greeksoup/ stock research
Stock research / United States / GL / 13F holders

Globe Life Inc. 13F holders

706 funds reported a position in Globe Life Inc. in their 13F for the quarter ended 30 June 2026, together 64.9 million shares worth $11.57 billion. Against the quarter before, 84 opened a position, 226 added, 216 trimmed and 61 sold out; together they sold a net 122,346 shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Invesco Ltd.

Funds holding706+34 on Q1 2026
Shares they held64.9Mworth $11.57 billion
Net sold on the quarter122,346 sharesabout $21.8 million at the funds' values
Funds buying to selling310 to 277opened or added, to cut or sold
Opened 84Added 226Held 176Trimmed 216Sold out 61
Opened: 84 fundsAdded: 226 fundsHeld: 176 fundsTrimmed: 216 fundsSold out: 61 funds

What each fund did in GL against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 527 funds, 69.0 million shares527Q3 2024Q4 2024: 568 funds, 69.8 million shares568Q4 2024Q1 2025: 609 funds, 67.8 million shares609Q1 2025Q2 2025: 642 funds, 68.0 million shares642Q2 2025Q3 2025: 677 funds, 66.5 million shares677Q3 2025Q4 2025: 685 funds, 65.6 million shares685Q4 2025Q1 2026: 672 funds, 64.2 million shares672Q1 2026Q2 2026: 706 funds, 64.9 million shares706Q2 2026

Funds reporting a position in GL in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 330 reported a position in Globe Life Inc.: 23 opened one, 95 added, 99 trimmed and 37 sold out, a net 1.7 million shares bought.

FundChange in sharesShares nowStatusFiling
Pzena Investment Management LLC+2,123,2823,479,093added13F
Equity Investment Corp.-241,721446,495trimmed13F
DekaBank Deutsche Girozentrale-107,89833,645trimmed13F
Amundi-89,79772,426trimmed13F
Dimensional Fund Advisors LP+86,4062,479,778added13F
Geode Capital Management, LLC-71,8872,732,526trimmed13F
Russell Investments Group, Ltd.+59,985400,616added13F
Allworth Financial LP+54,27254,272new13F
Bank of New York Mellon Corp-41,401502,488trimmed13F
Savant Capital, LLC+37,48856,539added13F
Arbejdsmarkedets Tillaegspension-37,200145,000trimmed13F
Great Lakes Advisors, LLC-27,95831,289trimmed13F
Deutsche Bank AG+21,864216,076added13F
Braun Stacey Associates Inc.+20,44076,902added13F
Virginia Retirement Systems ET Al-20,4005,200trimmed13F
Strs Ohio+17,211114,361added13F
Patton Fund Management, Inc.+15,62115,621new13F
Natixis-14,7508,578trimmed13F
Principal Financial Group Inc.-12,30080,680trimmed13F
Creative Planning+11,09994,306added13F
Todd Asset Management LLC-9,807148,752trimmed13F
Mackenzie Financial Corp.+9,38612,268added13F
Buck Wealth Strategies, LLC+8,39920,842added13F
Synergy Asset Management, LLC-8,2401,310trimmed13F
Barclays PLC-7,855262,914trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Globe Life Inc. in a 13F for the quarter ended 30 September 2026, and 6 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 2.7 million shares worth $452.0 million, 0.0% of its reported book. Sold out: Soros Fund Management, Point72 Asset Management. In the quarter, 0 funds added or opened a position and 1 trimmed or sold out; together they sold a net 71,887 shares, about $11.9 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management2,732,526$452.0 million0.0%-71,887trimmed30 September 202613F
FMR LLC1,266,887$226.4 million0.0%+216,923added30 June 2026, an earlier quarter13F
Norges Bank915,219$163.5 million0.0%held30 June 2026, an earlier quarter13F
Two Sigma Investments308,323$55.1 million0.0%+204,370added30 June 2026, an earlier quarter13F
Millennium Management184,772$33.0 million0.0%+31,417added30 June 2026, an earlier quarter13F
Citadel Advisors125,122$22.4 million0.0%-126,935trimmed30 June 2026, an earlier quarter13F
Bridgewater Associates66,120$11.8 million0.0%+60,996added30 June 2026, an earlier quarter13F
Soros Fund Management0$00.0%-59,695exited30 June 2026, an earlier quarter13F
Point72 Asset Management0$00.0%-42,063exited30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.5,528,8838.51%$987.9 million0.01%-13,64813F
Vanguard Capital Management LLC5,080,7347.82%$907.8 million0.02%-69,25813F
Invesco Ltd.4,619,2197.11%$825.4 million0.07%+602,86913F
Vanguard Portfolio Management LLC4,181,5986.44%$747.2 million0.03%-72,50513F
State Street Corp.3,735,4095.75%$667.4 million0.02%+76,74513F
Geode Capital Management, LLC2,804,4134.32%$500.4 million0.03%+75,07913F
Dimensional Fund Advisors LP2,393,3723.69%$427.7 million0.08%+40,18013F
Morgan Stanley1,940,5842.99%$346.7 million0.02%+8,70613F
AQR Capital Management LLC1,515,9872.33%$270.9 million0.09%+318,08513F
Nuveen, LLC1,496,6402.30%$267.4 million0.06%-2,20713F
Arrowstreet Capital, Limited Partnership1,440,8362.22%$257.4 million0.11%+37,86013F
Pzena Investment Management LLC1,355,8112.09%$242.3 million0.71%+329,56513F
Swedbank AB1,301,3002.00%$232.5 million0.20%+192,10013F
FMR LLC1,266,8871.95%$226.4 million0.01%+216,92313F
Norges Bank915,2191.41%$163.5 million0.02%13F
Westfield Capital Management Co. LP770,9901.19%$137.8 million0.45%-71,43313F
Northern Trust Corp.768,1221.18%$137.2 million0.02%-16,78613F
Wellington Management Group LLP761,7981.17%$136.1 million0.02%-561,68313F
Charles Schwab Investment Management Inc.734,3191.13%$131.2 million0.02%-11,29813F
Regions Financial Corp.710,5011.09%$127.0 million0.76%-31,40913F
Equity Investment Corp.688,2161.06%$123.0 million2.35%-129,09013F
Bank of America Corp.680,7591.05%$121.6 million0.01%+39,41613F
Nordea Investment Management AB650,3341.00%$117.2 million0.10%-139,54313F
Goldman Sachs Group Inc.650,7571.00%$116.3 million0.01%-27,09413F
Raymond James Financial Inc.576,8320.89%$103.1 million0.03%-29,38313F
Bank of New York Mellon Corp543,8890.84%$97.2 million0.02%-15,02213F
Victory Capital Management Inc.491,5770.76%$87.8 million0.05%+26,80913F
Jacobs Levy Equity Management, Inc.490,5130.76%$87.6 million0.32%-87,94313F
Ameriprise Financial Inc.456,8740.70%$81.6 million0.02%-22,82213F
Vanguard Fiduciary Trust Co.436,0340.67%$77.9 million0.02%-11,71913F
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main415,2010.64%$74.2 million0.06%+143,50813F
American Century Companies Inc.388,0800.60%$69.3 million0.03%+68,34913F
UBS Group AG356,3690.55%$63.7 million0.01%+114,97413F
Russell Investments Group, Ltd.340,6310.52%$60.9 million0.05%+86,58513F
Two Sigma Investments, LP308,3230.47%$55.1 million0.04%+204,37013F
JPMorgan Chase & Co.273,4630.42%$49.7 million0.00%+66,64613F
Price T Rowe Associates Inc.276,9860.43%$49.5 million0.01%+54,28213F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC275,0000.42%$49.1 million0.01%-1,77013F
Freestone Grove Partners LP274,7360.42%$49.1 million0.32%+1,17113F
Barclays PLC270,7690.42%$48.4 million0.01%-48,50513F
Gotham Asset Management, LLC253,2720.39%$45.3 million0.10%+91,87413F
Legal & General Group Plc222,2280.34%$39.7 million0.01%+21,22713F
LPL Financial LLC218,2280.34%$39.0 million0.01%-5,58713F
Stifel Financial Corp.217,7020.34%$38.9 million0.03%-5,43213F
BNP Paribas Financial Markets195,2170.30%$34.9 million0.02%-16,65213F
Deutsche Bank AG194,2120.30%$34.7 million0.01%-16,58713F
Artisan Partners Limited Partnership190,1080.29%$34.0 million0.06%-105,86113F
Franklin Resources Inc.189,6340.29%$33.9 million0.01%-94,58613F
Millennium Management LLC184,7720.28%$33.0 million0.02%+31,41713F
Arbejdsmarkedets Tillaegspension182,2000.28%$32.6 million0.71%-63013F
The 50 largest of the 706 funds that reported a position in GL in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on GL

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls35,400$6.3 million30 June 202613F
Citadel AdvisorsPuts18,700$3.3 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
6 May 202613GInvesco Ltd. and 1 other4.0 million5.1%31 March 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other5.8 million7.5%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other4.3 million5.4%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
30 January 202613G/AThe Vanguard Group and 1 other10.1 million12.7%31 December 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
26 August 2026304$172.24SEC
24 August 20265$171.08SEC
20 August 2026627$171.46SEC
18 August 202680$179.41SEC
17 August 20261,681$181.00SEC
14 August 2026255$180.67SEC
13 August 202625$177.91SEC
12 August 202613$181.04SEC
11 August 202614$183.26SEC
6 August 2026104$183.86SEC
5 August 202682$183.90SEC
4 August 2026104$184.09SEC
29 July 202620,968$179.17SEC
17 July 202652$184.56SEC
16 July 2026252$181.51SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 20,968 on 29 July 2026. A fail is an operational fact about settlement, not a position.