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Institutional Ownership · SEC Form 13F

Who owns Globe Life (GL)


Which tracked institutional funds hold GL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GL company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

667
Institutional holders
65M
Shares held (tracked funds)
70.3%
Of shares outstanding

How the tape is positioned

251 tracked funds added or opened GL while 86 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

GL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes GL more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in GL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 664 tracked filers holding GL, 324 increased or opened the position and 312 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in GL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 20

  • BRAUN STACEY ASSOCIATES INC$10M
  • Jupiter Topco LLC$6M
  • CAXTON ASSOCIATES LLP$3M
  • DARK FOREST CAPITAL MANAGEMENT LP$3M
  • Oak Thistle LLC$2M
  • IFG Advisory, LLC$2M

Full exits 50

  • TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$26M
  • INGALLS & SNYDER LLC$22M
  • DekaBank Deutsche Girozentrale$20M
  • Qube Research & Technologies Ltd$13M
  • NEW YORK STATE TEACHERS RETIREMENT SYSTEM$12M
  • SOROS FUND MANAGEMENT LLC$8M

Largest adds

  • BlackRock, Inc.$407M
  • Invesco Ltd.$274M
  • VANGUARD CAPITAL MANAGEMENT LLC$191M
  • STATE STREET CORP$158M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$155M
  • GEODE CAPITAL MANAGEMENT, LLC$121M

Largest trims

  • Woodline Partners LP$49M
  • WELLINGTON MANAGEMENT GROUP LLP$48M
  • NUANCE INVESTMENTS, LLC$20M
  • LOS ANGELES CAPITAL MANAGEMENT LLC$17M
  • Jain Global LLC$16M
  • BALYASNY ASSET MANAGEMENT L.P.$15M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added5,528,883$988M9.2%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed5,080,734$908M8.5%2026-Q2
Invesco Ltd. added4,619,219$825M7.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed4,181,598$747M7.0%2026-Q2
STATE STREET CORP added3,735,409$667M6.2%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,804,413$500M4.7%2026-Q2
DIMENSIONAL FUND ADVISORS LP added2,393,372$428M4.0%2026-Q2
MORGAN STANLEY added1,940,584$347M3.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added1,515,987$271M2.5%2026-Q2
Nuveen, LLC trimmed1,496,640$267M2.5%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,440,836$257M2.4%2026-Q2
PZENA INVESTMENT MANAGEMENT LLC added1,355,811$242M2.3%2026-Q2
Swedbank AB added1,301,300$233M2.2%2026-Q2
FMR LLC added1,266,887$226M2.1%2026-Q2
NORGES BANK trimmed915,219$164M1.5%2026-Q2
WESTFIELD CAPITAL MANAGEMENT CO LP trimmed770,990$138M1.3%2026-Q2
NORTHERN TRUST CORP trimmed768,122$137M1.3%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed761,798$136M1.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed734,319$131M1.2%2026-Q2
REGIONS FINANCIAL CORP trimmed710,501$127M1.2%2026-Q2
EQUITY INVESTMENT CORP trimmed688,216$123M1.1%2026-Q2
BANK OF AMERICA CORP /DE/ added680,759$122M1.1%2026-Q2
GOLDMAN SACHS GROUP INC trimmed650,757$116M1.1%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB trimmed650,334$117M1.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed576,832$103M1.0%2026-Q2
Bank of New York Mellon Corp trimmed543,889$97M0.9%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added491,577$88M0.8%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed490,513$88M0.8%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP added480,304$86M0.8%2026-Q2
AMERIPRISE FINANCIAL INC trimmed456,874$82M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed436,034$78M0.7%2026-Q2
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added415,201$74M0.7%2026-Q2
AMERICAN CENTURY COMPANIES INC added388,080$69M0.6%2026-Q2
UBS Group AG added356,369$64M0.6%2026-Q2
Russell Investments Group, Ltd. added340,631$61M0.6%2026-Q2
TWO SIGMA INVESTMENTS, LP added308,323$55M0.5%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added276,986$49M0.5%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed275,000$49M0.5%2026-Q2
Freestone Grove Partners LP added274,736$49M0.5%2026-Q2
JPMORGAN CHASE & CO added273,463$50M0.5%2026-Q2
BARCLAYS PLC trimmed270,769$48M0.5%2026-Q2
Gotham Asset Management, LLC added253,272$45M0.4%2026-Q2
Allianz Asset Management GmbH added242,308$34M0.3%2026-Q2
Legal & General Group Plc added222,228$40M0.4%2026-Q2
LPL Financial LLC trimmed218,228$39M0.4%2026-Q2
STIFEL FINANCIAL CORP trimmed217,702$39M0.4%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed195,217$35M0.3%2026-Q2
DEUTSCHE BANK AG\ trimmed194,212$35M0.3%2026-Q2
Artisan Partners Limited Partnership trimmed190,108$34M0.3%2026-Q2
FRANKLIN RESOURCES INC trimmed189,634$34M0.3%2026-Q2
MILLENNIUM MANAGEMENT LLC added184,772$33M0.3%2026-Q2
Arbejdsmarkedets Tillaegspension trimmed182,200$33M0.3%2026-Q2
SEGALL BRYANT & HAMILL, LLC trimmed177,752$32M0.3%2026-Q2
FIRST TRUST ADVISORS LP added172,518$31M0.3%2026-Q2
Interval Partners, LP added170,151$30M0.3%2026-Q2
California Public Employees Retirement System added168,210$30M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed167,698$30M0.3%2026-Q2
Vanguard Global Advisers, LLC trimmed164,039$29M0.3%2026-Q2
TODD ASSET MANAGEMENT LLC trimmed158,559$28M0.3%2026-Q2
Swiss National Bank trimmed157,400$28M0.3%2026-Q2
ROYAL BANK OF CANADA trimmed147,290$26M0.2%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. added139,200$25M0.2%2026-Q2
BLAIR WILLIAM & CO/IL added135,435$24M0.2%2026-Q2
Quantinno Capital Management LP added135,329$24M0.2%2026-Q2
HSBC HOLDINGS PLC added131,212$24M0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added130,419$23M0.2%2026-Q2
CITADEL ADVISORS LLC trimmed125,122$22M0.2%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC added124,931$22M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added121,201$22M0.2%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC trimmed112,280$20M0.2%2026-Q2
IEQ CAPITAL, LLC trimmed108,346$19M0.2%2026-Q2
Carmignac Gestion trimmed107,100$19M0.2%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed100,418$18M0.2%2026-Q2
NEUBERGER BERMAN GROUP LLC trimmed99,784$18M0.2%2026-Q2
STRS OHIO added97,150$17M0.2%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added96,426$17M0.2%2026-Q2
Corient Private Wealth LP added93,541$17M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed92,980$17M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added91,167$16M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed86,529$12M0.1%2026-Q2
BANK OF MONTREAL /CAN/ added85,626$15M0.1%2026-Q2
CITIGROUP INC added85,046$15M0.1%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed83,848$15M0.1%2026-Q2
Creative Planning added83,207$15M0.1%2026-Q2
Cerity Partners LLC added78,116$14M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added74,918$13M0.1%2026-Q2
PICTON MAHONEY ASSET MANAGEMENT trimmed73,697$13M0.1%2026-Q2
CIBC Bancorp USA Inc. trimmed70,203$13M0.1%2026-Q2
Polar Capital Holdings Plc added69,035$12M0.1%2026-Q2
Barbara Oil Co.67,500$12M0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added67,266$12M0.1%2026-Q2
SEI INVESTMENTS CO trimmed66,776$12M0.1%2026-Q2
VAN ECK ASSOCIATES CORP added66,502$12M0.1%2026-Q2
Bridgewater Associates, LP added66,120$12M0.1%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed63,396$11M0.1%2026-Q2
Cohen Klingenstein LLC63,089$11M0.1%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed62,946$11M0.1%2026-Q2
MARSHALL WACE, LLP added61,638$11M0.1%2026-Q2
&PARTNERS added61,392$11M0.1%2026-Q2
LEAVELL INVESTMENT MANAGEMENT, INC. trimmed60,714$11M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership