Control Profile

Who controls United States Steel Corporation?

Nippon Steel owns every common share of U.S. Steel. The U.S. government owns one share of Class G preferred stock and can block what matters most.

Controller
Nippon Steel Corporation
Mechanism
Golden share
Jurisdiction
Delaware, United States
Status
Wholly owned, subject to government consent

Nippon Steel Corporation

United States Steel Corporation

Economic ownership100.0%
Voting power100.0%
Control WedgeNone

Votes track ownership one for one. Any gap between ownership and control here comes from somewhere other than share class.

Every common share was converted into $55.00 in cash at the effective time and the company deregistered days later, so the common equity is wholly owned within the Nippon Steel group. A zero wedge is the correct reading and not a null result: it says the divergence at this company is not in the share register at all.

As of: 2025-06-18

Source: United States Steel Corporation Current Report on Form 8-K — completion of merger and entry into the National Security Agreement

U.S. Steel is the profile that most clearly justifies building a decision-rights table instead of a cap table.

The ownership question has a one-word answer. On June 18, 2025, the merger with Nippon Steel completed, every share of common stock became the right to receive $55.00 in cash, and the company survived as a subsidiary of Nippon Steel North America. It deregistered twelve days later. There is no float, no minority, and no second class of common.

So the Control Wedge is zero, and the zero is informative. Votes track ownership exactly. Whatever constrains the owner of this company is not in the share register.

One share, and what it does

Five days before closing, on June 13, 2025, the company entered a National Security Agreement with Nippon Steel, its US parent, and the U.S. Government, represented by the Treasury and Commerce Departments. Under it, U.S. Steel issues a single share of Class G Preferred Stock — the filing itself calls it "the Golden Share" — to the U.S. Government.

The 8-K describes the effect in one sentence: through its ownership of the Golden Share, the U.S. Government has certain rights over non-ordinary-course matters, including matters relating to governance, domestic production, and trade.

One share. No dividend, no meaningful economic claim, no ordinary vote. Its entire value is the word "certain" in that sentence.

Why this belongs in a control dataset

An ownership-percentage analysis of U.S. Steel returns "100% Nippon Steel" and stops. That answer is complete, accurate, and wrong about who can do what.

Both decision rights below are recorded as needing another party's agreement, and unusually the other party is a government rather than a shareholder. The sole stockholder of a Delaware corporation ordinarily elects the entire board and approves a sale by written consent in an afternoon. Here it cannot do either free of a consent right held by an entity with no economic stake at all.

That is the same structural shape as Bosch and Bertelsmann — authority separated from economics — arrived at by an entirely different route. Bosch used a founder's will. Bertelsmann used a management company. U.S. Steel used a regulatory settlement attached to a preferred share. The mechanism differs; the question a reader needs answered does not.

What is not established here

The specific list of vetoes. The 8-K describes the government's rights only by category, and the National Security Agreement itself is not among the filed exhibits reviewed here. Widely reported specifics — consent over relocating headquarters, closing facilities, moving production abroad, changing the company's name — are not established by the primary source cited above and are deliberately not stated as fact in the table.

Also the duration. Nothing in the filing reviewed sets an end date, but absence of a stated expiry in an 8-K summary is not the same as a perpetual right, and the underlying agreement would settle it.

Decision rights

Each row is a decision the company can face, who holds it, and whether the controller can carry it without anyone else's agreement.

DecisionWho holds itControllerSource
Elect directorsNippon Steel North America as sole stockholder, subject to the U.S. Government's governance rights under the National Security AgreementNeeds agreementForm 8-K
Approve a saleNippon Steel North America as sole stockholder, subject to U.S. Government consent over non-ordinary-course mattersNeeds agreementForm 8-K

Durability

No sunset

The government's rights run through the National Security Agreement and the single Class G Preferred share issued under it, not through a shareholding that could be diluted or bought. There is no stated expiry in the filing. Because the rights are contractual and regulatory rather than proprietary, the usual questions — can it be sold, does it convert, does it lapse on transfer — do not apply in the ordinary way.

Source: United States Steel Corporation Current Report on Form 8-K — completion of merger and entry into the National Security Agreement