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CRGI Reports 194.88M NU Shares (5.2%)

Filing Impact
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(Neutral)
Form Type
SCHEDULE 13G/A

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.






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)






SCHEDULE 13G





SCHEDULE 13G



Capital Research Global Investors
Signature:Jae Won Chung
Name/Title:Vice President and Senior Counsel II, Capital Research and Management Company
Date:08/05/2025

FAQ

How many Nu Holdings (NU) shares does Capital Research Global Investors report owning?

The filing reports 194,880,670 shares beneficially owned by Capital Research Global Investors.

What percentage of NU does the filing state Capital Research Global Investors owns?

The filing states ownership of 5.2% of Nu Holdings' outstanding common stock.

How many shares does Capital Research Global Investors have sole voting power over?

The filing reports sole voting power over 194,641,745 shares and no shared voting power.

Does the filing indicate the holdings were acquired to influence control of Nu Holdings (NU)?

The reporting person certifies the securities were acquired and are held in the ordinary course of business and were not acquired to change or influence control.

Does the Schedule 13G/A identify any group members or shared dispositive power?

No. The filing indicates no shared dispositive or voting power and lists no group members.

Who signed the Schedule 13G/A on behalf of the reporting person?

The filing is signed by Jae Won Chung, identified as Vice President and Senior Counsel II at Capital Research and Management Company.

What issuer and class are covered by this Schedule 13G/A?

The filing covers Nu Holdings Ltd. and its common stock class.
Nu Hldgs Ltd

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