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, Q2 2024
Institutional positions in Gen Digital Inc. as of Jun 30, 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
- 569
- +38 vs. Q1 2024
- Shares held
- 524.5M
- +4.17M (+0.8%) vs. Q1 2024
- Total value
- $13.1B
- +$1.46B (+12.6%) vs. Q1 2024
- New holders
- 83
- 209 more added
- Sold out
- 45
- 195 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $21 | 0.00% | +1 | New |
| HighMark Wealth Management LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $75 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $100 | 0.00% | +4 | New |
| Unique Wealth Strategies, LLC | 5 | $112 | 0.00% | +5 | New |
| Vermillion & White Wealth Management Group, LLC | 8 | $200 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 13 | $325 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $425 | 0.00% | +14+466.7% | Added |
| Prestige Wealth Management Group LLC | 21 | $525 | 0.00% | −167−88.8% | Reduced |
| Rakuten Securities, Inc. | 22 | $550 | 0.00% | −12−35.3% | Reduced |
| PSI Advisors, LLC | 24 | $580 | 0.00% | +1+4.3% | Added |
| Lynx Investment Advisory | 24 | $600 | 0.00% | +24 | New |
| ClariVest Asset Management LLC | 29 | $724 | 0.00% | −69,306−100.0% | Reduced |
| Continuum Advisory, LLC | 29 | $724 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 29 | $724 | 0.00% | +29 | New |
| Bruce G. Allen Investments, LLC | 32 | $799 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 38 | $950 | 0.00% | +38 | New |
| RFP Financial Group LLC | 40 | $999 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 77 | $1.00K | 0.00% | +1+1.3% | Added |
| GW&K Investment Management, LLC | 48 | $1.00K | 0.00% | +12+33.3% | Added |
| Close Asset Management Ltd | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 46 | $1.15K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $1.20K | 0.00% | +23+92.0% | Added |
| Salomon & Ludwin, LLC | 56 | $1.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 57 | $1.42K | 0.00% | +9+18.8% | Added |
| Trifecta Capital Advisors, LLC | 57 | $1.42K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 60 | $1.50K | 0.00% | +60 | New |
| Cullen/Frost Bankers, Inc. | 65 | $1.62K | 0.00% | +65 | New |
| Wetzel Investment Advisors, Inc. | 76 | $1.70K | 0.00% | −451−85.6% | Reduced |
| Raleigh Capital Management Inc. | 70 | $1.75K | 0.00% | +10+16.7% | Added |
| Spire Wealth Management | 74 | $1.85K | 0.00% | −1,070−93.5% | Reduced |
| TD Capital Management LLC | 74 | $1.85K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 78 | $1.92K | 0.00% | +59+310.5% | Added |
| Manchester Capital Management LLC | 78 | $1.95K | 0.00% | +11+16.4% | Added |
| Dixon Mitchell Investment Counsel Inc. | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 82 | $2.05K | 0.00% | +27+49.1% | Added |
| Sandy Spring Bank | 83 | $2.07K | 0.00% | −1,505−94.8% | Reduced |
| SJS Investment Consulting Inc. | 84 | $2.10K | 0.00% | +6+7.7% | Added |
| Clean Yield Group | 100 | $2.50K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $2.50K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.50K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 106 | $2.65K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 115 | $2.87K | 0.00% | +115 | New |
| Old Second National Bank of Aurora | 121 | $3.02K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 126 | $3.15K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 135 | $3.37K | 0.00% | +135 | New |
| Rothschild Investment LLC | 137 | $3.42K | 0.00% | +127+1,270.0% | Added |
| Oakworth Capital, Inc. | 145 | $3.62K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 145 | $3.62K | 0.00% | +145 | New |
| Pineridge Advisors LLC | 149 | $3.72K | 0.00% | +1+0.7% | Added |
| WR Wealth Planners, LLC | 150 | $3.75K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 154 | $3.85K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 161 | $4.01K | 0.00% | +1+0.6% | Added |
| Bell Investment Advisors, Inc | 165 | $4.12K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 172 | $4.30K | 0.00% | +104+152.9% | Added |
| MV Capital Management, Inc. | 181 | $4.52K | 0.00% | +24+15.3% | Added |
| Castleview Partners, LLC | 190 | $4.75K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 204 | $5.10K | 0.00% | +51+33.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 206 | $5.15K | 0.00% | +1+0.5% | Added |
| Sachetta, LLC | 215 | $5.53K | 0.00% | +45+26.5% | Added |
| C M Bidwell & Associates Ltd | 223 | $5.57K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 231 | $5.77K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 235 | $5.87K | 0.00% | +235 | New |
| NewSquare Capital LLC | 290 | $7.24K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 301 | $7.50K | 0.00% | +1+0.3% | Added |
| Principal Securities, Inc. | 306 | $7.64K | 0.00% | +33+12.1% | Added |
| CNB Bank | 312 | $7.79K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 321 | $8.02K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 347 | $8.66K | 0.00% | +347 | New |
| Zions Bancorporation, N.A. | 348 | $8.69K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 359 | $8.97K | 0.00% | −2−0.6% | Reduced |
| Capital Advisors, Ltd. LLC | 367 | $9.00K | 0.00% | −26−6.6% | Reduced |
| Farmers & Merchants Investments Inc | 394 | $9.84K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $9.99K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 401 | $10.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 485 | $12.1K | 0.00% | +148+43.9% | Added |
| Colonial Trust Advisors | 500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 502 | $12.5K | 0.00% | +125+33.2% | Added |
| Jones Financial Companies LLLP | 506 | $12.6K | 0.00% | +506 | New |
| Harel Insurance Investments & Financial Services Ltd. | 524 | $13.0K | 0.00% | −235−31.0% | Reduced |
| Umb Bank N A | 522 | $13.0K | 0.00% | +157+43.0% | Added |
| Parkside Financial Bank & Trust | 554 | $13.8K | 0.00% | +199+56.1% | Added |
| Hazlett, Burt & Watson, Inc. | 541 | $14.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 577 | $14.4K | 0.00% | +577 | New |
| Institutional & Family Asset Management, LLC | 622 | $15.5K | 0.00% | +68+12.3% | Added |
| Quadrant Capital Group LLC | 645 | $16.1K | 0.00% | −246−27.6% | Reduced |
| EverSource Wealth Advisors, LLC | 627 | $16.3K | 0.00% | +157+33.4% | Added |
| Brown Brothers Harriman & Co | 696 | $17.4K | 0.00% | −154−18.1% | Reduced |
| TD Private Client Wealth LLC | 769 | $19.2K | 0.00% | −45−5.5% | Reduced |
| Silicon Valley Capital Partners | 782 | $19.5K | 0.00% | +4+0.5% | Added |
| Advantage Trust Co | 812 | $20.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 851 | $21.3K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 860 | $21.5K | 0.01% | +4+0.5% | Added |
| Westend Capital Management, LLC | 951 | $23.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 950 | $23.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 990 | $24.4K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,000 | $25.0K | 0.01% | +1,000 | New |