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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 30,362 | $521.1K | 0.00% | −1,251−4.0% | Reduced |
| First Hawaiian Bank | 30,268 | $519.4K | 0.02% | +4,962+19.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 30,210 | $518.4K | 0.09% | +30,210 | New |
| Alethea Capital Management, LLC | 30,095 | $516.4K | 0.55% | +30,095 | New |
| NJ State Employees Deferred Compensation Plan | 30,000 | $514.8K | 0.08% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 29,371 | $504.0K | 0.68% | +3,641+14.2% | Added |
| Metis Global Partners, LLC | 27,610 | $473.8K | 0.03% | +6,555+31.1% | Added |
| E. Ohman J:or Asset Management AB | 27,600 | $473.6K | 0.02% | +3,700+15.5% | Added |
| Brighton Jones LLC | 27,236 | $467.4K | 0.03% | −207−0.8% | Reduced |
| New Mexico Educational Retirement Board | 26,797 | $460.0K | 0.02% | −900−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 26,860 | $459.0K | 0.00% | −28,039−51.1% | Reduced |
| Ontario Teachers Pension Plan Board | 25,892 | $444.3K | 0.00% | +25,892 | New |
| Great Lakes Retirement, Inc. | 25,651 | $440.2K | 0.08% | +521+2.1% | Added |
| Virtu Financial LLC | 25,460 | $437.0K | 0.05% | +25,460 | New |
| Metropolitan Life Insurance Co | 25,441 | $436.6K | 0.02% | −7,366−22.5% | Reduced |
| Shufro Rose & Co LLC | 25,266 | $433.6K | 0.04% | −10,062−28.5% | Reduced |
| Foster & Motley Inc | 25,042 | $430.0K | 0.03% | −1,804−6.7% | Reduced |
| Spirit of America Management Corp | 24,700 | $423.9K | 0.09% | −3,000−10.8% | Reduced |
| Exchange Traded Concepts, LLC | 24,415 | $419.0K | 0.01% | +4,023+19.7% | Added |
| Vestcor Inc | 23,684 | $406.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 23,651 | $406.0K | 0.00% | +2,668+12.7% | Added |
| Integrated Wealth Concepts LLC | 23,572 | $404.0K | 0.01% | −3,729−13.7% | Reduced |
| Boston Private Wealth LLC | 22,861 | $392.3K | 0.01% | −2,184−8.7% | Reduced |
| Capstone Investment Advisors, LLC | 22,848 | $392.1K | 0.01% | +6,275+37.9% | Added |
| Institute for Wealth Management, LLC. | 22,391 | $384.2K | 0.07% | −475−2.1% | Reduced |
| Legacy Capital Group California, Inc. | 21,981 | $377.2K | 0.18% | +21,981 | New |
| Atom Investors LP | 21,860 | $375.1K | 0.20% | +21,860 | New |
| Boothbay Fund Management, LLC | 21,816 | $374.4K | 0.01% | +21,816 | New |
| Voloridge Investment Management, LLC | 21,701 | $372.4K | 0.00% | +21,701 | New |
| Canada Pension Plan Investment Board | 21,700 | $372.4K | 0.00% | +10,085+86.8% | Added |
| JustInvest LLC | 21,339 | $366.2K | 0.01% | −10,980−34.0% | Reduced |
| Everence Capital Management Inc | 21,160 | $363.0K | 0.03% | −10,130−32.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,083 | $361.8K | 0.02% | −177−0.8% | Reduced |
| Kendall Capital Management | 20,870 | $358.0K | 0.17% | −2,605−11.1% | Reduced |
| Miracle Mile Advisors, LLC | 20,463 | $351.1K | 0.01% | −189−0.9% | Reduced |
| Vantage Consulting Group Inc | 20,428 | $350.5K | 0.20% | +5,345+35.4% | Added |
| Syntax Advisors, LLC | 20,428 | $350.5K | 0.27% | +5,345+35.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,240 | $347.0K | 0.03% | −978−4.6% | Reduced |
| AIA Group Ltd | 20,179 | $346.3K | 0.02% | −2,314−10.3% | Reduced |
| Two Sigma Advisers, LP | 19,666 | $337.5K | 0.00% | −1,122,998−98.3% | Reduced |
| Affinity Investment Advisors, LLC | 18,780 | $322.3K | 0.17% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 18,686 | $320.7K | 0.57% | +18,686 | New |
| Oak Thistle LLC | 18,071 | $310.1K | 0.18% | +18,071 | New |
| Eqis Capital Management, Inc. | 13,466 | $309.6K | 0.03% | −6,141−31.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,881 | $306.8K | 0.01% | −287−1.6% | Reduced |
| Systematic Alpha Investments, LLC | 17,776 | $305.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 17,344 | $297.0K | 0.00% | −12,563−42.0% | Reduced |
| HighTower Advisors, LLC | 16,921 | $295.0K | 0.00% | −4,123−19.6% | Reduced |
| Symmetry Partners, LLC | 16,954 | $291.0K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 16,393 | $281.3K | 0.17% | +16,393 | New |
| Beacon Pointe Advisors, LLC | 16,357 | $280.7K | 0.00% | −3,127−16.0% | Reduced |
| Natixis Advisors, L.P. | 16,220 | $278.0K | 0.00% | −39,677−71.0% | Reduced |
| HB Wealth Management, LLC | 16,154 | $277.2K | 0.00% | −1,382−7.9% | Reduced |
| Empirical Finance, LLC | 16,105 | $276.4K | 0.03% | +818+5.4% | Added |
| Kula Investments, LLC | 15,920 | $273.2K | 0.07% | +15,920 | New |
| Lazard Asset Management LLC | 15,957 | $273.0K | 0.00% | +15,883+21,463.5% | Added |
| Wade Financial Advisory, Inc | 15,853 | $272.0K | 0.11% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 15,660 | $268.7K | 0.01% | −117,022−88.2% | Reduced |
| First Horizon Advisors, Inc. | 15,599 | $267.7K | 0.01% | −549−3.4% | Reduced |
| 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 |
| SYSTM Wealth Solutions LLC | 15,340 | $263.2K | 0.04% | +843+5.8% | Added |
| Sherbrooke Park Advisers LLC | 15,000 | $257.4K | 0.39% | +15,000 | New |
| Asahi Life Asset Management Co., Ltd. | 14,470 | $248.3K | 0.08% | +650+4.7% | Added |
| Kinneret Advisory, LLC | 14,319 | $245.7K | 0.03% | −769−5.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,965 | $239.6K | 0.04% | +13,965 | New |
| 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 |
| Ifrah Financial Services, Inc. | 13,586 | $233.1K | 0.07% | −297−2.1% | Reduced |
| United Services Automobile Association | 13,003 | $223.1K | 0.01% | −8,300−39.0% | Reduced |
| Walleye Capital LLC | 12,916 | $221.6K | 0.00% | +12,916 | New |
| HM Payson & Co | 12,900 | $221.4K | 0.01% | −63−0.5% | Reduced |
| Ancora Advisors, LLC | 12,700 | $217.9K | 0.01% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 12,631 | $216.7K | 0.18% | +3,128+32.9% | Added |
| Weatherly Asset Management L. P. | 12,617 | $216.5K | 0.03% | −1,948−13.4% | Reduced |
| Wetherby Asset Management Inc | 12,599 | $216.2K | 0.01% | −4,635−26.9% | Reduced |
| Moors & Cabot, Inc. | 12,524 | $214.9K | 0.01% | +1,352+12.1% | Added |
| Tokio Marine Asset Management Co Ltd | 12,417 | $213.1K | 0.01% | +1,828+17.3% | Added |
| Platform Technology Partners | 12,324 | $211.5K | 0.10% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 11,691 | $201.0K | 0.00% | −13,836−54.2% | Reduced |
| Capula Management Ltd | 11,711 | $201.0K | 0.02% | −47,339−80.2% | Reduced |
| TCW Group Inc | 11,675 | $200.3K | 0.00% | 00.0% | Unchanged |
| Arden Trust Co | 11,466 | $197.0K | 0.04% | −4,111−26.4% | Reduced |
| Cerity Partners LLC | 11,308 | $194.3K | 0.00% | +1,379+13.9% | Added |
| AM Squared Ltd | 10,900 | $187.0K | 0.15% | +10,900 | New |
| Cambridge Investment Research Advisors, Inc. | 10,854 | $186.0K | 0.00% | −8,841−44.9% | Reduced |
| D.A. Davidson & Co. | 10,500 | $180.2K | 0.00% | +1,000+10.5% | Added |
| AdvisorNet Financial, Inc | 10,464 | $179.6K | 0.02% | −67−0.6% | Reduced |
| MAI Capital Management | 10,374 | $178.0K | 0.00% | −227−2.1% | Reduced |
| EPG Wealth Management LLC | 10,367 | $177.9K | 0.06% | +10,367 | New |
| Raymond James Trust N.A. | 10,337 | $177.0K | 0.01% | −552−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,235 | $175.6K | 0.00% | −3,195−23.8% | Reduced |
| Veriti Management LLC | 10,055 | $172.5K | 0.02% | −789−7.3% | Reduced |
| Horizon Investments, LLC | 9,827 | $168.6K | 0.00% | −1,216−11.0% | Reduced |
| LSV Asset Management | 9,100 | $156.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 8,720 | $149.6K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 8,723 | $149.5K | 0.03% | +58+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 8,600 | $147.6K | 0.07% | +800+10.3% | Added |
| Allworth Financial LP | 8,386 | $143.9K | 0.00% | +5,475+188.1% | Added |
| Ridgewood Investments LLC | 7,909 | $135.7K | 0.08% | +7,909 | New |