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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 1,251 | $34.3K | 0.00% | +1,251 | New |
| Capital Performance Advisors LLP | 1,279 | $35.1K | 0.01% | +1,279 | New |
| Larson Financial Group LLC | 1,309 | $35.9K | 0.00% | +26+2.0% | Added |
| Teachers Insurance & Annuity Association of America | 1,680 | $46.1K | 0.07% | +1,680 | New |
| Cromwell Holdings LLC | 1,695 | $46.5K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,710 | $46.9K | 0.00% | −398−18.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,715 | $47.0K | 0.00% | +262+18.0% | Added |
| Ashton Thomas Securities, LLC | 1,776 | $48.7K | 0.01% | +1,776 | New |
| McIlrath & Eck, LLC | 1,781 | $48.9K | 0.01% | −53−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,852 | $50.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1,917 | $52.6K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,960 | $53.8K | 0.00% | −49−2.4% | Reduced |
| Rise Advisors, LLC | 1,974 | $54.2K | 0.03% | −194−8.9% | Reduced |
| Signature Resources Capital Management, LLC | 2,000 | $54.9K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,028 | $55.6K | 0.00% | +2,028 | New |
| Versant Capital Management, Inc | 2,102 | $57.7K | 0.01% | +953+82.9% | Added |
| Venturi Wealth Management, LLC | 2,145 | $58.8K | 0.00% | +1,033+92.9% | Added |
| Brown, Lisle/Cummings, Inc. | 2,150 | $59.0K | 0.02% | +300+16.2% | Added |
| Dunhill Financial, LLC | 2,261 | $62.0K | 0.03% | +2,204+3,866.7% | Added |
| Montag A & Associates Inc | 2,400 | $65.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,434 | $66.8K | 0.00% | −16−0.7% | Reduced |
| Sentry Investment Management LLC | 2,434 | $67.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 2,601 | $71.3K | 0.00% | +188+7.8% | Added |
| Pinnacle Bancorp, Inc. | 2,674 | $73.3K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,780 | $76.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,840 | $77.9K | 0.00% | +145+5.4% | Added |
| Westpac Banking Corp | 2,865 | $78.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,930 | $80.4K | 0.00% | −120−3.9% | Reduced |
| Heritage Wealth Advisors | 3,005 | $82.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,099 | $85.0K | 0.00% | +16+0.5% | Added |
| Bryn Mawr Trust Co | 3,129 | $85.8K | 0.00% | +3,129 | New |
| Quent Capital, LLC | 3,602 | $98.8K | 0.01% | −228−6.0% | Reduced |
| Clearstead Advisors, LLC | 3,941 | $108.1K | 0.00% | +3,941 | New |
| Covestor Ltd | 4,108 | $113.0K | 0.07% | −5,777−58.4% | Reduced |
| Signaturefd, LLC | 4,576 | $125.5K | 0.00% | −167−3.5% | Reduced |
| Investors Research Corp | 4,600 | $126.2K | 0.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 5,232 | $143.4K | 0.01% | +5,232 | New |
| Ancora Advisors, LLC | 5,258 | $144.2K | 0.00% | −3,398−39.3% | Reduced |
| Deseret Mutual Benefit Administrators | 5,386 | $147.7K | 0.08% | −289−5.1% | Reduced |
| Smartleaf Asset Management LLC | 5,410 | $148.6K | 0.02% | +5,332+6,835.9% | Added |
| Farther Finance Advisors, LLC | 5,726 | $157.1K | 0.01% | +5,224+1,040.6% | Added |
| Ameritas Investment Partners, Inc. | 5,823 | $159.7K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 6,167 | $169.2K | 0.00% | +6,167 | New |
| South Dakota Investment Council | 7,200 | $197.0K | 0.00% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 7,182 | $197.0K | 0.07% | +7,182 | New |
| CBOE Vest Financial, LLC | 7,301 | $200.3K | 0.00% | +7,301 | New |
| Northwestern Mutual Wealth Management Co | 7,335 | $201.2K | 0.00% | +2,969+68.0% | Added |
| Eqis Capital Management, Inc. | 7,337 | $201.3K | 0.02% | +7,337 | New |
| Horizon Investments, LLC | 7,350 | $201.6K | 0.01% | −3,106−29.7% | Reduced |
| RSM US Wealth Management LLC | 7,423 | $201.8K | 0.00% | +7,423 | New |
| Forza Wealth Management, LLC | 7,405 | $203.1K | 0.09% | +7,405 | New |
| Altfest L J & Co Inc | 7,476 | $205.0K | 0.03% | +7,476 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,550 | $207.1K | 0.08% | +350+4.9% | Added |
| Iron Financial, LLC | 7,585 | $208.1K | 0.11% | +7,585 | New |
| Exchange Traded Concepts, LLC | 7,623 | $209.1K | 0.00% | +4,278+127.9% | Added |
| Private Advisor Group, LLC | 7,673 | $210.5K | 0.00% | +7,673 | New |
| Blair William & Co | 7,872 | $215.9K | 0.00% | +7,872 | New |
| Landscape Capital Management, L.L.C. | 7,877 | $216.1K | 0.02% | +7,877 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,049 | $220.7K | 0.01% | +7,000+667.3% | Added |
| E Fund Management Co., Ltd. | 8,170 | $224.1K | 0.01% | +8,170 | New |
| Gateway Wealth Partners, LLC | 8,180 | $224.4K | 0.06% | +8,180 | New |
| Dark Forest Capital Management LP | 8,188 | $224.6K | 0.03% | +8,188 | New |
| GAMMA Investing LLC | 8,401 | $230.4K | 0.02% | +2,541+43.4% | Added |
| HM Payson & Co | 8,705 | $238.8K | 0.00% | −2,995−25.6% | Reduced |
| Atomi Financial Group, Inc. | 8,790 | $241.1K | 0.02% | +8,790 | New |
| Parallel Advisors, LLC | 8,879 | $243.6K | 0.01% | +680+8.3% | Added |
| CAPROCK Group, Inc. | 8,908 | $244.3K | 0.01% | +8,908 | New |
| Congress Wealth Management LLC | 8,960 | $245.8K | 0.00% | −472−5.0% | Reduced |
| PFG Investments, LLC | 9,038 | $247.9K | 0.02% | +258+2.9% | Added |
| Coldstream Capital Management Inc | 8,993 | $248.9K | 0.01% | +574+6.8% | Added |
| Cornerstone Wealth Management, LLC | 9,093 | $249.4K | 0.02% | +44+0.5% | Added |
| Claret Asset Management Corp | 9,120 | $250.0K | 0.04% | +42+0.5% | Added |
| Marex Group plc | 9,170 | $251.5K | 0.01% | −6,364−41.0% | Reduced |
| Lake Street Advisors Group, LLC | 9,263 | $254.1K | 0.01% | −263−2.8% | Reduced |
| Gallacher Capital Management LLC | 9,287 | $254.7K | 0.12% | −23,420−71.6% | Reduced |
| Ronald Blue Trust, Inc. | 10,296 | $257.2K | 0.00% | +1,391+15.6% | Added |
| Fifth Third Bancorp | 9,553 | $262.0K | 0.00% | +612+6.8% | Added |
| Picton Mahoney Asset Management | 9,570 | $263.0K | 0.01% | −3,030−24.0% | Reduced |
| Avidian Wealth Solutions, LLC | 9,765 | $267.8K | 0.01% | +153+1.6% | Added |
| Mutual Advisors, LLC | 9,916 | $267.9K | 0.01% | −20−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,858 | $270.4K | 0.00% | −3,631−26.9% | Reduced |
| Beacon Pointe Advisors, LLC | 9,887 | $271.2K | 0.00% | −267−2.6% | Reduced |
| TownSquare Capital, LLC | 10,260 | $281.4K | 0.00% | +10,260 | New |
| Parallax Volatility Advisers, L.P. | 10,408 | $285.5K | 0.01% | +5,162+98.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,422 | $286.0K | 0.00% | −8,145−43.9% | Reduced |
| Kestra Advisory Services, LLC | 10,813 | $296.6K | 0.00% | −796−6.9% | Reduced |
| State of Wyoming | 11,074 | $303.8K | 0.04% | +2,189+24.6% | Added |
| Sequoia Financial Advisors, LLC | 11,615 | $318.6K | 0.00% | +11,615 | New |
| Ashton Thomas Private Wealth, LLC | 11,647 | $319.5K | 0.02% | +586+5.3% | Added |
| Donoghue Forlines LLC | 11,668 | $320.1K | 0.09% | −84,662−87.9% | Reduced |
| Foster & Motley Inc | 11,686 | $321.0K | 0.02% | +34+0.3% | Added |
| United Services Automobile Association | 11,840 | $324.8K | 0.01% | −2,984−20.1% | Reduced |
| MML Investors Services, LLC | 11,872 | $326.0K | 0.00% | +2,588+27.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 11,889 | $326.1K | 0.11% | +701+6.3% | Added |
| MBB Public Markets I LLC | 12,060 | $330.8K | 0.03% | −30,835−71.9% | Reduced |
| Profund Advisors LLC | 12,060 | $330.8K | 0.01% | +916+8.2% | Added |
| Platform Technology Partners | 12,276 | $336.7K | 0.11% | −73−0.6% | Reduced |
| Raymond James Trust N.A. | 12,346 | $338.7K | 0.01% | +1,267+11.4% | Added |
| Sherbrooke Park Advisers LLC | 12,783 | $350.6K | 0.08% | −6,821−34.8% | Reduced |
| Impact Partnership Wealth, LLC | 12,865 | $352.9K | 0.08% | +12,865 | New |