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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 100 | $2.24K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $2.24K | 0.00% | +100 | New |
| City State Bank | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 80 | $1.79K | 0.00% | +80 | New |
| SJS Investment Consulting Inc. | 78 | $1.75K | 0.00% | −3−3.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $1.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $1.66K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 68 | $1.52K | 0.00% | +8+13.3% | Added |
| Manchester Capital Management LLC | 67 | $1.50K | 0.00% | +43+179.2% | Added |
| Raleigh Capital Management Inc. | 60 | $1.34K | 0.00% | −5−7.7% | Reduced |
| Quest Partners LLC | 59 | $1.32K | 0.00% | −1,702−96.6% | Reduced |
| Trifecta Capital Advisors, LLC | 57 | $1.28K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 56 | $1.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 55 | $1.23K | 0.00% | +4+7.8% | Added |
| Dunhill Financial, LLC | 48 | $1.06K | 0.00% | +7+17.1% | Added |
| Raffa Wealth Management, LLC | 46 | $1.03K | 0.00% | 00.0% | Unchanged |
| 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 |
| Hexagon Capital Partners LLC | 40 | $896 | 0.00% | −109−73.2% | Reduced |
| RFP Financial Group LLC | 40 | $896 | 0.00% | +40 | New |
| Rakuten Securities, Inc. | 34 | $762 | 0.00% | +23+209.1% | Added |
| Bruce G. Allen Investments, LLC | 32 | $717 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $590 | 0.00% | +29 | New |
| True Wealth Design, LLC | 25 | $560 | 0.00% | +11+78.6% | Added |
| PSI Advisors, LLC | 23 | $518 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $470 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 19 | $419 | 0.00% | +19 | New |
| Bokf, NA | 13 | $290 | 0.00% | +5+62.5% | Added |
| Rothschild Investment LLC | 10 | $224 | 0.00% | −5−33.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 8 | $179 | 0.00% | −2−20.0% | Reduced |
| Valued Wealth Advisors LLC | 7 | $157 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6 | $134 | 0.00% | +6 | New |
| TFC Financial Management | 3 | $68 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $67 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $57 | 0.00% | −19−86.4% | Reduced |
| HighMark Wealth Management LLC | 1 | $26 | 0.00% | −41−97.6% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Groupama Asset Managment | 7,711 | – | – | +328+4.4% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −7,889,990−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,624,634−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −988,920−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −659,747−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −346,545−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −305,038−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −274,566−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −172,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −156,126−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −124,780−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −113,130−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −80,277−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −52,226−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −50,101−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −49,602−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −45,076−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −41,715−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −38,110−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −32,829−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −29,925−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −20,729−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −20,224−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −18,721−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −17,699−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −16,274−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −15,212−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −14,934−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −14,775−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −13,720−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −12,771−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −12,330−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −12,225−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,024−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,538−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,356−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −9,990−100.0% | Sold out |
| Foyston, Gordon, & Payne Inc | 0 | $0 | 0.00% | −9,805−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −9,403−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −9,150−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −8,937−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −8,771−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −5,473−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Rocky Mountain Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Alan B. Lancz & Associates, Inc. | – | – | – | – | Not filed |