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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

Q4 2023 vs. Q3 2023

How the institutions holding Gen Digital Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of GEN: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders5356548+19
Shares518.6M351.1K519.0M+763.5K (+0.1%)
Value$9.19B$6.21M$11.8B+$2.65B (+28.9%)

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held Gen Digital Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to GEN in Q4 2023
InstitutionSharesValue% of portfolio
Holocene Advisors, LP7,889,990$180.0M0.71%
Carlson Capital L P347,155$7.92M0.63%
Brandywine Global Investment Management, LLC198,337$4.53M0.04%
Schonfeld Strategic Advisors LLC177,775$4.06M0.03%
AE Wealth Management LLC158,362$3.76M0.02%
Diversified Trust Co148,054$3.38M0.11%
Balyasny Asset Management LLC113,130$2.58M0.01%
Samson Rock Capital LLP102,000$2.33M2.44%
Baird Financial Group, Inc.74,396$1.70M0.00%
ClariVest Asset Management LLC69,929$1.60M0.09%
Graham Capital Management, L.P.64,707$1.48M0.05%
Group One Trading, L.P.54,443$1.24M0.04%
Bayesian Capital Management, LP52,226$1.19M0.13%
STRS Ohio51,817$1.18M0.00%
Quadrature Capital Ltd49,602$1.13M0.02%
Degroof Petercam Asset Management45,163$1.03M0.01%
Hussman Strategic Advisors, Inc.42,000$958.4K0.22%
Global Endowment Management, LP40,716$929.1K0.10%
Simplex Trading, LLC38,110$869.0K0.03%
Ashton Thomas Private Wealth, LLC35,288$805.3K0.05%
Friedenthal Financial32,829$749.2K0.49%
TrinityPoint Wealth, LLC28,710$655.2K0.12%
Caxton Associates LP28,462$649.5K0.03%
Donoghue Forlines LLC27,626$630.4K0.20%
Cookson Peirce & Co Inc25,195$575.0K0.03%
Pathstone Holdings, LLC23,420$534.4K0.00%
Duality Advisers, LP20,729$473.0K0.05%
Meeder Asset Management Inc16,255$370.9K0.03%
National Asset Management, Inc.14,775$337.2K0.01%
Systematic Portfolios LLC13,720$313.1K0.95%
Investment Management Corp of Ontario13,426$306.4K0.01%
Cozad Asset Management Inc12,800$292.1K0.03%
Connectus Wealth, LLC12,178$277.9K0.01%
Profund Advisors LLC12,123$276.6K0.01%
Ballentine Partners, LLC11,840$270.2K0.01%
Cambridge Investment Research Advisors, Inc.11,538$263.0K0.00%
Envestnet Portfolio Solutions, Inc.11,422$260.6K0.00%
Nomura Holdings Inc11,356$259.1K0.00%
Rockefeller Capital Management L.P.11,072$252.7K0.00%
Oxford Asset Management LLP11,050$252.2K0.38%
Foyston, Gordon, & Payne Inc9,805$223.8K0.06%
Sequoia Financial Advisors, LLC9,500$216.8K0.00%
Beacon Pointe Advisors, LLC9,469$216.1K0.00%
Lake Street Advisors Group, LLC9,299$212.2K0.01%
Congress Wealth Management LLC9,256$211.2K0.00%
Thompson Davis & Co., Inc.9,150$208.8K0.18%
Wellington Management Group LLP9,049$206.5K0.00%
Cornerstone Wealth Management, LLC8,969$204.7K0.02%
BCK Capital Management LP8,937$203.9K0.20%
Blair William & Co8,771$200.1K0.00%
Groupama Asset Managment7,383$168.5K0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA7,200$164.3K0.08%
Federated Hermes, Inc.3,683$84.0K0.00%
Headlands Technologies LLC2,759$63.0K0.02%
GAMMA Investing LLC1,902$44.7K0.01%
Quest Partners LLC1,761$40.2K0.01%
Rakuten Investment Management, Inc.1,403$32.2K0.00%
Advantage Trust Co812$18.5K0.01%
McIlrath & Eck, LLC779$17.8K0.00%
Wetzel Investment Advisors, Inc.644$15.0K0.01%
Scarborough Advisors, LLC442$10.1K0.00%
Principal Securities, Inc.274$6.25K0.00%
Fortitude Family Office, LLC231$5.27K0.00%
Mark Sheptoff Financial Planning, LLC204$4.65K0.00%
Sachetta, LLC170$3.88K0.00%
Turtle Creek Wealth Advisors, LLC143$3.26K0.00%
FSA Wealth Management LLC150$3.00K0.00%
Pineridge Advisors LLC90$2.04K0.00%
MCF Advisors LLC60$1.37K0.00%
DiNuzzo Private Wealth, Inc.51$1.16K0.00%
Venturi Wealth Management, LLC47$1.07K0.00%
Financial Management Professionals, Inc.50$1.00K0.00%
Dunhill Financial, LLC41$9300.00%
Strategic Investment Solutions, Inc.32$7390.00%
Bruce G. Allen Investments, LLC32$7300.00%
Manchester Capital Management LLC24$5480.00%
Versant Capital Management, Inc21$4790.00%
Rothschild Investment LLC15$3420.00%
Rakuten Securities, Inc.11$2510.00%
Vermillion & White Wealth Management Group, LLC10$2280.00%
Valued Wealth Advisors LLC7$1240.00%
Dogwood Wealth Management LLC0$20.00%
Benjamin F. Edwards & Company, Inc.2$00.00%

Sold out (64)

Institutions that held Gen Digital Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of GEN in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Marshall Wace, LLP1,190,009$21.0M
Marathon Asset Mgmt Ltd1,091,761$19.3M
Twinbeech Capital LP999,812$17.7M
Cubist Systematic Strategies, LLC566,962$10.0M
Jupiter Asset Management Ltd542,625$9.59M
Invenomic Capital Management LP399,065$7.06M
Healthcare of Ontario Pension Plan Trust Fund350,800$6.20M
Caption Management, LLC300,000$5.30M
Ardsley Advisory Partners LP203,000$3.59M
Y-Intercept (Hong Kong) Ltd143,132$2.53M
Western Standard LLC121,448$2.15M
Cunning Capital Partners, LP88,730$1.57M
Echo Street Capital Management LLC76,089$1.35M
Centiva Capital, LP65,299$1.15M
Mount Yale Investment Advisors, LLC63,522$1.12M
Point72 Middle East FZE56,317$995.7K
Dark Forest Capital Management LP55,206$976.0K
Qube Research & Technologies Ltd53,912$953.2K
PEAK6 Investments LLC44,820$792.4K
Inceptionr LLC42,005$742.6K
Jump Financial, LLC41,601$735.5K
Banque Pictet & Cie SA41,297$730.1K
Hillsdale Investment Management Inc.32,420$573.2K
Virtu Financial LLC31,138$551.0K
Affinity Investment Advisors, LLC23,199$410.2K
GraniteShares Advisors LLC23,039$407.3K
HAP Trading, LLC22,605$399.7K
Stevens Capital Management LP21,991$389.0K
Bremer Bank National Association21,610$382.1K
Kapitalo Investimentos Ltda21,460$379.4K
Boston Private Wealth LLC21,245$375.6K
Verition Fund Management LLC20,106$355.5K
Miracle Mile Advisors, LLC19,955$352.8K
Quantinno Capital Management LP19,737$349.0K
Symmetry Partners, LLC16,954$300.0K
CWA Asset Management Group, LLC16,117$284.9K
Boothbay Fund Management, LLC15,599$275.8K
Two Sigma Securities, LLC12,227$216.2K
Axq Capital, LP12,100$213.9K
GW Henssler & Associates Ltd11,836$209.3K
TCW Group Inc11,675$206.4K
iA Global Asset Management Inc.11,233$199.0K
Balentine LLC11,092$196.1K
BOS Asset Management, LLC10,888$192.5K
CIBC World Markets Inc.10,106$179.0K
Cary Street Partner Investment Advisory LLC2,199$38.9K
PFG Private Wealth Management, LLC1,418$25.1K
Marquette Asset Management, LLC758$13.4K
WR Wealth Planners, LLC546$9.65K
Brown Brothers Harriman & Co481$8.50K
Earnest Partners LLC390$6.89K
South State Corp.225$3.98K
Baker Avenue Asset Management, LP83$1.47K
Macroview Investment Management LLC69$1.22K
1832 Asset Management L.P.65$1.15K
Cutler Group LP95$1.00K
Centerpoint Advisors, LLC32$1.00K
SkyView Investment Advisors, LLC35$1.00K
Crewe Advisors LLC19$336
Perkins Coie Trust Co9$159
Proequities, Inc.8$141
Carmel Capital Partners, LLC6$106
Avion Wealth26$0
Quilter Plc452–

Not filed for Q4 2023 yet (6)

Institutions that held Gen Digital Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GEN in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.220,084$3.89M
Gyroscope Capital Management Group, LLC108,928$1.93M
Syntax Advisors, LLC10,948$193.6K
Pathstone Family Office, LLC10,804$191.0K
Steward Financial Group LLC194$3.00K
Sutton Wealth Advisors Inc.108$1.91K