class A Common 385 1,559.16 600.3K 4,559
2024-03-08 BRISTOW PETER M Director / Officer / 10% Owner G-Gift A Class A Common 75 0.00 321,804
2024-03-06 Holding Olivia Britton 10% Owner G-Gift A Class A Common 775 0.00 538,234
2024-03-06 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common 75 0.00 525,063
2024-03-06 Bristow Claire H 10% Owner G-Gift A Class A Common 75 0.00 321,804
2024-03-06 Brice Carson H 10% Owner G-Gift A Class A Common 75 0.00 131,090
2024-03-06 BRYANT HOPE HOLDING Director / Officer / 10% Owner G-Gift A Class A Common 75 0.00 34,121
2024-03-06 BRISTOW PETER M Director / Officer / 10% Owner G-Gift A Class A Common 75 0.00 321,804
2024-03-01 Giangrave Andrew Officer F-InKind D Class A Common 36 1,567.65 56.4K 297
2024-02-21 Holding Olivia Britton 10% Owner P-Purchase A Class B Common 166 1,315.00 218.3K 121,860
2024-02-21 BRYANT HOPE HOLDING Director / Officer / 10% Owner P-Purchase A Class B Common 300 1,315.00 394.5K 1,978
2024-02-20 Holding Olivia Britton 10% Owner P-Purchase A Class B Common 466 1,315.00 612.8K 121,694
2024-02-20 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common 622 1,315.00 817.9K 97,609
2024-02-20 BRYANT HOPE HOLDING Director / Officer / 10% Owner P-Purchase A Class B Common 466 1,314.95 612.8K 1,723
2024-02-09 Holding Olivia Britton 10% Owner G-Gift A Class A Common 11 0.00 537,459
2024-02-09 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common 11 0.00 214
2024-02-09 Bristow Claire H 10% Owner G-Gift A Class A Common 11 0.00 321,729
2024-02-09 Brice Carson H 10% Owner G-Gift A Class A Common 11 0.00 29,420
2024-02-09 BRYANT HOPE HOLDING Director / Officer / 10% Owner G-Gift A Class A Common 11 0.00 34,191
2024-02-09 BRISTOW PETER M Director / Officer / 10% Owner G-Gift A Class A Common 11 0.00 321,729
2024-02-05 Holding Olivia Britton 10% Owner P-Purchase A Class B Common 11 1,315.00 14.5K 121,228
2024-01-08 Smith Gregory Lewis Officer D No securities are benefically owned 0 0.00 0
2024-01-03 Alemany Ellen R Director F-InKind D Class A Common 2,670 1,401.31 3.74M 9,427
2024-01-01 Leitch David G Director D Class A Common Stock 0 0.00 100
2023-12-19 Alemany Ellen R Director S-Sale D Class A Common 1,756 1,450.15 2.55M 12,621
2023-12-18 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common 12 0.00 183
2023-12-18 Bristow Claire H 10% Owner G-Gift D Class A Common 33 0.00 8,748
2023-12-18 BRISTOW PETER M Director / Officer / 10% Owner G-Gift D Class A Common 33 0.00 8,748
2023-12-15 Alemany Ellen R Director S-Sale D Class A Common 133 1,450.28 192.9K 14,964
2023-12-13 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class B Common 28 0.00 4,899
2023-12-08 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift D Class B Common 475 0.00 96,967
2023-12-08 Brice Carson H 10% Owner G-Gift A Class B Common 25 0.00 1,488
2023-12-05 BRYANT HOPE HOLDING Director / Officer / 10% Owner G-Gift D Class A Common 69 0.00 34,180
2023-11-28 Holding Olivia Britton 10% Owner G-Gift D Class A Common 9 0.00 537,448
2023-11-14 Alemany Ellen R Director S-Sale D Class A Common 476 1,445.46 688.0K 15,097
2023-11-03 Brice Carson H 10% Owner G-Gift A Class A Common 16 0.00 419
2023-09-19 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common Stock 110 1,150.00 126.5K 97,442
2023-09-08 NIX CRAIG L Officer P-Purchase A Class A Common Stock 5 1,324.12 6.6K 1,124
2023-08-07 Alemany Ellen R Director / Officer S-Sale D Class A Common 1,500 1,500.28 2.25M 17,097
2023-06-16 HOLDING FRANK B JR Director / Officer / 10% Owner S-Sale D Class A Common Stock 3,515 1,298.03 4.56M 524,988
2023-06-15 Alemany Ellen R Director / Officer G-Gift A Class A Common 188 0.00 10,294
2023-06-12 BRYANT HOPE HOLDING Director / Officer / 10% Owner G-Gift D Class A Common Stock 10,920 0.00 0
2023-06-01 Martin Randolph R Officer D No securities are beneficially owned. 0 0.00 0
2023-03-09 NIX CRAIG L Officer P-Purchase A Series C Preferred Stock 9,228 21.75 200.7K 9,265
2023-03-09 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common Stock 165 650.00 107.3K 93,632
2023-03-08 NIX CRAIG L Officer P-Purchase A Class A Common Stock 73 678.80 49.6K 1,119
2023-03-07 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common Stock 235 650.00 152.8K 93,467
2023-03-02 NIX CRAIG L Officer P-Purchase A Class A Common Stock 70 710.04 49.7K 1,046
2023-03-01 HARNEY MARISA Officer F-InKind D Class A Common 351 723.74 254.0K 490
2023-03-01 Giangrave Andrew Officer D Class A Common 0 0.00 393
2023-03-01 Alemany Ellen R Director / Officer F-InKind D Class A Common 1,080 723.74 781.6K 15,658
2023-02-24 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common Stock 42 0.00 3,262
2023-02-24 BRYANT HOPE HOLDING Director / Officer / 10% Owner G-Gift D Class A Common Stock 402 0.00 107,168
2023-02-22 FLOOD EUGENE JR Director P-Purchase A Class A Common Stock 20 729.18 14.6K 20
2023-02-22 BRYANT HOPE HOLDING Director / Officer / 10% Owner G-Gift D Class B Common Stock 2 0.00 96
2023-02-15 Bristow Claire H 10% Owner G-Gift D Class A Common 23 0.00 321,731
2023-02-15 BRISTOW PETER M Director / Officer / 10% Owner G-Gift D Class B Common 92 0.00 43,694
2023-02-03 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common Stock 1,020 722.51 737.0K 93,232
2023-01-24 Holding Olivia Britton 10% Owner G-Gift A Class A Common 20 0.00 537,457
2023-01-24 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common Stock 20 0.00 1,392
2023-01-24 Bristow Claire H 10% Owner G-Gift A Class A Common 20 0.00 8,869
2023-01-24 Brice Carson H 10% Owner G-Gift A Class A Common 20 0.00 20
2023-01-24 BRYANT HOPE HOLDING Director / Officer / 10% Owner G-Gift A Class A Common Stock 20 0.00 107,570
2023-01-24 BRISTOW PETER M Director / Officer / 10% Owner G-Gift A Class A Common 20 0.00 8,869
2023-01-01 FLOOD EUGENE JR Director D No Securities Are Beneficially Owned 0 0.00 0
2022-12-31 HARNEY MARISA Officer F-InKind D Class A Common 170 758.36 128.9K 841
2022-12-31 Alemany Ellen R Officer F-InKind D Class A Common 1,481 758.36 1.12M 16,738
2022-12-29 WARD JEFFERY L Officer G-Gift D Depositary Shares 5,600 0.00 0
2022-12-29 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class B Common 24 0.00 4,737
2022-12-13 WARD JEFFERY L Officer P-Purchase A Depositary Shares 1,600 19.93 31.9K 5,600
2022-12-07 Heavner Daniel L Director S-Sale D Class A Common Stock 27 781.12 21.1K 613
2022-12-01 HOLDING FRANK B JR Officer G-Gift A Class A Common Stock 20 0.00 1,372
2022-12-01 Bristow Claire H Director G-Gift D Class A Common 60 0.00 321,734
2022-12-01 BRISTOW PETER M Officer G-Gift D Class A Common 60 0.00 321,734
2022-11-30 NIX CRAIG L Officer P-Purchase A Class A Common 67 791.98 53.1K 872
2022-11-16 Bristow Claire H Director G-Gift D Class A Common 19 0.00 321,794
2022-11-16 BRISTOW PETER M Officer G-Gift D Class A Common 19 0.00 8,849
2022-11-09 Holding Olivia Britton Director G-Gift D Class A Common 17 0.00 537,437
2022-11-01 Alemany Ellen R Officer G-Gift A Class A Common 2,543 0.00 10,106
2022-10-31 Alemany Ellen R Officer G-Gift D Class A Common 2,543 0.00 0
2022-08-19 HARNEY MARISA Officer S-Sale D Class A Common 200 841.66 168.3K 1,468
2022-08-08 Alemany Ellen R Director / Officer G-Gift A Class A Common 1,295 0.00 6,959
2022-06-28 BRYANT HOPE HOLDING Officer G-Gift D Class A Common Stock 28,200 0.00 0
2022-06-22 BRYANT HOPE HOLDING Officer G-Gift A Class B Common Stock 25,400 0.00 33,833
2022-06-03 HOLDING FRANK B JR Officer L-Small A Class B Common Stock 9 630.00 5.7K 91,958
2022-05-26 HOLDING FRANK B JR Officer P-Purchase A Class B Common Stock 30 630.00 18.9K 91,949
2022-05-26 Bristow Claire H 10% Owner G-Gift D Class A Common 42,078 0.00 0
2022-05-26 Alemany Ellen R Officer G-Gift A Class A Common 1,295 0.00 6,959
2022-05-24 Bristow Claire H Director G-Gift D Class B Common 40,014 0.00 0
2022-05-24 BRISTOW PETER M Officer G-Gift A Class A Common 42,078 0.00 42,078
2022-05-16 Hoppe Robert R Director P-Purchase A Class A Common 14 637.66 8.9K 314
2022-05-12 Alemany Ellen R Director / Officer G-Gift A Class A Common 5,664 0.00 5,664
2022-05-06 Alemany Ellen R Officer G-Gift D Class A Common 5,664 0.00 0
2022-05-05 NEWCOMB ROBERT T Director P-Purchase A Class A Common Stock 750 669.55 502.2K 1,000
2022-05-02 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common Stock 138 630.00 86.9K 4,605
2022-05-02 DURHAM HAROLD LEE JR Director P-Purchase A 5.625% Non-Cumulative Perpetual Preferred Stock, Series C 1,000 22.65 22.7K 3,000
2022-04-29 NIX CRAIG L Officer P-Purchase A Class A Common 300 658.96 197.7K 805
2022-04-29 HOLDING FRANK B JR Director / Officer / 10% Owner P-Purchase A Class B Common Stock 45 630.00 28.4K 4,786
2022-03-29 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift D Class B Common Stock 855 0.00 91,704
2022-03-29 Bristow Claire H Director G-Gift A Class B Common 45 0.00 2,295
2022-03-29 Brice Carson H Director G-Gift A Class B Common 135 0.00 4,307
2022-03-29 BRISTOW PETER M Officer G-Gift A Class B Common 45 0.00 2,295
2022-03-28 HOLDING FRANK B JR Officer P-Purchase A Class B Common Stock 15 630.00 9.5K 4,801
2022-03-28 BRYANT HOPE HOLDING Officer G-Gift A Class A Common Stock 88 0.00 103
2022-03-01 HARNEY MARISA Officer F-InKind D Class A Common 148 756.55 112.0K 1,668
2022-03-01 Alemany Ellen R Director / Officer F-InKind D Class A Common 1,678 756.55 1.27M 20,755
2022-02-24 Ludwig West Officer P-Purchase A Class A Common Stock 150 725.86 108.9K 150
2022-02-24 Brice Carson H 10% Owner G-Gift D Class A Common 168 0.00 64,083
2022-02-23 DURHAM HAROLD LEE JR Director P-Purchase A 5.625% Non-Cumulative Perpetual Preferred Stock Series C 2,000 24.60 49.2K 2,000
2022-02-01 NIX CRAIG L Officer P-Purchase A Class A Common Stock 104 777.45 80.9K 976
2022-01-31 WARD JEFFERY L Officer P-Purchase A Class A Common 172 749.66 128.9K 550
2022-01-31 Brice Carson H 10% Owner G-Gift D Class A Common 25 0.00 64,251
2022-01-28 BRISTOW PETER M Director / Officer / 10% Owner G-Gift D Class B Common 69 0.00 43,786
2022-01-27 NIX CRAIG L Officer P-Purchase A Class A Common 29 770.26 22.3K 505
2022-01-27 Hoppe Robert R Director P-Purchase A Class A Common 20 785.43 15.7K 300
2022-01-19 Holding Olivia Britton 10% Owner G-Gift A Class A Common 16 0.00 537,454
2022-01-19 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class A Common Stock 16 0.00 3,137
2022-01-19 Brice Carson H 10% Owner G-Gift A Class A Common 16 0.00 383
2022-01-19 BRYANT HOPE HOLDING Director / Officer / 10% Owner G-Gift A Class A Common Stock 16 0.00 94,005
2022-01-19 BRISTOW PETER M Director / Officer / 10% Owner G-Gift A Class A Common 16 0.00 282,145
2022-01-18 Brice Carson H Director G-Gift A Class A Common 250 0.00 87,230
2022-01-03 RYAN JOHN R Director A-Award A Class A Common 1,871 53.50 100.1K 1,871
2022-01-03 Martin Matthew G. T. Officer D No securities are beneficially owned 0 0.00 0
2022-01-03 HARNEY MARISA Officer A-Award A Class A Common 1,816 53.50 97.2K 1,816
2022-01-03 CARPENTER MICHAEL A Director A-Award A Class A Common 2,215 53.50 118.5K 2,215
2022-01-03 Alemany Ellen R Director / Officer D No securities are beneficially owned. 0 0.00 0
2021-12-27 HOLDING FRANK B JR Director / Officer / 10% Owner G-Gift A Class B Common Stock 35 0.00 4,675
2021-12-27 Brice Carson H 10% Owner G-Gift A Class A Common 650 0.00 86,980
2021-12-24 Holding Olivia Britton 10% Owner J-Other D Class B Common 4,244 0.00 0

Executive team

Top executives
EBIT / Employee
172.8K
Shares Outstanding
11.59M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2009 Lewis R. Holding Chairman 395.5K 1.48M 1.75M 0.00%
2 2009 Frank B. Holding Executive Vice Chairman 995.1K 701.0K 1.70M 0.00%
3 2009 Frank B. Holding, Jr. Chairman and Chief Executive Officer 749.0K 86.5K 835.5K 0.00%
4 2009 Joseph A. Cooper Executive Vice President 201.1K 465.4K 666.4K 0.00%
5 2009 Carol B. Yochem Executive Vice President and Wealth Management Manager 542.4K 62.3K 604.7K 0.00%
6 2009 Edward L. Willingham IV President 483.3K 98.7K 582.1K 0.00%
7 2009 Kenneth A. Black Executive Vice President and Chief Financial Officer 369.2K 118.7K 487.9K 0.00%
8 2008 Lewis R. Holding Chairman 971.4K 923.4K 1.89M 0.00%
9 2008 Frank B. Holding Executive Vice Chairman 971.4K 884.9K 1.86M 0.00%
10 2008 Frank B. Holding, Jr. Chairman and Chief Executive Officer 513.1K 120.6K 633.8K 0.00%
11 2008 Carol B. Yochem Executive Vice President and Wealth Management Manager 527.0K 77.3K 604.3K 0.00%
12 2008 Kenneth A. Black Executive Vice President and Chief Financial Officer 365.6K 135.2K 500.8K 0.00%
13 2007 Lewis R. Holding Chairman 933.9K 624.9K 1.56M 0.00%
14 2007 Frank B. Holding Executive Vice Chairman 933.9K 559.0K 1.49M 0.00%
15 2007 Carol B. Yochem Executive Vice President and Wealth Management Manager 499.5K 44.5K 544.0K 0.00%
16 2007 Frank B. Holding, Jr. Chairman and Chief Executive Officer 459.7K 10.8K 470.5K 0.00%
17 2007 Kenneth A. Black Executive Vice President and Chief Financial Officer 344.9K 73.3K 418.2K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-23 DEF 14A
2025-03-18 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-12 4
2026-05-08 10-Q
2026-05-07 8-K
2026-04-30 SC 13G/A
2026-04-29 SC 13G
2026-04-23 8-K
2026-04-16 4
2026-04-14 4
2026-04-08 SC 13D/A
2026-03-26 SC 13G/A

Executive team

NameTitleCompensationGender
Frank Brown Holding Jr. Chairman & Chief Executive Officer 10M male
Hope Holding Bryant Vice Chairwoman 6M female
Peter McDonald Bristow President & Director 6M male
Craig Lockwood Nix Chief Financial Officer 5M male
Lorie King Rupp Chief Risk Officer 3M female
Jeffery L. Ward Chief Strategy Officer 1M male
Andrew Giangrave Chief Credit Officer male
West Ludwig Chief Human Resources Officer male
Barbara Thompson Director of Corporate Communications & Brand Marketing female
Deanna W. Hart Senior Vice President of Investor Relations female
Gregory L. Smith Chief Information & Operations Officer male
Matthew G. T. Martin General Counsel & Corporate Secretary male
ESG Rating
B-
BANKS - REGIONAL
Rank: 404 out of 431
2017
E (Environmental)
84.4 / 64.3
Company / Sector avg.
S (Social)
74.7 / 76.5
Company / Sector avg.
G (Governance)
67.8 / 75.5
Company / Sector avg.
ESG Total
75.6 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-04-14 2026-05-25 Thomas H. Kean NJ07 Sale $1,001 - $15,000
2026-03-26 2026-04-14 Thomas H. Kean NJ07 Sale $1,001 - $15,000
2026-02-05 2026-03-18 Thomas H. Kean NJ07 Purchase $1,001 - $15,000
2025-04-11 2025-05-15 Thomas H. Kean NJ07 Purchase $1,001 - $15,000
2025-04-10 2025-05-15 Thomas H. Kean NJ07 Purchase $1,001 - $15,000
2025-03-20 2025-04-15 Byron Donalds FL19 Spouse Sale $1,001 - $15,000
2025-01-21 2025-02-10 Byron Donalds FL19 Spouse Purchase $1,001 - $15,000
2025-01-16 2025-02-10 Byron Donalds FL19 Self Purchase $1,001 - $15,000
2023-04-10 2023-05-19 Daniel Goldman NY10 Purchase $15,001 - $50,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits