DaveManuel.com · Institutional Ownership · Who Owns It
GLOBUS MED INC (GMED)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
608
Reporting holders
$9.6B
Reported value
89.4%
Of shares outstanding
0.4%
Calls
0.1%
Puts
-8
Holder change
Institutions report 120,041,509 shares against 134,261,914 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $853.8M | 10,806,724 | 0.01% | 8q | +2.9%+$24.4M |
| Jupiter Topco LLC | $647.9M | 8,200,423 | 0.26% | new | FIRST |
| VANGUARD CAPITAL MANAGEMENT LLC | $403.5M | 5,107,532 | 0.01% | 2q | +1.5%+$5.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $394.6M | 4,994,385 | 0.02% | 2q | +2.4%+$9.1M |
| Invesco Ltd. | $340.5M | 4,309,771 | 0.03% | 31q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $338.1M | 4,279,730 | 1.05% | new | NEW |
| STATE STREET CORP | $293.5M | 3,714,029 | 0.01% | 31q | +3.4%+$9.8M |
| Sculptor Capital LP | $237.0M | 3,000,000 | 1.93% | 11q | -1.9%-$4.6M |
| JPMORGAN CHASE & CO | $230.8M | 2,743,850 | 0.01% | 31q | +5.7%+$12.5M |
| ALLIANCEBERNSTEIN L.P. | $205.1M | 2,380,344 | 0.07% | 31q | +36.0%+$54.2M |
| BANK OF MONTREAL /CAN/ | $191.6M | 2,425,491 | 0.06% | 31q | +5.1%+$9.3M |
| DIMENSIONAL FUND ADVISORS LP | $187.3M | 2,369,310 | 0.03% | 31q | +33.9%+$47.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $170.2M | 2,153,014 | 0.01% | 31q | +1.9%+$3.2M |
| GOLDMAN SACHS GROUP INC | $140.8M | 1,781,608 | 0.01% | 31q | +57.4%+$51.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $135.6M | 1,716,621 | 0.06% | 6q | +88.0%+$63.5M |
| Boston Trust Walden Corp | $124.3M | 1,573,361 | 0.95% | 4q | +25.4%+$25.2M |
| Boston Partners | $122.8M | 1,554,990 | 0.11% | new | NEW |
| Allspring Global Investments Holdings, LLC | $119.4M | 1,571,681 | 0.18% | 6q | +267.2%+$86.9M |
| GW&K Investment Management, LLC | $114.8M | 1,453,206 | 0.90% | 31q | -2.8%-$3.3M |
| GENEVA CAPITAL MANAGEMENT LLC | $112.0M | 1,417,067 | 2.57% | 26q | -19.5%-$27.2M |
| ANCHOR CAPITAL ADVISORS LLC | $102.5M | 1,296,676 | 1.44% | 10q | +102.8%+$51.9M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $101.5M | 1,284,896 | 0.31% | 22q | -36.1%-$57.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $98.5M | 1,246,322 | 0.01% | 31q | HELD |
| Quantinno Capital Management LP | $96.3M | 1,219,098 | 0.12% | 9q | +122.8%+$53.1M |
| NORGES BANK | $89.0M | 1,127,051 | 0.01% | 32q | +9.4%+$7.7M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $88.1M | 1,114,484 | 0.24% | 3q | +1.2%+$1.0M |
| MORGAN STANLEY | $86.5M | 1,094,753 | 0.00% | 35q | +3.2%+$2.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $84.7M | 1,072,476 | 0.07% | 31q | -5.3%-$4.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $81.2M | 1,027,808 | 0.08% | 5q | -10.3%-$9.3M |
| WELLS FARGO & COMPANY/MN | $78.7M | 996,617 | 0.01% | 31q | +203.9%+$52.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $75.2M | 951,956 | 0.01% | 31q | +58.6%+$27.8M |
| Madison Avenue Partners, LP | $73.9M | 935,216 | 3.18% | 5q | +30.3%+$17.2M |
| ANTIPODES PARTNERS Ltd | $71.6M | 905,984 | 1.31% | 6q | +0.9%+$661.9K |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $70.0M | 886,499 | 1.91% | 31q | +7.8%+$5.1M |
| NORTHERN TRUST CORP | $69.6M | 880,633 | 0.01% | 31q | +2.1%+$1.4M |
| Global Alpha Capital Management Ltd. | $67.7M | 856,616 | 4.06% | 31q | +23.4%+$12.8M |
| Vestal Point Capital, LP | $67.2M | 850,000 | 1.57% | 7q | +39.2%+$18.9M |
| UBS Group AG | $65.9M | 834,191 | 0.01% | 31q | +53.6%+$23.0M |
| Pembroke Management, LTD | $63.0M | 797,720 | 4.47% | 29q | +95.3%+$30.7M |
| Bank of New York Mellon Corp | $61.3M | 775,328 | 0.01% | 31q | +4.4%+$2.6M |
| FMR LLC | $60.7M | 768,051 | 0.00% | 31q | +27.9%+$13.2M |
| BANK OF AMERICA CORP /DE/ | $58.2M | 737,113 | 0.00% | 31q | +5.7%+$3.1M |
| Stephens Investment Management Group LLC | $57.2M | 723,451 | 0.61% | 12q | +1.2%+$691.3K |
| VANGUARD FIDUCIARY TRUST CO | $56.6M | 716,059 | 0.01% | 2q | +3.4%+$1.9M |
| RAYMOND JAMES FINANCIAL INC | $55.0M | 695,745 | 0.01% | 7q | +106.8%+$28.4M |
| Clark Capital Management Group, Inc. | $54.3M | 686,899 | 0.30% | 2q | +582.2%+$46.3M |
| AMERICAN CAPITAL MANAGEMENT INC | $51.6M | 653,072 | 2.31% | 7q | -1.5%-$788.3K |
| Capital World Investors | $46.7M | 590,612 | 0.01% | 12q | +2.8%+$1.3M |
| Artemis Investment Management LLP | $45.3M | 573,420 | 0.40% | 8q | -32.4%-$21.7M |
| ROYAL BANK OF CANADA | $42.9M | 542,778 | 0.01% | 31q | +3.3%+$1.4M |
| Swedbank AB | $41.1M | 520,363 | 0.04% | 9q | -7.5%-$3.3M |
| OBERWEIS ASSET MANAGEMENT INC/ | $40.5M | 512,100 | 0.84% | 3q | +30.6%+$9.5M |
| Legal & General Group Plc | $39.7M | 501,834 | 0.01% | 31q | +42.8%+$11.9M |
| Paradice Investment Management LLC | $39.0M | 493,906 | 6.23% | 12q | +0.5%+$208.7K |
| Soleus Capital Management, L.P. | $37.0M | 468,922 | 1.28% | 4q | -35.7%-$20.6M |
| VICTORY CAPITAL MANAGEMENT INC | $35.0M | 442,389 | 0.02% | 28q | +10.1%+$3.2M |
| ENVESTNET ASSET MANAGEMENT INC | $34.6M | 437,402 | 0.01% | 31q | +54.0%+$12.1M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $33.6M | 424,876 | 0.17% | 31q | +19.1%+$5.4M |
| FIRST TRUST ADVISORS LP | $32.9M | 416,943 | 0.02% | 27q | +39.0%+$9.2M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $32.4M | 409,705 | 0.07% | 16q | +2.0%+$631.1K |
| Holocene Advisors, LP | $31.6M | 399,932 | 0.07% | 2q | -48.3%-$29.5M |
| Annex Advisory Services, LLC | $29.5M | 372,794 | 0.50% | 3q | +6.4%+$1.8M |
| SEI INVESTMENTS CO | $29.3M | 370,309 | 0.03% | 31q | +62.3%+$11.2M |
| Capital Impact Advisors, LLC | $29.2M | 370,167 | 1.64% | 2q | +342.4%+$22.6M |
| SIRIOS CAPITAL MANAGEMENT L P | $28.1M | 355,019 | 3.41% | 12q | HELD |
| Bridgewater Associates, LP | $27.8M | 351,974 | 0.11% | 6q | +6.5%+$1.7M |
| EXCHANGE TRADED CONCEPTS, LLC | $27.3M | 345,454 | 0.12% | 27q | +34.5%+$7.0M |
| CONGRESS ASSET MANAGEMENT CO | $26.8M | 338,625 | 0.16% | new | NEW |
| SG Americas Securities, LLC | $25.7M | 324,663 | 0.01% | 6q | -4.6%-$1.2M |
| Terril Brothers, Inc. | $25.4M | 321,520 | 6.55% | 12q | HELD |
| Sio Capital Management, LLC | $23.8M | 301,816 | 3.95% | new | NEW |
| SEGALL BRYANT & HAMILL, LLC | $23.7M | 300,334 | 0.28% | 31q | +18.3%+$3.7M |
| Champlain Investment Partners, LLC | $23.0M | 290,878 | 0.59% | 26q | -16.9%-$4.7M |
| RHUMBLINE ADVISERS | $22.5M | 284,942 | 0.02% | 31q | +0.8%+$175.9K |
| Gotham Asset Management, LLC | $22.4M | 283,058 | 0.05% | 7q | +89.8%+$10.6M |
| KENNEDY CAPITAL MANAGEMENT LLC | $22.0M | 278,707 | 0.39% | 17q | -39.4%-$14.3M |
| MetLife Investment Management, LLC | $21.8M | 275,556 | 0.10% | 32q | +11.3%+$2.2M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $21.5M | 271,497 | 0.19% | new | NEW |
| Kathmere Capital Management, LLC | $21.5M | 271,497 | 1.13% | 7q | HELD |
| Retirement Systems of Alabama | $20.8M | 263,642 | 0.06% | 31q | -6.8%-$1.5M |
| LORD, ABBETT & CO. LLC | $20.7M | 261,901 | 0.06% | 8q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $20.3M | 257,256 | 0.01% | 31q | +3.4%+$676.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $19.8M | 250,823 | 0.00% | 31q | -2.6%-$530.6K |
| Foresight Group Ltd Liability Partnership | $19.8M | 254,030 | 3.56% | 6q | -13.6%-$3.1M |
| NICHOLAS COMPANY, INC. | $19.7M | 249,329 | 0.36% | 23q | HELD |
| GLENMEDE TRUST CO NA | $19.3M | 244,308 | 0.09% | 10q | +8.4%+$1.5M |
| Varenne Capital Partners | $18.8M | 238,200 | 3.12% | 2q | +0.7%+$125.1K |
| California Public Employees Retirement System | $18.1M | 229,350 | 0.01% | 31q | +11.3%+$1.8M |
| Woodline Partners LP | $17.9M | 226,640 | 0.06% | 2q | +231.3%+$12.5M |
| Swiss National Bank | $17.9M | 226,077 | 0.01% | 31q | +1.8%+$316.0K |
| Corient Private Wealth LP | $17.1M | 216,853 | 0.02% | 15q | +17.5%+$2.6M |
| GABELLI FUNDS LLC | $16.7M | 211,000 | 0.11% | 31q | -6.2%-$1.1M |
| Lightrock Netherlands B.V. | $16.4M | 207,151 | 3.23% | 7q | -19.5%-$4.0M |
| Sofinnova Investments, Inc. | $15.8M CALL | options only | 0.82% | new | OPTIONS |
| RENAISSANCE TECHNOLOGIES LLC | $15.6M | 196,918 | 0.02% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $15.5M | 195,611 | 0.03% | 25q | +2.9%+$437.5K |
| LPL Financial LLC | $15.2M | 192,805 | 0.00% | 31q | +42.2%+$4.5M |
| Susquehanna Portfolio Strategies, LLC | $15.2M | 191,945 | 0.24% | new | NEW |
| MARSHALL WACE, LLP | $14.9M | 188,541 | 0.01% | 14q | -66.5%-$29.6M |
| NATIXIS ADVISORS, LLC | $14.9M | 188,363 | 0.02% | 24q | +131.4%+$8.5M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 4.4% |
| 2026-10-27 | 13G/A | BlackRock, Inc. | 8.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-15 | TOBIN JAMES R | Director | Sold | 30,000 | $2.2M |
| 2026-08-18 | ZARRILLI STEPHEN T | Director | Sold | 25,000 | $2.2M |
| 2026-06-05 | Davidar David D | Director | Sold | 25,000 | $2.0M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 177 | $579.0M | 7,745,879 | 27 | 65 | 47 | 0.0% |
| Q2 2026 | 608 | $9.6B | 120,041,509 | 74 | 244 | 170 | 0.5% |
| Q1 2026 | 616 | $9.5B | 109,524,116 | 101 | 220 | 172 | 0.3% |
| Q4 2025 | 571 | $10.0B | 112,274,987 | 109 | 146 | 216 | 1.8% |
| Q3 2025 | 495 | $6.9B | 119,642,571 | 78 | 164 | 165 | 0.3% |
| Q2 2025 | 486 | $6.8B | 115,213,702 | 63 | 188 | 143 | 0.5% |
| Q1 2025 | 518 | $8.1B | 110,002,561 | 88 | 194 | 128 | 0.2% |
| Q4 2024 | 505 | $9.0B | 108,936,539 | 79 | 160 | 142 | 0.4% |
| Q3 2024 | 451 | $7.9B | 110,744,995 | 51 | 137 | 161 | 0.2% |
| Q2 2024 | 455 | $8.0B | 116,850,550 | 65 | 122 | 164 | 0.2% |
| Q1 2024 | 440 | $6.3B | 116,950,165 | 70 | 133 | 139 | 0.3% |
| Q4 2023 | 410 | $5.9B | 110,704,123 | 34 | 128 | 155 | 0.5% |
| Q3 2023 | 433 | $5.5B | 109,421,689 | 87 | 207 | 69 | 0.5% |
| Q2 2023 | 386 | $4.9B | 81,431,985 | 45 | 136 | 107 | 0.6% |
| Q1 2023 | 395 | $4.3B | 75,055,492 | 93 | 101 | 120 | 1.1% |
| Q4 2022 | 390 | $5.7B | 75,836,019 | 57 | 131 | 124 | 0.4% |
| Q3 2022 | 355 | $19.5B | 326,728,038 | 37 | 94 | 139 | 0.1% |
| Q2 2022 | 354 | $16.7B | 297,606,688 | 55 | 108 | 119 | 0.2% |
| Q1 2022 | 368 | $19.3B | 261,848,036 | 37 | 125 | 100 | 0.1% |
| Q4 2021 | 369 | $6.5B | 89,240,392 | 32 | 133 | 104 | 0.8% |
| Q3 2021 | 382 | $6.9B | 89,537,640 | 56 | 123 | 101 | 0.4% |
| Q2 2021 | 354 | $7.7B | 98,492,766 | 44 | 114 | 105 | 0.3% |
| Q1 2021 | 339 | $5.6B | 90,242,575 | 37 | 122 | 105 | 0.4% |
| Q4 2020 | 348 | $5.9B | 89,368,913 | 47 | 101 | 126 | 0.7% |
| Q3 2020 | 341 | $6.4B | 129,222,502 | 56 | 93 | 125 | 0.6% |
| Q2 2020 | 319 | $6.7B | 140,454,459 | 79 | 90 | 115 | 0.5% |
| Q1 2020 | 271 | $10.6B | 248,870,369 | 34 | 91 | 93 | 0.3% |
| Q4 2019 | 302 | $9.3B | 156,787,765 | 49 | 99 | 89 | 0.3% |
| Q3 2019 | 266 | $7.5B | 147,231,114 | 43 | 80 | 86 | 0.2% |
| Q2 2019 | 260 | $6.0B | 140,902,329 | 33 | 90 | 79 | 0.5% |
| Q1 2019 | 269 | $6.7B | 136,404,967 | 33 | 76 | 103 | 0.1% |
| Q4 2018 | 303 | $5.0B | 115,627,519 | 3 | 4 | 6 | 0.1% |