Filing Research | GEN - GEN DIGITAL INC Institutional Holdings

Snapshot holdings

50 / 138 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	2.2MSH	$54.8M
2	Assenagon Asset Management S.A.	Shares	1.0MSH	$25.9M
3	Swedbank AB	Shares	757.7KSH	$18.9M
4	LBP AM SA	Shares	497.8KSH	$12.4M
5	Mediolanum International Funds Ltd	Shares	484.9KSH	$12.1M
6	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	334.1KSH	$8.3M
7	Generali Investments CEE, investicni spolecnost, a.s.	Shares	273.8KSH	$6.8M
8	Mirae Asset Global Investments Co., Ltd.	Shares	272.3KSH	$6.8M
9	Police & Firemen's Retirement System of New Jersey	Shares	245.1KSH	$6.1M
10	Sound Income Strategies, LLC	Shares	216.1KSH	$5.4M
11	Czech National Bank	Shares	156.9KSH	$3.9M
12	IFM Investors Pty Ltd	Shares	151.6KSH	$3.8M
13	Artemis Investment Management LLP	Shares	143.0KSH	$3.6M
14	Diversified Trust Co	Shares	137.1KSH	$3.4M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	121.7KSH	$3.0M
16	Hixon Zuercher, LLC	Shares	118.2KSH	$2.9M
17	Cohen Klingenstein LLC	Shares	98.6KSH	$2.5M
18	Crossmark Global Holdings, Inc.	Shares	98.2KSH	$2.4M
19	Vest Financial, LLC	Shares	88.7KSH	$2.2M
20	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	80.6KSH	$2.0M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	69.2KSH	$1.8M
22	BONNESS ENTERPRISES INC	Shares	62.5KSH	$1.6M
23	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	59.8KSH	$1.5M
24	Prospera Financial Services Inc	Shares	54.6KSH	$1.4M
25	PensionDanmark Pensionsforsikringsaktieselskab	Shares	40.5KSH	$1.0M
26	GAMMA Investing LLC	Shares	34.9KSH	$867.8K
27	Gallacher Capital Management LLC	Shares	33.6KSH	$835.5K
28	HARTFORD INVESTMENT MANAGEMENT CO	Shares	30.4KSH	$756.2K
29	GATEWAY INVESTMENT ADVISERS LLC	Shares	29.3KSH	$728.4K
30	ABN AMRO INVESTMENT SOLUTIONS	Shares	28.5KSH	$708.9K
31	Louisiana State Employees Retirement System	Shares	28.2KSH	$701.9K
32	LANARK FINANCIAL, INC.	Shares	25.6KSH	$637.2K
33	MIZUHO SECURITIES USA LLC	Shares	33.3KSH	$627.4K
34	Merit Financial Group, LLC	Shares	24.7KSH	$616.0K
35	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	24.7KSH	$614.8K
36	IFP Advisors, Inc	Shares	23.5KSH	$585.6K
37	NAPLES GLOBAL ADVISORS, LLC	Shares	23.4KSH	$582.2K
38	Sequoia Financial Advisors, LLC	Shares	23.0KSH	$572.5K
39	Forza Wealth Management, LLC	Shares	22.5KSH	$559.8K
40	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	21.8KSH	$543.7K
41	Everhart Financial Group, Inc.	Shares	19.0KSH	$472.2K
42	E. Ohman J:or Asset Management AB	Shares	18.4KSH	$459.2K
43	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	18.4KSH	$457.9K
44	Fideuram Asset Management (Ireland) dac	Shares	19.4KSH	$452.1K
45	Blue Trust, Inc.	Shares	17.9KSH	$446.4K
46	Ifrah Financial Services, Inc.	Shares	17.5KSH	$436.1K
47	Perpetual Ltd	Shares	17.5KSH	$434.4K
48	Aprio Wealth Management, LLC	Shares	16.1KSH	$400.6K
49	SECURIAN ASSET MANAGEMENT, INC	Shares	14.7KSH	$392.6K
50	Abacus Wealth Partners, LLC	Shares	15.7KSH	$390.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 155 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+1.0M	+$25.9M	$25.9M
2	Robeco Institutional Asset Management B.V. added	Shares	+51.0K	+$14.3M	$54.8M
3	Mediolanum International Funds Ltd added	Shares	+97.3K	+$5.0M	$12.1M
4	LBP AM SA added	Shares	+92.7K	+$4.8M	$12.4M
5	Swedbank AB trimmed	Shares	-1.4K	+$4.6M	$18.9M
6	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+71.8K	+$3.4M	$8.3M
7	Mirae Asset Global Investments Co., Ltd. added	Shares	+25.9K	+$2.1M	$6.8M
8	Generali Investments CEE, investicni spolecnost, a.s. added	Shares	+22.5K	+$2.1M	$6.8M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+9.7K	+$1.7M	$6.1M
10	Sound Income Strategies, LLC added	Shares	+3.4K	+$1.4M	$5.4M
11	IFM Investors Pty Ltd added	Shares	+10.5K	+$1.1M	$3.8M
12	Vest Financial, LLC added	Shares	+30.2K	+$1.1M	$2.2M
13	Czech National Bank added	Shares	+6.8K	+$1.1M	$3.9M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+30.4K	+$1.1M	$1.8M
15	Artemis Investment Management LLP added	Shares	+5.3K	+$965.8K	$3.6M
16	Gallacher Capital Management LLC new	Shares	+33.6K	+$835.5K	$835.5K
17	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+29.3K	+$728.4K	$728.4K
18	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+25.3K	+$721.6K	$1.0M
19	Prospera Financial Services Inc added	Shares	+19.8K	+$703.8K	$1.4M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-6.7K	+$612.5K	$3.0M
21	Cohen Klingenstein LLC unchanged	Shares	0	+$597.5K	$2.5M
22	BONNESS ENTERPRISES INC added	Shares	+11.0K	+$585.9K	$1.6M
23	Hixon Zuercher, LLC trimmed	Shares	-8.9K	+$547.8K	$2.9M
24	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+21.8K	+$543.7K	$543.7K
25	GAMMA Investing LLC added	Shares	+14.9K	+$492.6K	$867.8K
26	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-1.5K	+$459.3K	$2.0M
27	Fideuram Asset Management (Ireland) dac new	Shares	+19.4K	+$452.1K	$452.1K
28	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.7K	+$329.4K	$1.5M
29	Merit Financial Group, LLC added	Shares	+7.9K	+$298.4K	$616.0K
30	Chesley Taft & Associates LLC new	Shares	+11.3K	+$282.1K	$282.1K
31	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ new	Shares	+11.1K	+$276.3K	$276.3K
32	LANARK FINANCIAL, INC. added	Shares	+5.9K	+$265.4K	$637.2K
33	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+4.4K	+$256.0K	$708.9K
34	Optas, LLC new	Shares	+10.2K	+$253.1K	$253.1K
35	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+9.2K	+$228.6K	$228.6K
36	Cornerstone Wealth Management, LLC new	Shares	+9.2K	+$228.2K	$228.2K
37	PFG Investments, LLC new	Shares	+8.7K	+$216.1K	$216.1K
38	Aaron Wealth Advisors LLC new	Shares	+8.5K	+$210.9K	$210.9K
39	Everhart Financial Group, Inc. added	Shares	+4.5K	+$199.4K	$472.2K
40	Louisiana State Employees Retirement System added	Shares	+100	+$172.8K	$701.9K
41	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+2.9K	+$165.6K	$457.9K
42	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$149.7K	$614.8K
43	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-1.9K	+$149.2K	$756.2K
44	Sequoia Financial Advisors, LLC added	Shares	+149	+$142.2K	$572.5K
45	Farther Finance Advisors, LLC added	Shares	+3.4K	+$136.8K	$296.8K
46	NAPLES GLOBAL ADVISORS, LLC trimmed	Shares	-300	+$136.1K	$582.2K
47	Forza Wealth Management, LLC trimmed	Shares	-700	+$123.1K	$559.8K
48	IFP Advisors, Inc trimmed	Shares	-1.4K	+$116.3K	$585.6K
49	Blue Trust, Inc. added	Shares	+285	+$114.1K	$446.4K
50	E. Ohman J:or Asset Management AB unchanged	Shares	0	+$111.8K	$459.2K

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