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 |
|---|---|---|---|---|---|
| Spirit of America Management Corp | 24,700 | $563.7K | 0.12% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 24,503 | $559.0K | 0.00% | −1,017−4.0% | Reduced |
| Mercer Global Advisors Inc | 23,790 | $543.0K | 0.00% | +2,964+14.2% | Added |
| M&T Bank Corp | 23,786 | $542.3K | 0.00% | +134+0.6% | Added |
| Brighton Jones LLC | 23,582 | $538.1K | 0.02% | +151+0.6% | Added |
| Pathstone Holdings, LLC | 23,420 | $534.4K | 0.00% | +23,420 | New |
| Vestcor Inc | 23,408 | $534.0K | 0.02% | −129−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 23,100 | $527.1K | 0.02% | −4,500−16.3% | Reduced |
| Metropolitan Life Insurance Co | 22,950 | $523.7K | 0.02% | −331−1.4% | Reduced |
| MAI Capital Management | 22,765 | $519.5K | 0.01% | +786+3.6% | Added |
| Legacy Capital Group California, Inc. | 22,495 | $513.3K | 0.20% | −173−0.8% | Reduced |
| Shell Asset Management Co | 21,237 | $485.0K | 0.02% | −1,475−6.5% | Reduced |
| Wetherby Asset Management Inc | 20,999 | $479.2K | 0.03% | −5,258−20.0% | Reduced |
| Duality Advisers, LP | 20,729 | $473.0K | 0.05% | +20,729 | New |
| Agf Management Ltd | 20,405 | $465.6K | 0.00% | −149,192−88.0% | Reduced |
| Engineers Gate Manager LP | 20,224 | $461.5K | 0.01% | −212,276−91.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,087 | $458.4K | 0.03% | −2,035−9.2% | Reduced |
| Bragg Financial Advisors, Inc | 20,065 | $457.9K | 0.02% | −27,837−58.1% | Reduced |
| Empirical Finance, LLC | 20,046 | $457.4K | 0.03% | +82+0.4% | Added |
| Norinchukin Bank, The | 19,705 | $449.7K | 0.01% | −1,725−8.0% | Reduced |
| IMC-Chicago, LLC | 19,142 | $436.8K | 0.01% | −7,664−28.6% | Reduced |
| Everence Capital Management Inc | 18,890 | $431.0K | 0.03% | −15,880−45.7% | Reduced |
| Wealthfront Advisers LLC | 18,804 | $429.1K | 0.00% | +3,968+26.7% | Added |
| Fox Run Management, L.L.C. | 18,721 | $427.2K | 0.11% | −23,824−56.0% | Reduced |
| Stephens Inc | 18,650 | $425.6K | 0.01% | +4,545+32.2% | Added |
| Cresset Asset Management, LLC | 18,468 | $421.4K | 0.00% | +1,845+11.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,846 | $407.2K | 0.01% | +85+0.5% | Added |
| Systematic Alpha Investments, LLC | 17,776 | $405.6K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 17,699 | $403.9K | 0.26% | −28,787−61.9% | Reduced |
| Institute for Wealth Management, LLC. | 17,606 | $401.8K | 0.07% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 17,441 | $398.0K | 0.02% | −12,679−42.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,842 | $384.3K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 16,806 | $383.0K | 0.04% | −224−1.3% | Reduced |
| QRG Capital Management, Inc. | 16,616 | $379.2K | 0.01% | +915+5.8% | Added |
| Oak Thistle LLC | 16,274 | $371.4K | 0.11% | −39,356−70.7% | Reduced |
| Meeder Asset Management Inc | 16,255 | $370.9K | 0.03% | +16,255 | New |
| Gallacher Capital Management LLC | 16,159 | $368.7K | 0.21% | −13,682−45.8% | Reduced |
| Greenwood Capital Associates LLC | 16,031 | $365.8K | 0.05% | −2,735−14.6% | Reduced |
| Credit Agricole S A | 15,953 | $364.0K | 0.01% | +8,160+104.7% | Added |
| Greenleaf Trust | 15,890 | $362.6K | 0.00% | −6,006−27.4% | Reduced |
| United Services Automobile Association | 15,885 | $362.5K | 0.01% | +2,882+22.2% | Added |
| Wade Financial Advisory, Inc | 15,853 | $361.8K | 0.14% | 00.0% | Unchanged |
| Cetera Advisors LLC | 15,212 | $347.1K | 0.00% | +1,376+9.9% | Added |
| SYSTM Wealth Solutions LLC | 15,085 | $344.2K | 0.05% | +1,079+7.7% | Added |
| Qsemble Capital Management, LP | 14,934 | $340.8K | 0.09% | −6,515−30.4% | Reduced |
| Sciencast Management LP | 14,800 | $337.7K | 0.18% | −20,971−58.6% | Reduced |
| National Asset Management, Inc. | 14,775 | $337.2K | 0.01% | +14,775 | New |
| First Horizon Advisors, Inc. | 14,336 | $327.1K | 0.01% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 14,220 | $324.5K | 0.04% | −91−0.6% | Reduced |
| Hanson & Doremus Investment Management | 13,944 | $318.0K | 0.06% | 00.0% | Unchanged |
| NinePointTwo Capital | 13,914 | $317.0K | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,800 | $314.9K | 0.00% | 00.0% | Unchanged |
| Systematic Portfolios LLC | 13,720 | $313.1K | 0.95% | +13,720 | New |
| Investment Management Corp of Ontario | 13,426 | $306.4K | 0.01% | +13,426 | New |
| HM Payson & Co | 12,900 | $294.4K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 12,800 | $292.1K | 0.03% | +12,800 | New |
| Advisory Services Network, LLC | 12,771 | $291.4K | 0.01% | −3,341−20.7% | Reduced |
| Ifrah Financial Services, Inc. | 12,601 | $287.5K | 0.08% | −752−5.6% | Reduced |
| Kendall Capital Management | 12,590 | $287.3K | 0.11% | −250−1.9% | Reduced |
| Van Eck Associates Corp | 12,543 | $286.0K | 0.00% | −93,549−88.2% | Reduced |
| Impax Asset Management Group plc | 12,330 | $281.4K | 0.00% | −59,575−82.9% | Reduced |
| Virtus Investment Advisers, Inc. | 12,225 | $279.0K | 0.21% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 12,178 | $277.9K | 0.01% | +12,178 | New |
| Watershed Asset Management, L.L.C. | 12,131 | $276.8K | 0.32% | −2,424−16.7% | Reduced |
| Profund Advisors LLC | 12,123 | $276.6K | 0.01% | +12,123 | New |
| Two Sigma Advisers, LP | 12,100 | $276.1K | 0.00% | −67,066−84.7% | Reduced |
| Foster & Motley Inc | 12,099 | $276.0K | 0.02% | −1,162−8.8% | Reduced |
| Edgestream Partners, L.P. | 12,024 | $274.4K | 0.02% | −26,765−69.0% | Reduced |
| Raymond James Trust N.A. | 11,920 | $272.0K | 0.01% | +443+3.9% | Added |
| NorthCrest Asset Manangement, LLC | 11,868 | $270.8K | 0.01% | −507−4.1% | Reduced |
| Platform Technology Partners | 12,349 | $270.4K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 11,840 | $270.2K | 0.01% | +11,840 | New |
| Advisors Asset Management, Inc. | 11,711 | $267.2K | 0.01% | −14,919−56.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,538 | $263.0K | 0.00% | +11,538 | New |
| Envestnet Portfolio Solutions, Inc. | 11,422 | $260.6K | 0.00% | +11,422 | New |
| Nomura Holdings Inc | 11,356 | $259.1K | 0.00% | +11,356 | New |
| Public Sector Pension Investment Board | 11,156 | $254.6K | 0.00% | −49,119−81.5% | Reduced |
| Rockefeller Capital Management L.P. | 11,072 | $252.7K | 0.00% | +11,072 | New |
| Oxford Asset Management LLP | 11,050 | $252.2K | 0.38% | +11,050 | New |
| Horizon Investments, LLC | 10,596 | $241.8K | 0.01% | +193+1.9% | Added |
| Cetera Advisor Networks LLC | 9,990 | $228.0K | 0.00% | −437−4.2% | Reduced |
| Eqis Capital Management, Inc. | 9,881 | $225.5K | 0.02% | −889−8.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 9,805 | $223.8K | 0.06% | +9,805 | New |
| Sequoia Financial Advisors, LLC | 9,500 | $216.8K | 0.00% | +9,500 | New |
| Beacon Pointe Advisors, LLC | 9,469 | $216.1K | 0.00% | +9,469 | New |
| Archer Investment Corp | 9,403 | $214.6K | 0.07% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 9,394 | $214.4K | 0.14% | −1,554−14.2% | Reduced |
| Lake Street Advisors Group, LLC | 9,299 | $212.2K | 0.01% | +9,299 | New |
| Congress Wealth Management LLC | 9,256 | $211.2K | 0.00% | +9,256 | New |
| Thompson Davis & Co., Inc. | 9,150 | $208.8K | 0.18% | +9,150 | New |
| Wellington Management Group LLP | 9,049 | $206.5K | 0.00% | +9,049 | New |
| Cornerstone Wealth Management, LLC | 8,969 | $204.7K | 0.02% | +8,969 | New |
| BCK Capital Management LP | 8,937 | $203.9K | 0.20% | +8,937 | New |
| Blair William & Co | 8,771 | $200.1K | 0.00% | +8,771 | New |
| Ancora Advisors, LLC | 8,610 | $196.5K | 0.00% | −4,090−32.2% | Reduced |
| Covestor Ltd | 8,519 | $194.0K | 0.13% | +247+3.0% | Added |
| Penserra Capital Management LLC | 8,286 | $188.0K | 0.00% | +1,953+30.8% | Added |
| Allworth Financial LP | 7,961 | $181.7K | 0.00% | −117−1.4% | Reduced |
| Fifth Third Bancorp | 7,709 | $175.9K | 0.00% | +29+0.4% | Added |
| AdvisorNet Financial, Inc | 7,655 | $174.7K | 0.02% | +52+0.7% | Added |