Gen Digital Inc. (GEN) Ownership

20.83 ↑0.15 (0.73%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Gen Digital Inc. (GEN), owning a total of 67.6 million shares. Combined, the top 27 institutional holders of GEN own 66.73% of the company with a total of 425.6 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of GEN by 741 thousand shares. 10 institutions bought 10,373,080 total additional shares and increased their ownership by an average of 6.92%. However 9 institutions sold 9,631,586 total shares and decreased their ownership by an average of 7.24%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Gen Digital increased by a net total of 741,494 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.610%	-0.366%	67,576,000	-247,971	2023-12-31
BlackRock Inc	9.427%	-3.182%	60,038,066	-1,972,894	2023-12-31
FMR Inc	5.521%	5.681%	35,165,777	1,890,309	2023-12-31
State Street Corporation	4.664%	2.120%	29,705,894	616,680	2023-12-31
Starboard Value LP	2.922%	0.000%	18,608,904	0	2023-12-31
AllianceBernstein L.P.	2.808%	-10.052%	17,882,792	-1,998,543	2023-12-31
Boston Partners Global Investors, Inc	2.768%	13.925%	17,629,096	2,154,796	2023-12-31
Ameriprise Financial Inc	2.739%	25.734%	17,441,616	3,569,785	2023-12-31
Geode Capital Management, LLC	2.089%	1.626%	13,301,991	212,803	2023-12-31
Beutel, Goodman & Company Ltd.	2.062%	-0.331%	13,131,161	-43,615	2023-12-31
Legal & General Group PLC	1.808%	12.840%	11,513,845	1,310,170	2023-12-31
Franklin Resources Inc	1.769%	-1.383%	11,269,360	-158,082	2023-12-31
First Trust Advisors L.P.	1.550%	-1.178%	9,872,786	-117,635	2023-12-31
Nuveen Asset Management, LLC	1.481%	5.717%	9,432,278	510,036	2023-12-31
Lyrical Asset Management LP	1.361%	-0.049%	8,666,809	-4,270	2023-12-31
Amvescap Plc.	1.342%	0.741%	8,544,501	62,841	2023-12-31
T. Rowe Price Associates, Inc.	1.062%	-40.492%	6,760,503	-4,600,205	2023-12-31
Pictet Asset Manangement SA	0.973%	0.030%	6,199,828	1,883	2023-12-31
Northern Trust Corp	0.870%	-8.098%	5,542,784	-488,371	2023-12-31
Bank of New York Mellon Corp	0.830%	0.835%	5,286,592	43,777	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.610%	-0.366%	67,576,000	-247,971	2023-12-31
BlackRock Inc	9.427%	-3.182%	60,038,066	-1,972,894	2023-12-31
FMR Inc	5.521%	5.681%	35,165,777	1,890,309	2023-12-31
State Street Corporation	4.664%	2.120%	29,705,894	616,680	2023-12-31
Starboard Value LP	2.922%	0.000%	18,608,904	0	2023-12-31
AllianceBernstein L.P.	2.808%	-10.052%	17,882,792	-1,998,543	2023-12-31
Boston Partners Global Investors, Inc	2.768%	13.925%	17,629,096	2,154,796	2023-12-31
Ameriprise Financial Inc	2.739%	25.734%	17,441,616	3,569,785	2023-12-31
Geode Capital Management, LLC	2.089%	1.626%	13,301,991	212,803	2023-12-31
Beutel, Goodman & Company Ltd.	2.062%	-0.331%	13,131,161	-43,615	2023-12-31
Legal & General Group PLC	1.808%	12.840%	11,513,845	1,310,170	2023-12-31
Franklin Resources Inc	1.769%	-1.383%	11,269,360	-158,082	2023-12-31
First Trust Advisors L.P.	1.550%	-1.178%	9,872,786	-117,635	2023-12-31
Nuveen Asset Management, LLC	1.481%	5.717%	9,432,278	510,036	2023-12-31
Marshall Wace Asset Management Ltd	1.433%	0.000%	9,336,184	9,336,184	2022-06-30
ING Investment Management LLC	1.437%	-2.065%	9,208,481	-194,120	2022-12-31
Lyrical Asset Management LP	1.361%	-0.049%	8,666,809	-4,270	2023-12-31
Amvescap Plc.	1.342%	0.741%	8,544,501	62,841	2023-12-31
Amundi	1.248%	-0.050%	7,981,418	-3,985	2023-03-31
JPMorgan Chase & Co	1.079%	-29.709%	6,913,681	-2,922,132	2022-12-31
T. Rowe Price Associates, Inc.	1.062%	-40.492%	6,760,503	-4,600,205	2023-12-31
Citadel Advisors Llc	1.052%	48.669%	6,742,551	2,207,280	2023-06-30
Park West Asset Management LLC	0.975%	-12.703%	6,246,998	-909,000	2023-09-30
Pictet Asset Manangement SA	0.973%	0.030%	6,199,828	1,883	2023-12-31
Morgan Stanley - Brokerage Accounts	0.853%	-12.895%	5,553,010	-822,037	2022-09-30
Northern Trust Corp	0.870%	-8.098%	5,542,784	-488,371	2023-12-31
Bank of New York Mellon Corp	0.830%	0.835%	5,286,592	43,777	2023-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Gen Digital Inc. (GEN), owning a total of 17 million shares. Combined, the top 31 mutual fund holders of GEN own 38.00% of the company with a total of 242.6 million shares.

In the latest ownership report on March 31st 2024, the top 31 fund holders increased their combined ownership of GEN by 4 thousand shares. 1 funds bought 48,365 total additional shares and increased their ownership by an average of 1.08%. However 1 funds sold 52,614 total shares and decreased their ownership by an average of 0.77%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Gen Digital decreased by a net total of -4,249 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
First Trust NASDAQ Cybersecurity ETF	1.503%	0.000%	9,571,435	0	2024-03-31
SPDR® S&P 500 ETF Trust	1.068%	-0.768%	6,799,017	-52,614	2024-03-31
Lyrical U.S. Value Equity - CS	0.710%	1.081%	4,523,525	48,365	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.674%	-0.205%	17,033,523	-34,974	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.624%	-0.044%	16,816,362	-7,357	2023-03-31
Vanguard Institutional 500 Index Trust	2.211%	1.083%	14,081,206	150,801	2024-02-29
Vanguard 500 Index Investor	2.141%	0.491%	13,690,635	66,928	2023-08-31
Vanguard Mid Cap Index Institutional	1.911%	-0.304%	12,169,845	-37,101	2024-02-29
Columbia Seligman Tech & Info A	1.837%	9.946%	11,700,208	1,058,400	2024-02-29
Columbia Seligman Technology Growth	1.593%	28.876%	10,145,908	2,273,300	2023-12-31
Columbia Seligman Tech & Inf SMA Cmp	1.593%	5,229,750.000%	10,145,908	10,145,714	2023-12-31
First Trust NASDAQ Cybersecurity ETF	1.503%	0.000%	9,571,435	0	2024-03-31
Fidelity® Select Software & IT Svcs Port	1.184%	19.372%	7,583,018	1,230,600	2023-10-31
Select Software & IT Svcs Port	1.184%	19.372%	7,583,018	1,230,600	2023-10-31
JHancock Disciplined Value Mid Cap I	1.161%	-21.103%	7,396,816	-1,978,504	2024-02-29
Fidelity Select Software & IT Svcs Port	1.130%	0.000%	7,198,718	0	2024-02-29
MUKAM Cyber Security Equity Mother Fund	1.102%	0.000%	7,047,750	0	2022-12-06
SPDR® S&P 500 ETF Trust	1.068%	-0.768%	6,799,017	-52,614	2024-03-31
Fidelity 500 Index	1.062%	1.017%	6,762,261	68,045	2024-02-29
Fidelity® 500 Index	1.023%	0.640%	6,557,109	41,725	2023-11-30
iShares MSCI USA Min Vol Factor ETF	1.004%	0.000%	6,391,232	0	2024-03-28
iShares Core S&P 500 ETF	0.912%	0.741%	5,810,273	42,752	2024-03-28
Strategic Advisers Fidelity US TtlStk	0.896%	46.330%	5,707,000	1,806,900	2024-02-29
Fidelity Series Value Discovery	0.879%	50.586%	5,601,228	1,881,600	2024-02-29
JPM US Mid Cap Value-Composite	0.815%	-19.088%	5,306,265	-1,251,810	2022-09-30
L&G Cyber Security ETF	0.819%	-0.118%	5,215,256	-6,151	2024-03-28
JPMorgan Mid Cap Value L	0.751%	-7.845%	4,889,969	-416,296	2022-10-31
Pictet-Security I USD	0.755%	0.988%	4,807,745	47,031	2023-12-31
Invesco S&P 500® Equal Weight ETF	0.754%	0.249%	4,803,753	11,920	2024-03-28
Vanguard Value Index Inv	0.715%	0.344%	4,552,604	15,587	2024-02-29
Lyrical U.S. Value Equity - CS	0.710%	1.081%	4,523,525	48,365	2024-03-31
Franklin Mutual Shares Z	0.678%	0.000%	4,315,082	0	2024-02-29
Vanguard Information Technology ETF	0.668%	2.165%	4,255,231	90,171	2024-02-29
Vanguard Mid-Cap Value ETF	0.650%	-0.793%	4,136,446	-33,075	2024-01-31