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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 22,591 | $618.5K | 0.01% | −4,061−15.2% | Reduced |
| CSS LLC | 22,680 | $621.0K | 0.04% | +7,680+51.2% | Added |
| Aigen Investment Management, LP | 22,999 | $629.7K | 0.11% | +22,999 | New |
| MAI Capital Management | 23,355 | $639.5K | 0.00% | +1,785+8.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 23,387 | $640.3K | 0.02% | −370−1.6% | Reduced |
| CWM, LLC | 23,599 | $646.0K | 0.00% | +1,709+7.8% | Added |
| Savant Capital, LLC | 23,624 | $646.8K | 0.01% | +516+2.2% | Added |
| Omers Administration Corp | 24,022 | $657.7K | 0.01% | +3,991+19.9% | Added |
| Lingohr & Partner Asset Management GmbH | 24,664 | $675.0K | 1.40% | +24,664 | New |
| Spirit of America Management Corp | 24,700 | $676.3K | 0.14% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 24,866 | $680.8K | 0.00% | +4,373+21.3% | Added |
| Thrivent Financial for Lutherans | 24,899 | $682.0K | 0.00% | −33−0.1% | Reduced |
| Advisor OS, LLC | 25,096 | $687.1K | 0.08% | +25,096 | New |
| Brighton Jones LLC | 25,212 | $690.3K | 0.02% | +1,299+5.4% | Added |
| Centiva Capital, LP | 25,232 | $690.9K | 0.03% | +25,232 | New |
| CenterBook Partners LP | 25,306 | $692.9K | 0.04% | +7,611+43.0% | Added |
| Norinchukin Bank, The | 25,459 | $697.1K | 0.01% | +2,589+11.3% | Added |
| Quartz Partners, LLC | 25,662 | $702.6K | 0.43% | +25,662 | New |
| New Mexico Educational Retirement Board | 25,797 | $706.0K | 0.02% | −1,100−4.1% | Reduced |
| E. Ohman J:or Asset Management AB | 25,900 | $709.1K | 0.02% | +2,800+12.1% | Added |
| Prudential PLC | 25,997 | $711.8K | 0.00% | −8,842−25.4% | Reduced |
| iA Global Asset Management Inc. | 27,075 | $741.0K | 0.01% | −8,504−23.9% | Reduced |
| M&T Bank Corp | 27,599 | $755.5K | 0.00% | +958+3.6% | Added |
| CoreCap Advisors, LLC | 27,668 | $757.5K | 0.03% | +25,640+1,264.3% | Added |
| Ossiam | 27,872 | $763.1K | 0.01% | −6,194−18.2% | Reduced |
| Ci Investments Inc. | 27,970 | $766.0K | 0.00% | +5,733+25.8% | Added |
| CCM Investment Group, LLC | 28,189 | $771.8K | 0.08% | +28,189 | New |
| Naples Global Advisors, LLC | 28,276 | $774.2K | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,624 | $783.7K | 0.00% | +740+2.7% | Added |
| M&G Plc | 29,204 | $788.5K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 29,143 | $797.9K | 0.02% | −815−2.7% | Reduced |
| Louisiana State Employees Retirement System | 29,200 | $799.5K | 0.02% | −1,300−4.3% | Reduced |
| L2 Asset Management, LLC | 29,250 | $800.9K | 0.17% | +29,250 | New |
| NJ State Employees Deferred Compensation Plan | 30,000 | $821.4K | 0.10% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 30,029 | $822.2K | 0.00% | −65,232−68.5% | Reduced |
| Maryland State Retirement & Pension System | 30,087 | $823.8K | 0.02% | −2,109−6.6% | Reduced |
| Alps Advisors Inc | 31,075 | $850.8K | 0.01% | −3,118−9.1% | Reduced |
| NEOS Investment Management LLC | 31,807 | $870.9K | 0.02% | +7,462+30.7% | Added |
| Ieq Capital, LLC | 31,867 | $872.5K | 0.01% | +9,539+42.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,104 | $879.0K | 0.00% | +21,682+208.0% | Added |
| Eagle Harbor Asset Management Inc | 32,544 | $891.1K | 0.89% | −288−0.9% | Reduced |
| First Hawaiian Bank | 32,790 | $897.8K | 0.03% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 32,982 | $903.0K | 0.00% | 00.0% | Unchanged |
| JSF Financial, LLC | 33,383 | $914.0K | 0.24% | +1,367+4.3% | Added |
| Petrus Trust Company, LTA | 33,418 | $915.0K | 0.09% | +33,418 | New |
| Hartford Investment Management Co | 33,628 | $920.7K | 0.03% | −654−1.9% | Reduced |
| Qsemble Capital Management, LP | 33,936 | $929.2K | 0.12% | +33,936 | New |
| Atlas Capital Advisors LLC | 34,090 | $933.4K | 0.12% | +8,576+33.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 34,120 | $934.2K | 0.06% | −49,798−59.3% | Reduced |
| Glenmede Trust Co NA | 34,483 | $944.1K | 0.00% | −1,283−3.6% | Reduced |
| Edgestream Partners, L.P. | 35,874 | $982.2K | 0.04% | +35,874 | New |
| Legacy Capital Group California, Inc. | 35,905 | $983.1K | 0.30% | −214−0.6% | Reduced |
| JustInvest LLC | 36,449 | $998.0K | 0.02% | −58−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 36,882 | $1.01M | 0.02% | +23,512+175.9% | Added |
| Alan B. Lancz & Associates, Inc. | 37,100 | $1.02M | 1.03% | −700−1.9% | Reduced |
| Kentucky Retirement Systems | 37,222 | $1.02M | 0.03% | −513−1.4% | Reduced |
| Man Group plc | 37,859 | $1.04M | 0.00% | −119,082−75.9% | Reduced |
| Verition Fund Management LLC | 38,498 | $1.05M | 0.01% | +8,742+29.4% | Added |
| HighTower Advisors, LLC | 38,566 | $1.06M | 0.00% | +11,169+40.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 38,703 | $1.06M | 0.03% | +38,703 | New |
| Cetera Investment Advisers | 39,978 | $1.09M | 0.00% | +5,748+16.8% | Added |
| Teachers Retirement System of the State of Kentucky | 40,095 | $1.10M | 0.01% | −1,543−3.7% | Reduced |
| Landscape Capital Management, L.L.C. | 40,342 | $1.10M | 0.12% | +32,465+412.1% | Added |
| Avanza Fonder AB | 40,457 | $1.11M | 0.03% | +40,457 | New |
| Leonteq Securities AG | 41,022 | $1.12M | 0.11% | +1,538+3.9% | Added |
| Ellis Investment Partners, LLC | 41,120 | $1.13M | 0.22% | −817−1.9% | Reduced |
| Occudo Quantitative Strategies LP | 41,277 | $1.13M | 0.20% | +26,800+185.1% | Added |
| O'Shaughnessy Asset Management, LLC | 41,622 | $1.14M | 0.01% | +11,075+36.3% | Added |
| Quest Partners LLC | 42,252 | $1.16M | 0.15% | −796−1.8% | Reduced |
| Sherbrooke Park Advisers LLC | 43,026 | $1.18M | 0.38% | +30,243+236.6% | Added |
| Mariner, LLC | 43,750 | $1.20M | 0.00% | +7,220+19.8% | Added |
| Gulf International Bank (UK) Ltd | 45,074 | $1.23M | 0.03% | −1,126−2.4% | Reduced |
| Marshall Wace, LLP | 45,233 | $1.24M | 0.00% | +45,233 | New |
| Sterling Capital Management LLC | 45,301 | $1.24M | 0.02% | +18,188+67.1% | Added |
| Oregon Public Employees Retirement Fund | 46,533 | $1.27M | 0.02% | +170+0.4% | Added |
| Nordea Investment Management AB | 46,558 | $1.28M | 0.00% | −739−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 47,175 | $1.29M | 0.00% | −2,563−5.2% | Reduced |
| Tredje AP-fonden | 48,499 | $1.33M | 0.01% | −48,400−49.9% | Reduced |
| CX Institutional | 48,697 | $1.33M | 0.05% | +1,205+2.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 49,161 | $1.35M | 0.00% | −72,096−59.5% | Reduced |
| Natixis | 50,105 | $1.37M | 0.01% | −290,306−85.3% | Reduced |
| Counterpoint Mutual Funds LLC | 50,284 | $1.38M | 0.17% | +50,284 | New |
| Kendall Capital Management | 50,535 | $1.38M | 0.40% | +24,950+97.5% | Added |
| Y.D. More Investments Ltd | 50,833 | $1.39M | 0.13% | −1,223−2.3% | Reduced |
| Strategic Global Advisors, LLC | 50,887 | $1.39M | 0.25% | +2,745+5.7% | Added |
| Truist Financial Corp | 51,113 | $1.40M | 0.00% | +4,756+10.3% | Added |
| Mizuho Securities USA LLC | 51,394 | $1.41M | 0.03% | +16,270+46.3% | Added |
| AdvisorNet Financial, Inc | 51,411 | $1.41M | 0.12% | −2,092−3.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 51,486 | $1.41M | 0.01% | −29,460−36.4% | Reduced |
| Bonness Enterprises Inc | 51,500 | $1.41M | 0.49% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 51,521 | $1.41M | 0.03% | +16,617+47.6% | Added |
| Ontario Teachers Pension Plan Board | 51,997 | $1.42M | 0.02% | −16,468−24.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 52,500 | $1.44M | 0.42% | +10,500+25.0% | Added |
| Machina Capital S.A.S. | 52,512 | $1.44M | 0.61% | +24,594+88.1% | Added |
| Oppenheimer Asset Management Inc. | 52,901 | $1.45M | 0.02% | +1,791+3.5% | Added |
| J. Safra Sarasin Holding AG | 54,518 | $1.49M | 0.03% | −6,835−11.1% | Reduced |
| TrinityPoint Wealth, LLC | 56,058 | $1.53M | 0.22% | +127+0.2% | Added |
| CIBC World Markets Inc. | 56,790 | $1.55M | 0.00% | −1,276−2.2% | Reduced |
| Fox Run Management, L.L.C. | 58,343 | $1.60M | 0.29% | +58,343 | New |
| Creative Planning | 59,395 | $1.63M | 0.00% | +3,555+6.4% | Added |