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, Q4 2023
Institutional positions in Gen Digital Inc. as of Dec 31, 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
- 548
- +19 vs. Q3 2023
- Shares held
- 519.0M
- +763.5K (+0.1%) vs. Q3 2023
- Total value
- $11.8B
- +$2.65B (+28.9%) vs. Q3 2023
- New holders
- 83
- 182 more added
- Sold out
- 64
- 210 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1,221 | $27.9K | 0.00% | +7+0.6% | Added |
| Colonial Trust Co | 1,252 | $28.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,275 | $29.1K | 0.00% | +35+2.8% | Added |
| Highlander Capital Management, LLC | 1,300 | $29.7K | 0.01% | +1,000+333.3% | Added |
| Rakuten Investment Management, Inc. | 1,403 | $32.2K | 0.00% | +1,403 | New |
| Westpac Banking Corp | 1,495 | $34.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,588 | $36.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,653 | $37.7K | 0.01% | −2,223−57.4% | Reduced |
| Quest Partners LLC | 1,761 | $40.2K | 0.01% | +1,761 | New |
| Rise Advisors, LLC | 1,791 | $40.9K | 0.03% | +610+51.7% | Added |
| Huntington National Bank | 1,842 | $42.0K | 0.00% | +72+4.1% | Added |
| Global Wealth Strategies & Associates | 1,917 | $43.7K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,950 | $44.5K | 0.02% | −2,200−53.0% | Reduced |
| GAMMA Investing LLC | 1,902 | $44.7K | 0.01% | +1,902 | New |
| Global Retirement Partners, LLC | 2,031 | $47.0K | 0.00% | +100+5.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,349 | $53.6K | 0.01% | +1,104+88.7% | Added |
| Montag A & Associates Inc | 2,400 | $54.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,450 | $55.9K | 0.00% | +50+2.1% | Added |
| National Pension Service | 2,458 | $56.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,473 | $56.4K | 0.01% | +2,066+507.6% | Added |
| Pinnacle Bancorp, Inc. | 2,571 | $58.7K | 0.02% | +500+24.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,650 | $60.5K | 0.00% | −498−15.8% | Reduced |
| Headlands Technologies LLC | 2,759 | $63.0K | 0.02% | +2,759 | New |
| HHM Wealth Advisors, LLC | 2,780 | $63.4K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,902 | $66.2K | 0.01% | +46+1.6% | Added |
| Sentry Investment Management LLC | 2,933 | $67.0K | 0.03% | −315−9.7% | Reduced |
| Heritage Wealth Advisors | 3,005 | $68.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,243 | $74.0K | 0.00% | +274+9.2% | Added |
| Harbour Investments, Inc. | 3,325 | $75.9K | 0.00% | +28+0.8% | Added |
| Federated Hermes, Inc. | 3,683 | $84.0K | 0.00% | +3,683 | New |
| Quent Capital, LLC | 4,453 | $101.6K | 0.01% | −2,298−34.0% | Reduced |
| State of Wyoming | 4,558 | $104.0K | 0.02% | +150+3.4% | Added |
| Investors Research Corp | 4,600 | $105.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,617 | $105.4K | 0.00% | +947+25.8% | Added |
| National Bank of Canada | 4,979 | $109.6K | 0.00% | +614+14.1% | Added |
| Parallax Volatility Advisers, L.P. | 5,264 | $120.1K | 0.00% | −17,133−76.5% | Reduced |
| West Tower Group, LLC | 5,473 | $124.9K | 0.25% | +4,566+503.4% | Added |
| GWM Advisors LLC | 5,838 | $133.2K | 0.00% | +4,033+223.4% | Added |
| CWM, LLC | 6,288 | $143.0K | 0.00% | +367+6.2% | Added |
| Ameritas Investment Partners, Inc. | 6,289 | $143.5K | 0.01% | −733−10.4% | Reduced |
| Deseret Mutual Benefit Administrators | 6,351 | $144.9K | 0.08% | −2,107−24.9% | Reduced |
| Cambridge Trust Co | 6,506 | $148.5K | 0.01% | +330+5.3% | Added |
| Baystate Wealth Management LLC | 6,587 | $150.3K | 0.01% | +11+0.2% | Added |
| South Dakota Investment Council | 7,200 | $164.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,200 | $164.3K | 0.08% | +7,200 | New |
| Parallel Advisors, LLC | 7,260 | $165.7K | 0.00% | −268−3.6% | Reduced |
| Groupama Asset Managment | 7,383 | $168.5K | 0.00% | +7,383 | New |
| AdvisorNet Financial, Inc | 7,655 | $174.7K | 0.02% | +52+0.7% | Added |
| Fifth Third Bancorp | 7,709 | $175.9K | 0.00% | +29+0.4% | Added |
| Allworth Financial LP | 7,961 | $181.7K | 0.00% | −117−1.4% | Reduced |
| Penserra Capital Management LLC | 8,286 | $188.0K | 0.00% | +1,953+30.8% | Added |
| Covestor Ltd | 8,519 | $194.0K | 0.13% | +247+3.0% | Added |
| Ancora Advisors, LLC | 8,610 | $196.5K | 0.00% | −4,090−32.2% | Reduced |
| Blair William & Co | 8,771 | $200.1K | 0.00% | +8,771 | New |
| BCK Capital Management LP | 8,937 | $203.9K | 0.20% | +8,937 | New |
| Cornerstone Wealth Management, LLC | 8,969 | $204.7K | 0.02% | +8,969 | New |
| Wellington Management Group LLP | 9,049 | $206.5K | 0.00% | +9,049 | New |
| Thompson Davis & Co., Inc. | 9,150 | $208.8K | 0.18% | +9,150 | New |
| Congress Wealth Management LLC | 9,256 | $211.2K | 0.00% | +9,256 | New |
| Lake Street Advisors Group, LLC | 9,299 | $212.2K | 0.01% | +9,299 | New |
| Vantage Consulting Group Inc | 9,394 | $214.4K | 0.14% | −1,554−14.2% | Reduced |
| Archer Investment Corp | 9,403 | $214.6K | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,469 | $216.1K | 0.00% | +9,469 | New |
| Sequoia Financial Advisors, LLC | 9,500 | $216.8K | 0.00% | +9,500 | New |
| Foyston, Gordon, & Payne Inc | 9,805 | $223.8K | 0.06% | +9,805 | New |
| Eqis Capital Management, Inc. | 9,881 | $225.5K | 0.02% | −889−8.3% | Reduced |
| Cetera Advisor Networks LLC | 9,990 | $228.0K | 0.00% | −437−4.2% | Reduced |
| Horizon Investments, LLC | 10,596 | $241.8K | 0.01% | +193+1.9% | Added |
| Oxford Asset Management LLP | 11,050 | $252.2K | 0.38% | +11,050 | New |
| Rockefeller Capital Management L.P. | 11,072 | $252.7K | 0.00% | +11,072 | New |
| Public Sector Pension Investment Board | 11,156 | $254.6K | 0.00% | −49,119−81.5% | Reduced |
| Nomura Holdings Inc | 11,356 | $259.1K | 0.00% | +11,356 | New |
| Envestnet Portfolio Solutions, Inc. | 11,422 | $260.6K | 0.00% | +11,422 | New |
| Cambridge Investment Research Advisors, Inc. | 11,538 | $263.0K | 0.00% | +11,538 | New |
| Advisors Asset Management, Inc. | 11,711 | $267.2K | 0.01% | −14,919−56.0% | Reduced |
| Ballentine Partners, LLC | 11,840 | $270.2K | 0.01% | +11,840 | New |
| Platform Technology Partners | 12,349 | $270.4K | 0.11% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 11,868 | $270.8K | 0.01% | −507−4.1% | Reduced |
| Raymond James Trust N.A. | 11,920 | $272.0K | 0.01% | +443+3.9% | Added |
| Edgestream Partners, L.P. | 12,024 | $274.4K | 0.02% | −26,765−69.0% | Reduced |
| Foster & Motley Inc | 12,099 | $276.0K | 0.02% | −1,162−8.8% | Reduced |
| Two Sigma Advisers, LP | 12,100 | $276.1K | 0.00% | −67,066−84.7% | Reduced |
| Profund Advisors LLC | 12,123 | $276.6K | 0.01% | +12,123 | New |
| Watershed Asset Management, L.L.C. | 12,131 | $276.8K | 0.32% | −2,424−16.7% | Reduced |
| Connectus Wealth, LLC | 12,178 | $277.9K | 0.01% | +12,178 | New |
| Virtus Investment Advisers, Inc. | 12,225 | $279.0K | 0.21% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 12,330 | $281.4K | 0.00% | −59,575−82.9% | Reduced |
| Van Eck Associates Corp | 12,543 | $286.0K | 0.00% | −93,549−88.2% | Reduced |
| Kendall Capital Management | 12,590 | $287.3K | 0.11% | −250−1.9% | Reduced |
| Ifrah Financial Services, Inc. | 12,601 | $287.5K | 0.08% | −752−5.6% | Reduced |
| Advisory Services Network, LLC | 12,771 | $291.4K | 0.01% | −3,341−20.7% | Reduced |
| Cozad Asset Management Inc | 12,800 | $292.1K | 0.03% | +12,800 | New |
| HM Payson & Co | 12,900 | $294.4K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 13,426 | $306.4K | 0.01% | +13,426 | New |
| Systematic Portfolios LLC | 13,720 | $313.1K | 0.95% | +13,720 | New |
| D.A. Davidson & Co. | 13,800 | $314.9K | 0.00% | 00.0% | Unchanged |
| NinePointTwo Capital | 13,914 | $317.0K | 0.13% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 13,944 | $318.0K | 0.06% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 14,220 | $324.5K | 0.04% | −91−0.6% | Reduced |
| First Horizon Advisors, Inc. | 14,336 | $327.1K | 0.01% | 00.0% | Unchanged |