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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 789 | $21.6K | 0.00% | +3+0.4% | Added |
| Advantage Trust Co | 812 | $22.2K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 850 | $23.3K | 0.00% | +850 | New |
| TD Private Client Wealth LLC | 946 | $25.9K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 951 | $26.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 951 | $26.0K | 0.01% | +4+0.4% | Added |
| Trust Co of Vermont | 1,000 | $27.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,043 | $28.6K | 0.00% | +777+292.1% | Added |
| Spire Wealth Management | 1,080 | $29.6K | 0.00% | +17+1.6% | Added |
| Lindbrook Capital, LLC | 1,086 | $29.7K | 0.00% | +5+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,108 | $30.3K | 0.00% | −744−40.2% | Reduced |
| ORG Partners LLC | 1,130 | $30.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,180 | $32.3K | 0.00% | +205+21.0% | Added |
| SRS Capital Advisors, Inc. | 1,219 | $33.4K | 0.00% | +129+11.8% | Added |
| True Wealth Design, LLC | 1,239 | $33.9K | 0.01% | +46+3.9% | Added |
| Massmutual Trust Co FSB | 1,273 | $34.9K | 0.00% | +89+7.5% | Added |
| Larson Financial Group LLC | 1,311 | $35.9K | 0.00% | +2+0.2% | Added |
| EverSource Wealth Advisors, LLC | 1,423 | $39.0K | 0.00% | +651+84.3% | Added |
| Pingora Partners LLC | 1,500 | $41.1K | 0.03% | +1,500 | New |
| Global Retirement Partners, LLC | 1,563 | $42.8K | 0.00% | −147−8.6% | Reduced |
| Teachers Insurance & Annuity Association of America | 1,680 | $46.0K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,695 | $46.4K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,710 | $46.8K | 0.00% | −85,790−98.0% | Reduced |
| Hopwood Financial Services, Inc. | 1,895 | $51.9K | 0.04% | +1,895 | New |
| Global Wealth Strategies & Associates | 1,917 | $52.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,937 | $53.0K | 0.00% | +1,491+334.3% | Added |
| Rise Advisors, LLC | 1,980 | $54.2K | 0.03% | +6+0.3% | Added |
| Sentry Investment Management LLC | 2,093 | $57.0K | 0.03% | −341−14.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,150 | $58.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,280 | $62.7K | 0.00% | +320+16.3% | Added |
| Dunhill Financial, LLC | 2,301 | $63.0K | 0.03% | +40+1.8% | Added |
| Central Trust Co | 2,400 | $65.7K | 0.00% | −34−1.4% | Reduced |
| Montag A & Associates Inc | 2,400 | $65.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,405 | $65.8K | 0.06% | +2,405 | New |
| McIlrath & Eck, LLC | 2,432 | $66.6K | 0.01% | +651+36.6% | Added |
| Intact Investment Management Inc. | 2,500 | $68.5K | 0.00% | −203,700−98.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,750 | $75.3K | 0.00% | −90−3.2% | Reduced |
| Huntington National Bank | 2,753 | $75.4K | 0.00% | +152+5.8% | Added |
| HHM Wealth Advisors, LLC | 2,808 | $76.9K | 0.01% | +28+1.0% | Added |
| Westpac Banking Corp | 2,865 | $78.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,947 | $80.7K | 0.00% | +17+0.6% | Added |
| Heritage Wealth Advisors | 3,005 | $82.3K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 2,999 | $82.4K | 0.00% | +2,999 | New |
| Bryn Mawr Trust Co | 3,123 | $85.5K | 0.00% | −6−0.2% | Reduced |
| Versant Capital Management, Inc | 3,129 | $85.7K | 0.02% | +1,027+48.9% | Added |
| Harbour Investments, Inc. | 3,306 | $90.5K | 0.00% | +207+6.7% | Added |
| Covestor Ltd | 3,532 | $97.0K | 0.06% | −576−14.0% | Reduced |
| Quent Capital, LLC | 3,667 | $100.4K | 0.01% | +65+1.8% | Added |
| Assetmark, Inc | 3,856 | $105.6K | 0.00% | −22,263−85.2% | Reduced |
| Kapitalo Investimentos Ltda | 4,146 | $113.5K | 0.08% | +4,146 | New |
| Deseret Mutual Benefit Administrators | 4,470 | $122.4K | 0.06% | −916−17.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,521 | $123.8K | 0.00% | +3,386+298.3% | Added |
| Investors Research Corp | 4,600 | $125.9K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,606 | $126.1K | 0.00% | +30+0.7% | Added |
| R Squared Ltd | 4,670 | $127.9K | 0.12% | +4,670 | New |
| Walleye Capital LLC | 4,675 | $128.0K | 0.00% | −62,363−93.0% | Reduced |
| Smartleaf Asset Management LLC | 4,823 | $132.1K | 0.01% | −587−10.9% | Reduced |
| Venturi Wealth Management, LLC | 4,947 | $135.4K | 0.01% | +2,802+130.6% | Added |
| Ameritas Investment Partners, Inc. | 5,309 | $145.4K | 0.00% | −514−8.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,813 | $159.2K | 0.00% | +4,098+239.0% | Added |
| Farther Finance Advisors, LLC | 5,899 | $161.5K | 0.01% | +173+3.0% | Added |
| Eastern Bank | 6,167 | $168.9K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6,224 | $170.4K | 0.01% | +6,224 | New |
| Capstone Investment Advisors, LLC | 6,818 | $186.7K | 0.00% | −10,290−60.1% | Reduced |
| South Dakota Investment Council | 7,200 | $197.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,316 | $200.3K | 0.00% | −307−4.0% | Reduced |
| Gateway Wealth Partners, LLC | 7,430 | $203.4K | 0.05% | −750−9.2% | Reduced |
| Lansing Street Advisors | 7,431 | $203.5K | 0.07% | +7,431 | New |
| Apex Wealth Management, LLC | 7,439 | $203.7K | 0.18% | +7,439 | New |
| Flow Traders U.S. LLC | 7,511 | $206.0K | 0.01% | +7,511 | New |
| Advisory Services Network, LLC | 7,561 | $207.0K | 0.00% | +7,561 | New |
| Blair William & Co | 7,595 | $208.0K | 0.00% | −277−3.5% | Reduced |
| Iron Financial, LLC | 7,815 | $214.0K | 0.12% | +230+3.0% | Added |
| MUFG Securities Americas Inc. | 8,006 | $219.2K | 0.03% | +8,006 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,049 | $220.4K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,065 | $220.8K | 0.01% | +715+9.7% | Added |
| Dynamic Technology Lab Private Ltd | 8,071 | $221.0K | 0.04% | +8,071 | New |
| Kera Capital Partners, Inc. | 8,311 | $227.6K | 0.07% | +8,311 | New |
| CBOE Vest Financial, LLC | 8,457 | $231.6K | 0.00% | +1,156+15.8% | Added |
| CAPROCK Group, Inc. | 8,481 | $232.2K | 0.01% | −427−4.8% | Reduced |
| Sovran Advisors, LLC | 8,585 | $233.0K | 0.03% | +8,585 | New |
| Johnson Investment Counsel Inc | 8,554 | $234.2K | 0.00% | +8,554 | New |
| HM Payson & Co | 8,700 | $238.2K | 0.00% | −5−0.1% | Reduced |
| Congress Wealth Management LLC | 8,817 | $241.4K | 0.00% | −143−1.6% | Reduced |
| Shell Asset Management Co | 8,899 | $244.0K | 0.01% | −10,253−53.5% | Reduced |
| Longboard Asset Management, LP | 9,011 | $246.7K | 0.65% | +9,011 | New |
| PFG Investments, LLC | 9,050 | $247.8K | 0.02% | +12+0.1% | Added |
| Parallel Advisors, LLC | 9,081 | $248.6K | 0.01% | +202+2.3% | Added |
| Beacon Pointe Advisors, LLC | 9,083 | $248.7K | 0.00% | −804−8.1% | Reduced |
| Cornerstone Wealth Management, LLC | 9,131 | $250.0K | 0.02% | +38+0.4% | Added |
| Claret Asset Management Corp | 9,177 | $251.0K | 0.04% | +57+0.6% | Added |
| Atomi Financial Group, Inc. | 9,225 | $252.6K | 0.01% | +435+4.9% | Added |
| DRW Securities, LLC | 9,318 | $255.1K | 0.02% | +9,318 | New |
| Northwestern Mutual Wealth Management Co | 9,407 | $257.6K | 0.00% | +2,072+28.2% | Added |
| Teacher Retirement System of Texas | 9,475 | $259.0K | 0.00% | +9,475 | New |
| Bayesian Capital Management, LP | 9,600 | $262.8K | 0.03% | +9,600 | New |
| Lake Street Advisors Group, LLC | 9,608 | $263.1K | 0.01% | +345+3.7% | Added |
| Severin Investments, LLC | 9,682 | $265.1K | 0.26% | +9,682 | New |
| Mutual Advisors, LLC | 9,801 | $267.8K | 0.01% | −115−1.2% | Reduced |
| Harvest Fund Management Co., Ltd | 10,161 | $268.0K | 0.01% | +10,161 | New |