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, Q3 2022
Institutional positions in Gen Digital Inc. as of Sep 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
- 566
- −10 vs. Q2 2022
- Shares held
- 539.3M
- −2.81M (−0.5%) vs. Q2 2022
- Total value
- $10.9B
- −$1.06B (−8.9%) vs. Q2 2022
- New holders
- 53
- 262 more added
- Sold out
- 63
- 170 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ergoteles LLC | 141,236 | $0 | 0.00% | +105,363+293.7% | Added |
| WestEnd Advisors, LLC | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Assetmark, Inc | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| Gradient Investments LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 22 | $0 | 0.00% | +16+266.7% | Added |
| PSI Advisors, LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 23 | $0 | 0.00% | +23 | New |
| Segantii Capital Management Ltd | 3 | $0 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 14 | $0 | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 46 | $926 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $1.00K | 0.00% | −123,603−100.0% | Reduced |
| Beacon Capital Management, LLC | 55 | $1.00K | 0.00% | −260−82.5% | Reduced |
| Loomis Sayles & Co L P | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 71 | $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% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 41 | $1.00K | 0.00% | +1+2.5% | Added |
| KB Financial Partners, LLC | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 31 | $1.00K | 0.00% | +31 | New |
| Bourgeon Capital Management LLC | 69 | $1.00K | 0.00% | +69 | New |
| TD Capital Management LLC | 74 | $1.00K | 0.00% | +74 | New |
| Community Bank, N.A. | 40 | $1.00K | 0.00% | +40 | New |
| Standard Family Office LLC | 69 | $1.00K | 0.00% | +69 | New |
| SJS Investment Consulting Inc. | 27 | $1.00K | 0.00% | +27 | New |
| Abound Wealth Management | 61 | $1.23K | 0.00% | +61 | New |
| Howe & Rusling Inc | 120 | $2.00K | 0.00% | −32−21.1% | Reduced |
| Old Second National Bank of Aurora | 121 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 98 | $2.00K | 0.00% | −56−36.4% | Reduced |
| Salem Investment Counselors Inc | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 78 | $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 |
| Disciplined Investments, LLC | 100 | $2.00K | 0.00% | +26+35.1% | Added |
| Newbridge Financial Services Group, Inc. | 89 | $2.00K | 0.00% | +1+1.1% | Added |
| Schubert & Co | 88 | $2.00K | 0.00% | +17+23.9% | Added |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 105 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $2.00K | 0.00% | +72+2,400.0% | Added |
| DT Investment Partners, LLC | 106 | $2.00K | 0.00% | +106 | New |
| Capital Analysts, LLC | 91 | $2.00K | 0.00% | +91 | New |
| American Portfolios Advisors | 124 | $2.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 170 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 145 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 137 | $3.00K | 0.00% | +64+87.7% | Added |
| Goodwin Investment Advisory | 133 | $3.00K | 0.00% | +133 | New |
| C M Bidwell & Associates Ltd | 223 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 196 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 154 | $4.00K | 0.00% | +1+0.7% | Added |
| Crewe Advisors LLC | 195 | $4.00K | 0.00% | +63+47.7% | Added |
| MV Capital Management, Inc. | 201 | $4.00K | 0.00% | +92+84.4% | Added |
| Credential Qtrade Securities Inc. | 213 | $4.29K | 0.00% | +213 | New |
| Sutton Wealth Advisors Inc. | 217 | $4.37K | 0.00% | +15+7.4% | Added |
| Capital Advisors, Ltd. LLC | 269 | $5.00K | 0.00% | −26−8.8% | Reduced |
| Wolff Wiese Magana LLC | 238 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 275 | $5.00K | 0.00% | +180+189.5% | Added |
| Smithfield Trust Co | 330 | $6.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 299 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 297 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 290 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 285 | $6.00K | 0.00% | +22+8.4% | Added |
| CNB Bank | 312 | $6.00K | 0.00% | +177+131.1% | Added |
| Glassman Wealth Services | 348 | $7.00K | 0.00% | +27+8.4% | Added |
| Spire Wealth Management | 335 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 422 | $8.00K | 0.00% | −300−41.6% | Reduced |
| Earnest Partners LLC | 390 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 409 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $8.00K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 401 | $8.00K | 0.01% | +2+0.5% | Added |
| Farmers & Merchants Investments Inc | 394 | $8.00K | 0.00% | +65+19.8% | Added |
| PrairieView Partners, LLC | 380 | $8.00K | 0.00% | +380 | New |
| Atlas Capital Advisors LLC | 407 | $8.20K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 455 | $9.00K | 0.00% | −104−18.6% | Reduced |
| Lindbrook Capital, LLC | 430 | $9.00K | 0.00% | +37+9.4% | Added |
| Old North State Trust, LLC | 462 | $9.00K | 0.01% | +462 | New |
| Ronald Blue Trust, Inc. | 416 | $10.0K | 0.00% | +186+80.9% | Added |
| Cary Street Partners Asset Management LLC | 500 | $10.0K | 0.00% | +500 | New |
| Legend Financial Advisors, Inc. | 500 | $10.1K | 0.01% | +500 | New |
| Covestor Ltd | 532 | $11.0K | 0.01% | −389−42.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 541 | $11.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 538 | $11.0K | 0.00% | +89+19.8% | Added |
| TD Private Client Wealth LLC | 573 | $11.5K | 0.00% | +34+6.3% | Added |
| Riverview Trust Co | 586 | $12.0K | 0.01% | +32+5.8% | Added |
| Bell Investment Advisors, Inc | 598 | $12.0K | 0.00% | +210+54.1% | Added |
| Washington Trust Co | 639 | $13.0K | 0.00% | +48+8.1% | Added |
| Dark Forest Capital Management LP | 661 | $13.0K | 0.00% | +109+19.7% | Added |
| Castleview Partners, LLC | 653 | $13.0K | 0.01% | −374−36.4% | Reduced |
| GHP Investment Advisors, Inc. | 702 | $14.0K | 0.00% | +2+0.3% | Added |
| Kelly Financial Services LLC | 824 | $16.6K | 0.01% | +4+0.5% | Added |
| Truvestments Capital LLC | 909 | $18.0K | 0.01% | +5+0.6% | Added |
| Quadrant Capital Group LLC | 880 | $18.0K | 0.00% | +14+1.6% | Added |
| Trust Co of Vermont | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 991 | $20.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 1,000 | $20.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 982 | $20.0K | 0.00% | +82+9.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,047 | $21.0K | 0.00% | −2,274−68.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $22.0K | 0.00% | −29−2.6% | Reduced |
| Neo Ivy Capital Management | 1,210 | $24.0K | 0.06% | −435−26.4% | Reduced |