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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 10,460 | $285.0K | 0.03% | +10,460 | New |
| Moors & Cabot, Inc. | 10,140 | $276.0K | 0.02% | −302−2.9% | Reduced |
| AE Wealth Management LLC | 10,056 | $274.0K | 0.00% | −3,721−27.0% | Reduced |
| First Mercantile Trust Co | 9,990 | $272.0K | 0.03% | −250−2.4% | Reduced |
| Fairfield, Bush & Co. | 10,000 | $272.0K | 0.07% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 10,000 | $272.0K | 0.16% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 9,886 | $269.0K | 0.01% | +254+2.6% | Added |
| Arden Trust Co | 9,768 | $266.0K | 0.04% | −1,350−12.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,445 | $257.0K | 0.02% | +3,300+53.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,357 | $255.0K | 0.01% | +9,357 | New |
| IndexIQ Advisors LLC | 9,164 | $249.0K | 0.01% | +511+5.9% | Added |
| Cypress Capital Group | 8,955 | $244.0K | 0.03% | +8,955 | New |
| Simplex Trading, LLC | 8,934 | $243.0K | 0.01% | −48,027−84.3% | Reduced |
| Toroso Investments, LLC | 8,758 | $238.0K | 0.01% | −6,685−43.3% | Reduced |
| Ashford Capital Management Inc | 8,620 | $235.0K | 0.02% | +8,620 | New |
| Quilter Plc | 8,547 | $233.0K | 0.01% | −202,184−95.9% | Reduced |
| AdvisorNet Financial, Inc | 8,503 | $231.0K | 0.02% | +6,925+438.8% | Added |
| Profund Advisors LLC | 8,492 | $231.0K | 0.01% | +8,492 | New |
| Enlightenment Research, LLC | 8,500 | $231.0K | 0.29% | +8,500 | New |
| Clear Street Markets LLC | 8,460 | $230.0K | 0.05% | +8,460 | New |
| Ballentine Partners, LLC | 8,036 | $219.0K | 0.01% | +8,036 | New |
| Ameritas Investment Partners, Inc. | 7,922 | $216.0K | 0.01% | −805−9.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 7,852 | $214.0K | 0.01% | −13,836−63.8% | Reduced |
| Fox Run Management, L.L.C. | 7,504 | $204.0K | 0.19% | +7,504 | New |
| Fukoku Mutual Life Insurance Co | 7,100 | $193.0K | 0.02% | 00.0% | Unchanged |
| Agf Investments Inc. | 6,790 | $185.0K | 0.00% | −13,628−66.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,088 | $166.0K | 0.00% | −4,625−43.2% | Reduced |
| Neo Ivy Capital Management | 5,805 | $158.0K | 0.16% | −1,413−19.6% | Reduced |
| Deseret Mutual Benefit Administrators | 5,465 | $149.0K | 0.04% | +5,465 | New |
| Islay Capital Management, LLC | 5,390 | $147.0K | 0.12% | +5,390 | New |
| Montag A & Associates Inc | 4,800 | $131.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 4,812 | $131.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,794 | $130.0K | 0.00% | −2,675−35.8% | Reduced |
| Harbour Investments, Inc. | 4,787 | $130.0K | 0.00% | +448+10.3% | Added |
| Investors Research Corp | 4,600 | $125.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,175 | $114.0K | 0.00% | +806+23.9% | Added |
| Central Trust Co | 4,156 | $113.0K | 0.00% | +1,705+69.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,115 | $112.0K | 0.00% | −9−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 4,096 | $110.0K | 0.00% | −9,714−70.3% | Reduced |
| Barnett & Company, Inc. | 3,800 | $103.0K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,742 | $103.0K | 0.00% | +514+15.9% | Added |
| Huntington National Bank | 3,233 | $88.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,040 | $83.0K | 0.00% | +694+29.6% | Added |
| Heritage Wealth Advisors | 3,005 | $81.8K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 3,000 | $81.7K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,873 | $78.0K | 0.00% | −113,000−97.5% | Reduced |
| Proequities, Inc. | 2,856 | $78.0K | 0.00% | −815−22.2% | Reduced |
| Whittier Trust Co | 2,532 | $69.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,500 | $68.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,500 | $68.0K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 2,400 | $65.0K | 0.02% | +2,400 | New |
| Whittier Trust Co of Nevada Inc | 2,361 | $64.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,310 | $63.0K | 0.01% | −163−6.6% | Reduced |
| Northern Oak Wealth Management Inc | 2,255 | $61.0K | 0.01% | −178,063−98.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,151 | $59.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,083 | $57.0K | 0.00% | +1,043+100.3% | Added |
| Liberty Wealth Management LLC | 2,023 | $55.0K | 0.02% | +149+8.0% | Added |
| 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 |
| Wolverine Asset Management LLC | 1,899 | $51.0K | 0.00% | −5,572−74.6% | Reduced |
| Global Retirement Partners, LLC | 1,809 | $49.0K | 0.01% | −47−2.5% | Reduced |
| Sandy Spring Bank | 1,737 | $48.0K | 0.00% | +232+15.4% | Added |
| Ironwood Financial, llc | 1,666 | $45.0K | 0.01% | −591−26.2% | Reduced |
| Hoover Financial Advisors, Inc. | 1,600 | $44.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,509 | $41.0K | 0.00% | −1,210−44.5% | Reduced |
| Column Capital Advisors, LLC | 1,334 | $36.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Berman Capital Advisors, LLC | 1,213 | $33.0K | 0.01% | +897+283.9% | Added |
| 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 |
| 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 |
| CX Institutional | 964 | $26.0K | 0.00% | +154+19.0% | 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 |
| 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 |
| CWM, LLC | 814 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 800 | $22.0K | 0.01% | +800 | New |
| KB Financial Partners, LLC | 732 | $20.0K | 0.01% | +668+1,043.8% | Added |
| Motco | 688 | $19.0K | 0.00% | +116+20.3% | Added |
| JFS Wealth Advisors, LLC | 650 | $18.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 653 | $18.0K | 0.01% | +653 | New |
| Larson Financial Group LLC | 641 | $17.0K | 0.00% | +641 | New |
| 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 |
| 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 |
| 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 |
| Smithfield Trust Co | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 390 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 396 | $10.0K | 0.00% | −3,268−89.2% | Reduced |
| IFP Advisors, Inc | 355 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 329 | $9.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 320 | $9.00K | 0.00% | 00.0% | Unchanged |