CRGI Reports 194.88M NU Shares (5.2%)
Rhea-AI Filing Summary
Nu Holdings Ltd. disclosed that Capital Research Global Investors is the beneficial owner of 194,880,670 shares, equal to 5.2% of the company’s approximately 3,768,057,942 shares outstanding. The filing shows sole voting power for 194,641,745 shares and sole dispositive power for 194,880,670 shares, with no shared voting or dispositive power reported. The reporting person identifies itself as an investment adviser organized in Delaware and certifies the securities were acquired and are held in the ordinary course of business, not to change or influence control of the issuer. This document is an amendment updating the Schedule 13G disclosure for the reporting person.
Positive
- Beneficial ownership disclosed: Capital Research Global Investors is reported as beneficial owner of 194,880,670 shares (5.2%) of Nu Holdings.
- Clear control metrics provided: The filing specifies sole voting power of 194,641,745 shares and sole dispositive power of 194,880,670 shares with no shared power reported.
- Ordinary-course certification: The reporting person certifies the securities were acquired and are held in the ordinary course of business and not to change or influence control.
Negative
- None.
Insights
TL;DR: An institutional adviser reports a passive 5.2% stake with sole voting and dispositive control for the shares reported.
The filing shows Capital Research Global Investors as beneficial owner of 194,880,670 Nu shares, representing 5.2% of the ~3.768 billion shares outstanding. Reported sole voting power (194,641,745) and sole dispositive power (194,880,670) indicate consolidated administrative control over these holdings at the reporting-person level, while the statement that the securities were acquired and are held in the ordinary course of business signals passive intent as documented in the certification.
TL;DR: The Schedule 13G amendment documents a material passive stake with no shared control or group affiliations disclosed.
The amendment documents a >5% institutional position by an investment-adviser entity organized in Delaware. The filing does not identify any group members or shared dispositive/voting arrangements, and the certifying language states the holdings are not intended to influence control. Based solely on this disclosure, the filing presents a static ownership disclosure relevant for governance records but includes no express activism or governance change plans.