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. This table lists the 557 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.

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 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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 table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because 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
Cite this page

Titelia. "Fund shareholders of Globe Life Inc". https://titelia.com/en/stocks/globe-life-inc-US37959E1029