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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 9,308 | $233.0K | 0.00% | −3,159−25.3% | Reduced |
| MML Investors Services, LLC | 9,284 | $232.0K | 0.00% | −10,802−53.8% | Reduced |
| Group One Trading, L.P. | 9,177 | $229.2K | 0.01% | −14,171−60.7% | Reduced |
| Claret Asset Management Corp | 9,078 | $227.0K | 0.04% | +9,078 | New |
| Cornerstone Wealth Management, LLC | 9,049 | $226.0K | 0.02% | +30+0.3% | Added |
| Fifth Third Bancorp | 8,941 | $223.3K | 0.00% | +672+8.1% | Added |
| State of Wyoming | 8,885 | $221.9K | 0.04% | +6,081+216.9% | Added |
| Capstone Investment Advisors, LLC | 8,794 | $219.7K | 0.00% | −42,336−82.8% | Reduced |
| PFG Investments, LLC | 8,780 | $219.3K | 0.02% | −697−7.4% | Reduced |
| Ancora Advisors, LLC | 8,656 | $216.2K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 8,419 | $210.3K | 0.01% | +8,419 | New |
| Natixis | 8,403 | $209.9K | 0.00% | −59,534−87.6% | Reduced |
| Bragg Financial Advisors, Inc | 8,266 | $206.5K | 0.01% | −3,485−29.7% | Reduced |
| Parallel Advisors, LLC | 8,199 | $204.8K | 0.01% | +571+7.5% | Added |
| CWM, LLC | 8,079 | $202.0K | 0.00% | +1,640+25.5% | Added |
| Ronald Blue Trust, Inc. | 8,905 | $199.5K | 0.00% | +381+4.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,815 | $195.2K | 0.06% | +237+3.1% | Added |
| Atlas Capital Advisors LLC | 7,570 | $189.1K | 0.02% | +4,032+114.0% | Added |
| South Dakota Investment Council | 7,200 | $180.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,200 | $179.9K | 0.07% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,167 | $179.0K | 0.00% | +5,093+245.6% | Added |
| GAMMA Investing LLC | 5,860 | $146.4K | 0.02% | +3,198+120.1% | Added |
| Ameritas Investment Partners, Inc. | 5,823 | $145.4K | 0.00% | −466−7.4% | Reduced |
| Deseret Mutual Benefit Administrators | 5,675 | $141.8K | 0.07% | −1,069−15.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,246 | $131.0K | 0.00% | −559−9.6% | Reduced |
| Acadian Asset Management LLC | 4,928 | $122.0K | 0.00% | +4,928 | New |
| Signaturefd, LLC | 4,743 | $118.5K | 0.00% | +1,525+47.4% | Added |
| Investors Research Corp | 4,600 | $114.9K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,366 | $109.1K | 0.00% | −135−3.0% | Reduced |
| Quent Capital, LLC | 3,830 | $95.7K | 0.01% | −589−13.3% | Reduced |
| Exchange Traded Concepts, LLC | 3,345 | $83.6K | 0.00% | −74−2.2% | Reduced |
| Harbour Investments, Inc. | 3,083 | $77.0K | 0.00% | −201−6.1% | Reduced |
| Heritage Wealth Advisors | 3,005 | $75.1K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,865 | $71.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,780 | $69.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,050 | $68.3K | 0.00% | +201+7.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,695 | $67.3K | 0.00% | +98+3.8% | Added |
| Pinnacle Bancorp, Inc. | 2,674 | $66.8K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 2,450 | $61.2K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,434 | $61.0K | 0.03% | −499−17.0% | Reduced |
| Huntington National Bank | 2,413 | $60.3K | 0.00% | +589+32.3% | Added |
| Montag A & Associates Inc | 2,400 | $60.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,168 | $54.2K | 0.03% | +11+0.5% | Added |
| Global Retirement Partners, LLC | 2,108 | $52.7K | 0.00% | +86+4.3% | Added |
| Allworth Financial LP | 2,009 | $51.2K | 0.00% | −5,860−74.5% | Reduced |
| Signature Resources Capital Management, LLC | 2,000 | $50.0K | 0.04% | +2,000 | New |
| Global Wealth Strategies & Associates | 1,917 | $47.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,852 | $46.2K | 0.00% | +422+29.5% | Added |
| Brown, Lisle/Cummings, Inc. | 1,850 | $46.2K | 0.02% | −300−14.0% | Reduced |
| McIlrath & Eck, LLC | 1,834 | $45.8K | 0.01% | +276+17.7% | Added |
| Cromwell Holdings LLC | 1,695 | $42.3K | 0.03% | +1,695 | New |
| GWM Advisors LLC | 1,615 | $40.3K | 0.00% | −350−17.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,453 | $36.3K | 0.00% | +31+2.2% | Added |
| Redwood Wealth Management Group, LLC | 1,431 | $35.7K | 0.03% | +1,431 | New |
| Innealta Capital, LLC | 1,352 | $33.8K | 0.01% | +1,352 | New |
| JFS Wealth Advisors, LLC | 1,307 | $32.6K | 0.00% | +86+7.0% | Added |
| Larson Financial Group LLC | 1,283 | $32.0K | 0.00% | +59+4.8% | Added |
| JJJ Advisors Inc. | 1,193 | $29.8K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,156 | $28.9K | 0.00% | +21+1.9% | Added |
| Versant Capital Management, Inc | 1,149 | $28.7K | 0.01% | +1,128+5,371.4% | Added |
| Lindbrook Capital, LLC | 1,142 | $28.5K | 0.00% | +709+163.7% | Added |
| Trust Co of Vermont | 1,130 | $28.2K | 0.00% | +130+13.0% | Added |
| ORG Partners LLC | 1,130 | $28.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,112 | $27.8K | 0.00% | +1,112 | New |
| Massmutual Trust Co FSB | 1,055 | $26.4K | 0.00% | +414+64.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,049 | $26.2K | 0.00% | −1,300−55.3% | Reduced |
| International Assets Investment Management, LLC | 1,004 | $25.1K | 0.00% | +1,004 | New |
| Family Firm, Inc. | 1,001 | $25.0K | 0.01% | +1,001 | New |
| Transcendent Capital Group LLC | 1,000 | $25.0K | 0.01% | +1,000 | New |
| Colonial Trust Co | 990 | $24.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 950 | $23.7K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 951 | $23.7K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 860 | $21.5K | 0.01% | +4+0.5% | Added |
| Caldwell Trust Co | 851 | $21.3K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 812 | $20.3K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 782 | $19.5K | 0.00% | +4+0.5% | Added |
| TD Private Client Wealth LLC | 769 | $19.2K | 0.00% | −45−5.5% | Reduced |
| Brown Brothers Harriman & Co | 696 | $17.4K | 0.00% | −154−18.1% | Reduced |
| EverSource Wealth Advisors, LLC | 627 | $16.3K | 0.00% | +157+33.4% | Added |
| Quadrant Capital Group LLC | 645 | $16.1K | 0.00% | −246−27.6% | Reduced |
| Institutional & Family Asset Management, LLC | 622 | $15.5K | 0.00% | +68+12.3% | Added |
| Coppell Advisory Solutions LLC | 577 | $14.4K | 0.00% | +577 | New |
| Hazlett, Burt & Watson, Inc. | 541 | $14.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 554 | $13.8K | 0.00% | +199+56.1% | Added |
| Umb Bank N A | 522 | $13.0K | 0.00% | +157+43.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 524 | $13.0K | 0.00% | −235−31.0% | Reduced |
| Jones Financial Companies LLLP | 506 | $12.6K | 0.00% | +506 | New |
| Farther Finance Advisors, LLC | 502 | $12.5K | 0.00% | +125+33.2% | Added |
| Colonial Trust Advisors | 500 | $12.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 485 | $12.1K | 0.00% | +148+43.9% | Added |
| Tyler-Stone Wealth Management | 401 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $9.99K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $9.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 367 | $9.00K | 0.00% | −26−6.6% | Reduced |
| Private Trust Co NA | 359 | $8.97K | 0.00% | −2−0.6% | Reduced |
| Zions Bancorporation, N.A. | 348 | $8.69K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 347 | $8.66K | 0.00% | +347 | New |
| Geneos Wealth Management Inc. | 321 | $8.02K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 312 | $7.79K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 306 | $7.64K | 0.00% | +33+12.1% | Added |