Titelia

Fund shareholders of Globe Life Inc

ISIN US37959E1029 · United States · LEI 5493001JFHKQOPP6XA71

Fund shareholders
560
Of which ETFs
152 408 other funds
Value held
4.2B $ 1.7B SEK · 2.6M €
Share of capital
39.2 % of 76.8M shares on Jul 31, 2026

560 funds hold this company: 557 declare it in a regulatory filing, and this table serves those page by page; 3 more are read from the reports their funds publish, and are not in it.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,493,174347M $0.02 %3.24 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 2,023,449281.6M $0.02 %2.63 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,813,275252.4M $0.15 %2.36 %as of Mar 31, 2026 ↗
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 1,416,810218.6M $2.03 %1.84 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,196,412184.6M $0.21 %1.56 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,154,638160.7M $0.27 %1.50 %as of Mar 31, 2026 ↗
Swedbank Robur Globalfond Swedbank Robur Fonder AB 1,101,7961.5B SEK1.04 %1.43 %as of Mar 31, 2026 ↗
Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) 1,026,146158.3M $1.88 %1.34 %as of Apr 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 1,023,300142.4M $0.02 %1.33 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 1,013,080147.2M $0.02 %1.32 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 830,221115.5M $0.09 %1.08 %as of Mar 31, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 539,33375.1M $0.16 %0.70 %as of Mar 31, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 534,71482.5M $1.25 %0.70 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 489,48268.1M $0.33 %0.64 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 482,37974.4M $0.47 %0.63 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 467,75865.1M $0.20 %0.61 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 448,70462.4M $0.02 %0.58 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 447,02969M $0.06 %0.58 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 428,51959.6M $0.59 %0.56 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 402,01162M $0.45 %0.52 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 348,34950.6M $0.02 %0.45 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 305,64742.5M $0.09 %0.40 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 294,84145.5M $0.09 %0.38 %as of Apr 30, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 248,00038.3M $0.39 %0.32 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 244,62935.5M $0.04 %0.32 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 214,85531.2M $0.23 %0.28 %as of Feb 28, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 205,70028.6M $0.36 %0.27 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 184,17328.4M $0.15 %0.24 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 182,22325.4M $0.04 %0.24 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 175,43527.1M $0.02 %0.23 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 175,21725.5M $0.24 %0.23 %as of Feb 28, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 172,05023.9M $0.41 %0.22 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 166,81723.2M $0.02 %0.22 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 163,72925.3M $0.18 %0.21 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 148,51921.6M $0.02 %0.19 %as of Feb 28, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 136,22619M $0.04 %0.18 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 135,36819.7M $0.14 %0.18 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 129,35020M $0.10 %0.17 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 122,99719M $0.05 %0.16 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 122,86119M $0.04 %0.16 %as of Apr 30, 2026 ↗
Victory RS Partners Fund Victory Portfolios 120,92016.8M $2.89 %0.16 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 117,80217.1M $0.02 %0.15 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 116,15017.9M $0.15 %0.15 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 114,45915.9M $0.11 %0.15 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 110,39817M $0.04 %0.14 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 105,87714.7M $0.02 %0.14 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 104,11714.5M $0.06 %0.14 %as of Mar 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 98,81514.4M $0.20 %0.13 %as of Feb 28, 2026 ↗
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 96,83513.5M $1.48 %0.13 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 93,17313M $0.04 %0.12 %as of Mar 31, 2026 ↗
Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II 92,38912.9M $2.16 %0.12 %as of Mar 31, 2026 ↗
SEGALL BRYANT & HAMILL SELECT EQUITY ETF Segall Bryant & Hamill Trust 92,24812.8M $4.26 %0.12 %as of Mar 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 91,69012.8M $0.08 %0.12 %as of Mar 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 91,60914.1M $1.32 %0.12 %as of Apr 30, 2026 ↗
Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust 84,68512.3M $1.09 %0.11 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 83,70012.9M $0.61 %0.11 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 82,22111.9M $0.02 %0.11 %as of Feb 28, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 80,50911.7M $0.09 %0.10 %as of Feb 28, 2026 ↗
Artisan Mid Cap Value Fund Artisan Partners Funds Inc. 75,09510.5M $2.13 %0.10 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 74,37110.4M $0.21 %0.10 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 69,7129.7M $0.02 %0.09 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 68,59110.6M $0.13 %0.09 %as of Apr 30, 2026 ↗
Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 68,1919.5M $2.30 %0.09 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 66,51010.3M $0.07 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 66,2719.2M $0.04 %0.09 %as of Mar 31, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 65,0569.1M $0.54 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 64,61710M $0.02 %0.08 %as of Apr 30, 2026 ↗
Hartford Global Impact Fund HARTFORD MUTUAL FUNDS, INC 64,57610M $2.95 %0.08 %as of Apr 30, 2026 ↗
Victory RS Value Fund Victory Portfolios 64,5109M $3.66 %0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 64,3059.9M $0.01 %0.08 %as of Apr 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 61,4698.6M $0.28 %0.08 %as of Mar 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 60,9008.5M $0.20 %0.08 %as of Mar 31, 2026 ↗
EIC Value Fund FundVantage Trust 58,9889.1M $2.44 %0.08 %as of Apr 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 58,8708.2M $0.48 %0.08 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 56,6887.9M $0.02 %0.07 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 55,5278.6M $0.02 %0.07 %as of Apr 30, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 55,5208.6M $0.44 %0.07 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST 54,9947.7M $1.83 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 51,0077.1M $0.02 %0.07 %as of Mar 31, 2026 ↗
Länsförsäkringar USA Aktiv Länsförsäkringar Fondförvaltning AB 50,68467.2M SEK1.49 %0.07 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 50,6147.4M $0.07 %0.07 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 49,4386.9M $0.02 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 46,7337.2M $0.02 %0.06 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 46,2916.4M $0.17 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 46,2526.7M $0.04 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 46,0516.7M $0.02 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 44,2516.2M $0.01 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 43,8806.8M $0.20 %0.06 %as of Apr 30, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 43,1006M $0.36 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 41,7676.1M $0.04 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 41,2576.4M $0.02 %0.05 %as of Apr 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 40,9585.9M $0.11 %0.05 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 38,9335.7M $0.02 %0.05 %as of Feb 28, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 38,7676M $0.25 %0.05 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 38,6706M $0.20 %0.05 %as of Apr 30, 2026 ↗
Nuance Mid Cap Value Fund Managed Portfolio Series 37,8875.8M $2.02 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 37,4665.2M $0.02 %0.05 %as of Mar 31, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 36,5595.6M $1.51 %0.05 %as of Apr 30, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 35,9135M $0.19 %0.05 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Value Fund Fidelity Securities Fund 35,9005.5M $0.86 %0.05 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Victory RS Investors Fund Victory Portfolios 5.13 %as of Mar 31, 2026 ↗
SEGALL BRYANT & HAMILL SELECT EQUITY ETF Segall Bryant & Hamill Trust 4.26 %as of Mar 31, 2026 ↗
Victory RS Value Fund Victory Portfolios 3.66 %as of Mar 31, 2026 ↗
LS OPPORTUNITY FUND Valued Advisers Trust 3.21 %as of Feb 28, 2026 ↗
Hartford Global Impact Fund HARTFORD MUTUAL FUNDS, INC 2.95 %as of Apr 30, 2026 ↗
Victory RS Partners Fund Victory Portfolios 2.89 %as of Mar 31, 2026 ↗
Pzena Mid Cap Value Fund Advisors Series Trust 2.52 %as of Feb 28, 2026 ↗
SBH GLOBAL ALL CAP FUND Segall Bryant & Hamill Trust 2.48 %as of Mar 31, 2026 ↗
EIC Value Fund FundVantage Trust 2.44 %as of Apr 30, 2026 ↗
SBH ALL CAP FUND Segall Bryant & Hamill Trust 2.35 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2541+1028,899,032+7.7 %
2026Q1531-4526,830,136-3.7 %
2025Q4576+1327,862,245-6.7 %
2025Q3563+2529,871,575+0.5 %
2025Q2538+3829,710,721+1.7 %
2025Q1500-1029,199,934-6.2 %
2024Q4510-3931,116,958-1.9 %
2024Q3549-8931,715,464-4.9 %
2024Q2638+2133,338,179+13.5 %
2024Q1617-1029,363,784-11.9 %
2023Q462733,314,715

Institutional managers

654 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.5,542,531771.4M $as of Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC5,149,992716.7M $as of Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC4,254,103592M $as of Mar 31, 2026
Invesco Ltd.4,016,350559M $as of Mar 31, 2026
STATE STREET CORP3,658,664509.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,729,334379.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,353,192327.5M $as of Mar 31, 2026
MORGAN STANLEY1,931,878268.9M $as of Mar 31, 2026
Nuveen, LLC1,498,847208.6M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,402,976195.3M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,323,481184.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,197,902164.4M $as of Mar 31, 2026
Swedbank AB1,109,200154.4M $as of Mar 31, 2026
FMR LLC1,049,964146.1M $as of Mar 31, 2026
PZENA INVESTMENT MANAGEMENT LLC1,026,246142.8M $as of Mar 31, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP842,423117.2M $as of Mar 31, 2026
EQUITY INVESTMENT CORP817,306113.7M $as of Mar 31, 2026
NORDEA INVESTMENT MANAGEMENT AB789,877107.2M $as of Mar 31, 2026
NORTHERN TRUST CORP784,908109.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC745,617103.8M $as of Mar 31, 2026
REGIONS FINANCIAL CORP741,910103.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC677,85194.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/641,34389.3M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC606,21584.4M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC578,45680.5M $as of Mar 31, 2026

Declared shareholders of Globe Life Inc

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.45 %5,847,224as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.44 %4,269,535as of Mar 31, 2026 · SCHEDULE 13G
Invesco Ltd. 5.10 %4,016,350as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Globe Life Inc

87 funds declare 152 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND319.2M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND218.9M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND313.4M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF411.5M $as of Feb 28, 2026
Guggenheim Total Return Bond Fund110.1M $as of Mar 31, 2026
DFA Investment Grade Portfolio19.9M $as of Apr 30, 2026
Baird Core Plus Bond Fund19.3M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND17.9M $as of Feb 28, 2026
Thornburg Strategic Income Fund17.8M $as of Mar 31, 2026
Thompson Bond Fund17.1M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF26.6M $as of Feb 28, 2026
Dimensional Short-Duration Fixed Income ETF26.6M $as of Apr 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF25.4M $as of Feb 28, 2026
PIMCO Total Return Fund15M $as of Mar 31, 2026
Baird Aggregate Bond Fund15M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND14.1M $as of Mar 31, 2026
iShares iBonds Dec 2028 Term Corporate ETF14.1M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF44.1M $as of Mar 31, 2026
Schwab 5-10 Year Corporate Bond ETF24M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND24M $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF43.6M $as of Feb 28, 2026
Bridge Builder Core Bond Fund13M $as of Mar 31, 2026
iShares iBonds Dec 2030 Term Corporate ETF12.6M $as of Apr 30, 2026
Touchstone Funds Group Trust-Touchstone US Quality Bond Fund12.6M $as of Mar 31, 2026
iShares Core Universal USD Bond ETF42.6M $as of Apr 30, 2026
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Titelia. "Fund shareholders of Globe Life Inc". https://titelia.com/en/stocks/globe-life-inc-US37959E1029