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 |
|---|---|---|---|---|---|
| Mizuho Securities Co. Ltd. | 4,350 | $97.4K | 0.54% | +4,350 | New |
| Atlas Capital Advisors LLC | 3,538 | $79.3K | 0.01% | +1,065+43.1% | Added |
| Exchange Traded Concepts, LLC | 3,419 | $76.6K | 0.00% | +3,419 | New |
| Harbour Investments, Inc. | 3,284 | $73.6K | 0.00% | −41−1.2% | Reduced |
| Signaturefd, LLC | 3,218 | $72.1K | 0.00% | −25−0.8% | Reduced |
| Heritage Wealth Advisors | 3,005 | $67.3K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,933 | $66.0K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,849 | $65.0K | 0.00% | +2,849 | New |
| Westpac Banking Corp | 2,865 | $64.2K | 0.00% | +1,370+91.6% | Added |
| State of Wyoming | 2,804 | $62.8K | 0.01% | −1,754−38.5% | Reduced |
| HHM Wealth Advisors, LLC | 2,780 | $62.3K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,696 | $60.4K | 0.05% | +2,696 | New |
| Pinnacle Bancorp, Inc. | 2,674 | $59.9K | 0.02% | +103+4.0% | Added |
| GAMMA Investing LLC | 2,662 | $59.6K | 0.01% | +760+40.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,597 | $58.2K | 0.00% | +2,597 | New |
| Allianz SE | 2,500 | $56.0K | 0.00% | +2,500 | New |
| National Pension Service | 2,458 | $55.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,450 | $54.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,400 | $53.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,349 | $52.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,157 | $48.3K | 0.03% | +366+20.4% | Added |
| Brown, Lisle/Cummings, Inc. | 2,150 | $48.2K | 0.02% | +200+10.3% | Added |
| New Covenant Trust Company, N.A. | 2,115 | $47.4K | 0.05% | +2,115 | New |
| Federated Hermes, Inc. | 2,074 | $46.5K | 0.00% | −1,609−43.7% | Reduced |
| Global Retirement Partners, LLC | 2,022 | $45.3K | 0.00% | −9−0.4% | Reduced |
| GWM Advisors LLC | 1,965 | $44.0K | 0.00% | −3,873−66.3% | Reduced |
| Global Wealth Strategies & Associates | 1,917 | $42.9K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,824 | $40.9K | 0.00% | −18−1.0% | Reduced |
| Sandy Spring Bank | 1,588 | $35.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,570 | $35.2K | 0.00% | −14,685−90.3% | Reduced |
| McIlrath & Eck, LLC | 1,558 | $34.9K | 0.01% | +779+100.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,430 | $32.0K | 0.00% | +155+12.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,422 | $31.9K | 0.00% | −1,228−46.3% | Reduced |
| CoreCap Advisors, LLC | 1,401 | $31.4K | 0.00% | +1,401 | New |
| Highlander Capital Management, LLC | 1,300 | $29.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,224 | $27.4K | 0.00% | +3+0.2% | Added |
| JFS Wealth Advisors, LLC | 1,221 | $27.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,193 | $26.7K | 0.01% | −460−27.8% | Reduced |
| Walleye Capital LLC | 1,181 | $26.5K | 0.00% | −52,027−97.8% | Reduced |
| Spire Wealth Management | 1,144 | $25.6K | 0.00% | +70+6.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,135 | $25.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,130 | $25.2K | 0.05% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $22.4K | 0.00% | +987+7,592.3% | Added |
| Colonial Trust Co | 990 | $21.9K | 0.00% | −262−20.9% | Reduced |
| Westend Capital Management, LLC | 951 | $21.3K | 0.01% | +951 | New |
| Whittier Trust Co | 950 | $21.3K | 0.00% | −155−14.0% | Reduced |
| Truvestments Capital LLC | 938 | $21.0K | 0.01% | +5+0.5% | Added |
| Quadrant Capital Group LLC | 891 | $20.0K | 0.00% | −153−14.7% | Reduced |
| Kelly Financial Services LLC | 856 | $19.2K | 0.01% | +5+0.6% | Added |
| Caldwell Trust Co | 851 | $19.1K | 0.00% | −100−10.5% | Reduced |
| Brown Brothers Harriman & Co | 850 | $19.0K | 0.00% | +850 | New |
| TD Private Client Wealth LLC | 814 | $18.2K | 0.00% | +78+10.6% | Added |
| Advantage Trust Co | 812 | $18.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 778 | $17.4K | 0.00% | +4+0.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 759 | $17.0K | 0.00% | −5−0.7% | Reduced |
| Massmutual Trust Co FSB | 641 | $14.4K | 0.00% | −4−0.6% | Reduced |
| Institutional & Family Asset Management, LLC | 554 | $12.4K | 0.00% | −10−1.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 541 | $12.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $11.2K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 527 | $10.7K | 0.01% | −117−18.2% | Reduced |
| Lindbrook Capital, LLC | 433 | $9.70K | 0.00% | −133−23.5% | Reduced |
| EverSource Wealth Advisors, LLC | 470 | $9.46K | 0.00% | +193+69.7% | Added |
| Capital Advisors, Ltd. LLC | 393 | $9.00K | 0.00% | −11−2.7% | Reduced |
| Tyler-Stone Wealth Management | 401 | $8.99K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $8.96K | 0.00% | +400 | New |
| Farmers & Merchants Investments Inc | 394 | $8.83K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 377 | $8.41K | 0.00% | +59+18.6% | Added |
| Umb Bank N A | 365 | $8.18K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 361 | $8.09K | 0.00% | +148+69.5% | Added |
| Parkside Financial Bank & Trust | 355 | $7.95K | 0.00% | +10+2.9% | Added |
| Zions Bancorporation, N.A. | 348 | $7.79K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 337 | $7.56K | 0.00% | −191−36.2% | Reduced |
| Geneos Wealth Management Inc. | 321 | $7.19K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 312 | $6.99K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 302 | $6.76K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 300 | $6.68K | 0.00% | +300 | New |
| NewSquare Capital LLC | 290 | $6.50K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 273 | $6.12K | 0.00% | −1−0.4% | Reduced |
| Fortitude Family Office, LLC | 231 | $5.17K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 223 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 205 | $4.59K | 0.00% | +1+0.5% | Added |
| Castleview Partners, LLC | 190 | $4.26K | 0.00% | −110−36.7% | Reduced |
| Prestige Wealth Management Group LLC | 188 | $4.21K | 0.00% | −409−68.5% | Reduced |
| Sachetta, LLC | 170 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 165 | $3.70K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 160 | $3.58K | 0.00% | +1+0.6% | Added |
| Sofos Investments, Inc. | 159 | $3.55K | 0.00% | +148+1,345.5% | Added |
| MV Capital Management, Inc. | 157 | $3.52K | 0.00% | −95−37.7% | Reduced |
| South State Corp. | 157 | $3.52K | 0.00% | +157 | New |
| Washington Trust Co | 154 | $3.45K | 0.00% | −47−23.4% | Reduced |
| IFP Advisors, Inc | 153 | $3.43K | 0.00% | +16+11.7% | Added |
| FSA Wealth Management LLC | 150 | $3.36K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 150 | $3.36K | 0.00% | +150 | New |
| Pineridge Advisors LLC | 148 | $3.32K | 0.00% | +58+64.4% | Added |
| Semmax Financial Advisors Inc. | 138 | $3.31K | 0.00% | +138 | New |
| Oakworth Capital, Inc. | 145 | $3.25K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 126 | $2.82K | 0.00% | −1−0.8% | Reduced |
| Old Second National Bank of Aurora | 121 | $2.71K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 106 | $2.38K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $2.24K | 0.00% | 00.0% | Unchanged |