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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 11,647 | $319.5K | 0.02% | +586+5.3% | Added |
| Sequoia Financial Advisors, LLC | 11,615 | $318.6K | 0.00% | +11,615 | New |
| State of Wyoming | 11,074 | $303.8K | 0.04% | +2,189+24.6% | Added |
| Kestra Advisory Services, LLC | 10,813 | $296.6K | 0.00% | −796−6.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,422 | $286.0K | 0.00% | −8,145−43.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 10,408 | $285.5K | 0.01% | +5,162+98.4% | Added |
| TownSquare Capital, LLC | 10,260 | $281.4K | 0.00% | +10,260 | New |
| Beacon Pointe Advisors, LLC | 9,887 | $271.2K | 0.00% | −267−2.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,858 | $270.4K | 0.00% | −3,631−26.9% | Reduced |
| Mutual Advisors, LLC | 9,916 | $267.9K | 0.01% | −20−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 9,765 | $267.8K | 0.01% | +153+1.6% | Added |
| Picton Mahoney Asset Management | 9,570 | $263.0K | 0.01% | −3,030−24.0% | Reduced |
| Fifth Third Bancorp | 9,553 | $262.0K | 0.00% | +612+6.8% | Added |
| Ronald Blue Trust, Inc. | 10,296 | $257.2K | 0.00% | +1,391+15.6% | Added |
| Gallacher Capital Management LLC | 9,287 | $254.7K | 0.12% | −23,420−71.6% | Reduced |
| Lake Street Advisors Group, LLC | 9,263 | $254.1K | 0.01% | −263−2.8% | Reduced |
| Marex Group plc | 9,170 | $251.5K | 0.01% | −6,364−41.0% | Reduced |
| Claret Asset Management Corp | 9,120 | $250.0K | 0.04% | +42+0.5% | Added |
| Cornerstone Wealth Management, LLC | 9,093 | $249.4K | 0.02% | +44+0.5% | Added |
| Coldstream Capital Management Inc | 8,993 | $248.9K | 0.01% | +574+6.8% | Added |
| PFG Investments, LLC | 9,038 | $247.9K | 0.02% | +258+2.9% | Added |
| Congress Wealth Management LLC | 8,960 | $245.8K | 0.00% | −472−5.0% | Reduced |
| CAPROCK Group, Inc. | 8,908 | $244.3K | 0.01% | +8,908 | New |
| Parallel Advisors, LLC | 8,879 | $243.6K | 0.01% | +680+8.3% | Added |
| Atomi Financial Group, Inc. | 8,790 | $241.1K | 0.02% | +8,790 | New |
| HM Payson & Co | 8,705 | $238.8K | 0.00% | −2,995−25.6% | Reduced |
| GAMMA Investing LLC | 8,401 | $230.4K | 0.02% | +2,541+43.4% | Added |
| Dark Forest Capital Management LP | 8,188 | $224.6K | 0.03% | +8,188 | New |
| Gateway Wealth Partners, LLC | 8,180 | $224.4K | 0.06% | +8,180 | New |
| E Fund Management Co., Ltd. | 8,170 | $224.1K | 0.01% | +8,170 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,049 | $220.7K | 0.01% | +7,000+667.3% | Added |
| Landscape Capital Management, L.L.C. | 7,877 | $216.1K | 0.02% | +7,877 | New |
| Blair William & Co | 7,872 | $215.9K | 0.00% | +7,872 | New |
| Private Advisor Group, LLC | 7,673 | $210.5K | 0.00% | +7,673 | New |
| Exchange Traded Concepts, LLC | 7,623 | $209.1K | 0.00% | +4,278+127.9% | Added |
| Iron Financial, LLC | 7,585 | $208.1K | 0.11% | +7,585 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,550 | $207.1K | 0.08% | +350+4.9% | Added |
| Altfest L J & Co Inc | 7,476 | $205.0K | 0.03% | +7,476 | New |
| Forza Wealth Management, LLC | 7,405 | $203.1K | 0.09% | +7,405 | New |
| RSM US Wealth Management LLC | 7,423 | $201.8K | 0.00% | +7,423 | New |
| Horizon Investments, LLC | 7,350 | $201.6K | 0.01% | −3,106−29.7% | Reduced |
| Eqis Capital Management, Inc. | 7,337 | $201.3K | 0.02% | +7,337 | New |
| Northwestern Mutual Wealth Management Co | 7,335 | $201.2K | 0.00% | +2,969+68.0% | Added |
| CBOE Vest Financial, LLC | 7,301 | $200.3K | 0.00% | +7,301 | New |
| Chiron Investment Management, LLC | 7,182 | $197.0K | 0.07% | +7,182 | New |
| South Dakota Investment Council | 7,200 | $197.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 6,167 | $169.2K | 0.00% | +6,167 | New |
| Ameritas Investment Partners, Inc. | 5,823 | $159.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,726 | $157.1K | 0.01% | +5,224+1,040.6% | Added |
| Smartleaf Asset Management LLC | 5,410 | $148.6K | 0.02% | +5,332+6,835.9% | Added |
| Deseret Mutual Benefit Administrators | 5,386 | $147.7K | 0.08% | −289−5.1% | Reduced |
| Ancora Advisors, LLC | 5,258 | $144.2K | 0.00% | −3,398−39.3% | Reduced |
| Plato Investment Management Ltd | 5,232 | $143.4K | 0.01% | +5,232 | New |
| Investors Research Corp | 4,600 | $126.2K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,576 | $125.5K | 0.00% | −167−3.5% | Reduced |
| Covestor Ltd | 4,108 | $113.0K | 0.07% | −5,777−58.4% | Reduced |
| Clearstead Advisors, LLC | 3,941 | $108.1K | 0.00% | +3,941 | New |
| Quent Capital, LLC | 3,602 | $98.8K | 0.01% | −228−6.0% | Reduced |
| Bryn Mawr Trust Co | 3,129 | $85.8K | 0.00% | +3,129 | New |
| Harbour Investments, Inc. | 3,099 | $85.0K | 0.00% | +16+0.5% | Added |
| Heritage Wealth Advisors | 3,005 | $82.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,930 | $80.4K | 0.00% | −120−3.9% | Reduced |
| Westpac Banking Corp | 2,865 | $78.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,840 | $77.9K | 0.00% | +145+5.4% | Added |
| HHM Wealth Advisors, LLC | 2,780 | $76.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,674 | $73.3K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 2,601 | $71.3K | 0.00% | +188+7.8% | Added |
| Sentry Investment Management LLC | 2,434 | $67.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 2,434 | $66.8K | 0.00% | −16−0.7% | Reduced |
| Montag A & Associates Inc | 2,400 | $65.8K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2,261 | $62.0K | 0.03% | +2,204+3,866.7% | Added |
| Brown, Lisle/Cummings, Inc. | 2,150 | $59.0K | 0.02% | +300+16.2% | Added |
| Venturi Wealth Management, LLC | 2,145 | $58.8K | 0.00% | +1,033+92.9% | Added |
| Versant Capital Management, Inc | 2,102 | $57.7K | 0.01% | +953+82.9% | Added |
| CoreCap Advisors, LLC | 2,028 | $55.6K | 0.00% | +2,028 | New |
| Signature Resources Capital Management, LLC | 2,000 | $54.9K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,974 | $54.2K | 0.03% | −194−8.9% | Reduced |
| Allworth Financial LP | 1,960 | $53.8K | 0.00% | −49−2.4% | Reduced |
| Global Wealth Strategies & Associates | 1,917 | $52.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,852 | $50.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,781 | $48.9K | 0.01% | −53−2.9% | Reduced |
| Ashton Thomas Securities, LLC | 1,776 | $48.7K | 0.01% | +1,776 | New |
| Steward Partners Investment Advisory, LLC | 1,715 | $47.0K | 0.00% | +262+18.0% | Added |
| Global Retirement Partners, LLC | 1,710 | $46.9K | 0.00% | −398−18.9% | Reduced |
| Cromwell Holdings LLC | 1,695 | $46.5K | 0.03% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 1,680 | $46.1K | 0.07% | +1,680 | New |
| Larson Financial Group LLC | 1,309 | $35.9K | 0.00% | +26+2.0% | Added |
| Capital Performance Advisors LLP | 1,279 | $35.1K | 0.01% | +1,279 | New |
| Catalyst Capital Advisors LLC | 1,251 | $34.3K | 0.00% | +1,251 | New |
| True Wealth Design, LLC | 1,193 | $32.7K | 0.01% | +1,145+2,385.4% | Added |
| Massmutual Trust Co FSB | 1,184 | $32.5K | 0.00% | +129+12.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,135 | $31.2K | 0.00% | −21−1.8% | Reduced |
| ORG Partners LLC | 1,130 | $31.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,090 | $29.9K | 0.00% | +855+363.8% | Added |
| Lindbrook Capital, LLC | 1,081 | $29.7K | 0.00% | −61−5.3% | Reduced |
| Spire Wealth Management | 1,063 | $29.2K | 0.00% | +989+1,336.5% | Added |
| Trust Co of Vermont | 1,000 | $27.4K | 0.00% | −130−11.5% | Reduced |
| Colonial Trust Co | 975 | $26.8K | 0.00% | −15−1.5% | Reduced |
| Westend Capital Management, LLC | 951 | $26.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 947 | $26.0K | 0.01% | +947 | New |