Morgan Stanley (EMBJ) cuts Embraer stake, now reporting 3.4% beneficial ownership

Rhea-AI Filing Summary

Morgan Stanley reported its holdings in Embraer S.A. common stock, stating beneficial ownership of 3.4% of the class as of the reported date. The firm has shared voting power over 6,216,356 shares and shared dispositive power over 24,411,548 shares, with no sole voting or dispositive power.

Morgan Stanley also stated that, as of this date, it has ceased to be the beneficial owner of more than five percent of Embraer’s common stock. The filing reflects positions held by specified Morgan Stanley reporting units, excluding certain disaggregated operating units in line with SEC Release No. 34-39538.

Key Figures

Beneficial ownership percentage: 3.4% Shared voting power shares: 6,216,356 shares Shared dispositive power shares: 24,411,548 shares +2 more

5 metrics

Beneficial ownership percentage 3.4% Percent of Embraer S.A. common stock class reported by Morgan Stanley

Shared voting power shares 6,216,356 shares Shares of Embraer common stock over which Morgan Stanley has shared voting power

Shared dispositive power shares 24,411,548 shares Shares of Embraer common stock over which Morgan Stanley has shared dispositive power

Ownership status threshold More than five percent Morgan Stanley states it has ceased to be the beneficial owner of more than five percent of the class

CUSIP 29082A107 CUSIP number for Embraer S.A. common stock referenced in the ownership report

Key Terms

beneficial owner, shared voting power, shared dispositive power, Schedule 13G/A, +1 more

5 terms

beneficial owner financial

"has ceased to be the beneficial owner of more than five percent"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

shared voting power financial

"Shared Voting Power 6,216,356.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"Shared Dispositive Power 24,411,548.00"

Schedule 13G/A regulatory

"filing reflects the securities beneficially owned in this Schedule 13G/A"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

disaggregated financial

"ownership of securities is disaggregated from that of the MS Reporting Units"

FAQ

What percentage of Embraer (EMBJ) shares does Morgan Stanley currently report owning?

Morgan Stanley reports beneficial ownership of 3.4% of Embraer’s common stock. This percentage is based on the class of securities outstanding and reflects holdings attributed to specified Morgan Stanley reporting units in accordance with SEC Release No. 34-39538.

How many Embraer (EMBJ) shares does Morgan Stanley have voting power over?

Morgan Stanley reports shared voting power over 6,216,356 shares of Embraer common stock and no sole voting power. Voting power indicates the ability to vote or direct the voting of these shares in shareholder matters.

What is Morgan Stanley’s dispositive power over Embraer (EMBJ) shares?

Morgan Stanley reports shared dispositive power over 24,411,548 shares of Embraer common stock and no sole dispositive power. Dispositive power refers to the authority to dispose of or direct the disposition of these shares.

Has Morgan Stanley’s ownership in Embraer (EMBJ) fallen below 5% of the class?

Yes. Morgan Stanley states it has ceased to be the beneficial owner of more than five percent of Embraer’s common stock. It now reports beneficial ownership at 3.4% of the outstanding class of securities.

Who is the reporting person in this Embraer (EMBJ) Schedule 13G/A filing?

The reporting person is Morgan Stanley, a Delaware entity with principal business office at 1585 Broadway, New York, NY 10036. The filing concerns its beneficial ownership of Embraer S.A. common stock under CUSIP 29082A107.

What does the Schedule 13G/A say about disaggregated Morgan Stanley units for Embraer (EMBJ)?

The filing states it reflects securities beneficially owned by certain Morgan Stanley reporting units, and excludes securities, if any, owned by other operating units whose ownership is disaggregated under SEC Release No. 34-39538.

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Available on EDGAR 08/13/2026 - 05:13 PM Accepted by SEC EDGAR 08/13/2026 - 05:12 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

EMBRAER S.A.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

29082A107

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 29082A107

1

Names of Reporting Persons

Morgan Stanley

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 6,216,356.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 24,411,548.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

24,411,548.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.4 %

12

Type of Reporting Person (See Instructions)

HC, CO

Comment for Type of Reporting Person: As of the date hereof, Morgan Stanley has ceased to be the beneficial owner of more than five percent of the class of securities.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: EMBRAER S.A.
(b)	Address of issuer's principal executive offices: AV. BRIGADEIRO FARIA LIMA 2170, SAO JOSE DOS CAMPOS, D5, 12227901
Item 2.
(a)	Name of person filing: Morgan Stanley
(b)	Address or principal business office or, if none, residence: 1585 Broadway, New York, NY 10036
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 29082A107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s).
(b)	Percent of class: 3.4 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s).
	(ii) Shared power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s).
	(iii) Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s).
	(iv) Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s).
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Morgan Stanley

Signature:	Claire Gordon
Name/Title:	Authorized Signatory, Morgan Stanley
Date:	08/13/2026