[SCHEDULE 13G/A] Golar LNG Ltd SEC Filing

Rhea-AI Filing Summary

Morgan Stanley has filed Amendment No. 1 to Schedule 13G for Golar LNG Ltd. (NASDAQ: GLNG). The filing, triggered by an event dated 30 June 2025, shows the bank now beneficially owns 2,531,820 common shares, equal to 2.4 % of the outstanding class.

Key ownership details include:

• Sole voting / dispositive power: 0 shares
• Shared voting power: 2,265,719 shares
• Shared dispositive power: 2,531,820 shares

The cover page explicitly states that Morgan Stanley has ceased to be a beneficial owner of more than 5 % of GLNG common stock, meaning the firm has reduced its position below the threshold that would classify it as a 5 % or greater holder. All shares are reported as held in the ordinary course of business, with no intent to influence control of the issuer.

The certification is signed by Authorized Signatory Christopher O’Hara on 8 July 2025.

Positive

• None.

Negative

• Morgan Stanley reduced its GLNG ownership below the 5 % threshold, potentially signalling lower institutional conviction and marginally weaker shareholder support.

Insights

Securities Analyst

TL;DR – Morgan Stanley cut its GLNG stake to 2.4 %, losing 5 % holder status; signal is mildly negative but not transformative.

Morgan Stanley’s amended 13G shows its ownership of Golar LNG common shares has dropped below the 5 % reporting threshold, now at 2.4 %. While the filing confirms that the position is held for ordinary-course trading and not strategic control, the move removes a sizeable institutional shareholder from the influential block-holder category. For investors, this suggests reduced passive support from a major broker-dealer, which can modestly dampen sentiment and liquidity support. However, the bank still holds over 2.5 million shares, so it remains a top-20 holder. No operational or financial metrics of GLNG are affected; therefore, the broader investment thesis around LNG shipping fundamentals stays unchanged.

Portfolio Manager

TL;DR – Stake reduction reflects possible de-risking; limited near-term impact but marginally negative signal.

Dropping from >5 % to 2.4 % implies Morgan Stanley disposed of roughly half its prior position. While ordinary-course language minimizes activist concerns, the sell-down signals less conviction and could contribute to incremental selling pressure if other holders follow. The change modestly increases GLNG’s free float, which is generally positive for liquidity, yet it also indicates a major institution is not actively adding. On balance, the disclosure is slightly negative for sentiment but not materially impactful to valuation without accompanying fundamental news.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

GOLAR LNG LTD

(Name of Issuer)

Common Shares

(Title of Class of Securities)

G9456A100

(CUSIP Number)

06/30/2025

(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)

SCHEDULE 13G

CUSIP No. G9456A100

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 2,265,719.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,531,820.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,531,820.00

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)

2.4 %

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: GOLAR LNG LTD
(b)	Address of issuer's principal executive offices: 2ND FLOOR, S.E. PEARMAN BUILDING, 9 PAR-LA-VILLE ROAD, HAMILTON, D0, 11
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 Shares
(e)	CUSIP No.: G9456A100
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: 2.4 %
(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 acquired and are held in the ordinary course of business and 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:	Christopher O'Hara
Name/Title:	Authorized Signatory, Morgan Stanley
Date:	07/08/2025