Capital World Investors takes 5.2% stake in Boeing (NYSE: BA)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
The Boeing Company ownership disclosure: Capital World Investors reports beneficial ownership of 41,497,786 shares, representing 5.2% of the 801,214,440 shares believed outstanding. The filing lists 41,136,055 shares with sole voting power and 41,497,786 shares with sole dispositive power.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 41,497,786 shares
Percent of class: 5.2%
Shares outstanding (context): 801,214,440 shares
+4 more
7 metrics
Beneficial ownership
41,497,786 shares
reported as beneficially owned
Percent of class
5.2%
of 801,214,440 shares believed outstanding
Shares outstanding (context)
801,214,440 shares
shares believed to be outstanding as cited by filer
Sole voting power
41,136,055 shares
sole power to vote or direct the vote
Sole dispositive power
41,497,786 shares
sole power to dispose or direct disposition
Convertible Preferred Stocks reported
43,952,816 shares
Convertible Preferred Stocks included in reported holdings
Common-equivalent from convertibles
15,370,300 shares
common stock represented by the convertible preferred holdings
Key Terms
Schedule 13G, beneficially owned, sole dispositive power, sole voting power, +1 more
5 terms
Schedule 13G regulatory
"Capital World Investors files Schedul... beneficial owner 41,497,786"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Amount beneficially owned: 41,497,786 ** **Capital World Investors"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power legal
"Sole power to dispose or to direct the disposition of: 41,497,786"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
sole voting power legal
"Sole power to vote or to direct the vote: 41,136,055"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Convertible Preferred Stocks financial
"Shares reported include 43,952,816 Convertible Preferred Stocks"
FAQ
What stake does Capital World Investors report in Boeing (BA)?
Capital World Investors reports beneficial ownership of 41,497,786 shares, equal to 5.2% of the 801,214,440 shares believed outstanding. The filing attributes sole voting power over 41,136,055 shares.
Are any convertible instruments included in Capital World Investors' Boeing stake?
Yes. The disclosure says reported shares include 43,952,816 Convertible Preferred Stocks, which the filer represents as equivalent to 15,370,300 Common Stock for beneficial ownership calculations.
When was the ownership amount certified on the filing for BA?
The Schedule 13G is signed by Jae Won Chung on 05/13/2026 and lists the reporting date for securities as 03/31/2026, linking the reported positions to that 03/31/2026 ownership snapshot.