Gen Digital Ownership 2024 | Who Owns Gen Digital Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

79.91%

Insider Ownership

9.08%

Retail Ownership

11.00%

Institutional Holders

510.00

Gen Digital Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC10.44%0.03%67,934,185-764,370-1.11%1,165,750,616,000Mar 31, 2023
BLACKROCK INC.9.48%0.03%61,729,736170,8590.28%1,059,282,277,000Mar 31, 2023
STATE STREET CORP4.53%0.03%29,469,7733,369,17412.91%505,695,545,000Mar 31, 2023
FMR LLC4.05%0.04%26,341,6012,988,85012.80%452,021,873,000Mar 31, 2023
ALLIANCEBERNSTEIN L.P.3.79%0.18%24,643,124-1,212,835-4.69%422,876,008,000Mar 31, 2023
STARBOARD VALUE LP2.91%6.54%18,914,794--324,577,865,000,000,000Mar 31, 2023
AMERIPRISE FINANCIAL INC2.07%0.08%13,447,377229,8671.74%230,753,421,000Mar 31, 2023
BEUTEL, GOODMAN & CO LTD.1.98%1.30%12,883,5641,319,68011.41%221,081,000Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC1.91%0.03%12,434,238-2,691-0.02%212,913,481,000Mar 31, 2023
FRANKLIN RESOURCES INC1.82%0.10%11,863,5534,394,60858.84%203,578,569,000Mar 31, 2023
BOSTON PARTNERS1.64%0.25%10,701,925143,0961.36%183,657,127,000Mar 31, 2023
PRICE T ROWE ASSOCIATES INC /MD/1.45%0.02%9,467,0295,028,410113.29%162,455,000Mar 31, 2023
LEGAL & GENERAL GROUP PLC1.40%0.06%9,091,321-623,043-6.41%155,340,094,000Mar 31, 2023
LYRICAL ASSET MANAGEMENT LP1.36%2.97%8,870,9062,089,91530.82%152,224,747,000Mar 31, 2023
FIRST TRUST ADVISORS LP1.33%0.17%8,678,629648,4508.08%148,925,254,000Mar 31, 2023
INVESCO LTD.1.25%0.04%8,143,7752,231,15037.74%139,747,179,000Mar 31, 2023
AMUNDI1.23%0.07%7,981,418-3,985-0.05%137,120,730,000Mar 31, 2023
PICTET ASSET MANAGEMENT SA1.10%0.15%7,193,124-4,998,755-41.00%123,434,008,000Mar 31, 2023
NUVEEN ASSET MANAGEMENT, LLC1.09%0.05%7,068,921246,1463.61%121,302,000Mar 31, 2023
PARK WEST ASSET MANAGEMENT LLC1.06%10.56%6,897,5091,947,50039.34%118,361,254,000Mar 31, 2023

Gen Digital's largest institutional shareholder is VANGUARD GROUP INC, holding 10.44% of the company's total share outstanding, currently valued at $1.17T. The top 10 institutional shareholders own together 42.96% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PARK WEST ASSET MANAGEMENT LLC1.06%10.56%6,897,5091,947,50039.34%118,361,254,000Mar 31, 2023
PERTENTO PARTNERS LLP0.24%6.65%1,559,556356,21729.60%26,761,981,000Mar 31, 2023
STARBOARD VALUE LP2.91%6.54%18,914,794--324,577,865,000,000,000Mar 31, 2023
YARRA SQUARE PARTNERS LP0.03%4.25%201,758201,758100.00%3,462,167,000Mar 31, 2023
PETRUS TRUST COMPANY, LTA0.27%3.66%1,759,969346,94024.55%30,201,068,000Mar 31, 2023
LYRICAL ASSET MANAGEMENT LP1.36%2.97%8,870,9062,089,91530.82%152,224,747,000Mar 31, 2023
TRIODOS INVESTMENT MANAGEMENT BV0.21%2.59%1,342,3507,0000.52%23,035,000Mar 31, 2023
TOBAM0.33%2.45%2,169,286483,52628.68%37,225,000Mar 31, 2023
WESTERN STANDARD LLC0.02%2.24%128,513128,513100.00%2,205,283,000Mar 31, 2023
UNIGESTION HOLDING SA0.35%2.10%2,306,664147,1086.81%38,682,756,000Mar 31, 2023
PHILOSOPHY CAPITAL MANAGEMENT LLC0.18%1.89%1,159,774271,74130.60%19,901,722,000Mar 31, 2023
ETF MANAGERS GROUP, LLC0.48%1.74%3,132,522328,79411.73%53,754,078,000Mar 31, 2023
IRIDIAN ASSET MANAGEMENT LLC/CT0.15%1.33%945,00737,3964.12%16,216,320,000Mar 31, 2023
BEUTEL, GOODMAN & CO LTD.1.98%1.30%12,883,5641,319,68011.41%221,081,000Mar 31, 2023
LIFEWORKS ADVISORS, LLC0.02%1.12%137,614137,614100.00%2,361,456,000Mar 31, 2023
HUDSON CAPITAL MANAGEMENT LLC0.02%0.97%141,76216,25712.95%2,432,643,000Mar 31, 2023
TEALWOOD ASSET MANAGEMENT INC0.02%0.93%106,942-585-0.54%1,835,000Mar 31, 2023
MACHINA CAPITAL S.A.S.0.01%0.88%58,56114,34032.43%1,004,907,000Mar 31, 2023
IQ EQ FUND MANAGEMENT (IRELAND) LTD0.04%0.86%260,78019,6028.13%4,474,985,000Mar 31, 2023
MARTIN & CO INC /TN/0.03%0.81%182,580-2,879-1.55%3,133,069,000Mar 31, 2023

The largest Gen Digital shareholder by % of total assets is PARK WEST ASSET MANAGEMENT LLC. The company owns 6.90M shares of Gen Digital (GEN), representing 10.56% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PRICE T ROWE ASSOCIATES INC /MD/1.45%0.02%9,467,0295,028,410113.29%162,455,000Mar 31, 2023
FRANKLIN RESOURCES INC1.82%0.10%11,863,5534,394,60858.84%203,578,569,000Mar 31, 2023
STATE STREET CORP4.53%0.03%29,469,7733,369,17412.91%505,695,545,000Mar 31, 2023
FMR LLC4.05%0.04%26,341,6012,988,85012.80%452,021,873,000Mar 31, 2023
INVESCO LTD.1.25%0.04%8,143,7752,231,15037.74%139,747,179,000Mar 31, 2023
LYRICAL ASSET MANAGEMENT LP1.36%2.97%8,870,9062,089,91530.82%152,224,747,000Mar 31, 2023
PARK WEST ASSET MANAGEMENT LLC1.06%10.56%6,897,5091,947,50039.34%118,361,254,000Mar 31, 2023
BEUTEL, GOODMAN & CO LTD.1.98%1.30%12,883,5641,319,68011.41%221,081,000Mar 31, 2023
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.19%0.04%1,251,2071,130,017932.43%21,470,711,000Mar 31, 2023
BANK OF AMERICA CORP /DE/0.34%0.00%2,202,684944,22875.03%37,798,068,000Mar 31, 2023
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.12%0.07%788,145788,145100.00%13,524,568,000Mar 31, 2023
D. E. SHAW & CO., INC.0.25%0.03%1,613,506737,72884.24%27,687,763,000Mar 31, 2023
THRIVENT FINANCIAL FOR LUTHERANS0.11%0.03%710,345684,4182639.79%12,189,000Mar 31, 2023
NEUBERGER BERMAN GROUP LLC0.35%0.04%2,301,253656,65039.93%39,489,503,000Mar 31, 2023
FIRST TRUST ADVISORS LP1.33%0.17%8,678,629648,4508.08%148,925,254,000Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD0.08%0.04%531,306531,306100.00%9,117,211,000Mar 31, 2023
ALBERTA INVESTMENT MANAGEMENT CORP0.35%0.38%2,279,991530,29830.31%39,124,646,000Mar 31, 2023
POINT72 ASSET MANAGEMENT, L.P.0.08%0.03%524,843524,843100.00%9,006,306,000Mar 31, 2023
TOBAM0.33%2.45%2,169,286483,52628.68%37,225,000Mar 31, 2023
MAN GROUP PLC0.09%0.03%566,392409,045259.96%9,719,287,000Mar 31, 2023

As of Mar 31 2023, Gen Digital's largest institutional buyer is PRICE T ROWE ASSOCIATES INC /MD/. The company purchased 5.03M stocks of GEN, valued at $162.46M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VOYA INVESTMENT MANAGEMENT LLC0.44%0.06%2,876,880-6,331,601-68.76%49,367,260,000Mar 31, 2023
PICTET ASSET MANAGEMENT SA1.10%0.15%7,193,124-4,998,755-41.00%123,434,008,000Mar 31, 2023
JPMORGAN CHASE & CO0.50%0.01%3,284,685-3,628,996-52.49%56,365,576,000Mar 31, 2023
KBC GROUP NV----2,642,612-100.00%-Mar 31, 2023
ACHMEA INVESTMENT MANAGEMENT B.V.0.03%0.08%169,640-2,342,186-93.25%2,911,000Mar 31, 2023
BALYASNY ASSET MANAGEMENT L.P.0.09%0.03%585,660-1,691,145-74.28%10,049,926,000Mar 31, 2023
AUSTRALIANSUPER PTY LTD----1,672,497-100.00%-Mar 31, 2023
CITADEL ADVISORS LLC0.70%0.02%4,535,271-1,638,074-26.53%77,825,250,000Mar 31, 2023
MORGAN STANLEY0.68%0.01%4,420,425-1,425,862-24.39%75,854,524,000Mar 31, 2023
ALLIANCEBERNSTEIN L.P.3.79%0.18%24,643,124-1,212,835-4.69%422,876,008,000Mar 31, 2023
NORTHERN TRUST CORP0.94%0.02%6,132,704-1,172,673-16.05%105,237,201,000Mar 31, 2023
TWO SIGMA ADVISERS, LP0.00%0.00%19,666-1,122,998-98.28%337,469,000Mar 31, 2023
VANGUARD GROUP INC10.44%0.03%67,934,185-764,370-1.11%1,165,750,616,000Mar 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.0.01%0.00%50,300-725,900-93.52%863,148,000Mar 31, 2023
LOS ANGELES CAPITAL MANAGEMENT LLC0.07%0.03%448,781-664,969-59.71%7,701,082,000Mar 31, 2023
TOTEM POINT MANAGEMENT, LLC----636,976-100.00%-Mar 31, 2023
LEGAL & GENERAL GROUP PLC1.40%0.06%9,091,321-623,043-6.41%155,340,094,000Mar 31, 2023
ADAGE CAPITAL PARTNERS GP, L.L.C.0.18%0.05%1,183,707-545,000-31.53%20,312,412,000Mar 31, 2023
TEACHER RETIREMENT SYSTEM OF TEXAS0.01%0.01%65,202-528,051-89.01%1,119,000Mar 31, 2023
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.21%0.03%1,393,170-524,256-27.34%23,907,000Mar 31, 2023

As of Mar 31 2023, Gen Digital's biggest institutional seller is VOYA INVESTMENT MANAGEMENT LLC. The company sold -6.33M shares of GEN, valued at $49.37B.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.12%0.07%788,145788,145100.00%13,524,568,000Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD0.08%0.04%531,306531,306100.00%9,117,211,000Mar 31, 2023
POINT72 ASSET MANAGEMENT, L.P.0.08%0.03%524,843524,843100.00%9,006,306,000Mar 31, 2023
OSTRUM ASSET MANAGEMENT0.06%0.58%388,737388,737100.00%6,670,727,000Mar 31, 2023
INVENOMIC CAPITAL MANAGEMENT LP0.04%0.25%261,802261,802100.00%4,492,522,000Mar 31, 2023
CX INSTITUTIONAL0.03%0.20%224,325224,325100.00%3,849,407,000Mar 31, 2023
YARRA SQUARE PARTNERS LP0.03%4.25%201,758201,758100.00%3,462,167,000Mar 31, 2023
LIFEWORKS ADVISORS, LLC0.02%1.12%137,614137,614100.00%2,361,456,000Mar 31, 2023
WESTERN STANDARD LLC0.02%2.24%128,513128,513100.00%2,205,283,000Mar 31, 2023
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.02%0.19%119,648119,648100.00%2,053,000Mar 31, 2023
HRT FINANCIAL LP0.02%0.02%114,620114,620100.00%1,966,000Mar 31, 2023
QUANTBOT TECHNOLOGIES LP0.02%0.13%106,256106,256100.00%1,823,353,000Mar 31, 2023
ING GROEP NV0.01%0.02%97,36397,363100.00%1,670,749,000Mar 31, 2023
EDGESTREAM PARTNERS, L.P.0.01%0.15%77,04677,046100.00%1,322,109,000Mar 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.01%74,30074,300100.00%1,274,988,000Mar 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.01%73,90073,900100.00%1,268,124,000Mar 31, 2023
Y.D. MORE INVESTMENTS LTD0.01%0.25%65,18465,184100.00%1,118,557,000Mar 31, 2023
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC.0.01%0.03%61,80261,802100.00%1,061,000Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.0.01%0.01%61,30061,300100.00%1,051,908,000Mar 31, 2023
SHELTON CAPITAL MANAGEMENT0.01%0.04%54,31554,315100.00%932,045,000Mar 31, 2023
Y-INTERCEPT (HONG KONG) LTD0.01%0.10%51,48851,488100.00%883,534,000Mar 31, 2023
BLUESHIFT ASSET MANAGEMENT, LLC0.01%0.36%50,77950,779100.00%871,368,000Mar 31, 2023
GRAHAM CAPITAL MANAGEMENT, L.P.0.01%0.03%50,26750,267100.00%862,581,000Mar 31, 2023
WALLEYE CAPITAL LLC0.01%0.01%46,10046,100100.00%791,076,000Mar 31, 2023
SAN LUIS WEALTH ADVISORS LLC0.01%0.30%44,85644,856100.00%770,000Mar 31, 2023
ECHO STREET CAPITAL MANAGEMENT LLC0.01%0.01%42,36542,365100.00%726,983,000Mar 31, 2023
VIRTUS ETF ADVISERS LLC0.01%0.37%38,90638,906100.00%667,627,000Mar 31, 2023
CHIMERA CAPITAL MANAGEMENT LLC0.01%0.32%38,78738,787100.00%665,585,000Mar 31, 2023
CREDIT CAPITAL INVESTMENTS LLC0.01%0.80%35,91435,914100.00%616,284,000Mar 31, 2023
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP0.00%0.01%30,21030,210100.00%518,404,000Mar 31, 2023
ALETHEA CAPITAL MANAGEMENT, LLC0.00%0.55%30,09530,095100.00%516,430,000Mar 31, 2023
WOLVERINE TRADING, LLC0.00%0.00%29,30029,300100.00%492,000Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.0.00%0.00%26,60026,600100.00%456,456,000Mar 31, 2023
ONTARIO TEACHERS PENSION PLAN BOARD0.00%0.00%25,89225,892100.00%444,307,000,000Mar 31, 2023
VIRTU FINANCIAL LLC0.00%0.05%25,46025,460100.00%437,000Mar 31, 2023
WALLEYE CAPITAL LLC0.00%0.01%23,90023,900100.00%410,124,000Mar 31, 2023
LEGACY CAPITAL GROUP CALIFORNIA, INC.0.00%0.18%21,98121,981100.00%377,194,000Mar 31, 2023
ATOM INVESTORS LP0.00%0.20%21,86021,860100.00%375,118,000Mar 31, 2023
BOOTHBAY FUND MANAGEMENT, LLC0.00%0.01%21,81621,816100.00%374,363,000Mar 31, 2023
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.00%0.00%21,70121,701100.00%372,389,000Mar 31, 2023
NEBULA RESEARCH & DEVELOPMENT LLC0.00%0.57%18,68618,686100.00%320,652,000Mar 31, 2023
OAK THISTLE LLC0.00%0.18%18,07118,071100.00%310,098,000Mar 31, 2023
GALLACHER CAPITAL MANAGEMENT LLC0.00%0.17%16,39316,393100.00%281,309,000Mar 31, 2023
KULA INVESTMENTS, LLC0.00%0.07%15,92015,920100.00%273,187,000Mar 31, 2023
NINEPOINTTWO CAPITAL LLC0.00%0.10%15,45215,452100.00%265,000Mar 31, 2023
SHERBROOKE PARK ADVISERS LLC0.00%0.39%15,00015,000100.00%257,400,000Mar 31, 2023
TEZA CAPITAL MANAGEMENT LLC0.00%0.03%14,26314,263100.00%244,753,000Mar 31, 2023
CAMPBELL & CO INVESTMENT ADVISER LLC0.00%0.04%13,96513,965100.00%239,639,000Mar 31, 2023
WALLEYE CAPITAL LLC0.00%0.00%12,91612,916100.00%221,639,000Mar 31, 2023
AM SQUARED LTD0.00%0.15%10,90010,900100.00%187,044,000Mar 31, 2023
EPG WEALTH MANAGEMENT LLC0.00%0.06%10,36710,367100.00%177,897,000Mar 31, 2023
MILLENNIUM MANAGEMENT LLC0.00%0.00%10,00010,000100.00%172,000Mar 31, 2023
RIDGEWOOD INVESTMENTS LLC0.00%0.08%7,9097,909100.00%135,712,000Mar 31, 2023
WEALTHPLAN PARTNERS, LLC0.00%0.01%3,3623,362100.00%57,691,000Mar 31, 2023
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC0.00%0.01%2,0662,066100.00%35,000Mar 31, 2023
GLOBAL WEALTH STRATEGIES & ASSOCIATES0.00%0.02%1,9171,917100.00%32,896,000Mar 31, 2023
AMERITAS ADVISORY SERVICES, LLC0.00%0.00%579579100.00%10,040,000Mar 31, 2023
QUILTER PLC0.00%0.00%452452100.00%448,836,000Mar 31, 2023
GROVE BANK & TRUST-0.00%101101100.00%1,733,000Mar 31, 2023
LEE FINANCIAL CO-0.00%9191100.00%1,562,000Mar 31, 2023
CLOSE ASSET MANAGEMENT LTD--6464100.00%1,000Mar 31, 2023
STRATEGIC INVESTMENT SOLUTIONS, INC. /IL-0.00%3232100.00%545,000Mar 31, 2023
CENTERPOINT ADVISORS, LLC-0.00%3232100.00%1,000Mar 31, 2023
HEXAGON CAPITAL PARTNERS LLC-0.00%2727100.00%463,000Mar 31, 2023

Gen Digital's largest new institutional shareholder by number of shares is CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD., purchased 788.14K shares, valued at $13.52B, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KBC GROUP NV----2,642,612-100.00%-Mar 31, 2023
AUSTRALIANSUPER PTY LTD----1,672,497-100.00%-Mar 31, 2023
TOTEM POINT MANAGEMENT, LLC----636,976-100.00%-Mar 31, 2023
CAPITAL WORLD INVESTORS----502,750-100.00%-Mar 31, 2023
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC----401,988-100.00%-Mar 31, 2023
ATWOOD & PALMER INC----395,790-100.00%-Mar 31, 2023
TWO SIGMA INVESTMENTS, LP----380,530-100.00%-Mar 31, 2023
STRATEGIC GLOBAL ADVISORS, LLC----287,455-100.00%-Mar 31, 2023
ARTEMIS INVESTMENT MANAGEMENT LLP----187,065-100.00%-Mar 31, 2023
JACOBS LEVY EQUITY MANAGEMENT, INC----149,697-100.00%-Mar 31, 2023
WOODLINE PARTNERS LP----133,531-100.00%-Mar 31, 2023
DONOGHUE FORLINES LLC----101,437-100.00%-Mar 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.----90,000-100.00%-Mar 31, 2023
WEALTHFRONT ADVISERS LLC----74,827-100.00%-Mar 31, 2023
QUANTINNO CAPITAL MANAGEMENT LP----68,213-100.00%-Mar 31, 2023
BOKF, NA----49,283-100.00%-Mar 31, 2023
SIMPLEX TRADING, LLC----39,963-100.00%-Mar 31, 2023
PORTMAN SQUARE CAPITAL LLP----38,400-100.00%-Mar 31, 2023
PORTMAN SQUARE CAPITAL LLP----36,100-100.00%-Mar 31, 2023
PORTMAN SQUARE CAPITAL LLP----36,100-100.00%-Mar 31, 2023
WEIL COMPANY, INC.----35,813-100.00%-Mar 31, 2023
MIROVA----29,275-100.00%-Mar 31, 2023
INCEPTIONR LLC----24,887-100.00%-Mar 31, 2023
ALLSTATE CORP----24,786-100.00%-Mar 31, 2023
TRUST INVESTMENT ADVISORS----24,311-100.00%-Mar 31, 2023
JEFFERIES FINANCIAL GROUP INC.----23,039-100.00%-Mar 31, 2023
QTRON INVESTMENTS LLC----22,629-100.00%-Mar 31, 2023
POINT72 MIDDLE EAST FZE----20,923-100.00%-Mar 31, 2023
CSS LLC/IL----20,553-100.00%-Mar 31, 2023
PEARL RIVER CAPITAL, LLC----19,890-100.00%-Mar 31, 2023
SQUAREPOINT OPS LLC----19,305-100.00%-Mar 31, 2023
PATHSTONE FAMILY OFFICE, LLC----15,566-100.00%-Mar 31, 2023
MARSHALL WACE, LLP----14,787-100.00%-Mar 31, 2023
FORT, L.P.----14,778-100.00%-Mar 31, 2023
ADVISOR PARTNERS II, LLC----14,245-100.00%-Mar 31, 2023
AMERICAN NATIONAL BANK----13,168-100.00%-Mar 31, 2023
VERITION FUND MANAGEMENT LLC----12,400-100.00%-Mar 31, 2023
KESTRA ADVISORY SERVICES, LLC----11,986-100.00%-Mar 31, 2023
CENTIVA CAPITAL, LP----11,013-100.00%-Mar 31, 2023
BLAIR WILLIAM & CO/IL----10,276-100.00%-Mar 31, 2023
FINANCIAL ARCHITECTS, INC----10,217-100.00%-Mar 31, 2023
PARK AVENUE SECURITIES LLC----10,110-100.00%-Mar 31, 2023
CETERA ADVISOR NETWORKS LLC----9,968-100.00%-Mar 31, 2023
FOYSTON, GORDON, & PAYNE INC----9,805-100.00%-Mar 31, 2023
NCM CAPITAL MANAGEMENT, LLC----9,800-100.00%-Mar 31, 2023
AE WEALTH MANAGEMENT LLC----9,449-100.00%-Mar 31, 2023
MEEDER ASSET MANAGEMENT INC----8,850-100.00%-Mar 31, 2023
WALLEYE TRADING LLC----7,712-100.00%-Mar 31, 2023
WAHED INVEST LLC----7,208-100.00%-Mar 31, 2023
CUTLER GROUP LLC / CA----6,300-100.00%-Mar 31, 2023
FORTIS ADVISORS, LLC----3,735-100.00%-Mar 31, 2023
DUPONT CAPITAL MANAGEMENT CORP----2,325-100.00%-Mar 31, 2023
MONEY CONCEPTS CAPITAL CORP----1,603-100.00%-Mar 31, 2023
COPPELL ADVISORY SOLUTIONS LLC----1,319-100.00%-Mar 31, 2023
COPPELL ADVISORY SOLUTIONS CORP.----1,319-100.00%-Mar 31, 2023
KEY FINANCIAL INC----991-100.00%-Mar 31, 2023
ACCURATE WEALTH MANAGEMENT, LLC----500-100.00%-Mar 31, 2023
DISTILLATE CAPITAL PARTNERS LLC----483-100.00%-Mar 31, 2023
CUTLER GROUP LLC / CA----400-100.00%-Mar 31, 2023
DELTA ASSET MANAGEMENT LLC/TN----246-100.00%-Mar 31, 2023
DARK FOREST CAPITAL MANAGEMENT LP----164-100.00%-Mar 31, 2023
U.S. CAPITAL WEALTH ADVISORS, LLC----158-100.00%-Mar 31, 2023
GOODWIN INVESTMENT ADVISORY----133-100.00%-Mar 31, 2023
MY PERSONAL CFO, LLC----105-100.00%-Mar 31, 2023
KB FINANCIAL PARTNERS, LLC----64-100.00%-Mar 31, 2023
EWG ELEVATE INC.----58-100.00%-Mar 31, 2023
RIGGS ASSET MANAGMENT CO. INC.----47-100.00%-Mar 31, 2023
MOISAND FITZGERALD TAMAYO, LLC----31-100.00%-Mar 31, 2023
BERGANKDV WEALTH MANAGEMENT, LLC----13-100.00%-Mar 31, 2023
HARBOR INVESTMENT ADVISORY, LLC----8-100.00%-Mar 31, 2023

Gen Digital's largest sold out institutional shareholder by shares sold is KBC GROUP NV, sold -2.64M shares, valued at -, as of undefined.

Gen Digital Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
ASYMmetric ETFs Trust5.22%17,404-7,948-31.35%Sep 30, 2023
BNY MELLON HIGH YIELD STRATEGIES FUND0.41%1,110,000--Mar 31, 2024
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc.0.17%250,000--Mar 31, 2024
Absolute Shares Trust0.10%28,311--Dec 31, 2023
JANUS INVESTMENT FUND0.02%7,181,000--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.02%2,325,000--Dec 31, 2023
GABELLI ASSET FUND0.01%4,800--Dec 29, 2023
AMERICAN CENTURY INVESTMENT TRUST0.01%1,575,000--Dec 31, 2023
BNY Mellon Investment Funds III0.01%2,510,000--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%45,421--Dec 31, 2023
PAX WORLD FUNDS SERIES TRUST I0.00%59,356--Dec 31, 2023
EMPOWER FUNDS, INC.0.00%555,000--Dec 31, 2023
TOUCHSTONE STRATEGIC TRUST0.00%14,988--Dec 31, 2023
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%360,000--Dec 31, 2023
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%340,000--Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.00%14,000--Feb 29, 2024
AMERICAN CENTURY ETF TRUST0.00%14,000--Feb 29, 2024
John Hancock Funds II0.00%1,705,566-423,575-19.89%Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%220,000--Dec 31, 2023
NORTHERN FUNDS0.00%75,000--Dec 29, 2023
FIRST TRUST EXCHANGE-TRADED FUND III0.00%210,164--Jan 31, 2024
NORTHERN FUNDS0.00%50,000--Dec 29, 2023
John Hancock Funds II0.00%410,000--Feb 29, 2024
Pacer Funds Trust0.00%576--Jan 31, 2024
EMPOWER FUNDS, INC.0.00%10,000--Dec 31, 2023
John Hancock Funds II0.00%4,000--Feb 29, 2024
Morningstar Funds Trust0.00%220,000--Jan 31, 2024

Gen Digital's largest mutual fund holder by % of total assets is "ASYMmetric ETFs Trust", owning 17.40K shares, compromising 5.22% of its total assets.

Gen Digital Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 23510-3.41%
31 Dec, 225285766.67%
30 Sep, 22980.00%
30 Jun, 225-16.67%
31 Mar, 226-
31 Dec, 21620.00%
30 Sep, 215-16.67%
30 Jun, 21620.00%
31 Mar, 215-
31 Dec, 20525.00%
30 Sep, 204-
30 Jun, 20433.33%
31 Mar, 203-
31 Dec, 193-

As of 31 Mar 23, 510 institutions are holding Gen Digital's shares, representing a decrease of -3.41% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 23520,234,933-1.23%
31 Dec, 22526,692,9585051.90%
30 Sep, 2210,223,2692560.54%
30 Jun, 22384,255-91.64%
31 Mar, 224,597,674994.94%
31 Dec, 21419,901-19.62%
30 Sep, 21522,372-67.09%
30 Jun, 211,587,198-13.56%
31 Mar, 211,836,238-22.12%
31 Dec, 202,357,668758.61%
30 Sep, 20274,5913.77%
30 Jun, 20264,61213.36%
31 Mar, 20233,435-2.17%
31 Dec, 19238,615-

Gen Digital (GEN) has 520.23M shares outstanding as of 31 Mar 23, down -1.23% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2379.91%-1.23%
31 Dec, 2280.91%4679.94%
30 Sep, 221.69%2504.00%
30 Jun, 220.07%-91.64%
31 Mar, 220.78%995.63%
31 Dec, 210.07%-19.57%
30 Sep, 210.09%-66.58%
30 Jun, 210.26%-13.98%
31 Mar, 210.31%-21.74%
31 Dec, 200.39%778.97%
30 Sep, 200.04%8.74%
30 Jun, 200.04%14.13%
31 Mar, 200.04%-2.70%
31 Dec, 190.04%-

As of 31 Mar 23, Gen Digital is held by 79.91% institutional shareholders, representing a -1.23% negative growth compared to 31 Dec 22.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 23178-60.62%
31 Dec, 224527433.33%
30 Sep, 226500.00%
30 Jun, 221-50.00%
31 Mar, 222-
31 Dec, 21--100.00%
30 Sep, 211-
30 Jun, 21--100.00%
31 Mar, 211-66.67%
31 Dec, 203-
30 Sep, 20350.00%
30 Jun, 202100.00%
31 Mar, 201-
31 Dec, 19--

178 institutional shareholders have increased their position in GEN stock as of 31 Mar 23 compared to 452 in the previous quarter (a -60.62% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 231993880.00%
31 Dec, 225-
30 Sep, 22--100.00%
30 Jun, 22433.33%
31 Mar, 223-40.00%
31 Dec, 21525.00%
30 Sep, 214-20.00%
30 Jun, 21525.00%
31 Mar, 214100.00%
31 Dec, 202-
30 Sep, 20--100.00%
30 Jun, 202-
31 Mar, 202-
31 Dec, 19--

199 institutional shareholders have reduced their position in GEN stock as of 31 Mar 23 compared to 5 in the previous quarter (a 3880.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 23510-3.41%520,234,933-1.23%79.91%-1.23%178-60.62%1993880.00%
31 Dec, 225285766.67%526,692,9585051.90%80.91%4679.94%4527433.33%5-
30 Sep, 22980.00%10,223,2692560.54%1.69%2504.00%6500.00%--100.00%
30 Jun, 225-16.67%384,255-91.64%0.07%-91.64%1-50.00%433.33%
31 Mar, 226-4,597,674994.94%0.78%995.63%2-3-40.00%
31 Dec, 21620.00%419,901-19.62%0.07%-19.57%--100.00%525.00%
30 Sep, 215-16.67%522,372-67.09%0.09%-66.58%1-4-20.00%
30 Jun, 21620.00%1,587,198-13.56%0.26%-13.98%--100.00%525.00%
31 Mar, 215-1,836,238-22.12%0.31%-21.74%1-66.67%4100.00%
31 Dec, 20525.00%2,357,668758.61%0.39%778.97%3-2-
30 Sep, 204-274,5913.77%0.04%8.74%350.00%--100.00%
30 Jun, 20433.33%264,61213.36%0.04%14.13%2100.00%2-
31 Mar, 203-233,435-2.17%0.04%-2.70%1-2-
31 Dec, 193-238,615-0.04%-----

Gen Digital Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024Feld Peter Adirector-S-SaleSell664,150$24.44$16.23M303,118
May 16, 2024Feld Peter Adirector-S-SaleSell85,850$24.44$2.10M39,182
May 16, 2024Feld Peter Adirector-S-SaleSell303,118$24.89$7.54M-
May 16, 2024DERSE NATALIE MARIEofficer CFOS-SaleSell169,535$24.31$4.12M333,668

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024Feld Peter Adirector-S-SaleSell664,150$24.44$16.23M303,118
May 16, 2024Feld Peter Adirector-S-SaleSell85,850$24.44$2.10M39,182
May 16, 2024Feld Peter Adirector-S-SaleSell303,118$24.89$7.54M-
May 16, 2024DERSE NATALIE MARIEofficer CFOS-SaleSell169,535$24.31$4.12M333,668
May 10, 2024KO BRYAN SEUKofficer CLO & Head Corp AffF-InKindSell71,137$20.02$1.42M476,925
May 10, 2024KO BRYAN SEUKofficer CLO & Head Corp AffM-ExemptSell143,478---
May 10, 2024Pilette Vincentdirector, officer CEOF-InKindSell231,197$20.02$4.63M1,623,447
May 10, 2024Pilette Vincentdirector, officer CEOM-ExemptSell466,309---
May 10, 2024DERSE NATALIE MARIEofficer CFOF-InKindSell71,137$20.02$1.42M408,371
May 10, 2024DERSE NATALIE MARIEofficer CFOM-ExemptSell143,478---
May 03, 2024DERSE NATALIE MARIEofficer CFOF-InKindSell24,710$19.95$492.96K336,030

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024Feld Peter Adirector-S-SaleSell664,150$24.44$16.23M303,118
May 16, 2024Feld Peter Adirector-S-SaleSell85,850$24.44$2.10M39,182
May 16, 2024Feld Peter Adirector-S-SaleSell303,118$24.89$7.54M-
May 16, 2024DERSE NATALIE MARIEofficer CFOS-SaleSell169,535$24.31$4.12M333,668
May 14, 2024Pilette Vincentdirector, officer CEOA-AwardBuy275,012--1,898,459
May 14, 2024KO BRYAN SEUKofficer CLO & Head Corp AffA-AwardBuy75,865--552,790
May 14, 2024DERSE NATALIE MARIEofficer CFOA-AwardBuy94,832--503,203
May 10, 2024KO BRYAN SEUKofficer CLO & Head Corp AffM-ExemptBuy143,478$20.02$2.87M548,062
May 10, 2024KO BRYAN SEUKofficer CLO & Head Corp AffF-InKindSell71,137$20.02$1.42M476,925
May 10, 2024KO BRYAN SEUKofficer CLO & Head Corp AffA-AwardBuy143,478--143,478
May 10, 2024KO BRYAN SEUKofficer CLO & Head Corp AffM-ExemptSell143,478---
May 10, 2024Pilette Vincentdirector, officer CEOM-ExemptBuy466,309$20.02$9.34M1,854,644
May 10, 2024Pilette Vincentdirector, officer CEOF-InKindSell231,197$20.02$4.63M1,623,447
May 10, 2024Pilette Vincentdirector, officer CEOA-AwardBuy466,309--466,309
May 10, 2024Pilette Vincentdirector, officer CEOM-ExemptSell466,309---
May 10, 2024DERSE NATALIE MARIEofficer CFOM-ExemptBuy143,478$20.02$2.87M479,508
May 10, 2024DERSE NATALIE MARIEofficer CFOF-InKindSell71,137$20.02$1.42M408,371
May 10, 2024DERSE NATALIE MARIEofficer CFOA-AwardBuy143,478--143,478
May 10, 2024DERSE NATALIE MARIEofficer CFOM-ExemptSell143,478---
May 03, 2024DERSE NATALIE MARIEofficer CFOF-InKindSell24,710$19.95$492.96K336,030

The last insider sell of Gen Digital's stock was made by Feld Peter A on May 16 2024, selling 664,150 shares at $24.44 per share (valued at $16.23M).

Gen Digital Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202491369.23%
Q1 202421200.00%
Q4 2023-2-
Q3 2023144350.00%
Q2 2023111291.67%
Q1 2023-1-
Q3 20223421700.00%
Q2 2021-6-
Q1 2021---
Q4 202011100.00%
Q2 20201210120.00%
Q2 2019131586.67%
Q1 20191333.33%
Q4 2018-47-
Q3 20181442.27%
Q2 20181410140.00%
Q3 2017-21-
Q2 2017156622.73%
Q1 2017-3-
Q3 20163475.00%

9 total buy trades, and 13 total sell trades (buy/sell ratio of 0.69%) were made by Gen Digital's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-4-
Q1 2024-1-
Q4 2023---
Q3 2023---
Q2 20231--
Q1 2023-1-
Q3 20221--
Q2 2021---
Q1 2021---
Q4 2020---
Q2 2020-10-
Q2 2019-15-
Q1 2019---
Q4 2018-43-
Q3 2018-43-
Q2 2018-10-
Q3 2017-21-
Q2 2017-64-
Q1 2017---
Q3 2016-1-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 4 open market sell trades of Gen Digital's stocks.

Gen Digital Peer Ownership


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AKAMAkamai Technologies, Inc.
QLYSQualys, Inc.
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CHKPCheck Point Software Technologies Ltd.
GBGlobal Blue Group Holding AG
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EVCMEverCommerce Inc.
VRSNVeriSign, Inc.

GEN Ownership FAQ


Gen Digital is owned by institutional shareholders (79.91%), insiders (9.08%), and public (11.00%). The largest institutional shareholder of Gen Digital is VANGUARD GROUP INC (10.44% of total shares) and the top mutual fund owner is ASYMmetric ETFs Trust (5.22% of total shares).

Gen Digital's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, FMR LLC, and ALLIANCEBERNSTEIN L.P.. The top five shareholders own together 32.28% of the company's share outstanding.

As of Mar 2023, there are 510 institutional shareholders of Gen Digital.

VANGUARD GROUP INC owns 67.93M shares of Gen Digital, representing 10.44% of the company's total shares outstanding, valued at $1.17T (as of Mar 2023).

As of Mar 2023, BLACKROCK INC holds 61.73M shares of Gen Digital (GEN), compromising 9.48% of the company, valued at $1.06T.

STATE STREET CORP is the third largest holder of Gen Digital. The company owns 29.47M of the company's shares outstanding (worth $505.7B).