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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 946 | $25.9K | 0.00% | +177+23.0% | Added |
| Advantage Trust Co | 812 | $22.3K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 786 | $21.6K | 0.00% | +4+0.5% | Added |
| EverSource Wealth Advisors, LLC | 772 | $21.2K | 0.00% | +145+23.1% | Added |
| Caldwell Trust Co | 740 | $20.3K | 0.00% | −111−13.0% | Reduced |
| JFS Wealth Advisors, LLC | 710 | $19.5K | 0.00% | −597−45.7% | Reduced |
| Umb Bank N A | 692 | $19.0K | 0.00% | +170+32.6% | Added |
| Whittier Trust Co | 658 | $18.0K | 0.00% | −292−30.7% | Reduced |
| Quadrant Capital Group LLC | 645 | $17.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 579 | $15.9K | 0.00% | +273+89.2% | Added |
| Coppell Advisory Solutions LLC | 577 | $15.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 570 | $15.6K | 0.00% | +16+2.9% | Added |
| Hazlett, Burt & Watson, Inc. | 541 | $15.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $13.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 487 | $13.3K | 0.00% | +2+0.4% | Added |
| Geneos Wealth Management Inc. | 462 | $12.7K | 0.00% | +141+43.9% | Added |
| Jones Financial Companies LLLP | 446 | $12.3K | 0.00% | −60−11.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 422 | $12.0K | 0.00% | −102−19.5% | Reduced |
| Hemington Wealth Management | 381 | $11.0K | 0.00% | +381 | New |
| Hilltop National Bank | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 400 | $11.0K | 0.00% | +400 | New |
| Farmers & Merchants Investments Inc | 394 | $10.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 365 | $10.0K | 0.00% | +161+78.9% | Added |
| Capital Advisors, Ltd. LLC | 379 | $10.0K | 0.00% | +12+3.3% | Added |
| GPS Wealth Strategies Group, LLC | 348 | $9.56K | 0.00% | +1+0.3% | Added |
| Private Trust Co NA | 325 | $8.91K | 0.00% | −34−9.5% | Reduced |
| CNB Bank | 312 | $8.56K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 303 | $8.23K | 0.00% | +2+0.7% | Added |
| Zions Bancorporation, N.A. | 297 | $8.15K | 0.00% | −51−14.7% | Reduced |
| NewSquare Capital LLC | 290 | $7.96K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 277 | $7.60K | 0.00% | +277 | New |
| Citadel Advisors LLC | 266 | $7.30K | 0.00% | −244,808−99.9% | Reduced |
| Rothschild Investment LLC | 244 | $6.69K | 0.00% | +107+78.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 237 | $6.50K | 0.00% | −7,578−97.0% | Reduced |
| Fortitude Family Office, LLC | 231 | $6.34K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 223 | $6.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 215 | $5.90K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 209 | $5.73K | 0.00% | +209 | New |
| MV Capital Management, Inc. | 183 | $5.02K | 0.00% | +2+1.1% | Added |
| Abich Financial Wealth Management LLC | 175 | $4.80K | 0.01% | +175 | New |
| Sugarloaf Wealth Management, LLC | 161 | $4.42K | 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 |
| Oakworth Capital, Inc. | 145 | $3.98K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 145 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 139 | $3.81K | 0.00% | −26−15.8% | Reduced |
| Washington Trust Co | 136 | $3.73K | 0.00% | −18−11.7% | Reduced |
| Abound Wealth Management | 126 | $3.46K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 111 | $3.04K | 0.00% | +11+11.0% | Added |
| GW&K Investment Management, LLC | 100 | $3.00K | 0.00% | +52+108.3% | 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 |
| DiNuzzo Private Wealth, Inc. | 104 | $2.85K | 0.00% | +22+26.8% | Added |
| Concord Wealth Partners | 100 | $2.74K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.74K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 95 | $2.61K | 0.00% | +17+21.8% | Added |
| Salem Investment Counselors Inc | 84 | $2.31K | 0.00% | +84 | New |
| Raleigh Capital Management Inc. | 84 | $2.30K | 0.00% | +14+20.0% | Added |
| Sandy Spring Bank | 83 | $2.28K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $2.04K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 68 | $1.87K | 0.00% | −104−60.5% | Reduced |
| Trifecta Capital Advisors, LLC | 57 | $1.56K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 56 | $1.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 46 | $1.26K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 40 | $1.10K | 0.00% | +40 | New |
| Riggs Asset Managment Co. Inc. | 38 | $1.04K | 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 |
| Bruce G. Allen Investments, LLC | 32 | $878 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $871 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 30 | $823 | 0.00% | +30 | New |
| NVWM, LLC | 29 | $795 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 29 | $724 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 25 | $686 | 0.00% | +25 | New |
| PSI Advisors, LLC | 24 | $640 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 22 | $607 | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 21 | $577 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $521 | 0.00% | +19 | New |
| Carolinas Wealth Consulting LLC | 15 | $412 | 0.00% | +15 | New |
| West Branch Capital LLC | 14 | $385 | 0.00% | +14 | New |
| Bokf, NA | 13 | $351 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 8 | $219 | 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 |
| WestEnd Advisors, LLC | 3 | $82 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 0 | $5 | 0.00% | −1−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Avion Wealth | 20 | $0 | 0.00% | +20 | New |
| Winton Group Ltd | 0 | $0 | 0.00% | −684,659−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −446,346−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −228,700−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −222,200−100.0% | Sold out |
| Yarra Square Partners LP | 0 | $0 | 0.00% | −200,008−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −172,534−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −163,685−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −150,564−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −56,547−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −42,042−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −40,499−100.0% | Sold out |