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, Q1 2024
Institutional positions in Gen Digital Inc. as of Mar 31, 2024. 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
- 539
- −1 vs. Q4 2023
- Shares held
- 524.7M
- +5.78M (+1.1%) vs. Q4 2023
- Total value
- $11.7B
- −$110.2M (−0.9%) vs. Q4 2023
- New holders
- 59
- 199 more added
- Sold out
- 60
- 205 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| HighMark Wealth Management LLC | 1 | $26 | 0.00% | −41−97.6% | Reduced |
| Assetmark, Inc | 3 | $57 | 0.00% | −19−86.4% | Reduced |
| WestEnd Advisors, LLC | 3 | $67 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $68 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 6 | $134 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 7 | $157 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 8 | $179 | 0.00% | −2−20.0% | Reduced |
| Rothschild Investment LLC | 10 | $224 | 0.00% | −5−33.3% | Reduced |
| Bokf, NA | 13 | $290 | 0.00% | +5+62.5% | Added |
| Smartleaf Asset Management LLC | 19 | $419 | 0.00% | +19 | New |
| Versant Capital Management, Inc | 21 | $470 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 23 | $518 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $560 | 0.00% | +11+78.6% | Added |
| Continuum Advisory, LLC | 29 | $590 | 0.00% | +29 | New |
| Bruce G. Allen Investments, LLC | 32 | $717 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 34 | $762 | 0.00% | +23+209.1% | Added |
| Hexagon Capital Partners LLC | 40 | $896 | 0.00% | −109−73.2% | Reduced |
| RFP Financial Group LLC | 40 | $896 | 0.00% | +40 | New |
| GW&K Investment Management, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $1.03K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 48 | $1.06K | 0.00% | +7+17.1% | Added |
| DiNuzzo Private Wealth, Inc. | 55 | $1.23K | 0.00% | +4+7.8% | Added |
| Salomon & Ludwin, LLC | 56 | $1.25K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 57 | $1.28K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 59 | $1.32K | 0.00% | −1,702−96.6% | Reduced |
| Raleigh Capital Management Inc. | 60 | $1.34K | 0.00% | −5−7.7% | Reduced |
| Manchester Capital Management LLC | 67 | $1.50K | 0.00% | +43+179.2% | Added |
| MCF Advisors LLC | 68 | $1.52K | 0.00% | +8+13.3% | Added |
| TD Capital Management LLC | 74 | $1.66K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $1.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 78 | $1.75K | 0.00% | −3−3.7% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 80 | $1.79K | 0.00% | +80 | New |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $2.24K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $2.24K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $2.24K | 0.00% | +100 | New |
| DT Investment Partners, LLC | 106 | $2.38K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 121 | $2.71K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 126 | $2.82K | 0.00% | −1−0.8% | Reduced |
| Oakworth Capital, Inc. | 145 | $3.25K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 138 | $3.31K | 0.00% | +138 | New |
| Pineridge Advisors LLC | 148 | $3.32K | 0.00% | +58+64.4% | Added |
| FSA Wealth Management LLC | 150 | $3.36K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 150 | $3.36K | 0.00% | +150 | New |
| IFP Advisors, Inc | 153 | $3.43K | 0.00% | +16+11.7% | Added |
| Washington Trust Co | 154 | $3.45K | 0.00% | −47−23.4% | Reduced |
| MV Capital Management, Inc. | 157 | $3.52K | 0.00% | −95−37.7% | Reduced |
| South State Corp. | 157 | $3.52K | 0.00% | +157 | New |
| Sofos Investments, Inc. | 159 | $3.55K | 0.00% | +148+1,345.5% | Added |
| Sugarloaf Wealth Management, LLC | 160 | $3.58K | 0.00% | +1+0.6% | Added |
| Bell Investment Advisors, Inc | 165 | $3.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 170 | $3.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 188 | $4.21K | 0.00% | −409−68.5% | Reduced |
| Castleview Partners, LLC | 190 | $4.26K | 0.00% | −110−36.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 205 | $4.59K | 0.00% | +1+0.5% | Added |
| C M Bidwell & Associates Ltd | 223 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 231 | $5.17K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 273 | $6.12K | 0.00% | −1−0.4% | Reduced |
| NewSquare Capital LLC | 290 | $6.50K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 300 | $6.68K | 0.00% | +300 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $6.76K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 312 | $6.99K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 321 | $7.19K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 337 | $7.56K | 0.00% | −191−36.2% | Reduced |
| Zions Bancorporation, N.A. | 348 | $7.79K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 355 | $7.95K | 0.00% | +10+2.9% | Added |
| Private Trust Co NA | 361 | $8.09K | 0.00% | +148+69.5% | Added |
| Umb Bank N A | 365 | $8.18K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 377 | $8.41K | 0.00% | +59+18.6% | Added |
| Farmers & Merchants Investments Inc | 394 | $8.83K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $8.96K | 0.00% | +400 | New |
| Tyler-Stone Wealth Management | 401 | $8.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 393 | $9.00K | 0.00% | −11−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 470 | $9.46K | 0.00% | +193+69.7% | Added |
| Lindbrook Capital, LLC | 433 | $9.70K | 0.00% | −133−23.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 527 | $10.7K | 0.01% | −117−18.2% | Reduced |
| Colonial Trust Advisors | 500 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 541 | $12.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 554 | $12.4K | 0.00% | −10−1.8% | Reduced |
| Massmutual Trust Co FSB | 641 | $14.4K | 0.00% | −4−0.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 759 | $17.0K | 0.00% | −5−0.7% | Reduced |
| Silicon Valley Capital Partners | 778 | $17.4K | 0.00% | +4+0.5% | Added |
| Advantage Trust Co | 812 | $18.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 814 | $18.2K | 0.00% | +78+10.6% | Added |
| Brown Brothers Harriman & Co | 850 | $19.0K | 0.00% | +850 | New |
| Caldwell Trust Co | 851 | $19.1K | 0.00% | −100−10.5% | Reduced |
| Kelly Financial Services LLC | 856 | $19.2K | 0.01% | +5+0.6% | Added |
| Quadrant Capital Group LLC | 891 | $20.0K | 0.00% | −153−14.7% | Reduced |
| Truvestments Capital LLC | 938 | $21.0K | 0.01% | +5+0.5% | Added |
| Whittier Trust Co | 950 | $21.3K | 0.00% | −155−14.0% | Reduced |
| Westend Capital Management, LLC | 951 | $21.3K | 0.01% | +951 | New |
| Colonial Trust Co | 990 | $21.9K | 0.00% | −262−20.9% | Reduced |
| Trust Co of Vermont | 1,000 | $22.4K | 0.00% | +987+7,592.3% | Added |
| ORG Partners LLC | 1,130 | $25.2K | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,135 | $25.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,144 | $25.6K | 0.00% | +70+6.5% | Added |
| Walleye Capital LLC | 1,181 | $26.5K | 0.00% | −52,027−97.8% | Reduced |
| JJJ Advisors Inc. | 1,193 | $26.7K | 0.01% | −460−27.8% | Reduced |