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, Q3 2024
Institutional positions in Gen Digital Inc. as of Sep 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
- 589
- +24 vs. Q2 2024
- Shares held
- 515.9M
- +45.6M (+9.7%) vs. Q2 2024
- Total value
- $14.2B
- +$2.42B (+20.7%) vs. Q2 2024
- New holders
- 73
- 217 more added
- Sold out
- 49
- 218 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 20 | $0 | 0.00% | +20 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| HighMark Wealth Management LLC | 0 | $5 | 0.00% | −1−100.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $82 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3 | $83 | 0.00% | +3 | New |
| Private Wealth Management Group, LLC | 3 | $83 | 0.00% | +3 | New |
| Vermillion & White Wealth Management Group, LLC | 8 | $219 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 13 | $351 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 14 | $385 | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 15 | $412 | 0.00% | +15 | New |
| CVA Family Office, LLC | 19 | $521 | 0.00% | +19 | New |
| Prestige Wealth Management Group LLC | 21 | $577 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 22 | $607 | 0.00% | +22 | New |
| PSI Advisors, LLC | 24 | $640 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 25 | $686 | 0.00% | +25 | New |
| ClariVest Asset Management LLC | 29 | $724 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 29 | $795 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 30 | $823 | 0.00% | +30 | New |
| Continuum Advisory, LLC | 29 | $871 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $878 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 38 | $1.04K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 40 | $1.10K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 46 | $1.26K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 56 | $1.54K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 57 | $1.56K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 68 | $1.87K | 0.00% | −104−60.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 83 | $2.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 84 | $2.30K | 0.00% | +14+20.0% | Added |
| Salem Investment Counselors Inc | 84 | $2.31K | 0.00% | +84 | New |
| Manchester Capital Management LLC | 95 | $2.61K | 0.00% | +17+21.8% | Added |
| Concord Wealth Partners | 100 | $2.74K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 104 | $2.85K | 0.00% | +22+26.8% | Added |
| DT Investment Partners, LLC | 106 | $2.91K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 106 | $2.91K | 0.00% | +22+26.2% | Added |
| GW&K Investment Management, LLC | 100 | $3.00K | 0.00% | +52+108.3% | Added |
| Clean Yield Group | 111 | $3.04K | 0.00% | +11+11.0% | Added |
| Abound Wealth Management | 126 | $3.46K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 136 | $3.73K | 0.00% | −18−11.7% | Reduced |
| Bell Investment Advisors, Inc | 139 | $3.81K | 0.00% | −26−15.8% | Reduced |
| Oakworth Capital, Inc. | 145 | $3.98K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 145 | $3.98K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 150 | $4.12K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 150 | $4.12K | 0.00% | +150 | New |
| Sugarloaf Wealth Management, LLC | 161 | $4.42K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 175 | $4.80K | 0.01% | +175 | New |
| MV Capital Management, Inc. | 183 | $5.02K | 0.00% | +2+1.1% | Added |
| Walleye Trading LLC | 209 | $5.73K | 0.00% | +209 | New |
| Sachetta, LLC | 215 | $5.90K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 223 | $6.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 231 | $6.34K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 237 | $6.50K | 0.00% | −7,578−97.0% | Reduced |
| Rothschild Investment LLC | 244 | $6.69K | 0.00% | +107+78.1% | Added |
| Citadel Advisors LLC | 266 | $7.30K | 0.00% | −244,808−99.9% | Reduced |
| Skopos Labs, Inc. | 277 | $7.60K | 0.00% | +277 | New |
| NewSquare Capital LLC | 290 | $7.96K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 297 | $8.15K | 0.00% | −51−14.7% | Reduced |
| Bullock Wealth Management Group | 303 | $8.23K | 0.00% | +2+0.7% | Added |
| CNB Bank | 312 | $8.56K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 325 | $8.91K | 0.00% | −34−9.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 348 | $9.56K | 0.00% | +1+0.3% | Added |
| Capital Advisors, Ltd. LLC | 379 | $10.0K | 0.00% | +12+3.3% | Added |
| IFP Advisors, Inc | 365 | $10.0K | 0.00% | +161+78.9% | Added |
| Farmers & Merchants Investments Inc | 394 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 400 | $11.0K | 0.00% | +400 | New |
| Hemington Wealth Management | 381 | $11.0K | 0.00% | +381 | New |
| Harel Insurance Investments & Financial Services Ltd. | 422 | $12.0K | 0.00% | −102−19.5% | Reduced |
| Jones Financial Companies LLLP | 446 | $12.3K | 0.00% | −60−11.9% | Reduced |
| Geneos Wealth Management Inc. | 462 | $12.7K | 0.00% | +141+43.9% | Added |
| GHP Investment Advisors, Inc. | 487 | $13.3K | 0.00% | +2+0.4% | Added |
| Colonial Trust Advisors | 500 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 541 | $15.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 570 | $15.6K | 0.00% | +16+2.9% | Added |
| Coppell Advisory Solutions LLC | 577 | $15.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 579 | $15.9K | 0.00% | +273+89.2% | Added |
| Quadrant Capital Group LLC | 645 | $17.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 658 | $18.0K | 0.00% | −292−30.7% | Reduced |
| Umb Bank N A | 692 | $19.0K | 0.00% | +170+32.6% | Added |
| JFS Wealth Advisors, LLC | 710 | $19.5K | 0.00% | −597−45.7% | Reduced |
| Caldwell Trust Co | 740 | $20.3K | 0.00% | −111−13.0% | Reduced |
| EverSource Wealth Advisors, LLC | 772 | $21.2K | 0.00% | +145+23.1% | Added |
| Silicon Valley Capital Partners | 786 | $21.6K | 0.00% | +4+0.5% | Added |
| Advantage Trust Co | 812 | $22.3K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 946 | $25.9K | 0.00% | +177+23.0% | Added |
| Truvestments Capital LLC | 947 | $26.0K | 0.01% | +947 | New |
| Westend Capital Management, LLC | 951 | $26.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 975 | $26.8K | 0.00% | −15−1.5% | Reduced |
| Trust Co of Vermont | 1,000 | $27.4K | 0.00% | −130−11.5% | Reduced |
| Spire Wealth Management | 1,063 | $29.2K | 0.00% | +989+1,336.5% | Added |
| Lindbrook Capital, LLC | 1,081 | $29.7K | 0.00% | −61−5.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,090 | $29.9K | 0.00% | +855+363.8% | Added |
| ORG Partners LLC | 1,130 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,135 | $31.2K | 0.00% | −21−1.8% | Reduced |
| Massmutual Trust Co FSB | 1,184 | $32.5K | 0.00% | +129+12.2% | Added |
| True Wealth Design, LLC | 1,193 | $32.7K | 0.01% | +1,145+2,385.4% | Added |