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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 4,335 | $80.4K | 0.00% | +453+11.7% | Added |
| PFG Private Wealth Management, LLC | 4,197 | $77.9K | 0.05% | +228+5.7% | Added |
| Desjardins Global Asset Management Inc. | 3,905 | $72.4K | 0.01% | −290−6.9% | Reduced |
| Sentry Investment Management LLC | 3,789 | $70.0K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,589 | $66.6K | 0.05% | +3,589 | New |
| Harbour Investments, Inc. | 3,537 | $65.6K | 0.00% | +78+2.3% | Added |
| WealthPLAN Partners, LLC | 3,362 | $62.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,220 | $59.7K | 0.00% | −1,155−26.4% | Reduced |
| Signaturefd, LLC | 3,142 | $58.3K | 0.00% | +1,527+94.6% | Added |
| Heritage Wealth Advisors | 3,005 | $55.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,974 | $55.2K | 0.00% | +280+10.4% | Added |
| Glassman Wealth Services | 2,856 | $53.0K | 0.01% | +2,357+472.3% | Added |
| HHM Wealth Advisors, LLC | 2,780 | $51.6K | 0.01% | +2,780 | New |
| Credit Agricole S A | 2,500 | $46.4K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 2,458 | $45.3K | 0.00% | −1,321,732−99.8% | Reduced |
| Central Trust Co | 2,400 | $44.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,400 | $44.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,917 | $35.6K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,916 | $35.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,797 | $33.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,715 | $31.8K | 0.00% | −41−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,699 | $31.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,588 | $29.5K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,582,532 | $29.4K | 0.00% | −204,264−11.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,448 | $27.0K | 0.00% | −104−6.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,245 | $23.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,252 | $23.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,240 | $23.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,222 | $22.7K | 0.00% | −10−0.8% | Reduced |
| Quadrant Capital Group LLC | 1,193 | $22.1K | 0.00% | −190−13.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,158 | $21.5K | 0.00% | +198+20.6% | Added |
| ORG Partners LLC | 1,131 | $20.9K | 0.00% | +1,131 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,061 | $19.7K | 0.00% | +791+293.0% | Added |
| Trust Co of Vermont | 1,000 | $18.6K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 928 | $17.2K | 0.01% | +6+0.7% | Added |
| Covestor Ltd | 947 | $17.0K | 0.01% | +404+74.4% | Added |
| Kelly Financial Services LLC | 841 | $15.6K | 0.01% | +6+0.7% | Added |
| Washington Trust Co | 817 | $15.2K | 0.00% | +139+20.5% | Added |
| Impact Partnership Wealth, LLC | 806 | $14.9K | 0.01% | +806 | New |
| GHP Investment Advisors, Inc. | 710 | $14.8K | 0.00% | +4+0.6% | Added |
| Silicon Valley Capital Partners | 765 | $14.2K | 0.00% | +6+0.8% | Added |
| Clear Street Markets LLC | 743 | $14.0K | 0.01% | −373−33.4% | Reduced |
| Prestige Wealth Management Group LLC | 739 | $13.7K | 0.00% | +632+590.7% | Added |
| Castleview Partners, LLC | 653 | $12.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 645 | $12.0K | 0.00% | +415+180.4% | Added |
| Marquette Asset Management, LLC | 634 | $11.8K | 0.00% | +634 | New |
| Pinnacle Bancorp, Inc. | 571 | $10.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 546 | $10.1K | 0.00% | +396+264.0% | Added |
| Institutional & Family Asset Management, LLC | 542 | $10.1K | 0.00% | −39−6.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 541 | $10.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 526 | $9.76K | 0.00% | −286−35.2% | Reduced |
| Colonial Trust Advisors | 500 | $9.28K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 489 | $9.01K | 0.00% | +489 | New |
| Brown Brothers Harriman & Co | 481 | $8.92K | 0.00% | +445+1,236.1% | Added |
| Atlas Capital Advisors LLC | 407 | $7.55K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 400 | $7.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $7.31K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 390 | $7.24K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 401 | $7.00K | 0.00% | +401 | New |
| Rocky Mountain Advisers, LLC | 400 | $6.86K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 365 | $6.77K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 355 | $6.58K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 355 | $6.58K | 0.00% | +355 | New |
| EverSource Wealth Advisors, LLC | 351 | $6.51K | 0.00% | −26−6.9% | Reduced |
| Private Trust Co NA | 329 | $6.10K | 0.00% | +92+38.8% | Added |
| State of Wyoming | 328 | $6.08K | 0.00% | −511−60.9% | Reduced |
| Loomis Sayles & Co L P | 306 | $6.00K | 0.00% | −3,240−91.4% | Reduced |
| Hexagon Capital Partners LLC | 319 | $5.92K | 0.00% | +292+1,081.5% | Added |
| CNB Bank | 312 | $5.79K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $5.60K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 290 | $5.38K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 269 | $5.00K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 250 | $4.64K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 223 | $4.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $3.86K | 0.00% | +30+16.9% | Added |
| IFP Advisors, Inc | 151 | $3.65K | 0.00% | −91−37.6% | Reduced |
| Caldwell Trust Co | 180 | $3.34K | 0.00% | +128+246.2% | Added |
| Farther Finance Advisors, LLC | 174 | $3.23K | 0.00% | −63−26.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 157 | $2.91K | 0.00% | +2+1.3% | Added |
| Sutton Wealth Advisors Inc. | 154 | $2.86K | 0.00% | +8+5.5% | Added |
| Oakworth Capital, Inc. | 145 | $2.69K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 135 | $2.50K | 0.00% | −569−80.8% | Reduced |
| Parkside Financial Bank & Trust | 134 | $2.49K | 0.00% | −5−3.6% | Reduced |
| MV Capital Management, Inc. | 127 | $2.36K | 0.00% | +70+122.8% | Added |
| Abound Wealth Management | 126 | $2.34K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 121 | $2.25K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 106 | $2.05K | 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 |
| Clean Yield Group | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 99 | $1.84K | 0.00% | −5−4.8% | Reduced |
| Baker Avenue Asset Management, LP | 83 | $1.54K | 0.00% | +31+59.6% | Added |
| Disciplined Investments, LLC | 78 | $1.45K | 0.00% | +23+41.8% | Added |
| TD Capital Management LLC | 74 | $1.38K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 57 | $1.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 56 | $1.04K | 0.00% | +47+522.2% | Added |
| Beacon Capital Management, LLC | 55 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 95 | $1.00K | 0.00% | +4+4.4% | Added |