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, Q3 2023
Institutional positions in Gen Digital Inc. as of Sep 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
- 535
- +17 vs. Q2 2023
- Shares held
- 518.6M
- −1.49M (−0.3%) vs. Q2 2023
- Total value
- $9.19B
- −$411.3M (−4.3%) vs. Q2 2023
- New holders
- 59
- 167 more added
- Sold out
- 42
- 217 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 10 | $0 | 0.00% | +10 | New |
| Avion Wealth | 26 | $0 | 0.00% | +26 | New |
| Assetmark, Inc | 2 | $35 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $53 | 0.00% | +3 | New |
| Carmel Capital Partners, LLC | 6 | $106 | 0.00% | +6 | New |
| Proequities, Inc. | 8 | $141 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9 | $159 | 0.00% | +9 | New |
| Sofos Investments, Inc. | 11 | $176 | 0.00% | −8−42.1% | Reduced |
| Cornerstone Planning Group LLC | 11 | $194 | 0.00% | +11 | New |
| True Wealth Design, LLC | 14 | $248 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $284 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $336 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 23 | $404 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $617 | 0.00% | +35 | New |
| HighMark Wealth Management LLC | 42 | $737 | 0.00% | +1+2.4% | Added |
| Raffa Wealth Management, LLC | 46 | $813 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 53 | $939 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 56 | $990 | 0.00% | +56 | New |
| Ronald Blue Trust, Inc. | 49 | $1.00K | 0.00% | −47−49.0% | Reduced |
| Cutler Group LP | 95 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 | 35 | $1.00K | 0.00% | −3−7.9% | Reduced |
| Trifecta Capital Advisors, LLC | 57 | $1.01K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 55 | $1.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 60 | $1.06K | 0.00% | +4+7.1% | Added |
| Spire Wealth Management | 63 | $1.11K | 0.00% | +14+28.6% | Added |
| 1832 Asset Management L.P. | 65 | $1.15K | 0.00% | +65 | New |
| Macroview Investment Management LLC | 69 | $1.22K | 0.00% | +69 | New |
| TD Capital Management LLC | 74 | $1.31K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 83 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 95 | $1.58K | 0.00% | +83+691.7% | Added |
| Zions Bancorporation, N.A. | 99 | $1.75K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 106 | $1.88K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 108 | $1.91K | 0.00% | −46−29.9% | Reduced |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 119 | $2.10K | 0.00% | −32−21.2% | Reduced |
| Old Second National Bank of Aurora | 121 | $2.14K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 126 | $2.23K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 134 | $2.37K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 145 | $2.56K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 153 | $2.71K | 0.00% | −166−52.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 158 | $2.79K | 0.00% | +1+0.6% | Added |
| Steward Financial Group LLC | 194 | $3.00K | 0.00% | +194 | New |
| TD Private Client Wealth LLC | 183 | $3.23K | 0.00% | +48+35.6% | Added |
| C M Bidwell & Associates Ltd | 223 | $3.94K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 225 | $3.98K | 0.00% | +225 | New |
| Bell Investment Advisors, Inc | 230 | $4.07K | 0.00% | +22+10.6% | Added |
| Legend Financial Advisors, Inc. | 250 | $4.42K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 278 | $4.92K | 0.00% | +151+118.9% | Added |
| Farther Finance Advisors, LLC | 279 | $4.93K | 0.00% | +105+60.3% | Added |
| Capital Advisors, Ltd. LLC | 269 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $5.00K | 0.00% | +300 | New |
| NewSquare Capital LLC | 290 | $5.13K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $5.30K | 0.00% | −55−15.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $5.34K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 312 | $5.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 359 | $6.35K | 0.00% | +8+2.3% | Added |
| Umb Bank N A | 365 | $6.45K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 382 | $6.75K | 0.00% | +53+16.1% | Added |
| Earnest Partners LLC | 390 | $6.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $6.97K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 401 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $7.07K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 407 | $7.20K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 481 | $8.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $8.84K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 542 | $9.58K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 542 | $9.58K | 0.00% | +16+3.0% | Added |
| WR Wealth Planners, LLC | 546 | $9.65K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 541 | $10.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 653 | $11.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 713 | $12.2K | 0.00% | +3+0.4% | Added |
| Washington Trust Co | 715 | $12.6K | 0.00% | −102−12.5% | Reduced |
| Prestige Wealth Management Group LLC | 757 | $13.4K | 0.00% | +18+2.4% | Added |
| Marquette Asset Management, LLC | 758 | $13.4K | 0.00% | +124+19.6% | Added |
| Silicon Valley Capital Partners | 770 | $13.6K | 0.00% | +5+0.7% | Added |
| Kelly Financial Services LLC | 846 | $15.0K | 0.01% | +5+0.6% | Added |
| West Tower Group, LLC | 907 | $16.0K | 0.01% | +907 | New |
| Desjardins Global Asset Management Inc. | 920 | $16.3K | 0.00% | −2,985−76.4% | Reduced |
| Truvestments Capital LLC | 928 | $16.4K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $17.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,050 | $18.6K | 0.00% | −11−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $19.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,130 | $20.0K | 0.01% | −1−0.1% | Reduced |
| Rise Advisors, LLC | 1,181 | $20.9K | 0.02% | +1,181 | New |
| Quadrant Capital Group LLC | 1,208 | $21.4K | 0.00% | +15+1.3% | Added |
| JFS Wealth Advisors, LLC | 1,214 | $21.5K | 0.00% | +56+4.8% | Added |
| Larson Financial Group LLC | 1,221 | $21.6K | 0.00% | −1−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,240 | $21.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,245 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,314 | $23.0K | 0.00% | −134−9.3% | Reduced |
| Colonial Trust Co | 1,252 | $25.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,418 | $25.1K | 0.02% | −2,779−66.2% | Reduced |
| Westpac Banking Corp | 1,495 | $26.4K | 0.00% | −7,389−83.2% | Reduced |
| Sandy Spring Bank | 1,588 | $28.1K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,319 | $28.3K | 0.01% | +830+169.7% | Added |
| Whittier Trust Co | 1,715 | $30.3K | 0.00% | 00.0% | Unchanged |