Gen Digital Inc.
GEN- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000849399
In the last 90 days, Gen Digital Inc. insiders filed 0 open-market purchases and 7 sales; 687 institutions reported holding it in 13F filings for Q2 2026, worth $13.6B in total; no superinvestor holds it.
Other share classesGENVR
13F holders, Q2 2021
Institutional positions in Gen Digital Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 556
- +35 vs. Q1 2021
- Shares held
- 538.1M
- +10.4M (+2.0%) vs. Q1 2021
- Total value
- $14.6B
- +$3.43B (+30.5%) vs. Q1 2021
- New holders
- 86
- 174 more added
- Sold out
- 51
- 213 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 687 | $13.6B |
| Q1 2026 | 673 | $9.98B |
| Q4 2025 | 689 | $14.5B |
| Q3 2025 | 676 | $14.9B |
| Q2 2025 | 654 | $15.6B |
| Q1 2025 | 644 | $14.0B |
| Q4 2024 | 655 | $14.0B |
| Q3 2024 | 589 | $14.2B |
| Q2 2024 | 569 | $13.1B |
| Q1 2024 | 539 | $11.7B |
| Q4 2023 | 548 | $11.8B |
| Q3 2023 | 535 | $9.19B |
| Q2 2023 | 521 | $9.69B |
| Q1 2023 | 539 | $9.11B |
| Q4 2022 | 546 | $11.3B |
| Q3 2022 | 566 | $10.9B |
| Q2 2022 | 580 | $11.9B |
| Q1 2022 | 592 | $15.2B |
| Q4 2021 | 563 | $14.4B |
| Q3 2021 | 548 | $13.8B |
| Q2 2021 | 556 | $14.6B |
| Q1 2021 | 525 | $11.2B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 6 | $0 | 0.00% | −6,648−99.9% | Reduced |
| Fieldpoint Private Securities, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $81 | 0.00% | – | New |
| Evoke Wealth, LLC | 17 | $463 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 21,876 | $804 | 0.03% | +21,076+2,634.5% | Added |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | −5,740−99.6% | Reduced |
| FormulaFolio Investments, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 38 | $1.00K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 46 | $1.25K | 0.00% | −17−27.0% | Reduced |
| Exane Derivatives | 71 | $1.93K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 90 | $2.00K | 0.00% | +13+16.9% | Added |
| Harbor Investment Advisory, LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 78 | $2.00K | 0.00% | +78 | New |
| American Portfolios Advisors | 100 | $2.72K | 0.00% | −1,811−94.8% | Reduced |
| Anchor Investment Management, LLC | 100 | $2.72K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 105 | $2.86K | 0.00% | +105 | New |
| Parkside Financial Bank & Trust | 102 | $3.00K | 0.00% | −1,728−94.4% | Reduced |
| Salem Investment Counselors Inc | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 104 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 108 | $3.00K | 0.00% | +108 | New |
| Strategic Blueprint, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Tradition Wealth Management, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Eagle Bay Advisors LLC | 100 | $3.00K | 0.00% | +100 | New |
| Oakworth Capital, Inc. | 145 | $4.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 129 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 159 | $4.00K | 0.00% | +159 | New |
| Kistler-Tiffany Companies, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 196 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 190 | $5.00K | 0.00% | +20+11.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 170 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 190 | $5.00K | 0.00% | +46+31.9% | Added |
| Creative Financial Designs Inc | 200 | $5.00K | 0.00% | +200 | New |
| C M Bidwell & Associates Ltd | 223 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 236 | $6.00K | 0.00% | +1+0.4% | Added |
| Brown Brothers Harriman & Co | 225 | $6.00K | 0.00% | +225 | New |
| Sutton Wealth Advisors Inc. | 226 | $6.15K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 284 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 265 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 246 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 257 | $7.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 254 | $7.00K | 0.01% | +254 | New |
| TCI Wealth Advisors, Inc. | 312 | $8.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 299 | $8.00K | 0.00% | +299 | New |
| Farmers & Merchants Investments Inc | 329 | $9.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 320 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 337 | $9.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 341 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 344 | $9.00K | 0.00% | +344 | New |
| Front Row Advisors LLC | 335 | $9.00K | 0.00% | +335 | New |
| Cutler Group LP | 396 | $10.0K | 0.00% | −3,268−89.2% | Reduced |
| IFP Advisors, Inc | 355 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 390 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 488 | $13.0K | 0.00% | −311−38.9% | Reduced |
| Baillie Gifford & Co | 462 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 468 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 491 | $13.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 525 | $14.0K | 0.00% | −930−63.9% | Reduced |
| Jacobi Capital Management LLC | 511 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 559 | $15.0K | 0.00% | −1,022−64.6% | Reduced |
| Lindbrook Capital, LLC | 551 | $15.0K | 0.00% | +433+366.9% | Added |
| Larson Financial Group LLC | 641 | $17.0K | 0.00% | +641 | New |
| JFS Wealth Advisors, LLC | 650 | $18.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 653 | $18.0K | 0.01% | +653 | New |
| Motco | 688 | $19.0K | 0.00% | +116+20.3% | Added |
| KB Financial Partners, LLC | 732 | $20.0K | 0.01% | +668+1,043.8% | Added |
| CWM, LLC | 814 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 800 | $22.0K | 0.01% | +800 | New |
| Spire Wealth Management | 885 | $24.0K | 0.00% | −12,217−93.2% | Reduced |
| Truvestments Capital LLC | 886 | $24.0K | 0.01% | +4+0.5% | Added |
| Key Financial Inc | 991 | $25.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 914 | $25.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 931 | $25.0K | 0.00% | +437+88.5% | Added |
| CX Institutional | 964 | $26.0K | 0.00% | +154+19.0% | Added |
| Enterprise Financial Services Corp | 983 | $27.0K | 0.00% | −96−8.9% | Reduced |
| D'Orazio & Associates, Inc. | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $29.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,089 | $29.0K | 0.00% | +89+8.9% | Added |
| Berman Capital Advisors, LLC | 1,213 | $33.0K | 0.01% | +897+283.9% | Added |
| Rosenberg Matthew Hamilton | 1,300 | $35.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,288 | $35.0K | 0.01% | +4+0.3% | Added |
| Column Capital Advisors, LLC | 1,334 | $36.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,509 | $41.0K | 0.00% | −1,210−44.5% | Reduced |
| Hoover Financial Advisors, Inc. | 1,600 | $44.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 1,666 | $45.0K | 0.01% | −591−26.2% | Reduced |
| Sandy Spring Bank | 1,737 | $48.0K | 0.00% | +232+15.4% | Added |
| Global Retirement Partners, LLC | 1,809 | $49.0K | 0.01% | −47−2.5% | Reduced |
| Wolverine Asset Management LLC | 1,899 | $51.0K | 0.00% | −5,572−74.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $54.0K | 0.04% | 00.0% | Unchanged |
| Kings Point Capital Management | 2,000 | $54.0K | 0.00% | +2,000 | New |
| Liberty Wealth Management LLC | 2,023 | $55.0K | 0.02% | +149+8.0% | Added |