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, Q1 2023
Institutional positions in Gen Digital Inc. as of Mar 31, 2023. 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
- 539
- 0 vs. Q4 2022
- Shares held
- 530.4M
- +2.06M (+0.4%) vs. Q4 2022
- Total value
- $9.11B
- −$2.21B (−19.6%) vs. Q4 2022
- New holders
- 62
- 189 more added
- Sold out
- 62
- 210 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 22 | $0 | 0.00% | +22 | New |
| Assetmark, Inc | 2 | $34 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $69 | 0.00% | – | – |
| Proequities, Inc. | 8 | $137 | 0.00% | −72−90.0% | Reduced |
| SJS Investment Consulting Inc. | 9 | $155 | 0.00% | −44−83.0% | Reduced |
| Delos Wealth Advisors, LLC | 14 | $241 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $241 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | $291 | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 22 | $385 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 23 | $387 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $463 | 0.00% | +27 | New |
| Strategic Investment Solutions, Inc. | 32 | $545 | 0.00% | +32 | New |
| Brown Brothers Harriman & Co | 36 | $618 | 0.00% | +5+16.1% | Added |
| HighMark Wealth Management LLC | 41 | $706 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $789 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 50 | $858 | 0.00% | −70−58.3% | Reduced |
| Baker Avenue Asset Management, LP | 52 | $892 | 0.00% | +19+57.6% | Added |
| Caldwell Trust Co | 52 | $892 | 0.00% | +52 | New |
| Focused Wealth Management, Inc | 53 | $906 | 0.00% | +1+1.9% | Added |
| Beacon Capital Management, LLC | 55 | $944 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 55 | $946 | 0.00% | −20−26.7% | Reduced |
| MV Capital Management, Inc. | 57 | $979 | 0.00% | −152−72.7% | Reduced |
| Trifecta Capital Advisors, LLC | 57 | $979 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 91 | $1.00K | 0.00% | −478−84.0% | Reduced |
| ClariVest Asset Management LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 64 | $1.00K | 0.00% | +64 | New |
| Centerpoint Advisors, LLC | 32 | $1.00K | 0.00% | +32 | New |
| TD Capital Management LLC | 74 | $1.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $1.34K | 0.00% | +68+680.0% | Added |
| TCI Wealth Advisors, Inc. | 87 | $1.49K | 0.00% | +65+295.5% | Added |
| Lee Financial Co | 91 | $1.56K | 0.00% | +91 | New |
| Clean Yield Group | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $1.72K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 101 | $1.73K | 0.00% | +101 | New |
| Zions Bancorporation, N.A. | 104 | $1.78K | 0.00% | −210−66.9% | Reduced |
| Prestige Wealth Management Group LLC | 107 | $1.84K | 0.00% | −194−64.5% | Reduced |
| DT Investment Partners, LLC | 106 | $1.87K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 112 | $1.92K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 121 | $2.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 126 | $2.16K | 0.00% | +65+106.6% | Added |
| Parkside Financial Bank & Trust | 139 | $2.39K | 0.00% | −117−45.7% | Reduced |
| Oakworth Capital, Inc. | 145 | $2.49K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 146 | $2.50K | 0.00% | −71−32.7% | Reduced |
| WR Wealth Planners, LLC | 150 | $2.57K | 0.00% | +150 | New |
| Sugarloaf Wealth Management, LLC | 155 | $2.67K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 174 | $2.99K | 0.00% | −205−54.1% | Reduced |
| Bell Investment Advisors, Inc | 178 | $3.06K | 0.00% | −204−53.4% | Reduced |
| Belpointe Asset Management LLC | 215 | $3.69K | 0.00% | −647−75.1% | Reduced |
| C M Bidwell & Associates Ltd | 223 | $3.83K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 230 | $3.95K | 0.00% | +50+27.8% | Added |
| Farther Finance Advisors, LLC | 237 | $4.07K | 0.00% | −177−42.8% | Reduced |
| Private Trust Co NA | 237 | $4.07K | 0.00% | −135−36.3% | Reduced |
| Legend Financial Advisors, Inc. | 250 | $4.29K | 0.00% | −250−50.0% | Reduced |
| Lindbrook Capital, LLC | 270 | $4.63K | 0.00% | −67−19.9% | Reduced |
| NewSquare Capital LLC | 290 | $4.98K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 330 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 269 | $5.00K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 293 | $5.03K | 0.00% | −20,335−98.6% | Reduced |
| Hartford Financial Management Inc. | 298 | $5.11K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $5.18K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 312 | $5.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 242 | $5.86K | 0.00% | −1,536−86.4% | Reduced |
| Geneos Wealth Management Inc. | 355 | $6.09K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 365 | $6.26K | 0.00% | −4,746−92.9% | Reduced |
| EverSource Wealth Advisors, LLC | 377 | $6.47K | 0.00% | +171+83.0% | Added |
| Earnest Partners LLC | 390 | $6.69K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $6.76K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 400 | $6.86K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 407 | $6.98K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 499 | $8.56K | 0.00% | +180+56.4% | Added |
| Colonial Trust Advisors | 500 | $8.58K | 0.00% | −14−2.7% | Reduced |
| Cary Street Partners Asset Management LLC | 500 | $8.58K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 541 | $9.00K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 543 | $9.00K | 0.01% | +5+0.9% | Added |
| Pinnacle Bancorp, Inc. | 571 | $9.80K | 0.00% | +149+35.3% | Added |
| Institutional & Family Asset Management, LLC | 581 | $9.97K | 0.00% | +43+8.0% | Added |
| Ameritas Advisory Services, LLC | 579 | $10.0K | 0.00% | +579 | New |
| Castleview Partners, LLC | 653 | $11.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 678 | $11.6K | 0.00% | +1+0.1% | Added |
| TD Private Client Wealth LLC | 704 | $12.1K | 0.00% | −62−8.1% | Reduced |
| GHP Investment Advisors, Inc. | 706 | $12.1K | 0.00% | +2+0.3% | Added |
| Fisher Asset Management, LLC | 725 | $12.4K | 0.00% | +725 | New |
| Column Capital Advisors, LLC | 748 | $12.8K | 0.00% | −507−40.4% | Reduced |
| Silicon Valley Capital Partners | 759 | $13.0K | 0.00% | +5+0.7% | Added |
| Massmutual Trust Co FSB | 812 | $13.9K | 0.00% | +60+8.0% | Added |
| Kelly Financial Services LLC | 835 | $14.3K | 0.01% | +6+0.7% | Added |
| State of Wyoming | 839 | $14.4K | 0.00% | −173−17.1% | Reduced |
| Truvestments Capital LLC | 922 | $15.8K | 0.01% | +8+0.9% | Added |
| JFS Wealth Advisors, LLC | 960 | $16.5K | 0.00% | −282−22.7% | Reduced |
| Washington Trust Advisors, Inc. | 965 | $16.6K | 0.00% | +29+3.1% | Added |
| Ronald Blue Trust, Inc. | 810 | $17.0K | 0.00% | +234+40.6% | Added |
| Trust Co of Vermont | 1,000 | $17.2K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $18.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,116 | $19.0K | 0.01% | −9,670−89.7% | Reduced |
| Colonial Trust Co | 1,252 | $21.0K | 0.01% | +38+3.1% | Added |
| Larson Financial Group LLC | 1,232 | $21.1K | 0.00% | +5+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,240 | $21.3K | 0.00% | +79+6.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,245 | $21.4K | 0.00% | 00.0% | Unchanged |