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 2022
Institutional positions in Gen Digital Inc. as of Dec 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
- 546
- −7 vs. Q3 2022
- Shares held
- 528.9M
- −9.77M (−1.8%) vs. Q3 2022
- Total value
- $11.3B
- +$481.9M (+4.4%) vs. Q3 2022
- New holders
- 65
- 191 more added
- Sold out
- 72
- 208 more reduced
13 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 2 | $43 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $86 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $176 | 0.00% | −63−88.7% | Reduced |
| Versant Capital Management, Inc | 10 | $214 | 0.00% | +10 | New |
| BerganKDV Wealth Management, LLC | 13 | $279 | 0.00% | +13 | New |
| Delos Wealth Advisors, LLC | 14 | $300 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $300 | 0.00% | +14 | New |
| TCI Wealth Advisors, Inc. | 22 | $471 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 22 | $481 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 23 | $484 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 31 | $664 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 31 | $664 | 0.00% | +31 | New |
| Baker Avenue Asset Management, LP | 33 | $707 | 0.00% | +33 | New |
| HighMark Wealth Management LLC | 41 | $875 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $986 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 74 | $1.00K | 0.00% | −12,922−99.4% | Reduced |
| ClariVest Asset Management LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $1.01K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 52 | $1.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 53 | $1.14K | 0.00% | +26+96.3% | Added |
| Beacon Capital Management, LLC | 55 | $1.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 57 | $1.22K | 0.00% | +57 | New |
| EWG Elevate Inc. | 58 | $1.24K | 0.00% | +58 | New |
| Abound Wealth Management | 61 | $1.31K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $1.59K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 75 | $1.61K | 0.00% | −25−25.0% | Reduced |
| Proequities, Inc. | 80 | $1.71K | 0.00% | +5+6.7% | Added |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $2.14K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $2.14K | 0.00% | +100 | New |
| My Personal CFO, LLC | 105 | $2.25K | 0.00% | +105 | New |
| DT Investment Partners, LLC | 106 | $2.27K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 112 | $2.40K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 114 | $2.44K | 0.00% | −38,799−99.7% | Reduced |
| Schubert & Co | 120 | $2.57K | 0.00% | +32+36.4% | Added |
| Old Second National Bank of Aurora | 121 | $2.59K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 133 | $2.85K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 145 | $3.11K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 155 | $3.31K | 0.00% | +1+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 158 | $3.40K | 0.00% | +158 | New |
| Dark Forest Capital Management LP | 164 | $3.52K | 0.00% | −497−75.2% | Reduced |
| CVA Family Office, LLC | 180 | $3.86K | 0.00% | +10+5.9% | Added |
| Trustcore Financial Services, LLC | 200 | $4.29K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 206 | $4.42K | 0.00% | +69+50.4% | Added |
| MV Capital Management, Inc. | 209 | $4.48K | 0.00% | +8+4.0% | Added |
| Sutton Wealth Advisors Inc. | 217 | $4.65K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 223 | $4.78K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 246 | $5.27K | 0.00% | +246 | New |
| Parkside Financial Bank & Trust | 256 | $5.49K | 0.00% | −19−6.9% | Reduced |
| Capital Advisors, Ltd. LLC | 269 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 290 | $6.21K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 298 | $6.38K | 0.00% | +1+0.3% | Added |
| Prestige Wealth Management Group LLC | 301 | $6.45K | 0.00% | +203+207.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $6.47K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 312 | $6.69K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 314 | $6.73K | 0.00% | +29+10.2% | Added |
| Glassman Wealth Services | 319 | $6.84K | 0.00% | −29−8.3% | Reduced |
| Smithfield Trust Co | 330 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 337 | $7.22K | 0.00% | −93−21.6% | Reduced |
| Geneos Wealth Management Inc. | 355 | $7.61K | 0.00% | −100−22.0% | Reduced |
| Private Trust Co NA | 372 | $8.00K | 0.00% | −37−9.0% | Reduced |
| Spire Wealth Management | 379 | $8.00K | 0.00% | +44+13.1% | Added |
| Bell Investment Advisors, Inc | 382 | $8.19K | 0.00% | −216−36.1% | Reduced |
| Earnest Partners LLC | 390 | $8.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $8.44K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 400 | $8.57K | 0.00% | +400 | New |
| Atlas Capital Advisors LLC | 407 | $8.72K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 414 | $8.87K | 0.00% | +414 | New |
| Rocky Mountain Advisers, LLC | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 422 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 401 | $9.00K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 483 | $10.4K | 0.97% | +483 | New |
| Cary Street Partners Asset Management LLC | 500 | $10.7K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 500 | $10.7K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 500 | $10.8K | 0.00% | +500 | New |
| Ronald Blue Trust, Inc. | 576 | $11.0K | 0.00% | +160+38.5% | Added |
| Colonial Trust Advisors | 514 | $11.0K | 0.00% | +514 | New |
| Institutional & Family Asset Management, LLC | 538 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 569 | $12.0K | 0.00% | −2,031−78.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 541 | $12.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 538 | $12.0K | 0.01% | +6+1.1% | Added |
| Castleview Partners, LLC | 653 | $14.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 677 | $14.5K | 0.00% | +38+5.9% | Added |
| GHP Investment Advisors, Inc. | 704 | $15.1K | 0.00% | +2+0.3% | Added |
| Massmutual Trust Co FSB | 752 | $16.0K | 0.00% | −11,384−93.8% | Reduced |
| Silicon Valley Capital Partners | 754 | $16.2K | 0.00% | +754 | New |
| TD Private Client Wealth LLC | 766 | $16.4K | 0.00% | +193+33.7% | Added |
| Kelly Financial Services LLC | 829 | $17.8K | 0.01% | +5+0.6% | Added |
| Belpointe Asset Management LLC | 862 | $18.5K | 0.00% | +862 | New |
| Truvestments Capital LLC | 914 | $19.6K | 0.01% | +5+0.6% | Added |
| Key Financial Inc | 991 | $20.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 936 | $20.1K | 0.00% | −46−4.7% | Reduced |
| Trust Co of Vermont | 1,000 | $21.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,012 | $21.7K | 0.01% | −8,557−89.4% | Reduced |
| Quadrant Capital Group LLC | 1,058 | $22.7K | 0.00% | +178+20.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $23.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,161 | $24.9K | 0.00% | +114+10.9% | Added |
| Colonial Trust Co | 1,214 | $25.8K | 0.01% | +1,214 | New |
| Larson Financial Group LLC | 1,227 | $26.3K | 0.00% | +18+1.5% | Added |