GL · Company research
Globe Life Inc. (GL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Management, Inc. | 1587867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5220 | 932710 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Activest Wealth Management | 1883134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 357 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Princeton Global Asset Management LLC | 1767349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61 | 10899 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47190 | 8431843 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12567 | 2245472 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Cohen Klingenstein LLC | 1453620 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63089 | 11272743 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| EQUITY INVESTMENT CORP | 1685771 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 688216 | 122970522 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 577 | 103098 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sachetta, LLC | 2010574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 12151 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| MONTAG A & ASSOCIATES INC | 829407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450 | 80406 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7790 | 1391917 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Quent Capital, LLC | 1912338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290 | 51817 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139200 | 24872256 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 337465 | 60831441 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61392 | 10990136 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y.D. More Investments Ltd | 1870364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 30 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17829 | 3185685 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5252 | 938427 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 6254 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 314 | 56060 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FOX RUN MANAGEMENT, L.L.C. | 1533457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1739 | 310725 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SteelPeak Wealth, LLC | 1801868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20572 | 3675805 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108346 | 19359236 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1352977 | 241749930 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44067 | 7874 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3226 | 576439 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| McAdam, LLC | 1695490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2885 | 515492 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 3931 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1256 | 224422 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1433 | 256048 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1482939 | 264971529 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ariadne Wealth Management, LP | 2034793 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1491 | 266412 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PICTON MAHONEY ASSET MANAGEMENT | 1539041 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73697 | 13168184 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48199 | 8612197 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4160 | 743309 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 1934 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Indivisible Partners | 2098400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1300 | 232290 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Pallas Capital Advisors LLC | 1862282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10078 | 1800737 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3039 | 543009 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5620 | 1004182 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| TD Capital Management LLC | 1483824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 5969 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CYBER HORNET ETFs LLC | 1818014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210 | 37523 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 734294 | 131203652 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9600 | 1715328 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96920 | 17317666 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1299 | 232189 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 7505 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 8219 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Oakwell Private Wealth Management, LLC | 1844024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7008 | 1252189 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MRA Advisory Group | 1841816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2311 | 412996 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1332811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2356 | 329523 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AE Wealth Management LLC | 1697723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 891 | 159213 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70987 | 12683957 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 2323 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184 | 32944 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| FIL Ltd | 318989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1265 | 226030 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LOWE BROCKENBROUGH & CO INC | 22657 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6104 | 1090663 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2838 | 507094 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Cannell & Spears LLC | 1426319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1611 | 287853 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TLWM | 1732537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4700 | 839796 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Crewe Advisors LLC | 1730033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 537 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1082500 | 193421143 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1143 | 204231 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Hardworking Capital Advisors, LLC | 2098583 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2840 | 507451 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54240 | 9691640 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SAGESPRING WEALTH PARTNERS, LLC | 2056425 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1960 | 350204 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Caitlin John, LLC | 2010947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 3395 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60480 | 10806566 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13491 | 2411 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63 | 11257 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9323 | 1665959 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17112 | 3057572 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Summit Financial, LLC | 1765536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4019 | 718174 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20857 | 3726729 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mayfair Advisory Group, LLC | 1801926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4438 | 769818 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NorthRock Partners, LLC | 1632097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1700 | 303756 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 449299 | 80280754 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23328 | 4168247 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38878 | 6946721 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bell Investment Advisors, Inc | 1890149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 6969 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.