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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1,770 | $31.3K | 0.00% | −1,204−40.5% | Reduced |
| GWM Advisors LLC | 1,805 | $31.9K | 0.00% | +8+0.4% | Added |
| Global Retirement Partners, LLC | 1,931 | $33.1K | 0.00% | +15+0.8% | Added |
| Global Wealth Strategies & Associates | 1,917 | $33.9K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,924 | $34.0K | 0.00% | +1,744+968.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,066 | $36.5K | 0.01% | +2,066 | New |
| Pinnacle Bancorp, Inc. | 2,071 | $36.6K | 0.01% | +1,500+262.7% | Added |
| Cary Street Partner Investment Advisory LLC | 2,199 | $38.9K | 0.00% | +500+29.4% | Added |
| Central Trust Co | 2,400 | $42.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,400 | $42.4K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 2,458 | $44.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,780 | $49.2K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,856 | $50.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,969 | $52.5K | 0.00% | −173−5.5% | Reduced |
| Heritage Wealth Advisors | 3,005 | $53.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,148 | $55.7K | 0.00% | −72−2.2% | Reduced |
| Sentry Investment Management LLC | 3,248 | $57.0K | 0.03% | −541−14.3% | Reduced |
| Harbour Investments, Inc. | 3,297 | $58.3K | 0.00% | −240−6.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,670 | $64.9K | 0.00% | −665−15.3% | Reduced |
| JJJ Advisors Inc. | 3,876 | $68.5K | 0.02% | +3,876 | New |
| Loomis Sayles & Co L P | 3,976 | $70.0K | 0.00% | +3,670+1,199.3% | Added |
| Brown, Lisle/Cummings, Inc. | 4,150 | $73.4K | 0.03% | −4,450−51.7% | Reduced |
| State of Wyoming | 4,408 | $77.9K | 0.02% | +4,080+1,243.9% | Added |
| National Bank of Canada | 4,365 | $78.3K | 0.00% | −325,557−98.7% | Reduced |
| Investors Research Corp | 4,600 | $81.3K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 5,921 | $105.0K | 0.00% | −363−5.8% | Reduced |
| Cambridge Trust Co | 6,176 | $109.2K | 0.01% | +470+8.2% | Added |
| Penserra Capital Management LLC | 6,333 | $111.0K | 0.00% | −391−5.8% | Reduced |
| Baystate Wealth Management LLC | 6,576 | $116.3K | 0.01% | +42+0.6% | Added |
| Quent Capital, LLC | 6,751 | $119.4K | 0.02% | −1,417−17.3% | Reduced |
| Ameritas Investment Partners, Inc. | 7,022 | $124.2K | 0.00% | +24+0.3% | Added |
| South Dakota Investment Council | 7,200 | $127.0K | 0.00% | −500−6.5% | Reduced |
| Parallel Advisors, LLC | 7,528 | $133.1K | 0.00% | +197+2.7% | Added |
| AdvisorNet Financial, Inc | 7,603 | $134.4K | 0.01% | −2,576−25.3% | Reduced |
| Fifth Third Bancorp | 7,680 | $135.8K | 0.00% | +2,288+42.4% | Added |
| Credit Agricole S A | 7,793 | $137.8K | 0.00% | +5,293+211.7% | Added |
| Allworth Financial LP | 8,078 | $142.8K | 0.00% | +198+2.5% | Added |
| Covestor Ltd | 8,272 | $146.0K | 0.11% | +7,325+773.5% | Added |
| Deseret Mutual Benefit Administrators | 8,458 | $149.5K | 0.07% | −330−3.8% | Reduced |
| Archer Investment Corp | 9,403 | $166.2K | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 10,106 | $179.0K | 0.00% | −1,165−10.3% | Reduced |
| Brevan Howard Capital Management LP | 10,345 | $182.9K | 0.05% | −13,467−56.6% | Reduced |
| Horizon Investments, LLC | 10,403 | $183.9K | 0.01% | −46−0.4% | Reduced |
| Cetera Advisor Networks LLC | 10,427 | $184.3K | 0.00% | +10,427 | New |
| Eqis Capital Management, Inc. | 10,770 | $190.4K | 0.02% | −2,217−17.1% | Reduced |
| Pathstone Family Office, LLC | 10,804 | $191.0K | 0.00% | +10,804 | New |
| BOS Asset Management, LLC | 10,888 | $192.5K | 0.14% | −2,108−16.2% | Reduced |
| Vantage Consulting Group Inc | 10,948 | $193.6K | 0.13% | −1,254−10.3% | Reduced |
| Syntax Advisors, LLC | 10,948 | $193.6K | 0.17% | −1,254−10.3% | Reduced |
| Balentine LLC | 11,092 | $196.1K | 0.01% | +11,092 | New |
| iA Global Asset Management Inc. | 11,233 | $199.0K | 0.01% | −2,852−20.2% | Reduced |
| Raymond James Trust N.A. | 11,477 | $202.9K | 0.01% | +487+4.4% | Added |
| TCW Group Inc | 11,675 | $206.4K | 0.00% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 11,836 | $209.3K | 0.01% | +11,836 | New |
| Axq Capital, LP | 12,100 | $213.9K | 0.08% | +12,100 | New |
| Virtus Investment Advisers, Inc. | 12,225 | $216.1K | 0.15% | −1,430−10.5% | Reduced |
| Two Sigma Securities, LLC | 12,227 | $216.2K | 0.01% | +902+8.0% | Added |
| Platform Technology Partners | 12,349 | $218.3K | 0.10% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 12,375 | $218.8K | 0.01% | −7,948−39.1% | Reduced |
| Ancora Advisors, LLC | 12,700 | $224.5K | 0.01% | 00.0% | Unchanged |
| Kendall Capital Management | 12,840 | $227.0K | 0.10% | −6,000−31.8% | Reduced |
| HM Payson & Co | 12,900 | $228.1K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 13,003 | $229.9K | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 13,261 | $234.0K | 0.02% | −10,788−44.9% | Reduced |
| Ifrah Financial Services, Inc. | 13,353 | $236.1K | 0.07% | −97−0.7% | Reduced |
| D.A. Davidson & Co. | 13,800 | $244.0K | 0.00% | +1,187+9.4% | Added |
| Cetera Advisors LLC | 13,836 | $244.6K | 0.00% | +13,836 | New |
| NinePointTwo Capital | 13,914 | $246.0K | 0.10% | +13,914 | New |
| Hanson & Doremus Investment Management | 13,944 | $247.0K | 0.05% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 14,006 | $247.6K | 0.04% | −1,806−11.4% | Reduced |
| Stephens Inc | 14,105 | $249.4K | 0.00% | +14,105 | New |
| Sherbrooke Park Advisers LLC | 14,293 | $252.7K | 0.08% | −10,618−42.6% | Reduced |
| Kinneret Advisory, LLC | 14,311 | $253.0K | 0.03% | −8−0.1% | Reduced |
| First Horizon Advisors, Inc. | 14,336 | $253.5K | 0.01% | −1,168−7.5% | Reduced |
| V-Square Quantitative Management LLC | 14,428 | $255.1K | 0.11% | +10,839+302.0% | Added |
| Watershed Asset Management, L.L.C. | 14,555 | $257.3K | 0.31% | +14,555 | New |
| Wealthfront Advisers LLC | 14,836 | $262.3K | 0.00% | −872−5.6% | Reduced |
| Boothbay Fund Management, LLC | 15,599 | $275.8K | 0.01% | +15,599 | New |
| QRG Capital Management, Inc. | 15,701 | $277.6K | 0.00% | +15,701 | New |
| Wade Financial Advisory, Inc | 15,853 | $280.3K | 0.12% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 16,112 | $284.9K | 0.01% | +2,119+15.1% | Added |
| CWA Asset Management Group, LLC | 16,117 | $284.9K | 0.02% | +1,616+11.1% | Added |
| Cresset Asset Management, LLC | 16,623 | $293.9K | 0.00% | +874+5.5% | Added |
| Tokio Marine Asset Management Co Ltd | 16,842 | $297.8K | 0.02% | +2,438+16.9% | Added |
| Symmetry Partners, LLC | 16,954 | $300.0K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17,030 | $301.0K | 0.03% | +17,030 | New |
| Institute for Wealth Management, LLC. | 17,606 | $311.3K | 0.06% | −3,421−16.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,761 | $314.0K | 0.01% | −182−1.0% | Reduced |
| Systematic Alpha Investments, LLC | 17,776 | $314.3K | 0.02% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 18,766 | $331.8K | 0.05% | −1,292−6.4% | Reduced |
| Quantinno Capital Management LP | 19,737 | $349.0K | 0.02% | +2,651+15.5% | Added |
| Miracle Mile Advisors, LLC | 19,955 | $352.8K | 0.01% | +650+3.4% | Added |
| Empirical Finance, LLC | 19,964 | $353.0K | 0.03% | +1,802+9.9% | Added |
| Verition Fund Management LLC | 20,106 | $355.5K | 0.00% | +8,423+72.1% | Added |
| Mariner, LLC | 20,448 | $361.5K | 0.00% | +2,909+16.6% | Added |
| Squarepoint Ops LLC | 20,793 | $367.6K | 0.00% | −6,523−23.9% | Reduced |
| Mercer Global Advisors Inc | 20,826 | $368.0K | 0.00% | −5,265−20.2% | Reduced |
| Boston Private Wealth LLC | 21,245 | $375.6K | 0.01% | +1,362+6.9% | Added |
| Norinchukin Bank, The | 21,430 | $378.9K | 0.01% | −22,391−51.1% | Reduced |
| Qsemble Capital Management, LP | 21,449 | $379.2K | 0.07% | +21,449 | New |