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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 9,999 | $260.0K | 0.03% | +9,999 | New |
| Fox Run Management, L.L.C. | 9,744 | $253.0K | 0.15% | −9,935−50.5% | Reduced |
| Aspiriant, LLC | 9,704 | $252.0K | 0.01% | +9,704 | New |
| 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 |
| Park Avenue Securities LLC | 9,623 | $250.0K | 0.00% | −11,740−55.0% | 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 |
| Arkadios Wealth Advisors | 9,311 | $242.0K | 0.03% | −4,781−33.9% | Reduced |
| Fulton Bank, N.A. | 9,220 | $240.0K | 0.01% | +41+0.4% | Added |
| IBM Retirement Fund | 9,172 | $238.0K | 0.03% | −6,390−41.1% | 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 |
| Alphasimplex Group, LLC | 9,013 | $234.0K | 0.40% | −7,290−44.7% | Reduced |
| SeaCrest Wealth Management, LLC | 8,742 | $227.0K | 0.02% | −11,670−57.2% | Reduced |
| Ashford Capital Management Inc | 8,620 | $224.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,591 | $223.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 8,161 | $212.0K | 0.02% | +61+0.8% | Added |
| Dark Forest Capital Management LP | 7,952 | $207.0K | 0.08% | +7,594+2,121.2% | Added |
| Ameritas Investment Partners, Inc. | 7,922 | $206.0K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 7,900 | $205.0K | 0.02% | −770−8.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,800 | $202.6K | 0.10% | +7,800 | New |
| Foyston, Gordon, & Payne Inc | 7,707 | $200.0K | 0.05% | +7,707 | New |
| MUFG Americas Holdings Corp | 7,443 | $193.0K | 0.00% | −29−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 7,089 | $184.0K | 0.00% | +1,663+30.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,596 | $173.0K | 0.00% | −1,108−14.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,544 | $170.0K | 0.00% | +2,725+71.4% | Added |
| Fifth Third Bancorp | 5,887 | $153.0K | 0.00% | +2,665+82.7% | Added |
| NuWave Investment Management, LLC | 5,725 | $149.0K | 0.17% | +4,751+487.8% | Added |
| Reilly Financial Advisors, LLC | 5,345 | $139.0K | 0.01% | +533+11.1% | Added |
| AIA Group Ltd | 5,079 | $132.0K | 0.01% | +5,079 | New |
| Montag A & Associates Inc | 4,800 | $125.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 4,600 | $120.0K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,618 | $119.0K | 0.01% | +4,618 | New |
| Sentry Investment Management LLC | 4,224 | $110.0K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,160 | $108.0K | 0.00% | +42+1.0% | Added |
| Parallel Advisors, LLC | 3,854 | $100.0K | 0.00% | −128−3.2% | Reduced |
| NEXT Financial Group, Inc | 3,719 | $97.0K | 0.01% | −15−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,619 | $93.0K | 0.00% | −1,231−25.4% | Reduced |
| Huntington National Bank | 3,344 | $87.0K | 0.00% | +111+3.4% | 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 |
| 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 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,873 | $75.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2,874 | $74.7K | 0.02% | +2,803+3,947.9% | Added |
| DuPont Capital Management Corp | 2,840 | $74.0K | 0.00% | −2,191−43.5% | Reduced |
| Barnett & Company, Inc. | 2,600 | $68.0K | 0.05% | 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 |
| Central Trust Co | 2,451 | $64.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,270 | $59.0K | 0.00% | −262−10.3% | Reduced |
| CoreCap Advisors, LLC | 2,073 | $54.0K | 0.00% | +2,073 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $52.0K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,865 | $48.0K | 0.00% | +1,865 | New |
| Signaturefd, LLC | 1,796 | $47.0K | 0.00% | +157+9.6% | Added |
| Umb Bank N A | 1,731 | $45.0K | 0.00% | +1,731 | New |
| Sandy Spring Bank | 1,636 | $42.0K | 0.00% | −102−5.9% | Reduced |
| Allworth Financial LP | 1,509 | $39.0K | 0.00% | −416−21.6% | Reduced |
| Signet Financial Management, LLC | 1,479 | $38.0K | 0.01% | +1,479 | New |
| Column Capital Advisors, LLC | 1,370 | $36.0K | 0.01% | +36+2.7% | Added |
| Rosenberg Matthew Hamilton | 1,300 | $34.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,198 | $31.0K | 0.00% | +554+86.0% | Added |
| Lazard Asset Management LLC | 1,189 | $30.0K | 0.00% | −58,353−98.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $28.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,089 | $28.0K | 0.00% | +1,089 | New |
| JFS Wealth Advisors, LLC | 1,045 | $27.0K | 0.00% | +95+10.0% | Added |
| Strategic Asset Management, LLC | 1,000 | $26.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 991 | $26.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 965 | $25.0K | 0.01% | +75+8.4% | Added |
| KB Financial Partners, LLC | 907 | $24.0K | 0.01% | +907 | New |
| Washington Trust Advisors, Inc. | 875 | $23.0K | 0.00% | +875 | New |
| Kelly Financial Services LLC | 811 | $21.1K | 0.01% | +4+0.5% | Added |
| Clean Yield Group | 800 | $21.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 800 | $20.8K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 777 | $20.0K | 0.00% | −1,558−66.7% | Reduced |
| Northern Oak Wealth Management Inc | 730 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 722 | $19.0K | 0.01% | 00.0% | Unchanged |
| Motco | 688 | $18.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 687 | $18.0K | 0.00% | +587+587.0% | Added |
| Walleye Trading LLC | 561 | $15.0K | 0.00% | −11,055−95.2% | Reduced |
| Washington Trust Co | 591 | $15.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 594 | $15.0K | 0.00% | +6+1.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 544 | $15.0K | 0.01% | +544 | New |
| Geneos Wealth Management Inc. | 559 | $14.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 500 | $13.0K | 0.00% | +500 | New |
| Covestor Ltd | 508 | $13.0K | 0.02% | +508 | New |
| Quadrant Capital Group LLC | 478 | $12.0K | 0.00% | −35−6.8% | Reduced |
| Gemmer Asset Management LLC | 468 | $12.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 456 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 445 | $12.0K | 0.00% | +57+14.7% | Added |
| Tyler-Stone Wealth Management | 457 | $12.0K | 0.01% | +457 | New |
| Concord Wealth Partners | 439 | $11.0K | 0.00% | +277+171.0% | Added |
| Earnest Partners LLC | 390 | $10.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 355 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $10.0K | 0.01% | +400 | New |
| Loomis Sayles & Co L P | 348 | $9.00K | 0.00% | −437−55.7% | Reduced |
| Smithfield Trust Co | 330 | $9.00K | 0.00% | −70−17.5% | Reduced |