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 |
|---|---|---|---|---|---|
| Family Firm, Inc. | 1,001 | $25.0K | 0.01% | +1,001 | New |
| International Assets Investment Management, LLC | 1,004 | $25.1K | 0.00% | +1,004 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,049 | $26.2K | 0.00% | −1,300−55.3% | Reduced |
| Massmutual Trust Co FSB | 1,055 | $26.4K | 0.00% | +414+64.6% | Added |
| Venturi Wealth Management, LLC | 1,112 | $27.8K | 0.00% | +1,112 | New |
| ORG Partners LLC | 1,130 | $28.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,130 | $28.2K | 0.00% | +130+13.0% | Added |
| Lindbrook Capital, LLC | 1,142 | $28.5K | 0.00% | +709+163.7% | Added |
| Versant Capital Management, Inc | 1,149 | $28.7K | 0.01% | +1,128+5,371.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $28.9K | 0.00% | +21+1.9% | Added |
| JJJ Advisors Inc. | 1,193 | $29.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,283 | $32.0K | 0.00% | +59+4.8% | Added |
| JFS Wealth Advisors, LLC | 1,307 | $32.6K | 0.00% | +86+7.0% | Added |
| Innealta Capital, LLC | 1,352 | $33.8K | 0.01% | +1,352 | New |
| Redwood Wealth Management Group, LLC | 1,431 | $35.7K | 0.03% | +1,431 | New |
| Steward Partners Investment Advisory, LLC | 1,453 | $36.3K | 0.00% | +31+2.2% | Added |
| GWM Advisors LLC | 1,615 | $40.3K | 0.00% | −350−17.8% | Reduced |
| Cromwell Holdings LLC | 1,695 | $42.3K | 0.03% | +1,695 | New |
| McIlrath & Eck, LLC | 1,834 | $45.8K | 0.01% | +276+17.7% | Added |
| Brown, Lisle/Cummings, Inc. | 1,850 | $46.2K | 0.02% | −300−14.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,852 | $46.2K | 0.00% | +422+29.5% | Added |
| Global Wealth Strategies & Associates | 1,917 | $47.9K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 2,000 | $50.0K | 0.04% | +2,000 | New |
| Allworth Financial LP | 2,009 | $51.2K | 0.00% | −5,860−74.5% | Reduced |
| Global Retirement Partners, LLC | 2,108 | $52.7K | 0.00% | +86+4.3% | Added |
| Rise Advisors, LLC | 2,168 | $54.2K | 0.03% | +11+0.5% | Added |
| Montag A & Associates Inc | 2,400 | $60.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,413 | $60.3K | 0.00% | +589+32.3% | Added |
| Sentry Investment Management LLC | 2,434 | $61.0K | 0.03% | −499−17.0% | Reduced |
| Central Trust Co | 2,450 | $61.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,674 | $66.8K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,695 | $67.3K | 0.00% | +98+3.8% | Added |
| Mather Group, LLC. | 3,050 | $68.3K | 0.00% | +201+7.1% | Added |
| HHM Wealth Advisors, LLC | 2,780 | $69.4K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,865 | $71.6K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,005 | $75.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,083 | $77.0K | 0.00% | −201−6.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,345 | $83.6K | 0.00% | −74−2.2% | Reduced |
| Quent Capital, LLC | 3,830 | $95.7K | 0.01% | −589−13.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,366 | $109.1K | 0.00% | −135−3.0% | Reduced |
| Investors Research Corp | 4,600 | $114.9K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,743 | $118.5K | 0.00% | +1,525+47.4% | Added |
| Acadian Asset Management LLC | 4,928 | $122.0K | 0.00% | +4,928 | New |
| Parallax Volatility Advisers, L.P. | 5,246 | $131.0K | 0.00% | −559−9.6% | Reduced |
| Deseret Mutual Benefit Administrators | 5,675 | $141.8K | 0.07% | −1,069−15.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,823 | $145.4K | 0.00% | −466−7.4% | Reduced |
| GAMMA Investing LLC | 5,860 | $146.4K | 0.02% | +3,198+120.1% | Added |
| Federated Hermes, Inc. | 7,167 | $179.0K | 0.00% | +5,093+245.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,200 | $179.9K | 0.07% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,200 | $180.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7,570 | $189.1K | 0.02% | +4,032+114.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,815 | $195.2K | 0.06% | +237+3.1% | Added |
| Ronald Blue Trust, Inc. | 8,905 | $199.5K | 0.00% | +381+4.5% | Added |
| CWM, LLC | 8,079 | $202.0K | 0.00% | +1,640+25.5% | Added |
| Parallel Advisors, LLC | 8,199 | $204.8K | 0.01% | +571+7.5% | Added |
| Bragg Financial Advisors, Inc | 8,266 | $206.5K | 0.01% | −3,485−29.7% | Reduced |
| Natixis | 8,403 | $209.9K | 0.00% | −59,534−87.6% | Reduced |
| Coldstream Capital Management Inc | 8,419 | $210.3K | 0.01% | +8,419 | New |
| Ancora Advisors, LLC | 8,656 | $216.2K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,780 | $219.3K | 0.02% | −697−7.4% | Reduced |
| Capstone Investment Advisors, LLC | 8,794 | $219.7K | 0.00% | −42,336−82.8% | Reduced |
| State of Wyoming | 8,885 | $221.9K | 0.04% | +6,081+216.9% | Added |
| Fifth Third Bancorp | 8,941 | $223.3K | 0.00% | +672+8.1% | Added |
| Cornerstone Wealth Management, LLC | 9,049 | $226.0K | 0.02% | +30+0.3% | Added |
| Claret Asset Management Corp | 9,078 | $227.0K | 0.04% | +9,078 | New |
| Group One Trading, L.P. | 9,177 | $229.2K | 0.01% | −14,171−60.7% | Reduced |
| MML Investors Services, LLC | 9,284 | $232.0K | 0.00% | −10,802−53.8% | Reduced |
| CIBC World Markets Inc. | 9,308 | $233.0K | 0.00% | −3,159−25.3% | Reduced |
| Congress Wealth Management LLC | 9,432 | $235.6K | 0.00% | −303−3.1% | Reduced |
| Lake Street Advisors Group, LLC | 9,526 | $238.0K | 0.01% | +201+2.2% | Added |
| Avidian Wealth Solutions, LLC | 9,612 | $240.1K | 0.01% | +9,612 | New |
| Covestor Ltd | 9,885 | $247.0K | 0.16% | +900+10.0% | Added |
| Beacon Pointe Advisors, LLC | 10,154 | $253.7K | 0.00% | −1,220−10.7% | Reduced |
| Everhart Financial Group, Inc. | 10,328 | $258.0K | 0.07% | +10,328 | New |
| Mutual Advisors, LLC | 9,936 | $258.9K | 0.01% | +9,936 | New |
| Horizon Investments, LLC | 10,456 | $261.2K | 0.01% | −61−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,061 | $276.3K | 0.02% | +23+0.2% | Added |
| Raymond James Trust N.A. | 11,079 | $276.8K | 0.01% | −1,876−14.5% | Reduced |
| Profund Advisors LLC | 11,144 | $278.4K | 0.01% | +518+4.9% | Added |
| Teacher Retirement System of Texas | 11,152 | $279.0K | 0.00% | −223,806−95.3% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 11,188 | $279.5K | 0.10% | +11,188 | New |
| Kendall Capital Management | 11,245 | $280.9K | 0.09% | −40−0.4% | Reduced |
| Atria Investments LLC | 11,447 | $285.9K | 0.00% | +11,447 | New |
| Kestra Advisory Services, LLC | 11,609 | $290.0K | 0.00% | +11,609 | New |
| Foster & Motley Inc | 11,652 | $291.0K | 0.02% | −447−3.7% | Reduced |
| HM Payson & Co | 11,700 | $292.3K | 0.01% | −1,200−9.3% | Reduced |
| Platform Technology Partners | 12,349 | $308.5K | 0.11% | +12,349 | New |
| Picton Mahoney Asset Management | 12,600 | $314.0K | 0.01% | −2,050−14.0% | Reduced |
| Cerity Partners LLC | 12,772 | $319.1K | 0.00% | +1,385+12.2% | Added |
| Investment Management Corp of Ontario | 12,826 | $320.4K | 0.01% | +3,500+37.5% | Added |
| PGGM Investments | 13,222 | $330.0K | 0.00% | +13,222 | New |
| Ballentine Partners, LLC | 13,448 | $335.9K | 0.01% | +351+2.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,489 | $337.0K | 0.00% | +157+1.2% | Added |
| Hanson & Doremus Investment Management | 13,944 | $348.0K | 0.06% | 00.0% | Unchanged |
| Veriti Management LLC | 14,045 | $350.8K | 0.02% | +14,045 | New |
| Aristeia Capital LLC | 14,261 | $356.2K | 0.01% | +14,261 | New |
| O'Shaughnessy Asset Management, LLC | 14,492 | $362.0K | 0.00% | +14,492 | New |
| First Horizon Advisors, Inc. | 14,607 | $364.9K | 0.01% | +263+1.8% | Added |
| United Services Automobile Association | 14,824 | $370.3K | 0.01% | −1,061−6.7% | Reduced |
| CSS LLC | 15,000 | $374.7K | 0.03% | −8,000−34.8% | Reduced |