| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | $747.2M | -1.7% | 5.386% | 0.03% |
| 5 | STATE STREET CORP | 3.7M | $667.4M | +2.1% | 4.811% | 0.01% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.8M | $500.4M | +2.8% | 3.612% | 0.03% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $427.7M | +1.7% | 3.083% | 0.08% |
| 8 | MORGAN STANLEY | 1.9M | $346.7M | +0.4% | 2.499% | 0.02% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 1.5M | $270.9M | +26.6% | 1.953% | 0.09% |
| 10 | Nuveen, LLC | 1.5M | $267.4M | -0.1% | 1.927% | 0.06% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.4M | $257.4M | +2.7% | 1.856% | 0.11% |
| 12 | PZENA INVESTMENT MANAGEMENT LLC | 1.4M | $242.3M | +32.1% | 1.746% | 0.71% |
| 13 | Swedbank AB | 1.3M | $232.5M | +17.3% | 1.676% | 0.20% |
| 14 | FMR LLC | 1.3M | $226.4M | +20.7% | 1.632% | 0.01% |
| 15 | NORGES BANK | 915K | $163.5M | — | 1.179% | 0.02% |
| 16 | WESTFIELD CAPITAL MANAGEMENT CO LP | 771K | $137.8M | -8.5% | 0.993% | 0.45% |
| 17 | NORTHERN TRUST CORP | 768K | $137.2M | -2.1% | 0.989% | 0.02% |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 762K | $136.1M | -42.4% | 0.981% | 0.02% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 734K | $131.2M | -1.5% | 0.946% | 0.02% |
| 20 | REGIONS FINANCIAL CORP | 711K | $127.0M | -4.2% | 0.915% | 0.76% |
| 21 | EQUITY INVESTMENT CORP | 688K | $123.0M | -15.8% | 0.886% | 2.35% |
| 22 | BANK OF AMERICA CORP /DE/ | 681K | $121.6M | +6.2% | 0.877% | 0.01% |
| 23 | NORDEA INVESTMENT MANAGEMENT AB | 650K | $117.2M | -17.7% | 0.838% | 0.10% |
| 24 | GOLDMAN SACHS GROUP INC | 651K | $116.3M | -4.0% | 0.838% | 0.01% |
| 25 | RAYMOND JAMES FINANCIAL INC | 577K | $103.1M | -4.9% | 0.743% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in GL — a direct measure of their conviction.
| 82.74% |
| 2.95 pp |
| $8.54B |
| +14% |
| Q4 2024 | 548 | +8.7% | 85.69% | +6.72 pp | $7.50B | +8.4% |
| Q3 2024 | 504 | — | 78.97% | — | $6.92B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
99 institutions opened new positions in GL during Q2 2026, while 57 fully exited. 532 added to existing positions and 54 trimmed.
GL institutional ownership rose by 1.27 percentage points quarter-over-quarter, with a net change of +47 holders.
The top 10 institutions account for 52.3% of all reported 13F value in GL, and the top 25 account for 73.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Globe Life Inc. (GL) Institutional Ownership