SCHEDULE: FIL Limited Reports 5.2% Stake in Inter&Co Inc.

Sentiment:

Schedule 13G Amendment 6 August 2025 11:36 AM

FIL Limited, Pandanus Partners, L.P., and Pandanus Associates, Inc. jointly report beneficial ownership of 5.2% of Inter&Co Inc.'s Class A Common Stock as of June 30, 2025.

Summary

FIL Limited, Pandanus Partners, L.P., and Pandanus Associates, Inc. have filed a Schedule 13G amendment regarding their ownership in Inter&Co Inc.
As of June 30, 2025, the aggregate amount beneficially owned by each reporting person is 16,888,517 shares, representing 5.2% of the class.
FIL Limited has sole voting power over 14,067,218 shares and sole dispositive power over 16,888,517 shares.
Pandanus Partners, L.P. and Pandanus Associates, Inc. each have sole dispositive power over 16,888,517 shares.
The filing indicates that one or more other persons have the right to receive dividends or proceeds from the sale of the Class A Common Stock, but no single person's interest exceeds 5% of the total outstanding shares.

Sentiment

Score: 5

Explanation: Neutral sentiment as the filing is a standard disclosure of ownership.

Positives

The filing indicates a significant ownership stake (5.2%) by FIL Limited and related entities, suggesting confidence in Inter&Co Inc.
FIL Limited has sole voting power over a substantial portion of the shares (14,067,218), indicating influence over company decisions.

Future Outlook

There are no explicit forward-looking statements in this filing.

Industry Context

This filing is a routine disclosure required by the SEC for entities holding more than 5% of a publicly traded company's stock. It reflects the ownership structure and potential influence of major shareholders.

Comparison to Industry Standards

Comparable filings are made by major institutional investors like BlackRock, Vanguard, and State Street when their ownership in a company exceeds 5%.
The level of detail provided in this Schedule 13G is standard for such filings, including information on voting power and dispositive power.
Similar filings are seen across various industries, reflecting the ownership transparency required by the SEC.

Stakeholder Impact

Shareholders: The filing provides transparency regarding major ownership, which can influence investor confidence.
Employees: No direct impact on employees is apparent from this filing.
Customers: No direct impact on customers is apparent from this filing.
Suppliers: No direct impact on suppliers is apparent from this filing.
Creditors: No direct impact on creditors is apparent from this filing.

Key Dates

Date	Description
2023-05-23	Effective date of Power of Attorney for Richard Bourgelas.
2024-07-10	Date of Schedule 13G filed by FIL Limited, accession number: -24-000124.
2025-06-30	Date of event which requires filing of this statement (ownership percentage).
2025-08-05	Date of signing the Schedule 13G amendment.

Recommendation

hold

The filing is a standard disclosure of ownership and does not contain any information that would warrant a change in investment recommendation. A hold recommendation is appropriate as the filing does not indicate any significant positive or negative developments.

Keywords

Schedule 13G, Beneficial Ownership, Inter&Co Inc., FIL Limited, Pandanus Partners, Class A Common Stock, Shareholding

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