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 |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 301 | $7.50K | 0.00% | +1+0.3% | Added |
| NewSquare Capital LLC | 290 | $7.24K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 235 | $5.87K | 0.00% | +235 | New |
| Fortitude Family Office, LLC | 231 | $5.77K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 223 | $5.57K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 215 | $5.53K | 0.00% | +45+26.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 206 | $5.15K | 0.00% | +1+0.5% | Added |
| IFP Advisors, Inc | 204 | $5.10K | 0.00% | +51+33.3% | Added |
| Castleview Partners, LLC | 190 | $4.75K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 181 | $4.52K | 0.00% | +24+15.3% | Added |
| MCF Advisors LLC | 172 | $4.30K | 0.00% | +104+152.9% | Added |
| Bell Investment Advisors, Inc | 165 | $4.12K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 161 | $4.01K | 0.00% | +1+0.6% | Added |
| Washington Trust Co | 154 | $3.85K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 150 | $3.75K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 149 | $3.72K | 0.00% | +1+0.7% | Added |
| Oakworth Capital, Inc. | 145 | $3.62K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 145 | $3.62K | 0.00% | +145 | New |
| Rothschild Investment LLC | 137 | $3.42K | 0.00% | +127+1,270.0% | Added |
| Quarry LP | 135 | $3.37K | 0.00% | +135 | New |
| Abound Wealth Management | 126 | $3.15K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 121 | $3.02K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 115 | $2.87K | 0.00% | +115 | New |
| DT Investment Partners, LLC | 106 | $2.65K | 0.00% | 00.0% | Unchanged |
| 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 |
| SJS Investment Consulting Inc. | 84 | $2.10K | 0.00% | +6+7.7% | Added |
| Sandy Spring Bank | 83 | $2.07K | 0.00% | −1,505−94.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 82 | $2.05K | 0.00% | +27+49.1% | Added |
| Dixon Mitchell Investment Counsel Inc. | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 78 | $1.95K | 0.00% | +11+16.4% | Added |
| Smartleaf Asset Management LLC | 78 | $1.92K | 0.00% | +59+310.5% | Added |
| TD Capital Management LLC | 74 | $1.85K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 74 | $1.85K | 0.00% | −1,070−93.5% | Reduced |
| Raleigh Capital Management Inc. | 70 | $1.75K | 0.00% | +10+16.7% | Added |
| Wetzel Investment Advisors, Inc. | 76 | $1.70K | 0.00% | −451−85.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 65 | $1.62K | 0.00% | +65 | New |
| Great Lakes Retirement, Inc. | 60 | $1.50K | 0.00% | +60 | New |
| Trifecta Capital Advisors, LLC | 57 | $1.42K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 57 | $1.42K | 0.00% | +9+18.8% | Added |
| Salomon & Ludwin, LLC | 56 | $1.40K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $1.20K | 0.00% | +23+92.0% | Added |
| Raffa Wealth Management, LLC | 46 | $1.15K | 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 |
| RFP Financial Group LLC | 40 | $999 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 38 | $950 | 0.00% | +38 | New |
| Bruce G. Allen Investments, LLC | 32 | $799 | 0.00% | 00.0% | Unchanged |
| 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 |
| Lynx Investment Advisory | 24 | $600 | 0.00% | +24 | New |
| PSI Advisors, LLC | 24 | $580 | 0.00% | +1+4.3% | Added |
| Rakuten Securities, Inc. | 22 | $550 | 0.00% | −12−35.3% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $525 | 0.00% | −167−88.8% | Reduced |
| TFC Financial Management | 17 | $425 | 0.00% | +14+466.7% | Added |
| Bokf, NA | 13 | $325 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 8 | $200 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 5 | $112 | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 4 | $100 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 3 | $75 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $21 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,211,416−100.0% | Sold out |
| Philosophy Capital Management LLC | 0 | $0 | 0.00% | −574,500−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −221,499−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −147,252−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −132,972−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −115,025−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −67,011−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −42,993−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −34,024−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −30,460−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −30,024−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −22,605−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −22,071−100.0% | Sold out |
| Bank Ozk | 0 | $0 | 0.00% | −19,577−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −16,885−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −16,362−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −15,020−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −14,826−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −14,613−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −14,176−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −13,045−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12,532−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −11,845−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,388−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,940−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −9,570−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −9,521−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −9,475−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −9,475−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −4,350−100.0% | Sold out |