Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in GL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.5M | $771.4M | -2.6% | 7.065% | 0.01% |
| 2 | Invesco Ltd. | 4.0M | $559.0M | +1.7% | 5.120% | 0.09% |
| 3 | STATE STREET CORP | 3.7M | $509.2M | +15.3% | 4.664% | 0.02% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 2.7M | $379.3M | +0.8% | 3.479% | 0.02% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $327.5M | +10.2% | 3.000% | 0.07% |
| 6 | MORGAN STANLEY | 1.9M | $268.9M | +3.9% | 2.463% | 0.02% |
| 7 | Nuveen, LLC | 1.5M | $208.6M | +9.1% | 1.911% | 0.06% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.4M | $195.3M | -2.3% | 1.789% | 0.11% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 1.3M | $184.2M | -16.3% | 1.687% | 0.03% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 1.2M | $164.4M | +18.8% | 1.527% | 0.08% |
| 11 | Swedbank AB | 1.1M | $154.4M | +15.3% | 1.414% | 0.16% |
| 12 | FMR LLC | 1.0M | $146.1M | +44.1% | 1.339% | 0.01% |
| 13 | PZENA INVESTMENT MANAGEMENT LLC | 1.0M | $142.8M | +5.1% | 1.308% | 0.46% |
| 14 | WESTFIELD CAPITAL MANAGEMENT CO LP | 842K | $117.2M | +38.4% | 1.074% | 0.49% |
| 15 | EQUITY INVESTMENT CORP | 817K | $113.7M | +0.9% | 1.042% | 2.23% |
| 16 | NORTHERN TRUST CORP | 785K | $109.2M | +2.2% | 1.001% | 0.01% |
| 17 | NORDEA INVESTMENT MANAGEMENT AB | 790K | $107.2M | -0.5% | 1.007% | 0.10% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 746K | $103.8M | +1.9% | 0.950% | 0.02% |
| 19 | REGIONS FINANCIAL CORP | 742K | $103.3M | -2.2% | 0.946% | 0.67% |
| 20 | GOLDMAN SACHS GROUP INC | 678K | $94.3M | +1.3% | 0.864% | 0.01% |
| 21 | BANK OF AMERICA CORP /DE/ | 641K | $89.3M | -7.2% | 0.818% | 0.01% |
| 22 | RAYMOND JAMES FINANCIAL INC | 606K | $84.4M | +2.7% | 0.773% | 0.03% |
| 23 | JACOBS LEVY EQUITY MANAGEMENT, INC | 578K | $80.5M | -24.9% | 0.737% | 0.34% |
| 24 | Bank of New York Mellon Corp | 559K | $77.8M | -1.9% | 0.713% | 0.01% |
| 25 | AMERIPRISE FINANCIAL INC | 480K | $66.8M | -1.2% | 0.611% | 0.02% |
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.
Filings activity in GL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 636 | 4.2% | 55.74% | 12.45 pp | $7.29B | 18% |
| Q4 2025 | 664 | +2.0% | 68.19% | 2.45 pp | $8.92B | 3.5% |
| Q3 2025 | 651 | +5.2% | 70.64% | +7.65 pp | $9.24B | +12% |
| Q2 2025 | 619 | +5.5% | 62.99% | 2.26 pp | $8.24B | 3.5% |
| Q1 2025 | 587 | +7.1% | 65.25% | +7.93 pp | $8.54B | +14% |
| Q4 2024 | 548 | +8.7% | 57.32% | +4.42 pp | $7.50B | +8.4% |
| Q3 2024 | 504 | +3.1% | 52.90% | +7.65 pp | $6.92B | +17% |
| Q2 2024 | 489 | — | 45.25% | — | $5.92B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying GL stock.
Based on Q1 2026 13F filings, institutional ownership of Globe Life Inc. stands at 55.7%, held across 636 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of GL, with approximately 5,542,531 shares worth $0.77B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of GL.
Our composite Smart Money Score for GL is 17 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
80 institutions opened new positions in GL during Q1 2026, while 108 fully exited. 197 added to existing positions and 351 trimmed.
GL institutional ownership fell by 12.45 percentage points quarter-over-quarter, with a net change of -28 holders.
The top 10 institutions account for 48.9% of all reported 13F value in GL, and the top 25 account for 70.7%.
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