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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signet Financial Management, LLC | 1,479 | $38.0K | 0.01% | +1,479 | New |
| Allworth Financial LP | 1,509 | $39.0K | 0.00% | −416−21.6% | Reduced |
| Sandy Spring Bank | 1,636 | $42.0K | 0.00% | −102−5.9% | Reduced |
| Umb Bank N A | 1,731 | $45.0K | 0.00% | +1,731 | New |
| Signaturefd, LLC | 1,796 | $47.0K | 0.00% | +157+9.6% | Added |
| Desjardins Global Asset Management Inc. | 1,865 | $48.0K | 0.00% | +1,865 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $52.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,073 | $54.0K | 0.00% | +2,073 | New |
| Whittier Trust Co | 2,270 | $59.0K | 0.00% | −262−10.3% | Reduced |
| Central Trust Co | 2,451 | $64.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,500 | $65.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,500 | $65.0K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 2,600 | $68.0K | 0.05% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,840 | $74.0K | 0.00% | −2,191−43.5% | Reduced |
| Exane Derivatives | 2,874 | $74.7K | 0.02% | +2,803+3,947.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,873 | $75.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,961 | $77.0K | 0.00% | −1,576−34.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,966 | $77.0K | 0.00% | +402+15.7% | Added |
| Heritage Wealth Advisors | 3,005 | $78.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 3,000 | $78.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 3,344 | $87.0K | 0.00% | +111+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 3,619 | $93.0K | 0.00% | −1,231−25.4% | Reduced |
| NEXT Financial Group, Inc | 3,719 | $97.0K | 0.01% | −15−0.4% | Reduced |
| Parallel Advisors, LLC | 3,854 | $100.0K | 0.00% | −128−3.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,160 | $108.0K | 0.00% | +42+1.0% | Added |
| Sentry Investment Management LLC | 4,224 | $110.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,618 | $119.0K | 0.01% | +4,618 | New |
| Investors Research Corp | 4,600 | $120.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,800 | $125.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 5,079 | $132.0K | 0.01% | +5,079 | New |
| Reilly Financial Advisors, LLC | 5,345 | $139.0K | 0.01% | +533+11.1% | Added |
| NuWave Investment Management, LLC | 5,725 | $149.0K | 0.17% | +4,751+487.8% | Added |
| Fifth Third Bancorp | 5,887 | $153.0K | 0.00% | +2,665+82.7% | Added |
| Parallax Volatility Advisers, L.P. | 6,544 | $170.0K | 0.00% | +2,725+71.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,596 | $173.0K | 0.00% | −1,108−14.4% | Reduced |
| Rockefeller Capital Management L.P. | 7,089 | $184.0K | 0.00% | +1,663+30.6% | Added |
| MUFG Americas Holdings Corp | 7,443 | $193.0K | 0.00% | −29−0.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 7,707 | $200.0K | 0.05% | +7,707 | New |
| Brown, Lisle/Cummings, Inc. | 7,800 | $202.6K | 0.10% | +7,800 | New |
| Fukoku Mutual Life Insurance Co | 7,900 | $205.0K | 0.02% | −770−8.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,922 | $206.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 7,952 | $207.0K | 0.08% | +7,594+2,121.2% | Added |
| Clear Street Markets LLC | 8,161 | $212.0K | 0.02% | +61+0.8% | Added |
| AdvisorNet Financial, Inc | 8,591 | $223.0K | 0.01% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 8,620 | $224.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,742 | $227.0K | 0.02% | −11,670−57.2% | Reduced |
| Alphasimplex Group, LLC | 9,013 | $234.0K | 0.40% | −7,290−44.7% | Reduced |
| Stephens Inc | 9,093 | $236.0K | 0.00% | −4,159−31.4% | Reduced |
| Shell Asset Management Co | 9,095 | $236.0K | 0.00% | −864−8.7% | Reduced |
| 6 Meridian | 9,099 | $236.0K | 0.02% | +45+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 9,085 | $236.0K | 0.00% | +519+6.1% | Added |
| IBM Retirement Fund | 9,172 | $238.0K | 0.03% | −6,390−41.1% | Reduced |
| Fulton Bank, N.A. | 9,220 | $240.0K | 0.01% | +41+0.4% | Added |
| Arkadios Wealth Advisors | 9,311 | $242.0K | 0.03% | −4,781−33.9% | Reduced |
| IndexIQ Advisors LLC | 9,431 | $245.0K | 0.01% | −240−2.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,445 | $245.0K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,623 | $250.0K | 0.00% | −11,740−55.0% | Reduced |
| Ballentine Partners, LLC | 9,672 | $251.0K | 0.01% | −4,693−32.7% | Reduced |
| Profund Advisors LLC | 9,663 | $251.0K | 0.01% | +231+2.4% | Added |
| Aspiriant, LLC | 9,704 | $252.0K | 0.01% | +9,704 | New |
| Fox Run Management, L.L.C. | 9,744 | $253.0K | 0.15% | −9,935−50.5% | Reduced |
| Empirical Finance, LLC | 9,999 | $260.0K | 0.03% | +9,999 | New |
| Advisor Partners LLC | 10,039 | $261.0K | 0.02% | +313+3.2% | Added |
| Schechter Investment Advisors, LLC | 10,386 | $270.0K | 0.02% | +10,386 | New |
| XTX Topco Ltd | 10,534 | $274.0K | 0.15% | +1,537+17.1% | Added |
| AE Wealth Management LLC | 10,657 | $277.0K | 0.00% | +348+3.4% | Added |
| NCM Capital Management, LLC | 10,800 | $281.0K | 0.25% | +10,800 | New |
| Ontario Teachers Pension Plan Board | 10,838 | $282.0K | 0.00% | +10,838 | New |
| Banque Cantonale Vaudoise | 11,191 | $290.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 11,231 | $292.0K | 0.00% | −204−1.8% | Reduced |
| Ziegler Capital Management, LLC | 12,245 | $310.0K | 0.01% | −6,431−34.4% | Reduced |
| LS Investment Advisors, LLC | 12,000 | $312.0K | 0.05% | −156−1.3% | Reduced |
| Platform Technology Partners | 12,424 | $323.0K | 0.14% | +134+1.1% | Added |
| Ancora Advisors, LLC | 12,700 | $330.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 12,900 | $335.0K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 12,947 | $337.0K | 0.03% | −4,450−25.6% | Reduced |
| United Capital Financial Advisers, LLC | 13,057 | $339.0K | 0.00% | +173+1.3% | Added |
| Spire Wealth Management | 13,159 | $342.0K | 0.01% | +12,424+1,690.3% | Added |
| Future Financial Wealth Managment LLC | 12,989 | $342.0K | 0.27% | +12,989 | New |
| Arden Trust Co | 13,290 | $345.0K | 0.06% | −100−0.7% | Reduced |
| Eagle Harbor Asset Management Inc | 13,419 | $348.6K | 0.46% | +13,419 | New |
| Fulton Breakefield Broenniman LLC | 13,574 | $353.0K | 0.03% | −740−5.2% | Reduced |
| Agf Investments Inc. | 13,838 | $360.0K | 0.00% | +6,838+97.7% | Added |
| Erste Asset Management GmbH | 13,700 | $360.2K | 0.01% | +13,700 | New |
| CWM, LLC | 13,996 | $364.0K | 0.00% | +13,996 | New |
| Lombard Odier Asset Management (Switzerland) SA | 14,188 | $369.0K | 0.02% | −2,992−17.4% | Reduced |
| Gladius Capital Management LP | 14,287 | $372.0K | 0.13% | +14,287 | New |
| Ifrah Financial Services, Inc. | 14,500 | $377.0K | 0.10% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 14,502 | $377.0K | 0.24% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 14,556 | $378.0K | 0.01% | −48,610−77.0% | Reduced |
| Advisors Asset Management, Inc. | 14,813 | $384.8K | 0.01% | +10,730+262.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 14,870 | $386.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 14,879 | $387.0K | 0.04% | −1,065−6.7% | Reduced |
| Affinity Investment Advisors, LLC | 15,142 | $393.0K | 0.16% | +1,776+13.3% | Added |
| Vantage Consulting Group Inc | 15,131 | $393.0K | 0.11% | +15,131 | New |
| Syntax Advisors, LLC | 15,131 | $393.0K | 0.29% | +15,131 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,161 | $394.0K | 0.02% | −13,321−46.8% | Reduced |
| Citizens Financial Group Inc | 15,383 | $396.0K | 0.01% | +15,383 | New |
| Everence Capital Management Inc | 15,800 | $410.0K | 0.03% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 15,853 | $412.0K | 0.21% | 00.0% | Unchanged |