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 |
|---|---|---|---|---|---|
| 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 |
| TCI Wealth Advisors, Inc. | 312 | $8.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 299 | $8.00K | 0.00% | +299 | New |
| 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 |
| Sutton Wealth Advisors Inc. | 226 | $6.15K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Atlas Capital Advisors LLC | 105 | $2.86K | 0.00% | +105 | 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 |
| 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 |
| Exane Derivatives | 71 | $1.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $1.25K | 0.00% | −17−27.0% | Reduced |
| 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 |
| Kelly Financial Services LLC | 21,876 | $804 | 0.03% | +21,076+2,634.5% | Added |
| Evoke Wealth, LLC | 17 | $463 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $81 | 0.00% | – | New |
| Assetmark, Inc | 6 | $0 | 0.00% | −6,648−99.9% | Reduced |
| Fieldpoint Private Securities, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,273,568−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −539,340−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −537,778−100.0% | Sold out |
| Aequim Alternative Investments LP | 0 | $0 | 0.00% | −269,400−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −100,500−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −68,627−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −67,040−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −43,700−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −39,045−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −34,400−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −33,344−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −33,068−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −27,525−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −27,123−100.0% | Sold out |
| UBP Investment Advisors SA | 0 | $0 | 0.00% | −22,236−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −20,974−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −18,830−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,438−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −15,389−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −12,412−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,313−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,752−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −10,725−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −10,629−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −10,542−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −10,202−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,415−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −7,070−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −3,116−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,989−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,083−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −1,494−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |