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Livermore
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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, Q4 2021

Institutional positions in Gen Digital Inc. as of Dec 31, 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
563
+19 vs. Q3 2021
Shares held
553.6M
+6.90M (+1.3%) vs. Q3 2021
Total value
$14.4B
+$551.1M (+4.0%) vs. Q3 2021
New holders
80
191 more added
Sold out
61
199 more reduced

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 563 institutions
Q1 2021: 525 institutionsQ2 2021: 556 institutionsQ3 2021: 548 institutionsQ4 2021: 563 institutionsQ1 2022: 592 institutionsQ2 2022: 580 institutionsQ3 2022: 566 institutionsQ4 2022: 546 institutionsQ1 2023: 539 institutionsQ2 2023: 521 institutionsQ3 2023: 535 institutionsQ4 2023: 548 institutionsQ1 2024: 539 institutionsQ2 2024: 569 institutionsQ3 2024: 589 institutionsQ4 2024: 655 institutionsQ1 2025: 644 institutionsQ2 2025: 654 institutionsQ3 2025: 676 institutionsQ4 2025: 689 institutionsQ1 2026: 673 institutionsQ2 2026: 687 institutions
Value heldQ4 2021: $14.4B
Q1 2021: $11.2BQ2 2021: $14.6BQ3 2021: $13.8BQ4 2021: $14.4BQ1 2022: $15.2BQ2 2022: $11.9BQ3 2022: $10.9BQ4 2022: $11.3BQ1 2023: $9.11BQ2 2023: $9.69BQ3 2023: $9.19BQ4 2023: $11.8BQ1 2024: $11.7BQ2 2024: $13.1BQ3 2024: $14.2BQ4 2024: $14.0BQ1 2025: $14.0BQ2 2025: $15.6BQ3 2025: $14.9BQ4 2025: $14.5BQ1 2026: $9.98BQ2 2026: $13.6B
Institutions holding GEN and their total value by quarter
QuarterHoldersValue
Q2 2026687$13.6B
Q1 2026673$9.98B
Q4 2025689$14.5B
Q3 2025676$14.9B
Q2 2025654$15.6B
Q1 2025644$14.0B
Q4 2024655$14.0B
Q3 2024589$14.2B
Q2 2024569$13.1B
Q1 2024539$11.7B
Q4 2023548$11.8B
Q3 2023535$9.19B
Q2 2023521$9.69B
Q1 2023539$9.11B
Q4 2022546$11.3B
Q3 2022566$10.9B
Q2 2022580$11.9B
Q1 2022592$15.2B
Q4 2021563$14.4B
Q3 2021548$13.8B
Q2 2021556$14.6B
Q1 2021525$11.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q3 2021.

Institutions holding GEN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Assetmark, Inc6$00.00%00.0%Unchanged
Evoke Wealth, LLC17$00.00%00.0%Unchanged
Cambridge Trust Co13$00.00%+13New
Cassady Schiller Wealth Management, LLC10$00.00%+10New
Sandy Cove Advisors, LLC5$00.00%+5New
WestEnd Advisors, LLC4$1030.00%––
TD Ameritrade Investment Management, LLC45$1.00K0.00%−14,571−99.7%Reduced
ClariVest Asset Management LLC38$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc51$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.50$1.00K0.00%00.0%Unchanged
PSI Advisors, LLC23$1.00K0.00%00.0%Unchanged
Disciplined Investments, LLC25$1.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC56$1.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC39$1.00K0.00%+39New
Bedel Financial Consulting, Inc.48$1.00K0.00%+48New
Newbridge Financial Services Group, Inc.31$1.00K0.00%+31New
Schubert & Co43$1.00K0.00%+43New
Dixon Hughes Goodman Wealth Advisors LLC45$1.00K0.00%+45New
Raffa Wealth Management, LLC46$1.20K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC90$2.00K0.00%−459−83.6%Reduced
Prestige Wealth Management Group LLC77$2.00K0.00%−40−34.2%Reduced
Harbor Investment Advisory, LLC71$2.00K0.00%+8+12.7%Added
TD Capital Management LLC74$2.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC90$2.00K0.00%+90New
First Bank & Trust63$2.00K0.00%+63New
Anchor Investment Management, LLC100$2.60K0.00%00.0%Unchanged
Atlas Capital Advisors LLC105$2.73K0.00%00.0%Unchanged
Parkside Financial Bank & Trust117$3.00K0.00%−60−33.9%Reduced
Salem Investment Counselors Inc112$3.00K0.00%00.0%Unchanged
Hartford Financial Management Inc.100$3.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.104$3.00K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.129$3.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC100$3.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC97$3.00K0.00%00.0%Unchanged
Surevest, LLC102$3.00K0.00%+102New
City State Bank100$3.00K0.00%+100New
Oakworth Capital, Inc.145$4.00K0.00%00.0%Unchanged
MV Capital Management, Inc.164$4.00K0.00%+1+0.6%Added
Sugarloaf Wealth Management, LLC152$4.00K0.00%+1+0.7%Added
Howe & Rusling Inc148$4.00K0.00%+41+38.3%Added
CNB Bank135$4.00K0.00%+135New
CVA Family Office, LLC170$4.00K0.00%+170New
NVWM, LLC210$5.00K0.00%−18−7.9%Reduced
Stonebridge Capital Advisors LLC196$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc208$5.00K0.00%+37+21.6%Added
Highlander Capital Management, LLC200$5.00K0.00%+200New
Sutton Wealth Advisors Inc.226$5.87K0.00%00.0%Unchanged
Delta Asset Management LLC246$6.00K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd223$6.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC238$6.00K0.00%00.0%Unchanged
Ellevest, Inc.238$6.00K0.00%+238New
American Portfolios Advisors264$6.86K0.00%−86−24.6%Reduced
Carroll Financial Associates, Inc.285$7.00K0.00%+263+1,195.5%Added
Capital Advisors, Ltd. LLC251$7.00K0.00%+251New
Jefferies Group LLC300$7.79K0.00%−21,657−98.6%Reduced
Lindbrook Capital, LLC301$8.00K0.00%−43−12.5%Reduced
Country Trust Bank299$8.00K0.00%00.0%Unchanged
Front Row Advisors LLC327$8.00K0.00%−8−2.4%Reduced
Glassman Wealth Services302$8.00K0.00%+82+37.3%Added
Mine & Arao Wealth Creation & Management, LLC.302$8.00K0.00%+302New
Loomis Sayles & Co L P348$9.00K0.00%−437−55.7%Reduced
Smithfield Trust Co330$9.00K0.00%−70−17.5%Reduced
Tarbox Family Office, Inc.337$9.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc329$9.00K0.00%00.0%Unchanged
Earnest Partners LLC390$10.0K0.00%00.0%Unchanged
IFP Advisors, Inc355$10.0K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC400$10.0K0.01%+400New
Concord Wealth Partners439$11.0K0.00%+277+171.0%Added
Quadrant Capital Group LLC478$12.0K0.00%−35−6.8%Reduced
Gemmer Asset Management LLC468$12.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC456$12.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.445$12.0K0.00%+57+14.7%Added
Tyler-Stone Wealth Management457$12.0K0.01%+457New
Enterprise Trust & Investment Co500$13.0K0.00%+500New
Covestor Ltd508$13.0K0.02%+508New
Geneos Wealth Management Inc.559$14.0K0.00%00.0%Unchanged
Walleye Trading LLC561$15.0K0.00%−11,055−95.2%Reduced
Washington Trust Co591$15.0K0.00%00.0%Unchanged
Penserra Capital Management LLC594$15.0K0.00%+6+1.0%Added
Comprehensive Financial Consultants Institutional, Inc.544$15.0K0.01%+544New
Motco688$18.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC687$18.0K0.00%+587+587.0%Added
Northern Oak Wealth Management Inc730$19.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.722$19.0K0.01%00.0%Unchanged
Private Capital Group, LLC777$20.0K0.00%−1,558−66.7%Reduced
Koshinski Asset Management, Inc.800$20.8K0.00%00.0%Unchanged
Clean Yield Group800$21.0K0.01%00.0%Unchanged
Kelly Financial Services LLC811$21.1K0.01%+4+0.5%Added
Washington Trust Advisors, Inc.875$23.0K0.00%+875New
KB Financial Partners, LLC907$24.0K0.01%+907New
Truvestments Capital LLC965$25.0K0.01%+75+8.4%Added
Strategic Asset Management, LLC1,000$26.0K0.04%00.0%Unchanged
Key Financial Inc991$26.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC1,045$27.0K0.00%+95+10.0%Added
Kayne Anderson Rudnick Investment Management LLC1,076$28.0K0.00%00.0%Unchanged
Trust Co of Vermont1,089$28.0K0.00%+1,089New
Lazard Asset Management LLC1,189$30.0K0.00%−58,353−98.0%Reduced
Larson Financial Group LLC1,198$31.0K0.00%+554+86.0%Added
Rosenberg Matthew Hamilton1,300$34.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC1,370$36.0K0.01%+36+2.7%Added