Invesco Ltd. (NYSE: GL) reports 5.1% ownership of Globe Life common stock
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Globe Life Inc Schedule 13G shows Invesco Ltd. reports beneficial ownership of 4,016,350 shares of Globe Life common stock, representing 5.1% of the class as of 03/31/2026. The filing states sole voting power of 3,983,660 shares and sole dispositive power of 4,016,350 shares, and lists Invesco subsidiaries that hold the position on behalf of clients.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 4,016,350 shares
Percent of class: 5.1%
Sole voting power: 3,983,660 shares
+3 more
6 metrics
Shares beneficially owned
4,016,350 shares
Beneficial ownership reported as of 03/31/2026
Percent of class
5.1%
Percent of Globe Life common stock as reported on 03/31/2026
Sole voting power
3,983,660 shares
Shares with sole power to vote reported in Item 4(c)(i)
Sole dispositive power
4,016,350 shares
Shares with sole power to dispose reported in Item 4(c)(iii)
Reporting date
03/31/2026
Date tied to the ownership amounts reported
Signature date
05/06/2026
Schedule signed by Robert R. Leveille, Global Head of Compliance
Key Terms
Schedule 13G, beneficially own, sole dispositive power, investment advisers
4 terms
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Globe Life Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially own financial
"Item 4. (a) Amount beneficially owned: Invesco Ltd. ... 4,016,350 shares"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
sole dispositive power regulatory
"Item 4. (c)(iii) Sole power to dispose or to direct the disposition of: 4,016,350"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
investment advisers financial
"Invesco Ltd., in its capacity as a parent holding company to its investment advisers"
FAQ
What does Invesco Ltd.'s 13G filing for GL mean?
It reports that Invesco Ltd. beneficially owns 4,016,350 shares of Globe Life, equal to 5.1% of the outstanding common stock as of 03/31/2026. The filing identifies voting and dispositive powers and relevant Invesco subsidiaries.
Who holds the voting and disposition powers in the GL 13G?
The filing lists sole voting power for 3,983,660 shares and sole dispositive power for 4,016,350 shares. It attributes holdings to Invesco Ltd. in its capacity as a parent holding company for its advisers.
Does the 13G show Invesco controls more than 5% of GL?
Yes. The Schedule 13G states beneficial ownership of 4,016,350 shares, representing 5.1% of the class as of 03/31/2026, which meets the >5% disclosure threshold under applicable reporting rules.
Which Invesco entities are referenced in the Globe Life 13G?
The filing names affiliated managers including Invesco Advisers, Inc., Invesco Management S.A., and Invesco Capital Management LLC as relevant subsidiaries or advisers associated with the reported holdings.