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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 9,432 | $239.0K | 0.01% | +940+11.1% | Added |
| Fulton Bank, N.A. | 9,179 | $232.0K | 0.01% | +9,179 | New |
| Simplex Trading, LLC | 8,532 | $231.0K | 0.01% | −402−4.5% | Reduced |
| 6 Meridian | 9,054 | $229.0K | 0.02% | +9,054 | New |
| Alethea Capital Management, LLC | 8,995 | $228.0K | 0.20% | −22,410−71.4% | Reduced |
| XTX Topco Ltd | 8,997 | $228.0K | 0.08% | +8,997 | New |
| Edgestream Partners, L.P. | 8,733 | $221.0K | 0.01% | +8,733 | New |
| Echo Street Capital Management LLC | 8,646 | $219.0K | 0.00% | −10,998−56.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,670 | $219.0K | 0.02% | +1,570+22.1% | Added |
| Ashford Capital Management Inc | 8,620 | $218.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,591 | $217.0K | 0.02% | +88+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 8,566 | $217.0K | 0.00% | +2,478+40.7% | Added |
| Quilter Plc | 8,547 | $216.0K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 8,491 | $215.0K | 0.00% | −7,200−45.9% | Reduced |
| Clear Street Markets LLC | 8,100 | $205.0K | 0.05% | −360−4.3% | Reduced |
| Meritage Group LP | 7,995 | $202.0K | 0.00% | +7,995 | New |
| Ameritas Investment Partners, Inc. | 7,922 | $200.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 7,704 | $195.0K | 0.01% | −148−1.9% | Reduced |
| MUFG Americas Holdings Corp | 7,472 | $189.0K | 0.00% | −4,381−37.0% | Reduced |
| Agf Investments Inc. | 7,000 | $177.0K | 0.00% | +210+3.1% | Added |
| Rockefeller Capital Management L.P. | 5,426 | $137.0K | 0.00% | +1,330+32.5% | Added |
| DuPont Capital Management Corp | 5,031 | $127.0K | 0.00% | −4,855−49.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,004 | $127.0K | 0.00% | +2,853+132.6% | Added |
| State of Wyoming | 5,035 | $127.0K | 0.08% | +5,035 | New |
| Northwestern Mutual Wealth Management Co | 4,850 | $124.0K | 0.00% | +1,108+29.6% | Added |
| Reilly Financial Advisors, LLC | 4,812 | $122.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,800 | $121.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 4,600 | $116.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,537 | $115.0K | 0.00% | −250−5.2% | Reduced |
| Sentry Investment Management LLC | 4,224 | $107.0K | 0.03% | +4,203+20,014.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,118 | $104.0K | 0.00% | +3+0.1% | Added |
| Advisors Asset Management, Inc. | 4,083 | $103.0K | 0.00% | −711−14.8% | Reduced |
| Parallel Advisors, LLC | 3,982 | $101.0K | 0.00% | −193−4.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,819 | $97.0K | 0.00% | −17,740−82.3% | Reduced |
| NEXT Financial Group, Inc | 3,734 | $94.0K | 0.01% | −9,681−72.2% | Reduced |
| Brewin Dolphin Ltd | 3,570 | $90.3K | 0.00% | +570+19.0% | Added |
| Huntington National Bank | 3,233 | $82.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,222 | $82.0K | 0.00% | +182+6.0% | Added |
| Heritage Wealth Advisors | 3,005 | $76.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 3,000 | $76.0K | 0.01% | +1,000+50.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,873 | $73.0K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 2,600 | $66.0K | 0.05% | −1,200−31.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,564 | $65.0K | 0.00% | +203+8.6% | Added |
| Whittier Trust Co | 2,532 | $64.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,500 | $63.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,500 | $63.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,451 | $62.0K | 0.00% | −1,705−41.0% | Reduced |
| Private Capital Group, LLC | 2,335 | $59.0K | 0.01% | +25+1.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $51.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Berman Capital Advisors, LLC | 1,935 | $48.0K | 0.01% | +722+59.5% | Added |
| Sandy Spring Bank | 1,738 | $44.0K | 0.00% | +1+0.1% | Added |
| Ironwood Financial, llc | 1,666 | $42.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,639 | $41.0K | 0.00% | −444−21.3% | Reduced |
| Column Capital Advisors, LLC | 1,334 | $34.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,300 | $33.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Strategic Asset Management, LLC | 1,000 | $26.0K | 0.04% | +1,000 | New |
| 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 |
| JFS Wealth Advisors, LLC | 950 | $24.0K | 0.00% | +300+46.2% | Added |
| Truvestments Capital LLC | 890 | $23.0K | 0.01% | +4+0.5% | Added |
| Kelly Financial Services LLC | 807 | $20.4K | 0.01% | −21,069−96.3% | Reduced |
| Koshinski Asset Management, Inc. | 800 | $20.2K | 0.00% | +800 | New |
| 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 |
| Spire Wealth Management | 735 | $19.0K | 0.00% | −150−16.9% | Reduced |
| 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 |
| Motco | 688 | $17.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 644 | $16.0K | 0.00% | +3+0.5% | Added |
| Washington Trust Co | 591 | $15.0K | 0.00% | +432+271.7% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 350 | $8.86K | 0.00% | +250+250.0% | Added |
| 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 |
| Resolute Partners Group | 257 | $7.00K | 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 |