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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 539 institutions
Q1 2021: 525 institutionsQ2 2021: 556 institutionsQ3 2021: 548 institutionsQ4 2021: 563 institutionsQ1 2022: 592 institutionsQ2 2022: 580 institutionsQ3 2022: 566 institutionsQ4 2022: 546 institutionsQ1 2023: 539 institutionsQ2 2023: 521 institutionsQ3 2023: 535 institutionsQ4 2023: 548 institutionsQ1 2024: 539 institutionsQ2 2024: 569 institutionsQ3 2024: 589 institutionsQ4 2024: 655 institutionsQ1 2025: 644 institutionsQ2 2025: 654 institutionsQ3 2025: 676 institutionsQ4 2025: 689 institutionsQ1 2026: 673 institutionsQ2 2026: 687 institutions
Value heldQ1 2023: $9.11B
Q1 2021: $11.2BQ2 2021: $14.6BQ3 2021: $13.8BQ4 2021: $14.4BQ1 2022: $15.2BQ2 2022: $11.9BQ3 2022: $10.9BQ4 2022: $11.3BQ1 2023: $9.11BQ2 2023: $9.69BQ3 2023: $9.19BQ4 2023: $11.8BQ1 2024: $11.7BQ2 2024: $13.1BQ3 2024: $14.2BQ4 2024: $14.0BQ1 2025: $14.0BQ2 2025: $15.6BQ3 2025: $14.9BQ4 2025: $14.5BQ1 2026: $9.98BQ2 2026: $13.6B
Institutions holding GEN and their total value by quarter
QuarterHoldersValue
Q2 2026687$13.6B
Q1 2026673$9.98B
Q4 2025689$14.5B
Q3 2025676$14.9B
Q2 2025654$15.6B
Q1 2025644$14.0B
Q4 2024655$14.0B
Q3 2024589$14.2B
Q2 2024569$13.1B
Q1 2024539$11.7B
Q4 2023548$11.8B
Q3 2023535$9.19B
Q2 2023521$9.69B
Q1 2023539$9.11B
Q4 2022546$11.3B
Q3 2022566$10.9B
Q2 2022580$11.9B
Q1 2022592$15.2B
Q4 2021563$14.4B
Q3 2021548$13.8B
Q2 2021556$14.6B
Q1 2021525$11.2B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q4 2022.

Institutions holding GEN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
DT Investment Partners, LLC106$1.87K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC107$1.84K0.00%−194−64.5%Reduced
Zions Bancorporation, N.A.104$1.78K0.00%−210−66.9%Reduced
Grove Bank & Trust101$1.73K0.00%+101New
Clean Yield Group100$1.72K0.00%00.0%Unchanged
Concord Wealth Partners100$1.72K0.00%00.0%Unchanged
Lee Financial Co91$1.56K0.00%+91New
TCI Wealth Advisors, Inc.87$1.49K0.00%+65+295.5%Added
Versant Capital Management, Inc78$1.34K0.00%+68+680.0%Added
TD Capital Management LLC74$1.27K0.00%00.0%Unchanged
Cutler Group LP91$1.00K0.00%−478−84.0%Reduced
ClariVest Asset Management LLC38$1.00K0.00%00.0%Unchanged
Close Asset Management Ltd64$1.00K0.00%+64New
Centerpoint Advisors, LLC32$1.00K0.00%+32New
MV Capital Management, Inc.57$9790.00%−152−72.7%Reduced
Trifecta Capital Advisors, LLC57$9790.00%00.0%Unchanged
Disciplined Investments, LLC55$9460.00%−20−26.7%Reduced
Beacon Capital Management, LLC55$9440.00%00.0%Unchanged
Focused Wealth Management, Inc53$9060.00%+1+1.9%Added
Baker Avenue Asset Management, LP52$8920.00%+19+57.6%Added
Caldwell Trust Co52$8920.00%+52New
Schubert & Co50$8580.00%−70−58.3%Reduced
Raffa Wealth Management, LLC46$7890.00%00.0%Unchanged
HighMark Wealth Management LLC41$7060.00%00.0%Unchanged
Brown Brothers Harriman & Co36$6180.00%+5+16.1%Added
Strategic Investment Solutions, Inc.32$5450.00%+32New
Hexagon Capital Partners LLC27$4630.00%+27New
PSI Advisors, LLC23$3870.00%00.0%Unchanged
Gradient Investments LLC22$3850.00%00.0%Unchanged
Sofos Investments, Inc.23$2910.01%00.0%Unchanged
Delos Wealth Advisors, LLC14$2410.00%00.0%Unchanged
True Wealth Design, LLC14$2410.00%00.0%Unchanged
SJS Investment Consulting Inc.9$1550.00%−44−83.0%Reduced
Proequities, Inc.8$1370.00%−72−90.0%Reduced
WestEnd Advisors, LLC–$690.00%––
Assetmark, Inc2$340.00%00.0%Unchanged
Avion Wealth22$00.00%+22New
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Quilter Plc452––+452New
AustralianSuper Pty Ltd0$00.00%−1,672,497−100.0%Sold out
Totem Point Management, LLC0$00.00%−636,976−100.0%Sold out
Capital World Investors0$00.00%−502,750−100.0%Sold out
Knightsbridge Asset Management, LLC0$00.00%−401,988−100.0%Sold out
Atwood & Palmer Inc0$00.00%−395,790−100.0%Sold out
Two Sigma Investments, LP0$00.00%−380,530−100.0%Sold out
Strategic Global Advisors, LLC0$00.00%−287,455−100.0%Sold out
Artemis Investment Management LLP0$00.00%−187,065−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−149,697−100.0%Sold out
Woodline Partners LP0$00.00%−133,531−100.0%Sold out
Donoghue Forlines LLC0$00.00%−101,437−100.0%Sold out
Wealthfront Advisers LLC0$00.00%−74,827−100.0%Sold out
Quantinno Capital Management LP0$00.00%−68,213−100.0%Sold out
Bokf, NA0$00.00%−49,283−100.0%Sold out
Simplex Trading, LLC0$00.00%−39,963−100.0%Sold out
Portman Square Capital LLP0$00.00%−36,100−100.0%Sold out
Weil Company, Inc.0$00.00%−35,813−100.0%Sold out
Mirova0$00.00%−29,275−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−15,566−100.0%Sold out
Inceptionr LLC0$00.00%−24,887−100.0%Sold out
Allstate Corp0$00.00%−24,786−100.0%Sold out
Trust Investment Advisors0$00.00%−24,311−100.0%Sold out
Qtron Investments LLC0$00.00%−22,629−100.0%Sold out
Point72 Middle East FZE0$00.00%−20,923−100.0%Sold out
CSS LLC0$00.00%−20,553−100.0%Sold out
Squarepoint Ops LLC0$00.00%−19,305−100.0%Sold out
Azzad Asset Management Inc0$00.00%−15,127−100.0%Sold out
Marshall Wace, LLP0$00.00%−14,787−100.0%Sold out
Fort, L.P.0$00.00%−14,778−100.0%Sold out
Advisor Partners II, LLC0$00.00%−14,245−100.0%Sold out
American National Bank0$00.00%−13,168−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−11,986−100.0%Sold out
Centiva Capital, LP0$00.00%−11,013−100.0%Sold out
Blair William & Co0$00.00%−10,276−100.0%Sold out
Financial Architects, Inc0$00.00%−10,217−100.0%Sold out
Park Avenue Securities LLC0$00.00%−10,110−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−9,968−100.0%Sold out
Foyston, Gordon, & Payne Inc0$00.00%−9,805−100.0%Sold out
NCM Capital Management, LLC0$00.00%−9,800−100.0%Sold out
AE Wealth Management LLC0$00.00%−9,449−100.0%Sold out
Meeder Asset Management Inc0$00.00%−8,850−100.0%Sold out
Walleye Trading LLC0$00.00%−7,712−100.0%Sold out
Wahed Invest LLC0$00.00%−7,208−100.0%Sold out
Fortis Advisors, LLC0$00.00%−3,735−100.0%Sold out
DuPont Capital Management Corp0$00.00%−2,325−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1,603−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−1,319−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−1,319−100.0%Sold out
Key Financial Inc0$00.00%−991−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−500−100.0%Sold out
Distillate Capital Partners LLC0$00.00%−483−100.0%Sold out
Delta Asset Management LLC0$00.00%−246−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−164−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−158−100.0%Sold out
Goodwin Investment Advisory0$00.00%−133−100.0%Sold out
My Personal CFO, LLC0$00.00%−105−100.0%Sold out
EWG Elevate Inc.0$00.00%−58−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−47−100.0%Sold out
KB Financial Partners, LLC0$00.00%−64−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−31−100.0%Sold out
BerganKDV Wealth Management, LLC0$00.00%−13−100.0%Sold out