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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 99 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 95 | $1.58K | 0.00% | +83+691.7% | Added |
| Baker Avenue Asset Management, LP | 83 | $1.47K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $1.31K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 69 | $1.22K | 0.00% | +69 | New |
| 1832 Asset Management L.P. | 65 | $1.15K | 0.00% | +65 | New |
| Spire Wealth Management | 63 | $1.11K | 0.00% | +14+28.6% | Added |
| SJS Investment Consulting Inc. | 60 | $1.06K | 0.00% | +4+7.1% | Added |
| Beacon Capital Management, LLC | 55 | $1.02K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 57 | $1.01K | 0.00% | 00.0% | Unchanged |
| 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 |
| Salomon & Ludwin, LLC | 56 | $990 | 0.00% | +56 | New |
| Focused Wealth Management, Inc | 53 | $939 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $813 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $737 | 0.00% | +1+2.4% | Added |
| Raleigh Capital Management Inc. | 35 | $617 | 0.00% | +35 | New |
| PSI Advisors, LLC | 23 | $404 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $336 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $284 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $248 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $194 | 0.00% | +11 | New |
| Sofos Investments, Inc. | 11 | $176 | 0.00% | −8−42.1% | Reduced |
| Perkins Coie Trust Co | 9 | $159 | 0.00% | +9 | New |
| Proequities, Inc. | 8 | $141 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 6 | $106 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 3 | $53 | 0.00% | +3 | New |
| Assetmark, Inc | 2 | $35 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 10 | $0 | 0.00% | +10 | New |
| Avion Wealth | 26 | $0 | 0.00% | +26 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Quilter Plc | 452 | – | – | 00.0% | Unchanged |
| Andra AP-fonden | 0 | $0 | 0.00% | −640,500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −506,245−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −91,756−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −56,412−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −47,095−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −37,518−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −33,077−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −30,115−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −29,400−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −29,039−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −28,311−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −26,555−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −23,177−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −22,007−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −21,897−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −17,454−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −15,120−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −14,174−100.0% | Sold out |
| Lifeworks Advisors, LLC | 0 | $0 | 0.00% | −13,841−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,921−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,848−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −11,549−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −11,504−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −11,450−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −11,016−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −10,763−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −10,641−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,273−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −10,235−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −9,126−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −7,909−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −4,449−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −3,362−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Financial Architects, Inc | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |