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 |
|---|---|---|---|---|---|
| Trustcore Financial Services, LLC | 200 | $4.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 180 | $3.86K | 0.00% | +10+5.9% | Added |
| Dark Forest Capital Management LP | 164 | $3.52K | 0.00% | −497−75.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 158 | $3.40K | 0.00% | +158 | New |
| Sugarloaf Wealth Management, LLC | 155 | $3.31K | 0.00% | +1+0.6% | Added |
| Oakworth Capital, Inc. | 145 | $3.11K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 133 | $2.85K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 121 | $2.59K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 120 | $2.57K | 0.00% | +32+36.4% | Added |
| Twin Tree Management, LP | 114 | $2.44K | 0.00% | −38,799−99.7% | Reduced |
| Salem Investment Counselors Inc | 112 | $2.40K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 106 | $2.27K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 105 | $2.25K | 0.00% | +105 | New |
| Clean Yield Group | 100 | $2.14K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $2.14K | 0.00% | +100 | New |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 80 | $1.71K | 0.00% | +5+6.7% | Added |
| Disciplined Investments, LLC | 75 | $1.61K | 0.00% | −25−25.0% | Reduced |
| TD Capital Management LLC | 74 | $1.59K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 61 | $1.31K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 58 | $1.24K | 0.00% | +58 | New |
| Trifecta Capital Advisors, LLC | 57 | $1.22K | 0.00% | +57 | New |
| Beacon Capital Management, LLC | 55 | $1.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 53 | $1.14K | 0.00% | +26+96.3% | Added |
| Focused Wealth Management, Inc | 52 | $1.12K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $1.01K | 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 |
| Raffa Wealth Management, LLC | 46 | $986 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 41 | $875 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33 | $707 | 0.00% | +33 | New |
| Brown Brothers Harriman & Co | 31 | $664 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 31 | $664 | 0.00% | +31 | New |
| PSI Advisors, LLC | 23 | $484 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 22 | $481 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 22 | $471 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $300 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $300 | 0.00% | +14 | New |
| BerganKDV Wealth Management, LLC | 13 | $279 | 0.00% | +13 | New |
| Versant Capital Management, Inc | 10 | $214 | 0.00% | +10 | New |
| Harbor Investment Advisory, LLC | 8 | $176 | 0.00% | −63−88.7% | Reduced |
| WestEnd Advisors, LLC | 4 | $86 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | – | – | −157−87.2% | Reduced |
| Brahman Capital Corp. | 0 | $0 | 0.00% | −832,247−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −581,300−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −205,202−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −187,155−100.0% | Sold out |
| Western Standard LLC | 0 | $0 | 0.00% | −169,226−100.0% | Sold out |
| Yarra Square Partners LP | 0 | $0 | 0.00% | −161,758−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −147,723−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −144,638−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −120,800−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −115,100−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −94,282−100.0% | Sold out |
| Seafarer Capital Partners, LLC | 0 | $0 | 0.00% | −83,050−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −82,597−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −71,370−100.0% | Sold out |
| Herald Investment Management Ltd | 0 | $0 | 0.00% | −61,632−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −61,215−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −47,972−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −44,981−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −40,954−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −39,894−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −34,181−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −30,656−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −30,294−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −28,055−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −28,025−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,613−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −23,439−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −23,180−100.0% | Sold out |
| Potrero Capital Research LLC | 0 | $0 | 0.00% | −21,395−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −20,370−100.0% | Sold out |
| Wade G W & Inc | 0 | $0 | 0.00% | −19,941−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −18,038−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −16,533−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −15,714−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,220−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,069−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −14,996−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,829−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,130−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −12,689−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −12,608−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −11,671−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −11,568−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −11,429−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −11,280−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,820−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −8,993−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −8,903−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −8,308−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −6,563−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −2,064−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |