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, Q2 2023
Institutional positions in Gen Digital Inc. as of Jun 30, 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
- 521
- −14 vs. Q1 2023
- Shares held
- 524.7M
- −2.55M (−0.5%) vs. Q1 2023
- Total value
- $9.69B
- +$634.3M (+7.0%) vs. Q1 2023
- New holders
- 54
- 177 more added
- Sold out
- 68
- 202 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 348,802 | $24 | 0.00% | +348,802 | New |
| Assetmark, Inc | 2 | $37 | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $130 | 0.00% | +7 | New |
| Proequities, Inc. | 8 | $148 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 10 | $186 | 0.00% | +10 | New |
| Bokf, NA | 12 | $223 | 0.00% | +12 | New |
| Delos Wealth Advisors, LLC | 14 | $260 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $260 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $353 | 0.00% | +19 | New |
| PSI Advisors, LLC | 23 | $421 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 41 | $769 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 43 | $798 | 0.00% | +21+95.5% | Added |
| Raffa Wealth Management, LLC | 46 | $853 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 49 | $910 | 0.00% | −125−71.8% | Reduced |
| Focused Wealth Management, Inc | 53 | $986 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 95 | $1.00K | 0.00% | +4+4.4% | Added |
| Close Asset Management Ltd | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 38 | $1.00K | 0.00% | +38 | New |
| Beacon Capital Management, LLC | 55 | $1.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 56 | $1.04K | 0.00% | +47+522.2% | Added |
| Trifecta Capital Advisors, LLC | 57 | $1.06K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $1.38K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 78 | $1.45K | 0.00% | +23+41.8% | Added |
| Baker Avenue Asset Management, LP | 83 | $1.54K | 0.00% | +31+59.6% | Added |
| Zions Bancorporation, N.A. | 99 | $1.84K | 0.00% | −5−4.8% | Reduced |
| Clean Yield Group | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 96 | $2.00K | 0.00% | −714−88.1% | Reduced |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 106 | $2.05K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 121 | $2.25K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 126 | $2.34K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 127 | $2.36K | 0.00% | +70+122.8% | Added |
| Parkside Financial Bank & Trust | 134 | $2.49K | 0.00% | −5−3.6% | Reduced |
| TD Private Client Wealth LLC | 135 | $2.50K | 0.00% | −569−80.8% | Reduced |
| Oakworth Capital, Inc. | 145 | $2.69K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 154 | $2.86K | 0.00% | +8+5.5% | Added |
| Sugarloaf Wealth Management, LLC | 157 | $2.91K | 0.00% | +2+1.3% | Added |
| Farther Finance Advisors, LLC | 174 | $3.23K | 0.00% | −63−26.6% | Reduced |
| Caldwell Trust Co | 180 | $3.34K | 0.00% | +128+246.2% | Added |
| IFP Advisors, Inc | 151 | $3.65K | 0.00% | −91−37.6% | Reduced |
| Bell Investment Advisors, Inc | 208 | $3.86K | 0.00% | +30+16.9% | Added |
| C M Bidwell & Associates Ltd | 223 | $4.14K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 250 | $4.64K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 269 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 290 | $5.38K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $5.60K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 312 | $5.79K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 319 | $5.92K | 0.00% | +292+1,081.5% | Added |
| Loomis Sayles & Co L P | 306 | $6.00K | 0.00% | −3,240−91.4% | Reduced |
| State of Wyoming | 328 | $6.08K | 0.00% | −511−60.9% | Reduced |
| Private Trust Co NA | 329 | $6.10K | 0.00% | +92+38.8% | Added |
| EverSource Wealth Advisors, LLC | 351 | $6.51K | 0.00% | −26−6.9% | Reduced |
| Geneos Wealth Management Inc. | 355 | $6.58K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 355 | $6.58K | 0.00% | +355 | New |
| Umb Bank N A | 365 | $6.77K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $6.86K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 401 | $7.00K | 0.00% | +401 | New |
| Earnest Partners LLC | 390 | $7.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $7.31K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 400 | $7.42K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 407 | $7.55K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 481 | $8.92K | 0.00% | +445+1,236.1% | Added |
| Coppell Advisory Solutions LLC | 489 | $9.01K | 0.00% | +489 | New |
| Colonial Trust Advisors | 500 | $9.28K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 526 | $9.76K | 0.00% | −286−35.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 541 | $10.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 542 | $10.1K | 0.00% | −39−6.7% | Reduced |
| WR Wealth Planners, LLC | 546 | $10.1K | 0.00% | +396+264.0% | Added |
| Pinnacle Bancorp, Inc. | 571 | $10.6K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 634 | $11.8K | 0.00% | +634 | New |
| CVA Family Office, LLC | 645 | $12.0K | 0.00% | +415+180.4% | Added |
| Castleview Partners, LLC | 653 | $12.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 739 | $13.7K | 0.00% | +632+590.7% | Added |
| Clear Street Markets LLC | 743 | $14.0K | 0.01% | −373−33.4% | Reduced |
| Silicon Valley Capital Partners | 765 | $14.2K | 0.00% | +6+0.8% | Added |
| GHP Investment Advisors, Inc. | 710 | $14.8K | 0.00% | +4+0.6% | Added |
| Impact Partnership Wealth, LLC | 806 | $14.9K | 0.01% | +806 | New |
| Washington Trust Co | 817 | $15.2K | 0.00% | +139+20.5% | Added |
| Kelly Financial Services LLC | 841 | $15.6K | 0.01% | +6+0.7% | Added |
| Covestor Ltd | 947 | $17.0K | 0.01% | +404+74.4% | Added |
| Truvestments Capital LLC | 928 | $17.2K | 0.01% | +6+0.7% | Added |
| Trust Co of Vermont | 1,000 | $18.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,061 | $19.7K | 0.00% | +791+293.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $20.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,131 | $20.9K | 0.00% | +1,131 | New |
| JFS Wealth Advisors, LLC | 1,158 | $21.5K | 0.00% | +198+20.6% | Added |
| Quadrant Capital Group LLC | 1,193 | $22.1K | 0.00% | −190−13.7% | Reduced |
| Larson Financial Group LLC | 1,222 | $22.7K | 0.00% | −10−0.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,240 | $23.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,252 | $23.1K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,245 | $23.1K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,448 | $27.0K | 0.00% | −104−6.7% | Reduced |
| Allianz Asset Management GmbH | 1,582,532 | $29.4K | 0.00% | −204,264−11.4% | Reduced |
| Sandy Spring Bank | 1,588 | $29.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,699 | $31.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,715 | $31.8K | 0.00% | −41−2.3% | Reduced |
| GWM Advisors LLC | 1,797 | $33.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,916 | $35.5K | 0.00% | 00.0% | Unchanged |