Gen Digital Ownership 2024 | Who Owns Gen Digital Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

82.17%

Insider Ownership

9.26%

Retail Ownership

8.57%

Institutional Holders

562.00

Gen Digital Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC10.46%0.03%66,609,356-616,372-0.92%1,663,901,712Jun 30, 2024
BLACKROCK INC.8.46%0.03%53,894,199-6,010,750-10.03%1,346,277,084Jun 30, 2024
FMR LLC6.81%0.07%43,352,953-74,024-0.17%1,082,956,760Jun 30, 2024
STATE STREET CORP4.33%0.03%27,560,952-1,517,176-5.22%688,472,581,000Jun 30, 2024
AMERIPRISE FINANCIAL INC3.40%0.15%21,685,8471,513,5707.50%541,751,865Jun 30, 2024
STARBOARD VALUE LP2.75%10.19%17,516,604-1,092,300-5.87%437,564,768Jun 30, 2024
PACER ADVISORS, INC.2.61%0.94%16,631,09716,548,10019938.19%415,444,803Jun 30, 2024
BEUTEL, GOODMAN & CO LTD.2.61%2.21%16,617,593848,7855.38%415,107,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.20%0.03%14,019,160200,1801.45%349,321,714Jun 30, 2024
FIRST TRUST ADVISORS LP1.98%0.32%12,606,290285,9122.32%314,905,147Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.94%0.11%12,381,328-5,070,220-29.05%309,285,573Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.69%0.08%10,760,030-775,655-6.72%268,785,549Jun 30, 2024
LEGAL & GENERAL GROUP PLC1.66%0.06%10,604,89818,3620.17%264,910,252Jun 30, 2024
INVESCO LTD.1.57%0.05%10,001,562-1,113,632-10.02%249,839,019Jun 30, 2024
FRANKLIN RESOURCES INC1.53%0.07%9,738,791-96,948-0.99%243,274,999Jun 30, 2024
BOSTON PARTNERS1.41%0.28%9,013,168-6,058,071-40.20%225,159,879Jun 30, 2024
LYRICAL ASSET MANAGEMENT LP1.39%3.55%8,850,093-129,379-1.44%221,075,323Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.23%0.02%7,813,57914,6610.19%195,184,000Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC1.16%0.05%7,410,2623,667,50897.99%185,108,347Jun 30, 2024
LSV ASSET MANAGEMENT1.16%0.40%7,368,0112,389,89348.01%184,053,000Jun 30, 2024

Gen Digital's largest institutional shareholder is VANGUARD GROUP INC, holding 10.46% of the company's total share outstanding, currently valued at $1.66B. The top 10 institutional shareholders own together 45.60% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STARBOARD VALUE LP2.75%10.19%17,516,604-1,092,300-5.87%437,564,768Jun 30, 2024
PERTENTO PARTNERS LLP0.45%7.22%2,860,489772,91437.02%71,455,015Jun 30, 2024
PARK WEST ASSET MANAGEMENT LLC0.47%5.52%3,019,998-1,362,000-31.08%75,439,550Jun 30, 2024
YARRA SQUARE PARTNERS LP0.03%4.51%200,008-144,500-41.94%4,996,200Jun 30, 2024
LYRICAL ASSET MANAGEMENT LP1.39%3.55%8,850,093-129,379-1.44%221,075,323Jun 30, 2024
PERMIT CAPITAL, LLC0.05%3.05%325,000325,000100.00%8,118,500Jun 30, 2024
TRIODOS INVESTMENT MANAGEMENT BV0.22%3.03%1,388,038215,40018.37%34,673,189Jun 30, 2024
UNIGESTION HOLDING SA0.33%2.67%2,128,411242,20712.84%48,549,055Jun 30, 2024
IRIDIAN ASSET MANAGEMENT LLC/CT0.07%2.65%470,612-101,079-17.68%11,755,888Jun 30, 2024
WESTERN STANDARD LLC0.02%2.62%101,200--2,527,976Jun 30, 2024
BEUTEL, GOODMAN & CO LTD.2.61%2.21%16,617,593848,7855.38%415,107,000Jun 30, 2024
WINTON GROUP LTD0.11%1.16%684,659684,659100.00%17,102,782Jun 30, 2024
MARTIN & CO INC /TN/0.03%1.03%164,491-2,984-1.78%4,108,979Jun 30, 2024
ALAN B. LANCZ & ASSOCIATES, INC.0.01%0.95%38,60038,600100.00%964,228Jun 30, 2024
PACER ADVISORS, INC.2.61%0.94%16,631,09716,548,10019938.19%415,444,803Jun 30, 2024
LONG ROAD INVESTMENT COUNSEL, LLC0.01%0.82%75,475--1,885,000Jun 30, 2024
LECAP ASSET MANAGEMENT LTD0.02%0.81%150,564150,564100.00%3,761,089Jun 30, 2024
PENSERRA CAPITAL MANAGEMENT LLC0.39%0.79%2,485,361-645,855-20.63%62,084,000Jun 30, 2024
DONOGHUE FORLINES LLC0.02%0.68%96,33067,021228.67%2,406,323Jun 30, 2024
IQ EQ FUND MANAGEMENT (IRELAND) LTD0.04%0.68%237,636-34,045-12.53%5,936,147Jun 30, 2024

The largest Gen Digital shareholder by % of total assets is STARBOARD VALUE LP. The company owns 17.52M shares of Gen Digital (GEN), representing 10.19% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PACER ADVISORS, INC.2.61%0.94%16,631,09716,548,10019938.19%415,444,803Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC1.16%0.05%7,410,2623,667,50897.99%185,108,347Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.61%0.04%3,872,3813,586,5901254.97%96,732,077Jun 30, 2024
LSV ASSET MANAGEMENT1.16%0.40%7,368,0112,389,89348.01%184,053,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.31%0.12%1,997,5001,997,500100.00%49,895,173Jun 30, 2024
AMERIPRISE FINANCIAL INC3.40%0.15%21,685,8471,513,5707.50%541,751,865Jun 30, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC0.18%0.26%1,139,0311,139,031100.00%28,452,994Jun 30, 2024
NATIONAL PENSION SERVICE0.18%0.03%1,121,8061,119,34845538.97%28,022,714Jun 30, 2024
NORGES BANK0.17%0.00%1,058,7471,058,747100.00%26,447,500Jun 30, 2024
GOLDMAN SACHS GROUP INC0.34%0.01%2,138,9701,043,00795.17%53,431,472Jun 30, 2024
JPMORGAN CHASE & CO0.48%0.01%3,080,826933,44343.47%76,959,039Jun 30, 2024
BEUTEL, GOODMAN & CO LTD.2.61%2.21%16,617,593848,7855.38%415,107,000Jun 30, 2024
NORTHERN TRUST CORP0.97%0.03%6,150,412817,35715.33%153,637,293,000Jun 30, 2024
PERTENTO PARTNERS LLP0.45%7.22%2,860,489772,91437.02%71,455,015Jun 30, 2024
WINTON GROUP LTD0.11%1.16%684,659684,659100.00%17,102,782Jun 30, 2024
ACHMEA INVESTMENT MANAGEMENT B.V.0.18%0.51%1,135,557562,97598.32%28,366,000Jun 30, 2024
BROWN ADVISORY INC0.50%0.10%3,198,878533,74220.03%79,907,979Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.08%0.01%512,201512,201100.00%12,795,000Jun 30, 2024
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH0.07%0.38%457,318457,318100.00%11,423,804Jun 30, 2024
TREXQUANT INVESTMENT LP0.07%0.17%446,346446,346100.00%11,149,723Jun 30, 2024

As of Jun 30 2024, Gen Digital's largest institutional buyer is PACER ADVISORS, INC.. The company purchased 16.55M stocks of GEN, valued at $415.44M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BOSTON PARTNERS1.41%0.28%9,013,168-6,058,071-40.20%225,159,879Jun 30, 2024
BLACKROCK INC.8.46%0.03%53,894,199-6,010,750-10.03%1,346,277,084Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.94%0.11%12,381,328-5,070,220-29.05%309,285,573Jun 30, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.17%0.02%1,076,811-2,336,337-68.45%26,898,813Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.01%0.01%59,422-2,004,471-97.12%1,462,970Jun 30, 2024
STATE STREET CORP4.33%0.03%27,560,952-1,517,176-5.22%688,472,581,000Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.01%0.00%40,556-1,400,035-97.18%1,013,089Jun 30, 2024
PARK WEST ASSET MANAGEMENT LLC0.47%5.52%3,019,998-1,362,000-31.08%75,439,550Jun 30, 2024
PETRUS TRUST COMPANY, LTA----1,211,416-100.00%-Jun 30, 2024
INVESCO LTD.1.57%0.05%10,001,562-1,113,632-10.02%249,839,019Jun 30, 2024
STARBOARD VALUE LP2.75%10.19%17,516,604-1,092,300-5.87%437,564,768Jun 30, 2024
VONTOBEL HOLDING LTD.0.00%0.00%18,293-849,622-97.89%456,959Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.69%0.08%10,760,030-775,655-6.72%268,785,549Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.0.08%0.02%478,517-771,200-61.71%11,953,355Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP0.27%0.45%1,700,000-650,760-27.68%42,466,000Jun 30, 2024
PENSERRA CAPITAL MANAGEMENT LLC0.39%0.79%2,485,361-645,855-20.63%62,084,000Jun 30, 2024
VANGUARD GROUP INC10.46%0.03%66,609,356-616,372-0.92%1,663,901,712Jun 30, 2024
PHILOSOPHY CAPITAL MANAGEMENT LLC----574,500-100.00%-Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP0.07%0.06%477,982-478,571-50.03%11,939,990Jun 30, 2024
AMUNDI0.40%0.02%2,552,432-463,915-15.38%63,274,980Jun 30, 2024

As of Jun 30 2024, Gen Digital's biggest institutional seller is BOSTON PARTNERS. The company sold -6.06M shares of GEN, valued at $225.16M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.31%0.12%1,997,5001,997,500100.00%49,895,173Jun 30, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC0.18%0.26%1,139,0311,139,031100.00%28,452,994Jun 30, 2024
NORGES BANK0.17%0.00%1,058,7471,058,747100.00%26,447,500Jun 30, 2024
WINTON GROUP LTD0.11%1.16%684,659684,659100.00%17,102,782Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.08%0.01%512,201512,201100.00%12,795,000Jun 30, 2024
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH0.07%0.38%457,318457,318100.00%11,423,804Jun 30, 2024
TREXQUANT INVESTMENT LP0.07%0.17%446,346446,346100.00%11,149,723Jun 30, 2024
PERMIT CAPITAL, LLC0.05%3.05%325,000325,000100.00%8,118,500Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.05%0.08%293,373293,373100.00%7,328,000Jun 30, 2024
0.03%0.14%193,580193,580100.00%4,835,579Jun 30, 2024
VINVA INVESTMENT MANAGEMENT LTD0.03%0.23%186,074186,074100.00%4,581,142Jun 30, 2024
FIL LTD0.03%0.00%172,534172,534100.00%4,309,899Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.03%0.01%163,685163,685100.00%4,088,851Jun 30, 2024
WEDGE CAPITAL MANAGEMENT L L P/NC0.02%0.07%151,013151,013100.00%3,772,305Jun 30, 2024
LECAP ASSET MANAGEMENT LTD0.02%0.81%150,564150,564100.00%3,761,089Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.02%0.02%140,875140,875100.00%3,519,058Jun 30, 2024
RAILWAY PENSION INVESTMENTS LTD0.02%0.03%115,200115,200100.00%2,877,696Jun 30, 2024
TWIN TREE MANAGEMENT, LP0.02%0.01%113,500113,500100.00%2,835,230Jun 30, 2024
ONTARIO TEACHERS PENSION PLAN BOARD0.02%0.02%107,882107,882100.00%2,694,892Jun 30, 2024
TWIN TREE MANAGEMENT, LP0.01%0.01%91,10091,100100.00%2,275,678Jun 30, 2024
STEEL PEAK WEALTH MANAGEMENT LLC0.01%0.10%85,70685,706100.00%2,140,936Jun 30, 2024
J. SAFRA SARASIN HOLDING AG0.01%0.03%63,27463,274100.00%1,580,584Jun 30, 2024
FCF ADVISORS LLC0.01%0.31%49,93249,932100.00%1,247,301Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.01%0.03%43,26643,266100.00%1,080,785Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.01%0.02%42,89542,895100.00%1,071,517Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%0.02%42,48642,486100.00%1,061,300Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP0.01%0.08%42,04242,042100.00%1,050,209Jun 30, 2024
ALAN B. LANCZ & ASSOCIATES, INC.0.01%0.95%38,60038,600100.00%964,228Jun 30, 2024
GOLDMAN SACHS GROUP INC0.01%0.00%37,50037,500100.00%936,750Jun 30, 2024
HB WEALTH MANAGEMENT, LLC0.01%0.01%31,70631,706100.00%792,016Jun 30, 2024
M&G PLC0.01%0.00%31,54231,542100.00%788,550Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC0.00%0.00%31,33631,336100.00%781,000Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.00%0.00%26,30426,304100.00%657,074Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP0.00%0.05%26,01226,012100.00%649,780Jun 30, 2024
BANCO SANTANDER, S.A.0.00%0.01%22,45022,450100.00%560,801Jun 30, 2024
IA GLOBAL ASSET MANAGEMENT INC.0.00%0.01%21,62821,628100.00%540,000Jun 30, 2024
DAKOTA WEALTH MANAGEMENT0.00%0.01%21,41221,412100.00%534,873Jun 30, 2024
OMERS ADMINISTRATION CORP0.00%0.00%20,03120,031100.00%500,374Jun 30, 2024
BANK OF MONTREAL /CAN/0.00%0.00%20,00020,000100.00%499,800Jun 30, 2024
QUANTITATIVE INVESTMENT MANAGEMENT, LLC0.00%0.05%19,88819,888100.00%496,000Jun 30, 2024
ADVISORSHARES INVESTMENTS LLC0.00%0.08%19,33019,330100.00%481,124Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC0.00%0.02%18,50418,504100.00%462,230Jun 30, 2024
FIDUCIARY FINANCIAL GROUP, LLC0.00%0.09%15,04515,045100.00%384,851Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.00%0.00%14,49214,492100.00%362,010Jun 30, 2024
ARISTEIA CAPITAL LLC0.00%0.01%14,26114,261100.00%356,240Jun 30, 2024
FIRST TRUST DIRECT INDEXING L.P.0.00%0.02%14,04514,045100.00%350,844Jun 30, 2024
PGGM INVESTMENTS0.00%0.00%13,22213,222100.00%330,000Jun 30, 2024
PLATFORM TECHNOLOGY PARTNERS0.00%0.11%12,34912,349100.00%308,478Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC0.00%0.00%11,60911,609100.00%289,993Jun 30, 2024
ATRIA INVESTMENTS, INC0.00%0.00%11,44711,447100.00%285,946Jun 30, 2024
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC0.00%0.10%11,18811,188100.00%279,487Jun 30, 2024
EVERHART FINANCIAL GROUP, INC.0.00%0.07%10,32810,328100.00%257,993Jun 30, 2024
MUTUAL ADVISORS, LLC0.00%0.01%9,9369,936100.00%258,924Jun 30, 2024
AVIDIAN WEALTH SOLUTIONS, LLC0.00%0.01%9,6129,612100.00%240,119Jun 30, 2024
CLARET ASSET MANAGEMENT CORP0.00%0.04%9,0789,078100.00%227,000Jun 30, 2024
COLDSTREAM CAPITAL MANAGEMENT INC0.00%0.01%8,4198,419100.00%210,308Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.00%0.00%4,9284,928100.00%122,000Jun 30, 2024
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC0.00%0.04%2,0002,000100.00%49,960Jun 30, 2024
0.00%0.03%1,6951,695100.00%42,341Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC0.00%0.03%1,4311,431100.00%35,746Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.01%1,3521,352100.00%33,773Jun 30, 2024
FAMILY FIRM, INC.0.00%0.01%1,0011,001100.00%25,011Jun 30, 2024
TRANSCENDENT CAPITAL GROUP LLC0.00%0.01%1,0001,000100.00%24,980Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.00%577577100.00%14,414Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.00%-506506100.00%12,640Jun 30, 2024
GPS WEALTH STRATEGIES GROUP, LLC0.00%0.00%347347100.00%8,662Jun 30, 2024
SRS CAPITAL ADVISORS, INC.-0.00%235235100.00%5,871Jun 30, 2024
ANFIELD CAPITAL MANAGEMENT, LLC-0.00%145145100.00%3,622Jun 30, 2024
QUARRY LP-0.00%135135100.00%3,372Jun 30, 2024
FAIRWAY WEALTH LLC-0.00%115115100.00%2,873Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC-0.00%7878100.00%1,920Jun 30, 2024
CULLEN/FROST BANKERS, INC.--6565100.00%1,624Jun 30, 2024
GREAT LAKES RETIREMENT, INC.-0.00%6060100.00%1,499Jun 30, 2024
RIGGS ASSET MANAGMENT CO. INC.-0.00%3838100.00%950Jun 30, 2024
CAPITAL ANALYSTS, LLC--3030100.00%1,000Jun 30, 2024
NVWM, LLC-0.00%2929100.00%724Jun 30, 2024
UNIQUE WEALTH STRATEGIES, LLC-0.00%55100.00%112Jun 30, 2024
HARBOR INVESTMENT ADVISORY, LLC--44100.00%100Jun 30, 2024
BEAIRD HARRIS WEALTH MANAGEMENT, LLC--11100.00%21Jun 30, 2024

Gen Digital's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 2.00M shares, valued at $49.90M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PETRUS TRUST COMPANY, LTA----1,211,416-100.00%-Jun 30, 2024
PHILOSOPHY CAPITAL MANAGEMENT LLC----574,500-100.00%-Jun 30, 2024
CARLSON CAPITAL L P----221,499-100.00%-Jun 30, 2024
SAMSON ROCK CAPITAL LLP----150,000-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----147,252-100.00%-Jun 30, 2024
MAGNETAR FINANCIAL LLC----132,972-100.00%-Jun 30, 2024
BARCLAYS PLC----86,000-100.00%-Jun 30, 2024
MILESTONE ASSET MANAGEMENT, LLC----67,011-100.00%-Jun 30, 2024
GTS SECURITIES LLC----63,200-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----42,993-100.00%-Jun 30, 2024
INCEPTIONR LLC----34,024-100.00%-Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC----30,460-100.00%-Jun 30, 2024
BLUESHIFT ASSET MANAGEMENT, LLC----30,024-100.00%-Jun 30, 2024
TWO SIGMA SECURITIES, LLC----27,900-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----22,605-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----22,071-100.00%-Jun 30, 2024
BANK OZK----19,577-100.00%-Jun 30, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.----16,885-100.00%-Jun 30, 2024
GSA CAPITAL PARTNERS LLP----16,362-100.00%-Jun 30, 2024
ASAHI LIFE ASSET MANAGEMENT CO., LTD.----15,020-100.00%-Jun 30, 2024
CAXTON ASSOCIATES LP----14,826-100.00%-Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC----14,613-100.00%-Jun 30, 2024
KINNERET ADVISORY, LLC----14,176-100.00%-Jun 30, 2024
GREENWOOD CAPITAL ASSOCIATES LLC----13,045-100.00%-Jun 30, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.----12,532-100.00%-Jun 30, 2024
NORTHCREST ASSET MANANGEMENT, LLC----11,845-100.00%-Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP----11,388-100.00%-Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC----9,940-100.00%-Jun 30, 2024
VANTAGE CONSULTING GROUP INC----9,570-100.00%-Jun 30, 2024
EQIS CAPITAL MANAGEMENT, INC.----9,521-100.00%-Jun 30, 2024
ZWJ INVESTMENT COUNSEL INC----9,475-100.00%-Jun 30, 2024
FIERA CAPITAL CORP----9,475-100.00%-Jun 30, 2024
GROUPAMA ASSET MANAGMENT----7,711-100.00%-Jun 30, 2024
ROYAL BANK OF CANADA----4,900-100.00%-Jun 30, 2024
MIZUHO SECURITIES CO. LTD.----4,350-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----2,696-100.00%-Jun 30, 2024
NEW COVENANT TRUST COMPANY, N.A.----2,115-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----1,746-100.00%-Jun 30, 2024
MEEDER ASSET MANAGEMENT INC----1,570-100.00%-Jun 30, 2024
CORECAP ADVISORS, LLC----1,401-100.00%-Jun 30, 2024
TRUVESTMENTS CAPITAL LLC----938-100.00%-Jun 30, 2024
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC.----302-100.00%-Jun 30, 2024
SOUTHSTATE CORP----157-100.00%-Jun 30, 2024
SEMMAX FINANCIAL ADVISORS INC.----138-100.00%-Jun 30, 2024
GOODWIN INVESTMENT ADVISORY----133-100.00%-Jun 30, 2024
BFSG, LLC----100-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----11-100.00%-Jun 30, 2024
VALUED WEALTH ADVISORS LLC----7-100.00%-Jun 30, 2024
GOALVEST ADVISORY LLC----6-100.00%-Jun 30, 2024

Gen Digital's largest sold out institutional shareholder by shares sold is PETRUS TRUST COMPANY, LTA, sold -1.21M 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 Credit Income 2024 Target Term Fund, Inc.0.23%280,000--Aug 31, 2023
BNY Mellon Investment Funds IV, Inc.0.19%2,796,747--Jan 31, 2024
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc.0.17%250,000--Mar 31, 2024
Absolute Shares Trust0.07%28,311--Mar 31, 2024
JANUS INVESTMENT FUND0.02%7,181,000--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.02%2,325,000--Mar 31, 2024
GABELLI ASSET FUND0.01%4,800--Dec 29, 2023
AMERICAN CENTURY INVESTMENT TRUST0.01%1,425,000-150,000-9.52%Mar 31, 2024
BNY Mellon Investment Funds III0.01%2,510,000--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%45,421--Mar 31, 2024
PAX WORLD FUNDS SERIES TRUST I0.00%59,356--Mar 31, 2024
NORTHERN FUNDS0.00%75,000--Mar 28, 2024
EMPOWER FUNDS, INC.0.00%555,000--Mar 31, 2024
NORTHERN FUNDS0.00%50,000--Mar 28, 2024
TOUCHSTONE STRATEGIC TRUST0.00%14,988--Mar 31, 2024
Series Portfolios Trust0.00%1,006--Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%360,000--Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%340,000--Mar 31, 2024
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--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND III0.00%210,164--Jan 31, 2024
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--Mar 31, 2024
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 %
30 Jun, 245623.12%
31 Mar, 24545-2.85%
31 Dec, 235612.75%
30 Sep, 235462.06%
30 Jun, 23535-2.01%
31 Mar, 23546-2.15%
31 Dec, 22558-

As of 30 Jun 24, 562 institutions are holding Gen Digital's shares, representing an increase of 3.12% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24523,443,5590.28%
31 Mar, 24521,991,0900.86%
31 Dec, 23517,548,9970.66%
30 Sep, 23514,141,811-1.53%
30 Jun, 23522,134,207-1.08%
31 Mar, 23527,816,0660.17%
31 Dec, 22526,894,735-

Gen Digital (GEN) has 523.44M shares outstanding as of 30 Jun 24, up 0.28% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2482.17%1.20%
31 Mar, 2482.86%1.26%
31 Dec, 2380.99%1.25%
30 Sep, 2380.33%1.21%
30 Jun, 2381.58%1.20%
31 Mar, 2382.60%1.25%
31 Dec, 2281.44%-

As of 30 Jun 24, Gen Digital is held by 82.17% institutional shareholders, representing a 1.20% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2428111.07%
31 Mar, 24253-4.89%
31 Dec, 2326622.58%
30 Sep, 23217-5.65%
30 Jun, 23230-4.17%
31 Mar, 23240-55.56%
31 Dec, 22540-

281 institutional shareholders have increased their position in GEN stock as of 30 Jun 24 compared to 253 in the previous quarter (a 11.07% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24189-5.97%
31 Mar, 24201-1.47%
31 Dec, 23204-5.56%
30 Sep, 2321610.77%
30 Jun, 23195-8.02%
31 Mar, 23212-
31 Dec, 22--

189 institutional shareholders have reduced their position in GEN stock as of 30 Jun 24 compared to 201 in the previous quarter (a -5.97% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 245623.12%523,443,5590.28%82.17%1.20%28111.07%189-5.97%
31 Mar, 24545-2.85%521,991,0900.86%82.86%1.26%253-4.89%201-1.47%
31 Dec, 235612.75%517,548,9970.66%80.99%1.25%26622.58%204-5.56%
30 Sep, 235462.06%514,141,811-1.53%80.33%1.21%217-5.65%21610.77%
30 Jun, 23535-2.01%522,134,207-1.08%81.58%1.20%230-4.17%195-8.02%
31 Mar, 23546-2.15%527,816,0660.17%82.60%1.25%240-55.56%212-
31 Dec, 22558-526,894,735-81.44%-540---

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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GBGlobal Blue Group Holding AG
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QLYSQualys, Inc.
VRSNVeriSign, Inc.

GEN Ownership FAQ


Gen Digital is owned by institutional shareholders (82.17%), insiders (9.26%), and public (8.57%). The largest institutional shareholder of Gen Digital is VANGUARD GROUP INC (10.46% 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., FMR LLC, STATE STREET CORP, and AMERIPRISE FINANCIAL INC. The top five shareholders own together 33.45% of the company's share outstanding.

As of Jun 2024, there are 562 institutional shareholders of Gen Digital.

VANGUARD GROUP INC owns 66.61M shares of Gen Digital, representing 10.46% of the company's total shares outstanding, valued at $1.66B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 53.89M shares of Gen Digital (GEN), compromising 8.46% of the company, valued at $1.35B.

FMR LLC is the third largest holder of Gen Digital. The company owns 43.35M of the company's shares outstanding (worth $1.08B).