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Institutional Ownership · SEC Form 13F

Who owns Gen Digital (GEN)


Which tracked institutional funds hold GEN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GEN company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

695
Institutional holders
515M
Shares held (tracked funds)
86.1%
Of shares outstanding

How the tape is positioned

257 tracked funds added or opened GEN while 104 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

GEN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes GEN more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in GEN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 653 tracked filers holding GEN, 354 increased or opened the position and 352 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in GEN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 19

  • Assenagon Asset Management S.A.$26M
  • Jupiter Topco LLC$18M
  • Grantham, Mayo, Van Otterloo & Co. LLC$10M
  • TEACHER RETIREMENT SYSTEM OF TEXAS$4M
  • Abacus FCF Advisors LLC$4M
  • Freestone Grove Partners LP$4M

Full exits 68

  • Beutel, Goodman & Co Ltd.$196M
  • LSV ASSET MANAGEMENT$167M
  • Starboard Value LP$147M
  • Alyeska Investment Group, L.P.$109M
  • Amundi$78M
  • Pacer Advisors, Inc.$67M

Largest adds

  • BlackRock, Inc.$615M
  • AMERIPRISE FINANCIAL INC$315M
  • FMR LLC$310M
  • Boston Partners$234M
  • STATE STREET CORP$222M
  • VANGUARD CAPITAL MANAGEMENT LLC$218M

Largest trims

  • Pictet Asset Management Holding SA$73M
  • D. E. Shaw & Co., Inc.$33M
  • ALLIANCEBERNSTEIN L.P.$20M
  • MILLENNIUM MANAGEMENT LLC$16M
  • PRICE T ROWE ASSOCIATES INC /MD/$10M
  • TD Asset Management Inc$8M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added53,447,940$1.3B11.1%2026-Q2
FMR LLC added46,348,313$1.2B9.6%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added35,673,604$888M7.4%2026-Q2
STATE STREET CORP added31,242,349$778M6.5%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed30,421,154$757M6.3%2026-Q2
AMERIPRISE FINANCIAL INC added27,725,433$690M5.7%2026-Q2
Boston Partners added20,667,093$514M4.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added15,794,204$392M3.3%2026-Q2
FIRST TRUST ADVISORS LP added15,479,704$385M3.2%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added13,452,254$335M2.8%2026-Q2
Invesco Ltd. added13,084,850$326M2.7%2026-Q2
Legal & General Group Plc added9,046,545$225M1.9%2026-Q2
MORGAN STANLEY added8,342,317$208M1.7%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed8,155,355$203M1.7%2026-Q2
LYRICAL ASSET MANAGEMENT LP added7,983,428$199M1.7%2026-Q2
DIMENSIONAL FUND ADVISORS LP added7,037,704$175M1.5%2026-Q2
NORGES BANK added6,398,371$159M1.3%2026-Q2
NORTHERN TRUST CORP added6,216,023$155M1.3%2026-Q2
DEUTSCHE BANK AG\ added5,891,498$147M1.2%2026-Q2
Nuveen, LLC trimmed5,650,237$141M1.2%2026-Q2
NEUBERGER BERMAN GROUP LLC trimmed5,079,239$126M1.1%2026-Q2
Gotham Asset Management, LLC added4,458,996$111M0.9%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added4,415,924$110M0.9%2026-Q2
Bank of New York Mellon Corp trimmed4,356,008$108M0.9%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added4,350,084$108M0.9%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added3,892,450$97M0.8%2026-Q2
JPMORGAN CHASE & CO trimmed3,590,873$91M0.8%2026-Q2
UBS Group AG added3,361,539$84M0.7%2026-Q2
Vinva Investment Management Ltd added3,155,454$79M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed3,093,472$77M0.6%2026-Q2
SEI INVESTMENTS CO added3,013,178$75M0.6%2026-Q2
GOLDMAN SACHS GROUP INC added3,004,775$75M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed2,491,103$62M0.5%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed2,342,113$44M0.4%2026-Q2
CITADEL ADVISORS LLC trimmed2,284,559$57M0.5%2026-Q2
Robeco Institutional Asset Management B.V. added2,201,113$55M0.5%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,195,893$55M0.5%2026-Q2
TODD ASSET MANAGEMENT LLC added2,177,402$54M0.5%2026-Q2
Triodos Investment Management BV added2,030,038$50M0.4%2026-Q2
WORLDQUANT MILLENNIUM ADVISORS LLC added2,010,162$50M0.4%2026-Q2
BANK OF MONTREAL /CAN/ added1,980,953$49M0.4%2026-Q2
PRUDENTIAL FINANCIAL INC added1,855,571$46M0.4%2026-Q2
PFA Pension, Forsikringsaktieselskab added1,795,703$45M0.4%2026-Q2
Quantinno Capital Management LP added1,611,826$40M0.3%2026-Q2
Alberta Investment Management Corp trimmed1,550,000$39M0.3%2026-Q2
Swiss National Bank trimmed1,497,175$37M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed1,369,949$34M0.3%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added1,361,713$34M0.3%2026-Q2
HSBC HOLDINGS PLC added1,324,155$33M0.3%2026-Q2
Railway Pension Investments Ltd added1,320,600$33M0.3%2026-Q2
Vanguard Global Advisers, LLC trimmed1,231,485$31M0.3%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed1,227,444$31M0.3%2026-Q2
AustralianSuper Pty Ltd added1,223,513$30M0.3%2026-Q2
WELLS FARGO & COMPANY/MN added1,220,022$30M0.3%2026-Q2
ExodusPoint Capital Management, LP added1,214,426$30M0.3%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added1,202,483$30M0.2%2026-Q2
BARCLAYS PLC trimmed1,148,196$29M0.2%2026-Q2
California Public Employees Retirement System trimmed1,141,555$28M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed1,126,327$28M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed1,071,222$27M0.2%2026-Q2
Pictet Asset Management Holding SA trimmed1,052,910$26M0.2%2026-Q2
Assenagon Asset Management S.A. added1,041,384$26M0.2%2026-Q2
SEB Asset Management AB trimmed1,010,157$25M0.2%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added934,617$23M0.2%2026-Q2
STOREBRAND ASSET MANAGEMENT AS added924,725$23M0.2%2026-Q2
CITIGROUP INC trimmed915,210$23M0.2%2026-Q2
Allianz Asset Management GmbH added872,074$22M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed795,486$20M0.2%2026-Q2
Swedbank AB trimmed757,728$19M0.2%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank) trimmed744,896$19M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed732,078$18M0.2%2026-Q2
Jupiter Topco LLC new725,522$18M0.2%2026-Q2
ROYAL BANK OF CANADA trimmed708,133$18M0.1%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed654,652$16M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added646,124$16M0.1%2026-Q2
Asset Management One Co., Ltd. added644,720$16M0.1%2026-Q2
Federation des caisses Desjardins du Quebec added631,734$16M0.1%2026-Q2
Mitsubishi UFJ Trust & Banking Corp added626,129$16M0.1%2026-Q2
Invenomic Capital Management LP added610,309$15M0.1%2026-Q2
DANSKE BANK A/S added598,752$15M0.1%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed594,353$15M0.1%2026-Q2
ABN AMRO Bank N.V. trimmed576,616$14M0.1%2026-Q2
APG Asset Management N.V. added568,314$12M0.1%2026-Q2
Empowered Funds, LLC trimmed510,452$13M0.1%2026-Q2
LBP AM SA added497,836$12M0.1%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. added491,217$12M0.1%2026-Q2
Mediolanum International Funds Ltd added484,876$12M0.1%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed474,741$12M0.1%2026-Q2
Permit Capital, LLC added443,494$11M0.1%2026-Q2
AVIVA PLC added439,784$11M0.1%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed434,914$11M0.1%2026-Q2
Russell Investments Group, Ltd. added422,758$11M0.1%2026-Q2
CRAWFORD INVESTMENT COUNSEL INC added421,949$11M0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed416,904$10M0.1%2026-Q2
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND added412,231$10M0.1%2026-Q2
Grantham, Mayo, Van Otterloo & Co. LLC new400,898$10M0.1%2026-Q2
Aberdeen Group plc added400,207$10M0.1%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed385,040$10M0.1%2026-Q2
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund added373,664$9M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed361,310$9M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership