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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 337 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 329 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 301 | $8.00K | 0.00% | −43−12.5% | Reduced |
| Country Trust Bank | 299 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 327 | $8.00K | 0.00% | −8−2.4% | Reduced |
| Glassman Wealth Services | 302 | $8.00K | 0.00% | +82+37.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $8.00K | 0.00% | +302 | New |
| Jefferies Group LLC | 300 | $7.79K | 0.00% | −21,657−98.6% | Reduced |
| Carroll Financial Associates, Inc. | 285 | $7.00K | 0.00% | +263+1,195.5% | Added |
| Capital Advisors, Ltd. LLC | 251 | $7.00K | 0.00% | +251 | New |
| American Portfolios Advisors | 264 | $6.86K | 0.00% | −86−24.6% | Reduced |
| Delta Asset Management LLC | 246 | $6.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 223 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 238 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 238 | $6.00K | 0.00% | +238 | New |
| Sutton Wealth Advisors Inc. | 226 | $5.87K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 210 | $5.00K | 0.00% | −18−7.9% | Reduced |
| Stonebridge Capital Advisors LLC | 196 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $5.00K | 0.00% | +37+21.6% | Added |
| Highlander Capital Management, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Oakworth Capital, Inc. | 145 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 164 | $4.00K | 0.00% | +1+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 152 | $4.00K | 0.00% | +1+0.7% | Added |
| Howe & Rusling Inc | 148 | $4.00K | 0.00% | +41+38.3% | Added |
| CNB Bank | 135 | $4.00K | 0.00% | +135 | New |
| CVA Family Office, LLC | 170 | $4.00K | 0.00% | +170 | New |
| Parkside Financial Bank & Trust | 117 | $3.00K | 0.00% | −60−33.9% | Reduced |
| Salem Investment Counselors Inc | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 104 | $3.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 129 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 102 | $3.00K | 0.00% | +102 | New |
| City State Bank | 100 | $3.00K | 0.00% | +100 | New |
| Atlas Capital Advisors LLC | 105 | $2.73K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $2.60K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 90 | $2.00K | 0.00% | −459−83.6% | Reduced |
| Prestige Wealth Management Group LLC | 77 | $2.00K | 0.00% | −40−34.2% | Reduced |
| Harbor Investment Advisory, LLC | 71 | $2.00K | 0.00% | +8+12.7% | Added |
| TD Capital Management LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 90 | $2.00K | 0.00% | +90 | New |
| First Bank & Trust | 63 | $2.00K | 0.00% | +63 | New |
| Raffa Wealth Management, LLC | 46 | $1.20K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 45 | $1.00K | 0.00% | −14,571−99.7% | Reduced |
| ClariVest Asset Management LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $1.00K | 0.00% | +39 | New |
| Bedel Financial Consulting, Inc. | 48 | $1.00K | 0.00% | +48 | New |
| Newbridge Financial Services Group, Inc. | 31 | $1.00K | 0.00% | +31 | New |
| Schubert & Co | 43 | $1.00K | 0.00% | +43 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 45 | $1.00K | 0.00% | +45 | New |
| WestEnd Advisors, LLC | 4 | $103 | 0.00% | – | – |
| Assetmark, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 13 | $0 | 0.00% | +13 | New |
| Cassady Schiller Wealth Management, LLC | 10 | $0 | 0.00% | +10 | New |
| Sandy Cove Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 234 | – | – | +221+1,700.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,033,586−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −441,597−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −394,513−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −328,205−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −313,411−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −297,315−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −277,573−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −227,352−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −195,864−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −172,488−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −80,038−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −78,655−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −58,880−100.0% | Sold out |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −44,811−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −36,069−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −32,462−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −29,475−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −27,453−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −24,704−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,383−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,859−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −17,164−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,797−100.0% | Sold out |
| Profit Investment Management, LLC | 0 | $0 | 0.00% | −13,343−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −12,453−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −12,243−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −9,821−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,532−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −8,995−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,733−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −8,646−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −8,547−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −8,491−100.0% | Sold out |