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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1,221 | $27.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,224 | $27.4K | 0.00% | +3+0.2% | Added |
| Highlander Capital Management, LLC | 1,300 | $29.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,401 | $31.4K | 0.00% | +1,401 | New |
| Steward Partners Investment Advisory, LLC | 1,422 | $31.9K | 0.00% | −1,228−46.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,430 | $32.0K | 0.00% | +155+12.2% | Added |
| McIlrath & Eck, LLC | 1,558 | $34.9K | 0.01% | +779+100.0% | Added |
| Meeder Asset Management Inc | 1,570 | $35.2K | 0.00% | −14,685−90.3% | Reduced |
| Sandy Spring Bank | 1,588 | $35.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,824 | $40.9K | 0.00% | −18−1.0% | Reduced |
| Global Wealth Strategies & Associates | 1,917 | $42.9K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,965 | $44.0K | 0.00% | −3,873−66.3% | Reduced |
| Global Retirement Partners, LLC | 2,022 | $45.3K | 0.00% | −9−0.4% | Reduced |
| Federated Hermes, Inc. | 2,074 | $46.5K | 0.00% | −1,609−43.7% | Reduced |
| New Covenant Trust Company, N.A. | 2,115 | $47.4K | 0.05% | +2,115 | New |
| Brown, Lisle/Cummings, Inc. | 2,150 | $48.2K | 0.02% | +200+10.3% | Added |
| Rise Advisors, LLC | 2,157 | $48.3K | 0.03% | +366+20.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,349 | $52.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,400 | $53.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,450 | $54.9K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 2,458 | $55.1K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 2,500 | $56.0K | 0.00% | +2,500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,597 | $58.2K | 0.00% | +2,597 | New |
| GAMMA Investing LLC | 2,662 | $59.6K | 0.01% | +760+40.0% | Added |
| Pinnacle Bancorp, Inc. | 2,674 | $59.9K | 0.02% | +103+4.0% | Added |
| EntryPoint Capital, LLC | 2,696 | $60.4K | 0.05% | +2,696 | New |
| HHM Wealth Advisors, LLC | 2,780 | $62.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,804 | $62.8K | 0.01% | −1,754−38.5% | Reduced |
| Westpac Banking Corp | 2,865 | $64.2K | 0.00% | +1,370+91.6% | Added |
| Mather Group, LLC. | 2,849 | $65.0K | 0.00% | +2,849 | New |
| Sentry Investment Management LLC | 2,933 | $66.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,005 | $67.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,218 | $72.1K | 0.00% | −25−0.8% | Reduced |
| Harbour Investments, Inc. | 3,284 | $73.6K | 0.00% | −41−1.2% | Reduced |
| Exchange Traded Concepts, LLC | 3,419 | $76.6K | 0.00% | +3,419 | New |
| Atlas Capital Advisors LLC | 3,538 | $79.3K | 0.01% | +1,065+43.1% | Added |
| Mizuho Securities Co. Ltd. | 4,350 | $97.4K | 0.54% | +4,350 | New |
| Quent Capital, LLC | 4,419 | $99.0K | 0.01% | −34−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,501 | $100.8K | 0.00% | −116−2.5% | Reduced |
| Investors Research Corp | 4,600 | $103.0K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,805 | $130.0K | 0.00% | +541+10.3% | Added |
| Cambridge Trust Co | 6,086 | $136.3K | 0.01% | −420−6.5% | Reduced |
| Ameritas Investment Partners, Inc. | 6,289 | $140.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,439 | $144.0K | 0.00% | +151+2.4% | Added |
| Deseret Mutual Benefit Administrators | 6,744 | $151.1K | 0.08% | +393+6.2% | Added |
| South Dakota Investment Council | 7,200 | $161.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,200 | $161.3K | 0.07% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7,578 | $169.7K | 0.06% | +7,578 | New |
| Parallel Advisors, LLC | 7,628 | $170.9K | 0.00% | +368+5.1% | Added |
| Allworth Financial LP | 7,869 | $176.3K | 0.00% | −92−1.2% | Reduced |
| Fifth Third Bancorp | 8,269 | $185.2K | 0.00% | +560+7.3% | Added |
| Ronald Blue Trust, Inc. | 8,524 | $190.9K | 0.00% | +8,475+17,295.9% | Added |
| Ancora Advisors, LLC | 8,656 | $193.9K | 0.00% | +46+0.5% | Added |
| Covestor Ltd | 8,985 | $201.0K | 0.13% | +466+5.5% | Added |
| Cornerstone Wealth Management, LLC | 9,019 | $202.0K | 0.02% | +50+0.6% | Added |
| Lake Street Advisors Group, LLC | 9,325 | $208.9K | 0.01% | +26+0.3% | Added |
| Investment Management Corp of Ontario | 9,326 | $208.9K | 0.01% | −4,100−30.5% | Reduced |
| ZWJ Investment Counsel Inc | 9,475 | $212.2K | 0.01% | +9,475 | New |
| Fiera Capital Corp | 9,475 | $212.2K | 0.00% | +9,475 | New |
| PFG Investments, LLC | 9,477 | $212.3K | 0.01% | +9,477 | New |
| Eqis Capital Management, Inc. | 9,521 | $213.3K | 0.02% | −360−3.6% | Reduced |
| Vantage Consulting Group Inc | 9,570 | $214.4K | 0.14% | +176+1.9% | Added |
| Congress Wealth Management LLC | 9,735 | $218.1K | 0.00% | +479+5.2% | Added |
| Bridgefront Capital, LLC | 9,940 | $222.7K | 0.17% | +9,940 | New |
| Quantinno Capital Management LP | 10,309 | $231.0K | 0.01% | +10,309 | New |
| Horizon Investments, LLC | 10,517 | $235.6K | 0.01% | −79−0.7% | Reduced |
| Profund Advisors LLC | 10,626 | $238.0K | 0.01% | −1,497−12.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,038 | $247.3K | 0.01% | −24,250−68.7% | Reduced |
| Public Sector Pension Investment Board | 11,156 | $249.9K | 0.00% | 00.0% | Unchanged |
| Kendall Capital Management | 11,285 | $252.8K | 0.09% | −1,305−10.4% | Reduced |
| Beacon Pointe Advisors, LLC | 11,374 | $254.8K | 0.00% | +1,905+20.1% | Added |
| Dark Forest Capital Management LP | 11,388 | $255.1K | 0.04% | +11,388 | New |
| Cerity Partners LLC | 11,387 | $255.3K | 0.00% | +11,387 | New |
| Bragg Financial Advisors, Inc | 11,751 | $263.2K | 0.01% | −8,314−41.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 11,845 | $265.3K | 0.01% | −23−0.2% | Reduced |
| Foster & Motley Inc | 12,099 | $271.0K | 0.02% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 12,241 | $274.2K | 0.01% | +63+0.5% | Added |
| CIBC World Markets Inc. | 12,467 | $279.0K | 0.00% | +12,467 | New |
| Rockefeller Capital Management L.P. | 12,532 | $280.7K | 0.00% | +1,460+13.2% | Added |
| HM Payson & Co | 12,900 | $289.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 12,955 | $290.2K | 0.01% | +1,035+8.7% | Added |
| Van Eck Associates Corp | 13,049 | $292.0K | 0.00% | +506+4.0% | Added |
| Greenwood Capital Associates LLC | 13,045 | $292.2K | 0.04% | −2,986−18.6% | Reduced |
| Ballentine Partners, LLC | 13,097 | $293.4K | 0.01% | +1,257+10.6% | Added |
| Advisors Asset Management, Inc. | 13,107 | $293.6K | 0.01% | +1,396+11.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,332 | $298.6K | 0.00% | +1,910+16.7% | Added |
| NEOS Investment Management LLC | 13,497 | $302.3K | 0.02% | +13,497 | New |
| Hanson & Doremus Investment Management | 13,944 | $312.0K | 0.05% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 14,176 | $317.5K | 0.03% | −44−0.3% | Reduced |
| First Horizon Advisors, Inc. | 14,344 | $321.3K | 0.01% | +8+0.1% | Added |
| Colony Group, LLC | 14,384 | $322.0K | 0.00% | +14,384 | New |
| Picton Mahoney Asset Management | 14,650 | $327.0K | 0.01% | +14,650 | New |
| SYSTM Wealth Solutions LLC | 14,613 | $327.3K | 0.04% | −472−3.1% | Reduced |
| Caxton Associates LP | 14,826 | $332.1K | 0.02% | −13,636−47.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 15,020 | $336.4K | 0.20% | +15,020 | New |
| Boston Private Wealth LLC | 15,043 | $337.0K | 0.01% | +15,043 | New |
| Vestcor Inc | 15,080 | $338.0K | 0.01% | −8,328−35.6% | Reduced |
| Rakuten Investment Management, Inc. | 15,211 | $340.7K | 0.00% | +13,808+984.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,336 | $343.5K | 0.03% | +15,336 | New |
| D.A. Davidson & Co. | 15,700 | $351.7K | 0.00% | +1,900+13.8% | Added |