[SCHEDULE 13G/A] Boeing Company SEC Filing
Rhea-AI Filing Summary
Capital Research Global Investors reports beneficial ownership of 34,849,376 shares of Boeing common stock, equal to 4.6% of the 754,147,571 shares believed outstanding. The filing shows CRGI has sole voting power over 34,835,945 shares and sole dispositive power over 34,849,376 shares. Reported holdings include 406,339 Convertible Preferred Stocks, which represent 142,097 common shares and are included in the total.
The statement, filed on Schedule 13G/A, identifies CRGI as an investment adviser division and states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Boeing. Because the stake is under 5% the filer treats the position as a passive institutional holding rather than an active control or activist stake.
Positive
- Significant institutional stake: CRGI holds 34,849,376 shares (4.6%), showing meaningful investor interest.
- Clear voting/dispositive control: CRGI reports sole voting power over 34,835,945 shares and sole dispositive power over 34,849,376 shares.
Negative
- Below 5% threshold: At 4.6%, the position is under the common 5% materiality benchmark and is not treated as a controlling or activist stake.
- No intent to influence control: The filer certifies holdings are ordinary-course and not acquired to change or influence Boeing's control, limiting immediate governance impact.
Insights
TL;DR: A sizable institutional stake of 4.6% provides notable exposure but is below the 5% threshold, so it is informational rather than control-changing.
CRGI's reported 34.85 million shares represent a material institutional holding that investors may watch as a signal of confidence in Boeing's long-term fundamentals. The inclusion of convertible preferreds (142,097 common-equivalent shares) slightly increases economic exposure. Because CRGI declares sole voting and dispositive power over essentially all reported shares, the position is clearly managed rather than passive custody. However, the filer affirms the holding is in the ordinary course and not intended to influence control, reducing the likelihood of near-term governance activism.
Impact assessment: not impactful for corporate control, informational for investor sentiment.
TL;DR: The Schedule 13G/A signals passive institutional ownership with no declared intent to change control or governance at Boeing.
The filing classifies the reporting person as an investment adviser (Type IA) and explicitly certifies the securities are held in the ordinary course of business and not to influence control. That declaration, combined with ownership below 5%, means standard disclosure obligations apply rather than activist disclosure rules. From a governance perspective, this does not trigger board or control-related responses, though the size of the stake could give CRGI weight in shareholder discussions if it later chooses to engage.
Impact assessment: not impactful on immediate governance; monitoring-worthy for potential future engagement.