Who owns GEN (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on GEN is one-sided between 2025-Q4 and 2026-Q1: 80 added or opened and 308 trimmed or exited — on balance reducing.
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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 691 tracked filers holding GEN, 364 increased or opened the position and 357 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 40
- VANGUARD CAPITAL MANAGEMENT LLC$670M
- VANGUARD PORTFOLIO MANAGEMENT LLC$590M
- VANGUARD FIDUCIARY TRUST CO$58M
- JUPITER ASSET MANAGEMENT LTD$55M
- D. E. Shaw & Co., Inc.$34M
- Vanguard Global Advisers, LLC$23M
Full exits 31
- VANGUARD GROUP INC$2.0B
- Skandinaviska Enskilda Banken AB (publ)$28M
- Bridgewater Associates, LP$22M
- Brandywine Global Investment Management, LLC$12M
- TEACHER RETIREMENT SYSTEM OF TEXAS$11M
- Munich Reinsurance Co Stock Corp in Munich$5M
Largest adds
- Alyeska Investment Group, L.P.$39M
- MILLENNIUM MANAGEMENT LLC$26M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$23M
- RENAISSANCE TECHNOLOGIES LLC$13M
- Vinva Investment Management Ltd$11M
- WORLDQUANT MILLENNIUM ADVISORS LLC$7M
Largest trims
- BlackRock, Inc.$699M
- FMR LLC$288M
- FIRST TRUST ADVISORS LP$263M
- STATE STREET CORP$262M
- AMERIPRISE FINANCIAL INC$246M
- FRANKLIN RESOURCES INC$215M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 44,797,978 | $844M | 7.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 38,007,071 | $716M | 6.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 35,586,480 | $670M | 6.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 31,355,683 | $590M | 5.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 29,499,735 | $555M | 5.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 19,949,585 | $376M | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 15,562,127 | $292M | 2.7% | 2026-Q1 |
| Boston Partners trimmed | 14,885,079 | $280M | 2.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 14,808,943 | $279M | 2.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 13,094,386 | $247M | 2.2% | 2026-Q1 |
| Invesco Ltd. added | 12,756,210 | $240M | 2.2% | 2026-Q1 |
| Beutel, Goodman & Co Ltd. trimmed | 10,387,394 | $196M | 1.8% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 8,891,175 | $167M | 1.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 8,759,877 | $165M | 1.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 8,199,952 | $154M | 1.4% | 2026-Q1 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 7,967,247 | $150M | 1.4% | 2026-Q1 |
| Starboard Value LP trimmed | 7,806,922 | $147M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 7,598,571 | $143M | 1.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 7,306,495 | $138M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 6,108,630 | $115M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 5,876,480 | $111M | 1.0% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 5,775,514 | $109M | 1.0% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 5,349,401 | $101M | 0.9% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 5,272,058 | $99M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 4,901,878 | $92M | 0.8% | 2026-Q1 |
| Amundi trimmed | 4,152,345 | $78M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,688,294 | $69M | 0.6% | 2026-Q1 |
| Pacer Advisors, Inc. added | 4,213,344 | $67M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,596,065 | $66M | 0.6% | 2026-Q1 |
| Penserra Capital Management LLC added | 3,491,676 | $66M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 3,447,783 | $65M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,353,485 | $64M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 3,100,947 | $58M | 0.5% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 2,942,876 | $55M | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 2,559,493 | $48M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,559,425 | $48M | 0.4% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 2,150,098 | $40M | 0.4% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,088,657 | $39M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,816,359 | $34M | 0.3% | 2026-Q1 |
| Alberta Investment Management Corp added | 1,788,100 | $34M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,773,175 | $33M | 0.3% | 2026-Q1 |
| Triodos Investment Management BV added | 1,769,538 | $33M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,733,917 | $33M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,691,490 | $32M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,561,870 | $29M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 1,538,375 | $29M | 0.3% | 2026-Q1 |
| TODD ASSET MANAGEMENT LLC trimmed | 1,533,922 | $29M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 1,526,857 | $29M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 1,463,895 | $28M | 0.3% | 2026-Q1 |
| KBC Group NV trimmed | 1,449,692 | $27M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,405,921 | $26M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,386,158 | $26M | 0.2% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 1,307,374 | $25M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,255,294 | $24M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,247,580 | $23M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,235,109 | $23M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 856,845 | $23M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,168,383 | $22M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,088,692 | $21M | 0.2% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1,082,457 | $20M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,069,579 | $20M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,044,438 | $20M | 0.2% | 2026-Q1 |
| SEB Asset Management AB new | 1,034,695 | $19M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 1,003,984 | $19M | 0.2% | 2026-Q1 |
| Vinva Investment Management Ltd added | 959,389 | $18M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 910,799 | $17M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 886,509 | $17M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 866,918 | $16M | 0.1% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 855,763 | $16M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 842,676 | $16M | 0.1% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension trimmed | 840,613 | $16M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 813,521 | $15M | 0.1% | 2026-Q1 |
| Swedbank AB added | 759,115 | $14M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 751,328 | $14M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 750,871 | $14M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 702,655 | $13M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 669,623 | $13M | 0.1% | 2026-Q1 |
| Railway Pension Investments Ltd | 665,100 | $13M | 0.1% | 2026-Q1 |
| TD Asset Management Inc trimmed | 647,452 | $12M | 0.1% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 637,510 | $12M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 633,818 | $12M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 629,856 | $12M | 0.1% | 2026-Q1 |
| Empowered Funds, LLC added | 605,308 | $11M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 602,021 | $11M | 0.1% | 2026-Q1 |
| ABN AMRO Bank N.V. added | 582,135 | $11M | 0.1% | 2026-Q1 |
| Achmea Investment Management B.V. added | 560,044 | $11M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 535,097 | $10M | 0.1% | 2026-Q1 |
| Korea Investment CORP added | 527,853 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 73,064,257 | $2.0B | 18.1% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,660,037 | $47M | 0.4% | 2025-Q3 stale |
| PINEBRIDGE INVESTMENTS, L.P. trimmed | 1,235,780 | $35M | 0.3% | 2025-Q3 stale |
| Skandinaviska Enskilda Banken AB (publ) trimmed | 1,025,916 | $28M | 0.3% | 2025-Q4 stale |
| AXA S.A. trimmed | 787,682 | $23M | 0.2% | 2025-Q2 stale |
| Bridgewater Associates, LP trimmed | 817,890 | $22M | 0.2% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 773,819 | $22M | 0.2% | 2025-Q3 stale |
| Glenmede Investment Management, LP added | 522,047 | $15M | 0.1% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC trimmed | 430,180 | $12M | 0.1% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 395,693 | $11M | 0.1% | 2025-Q3 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 407,000 | $11M | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 400,202 | $11M | 0.1% | 2025-Q1 stale |
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.
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.