GEN · Company research
Gen Digital Inc. Common Stock (GEN): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131827 | 166761 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Gallacher Capital Management LLC | 1960749 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33568 | 835499 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Axxion S.A. | 2030181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14824 | 368969 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 257487 | 6408851 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ISLAY CAPITAL MANAGEMENT, LLC | 1738560 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 673 | 16740 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3891785 | 96866529 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24700 | 614783 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 548 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 1145 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8932 | 222319 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8377 | 208504 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27724 | 690725 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 299 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| 111 Capital | 2060412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14951 | 372130 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Torren Management, LLC | 2096203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 846 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 940 | 24543 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 649375 | 16162944 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PINEBRIDGE INVESTMENTS LLC | 2088548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172827 | 4301664 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 273839 | 6815853 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56154 | 1397673 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 767 | 19091 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Fort Point Capital Partners LLC | 1589282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106926 | 2661388 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4844 | 120567 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Seneschal Advisors, LLC | 2039659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 50 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13277 | 330465 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165661 | 4123302 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 718 | 17871 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 1444 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69 | 1718 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21582 | 537176 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25837841 | 643317322 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4020491 | 100070021 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BONNESS ENTERPRISES INC | 1105471 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62500 | 1555625 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209369 | 5211194 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CYBER HORNET ETFs LLC | 1818014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1501 | 37360 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Everhart Financial Group, Inc. | 1852858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18972 | 472213 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 512 | 12744 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 747 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Caldwell Trust Co | 2080218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 740 | 18419 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 744896 | 18540461 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5038957 | 125419650 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7234 | 180053 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159789 | 3977148 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123011 | 3061744 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NAPLES GLOBAL ADVISORS, LLC | 1582151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23391 | 582202 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21822 | 543150 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 657 | 16451 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95745 | 2383 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223 | 5550 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1921 | 47814 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1109767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18397 | 457914 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Mosley Wealth Management | 2011849 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 548 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Dakota Wealth Management | 1631353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 244408 | 6083309 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131164 | 3264672 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1463217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21004 | 522801 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| EASTERN BANK | 1126395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2800 | 69692 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Horizon Investments, LLC | 1560717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9195 | 939821 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ROYAL LONDON ASSET MANAGEMENT LTD | 863748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225446 | 5611350 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1963735 | 48877359 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41725 | 1038535 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HUB Investment Partners, LLC | 1841815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17126 | 426265 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| South Dakota Investment Council | 1538846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6200 | 154 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11413 | 284072 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213682 | 5318545 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8275 | 205965 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CAPITAL FUND MANAGEMENT S.A. | 1323645 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19500 | 485355 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 4978 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LBP AM SA | 1970075 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 497836 | 12391138 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3980 | 99063 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74962 | 1865804 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112496 | 2800025 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Havemeyer Place LP | 2026128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9877 | 245839 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Intesa Sanpaolo S.p.A. | 1374384 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6686 | 165844 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43761 | 1089214 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3355849 | 83527082 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Alan B Lancz & Associates, Inc. | 1897835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32900 | 818881 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Oslo Pensjonsforsikring AS | 1828808 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10973 | 273117 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Mn Services Vermogensbeheer B.V. | 1666940 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151896 | 3781 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Cornerstone Wealth Management, LLC | 1674117 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9170 | 228237 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Impax Asset Management Group plc | 1749768 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76303 | 1899182 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.