First Citizens BancShares, Inc. has 11 Schedule 13D or 13G filings on record since 2025-07-15. 2 holders' latest filing reports 5% or more of class a common stock, $1.00 par value. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Frank B. Holding, Jr. | 8.93% | 583,959 | SCHEDULE 13D/A, 2026-08-11 | 2026-08-07 |
| Harris Associates L P | 8.1% | 928,944 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
| BlackRock, Inc. | 4.7% | 494,453 | SCHEDULE 13G/A, 2026-07-28 | 2026-06-30 |
| BlackRock Portfolio Management LLC | 4.2% | 449,706 | SCHEDULE 13G/A, 2026-04-30 | 2026-03-31 |
| Capital Research Global Investors | 1% | 119,673 | SCHEDULE 13G/A, 2025-11-13 | 2025-09-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
Purpose of Transaction (Item 4)
Frank B. Holding, Jr.
Frank B. Holding, Jr., Hope H. Bryant, and Claire H. Bristow's spouse, Peter M. Bristow, serve as executive officers and directors of the Issuer and, therefore, participate with the Issuer's management and Board of Directors in making policy and considering and taking action on significant corporate events involving the Issuer. Olivia B. Holding, Carson H. Brice, and Claire H. Bristow are the siblings of Frank B. Holding, Jr., and Hope H. Bryant, and do not participant in the management or policy-making functions of the Issuer. Shares of the Issuer's Class A Common Stock beneficially owned by each of the Reporting Persons and by each of the other individuals and entities named in the tables below are held as described below for investment purposes.Item 4 of the SCHEDULE 13D/A filed 2026-08-11
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-15 | BlackRock Portfolio Management LLC | 5.5% | SCHEDULE 13G |
| 2025-07-17 | BlackRock, Inc. | 4.5% | SCHEDULE 13G/A |
| 2025-11-13 | Capital Research Global Investors | 1% | SCHEDULE 13G/A |
| 2025-12-22 | Frank B. Holding, Jr. | 17.78% | SCHEDULE 13D/A |
| 2026-02-17 | Harris Associates L P | 8.1% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-08 | Frank B. Holding, Jr. | 8.59% | SCHEDULE 13D/A |
| 2026-04-29 | BlackRock, Inc. | 5.1% | SCHEDULE 13G |
| 2026-04-30 | BlackRock Portfolio Management LLC | 4.2% | SCHEDULE 13G/A |
| 2026-07-28 | BlackRock, Inc. | 4.7% | SCHEDULE 13G/A |
| 2026-08-11 | Frank B. Holding, Jr. | 8.93% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.