Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in Gen Digital Inc. as of Dec 31, 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
655
+75 vs. Q3 2024
Shares held
511.8M
−2.51M (−0.5%) vs. Q3 2024
Total value
$14.0B
−$106.1M (−0.8%) vs. Q3 2024
New holders
115
250 more added
Sold out
40
207 more reduced

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 655 institutions
Q1 2021: 525 institutionsQ2 2021: 556 institutionsQ3 2021: 548 institutionsQ4 2021: 563 institutionsQ1 2022: 592 institutionsQ2 2022: 580 institutionsQ3 2022: 566 institutionsQ4 2022: 546 institutionsQ1 2023: 539 institutionsQ2 2023: 521 institutionsQ3 2023: 535 institutionsQ4 2023: 548 institutionsQ1 2024: 539 institutionsQ2 2024: 569 institutionsQ3 2024: 589 institutionsQ4 2024: 655 institutionsQ1 2025: 644 institutionsQ2 2025: 654 institutionsQ3 2025: 676 institutionsQ4 2025: 689 institutionsQ1 2026: 673 institutionsQ2 2026: 687 institutions
Value heldQ4 2024: $14.0B
Q1 2021: $11.2BQ2 2021: $14.6BQ3 2021: $13.8BQ4 2021: $14.4BQ1 2022: $15.2BQ2 2022: $11.9BQ3 2022: $10.9BQ4 2022: $11.3BQ1 2023: $9.11BQ2 2023: $9.69BQ3 2023: $9.19BQ4 2023: $11.8BQ1 2024: $11.7BQ2 2024: $13.1BQ3 2024: $14.2BQ4 2024: $14.0BQ1 2025: $14.0BQ2 2025: $15.6BQ3 2025: $14.9BQ4 2025: $14.5BQ1 2026: $9.98BQ2 2026: $13.6B
Institutions holding GEN and their total value by quarter
QuarterHoldersValue
Q2 2026687$13.6B
Q1 2026673$9.98B
Q4 2025689$14.5B
Q3 2025676$14.9B
Q2 2025654$15.6B
Q1 2025644$14.0B
Q4 2024655$14.0B
Q3 2024589$14.2B
Q2 2024569$13.1B
Q1 2024539$11.7B
Q4 2023548$11.8B
Q3 2023535$9.19B
Q2 2023521$9.69B
Q1 2023539$9.11B
Q4 2022546$11.3B
Q3 2022566$10.9B
Q2 2022580$11.9B
Q1 2022592$15.2B
Q4 2021563$14.4B
Q3 2021548$13.8B
Q2 2021556$14.6B
Q1 2021525$11.2B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q3 2024.

Institutions holding GEN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC32$00.00%+32New
WestEnd Advisors, LLC3$820.00%00.0%Unchanged
Private Wealth Management Group, LLC3$830.00%00.0%Unchanged
WealthTrak Capital Management LLC5$1370.00%+5New
Stance Capital LLC6$1640.00%+6New
Vermillion & White Wealth Management Group, LLC8$2190.00%00.0%Unchanged
Winnow Wealth LLC9$2440.00%+9New
Chesapeake Asset Management LLC10$2730.00%+10New
Rakuten Securities, Inc.11$3010.00%+11New
Clearstead Advisors, LLC12$3290.00%−3,929−99.7%Reduced
MPWM Advisory Solutions, LLC14$3830.00%+14New
West Branch Capital LLC14$3840.00%00.0%Unchanged
Carolinas Wealth Consulting LLC15$4110.00%00.0%Unchanged
Parkworth Wealth Management, Inc.17$4650.00%+17New
CVA Family Office, LLC19$5200.00%00.0%Unchanged
Innovative Advisory Group, LLC19$5210.00%+19New
Prestige Wealth Management Group LLC21$5750.00%00.0%Unchanged
Logan Capital Management Inc22$6020.00%+22New
NBC Securities, Inc.22$6260.06%−22,887−99.9%Reduced
PSI Advisors, LLC24$6420.00%00.0%Unchanged
Riverview Trust Co25$6850.00%00.0%Unchanged
Strategic Investment Solutions, Inc.32$7390.00%+32New
Continuum Advisory, LLC29$7940.00%00.0%Unchanged
NVWM, LLC29$7940.00%00.0%Unchanged
Principia Wealth Advisory, LLC30$8210.00%+30New
Evelyn Partners Investment Management LLP30$8210.00%+30New
UMA Financial Services, Inc.30$8220.00%+30New
Global Financial Private Client, LLC31$8490.00%+31New
Bruce G. Allen Investments, LLC32$8760.00%00.0%Unchanged
Close Asset Management Ltd50$1.00K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.38$1.04K0.00%00.0%Unchanged
Spectrum Wealth Counsel, LLC40$1.10K0.00%00.0%Unchanged
Raffa Wealth Management, LLC46$1.26K0.00%00.0%Unchanged
Salomon & Ludwin, LLC54$1.48K0.00%−2−3.6%Reduced
Trifecta Capital Advisors, LLC57$1.56K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC58$1.59K0.00%+58New
Van Hulzen Asset Management, LLC59$1.62K0.00%+59New
MCF Advisors LLC60$1.64K0.00%−8−11.8%Reduced
Manchester Capital Management LLC66$1.81K0.00%−29−30.5%Reduced
Whipplewood Advisors, LLC74$2.03K0.00%+74New
TD Capital Management LLC74$2.03K0.00%00.0%Unchanged
Sandy Spring Bank83$2.27K0.00%00.0%Unchanged
Washington Trust Co88$2.41K0.00%−48−35.3%Reduced
Mowery & Schoenfeld Wealth Management, LLC91$2.49K0.00%+91New
Raleigh Capital Management Inc.94$2.57K0.00%+10+11.9%Added
Bell Investment Advisors, Inc96$2.63K0.00%−43−30.9%Reduced
SJS Investment Consulting Inc.96$2.63K0.00%−10−9.4%Reduced
Concord Wealth Partners100$2.74K0.00%00.0%Unchanged
City State Bank100$2.74K0.00%00.0%Unchanged
DT Investment Partners, LLC106$2.90K0.00%00.0%Unchanged
GW&K Investment Management, LLC100$3.00K0.00%00.0%Unchanged
Clean Yield Group111$3.04K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.112$3.07K0.00%+8+7.7%Added
Abound Wealth Management126$3.45K0.00%00.0%Unchanged
Grove Bank & Trust131$3.59K0.00%+131New
Oakworth Capital, Inc.145$3.97K0.00%00.0%Unchanged
Anfield Capital Management, LLC145$3.97K0.00%00.0%Unchanged
FSA Wealth Management LLC150$4.11K0.00%00.0%Unchanged
WR Wealth Planners, LLC150$4.11K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC162$4.43K0.00%+1+0.6%Added
MV Capital Management, Inc.174$4.76K0.00%−9−4.9%Reduced
Atala Financial Inc190$5.20K0.00%+190New
High Note Wealth, LLC211$5.78K0.00%+211New
Sachetta, LLC218$5.96K0.00%+3+1.4%Added
C M Bidwell & Associates Ltd223$6.11K0.00%00.0%Unchanged
Fortitude Family Office, LLC231$6.33K0.00%00.0%Unchanged
Fedenia Advisers LLC235$6.43K0.00%+235New
Brown Brothers Harriman & Co236$6.46K0.00%+236New
Annis Gardner Whiting Capital Advisors, LLC237$6.49K0.00%00.0%Unchanged
Rothschild Investment LLC246$6.74K0.00%+2+0.8%Added
Private Trust Co NA296$8.10K0.00%−29−8.9%Reduced
WPG Advisers, LLC298$8.16K0.01%+298New
NewSquare Capital LLC302$8.27K0.00%+12+4.1%Added
Bullock Wealth Management Group304$8.32K0.00%+1+0.3%Added
Ancora Advisors, LLC307$8.41K0.00%−4,951−94.2%Reduced
CNB Bank312$8.54K0.00%00.0%Unchanged
Skopos Labs, Inc.327$8.93K0.00%+50+18.1%Added
GPS Wealth Strategies Group, LLC350$9.58K0.00%+2+0.6%Added
Capital Advisors, Ltd. LLC379$10.0K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC370$10.1K0.01%−1,630−81.5%Reduced
Zions Bancorporation, N.A.371$10.2K0.00%+74+24.9%Added
Farmers & Merchants Investments Inc394$10.8K0.00%00.0%Unchanged
Hilltop National Bank400$11.0K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.408$11.0K0.00%−14−3.3%Reduced
Pinnacle Bancorp, Inc.459$12.6K0.00%−2,215−82.8%Reduced
GHP Investment Advisors, Inc.488$13.4K0.00%+1+0.2%Added
Colonial Trust Advisors500$13.7K0.00%00.0%Unchanged
Hemington Wealth Management519$14.0K0.00%+138+36.2%Added
Quadrant Capital Group LLC531$14.5K0.00%−114−17.7%Reduced
Geneos Wealth Management Inc.534$14.6K0.00%+72+15.6%Added
Hazlett, Burt & Watson, Inc.541$15.0K0.01%00.0%Unchanged
Parkside Financial Bank & Trust588$16.3K0.00%+18+3.2%Added
Whittier Trust Co658$18.0K0.00%00.0%Unchanged
IFP Advisors, Inc658$18.0K0.00%+293+80.3%Added
Principal Securities, Inc.692$18.9K0.00%+113+19.5%Added
Catalyst Capital Advisors LLC726$19.9K0.00%−525−42.0%Reduced
Umb Bank N A735$20.1K0.00%+43+6.2%Added
Caldwell Trust Co740$20.3K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC742$20.3K0.00%+32+4.5%Added
Coppell Advisory Solutions LLC769$21.1K0.00%+192+33.3%Added