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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 7,528 | $133.1K | 0.00% | +197+2.7% | Added |
| South Dakota Investment Council | 7,200 | $127.0K | 0.00% | −500−6.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,022 | $124.2K | 0.00% | +24+0.3% | Added |
| Quent Capital, LLC | 6,751 | $119.4K | 0.02% | −1,417−17.3% | Reduced |
| Baystate Wealth Management LLC | 6,576 | $116.3K | 0.01% | +42+0.6% | Added |
| Penserra Capital Management LLC | 6,333 | $111.0K | 0.00% | −391−5.8% | Reduced |
| Cambridge Trust Co | 6,176 | $109.2K | 0.01% | +470+8.2% | Added |
| CWM, LLC | 5,921 | $105.0K | 0.00% | −363−5.8% | Reduced |
| Investors Research Corp | 4,600 | $81.3K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 4,365 | $78.3K | 0.00% | −325,557−98.7% | Reduced |
| State of Wyoming | 4,408 | $77.9K | 0.02% | +4,080+1,243.9% | Added |
| Brown, Lisle/Cummings, Inc. | 4,150 | $73.4K | 0.03% | −4,450−51.7% | Reduced |
| Loomis Sayles & Co L P | 3,976 | $70.0K | 0.00% | +3,670+1,199.3% | Added |
| JJJ Advisors Inc. | 3,876 | $68.5K | 0.02% | +3,876 | New |
| Northwestern Mutual Wealth Management Co | 3,670 | $64.9K | 0.00% | −665−15.3% | Reduced |
| Harbour Investments, Inc. | 3,297 | $58.3K | 0.00% | −240−6.8% | Reduced |
| Sentry Investment Management LLC | 3,248 | $57.0K | 0.03% | −541−14.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,148 | $55.7K | 0.00% | −72−2.2% | Reduced |
| Heritage Wealth Advisors | 3,005 | $53.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,969 | $52.5K | 0.00% | −173−5.5% | Reduced |
| Glassman Wealth Services | 2,856 | $50.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,780 | $49.2K | 0.01% | 00.0% | Unchanged |
| National Pension Service | 2,458 | $44.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cary Street Partner Investment Advisory LLC | 2,199 | $38.9K | 0.00% | +500+29.4% | Added |
| Pinnacle Bancorp, Inc. | 2,071 | $36.6K | 0.01% | +1,500+262.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,066 | $36.5K | 0.01% | +2,066 | New |
| Caldwell Trust Co | 1,924 | $34.0K | 0.00% | +1,744+968.9% | Added |
| Global Wealth Strategies & Associates | 1,917 | $33.9K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,931 | $33.1K | 0.00% | +15+0.8% | Added |
| GWM Advisors LLC | 1,805 | $31.9K | 0.00% | +8+0.4% | Added |
| Huntington National Bank | 1,770 | $31.3K | 0.00% | −1,204−40.5% | Reduced |
| Whittier Trust Co | 1,715 | $30.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,319 | $28.3K | 0.01% | +830+169.7% | Added |
| Sandy Spring Bank | 1,588 | $28.1K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,495 | $26.4K | 0.00% | −7,389−83.2% | Reduced |
| PFG Private Wealth Management, LLC | 1,418 | $25.1K | 0.02% | −2,779−66.2% | Reduced |
| Colonial Trust Co | 1,252 | $25.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,314 | $23.0K | 0.00% | −134−9.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,245 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,240 | $21.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,221 | $21.6K | 0.00% | −1−0.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,214 | $21.5K | 0.00% | +56+4.8% | Added |
| Quadrant Capital Group LLC | 1,208 | $21.4K | 0.00% | +15+1.3% | Added |
| Rise Advisors, LLC | 1,181 | $20.9K | 0.02% | +1,181 | New |
| ORG Partners LLC | 1,130 | $20.0K | 0.01% | −1−0.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,076 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,050 | $18.6K | 0.00% | −11−1.0% | Reduced |
| Trust Co of Vermont | 1,000 | $17.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 928 | $16.4K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 920 | $16.3K | 0.00% | −2,985−76.4% | Reduced |
| West Tower Group, LLC | 907 | $16.0K | 0.01% | +907 | New |
| Kelly Financial Services LLC | 846 | $15.0K | 0.01% | +5+0.6% | Added |
| Silicon Valley Capital Partners | 770 | $13.6K | 0.00% | +5+0.7% | Added |
| Marquette Asset Management, LLC | 758 | $13.4K | 0.00% | +124+19.6% | Added |
| Prestige Wealth Management Group LLC | 757 | $13.4K | 0.00% | +18+2.4% | Added |
| Washington Trust Co | 715 | $12.6K | 0.00% | −102−12.5% | Reduced |
| GHP Investment Advisors, Inc. | 713 | $12.2K | 0.00% | +3+0.4% | Added |
| Castleview Partners, LLC | 653 | $11.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 541 | $10.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 546 | $9.65K | 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 |
| Colonial Trust Advisors | 500 | $8.84K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 481 | $8.50K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 407 | $7.20K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $7.07K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 401 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $6.97K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 390 | $6.89K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 382 | $6.75K | 0.00% | +53+16.1% | Added |
| Umb Bank N A | 365 | $6.45K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 359 | $6.35K | 0.00% | +8+2.3% | Added |
| CNB Bank | 312 | $5.52K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $5.34K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $5.30K | 0.00% | −55−15.5% | Reduced |
| NewSquare Capital LLC | 290 | $5.13K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 269 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $5.00K | 0.00% | +300 | New |
| Farther Finance Advisors, LLC | 279 | $4.93K | 0.00% | +105+60.3% | Added |
| MV Capital Management, Inc. | 278 | $4.92K | 0.00% | +151+118.9% | Added |
| Legend Financial Advisors, Inc. | 250 | $4.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 230 | $4.07K | 0.00% | +22+10.6% | Added |
| South State Corp. | 225 | $3.98K | 0.00% | +225 | New |
| C M Bidwell & Associates Ltd | 223 | $3.94K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 183 | $3.23K | 0.00% | +48+35.6% | Added |
| Steward Financial Group LLC | 194 | $3.00K | 0.00% | +194 | New |
| Sugarloaf Wealth Management, LLC | 158 | $2.79K | 0.00% | +1+0.6% | Added |
| Hexagon Capital Partners LLC | 153 | $2.71K | 0.00% | −166−52.0% | Reduced |
| Oakworth Capital, Inc. | 145 | $2.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 134 | $2.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 126 | $2.23K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 121 | $2.14K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 119 | $2.10K | 0.00% | −32−21.2% | Reduced |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 108 | $1.91K | 0.00% | −46−29.9% | Reduced |
| DT Investment Partners, LLC | 106 | $1.88K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $1.77K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $1.77K | 0.00% | 00.0% | Unchanged |