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, Q2 2022
Institutional positions in Gen Digital Inc. as of Jun 30, 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
- 580
- −2 vs. Q1 2022
- Shares held
- 542.1M
- −29.4M (−5.1%) vs. Q1 2022
- Total value
- $11.9B
- −$3.24B (−21.4%) vs. Q1 2022
- New holders
- 69
- 219 more added
- Sold out
- 71
- 218 more reduced
10 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mach-1 Financial Group, Inc. | 500 | $10.0K | 0.01% | +500 | New |
| Rocky Mountain Advisers, LLC | 400 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 399 | $9.00K | 0.01% | +2+0.5% | Added |
| Earnest Partners LLC | 390 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 393 | $9.00K | 0.00% | +44+12.6% | Added |
| Private Trust Co NA | 409 | $9.00K | 0.00% | +409 | New |
| Bell Investment Advisors, Inc | 388 | $9.00K | 0.00% | +388 | New |
| Atlas Capital Advisors LLC | 407 | $8.94K | 0.00% | +178+77.7% | Added |
| Beacon Capital Management, LLC | 315 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 335 | $7.00K | 0.00% | −400−54.4% | Reduced |
| Smithfield Trust Co | 330 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 329 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 321 | $7.00K | 0.00% | −21−6.1% | Reduced |
| Country Trust Bank | 299 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 297 | $7.00K | 0.00% | +1+0.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $7.00K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 300 | $7.00K | 0.01% | +300 | New |
| Private Capital Group, LLC | 281 | $6.00K | 0.00% | −64−18.6% | Reduced |
| NewSquare Capital LLC | 290 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 295 | $6.00K | 0.00% | +42+16.6% | Added |
| Zions Bancorporation, N.A. | 263 | $6.00K | 0.00% | +141+115.6% | Added |
| Ronald Blue Trust, Inc. | 230 | $6.00K | 0.00% | +230 | New |
| C M Bidwell & Associates Ltd | 223 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 238 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 202 | $4.44K | 0.00% | −45−18.2% | Reduced |
| Highlander Capital Management, LLC | 200 | $4.00K | 0.00% | −8,000−97.6% | Reduced |
| Stonebridge Capital Advisors LLC | 196 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 170 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 175 | $4.00K | 0.00% | +175 | New |
| Money Concepts Capital Corp | 145 | $3.00K | 0.00% | −1,660−92.0% | Reduced |
| Concord Wealth Partners | 158 | $3.00K | 0.00% | −281−64.0% | Reduced |
| Howe & Rusling Inc | 152 | $3.00K | 0.00% | −12−7.3% | Reduced |
| Oakworth Capital, Inc. | 145 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 153 | $3.00K | 0.00% | +1+0.7% | Added |
| CNB Bank | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 121 | $3.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 129 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 154 | $3.00K | 0.00% | +77+100.0% | Added |
| Crewe Advisors LLC | 132 | $3.00K | 0.00% | +132 | New |
| American Portfolios Advisors | 124 | $2.72K | 0.00% | −50−28.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 88 | $2.00K | 0.00% | −170−65.9% | Reduced |
| MV Capital Management, Inc. | 109 | $2.00K | 0.00% | −112−50.7% | Reduced |
| GW&K Investment Management, LLC | 109 | $2.00K | 0.00% | −34−23.8% | Reduced |
| Parkside Financial Bank & Trust | 95 | $2.00K | 0.00% | −66−41.0% | Reduced |
| Salem Investment Counselors Inc | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 102 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $2.00K | 0.00% | −32−30.5% | Reduced |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 105 | $2.00K | 0.00% | +1+1.0% | Added |
| Harbor Investment Advisory, LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 74 | $2.00K | 0.00% | −13−14.9% | Reduced |
| Curi Capital | 101 | $2.00K | 0.00% | +1+1.0% | Added |
| Schubert & Co | 71 | $2.00K | 0.00% | +10+16.4% | Added |
| Evoke Wealth, LLC | 90 | $2.00K | 0.00% | +73+429.4% | Added |
| Loomis Sayles & Co L P | 73 | $2.00K | 0.00% | +73 | New |
| Covington Capital Management | 78 | $2.00K | 0.00% | +78 | New |
| Tfo-TDC, LLC | 75 | $2.00K | 0.00% | +75 | New |
| Exane Derivatives | 56 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $1.01K | 0.00% | −37−44.6% | Reduced |
| KB Financial Partners, LLC | 64 | $1.00K | 0.00% | −846−93.0% | Reduced |
| First Bank & Trust | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 52 | $1.00K | 0.00% | +1+2.0% | Added |
| HighMark Wealth Management LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 26 | $1.00K | 0.00% | +26 | New |
| WestEnd Advisors, LLC | 5 | $109 | 0.00% | – | – |
| Steward Financial Group LLC | 42 | $0 | 0.00% | −1,160−96.5% | Reduced |
| TCI Wealth Advisors, Inc. | 6 | $0 | 0.00% | −291−98.0% | Reduced |
| Fieldpoint Private Securities, LLC | 15 | $0 | 0.00% | −82−84.5% | Reduced |
| Assetmark, Inc | 4 | $0 | 0.00% | −38−90.5% | Reduced |
| PSI Advisors, LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3 | $0 | 0.00% | +3 | New |
| Gradient Investments LLC | 22 | $0 | 0.00% | +22 | New |
| Charter Oak Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Castleview Partners, LLC | 1,027 | – | – | +374+57.3% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Sofos Investments, Inc. | 198 | – | – | −18−8.3% | Reduced |
| Brahman Capital Corp. | 0 | $0 | 0.00% | −994,715−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −118,001−100.0% | Sold out |
| Swarthmore Group Inc | 0 | $0 | 0.00% | −111,137−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −88,680−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −83,894−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −76,704−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −68,129−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −55,687−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −50,154−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −43,009−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −37,339−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −37,209−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −33,369−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −32,700−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −31,090−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −29,990−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −26,975−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −25,911−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −18,466−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −17,028−100.0% | Sold out |