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, Q1 2022
Institutional positions in Gen Digital Inc. as of Mar 31, 2022. 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
- 592
- +37 vs. Q4 2021
- Shares held
- 573.7M
- +20.5M (+3.7%) vs. Q4 2021
- Total value
- $15.2B
- +$849.9M (+5.9%) vs. Q4 2021
- New holders
- 86
- 222 more added
- Sold out
- 49
- 194 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 671 | $18.0K | 0.00% | +671 | New |
| Castleview Partners, LLC | 653 | $17.0K | 0.01% | −16,311−96.2% | Reduced |
| Washington Trust Co | 591 | $16.0K | 0.00% | 00.0% | Unchanged |
| Motco | 572 | $15.0K | 0.00% | −116−16.9% | Reduced |
| Riverview Trust Co | 584 | $15.0K | 0.01% | +584 | New |
| Geneos Wealth Management Inc. | 559 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 533 | $14.0K | 0.00% | +55+11.5% | Added |
| Hazlett, Burt & Watson, Inc. | 541 | $14.0K | 0.01% | +541 | New |
| Enterprise Trust & Investment Co | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 468 | $12.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 449 | $12.0K | 0.00% | −7−1.5% | Reduced |
| Concord Wealth Partners | 439 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 397 | $11.0K | 0.01% | −60−13.1% | Reduced |
| Rocky Mountain Advisers, LLC | 400 | $11.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 390 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 390 | $10.0K | 0.00% | +152+63.9% | Added |
| Private Capital Group, LLC | 345 | $9.00K | 0.00% | −432−55.6% | Reduced |
| Penserra Capital Management LLC | 372 | $9.00K | 0.00% | −222−37.4% | Reduced |
| Smithfield Trust Co | 330 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 329 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 337 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 342 | $9.00K | 0.00% | +40+13.2% | Added |
| Lindbrook Capital, LLC | 349 | $9.00K | 0.00% | +48+15.9% | Added |
| TCI Wealth Advisors, Inc. | 297 | $8.00K | 0.00% | −148−33.3% | Reduced |
| Country Trust Bank | 299 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 309 | $8.00K | 0.00% | −18−5.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 296 | $8.00K | 0.00% | +196+196.0% | Added |
| NewSquare Capital LLC | 290 | $8.00K | 0.00% | +290 | New |
| Beacon Capital Management, LLC | 315 | $8.00K | 0.00% | +315 | New |
| Capital Advisors, Ltd. LLC | 253 | $7.00K | 0.00% | +2+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 258 | $7.00K | 0.00% | +227+732.3% | Added |
| Sutton Wealth Advisors Inc. | 247 | $6.55K | 0.00% | +21+9.3% | Added |
| Atlas Capital Advisors LLC | 229 | $6.07K | 0.00% | +124+118.1% | Added |
| 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 |
| MV Capital Management, Inc. | 221 | $6.00K | 0.00% | +57+34.8% | Added |
| Stonebridge Capital Advisors LLC | 196 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 170 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 184 | $5.00K | 0.00% | +184 | New |
| Twin Tree Management, LP | 196 | $5.00K | 0.00% | +196 | New |
| Trustcore Financial Services, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Capital Advisory Group Advisory Services, LLC | 170 | $5.00K | 0.00% | +170 | New |
| American Portfolios Advisors | 174 | $4.61K | 0.00% | −90−34.1% | Reduced |
| Howe & Rusling Inc | 164 | $4.00K | 0.00% | +16+10.8% | Added |
| Oakworth Capital, Inc. | 145 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 152 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 161 | $4.00K | 0.00% | +44+37.6% | Added |
| GW&K Investment Management, LLC | 143 | $4.00K | 0.00% | +143 | New |
| Clean Yield Group | 100 | $3.00K | 0.00% | −700−87.5% | Reduced |
| Salem Investment Counselors Inc | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 122 | $3.00K | 0.00% | +18+17.3% | Added |
| Fieldpoint Private Securities, LLC | 97 | $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 |
| City State Bank | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 105 | $3.00K | 0.00% | +66+169.2% | Added |
| Brown Brothers Harriman & Co | 108 | $3.00K | 0.00% | +108 | New |
| Old Second National Bank of Aurora | 121 | $3.00K | 0.00% | +121 | New |
| Cordant, Inc. | 103 | $3.00K | 0.00% | +103 | New |
| Karlinski Andrew C | 104 | $3.00K | 0.01% | +104 | New |
| Anchor Investment Management, LLC | 100 | $2.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 83 | $2.20K | 0.00% | +37+80.4% | Added |
| Harbor Investment Advisory, LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 87 | $2.00K | 0.00% | +62+248.0% | Added |
| Schubert & Co | 61 | $2.00K | 0.00% | +18+41.9% | Added |
| Curi Capital | 100 | $2.00K | 0.00% | +100 | New |
| Exane Derivatives | 56 | $1.49K | 0.00% | −2,818−98.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 45 | $1.00K | 0.00% | −45−50.0% | 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 |
| PSI Advisors, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 42 | $1.00K | 0.00% | +36+600.0% | Added |
| HC Financial Advisors Inc | 50 | $1.00K | 0.00% | +50 | New |
| HighMark Wealth Management LLC | 40 | $1.00K | 0.00% | +40 | New |
| GoalVest Advisory LLC | 20 | $1.00K | 0.00% | +20 | New |
| CFS Investment Advisory Services, LLC | 22,993 | $1.00K | 0.00% | +22,993 | New |
| TCWP LLC | 64 | $1.00K | 0.00% | +64 | New |
| Psagot Value Holdings Ltd. / (Israel) | 38 | $1.00K | 0.00% | +38 | New |
| West Paces Advisors Inc. | 17 | $451 | 0.00% | +17 | New |
| WestEnd Advisors, LLC | – | $132 | 0.00% | – | – |
| Parallax Volatility Advisers, L.P. | 11 | $0 | 0.00% | −6,533−99.8% | Reduced |
| Evoke Wealth, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $0 | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 9 | $0 | 0.00% | +9 | New |
| Sofos Investments, Inc. | 216 | – | – | −18−7.7% | Reduced |
| Baupost Group LLCSuperinvestorBaupost Group | 0 | $0 | 0.00% | −5,780,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −724,038−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −437,288−100.0% | Sold out |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −390,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −208,107−100.0% | Sold out |
| Kent Lake Capital LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −169,699−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −136,238−100.0% | Sold out |