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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 217 | $4.37K | 0.00% | +15+7.4% | Added |
| Credential Qtrade Securities Inc. | 213 | $4.29K | 0.00% | +213 | 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 |
| 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 |
| American Portfolios Advisors | 124 | $2.50K | 0.00% | 00.0% | Unchanged |
| 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 |
| Abound Wealth Management | 61 | $1.23K | 0.00% | +61 | New |
| 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 |
| Raffa Wealth Management, LLC | 46 | $926 | 0.00% | 00.0% | Unchanged |
| 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 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 180 | – | – | −18−9.1% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,209,866−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −1,099,587−100.0% | Sold out |
| 59 North Capital Management, LP | 0 | $0 | 0.00% | −898,716−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −761,364−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −449,196−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −440,576−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −376,553−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −376,078−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −362,895−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −331,364−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −190,518−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −134,031−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −130,198−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −91,480−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −86,300−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −65,232−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −58,200−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −56,997−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −49,506−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −41,965−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −30,198−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −29,188−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −29,032−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −21,896−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −20,687−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −18,811−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −14,669−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −15,368−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −12,778−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −12,766−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −11,872−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −11,542−100.0% | Sold out |