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 |
|---|---|---|---|---|---|
| Groupama Asset Managment | 7,383 | $168.5K | 0.00% | +7,383 | New |
| Parallel Advisors, LLC | 7,260 | $165.7K | 0.00% | −268−3.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,200 | $164.3K | 0.08% | +7,200 | New |
| South Dakota Investment Council | 7,200 | $164.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6,587 | $150.3K | 0.01% | +11+0.2% | Added |
| Cambridge Trust Co | 6,506 | $148.5K | 0.01% | +330+5.3% | Added |
| Deseret Mutual Benefit Administrators | 6,351 | $144.9K | 0.08% | −2,107−24.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,289 | $143.5K | 0.01% | −733−10.4% | Reduced |
| CWM, LLC | 6,288 | $143.0K | 0.00% | +367+6.2% | Added |
| GWM Advisors LLC | 5,838 | $133.2K | 0.00% | +4,033+223.4% | Added |
| West Tower Group, LLC | 5,473 | $124.9K | 0.25% | +4,566+503.4% | Added |
| Parallax Volatility Advisers, L.P. | 5,264 | $120.1K | 0.00% | −17,133−76.5% | Reduced |
| National Bank of Canada | 4,979 | $109.6K | 0.00% | +614+14.1% | Added |
| Northwestern Mutual Wealth Management Co | 4,617 | $105.4K | 0.00% | +947+25.8% | Added |
| Investors Research Corp | 4,600 | $105.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 4,558 | $104.0K | 0.02% | +150+3.4% | Added |
| Quent Capital, LLC | 4,453 | $101.6K | 0.01% | −2,298−34.0% | Reduced |
| Federated Hermes, Inc. | 3,683 | $84.0K | 0.00% | +3,683 | New |
| Harbour Investments, Inc. | 3,325 | $75.9K | 0.00% | +28+0.8% | Added |
| Signaturefd, LLC | 3,243 | $74.0K | 0.00% | +274+9.2% | Added |
| Heritage Wealth Advisors | 3,005 | $68.6K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,933 | $67.0K | 0.03% | −315−9.7% | Reduced |
| Glassman Wealth Services | 2,902 | $66.2K | 0.01% | +46+1.6% | Added |
| HHM Wealth Advisors, LLC | 2,780 | $63.4K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,759 | $63.0K | 0.02% | +2,759 | New |
| Steward Partners Investment Advisory, LLC | 2,650 | $60.5K | 0.00% | −498−15.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,571 | $58.7K | 0.02% | +500+24.1% | Added |
| Atlas Capital Advisors LLC | 2,473 | $56.4K | 0.01% | +2,066+507.6% | Added |
| National Pension Service | 2,458 | $56.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,450 | $55.9K | 0.00% | +50+2.1% | Added |
| Montag A & Associates Inc | 2,400 | $54.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,349 | $53.6K | 0.01% | +1,104+88.7% | Added |
| Global Retirement Partners, LLC | 2,031 | $47.0K | 0.00% | +100+5.2% | Added |
| GAMMA Investing LLC | 1,902 | $44.7K | 0.01% | +1,902 | New |
| Brown, Lisle/Cummings, Inc. | 1,950 | $44.5K | 0.02% | −2,200−53.0% | Reduced |
| Global Wealth Strategies & Associates | 1,917 | $43.7K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,842 | $42.0K | 0.00% | +72+4.1% | Added |
| Rise Advisors, LLC | 1,791 | $40.9K | 0.03% | +610+51.7% | Added |
| Quest Partners LLC | 1,761 | $40.2K | 0.01% | +1,761 | New |
| JJJ Advisors Inc. | 1,653 | $37.7K | 0.01% | −2,223−57.4% | Reduced |
| Sandy Spring Bank | 1,588 | $36.2K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,495 | $34.1K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,403 | $32.2K | 0.00% | +1,403 | New |
| Highlander Capital Management, LLC | 1,300 | $29.7K | 0.01% | +1,000+333.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,275 | $29.1K | 0.00% | +35+2.8% | Added |
| Colonial Trust Co | 1,252 | $28.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,221 | $27.9K | 0.00% | +7+0.6% | Added |
| Larson Financial Group LLC | 1,221 | $27.9K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,135 | $25.9K | 0.00% | +59+5.5% | Added |
| ORG Partners LLC | 1,130 | $25.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,074 | $25.2K | 0.00% | +1,011+1,604.8% | Added |
| Whittier Trust Co | 1,105 | $25.2K | 0.00% | −610−35.6% | Reduced |
| Quadrant Capital Group LLC | 1,044 | $23.8K | 0.00% | −164−13.6% | Reduced |
| Caldwell Trust Co | 951 | $21.7K | 0.00% | −973−50.6% | Reduced |
| Truvestments Capital LLC | 933 | $21.3K | 0.01% | +5+0.5% | Added |
| Desjardins Global Asset Management Inc. | 931 | $21.2K | 0.00% | +11+1.2% | Added |
| Kelly Financial Services LLC | 851 | $19.4K | 0.01% | +5+0.6% | Added |
| Advantage Trust Co | 812 | $18.5K | 0.01% | +812 | New |
| McIlrath & Eck, LLC | 779 | $17.8K | 0.00% | +779 | New |
| Silicon Valley Capital Partners | 774 | $17.7K | 0.00% | +4+0.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 764 | $17.0K | 0.00% | −550−41.9% | Reduced |
| TD Private Client Wealth LLC | 736 | $16.8K | 0.00% | +553+302.2% | Added |
| Wetzel Investment Advisors, Inc. | 644 | $15.0K | 0.01% | +644 | New |
| Massmutual Trust Co FSB | 645 | $14.7K | 0.00% | +103+19.0% | Added |
| Prestige Wealth Management Group LLC | 597 | $13.6K | 0.00% | −160−21.1% | Reduced |
| Coppell Advisory Solutions LLC | 577 | $13.2K | 0.00% | −742−56.3% | Reduced |
| Lindbrook Capital, LLC | 566 | $12.9K | 0.00% | −484−46.1% | Reduced |
| Institutional & Family Asset Management, LLC | 564 | $12.9K | 0.00% | +22+4.1% | Added |
| GHP Investment Advisors, Inc. | 528 | $12.0K | 0.00% | −185−25.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 541 | $12.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $11.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 442 | $10.1K | 0.00% | +442 | New |
| Loomis Sayles & Co L P | 442 | $10.0K | 0.00% | −3,534−88.9% | Reduced |
| Tyler-Stone Wealth Management | 401 | $9.16K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $9.13K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 404 | $9.00K | 0.00% | +135+50.2% | Added |
| Farmers & Merchants Investments Inc | 394 | $8.99K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 365 | $8.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 348 | $7.94K | 0.00% | +249+251.5% | Added |
| Parkside Financial Bank & Trust | 345 | $7.87K | 0.00% | +211+157.5% | Added |
| Geneos Wealth Management Inc. | 321 | $7.33K | 0.00% | +21+7.0% | Added |
| Farther Finance Advisors, LLC | 318 | $7.25K | 0.00% | +39+14.0% | Added |
| CNB Bank | 312 | $7.12K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $6.89K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 300 | $6.85K | 0.00% | −353−54.1% | Reduced |
| NewSquare Capital LLC | 290 | $6.62K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 277 | $6.32K | 0.00% | −82−22.8% | Reduced |
| Principal Securities, Inc. | 274 | $6.25K | 0.00% | +274 | New |
| MV Capital Management, Inc. | 252 | $5.75K | 0.00% | −26−9.4% | Reduced |
| Legend Financial Advisors, Inc. | 250 | $5.71K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 231 | $5.27K | 0.00% | +231 | New |
| C M Bidwell & Associates Ltd | 223 | $5.09K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 213 | $4.86K | 0.00% | −169−44.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 204 | $4.65K | 0.00% | +204 | New |
| Washington Trust Co | 201 | $4.59K | 0.00% | −514−71.9% | Reduced |
| Sachetta, LLC | 170 | $3.88K | 0.00% | +170 | New |
| Bell Investment Advisors, Inc | 165 | $3.77K | 0.00% | −65−28.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 159 | $3.62K | 0.00% | +1+0.6% | Added |
| Hexagon Capital Partners LLC | 149 | $3.40K | 0.00% | −4−2.6% | Reduced |
| Oakworth Capital, Inc. | 145 | $3.31K | 0.00% | 00.0% | Unchanged |