0001072613-14-000086.txt : 20140213 0001072613-14-000086.hdr.sgml : 20140213 20140213101414 ACCESSION NUMBER: 0001072613-14-000086 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140213 DATE AS OF CHANGE: 20140213 EFFECTIVENESS DATE: 20140213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Grantham, Mayo, Van Otterloo & Co. LLC CENTRAL INDEX KEY: 0001352662 IRS NUMBER: 042691242 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11599 FILM NUMBER: 14603515 BUSINESS ADDRESS: STREET 1: 40 ROWES WHARF CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-330-7500 MAIL ADDRESS: STREET 1: 40 ROWES WHARF CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001352662 XXXXXXXX 12-31-2013 12-31-2013 false Grantham, Mayo, Van Otterloo & Co. LLC

40 Rowes Wharf Boston MA 02110

13F HOLDINGS REPORT 028-11599 N John B. McGinty, Jr. 617-790-5031 /s/ John B. McGinty, Jr. Boston MA 02-13-2014 0 662 41206988 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 778433 5550325 SH SOLE 5323386 0 226939 ABBOTT LABS COM 002824100 619208 16154651 SH SOLE 15439420 0 715231 ABBVIE INC COM 00287Y109 15003 284091 SH SOLE 284091 0 0 ABERCROMBIE & FITCH CO CL A 002896207 248 7531 SH SOLE 7531 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 204166 2483168 SH SOLE 2387568 0 95600 ACE LTD SHS H0023R105 8407 81200 SH SOLE 81200 0 0 ACTAVIS PLC SHS G0083B108 3074 18296 SH SOLE 18296 0 0 ADOBE SYS INC COM 00724F101 85124 1421584 SH SOLE 1355684 0 65900 ADVANCE AUTO PARTS INC COM 00751Y106 3769 34057 SH SOLE 34057 0 0 AECOM TECHNOLOGY CORP DELAWA COM 00766T100 394 13378 SH SOLE 13378 0 0 AETNA INC NEW COM 00817Y108 25519 372054 SH SOLE 372054 0 0 AFFILIATED MANAGERS GROUP COM 008252108 4332 19973 SH SOLE 19973 0 0 AFLAC INC COM 001055102 29836 446641 SH SOLE 446641 0 0 AGCO CORP COM 001084102 3692 62371 SH SOLE 62371 0 0 AGRIUM INC COM 008916108 22095 241600 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19582 635787 SH SOLE 374060 0 261727 TAYLOR MORRISON HOME CORP CL A 87724P106 4327 192738 SH SOLE 192738 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 1875 61200 SH SOLE 61200 0 0 TE CONNECTIVITY LTD REG SHS H84989104 6404 116213 SH SOLE 116213 0 0 TECH DATA CORP COM 878237106 407 7882 SH SOLE 7882 0 0 TECHNE CORP COM 878377100 928 9800 SH SOLE 9800 0 0 TECK RESOURCES LTD CL B 878742204 13904 534300 SH SOLE 384800 0 149500 TELEFONICA BRASIL SA SPONSORED ADR 87936R106 54413 2831076 SH SOLE 2638476 0 192600 TEMPUR SEALY INTL INC COM 88023U101 425 7880 SH SOLE 7880 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 495 11743 SH SOLE 11743 0 0 TERADATA CORP DEL COM 88076W103 4649 102194 SH SOLE 102194 0 0 TESORO CORP COM 881609101 1010 17263 SH SOLE 17263 0 0 TEXAS INSTRS INC COM 882508104 10837 246799 SH SOLE 246499 0 300 THERAVANCE INC COM 88338T104 2592 72694 SH SOLE 72694 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 4851 43565 SH SOLE 43565 0 0 TIM HORTONS INC COM 88706M103 426 7300 SH SOLE 7300 0 0 TIM PARTICIPACOES S A SPONSORED ADR 88706P205 18229 694700 SH SOLE 655900 0 38800 TIME WARNER INC COM NEW 887317303 11105 159287 SH SOLE 159287 0 0 TJX COS INC NEW COM 872540109 112701 1768418 SH SOLE 1712068 0 56350 TORCHMARK CORP COM 891027104 4872 62346 SH SOLE 62346 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 22069 234226 SH SOLE 156804 0 77422 TOWERS WATSON & CO CL A 891894107 881 6904 SH SOLE 6904 0 0 TRANSGLOBE ENERGY CORP COM 893662106 379 45400 SH SOLE 45400 0 0 TRAVELERS COMPANIES INC COM 89417E109 16367 180774 SH SOLE 180774 0 0 TRW AUTOMOTIVE HLDGS CORP COM 87264S106 3508 47153 SH SOLE 47153 0 0 TUPPERWARE BRANDS CORP COM 899896104 21667 229207 SH SOLE 204573 0 24634 TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 1190 89106 SH SOLE 85506 0 3600 TUTOR PERINI CORP COM 901109108 285 10853 SH SOLE 10853 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 540 15339 SH SOLE 15339 0 0 TWENTY FIRST CENTY FOX INC CL B 90130A200 401 11600 SH SOLE 11600 0 0 TYSON FOODS INC CL A 902494103 3302 98699 SH SOLE 98699 0 0 ULTRAPAR PARTICIPACOES S A SP ADR REP COM 90400P101 279 11780 SH SOLE 11780 0 0 UNILEVER PLC SPON ADR NEW 904767704 14568 353583 SH SOLE 318683 0 34900 UNION PAC CORP COM 907818108 5955 35447 SH SOLE 35447 0 0 UNISYS CORP COM NEW 909214306 368 10964 SH SOLE 10964 0 0 UNIT CORP COM 909218109 950 18400 SH SOLE 18400 0 0 UNITED CONTL HLDGS INC COM 910047109 9871 260934 SH SOLE 260934 0 0 UNITED RENTALS INC COM 911363109 850 10900 SH SOLE 10900 0 0 UNITED STATIONERS INC COM 913004107 467 10176 SH SOLE 10176 0 0 UNITED TECHNOLOGIES CORP COM 913017109 297575 2614892 SH SOLE 2498692 0 116200 UNITEDHEALTH GROUP INC COM 91324P102 577142 7664565 SH SOLE 7367315 0 297250 UNIVERSAL CORP VA COM 913456109 390 7142 SH SOLE 7142 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 641 7889 SH SOLE 7889 0 0 UNUM GROUP COM 91529Y106 13008 370814 SH SOLE 370814 0 0 URS CORP NEW COM 903236107 473 8917 SH SOLE 8917 0 0 US BANCORP DEL COM NEW 902973304 17489 432900 SH SOLE 432900 0 0 V F CORP COM 918204108 21196 340008 SH SOLE 340008 0 0 VALASSIS COMMUNICATIONS INC COM 918866104 383 11169 SH SOLE 11169 0 0 VALE S A ADR 91912E105 133108 8728370 SH SOLE 7589030 0 1139340 VALE S A ADR REPSTG PFD 91912E204 178543 12744003 SH SOLE 11597488 0 1146515 VALEANT PHARMACEUTICALS INTL COM 91911K102 29096 248074 SH SOLE 248074 0 0 VALERO ENERGY CORP NEW COM 91913Y100 17823 353638 SH SOLE 353638 0 0 VALIDUS HOLDINGS LTD COM SHS G9319H102 568 14110 SH SOLE 14110 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 67237 1634341 SH SOLE 1634341 0 0 VARIAN MED SYS INC COM 92220P105 10936 140763 SH SOLE 140763 0 0 VENTAS INC COM 92276F100 4209 73484 SH SOLE 73484 0 0 VERISK ANALYTICS INC CL A 92345Y106 5629 85655 SH SOLE 85655 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 247 5019 SH SOLE 5019 0 0 VIACOM INC NEW CL B 92553P201 4682 53609 SH SOLE 53609 0 0 VIASAT INC COM 92552V100 1146 18300 SH SOLE 18300 0 0 VIMPELCOM LTD SPONSORED ADR 92719A106 20062 1550400 SH SOLE 1439400 0 111000 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 23630 282384 SH SOLE 247100 0 35284 VISA INC COM CL A 92826C839 55318 248418 SH SOLE 236521 0 11897 VISTAPRINT N V SHS N93540107 722 12695 SH SOLE 12695 0 0 VONAGE HLDGS CORP COM 92886T201 199 59672 SH SOLE 59672 0 0 VORNADO RLTY TR SH BEN INT 929042109 4251 47881 SH SOLE 47881 0 0 VULCAN MATLS CO COM 929160109 4159 70000 SH SOLE 70000 0 0 W & T OFFSHORE INC COM 92922P106 282 17613 SH SOLE 17613 0 0 WADDELL & REED FINL INC CL A 930059100 485 7449 SH SOLE 7449 0 0 WAL-MART STORES INC COM 931142103 1135147 14425556 SH SOLE 13816374 0 609182 WALGREEN CO COM 931422109 204251 3555906 SH SOLE 3410406 0 145500 WASTE MGMT INC DEL COM 94106L109 947 21100 SH SOLE 21100 0 0 WATERS CORP COM 941848103 5433 54333 SH SOLE 54333 0 0 WEATHERFORD INTERNATIONAL LT REG SHS H27013103 723 46700 SH SOLE 46700 0 0 WEIGHT WATCHERS INTL INC NEW COM 948626106 249 7551 SH SOLE 7551 0 0 WELLPOINT INC COM 94973V107 149103 1613844 SH SOLE 1553144 0 60700 WELLS FARGO & CO NEW COM 949746101 160938 3544889 SH SOLE 3478189 0 66700 WESCO AIRCRAFT HLDGS INC COM 950814103 761 34700 SH SOLE 34700 0 0 WESTERN ASSET GLOBAL CP DEFI COM 95790C107 970 53675 SH SOLE 53675 0 0 WESTERN ASSET HGH YLD DFNDFD COM 95768B107 2069 116871 SH SOLE 116871 0 0 WESTERN ASSET HIGH INCM OPP COM 95766K109 2085 351566 SH SOLE 351566 0 0 WESTERN ASSET INFL MGMT FD I COM 95766U107 918 54199 SH SOLE 54199 0 0 WESTERN DIGITAL CORP COM 958102105 16326 194593 SH SOLE 194593 0 0 WESTERN UN CO COM 959802109 6966 403853 SH SOLE 403853 0 0 WESTLAKE CHEM CORP COM 960413102 232 1900 SH SOLE 1900 0 0 WEYERHAEUSER CO COM 962166104 4413 139800 SH SOLE 139800 0 0 WHIRLPOOL CORP COM 963320106 4782 30486 SH SOLE 30486 0 0 WHITING PETE CORP NEW COM 966387102 569 9200 SH SOLE 9200 0 0 WILEY JOHN & SONS INC CL A 968223206 758 13733 SH SOLE 13733 0 0 WINDSTREAM HLDGS INC COM 97382A101 612 76727 SH SOLE 76727 0 0 WIPRO LTD SPON ADR 1 SH 97651M109 7168 569355 SH SOLE 400823 0 168532 WORLD ACCEP CORP DEL COM 981419104 385 4394 SH SOLE 4394 0 0 WPX ENERGY INC COM 98212B103 532 26100 SH SOLE 26100 0 0 XEROX CORP COM 984121103 4247 348940 SH SOLE 348940 0 0 XL GROUP PLC SHS G98290102 2273 71400 SH SOLE 71400 0 0 YAHOO INC COM 984332106 61211 1513636 SH SOLE 1416713 0 96923 YANZHOU COAL MNG CO LTD SPON ADR H SHS 984846105 472 51084 SH SOLE 46384 0 4700 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 1424 43194 SH SOLE 43194 0 0 YUM BRANDS INC COM 988498101 45906 607138 SH SOLE 565844 0 41294 ZIMMER HLDGS INC COM 98956P102 213211 2287917 SH SOLE 2187076 0 100841 ZIONS BANCORPORATION COM 989701107 1339 44708 SH SOLE 44708 0 0