SCHEDULE: Grantham, Mayo, Van Otterloo & Co. Discloses 5.77% Stake in Green Plains Inc.

Grantham, Mayo, Van Otterloo & Co. LLC has filed an amended Schedule 13G, reporting a 5.77% beneficial ownership stake in Green Plains Inc. common stock.

Summary

• Grantham, Mayo, Van Otterloo & Co. LLC (GMO), an investment adviser, filed an Amendment No. 3 to Schedule 13G regarding its beneficial ownership in Green Plains Inc.
• As of December 31, 2025, GMO beneficially owned 4,030,658 shares of Green Plains Inc. Common Stock.
• This ownership represents 5.77% of the total class of securities.
• GMO holds sole voting power and sole dispositive power over all 4,030,658 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as the continued significant ownership by a major institutional investor like GMO suggests a degree of confidence in Green Plains Inc.'s long-term value proposition.

Positives

• A significant institutional investor, Grantham, Mayo, Van Otterloo & Co. LLC, maintains a substantial 5.77% stake in Green Plains Inc., indicating continued institutional confidence in the company.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures by institutional investors holding more than 5% of a company's stock, indicating passive investment intent. The continued presence of a significant stake by a reputable investment adviser like Grantham, Mayo, Van Otterloo & Co. LLC in Green Plains Inc. suggests ongoing institutional interest and potentially a long-term view on the company's prospects within the renewable fuels and agricultural industries.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional holding can provide a level of assurance and potentially attract further institutional interest, positively impacting investor sentiment.
• Company Management: Awareness of a large, passive institutional holder may influence strategic decisions, though GMO has certified no intent to influence control.

Key Dates

Recommendation

The filing indicates a significant, passive institutional holding by Grantham, Mayo, Van Otterloo & Co. LLC in Green Plains Inc. This suggests a vote of confidence from a sophisticated investor, which can be a positive indicator. However, as a 13G filing does not provide new operational or financial performance data, a 'hold' recommendation is appropriate, acknowledging the institutional backing without implying immediate catalysts for a 'buy' or 'sell' based solely on this ownership disclosure.

Keywords

Green Plains Inc, Grantham Mayo Van Otterloo, GMO, Beneficial Ownership, Schedule 13G, Institutional Investor, Common Stock, Investment Adviser, GPRE