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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1,383 | $23.7K | 0.00% | +325+30.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,552 | $27.0K | 0.00% | −579−27.2% | Reduced |
| Sandy Spring Bank | 1,588 | $27.3K | 0.00% | +83+5.5% | Added |
| Signaturefd, LLC | 1,615 | $27.7K | 0.00% | −2,157−57.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,699 | $29.2K | 0.00% | −135−7.4% | Reduced |
| Whittier Trust Co | 1,756 | $30.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,797 | $30.8K | 0.00% | −12,175−87.1% | Reduced |
| Global Retirement Partners, LLC | 1,916 | $32.1K | 0.00% | −198−9.4% | Reduced |
| Global Wealth Strategies & Associates | 1,917 | $32.9K | 0.02% | +1,917 | New |
| Federated Hermes, Inc. | 1,921 | $33.0K | 0.00% | −466−19.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,066 | $35.0K | 0.01% | +2,066 | New |
| Old North State Trust, LLC | 2,186 | $38.0K | 0.03% | +875+66.7% | Added |
| Rosenberg Matthew Hamilton | 2,373 | $40.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,400 | $41.2K | 0.00% | −51−2.1% | Reduced |
| Montag A & Associates Inc | 2,400 | $41.2K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 2,500 | $42.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,694 | $46.2K | 0.00% | −1,756−39.5% | Reduced |
| Penserra Capital Management LLC | 2,812 | $48.0K | 0.00% | −36−1.3% | Reduced |
| Toth Financial Advisory Corp | 2,804 | $48.1K | 0.01% | +304+12.2% | Added |
| Advisory Services Network, LLC | 2,958 | $50.8K | 0.00% | +54+1.9% | Added |
| Heritage Wealth Advisors | 3,005 | $51.6K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 3,362 | $57.7K | 0.01% | +3,362 | New |
| Ellevest, Inc. | 3,441 | $59.0K | 0.00% | −349−9.2% | Reduced |
| Harbour Investments, Inc. | 3,459 | $59.4K | 0.00% | −51−1.5% | Reduced |
| Loomis Sayles & Co L P | 3,546 | $61.0K | 0.00% | −12,857−78.4% | Reduced |
| Sentry Investment Management LLC | 3,789 | $65.0K | 0.03% | −113−2.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,882 | $66.6K | 0.00% | +111+2.9% | Added |
| Fifth Third Bancorp | 3,885 | $66.7K | 0.00% | −5,259−57.5% | Reduced |
| PFG Private Wealth Management, LLC | 3,969 | $68.1K | 0.04% | +68+1.7% | Added |
| Desjardins Global Asset Management Inc. | 4,195 | $72.0K | 0.01% | +2,284+119.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,375 | $75.1K | 0.00% | +63+1.5% | Added |
| Laffer Tengler Investments | 4,438 | $76.2K | 0.02% | +95+2.2% | Added |
| Investors Research Corp | 4,600 | $78.9K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 5,706 | $97.9K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6,566 | $112.7K | 0.01% | −51−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,998 | $120.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,798 | $133.8K | 0.00% | −78−1.0% | Reduced |
| Ridgewood Investments LLC | 7,909 | $135.7K | 0.08% | +7,909 | New |
| Allworth Financial LP | 8,386 | $143.9K | 0.00% | +5,475+188.1% | Added |
| Brown, Lisle/Cummings, Inc. | 8,600 | $147.6K | 0.07% | +800+10.3% | Added |
| Quent Capital, LLC | 8,723 | $149.5K | 0.03% | +58+0.7% | Added |
| Deseret Mutual Benefit Administrators | 8,720 | $149.6K | 0.06% | 00.0% | Unchanged |
| LSV Asset Management | 9,100 | $156.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9,827 | $168.6K | 0.00% | −1,216−11.0% | Reduced |
| Veriti Management LLC | 10,055 | $172.5K | 0.02% | −789−7.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,235 | $175.6K | 0.00% | −3,195−23.8% | Reduced |
| Raymond James Trust N.A. | 10,337 | $177.0K | 0.01% | −552−5.1% | Reduced |
| EPG Wealth Management LLC | 10,367 | $177.9K | 0.06% | +10,367 | New |
| MAI Capital Management | 10,374 | $178.0K | 0.00% | −227−2.1% | Reduced |
| AdvisorNet Financial, Inc | 10,464 | $179.6K | 0.02% | −67−0.6% | Reduced |
| D.A. Davidson & Co. | 10,500 | $180.2K | 0.00% | +1,000+10.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,854 | $186.0K | 0.00% | −8,841−44.9% | Reduced |
| AM Squared Ltd | 10,900 | $187.0K | 0.15% | +10,900 | New |
| Cerity Partners LLC | 11,308 | $194.3K | 0.00% | +1,379+13.9% | Added |
| Arden Trust Co | 11,466 | $197.0K | 0.04% | −4,111−26.4% | Reduced |
| TCW Group Inc | 11,675 | $200.3K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 11,711 | $201.0K | 0.02% | −47,339−80.2% | Reduced |
| CIBC World Markets Inc. | 11,691 | $201.0K | 0.00% | −13,836−54.2% | Reduced |
| Platform Technology Partners | 12,324 | $211.5K | 0.10% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,417 | $213.1K | 0.01% | +1,828+17.3% | Added |
| Moors & Cabot, Inc. | 12,524 | $214.9K | 0.01% | +1,352+12.1% | Added |
| Wetherby Asset Management Inc | 12,599 | $216.2K | 0.01% | −4,635−26.9% | Reduced |
| Weatherly Asset Management L. P. | 12,617 | $216.5K | 0.03% | −1,948−13.4% | Reduced |
| BOS Asset Management, LLC | 12,631 | $216.7K | 0.18% | +3,128+32.9% | Added |
| Ancora Advisors, LLC | 12,700 | $217.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 12,900 | $221.4K | 0.01% | −63−0.5% | Reduced |
| Walleye Capital LLC | 12,916 | $221.6K | 0.00% | +12,916 | New |
| United Services Automobile Association | 13,003 | $223.1K | 0.01% | −8,300−39.0% | Reduced |
| Ifrah Financial Services, Inc. | 13,586 | $233.1K | 0.07% | −297−2.1% | Reduced |
| Sequent Asset Management, LLC | 13,938 | $239.0K | 0.27% | −771−5.2% | Reduced |
| Hanson & Doremus Investment Management | 13,944 | $239.0K | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,965 | $239.6K | 0.04% | +13,965 | New |
| Kinneret Advisory, LLC | 14,319 | $245.7K | 0.03% | −769−5.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 14,470 | $248.3K | 0.08% | +650+4.7% | Added |
| Sherbrooke Park Advisers LLC | 15,000 | $257.4K | 0.39% | +15,000 | New |
| SYSTM Wealth Solutions LLC | 15,340 | $263.2K | 0.04% | +843+5.8% | Added |
| Shell Asset Management Co | 15,453 | $265.0K | 0.01% | −4,967−24.3% | Reduced |
| NinePointTwo Capital | 15,452 | $265.0K | 0.10% | +15,452 | New |
| First Horizon Advisors, Inc. | 15,599 | $267.7K | 0.01% | −549−3.4% | Reduced |
| Vident Investment Advisory, LLC | 15,660 | $268.7K | 0.01% | −117,022−88.2% | Reduced |
| Wade Financial Advisory, Inc | 15,853 | $272.0K | 0.11% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 15,957 | $273.0K | 0.00% | +15,883+21,463.5% | Added |
| Kula Investments, LLC | 15,920 | $273.2K | 0.07% | +15,920 | New |
| Empirical Finance, LLC | 16,105 | $276.4K | 0.03% | +818+5.4% | Added |
| HB Wealth Management, LLC | 16,154 | $277.2K | 0.00% | −1,382−7.9% | Reduced |
| Natixis Advisors, L.P. | 16,220 | $278.0K | 0.00% | −39,677−71.0% | Reduced |
| Beacon Pointe Advisors, LLC | 16,357 | $280.7K | 0.00% | −3,127−16.0% | Reduced |
| Gallacher Capital Management LLC | 16,393 | $281.3K | 0.17% | +16,393 | New |
| Symmetry Partners, LLC | 16,954 | $291.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,921 | $295.0K | 0.00% | −4,123−19.6% | Reduced |
| Mariner, LLC | 17,344 | $297.0K | 0.00% | −12,563−42.0% | Reduced |
| Systematic Alpha Investments, LLC | 17,776 | $305.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 17,881 | $306.8K | 0.01% | −287−1.6% | Reduced |
| Eqis Capital Management, Inc. | 13,466 | $309.6K | 0.03% | −6,141−31.3% | Reduced |
| Oak Thistle LLC | 18,071 | $310.1K | 0.18% | +18,071 | New |
| Nebula Research & Development LLC | 18,686 | $320.7K | 0.57% | +18,686 | New |
| Affinity Investment Advisors, LLC | 18,780 | $322.3K | 0.17% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 19,666 | $337.5K | 0.00% | −1,122,998−98.3% | Reduced |
| AIA Group Ltd | 20,179 | $346.3K | 0.02% | −2,314−10.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,240 | $347.0K | 0.03% | −978−4.6% | Reduced |