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GL Institutional Ownership

Globe Life Inc.
1W: -7.5% 1M: -5.6% 3M: -12.5% YTD: +14.3% 1Y: +18.4% 3Y: +46.1% 5Y: +67.9%
$156.99
+0.17 (+0.11%)
 
Weekly Expected Move ±4.4%
$141 $148 $155 $162 $168
NYSE · Financial Services · Insurance - Life · Tech Score Sell · Power 36 · $12.1B mcap · 76M float · 0.769% daily turnover · Short 58% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $42.2M held by 99 funds, 66 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — GL

767
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
$12B
Total Invested
107
New Positions
237
Increased
277
Reduced
62
Closed
0.67
Put/Call Ratio

Ownership Trends

Top Institutional Holders (265 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CALIFORNIA STATE TEACHERS RETIREMENT S 16,289,720 $2.6B +16,199,242 +17904.1% 2Q SEC ↗
2 STATE STREET CORP NEW 3,735,409 $586M +3,735,409 — 1Q SEC ↗
3 ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW 1,440,836 $226M +1,440,836 — 1Q SEC ↗
4 PZENA INVESTMENT MANAGEMENT LLC 1,355,811 $213M +329,565 +32.1% 2Q SEC ↗
5 EQUITY INVESTMENT CORP NEW 688,216 $108M +688,216 — 1Q SEC ↗
6 GOLDMAN SACHS GROUP INC NEW 650,757 $102M +650,757 — 1Q SEC ↗
7 AMERIPRISE FINANCIAL INC NEW 479,696 $75M +479,696 — 1Q SEC ↗
8 Ascentis Wealth Management, LLC NEW 381,131 $60M +381,131 — 1Q SEC ↗
9 Freestone Grove Partners LP 274,736 $43M +1,171 +0.4% 2Q SEC ↗
10 Artisan Partners Limited Partnership NEW 190,108 $30M +190,108 — 1Q SEC ↗
11 TEACHERS RETIREMENT SYSTEM OF THE STAT NEW 164,995 $26M +164,995 — 1Q SEC ↗
12 ENGLISH CAPITAL MANAGEMENT LLC NEW 150,975 $24M +150,975 — 1Q SEC ↗
13 HSBC HOLDINGS PLC 131,212 $21M +130,992 +59541.8% 27Q SEC ↗
14 ENVESTNET ASSET MANAGEMENT INC NEW 130,419 $20M +130,419 — 1Q SEC ↗
15 Allianz Asset Management GmbH NEW 127,922 $20M +127,922 — 1Q SEC ↗
16 CITADEL ADVISORS LLC NEW 125,122 $20M +125,122 — 1Q SEC ↗
17 IEQ CAPITAL, LLC NEW 108,346 $17M +108,346 — 1Q SEC ↗
18 PRINCIPAL FINANCIAL GROUP INC NEW 92,980 $15M +92,980 — 1Q SEC ↗
19 Corient Private Wealth LP NEW 91,900 $14M +91,900 — 1Q SEC ↗
20 WELLS FARGO & COMPANY/MN NEW 86,001 $14M +86,001 — 1Q SEC ↗
21 MERCER GLOBAL ADVISORS INC /ADV NEW 67,266 $11M +67,266 — 1Q SEC ↗
22 STATE BOARD OF ADMINISTRATION OF FLORI NEW 63,396 $10M +63,396 — 1Q SEC ↗
23 Cohen Klingenstein LLC 63,089 $10M — +0.0% 3Q SEC ↗
24 MARSHALL WACE, LLP NEW 61,638 $10M +61,638 — 1Q SEC ↗
25 MANUFACTURERS LIFE INSURANCE COMPANY, 57,927 $9M +553 +1.0% 2Q SEC ↗
26 Leith Wheeler Investment Counsel Ltd. NEW 53,816 $8M +53,816 — 1Q SEC ↗
27 Mariner, LLC 50,162 $8M -46,200 -47.9% 2Q SEC ↗
28 Handelsbanken Fonder AB NEW 48,900 $8M +48,900 — 1Q SEC ↗
29 Livforsakringsbolaget Skandia, Omsesid NEW 48,590 $8M +48,590 — 1Q SEC ↗
30 Wealthfront Advisers LLC 48,352 $8M -1,363 -2.7% 2Q SEC ↗
31 CWA Asset Management Group, LLC NEW 45,985 $7M +45,985 — 1Q SEC ↗
32 Welch Group, LLC 45,966 $7M -495 -1.1% 2Q SEC ↗
33 NEW YORK STATE COMMON RETIREMENT FUND NEW 43,756 $7M +43,756 — 1Q SEC ↗
34 CAPITOLIS LIQUID GLOBAL MARKETS LLC NEW 41,000 $6M +41,000 — 1Q SEC ↗
35 ALGERT GLOBAL LLC NEW 35,637 $6M +35,637 — 1Q SEC ↗
36 BANK OF NOVA SCOTIA NEW 31,404 $5M +31,404 — 1Q SEC ↗
37 Sequoia Financial Advisors, LLC NEW 29,470 $5M +29,470 — 1Q SEC ↗
38 Oakworth Capital, Inc. 28,332 $4M +27,914 +6678.0% 2Q SEC ↗
39 Redwood Investment Management, LLC 28,255 $4M +20,465 +262.7% 2Q SEC ↗
40 TORONTO DOMINION BANK NEW 25,664 $4M +25,664 — 1Q SEC ↗
41 Pathstone Holdings, LLC NEW 25,630 $4M +25,630 — 1Q SEC ↗
42 VIRGINIA RETIREMENT SYSTEMS ET Al NEW 25,600 $4M +25,600 — 1Q SEC ↗
43 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW 24,173 $4M +24,173 — 1Q SEC ↗
44 Smith Thornton Advisors LLC 22,514 $4M +1,125 +5.3% 2Q SEC ↗
45 Tweedy, Browne Co LLC 22,364 $4M -5,469 -19.6% 2Q SEC ↗
46 Czech National Bank NEW 22,101 $3M +22,101 — 1Q SEC ↗
47 Schonfeld Strategic Advisors LLC NEW 20,433 $3M +20,433 — 1Q SEC ↗
48 STATE OF MICHIGAN RETIREMENT SYSTEM NEW 19,836 $3M +19,836 — 1Q SEC ↗
49 NISA INVESTMENT ADVISORS, LLC NEW 19,654 $3M +19,654 — 1Q SEC ↗
50 ProShare Advisors LLC NEW 17,829 $3M +17,829 — 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (20)
HolderAddedChange %Total Shares
CALIFORNIA STATE TEACHERS RETIREMEN +16,199,242 +17904.1% 16,289,720
PZENA INVESTMENT MANAGEMENT LLC +329,565 +32.1% 1,355,811
HSBC HOLDINGS PLC +130,992 +59541.8% 131,212
Oakworth Capital, Inc. +27,914 +13356.0% 28,123
Redwood Investment Management, LLC +20,465 +262.7% 28,255
Merit Financial Group, LLC +6,510 +225.9% 9,392
Financial Management Professionals, +3,750 +95.3% 7,686
GATEWAY INVESTMENT ADVISERS LLC +2,544 +74.6% 5,953
RITHOLTZ WEALTH MANAGEMENT +2,359 +134.8% 4,109
Freestone Grove Partners LP +1,171 +0.4% 274,736
Smith Thornton Advisors LLC +1,125 +5.3% 22,514
QRG CAPITAL MANAGEMENT, INC. +1,113 +16.7% 7,790
Mariner, LLC +746 +1.5% 48,927
MANUFACTURERS LIFE INSURANCE COMPAN +553 +1.0% 57,927
Westwind Capital +545 +5.7% 10,187
HB Wealth Management, LLC +543 +11.5% 5,283
SUMMIT SECURITIES GROUP LLC +340 +2615.4% 353
CONTRAVISORY INVESTMENT MANAGEMENT, +282 +4.3% 6,782
Dynamic Advisor Solutions LLC +269 +3.8% 7,385
GAMMA Investing LLC +189 +2.4% 7,943
Biggest Decreases (20)
HolderReducedChange %Total Shares
Mariner, LLC -46,946 -97.4% 1,235
Sustainable Insight Capital Managem -11,900 -67.2% 5,800
Merit Financial Group, LLC -6,768 -93.9% 437
Tweedy, Browne Co LLC -5,469 -19.6% 22,364
FIRST UNITED BANK & TRUST -4,445 -51.3% 4,225
DAVENPORT & Co LLC -2,442 -46.5% 2,810
Farther Finance Advisors, LLC -2,089 -60.9% 1,343
COMMONWEALTH OF PENNSYLVANIA PUBLIC -1,394 -7.5% 17,150
Wealthfront Advisers LLC -1,363 -2.7% 48,352
DMC Group, LLC -844 -24.2% 2,641
HARTFORD INVESTMENT MANAGEMENT CO -582 -9.3% 5,653
Welch Group, LLC -495 -1.1% 45,966
State of Alaska, Department of Reve -332 -4.2% 7,608
Avior Wealth Management, LLC -323 -8.3% 3,565
TrueWealth Advisors, LLC -245 -2.1% 11,682
Bridgewater Advisors Inc. -200 -5.0% 3,827
Wellington Grp LLC -175 -11.8% 1,307
ADVISORTRUST PARTNERS, LLC -174 -5.8% 2,825
BOKF, NA -27 -96.4% 1
WELCH & FORBES LLC -25 -1.1% 2,350

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms