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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 23,267 | $521.0K | 0.00% | −523−2.2% | Reduced |
| Mariner, LLC | 23,162 | $518.8K | 0.00% | −2,676−10.4% | Reduced |
| E. Ohman J:or Asset Management AB | 23,100 | $517.4K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 23,000 | $515.2K | 0.04% | +23,000 | New |
| Ifrah Financial Services, Inc. | 22,969 | $514.5K | 0.14% | +10,368+82.3% | Added |
| Shell Asset Management Co | 20,563 | $514.0K | 0.02% | −674−3.2% | Reduced |
| Metropolitan Life Insurance Co | 22,605 | $506.4K | 0.02% | −345−1.5% | Reduced |
| Wolverine Trading, LLC | 22,071 | $494.4K | 0.01% | +22,071 | New |
| IMC-Chicago, LLC | 21,544 | $482.6K | 0.02% | +2,402+12.5% | Added |
| Ci Investments Inc. | 21,448 | $480.0K | 0.00% | −10,348−32.5% | Reduced |
| MAI Capital Management | 21,402 | $479.4K | 0.00% | −1,363−6.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $470.4K | 0.11% | −21,000−50.0% | Reduced |
| Empirical Finance, LLC | 20,732 | $464.4K | 0.03% | +686+3.4% | Added |
| Bessemer Group Inc | 20,628 | $462.0K | 0.00% | −17,169−45.4% | Reduced |
| Wealthfront Advisers LLC | 20,523 | $459.7K | 0.00% | +1,719+9.1% | Added |
| Cresset Asset Management, LLC | 20,321 | $455.2K | 0.00% | +1,853+10.0% | Added |
| MML Investors Services, LLC | 20,086 | $450.0K | 0.00% | −32,457−61.8% | Reduced |
| Agf Management Ltd | 19,811 | $443.8K | 0.00% | −594−2.9% | Reduced |
| Bank Ozk | 19,577 | $438.5K | 0.20% | −9,083−31.7% | Reduced |
| Norinchukin Bank, The | 19,333 | $433.1K | 0.01% | −372−1.9% | Reduced |
| Wetherby Asset Management Inc | 19,052 | $426.8K | 0.02% | −1,947−9.3% | Reduced |
| NBC Securities, Inc. | 19,061 | $426.0K | 0.04% | +2,255+13.4% | Added |
| Everence Capital Management Inc | 18,890 | $423.0K | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 18,783 | $420.7K | 0.00% | −56,050−74.9% | Reduced |
| Stephens Inc | 18,578 | $416.1K | 0.01% | −72−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 18,496 | $414.3K | 0.03% | −1,591−7.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 18,022 | $403.7K | 0.02% | +1,180+7.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,785 | $398.4K | 0.01% | −61−0.3% | Reduced |
| Systematic Alpha Investments, LLC | 17,776 | $398.2K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 17,357 | $388.8K | 0.05% | −249−1.4% | Reduced |
| Janney Montgomery Scott LLC | 16,992 | $381.0K | 0.00% | −10,599−38.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,885 | $378.2K | 0.02% | −556−3.2% | Reduced |
| Gsa Capital Partners LLP | 16,362 | $367.0K | 0.03% | +16,362 | New |
| United Services Automobile Association | 15,885 | $355.8K | 0.01% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 15,853 | $355.1K | 0.13% | 00.0% | Unchanged |
| Greenleaf Trust | 15,779 | $353.4K | 0.00% | −111−0.7% | Reduced |
| QRG Capital Management, Inc. | 15,724 | $352.2K | 0.00% | −892−5.4% | Reduced |
| D.A. Davidson & Co. | 15,700 | $351.7K | 0.00% | +1,900+13.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,336 | $343.5K | 0.03% | +15,336 | New |
| Rakuten Investment Management, Inc. | 15,211 | $340.7K | 0.00% | +13,808+984.2% | Added |
| Vestcor Inc | 15,080 | $338.0K | 0.01% | −8,328−35.6% | Reduced |
| Boston Private Wealth LLC | 15,043 | $337.0K | 0.01% | +15,043 | New |
| Asahi Life Asset Management Co., Ltd. | 15,020 | $336.4K | 0.20% | +15,020 | New |
| Caxton Associates LP | 14,826 | $332.1K | 0.02% | −13,636−47.9% | Reduced |
| SYSTM Wealth Solutions LLC | 14,613 | $327.3K | 0.04% | −472−3.1% | Reduced |
| Picton Mahoney Asset Management | 14,650 | $327.0K | 0.01% | +14,650 | New |
| Colony Group, LLC | 14,384 | $322.0K | 0.00% | +14,384 | New |
| First Horizon Advisors, Inc. | 14,344 | $321.3K | 0.01% | +8+0.1% | Added |
| Kinneret Advisory, LLC | 14,176 | $317.5K | 0.03% | −44−0.3% | Reduced |
| Hanson & Doremus Investment Management | 13,944 | $312.0K | 0.05% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 13,497 | $302.3K | 0.02% | +13,497 | New |
| Envestnet Portfolio Solutions, Inc. | 13,332 | $298.6K | 0.00% | +1,910+16.7% | Added |
| Advisors Asset Management, Inc. | 13,107 | $293.6K | 0.01% | +1,396+11.9% | Added |
| Ballentine Partners, LLC | 13,097 | $293.4K | 0.01% | +1,257+10.6% | Added |
| Greenwood Capital Associates LLC | 13,045 | $292.2K | 0.04% | −2,986−18.6% | Reduced |
| Van Eck Associates Corp | 13,049 | $292.0K | 0.00% | +506+4.0% | Added |
| Raymond James Trust N.A. | 12,955 | $290.2K | 0.01% | +1,035+8.7% | Added |
| HM Payson & Co | 12,900 | $289.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,532 | $280.7K | 0.00% | +1,460+13.2% | Added |
| CIBC World Markets Inc. | 12,467 | $279.0K | 0.00% | +12,467 | New |
| Connectus Wealth, LLC | 12,241 | $274.2K | 0.01% | +63+0.5% | Added |
| Foster & Motley Inc | 12,099 | $271.0K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 11,845 | $265.3K | 0.01% | −23−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 11,751 | $263.2K | 0.01% | −8,314−41.4% | Reduced |
| Cerity Partners LLC | 11,387 | $255.3K | 0.00% | +11,387 | New |
| Dark Forest Capital Management LP | 11,388 | $255.1K | 0.04% | +11,388 | New |
| Beacon Pointe Advisors, LLC | 11,374 | $254.8K | 0.00% | +1,905+20.1% | Added |
| Kendall Capital Management | 11,285 | $252.8K | 0.09% | −1,305−10.4% | Reduced |
| Public Sector Pension Investment Board | 11,156 | $249.9K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 11,038 | $247.3K | 0.01% | −24,250−68.7% | Reduced |
| Profund Advisors LLC | 10,626 | $238.0K | 0.01% | −1,497−12.3% | Reduced |
| Horizon Investments, LLC | 10,517 | $235.6K | 0.01% | −79−0.7% | Reduced |
| Quantinno Capital Management LP | 10,309 | $231.0K | 0.01% | +10,309 | New |
| Bridgefront Capital, LLC | 9,940 | $222.7K | 0.17% | +9,940 | New |
| Congress Wealth Management LLC | 9,735 | $218.1K | 0.00% | +479+5.2% | Added |
| Vantage Consulting Group Inc | 9,570 | $214.4K | 0.14% | +176+1.9% | Added |
| Eqis Capital Management, Inc. | 9,521 | $213.3K | 0.02% | −360−3.6% | Reduced |
| PFG Investments, LLC | 9,477 | $212.3K | 0.01% | +9,477 | New |
| 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 |
| Investment Management Corp of Ontario | 9,326 | $208.9K | 0.01% | −4,100−30.5% | Reduced |
| Lake Street Advisors Group, LLC | 9,325 | $208.9K | 0.01% | +26+0.3% | Added |
| Cornerstone Wealth Management, LLC | 9,019 | $202.0K | 0.02% | +50+0.6% | Added |
| Covestor Ltd | 8,985 | $201.0K | 0.13% | +466+5.5% | Added |
| Ancora Advisors, LLC | 8,656 | $193.9K | 0.00% | +46+0.5% | Added |
| Ronald Blue Trust, Inc. | 8,524 | $190.9K | 0.00% | +8,475+17,295.9% | Added |
| Fifth Third Bancorp | 8,269 | $185.2K | 0.00% | +560+7.3% | Added |
| Allworth Financial LP | 7,869 | $176.3K | 0.00% | −92−1.2% | Reduced |
| Parallel Advisors, LLC | 7,628 | $170.9K | 0.00% | +368+5.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,578 | $169.7K | 0.06% | +7,578 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,200 | $161.3K | 0.07% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,200 | $161.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6,744 | $151.1K | 0.08% | +393+6.2% | Added |
| CWM, LLC | 6,439 | $144.0K | 0.00% | +151+2.4% | Added |
| Ameritas Investment Partners, Inc. | 6,289 | $140.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 6,086 | $136.3K | 0.01% | −420−6.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,805 | $130.0K | 0.00% | +541+10.3% | Added |
| Investors Research Corp | 4,600 | $103.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,501 | $100.8K | 0.00% | −116−2.5% | Reduced |
| Quent Capital, LLC | 4,419 | $99.0K | 0.01% | −34−0.8% | Reduced |