GEN institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

647 institutional managers reported holding GEN for the quarter ended Mar 31, 2026. Together they hold about 85% of shares outstanding; the top 10 hold 47%. 95 opened new positions; 120 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Vanguard Group72.67M11.76%$1.37Btrimmed -0.9%2015 Q1
BlackRock52.95M8.57%$996.1Madded +1.8%2015 Q1
FMR (Fidelity)44.80M7.25%$842.6Madded +7.7%2019 Q4
State Street29.50M4.77%$554.9Mtrimmed -1.8%2015 Q1
Ameriprise Financial INC19.95M3.23%$375.3Mtrimmed -12.7%2019 Q4
Geode Capital15.56M2.52%$292.7Munchanged2015 Q2
Boston Partners14.89M2.41%$280.0Mtrimmed -4.9%2021 Q2
First Trust Advisors LP14.81M2.40%$278.6Mtrimmed -25.7%2019 Q4
Invesco13.54M2.19%$254.6Madded +35.7%2019 Q1
Arrowstreet Capital13.09M2.12%$246.3Madded +45.8%2024 Q2
UBS11.33M1.83%$213.2Madded +8.3%2015 Q2
Beutel, Goodman & CO LTD.10.39M1.68%$195.4Mtrimmed -20.3%2019 Q4
LSV Asset Management8.89M1.44%$167.2Madded +1.8%2022 Q4
Legal & General Group PLC8.76M1.42%$164.8Mtrimmed -3.6%2015 Q3
Lyrical Asset Management LP (focused)7.97M1.29%$149.9Mtrimmed -2.2%2021 Q3
Starboard Value (focused)7.81M1.26%$146.8Mtrimmed -26.2%2019 Q4
Morgan Stanley7.60M1.23%$142.9Madded +33.8%2015 Q1
Nuveen7.31M1.18%$137.4Mtrimmed -31.8%2019 Q2
Dimensional Fund Advisors6.11M0.99%$114.9Mtrimmed -2.6%2019 Q4
Northern Trust5.88M0.95%$110.5Mtrimmed -7.5%2015 Q1
Alyeska Investment Group5.78M0.94%$108.6Madded +123.5%2025 Q4
Deutsche Bank AG\5.40M0.87%$101.5Madded +49.5%2015 Q1
Neuberger Berman Group LLC5.35M0.87%$100.6Madded +26.2%2019 Q4
Pictet Asset Management Holding SA5.27M0.85%$99.2Madded +26.8%2019 Q4
BNY Mellon4.90M0.79%$92.2Munchanged2015 Q1
Amundi4.15M0.67%$78.1Mtrimmed -3.7%2019 Q4
Charles Schwab Investment Management3.69M0.60%$69.4Madded +1.1%2015 Q1
Penserra Capital Management LLC3.49M0.56%$65.7Madded +3%2019 Q4
Citadel Advisors3.45M0.56%$64.9Mtrimmed -7.9%2015 Q1
Jupiter Asset Management LTD2.94M0.48%$55.4Mopened2025 Q3
Goldman Sachs2.76M0.45%$51.9Mtrimmed -17.8%2018 Q2
SEI Investments CO2.56M0.41%$48.1Madded +28.6%2019 Q1
Bank OF America CORP /DE/2.56M0.41%$48.1Madded +7.4%2015 Q1
AllianceBernstein2.35M0.38%$44.3Mtrimmed -10.4%2015 Q1
Mirae Asset Global Etfs Holdings LTD.2.34M0.38%$43.9Madded +7.2%2019 Q4
Robeco Institutional Asset Management B.v.2.15M0.35%$40.4Munchanged2019 Q4
BNP Paribas Financial Markets1.87M0.30%$35.1Mtrimmed -7.9%2025 Q2
D. E. Shaw1.82M0.29%$34.2Mopened2015 Q1
Alberta Investment Management CORP1.79M0.29%$33.6Madded +15.4%2019 Q4
Prudential Financial INC1.77M0.29%$33.4Mtrimmed -12.9%2019 Q4
Triodos Investment Management BV (focused)1.77M0.29%$33.3Madded +24.2%2020 Q3
Mitsubishi UFJ Asset Management CO., LTD.1.74M0.28%$32.7Madded +9.4%2019 Q4
Bank OF Montreal /CAN/1.73M0.28%$32.6Mtrimmed -5.8%2018 Q2
Barclays PLC1.69M0.27%$31.8Mtrimmed -20.9%2022 Q1
T. Rowe Price1.56M0.25%$29.4Mtrimmed -20.9%2019 Q4
Swiss National Bank1.54M0.25%$28.9Madded +7.1%2019 Q4
Pacer Advisors, INC.1.53M0.25%$28.9Mtrimmed -59.5%2019 Q4
Todd Asset Management LLC1.53M0.25%$28.9Mtrimmed -0.9%2025 Q1
Voloridge Investment Management1.53M0.25%$28.7Madded +570.3%2025 Q4
Millennium Management1.49M0.24%$28.0Mopened2017 Q4

Largest 50 of 647 shown; the full ranked, searchable register is at boothcheck.com/holders/GEN. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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