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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 7,800 | $167.2K | 0.09% | 00.0% | Unchanged |
| Walleye Trading LLC | 7,712 | $165.3K | 0.00% | −2,620−25.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,998 | $159.6K | 0.01% | −924−11.7% | Reduced |
| Wahed Invest LLC | 7,208 | $154.5K | 0.08% | +618+9.4% | Added |
| Baystate Wealth Management LLC | 6,617 | $142.0K | 0.01% | +236+3.7% | Added |
| Cambridge Trust Co | 5,706 | $122.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 5,111 | $110.0K | 0.00% | −1,672−24.6% | Reduced |
| Investors Research Corp | 4,600 | $98.6K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 4,450 | $95.4K | 0.00% | +16+0.4% | Added |
| Laffer Tengler Investments | 4,343 | $93.1K | 0.03% | +4,343 | New |
| Steward Partners Investment Advisory, LLC | 4,312 | $92.4K | 0.00% | +11+0.3% | Added |
| Sentry Investment Management LLC | 3,902 | $84.0K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 3,901 | $84.0K | 0.05% | +3,901 | New |
| Ellevest, Inc. | 3,790 | $81.2K | 0.01% | +667+21.4% | Added |
| Signaturefd, LLC | 3,772 | $80.8K | 0.00% | +1,291+52.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,771 | $80.8K | 0.00% | −454−10.7% | Reduced |
| Fortis Advisors, LLC | 3,735 | $80.0K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,510 | $75.2K | 0.00% | −177−4.8% | Reduced |
| IFP Advisors, Inc | 1,778 | $73.0K | 0.00% | −1,813−50.5% | Reduced |
| Heritage Wealth Advisors | 3,005 | $64.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,911 | $62.4K | 0.00% | −817−21.9% | Reduced |
| Advisory Services Network, LLC | 2,904 | $62.2K | 0.00% | −23,789−89.1% | Reduced |
| Penserra Capital Management LLC | 2,848 | $60.0K | 0.00% | +60+2.2% | Added |
| Toth Financial Advisory Corp | 2,500 | $53.6K | 0.01% | −50−2.0% | Reduced |
| Credit Agricole S A | 2,500 | $53.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,451 | $52.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,400 | $51.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,387 | $51.2K | 0.00% | −5,975−71.5% | Reduced |
| Rosenberg Matthew Hamilton | 2,373 | $50.9K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,325 | $49.8K | 0.00% | +725+45.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,131 | $46.0K | 0.00% | −25−1.2% | Reduced |
| Global Retirement Partners, LLC | 2,114 | $45.3K | 0.00% | +120+6.0% | Added |
| Desjardins Global Asset Management Inc. | 1,911 | $40.0K | 0.01% | +391+25.7% | Added |
| Cary Street Partner Investment Advisory LLC | 1,834 | $39.3K | 0.00% | +1,834 | New |
| Whittier Trust Co | 1,756 | $37.6K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,603 | $34.4K | 0.00% | +1,603 | New |
| Sandy Spring Bank | 1,505 | $32.3K | 0.00% | −155−9.3% | Reduced |
| CoreCap Advisors, LLC | 1,402 | $30.0K | 0.00% | +1,402 | New |
| Coppell Advisory Solutions LLC | 1,319 | $28.3K | 0.01% | +1,319 | New |
| Coppell Advisory Solutions Corp. | 1,319 | $28.3K | 0.01% | +1,319 | New |
| Old North State Trust, LLC | 1,311 | $28.0K | 0.02% | +849+183.8% | Added |
| Column Capital Advisors, LLC | 1,255 | $26.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,245 | $26.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,242 | $26.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,227 | $26.3K | 0.00% | +18+1.5% | Added |
| Colonial Trust Co | 1,214 | $25.8K | 0.01% | +1,214 | New |
| Whittier Trust Co of Nevada Inc | 1,161 | $24.9K | 0.00% | +114+10.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $23.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,058 | $22.7K | 0.00% | +178+20.2% | Added |
| State of Wyoming | 1,012 | $21.7K | 0.01% | −8,557−89.4% | Reduced |
| Trust Co of Vermont | 1,000 | $21.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 936 | $20.1K | 0.00% | −46−4.7% | Reduced |
| Key Financial Inc | 991 | $20.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 914 | $19.6K | 0.01% | +5+0.6% | Added |
| Belpointe Asset Management LLC | 862 | $18.5K | 0.00% | +862 | New |
| Kelly Financial Services LLC | 829 | $17.8K | 0.01% | +5+0.6% | Added |
| TD Private Client Wealth LLC | 766 | $16.4K | 0.00% | +193+33.7% | Added |
| Silicon Valley Capital Partners | 754 | $16.2K | 0.00% | +754 | New |
| Massmutual Trust Co FSB | 752 | $16.0K | 0.00% | −11,384−93.8% | Reduced |
| GHP Investment Advisors, Inc. | 704 | $15.1K | 0.00% | +2+0.3% | Added |
| Washington Trust Co | 677 | $14.5K | 0.00% | +38+5.9% | Added |
| Castleview Partners, LLC | 653 | $14.0K | 0.01% | 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 |
| Institutional & Family Asset Management, LLC | 538 | $11.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 514 | $11.0K | 0.00% | +514 | New |
| Ronald Blue Trust, Inc. | 576 | $11.0K | 0.00% | +160+38.5% | Added |
| Accurate Wealth Management, LLC | 500 | $10.8K | 0.00% | +500 | New |
| Legend Financial Advisors, Inc. | 500 | $10.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 500 | $10.7K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 483 | $10.4K | 0.97% | +483 | 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 |
| Farther Finance Advisors, LLC | 414 | $8.87K | 0.00% | +414 | New |
| Atlas Capital Advisors LLC | 407 | $8.72K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 400 | $8.57K | 0.00% | +400 | New |
| Farmers & Merchants Investments Inc | 394 | $8.44K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 390 | $8.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 382 | $8.19K | 0.00% | −216−36.1% | 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 |
| Geneos Wealth Management Inc. | 355 | $7.61K | 0.00% | −100−22.0% | Reduced |
| Lindbrook Capital, LLC | 337 | $7.22K | 0.00% | −93−21.6% | Reduced |
| Smithfield Trust Co | 330 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 319 | $6.84K | 0.00% | −29−8.3% | Reduced |
| Zions Bancorporation, N.A. | 314 | $6.73K | 0.00% | +29+10.2% | Added |
| CNB Bank | 312 | $6.69K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $6.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 301 | $6.45K | 0.00% | +203+207.1% | Added |
| Hartford Financial Management Inc. | 298 | $6.38K | 0.00% | +1+0.3% | Added |
| NewSquare Capital LLC | 290 | $6.21K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 269 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 256 | $5.49K | 0.00% | −19−6.9% | Reduced |
| Delta Asset Management LLC | 246 | $5.27K | 0.00% | +246 | New |
| C M Bidwell & Associates Ltd | 223 | $4.78K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 217 | $4.65K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 209 | $4.48K | 0.00% | +8+4.0% | Added |
| EverSource Wealth Advisors, LLC | 206 | $4.42K | 0.00% | +69+50.4% | Added |