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 |
|---|---|---|---|---|---|
| Turtle Creek Wealth Advisors, LLC | 143 | $3.26K | 0.00% | +143 | New |
| IFP Advisors, Inc | 137 | $3.13K | 0.00% | +18+15.1% | Added |
| FSA Wealth Management LLC | 150 | $3.00K | 0.00% | +150 | New |
| Abound Wealth Management | 127 | $2.90K | 0.00% | +1+0.8% | Added |
| Old Second National Bank of Aurora | 121 | $2.76K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 106 | $2.54K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 90 | $2.04K | 0.00% | +90 | New |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 81 | $1.85K | 0.00% | +21+35.0% | Added |
| TD Capital Management LLC | 74 | $1.69K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 65 | $1.48K | 0.00% | +30+85.7% | Added |
| MCF Advisors LLC | 60 | $1.37K | 0.00% | +60 | New |
| Trifecta Capital Advisors, LLC | 57 | $1.30K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 53 | $1.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 51 | $1.16K | 0.00% | +51 | New |
| Venturi Wealth Management, LLC | 47 | $1.07K | 0.00% | +47 | New |
| Raffa Wealth Management, LLC | 46 | $1.05K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $1.00K | 0.00% | −1,990−96.3% | Reduced |
| Close Asset Management Ltd | 50 | $1.00K | 0.00% | −14−21.9% | Reduced |
| Ronald Blue Trust, Inc. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 36 | $1.00K | 0.00% | +26+260.0% | Added |
| Financial Management Professionals, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Salomon & Ludwin, LLC | 56 | $990 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 55 | $972 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $957 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 41 | $930 | 0.00% | +41 | New |
| Strategic Investment Solutions, Inc. | 32 | $739 | 0.00% | +32 | New |
| Bruce G. Allen Investments, LLC | 32 | $730 | 0.00% | +32 | New |
| Manchester Capital Management LLC | 24 | $548 | 0.00% | +24 | New |
| PSI Advisors, LLC | 23 | $525 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $502 | 0.00% | +20+1,000.0% | Added |
| Versant Capital Management, Inc | 21 | $479 | 0.00% | +21 | New |
| Rothschild Investment LLC | 15 | $342 | 0.00% | +15 | New |
| Delos Wealth Advisors, LLC | 14 | $320 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $320 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 13 | $297 | 0.00% | −987−98.7% | Reduced |
| Cornerstone Planning Group LLC | 11 | $251 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $251 | 0.00% | +11 | New |
| Sofos Investments, Inc. | 11 | $242 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 10 | $228 | 0.00% | +10 | New |
| Bokf, NA | 8 | $182 | 0.00% | −87−91.6% | Reduced |
| Valued Wealth Advisors LLC | 7 | $124 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 3 | $68 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Benjamin F. Edwards & Company, Inc. | 2 | $0 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,190,009−100.0% | Sold out |
| Marathon Asset Mgmt Ltd | 0 | $0 | 0.00% | −1,091,761−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −999,812−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −566,962−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −542,625−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −399,065−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −350,800−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −203,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −143,132−100.0% | Sold out |
| Western Standard LLC | 0 | $0 | 0.00% | −121,448−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −88,730−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −76,089−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −65,299−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −63,522−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −56,317−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −55,206−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −53,912−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −44,820−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −42,005−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −41,601−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −41,297−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −32,420−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −31,138−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −23,199−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −23,039−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −22,605−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −21,991−100.0% | Sold out |
| Bremer Bank National Association | 0 | $0 | 0.00% | −21,610−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −21,460−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −21,245−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −20,106−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −19,955−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −19,737−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −16,954−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −16,117−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,599−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,227−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −11,836−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −11,675−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −11,233−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −11,092−100.0% | Sold out |
| BOS Asset Management, LLC | 0 | $0 | 0.00% | −10,888−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −10,106−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,418−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −390−100.0% | Sold out |