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, Q3 2021
Institutional positions in Gen Digital Inc. as of Sep 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
- 548
- 0 vs. Q2 2021
- Shares held
- 546.8M
- +15.7M (+3.0%) vs. Q2 2021
- Total value
- $13.8B
- −$616.9M (−4.3%) vs. Q2 2021
- New holders
- 56
- 197 more added
- Sold out
- 56
- 197 more reduced
8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 28 | $0 | 0.00% | −368−92.9% | Reduced |
| Evoke Wealth, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 22 | $0 | 0.00% | +22 | New |
| Versant Capital Management, Inc | 11 | $0 | 0.00% | +11 | New |
| WestEnd Advisors, LLC | – | $101 | 0.00% | – | – |
| Clearview Wealth Advisors LLC | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 58 | $1.00K | 0.00% | +58 | New |
| Focused Wealth Management, Inc | 51 | $1.00K | 0.00% | +51 | New |
| SRS Capital Advisors, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| PSI Advisors, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Meridian Wealth Partners, LLC | 36 | $1.00K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 46 | $1.16K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 71 | $1.80K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 97 | $2.00K | 0.00% | +82+546.7% | Added |
| Anchor Investment Management, LLC | 100 | $2.53K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 105 | $2.66K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 129 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tradition Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 107 | $3.00K | 0.00% | +29+37.2% | Added |
| Prestige Wealth Management Group LLC | 117 | $3.00K | 0.00% | +27+30.0% | Added |
| Old Second National Bank of Aurora | 121 | $3.00K | 0.00% | +121 | New |
| Syverson Strege & Co | 128 | $3.00K | 0.00% | +128 | New |
| Capital Advisory Group Advisory Services, LLC | 170 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 145 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 177 | $4.00K | 0.00% | +75+73.5% | Added |
| MV Capital Management, Inc. | 163 | $4.00K | 0.00% | +55+50.9% | Added |
| Concord Wealth Partners | 162 | $4.00K | 0.00% | +62+62.0% | Added |
| Sugarloaf Wealth Management, LLC | 151 | $4.00K | 0.00% | +151 | New |
| Bell Investment Advisors, Inc | 171 | $4.00K | 0.00% | +171 | New |
| Stonebridge Capital Advisors LLC | 196 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 226 | $5.72K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 246 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 238 | $6.00K | 0.00% | −27−10.2% | Reduced |
| Better Money Decisions, LLC | 254 | $6.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 223 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 237 | $6.00K | 0.00% | +1+0.4% | Added |
| Glassman Wealth Services | 220 | $6.00K | 0.00% | +30+15.8% | Added |
| NVWM, LLC | 228 | $6.00K | 0.00% | +228 | New |
| Kowal Investment Group, LLC | 226 | $6.00K | 0.00% | +226 | New |
| Resolute Partners Group | 257 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 329 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 335 | $8.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 299 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 350 | $8.86K | 0.00% | +250+250.0% | Added |
| Proequities, Inc. | 345 | $9.00K | 0.00% | −2,511−87.9% | Reduced |
| Lindbrook Capital, LLC | 344 | $9.00K | 0.00% | −207−37.6% | Reduced |
| Tarbox Family Office, Inc. | 337 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 358 | $9.00K | 0.00% | +358 | New |
| Earnest Partners LLC | 390 | $10.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 355 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 388 | $10.0K | 0.00% | +76+24.4% | Added |
| Liberty Wealth Management LLC | 439 | $11.0K | 0.00% | −1,584−78.3% | Reduced |
| Smithfield Trust Co | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 468 | $12.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 456 | $12.0K | 0.00% | +115+33.7% | Added |
| Jacobi Capital Management LLC | 511 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 513 | $13.0K | 0.00% | +25+5.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 549 | $14.0K | 0.00% | −739−57.4% | Reduced |
| Geneos Wealth Management Inc. | 559 | $14.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 588 | $14.0K | 0.00% | +63+12.0% | Added |
| Baillie Gifford & Co | 554 | $14.0K | 0.00% | +92+19.9% | Added |
| Washington Trust Co | 591 | $15.0K | 0.00% | +432+271.7% | Added |
| Larson Financial Group LLC | 644 | $16.0K | 0.00% | +3+0.5% | Added |
| Motco | 688 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 730 | $18.0K | 0.00% | −1,525−67.6% | Reduced |
| Pinnacle Bancorp, Inc. | 722 | $18.0K | 0.01% | +231+47.0% | Added |
| Spire Wealth Management | 735 | $19.0K | 0.00% | −150−16.9% | Reduced |
| Loomis Sayles & Co L P | 785 | $20.0K | 0.00% | −146−15.7% | Reduced |
| Clean Yield Group | 800 | $20.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 800 | $20.2K | 0.00% | +800 | New |
| Kelly Financial Services LLC | 807 | $20.4K | 0.01% | −21,069−96.3% | Reduced |
| Truvestments Capital LLC | 890 | $23.0K | 0.01% | +4+0.5% | Added |
| JFS Wealth Advisors, LLC | 950 | $24.0K | 0.00% | +300+46.2% | Added |
| NuWave Investment Management, LLC | 974 | $25.0K | 0.03% | −22,841−95.9% | Reduced |
| D'Orazio & Associates, Inc. | 1,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 991 | $25.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 1,000 | $26.0K | 0.04% | +1,000 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $27.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,080 | $27.0K | 0.00% | +116+12.0% | Added |
| Rosenberg Matthew Hamilton | 1,300 | $33.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,334 | $34.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,639 | $41.0K | 0.00% | −444−21.3% | Reduced |
| Ironwood Financial, llc | 1,666 | $42.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,738 | $44.0K | 0.00% | +1+0.1% | Added |
| Berman Capital Advisors, LLC | 1,935 | $48.0K | 0.01% | +722+59.5% | Added |
| Global Retirement Partners, LLC | 1,935 | $49.0K | 0.00% | +126+7.0% | Added |
| Allworth Financial LP | 1,925 | $49.0K | 0.00% | +416+27.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $51.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,335 | $59.0K | 0.01% | +25+1.1% | Added |