Globe Life: which funds bought and sold

Institutions that bought and sold Globe Life shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 334 institutions that filed 13F reports for both quarters added to or opened positions in Globe Life, and 271 cut or closed them. Together they added a net 9,772 shares, +0.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 796K shares (−6.2%); index fund managers were net sellers of 49K shares (−0.2%). 98 opened a new position and 59 sold out entirely.

Bought, Q2 2026 334 institutions, 98 of them new holders Sold, Q2 2026 271 institutions, 59 of them sold out

Net change, all compared +9,772 shares (+0.0%)

Net change, active managers −796K shares (−6.2%), 29 bought, 33 sold

Buyers versus sellers

institutions compared, 746

334 bought 141 271 sold

Active managers and hedge funds 29 bought · 33 sold · −796K

Index fund managers 5 bought · 7 sold · −49K

Other institutions 300 bought · 231 sold · +855K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Invesco Ltd.	+603K +15.0%	4.6M	$825M
Pzena Investment Management LLC Active manager	+330K +32.1%	1.4M	$242M
AQR Capital Management LLC Hedge fund	+318K +26.6%	1.5M	$271M
FMR LLC Active manager	+217K +20.7%	1.3M	$226M
Two Sigma Investments, LP Hedge fund	+204K +196.6%	308K	$55.1M
Swedbank AB	+192K +17.3%	1.3M	$233M
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main	+144K +52.8%	415K	$74.2M
Amundi	+122K +307.4%	162K	$29M
UBS Group AG	+115K +47.6%	356K	$63.7M
Parkwood LLC	+95K New position	95K	$16.9M
Gotham Asset Management, LLC Hedge fund	+92K +56.9%	253K	$45.3M
Russell Investments Group, Ltd.	+87K +34.1%	341K	$60.9M
Corient Private Wealth LP	+85K +1321.3%	92K	$16.4M
State Street Corp Index funds	+77K +2.1%	3.7M	$667M
Geode Capital Management, LLC Index funds	+75K +2.8%	2.8M	$500M
American Century Companies Inc Active manager	+68K +21.4%	388K	$69.3M
Adage Capital Partners Gp, L.L.C. Hedge fund	+68K +96.1%	139K	$24.9M
Jpmorgan Chase & Co	+67K +32.2%	273K	$49.7M
Strs Ohio	+65K +199.8%	97K	$17.4M
Bridgewater Associates, LP Hedge fund	+61K +1190.4%	66K	$11.8M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Pzena Investment Management LLC Active manager	+330K +32.1%	1.4M	$242M
AQR Capital Management LLC Hedge fund	+318K +26.6%	1.5M	$271M
FMR LLC Active manager	+217K +20.7%	1.3M	$226M
Two Sigma Investments, LP Hedge fund	+204K +196.6%	308K	$55.1M
Gotham Asset Management, LLC Hedge fund	+92K +56.9%	253K	$45.3M
American Century Companies Inc Active manager	+68K +21.4%	388K	$69.3M
Adage Capital Partners Gp, L.L.C. Hedge fund	+68K +96.1%	139K	$24.9M
Bridgewater Associates, LP Hedge fund	+61K +1190.4%	66K	$11.8M
Marshall Wace, LLP Hedge fund	+55K +835.0%	62K	$11M
Price T Rowe Associates Inc Active manager	+54K +24.4%	277K	$49.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−562K −42.4%	762K	$136M
Woodline Partners LP Hedge fund	−354K −96.6%	13K	$2.2M
Los Angeles Capital Management LLC Active manager	−148K −59.7%	100K	$17.9M
Nuance Investments, LLC	−146K −93.1%	11K	$1.9M
Nordea Investment Management AB	−140K −17.7%	650K	$117M
Jain Global LLC Hedge fund	−129K −73.6%	46K	$8.3M
Equity Investment Corp	−129K −15.8%	688K	$123M
Citadel Advisors LLC Hedge fund	−127K −50.4%	125K	$22.4M
Balyasny Asset Management L.P. Hedge fund	−111K −90.5%	12K	$2.1M
Artisan Partners Limited Partnership Active manager	−106K −35.8%	190K	$34M
Franklin Resources Inc Active manager	−95K −33.3%	190K	$33.9M
Qube Research & Technologies Ltd Hedge fund	−90K Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−88K −15.2%	491K	$87.6M
Natixis	−73K −75.8%	23K	$4.2M
Vanguard Portfolio Management LLC Index funds	−73K −1.7%	4.2M	$747M
Westfield Capital Management Co LP Active manager	−71K −8.5%	771K	$138M
Vanguard Capital Management LLC Index funds	−69K −1.3%	5.1M	$908M
Lighthouse Investment Partners, LLC Hedge fund	−68K −63.3%	39K	$7M
Carmignac Gestion Active manager	−63K −37.0%	107K	$19.1M
Soros Fund Management LLC Hedge fund	−60K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−562K −42.4%	762K	$136M
Woodline Partners LP Hedge fund	−354K −96.6%	13K	$2.2M
Los Angeles Capital Management LLC Active manager	−148K −59.7%	100K	$17.9M
Jain Global LLC Hedge fund	−129K −73.6%	46K	$8.3M
Citadel Advisors LLC Hedge fund	−127K −50.4%	125K	$22.4M
Balyasny Asset Management L.P. Hedge fund	−111K −90.5%	12K	$2.1M
Artisan Partners Limited Partnership Active manager	−106K −35.8%	190K	$34M
Franklin Resources Inc Active manager	−95K −33.3%	190K	$33.9M
Qube Research & Technologies Ltd Hedge fund	−90K Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−88K −15.2%	491K	$87.6M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Parkwood LLC	95K	$16.9M
Braun Stacey Associates Inc	56K	$10.1M
Caxton Associates LLPHedge fund	17K	$3M
Janney Montgomery Scott LLC	15K	$2.7M
Dark Forest Capital Management LP	15K	$2.7M
Assenagon Asset Management S.A.	15K	$2.6M
Oak Thistle LLC	14K	$2.5M
Ifg Advisory, LLC	12K	$2.2M
Capital Fund Management S.A.Hedge fund	12K	$2.1M
Susquehanna Fundamental Investments, LLC	9,070	$1.6M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Qube Research & Technologies LtdHedge fund	90K	$12.5M
Soros Fund Management LLCHedge fund	60K	$8.3M
Allworth Financial LP	54K	$7.6M
Lansforsakringar Fondforvaltning AB (Publ)	51K	$7.1M
Fuller & Thaler Asset Management, Inc.	44K	$6.2M
Point72 Asset Management, L.P.Hedge fund	42K	$5.9M
HRT Financial LP	40K	$5.6M
Gator Capital Management, LLC	21K	$2.9M
Machina Capital S.A.S.	18K	$2.6M
Canada Pension Plan Investment Board	16K	$2.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 695
Ten largest holders: 51.3%
Index fund managers: 36.2%
Active managers and hedge funds: 18.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	29	33	6	7	−796K	−6.2%
Index fund managers	5	7	0	0	−49K	−0.2%
Other institutions	300	231	92	52	+855K	+3.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Globe Life.

Only managers that filed a holdings report for both quarters are compared (746 here). 22 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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