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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 9,799 | $268.3K | 0.01% | +806+9.0% | Added |
| TownSquare Capital, LLC | 9,873 | $270.3K | 0.00% | −387−3.8% | Reduced |
| Advisors Capital Management, LLC | 9,929 | $271.9K | 0.00% | +9,929 | New |
| Canada Post Corp Registered Pension Plan | 10,048 | $275.1K | 0.02% | +10,048 | New |
| Profund Advisors LLC | 10,073 | $275.8K | 0.01% | −1,987−16.5% | Reduced |
| Fifth Third Bancorp | 10,089 | $276.2K | 0.00% | +536+5.6% | Added |
| Aaron Wealth Advisors | 10,238 | $280.3K | 0.03% | +10,238 | New |
| Forum Financial Management, LP | 10,266 | $281.1K | 0.00% | +10,266 | New |
| GAMMA Investing LLC | 10,546 | $288.7K | 0.02% | +2,145+25.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,581 | $289.7K | 0.00% | +723+7.3% | Added |
| Avidian Wealth Solutions, LLC | 10,740 | $294.1K | 0.01% | +975+10.0% | Added |
| Ronald Blue Trust, Inc. | 10,823 | $296.3K | 0.00% | +527+5.1% | Added |
| E Fund Management Co., Ltd. | 11,008 | $301.4K | 0.02% | +2,838+34.7% | Added |
| Gallacher Capital Management LLC | 11,258 | $308.2K | 0.15% | +1,971+21.2% | Added |
| Foster & Motley Inc | 11,535 | $316.0K | 0.02% | −151−1.3% | Reduced |
| Aristeia Capital LLC | 11,744 | $321.6K | 0.01% | +11,744 | New |
| United Services Automobile Association | 11,840 | $324.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 11,850 | $324.5K | 0.11% | +4,300+57.0% | Added |
| Jefferies Financial Group Inc. | 11,952 | $327.2K | 0.00% | −31,699−72.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,002 | $328.6K | 0.01% | +355+3.0% | Added |
| Platform Technology Partners | 12,276 | $336.1K | 0.10% | 00.0% | Unchanged |
| Jump Financial, LLC | 12,362 | $338.5K | 0.01% | +12,362 | New |
| Benchmark Financial Wealth Advisors, LLC | 12,642 | $346.1K | 0.11% | +753+6.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,950 | $354.6K | 0.22% | +12,950 | New |
| Gabelli Funds LLC | 13,025 | $356.6K | 0.00% | −675−4.9% | Reduced |
| Bradley Foster & Sargent Inc | 13,430 | $367.7K | 0.01% | −542−3.9% | Reduced |
| Vista Investment Partners LLC | 13,685 | $374.7K | 0.12% | −81−0.6% | Reduced |
| Semanteon Capital Management, LP | 13,692 | $374.9K | 0.20% | +13,692 | New |
| Burns Matteson Capital Management, LLC | 13,695 | $375.0K | 0.21% | −159−1.1% | Reduced |
| Denali Advisors LLC | 13,700 | $375.0K | 0.04% | +13,700 | New |
| Everhart Financial Group, Inc. | 13,822 | $378.4K | 0.08% | +950+7.4% | Added |
| Hanson & Doremus Investment Management | 13,944 | $382.0K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14,247 | $390.1K | 0.01% | −12−0.1% | Reduced |
| GWM Advisors LLC | 14,288 | $391.2K | 0.00% | +1,401+10.9% | Added |
| Marex Group plc | 14,336 | $392.5K | 0.01% | +5,166+56.3% | Added |
| V-Square Quantitative Management LLC | 14,342 | $392.7K | 0.06% | −1,720−10.7% | Reduced |
| Forza Wealth Management, LLC | 14,684 | $402.0K | 0.18% | +7,279+98.3% | Added |
| Nations Financial Group Inc, | 14,689 | $402.2K | 0.03% | +217+1.5% | Added |
| Fiduciary Financial Group, LLC | 14,955 | $402.3K | 0.09% | −927−5.8% | Reduced |
| Applied Finance Capital Management, LLC | 15,057 | $412.3K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 15,080 | $413.0K | 0.01% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 15,141 | $414.6K | 0.38% | −945−5.9% | Reduced |
| IMC-Chicago, LLC | 15,261 | $417.8K | 0.01% | −20,189−57.0% | Reduced |
| QRG Capital Management, Inc. | 15,438 | $422.7K | 0.00% | −250−1.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 15,501 | $424.4K | 0.01% | +5,093+48.9% | Added |
| Boston Private Wealth LLC | 15,537 | $425.4K | 0.01% | +15,537 | New |
| SG Americas Securities, LLC | 15,686 | $429.0K | 0.00% | +1,191+8.2% | Added |
| Wade Financial Advisory, Inc | 15,853 | $434.1K | 0.15% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,883 | $434.9K | 0.00% | −200−1.2% | Reduced |
| Janney Montgomery Scott LLC | 15,890 | $435.0K | 0.00% | −269−1.7% | Reduced |
| Chiron Investment Management, LLC | 16,088 | $440.5K | 0.15% | +8,906+124.0% | Added |
| Sanctuary Advisors, LLC | 15,833 | $441.6K | 0.00% | +663+4.4% | Added |
| Kestra Advisory Services, LLC | 16,131 | $441.7K | 0.00% | +5,318+49.2% | Added |
| Tobam | 16,258 | $445.0K | 0.14% | −95,410−85.4% | Reduced |
| Magnetar Financial LLC | 16,468 | $450.9K | 0.01% | +16,468 | New |
| Stifel Financial Corp | 16,519 | $452.3K | 0.00% | −12,547−43.2% | Reduced |
| Allstate Corp | 16,620 | $455.1K | 0.01% | +16,620 | New |
| Campbell & CO Investment Adviser LLC | 16,702 | $457.3K | 0.04% | −15,092−47.5% | Reduced |
| EntryPoint Capital, LLC | 16,761 | $458.9K | 0.19% | +16,761 | New |
| Ballentine Partners, LLC | 16,809 | $460.2K | 0.01% | +830+5.2% | Added |
| Redwood Investment Management, LLC | 16,998 | $465.0K | 0.05% | −59,857−77.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,217 | $471.4K | 0.01% | +49+0.3% | Added |
| Greenleaf Trust | 17,333 | $474.6K | 0.00% | +441+2.6% | Added |
| Institute for Wealth Management, LLC. | 17,358 | $475.3K | 0.06% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 17,416 | $476.9K | 0.14% | +17,416 | New |
| APG Asset Management US Inc. | 17,439 | $477.5K | 0.00% | +17,439 | New |
| Plato Investment Management Ltd | 17,450 | $479.5K | 0.04% | +12,218+233.5% | Added |
| Haven Private, LLC | 17,571 | $481.1K | 0.27% | +17,571 | New |
| AdvisorShares Investments LLC | 17,640 | $483.0K | 0.09% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 17,776 | $486.7K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 17,788 | $487.0K | 0.06% | −6,695−27.3% | Reduced |
| Nomura Holdings Inc | 17,866 | $489.2K | 0.00% | +17,866 | New |
| Van Eck Associates Corp | 18,012 | $493.0K | 0.00% | −700−3.7% | Reduced |
| LMR Partners LLP | 18,030 | $493.7K | 0.01% | +18,030 | New |
| Metis Global Partners, LLC | 18,334 | $502.0K | 0.02% | +524+2.9% | Added |
| Wright Investors Service Inc | 18,357 | $502.6K | 0.16% | +18,357 | New |
| Everence Capital Management Inc | 18,410 | $504.0K | 0.03% | −19,950−52.0% | Reduced |
| Empirical Finance, LLC | 19,288 | $528.1K | 0.03% | −282−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,469 | $533.1K | 0.02% | +1,447+8.0% | Added |
| State of Wyoming | 19,825 | $542.8K | 0.07% | +8,751+79.0% | Added |
| Vise Technologies, Inc. | 19,825 | $542.8K | 0.05% | +19,825 | New |
| Ifrah Financial Services, Inc. | 20,010 | $547.9K | 0.15% | −617−3.0% | Reduced |
| Woodline Partners LP | 20,028 | $548.4K | 0.00% | +20,028 | New |
| Federated Hermes, Inc. | 20,305 | $556.0K | 0.00% | +7,044+53.1% | Added |
| MML Investors Services, LLC | 20,298 | $556.0K | 0.00% | +8,426+71.0% | Added |
| Affinity Investment Advisors, LLC | 20,325 | $556.5K | 0.46% | +20,325 | New |
| Colony Group, LLC | 20,367 | $557.6K | 0.00% | +16,574+437.0% | Added |
| Agf Management Ltd | 20,606 | $564.2K | 0.00% | −1,358−6.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 20,708 | $567.0K | 0.30% | +5,201+33.5% | Added |
| Twin Tree Management, LP | 20,746 | $568.0K | 0.01% | +6,637+47.0% | Added |
| Wetherby Asset Management Inc | 21,033 | $575.9K | 0.03% | +1,294+6.6% | Added |
| MJP Associates Inc | 21,064 | $576.7K | 0.10% | +21,064 | New |
| Mercer Global Advisors Inc | 21,116 | $578.2K | 0.00% | −1,399−6.2% | Reduced |
| Waterloo Capital, L.P. | 21,332 | $584.1K | 0.06% | +477+2.3% | Added |
| Prelude Capital Management, LLC | 21,978 | $601.8K | 0.05% | +21,978 | New |
| Vinva Investment Management Ltd | 22,139 | $606.2K | 0.02% | −105,764−82.7% | Reduced |
| ISAM Funds (UK) Ltd | 22,215 | $608.2K | 0.45% | +22,215 | New |
| Globeflex Capital L P | 22,352 | $612.0K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 22,383 | $612.8K | 0.00% | −4,880−17.9% | Reduced |
| Raiffeisen Bank International AG | 22,459 | $614.9K | 0.01% | +22,459 | New |