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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 7,798 | $133.8K | 0.00% | −78−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 6,998 | $120.1K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6,566 | $112.7K | 0.01% | −51−0.8% | Reduced |
| Cambridge Trust Co | 5,706 | $97.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4,600 | $78.9K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 4,438 | $76.2K | 0.02% | +95+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,375 | $75.1K | 0.00% | +63+1.5% | Added |
| Desjardins Global Asset Management Inc. | 4,195 | $72.0K | 0.01% | +2,284+119.5% | Added |
| PFG Private Wealth Management, LLC | 3,969 | $68.1K | 0.04% | +68+1.7% | Added |
| Fifth Third Bancorp | 3,885 | $66.7K | 0.00% | −5,259−57.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,882 | $66.6K | 0.00% | +111+2.9% | Added |
| Sentry Investment Management LLC | 3,789 | $65.0K | 0.03% | −113−2.9% | Reduced |
| Loomis Sayles & Co L P | 3,546 | $61.0K | 0.00% | −12,857−78.4% | Reduced |
| Harbour Investments, Inc. | 3,459 | $59.4K | 0.00% | −51−1.5% | Reduced |
| Ellevest, Inc. | 3,441 | $59.0K | 0.00% | −349−9.2% | Reduced |
| WealthPLAN Partners, LLC | 3,362 | $57.7K | 0.01% | +3,362 | New |
| Heritage Wealth Advisors | 3,005 | $51.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,958 | $50.8K | 0.00% | +54+1.9% | Added |
| Toth Financial Advisory Corp | 2,804 | $48.1K | 0.01% | +304+12.2% | Added |
| Penserra Capital Management LLC | 2,812 | $48.0K | 0.00% | −36−1.3% | Reduced |
| Huntington National Bank | 2,694 | $46.2K | 0.00% | −1,756−39.5% | Reduced |
| Credit Agricole S A | 2,500 | $42.9K | 0.00% | 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 |
| Rosenberg Matthew Hamilton | 2,373 | $40.7K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,186 | $38.0K | 0.03% | +875+66.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,066 | $35.0K | 0.01% | +2,066 | New |
| Federated Hermes, Inc. | 1,921 | $33.0K | 0.00% | −466−19.5% | Reduced |
| Global Wealth Strategies & Associates | 1,917 | $32.9K | 0.02% | +1,917 | New |
| Global Retirement Partners, LLC | 1,916 | $32.1K | 0.00% | −198−9.4% | Reduced |
| GWM Advisors LLC | 1,797 | $30.8K | 0.00% | −12,175−87.1% | Reduced |
| Whittier Trust Co | 1,756 | $30.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,699 | $29.2K | 0.00% | −135−7.4% | Reduced |
| Signaturefd, LLC | 1,615 | $27.7K | 0.00% | −2,157−57.2% | Reduced |
| Sandy Spring Bank | 1,588 | $27.3K | 0.00% | +83+5.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,552 | $27.0K | 0.00% | −579−27.2% | Reduced |
| Quadrant Capital Group LLC | 1,383 | $23.7K | 0.00% | +325+30.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,245 | $21.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,240 | $21.3K | 0.00% | +79+6.8% | Added |
| Larson Financial Group LLC | 1,232 | $21.1K | 0.00% | +5+0.4% | Added |
| Colonial Trust Co | 1,252 | $21.0K | 0.01% | +38+3.1% | Added |
| Clear Street Markets LLC | 1,116 | $19.0K | 0.01% | −9,670−89.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $18.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $17.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 810 | $17.0K | 0.00% | +234+40.6% | Added |
| Washington Trust Advisors, Inc. | 965 | $16.6K | 0.00% | +29+3.1% | Added |
| JFS Wealth Advisors, LLC | 960 | $16.5K | 0.00% | −282−22.7% | Reduced |
| Truvestments Capital LLC | 922 | $15.8K | 0.01% | +8+0.9% | Added |
| State of Wyoming | 839 | $14.4K | 0.00% | −173−17.1% | Reduced |
| Kelly Financial Services LLC | 835 | $14.3K | 0.01% | +6+0.7% | Added |
| Massmutual Trust Co FSB | 812 | $13.9K | 0.00% | +60+8.0% | Added |
| Silicon Valley Capital Partners | 759 | $13.0K | 0.00% | +5+0.7% | Added |
| Column Capital Advisors, LLC | 748 | $12.8K | 0.00% | −507−40.4% | Reduced |
| Fisher Asset Management, LLC | 725 | $12.4K | 0.00% | +725 | New |
| GHP Investment Advisors, Inc. | 706 | $12.1K | 0.00% | +2+0.3% | Added |
| TD Private Client Wealth LLC | 704 | $12.1K | 0.00% | −62−8.1% | Reduced |
| Washington Trust Co | 678 | $11.6K | 0.00% | +1+0.1% | Added |
| Castleview Partners, LLC | 653 | $11.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 579 | $10.0K | 0.00% | +579 | New |
| Institutional & Family Asset Management, LLC | 581 | $9.97K | 0.00% | +43+8.0% | Added |
| Pinnacle Bancorp, Inc. | 571 | $9.80K | 0.00% | +149+35.3% | Added |
| Hazlett, Burt & Watson, Inc. | 541 | $9.00K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 543 | $9.00K | 0.01% | +5+0.9% | 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 |
| Glassman Wealth Services | 499 | $8.56K | 0.00% | +180+56.4% | Added |
| Rocky Mountain Advisers, LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 407 | $6.98K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 400 | $6.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $6.76K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 390 | $6.69K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 377 | $6.47K | 0.00% | +171+83.0% | Added |
| Umb Bank N A | 365 | $6.26K | 0.00% | −4,746−92.9% | Reduced |
| Geneos Wealth Management Inc. | 355 | $6.09K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 242 | $5.86K | 0.00% | −1,536−86.4% | Reduced |
| CNB Bank | 312 | $5.35K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $5.18K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 298 | $5.11K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 293 | $5.03K | 0.00% | −20,335−98.6% | Reduced |
| Smithfield Trust Co | 330 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 269 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 290 | $4.98K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 270 | $4.63K | 0.00% | −67−19.9% | Reduced |
| Legend Financial Advisors, Inc. | 250 | $4.29K | 0.00% | −250−50.0% | Reduced |
| 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 |
| CVA Family Office, LLC | 230 | $3.95K | 0.00% | +50+27.8% | Added |
| C M Bidwell & Associates Ltd | 223 | $3.83K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 215 | $3.69K | 0.00% | −647−75.1% | Reduced |
| Bell Investment Advisors, Inc | 178 | $3.06K | 0.00% | −204−53.4% | Reduced |
| Spire Wealth Management | 174 | $2.99K | 0.00% | −205−54.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 155 | $2.67K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 150 | $2.57K | 0.00% | +150 | New |
| Sutton Wealth Advisors Inc. | 146 | $2.50K | 0.00% | −71−32.7% | Reduced |
| Oakworth Capital, Inc. | 145 | $2.49K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 139 | $2.39K | 0.00% | −117−45.7% | Reduced |
| Abound Wealth Management | 126 | $2.16K | 0.00% | +65+106.6% | Added |
| Old Second National Bank of Aurora | 121 | $2.08K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 112 | $1.92K | 0.00% | 00.0% | Unchanged |