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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 98,600 | $2.70M | 0.09% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 97,933 | $2.68M | 0.45% | +97,933 | New |
| Nisa Investment Advisors, LLC | 97,557 | $2.67M | 0.01% | −35,915−26.9% | Reduced |
| Ostrum Asset Management | 96,988 | $2.66M | 0.23% | −19,134−16.5% | Reduced |
| Erste Asset Management GmbH | 94,768 | $2.62M | 0.03% | +6,378+7.2% | Added |
| Empowered Funds, LLC | 94,497 | $2.59M | 0.04% | −266,293−73.8% | Reduced |
| Pathstone Holdings, LLC | 93,334 | $2.56M | 0.01% | −6,290−6.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 92,342 | $2.55M | 0.01% | +9,785+11.9% | Added |
| Stephens Inc | 92,358 | $2.53M | 0.04% | −6,641−6.7% | Reduced |
| Utah Retirement Systems | 89,905 | $2.46M | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 87,890 | $2.41M | 0.03% | −900−1.0% | Reduced |
| CIBC World Markets Corp | 86,100 | $2.36M | 0.01% | +11,327+15.1% | Added |
| CIBC Asset Management Inc | 85,975 | $2.35M | 0.01% | −10,166−10.6% | Reduced |
| Mutual of America Capital Management LLC | 85,770 | $2.35M | 0.03% | +19,078+28.6% | Added |
| US Bancorp | 85,370 | $2.34M | 0.00% | −6,703−7.3% | Reduced |
| Ethic Inc. | 84,801 | $2.32M | 0.05% | −9,641−10.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,669 | $2.32M | 0.00% | −20,953−19.8% | Reduced |
| CIBC Private Wealth Group, LLC | 85,308 | $2.31M | 0.00% | −5,715−6.3% | Reduced |
| TrimTabs Asset Management, LLC | 84,307 | $2.31M | 0.30% | +26,784+46.6% | Added |
| Lecap Asset Management Ltd | 83,391 | $2.28M | 0.62% | +83,391 | New |
| HRT Financial LP | 82,170 | $2.25M | 0.01% | +82,170 | New |
| Daiwa Securities Group Inc. | 81,958 | $2.24M | 0.01% | +5,184+6.8% | Added |
| Xponance, Inc. | 81,680 | $2.24M | 0.02% | +4,945+6.4% | Added |
| Advisor Group Holdings, Inc. | 80,732 | $2.21M | 0.00% | +12,175+17.8% | Added |
| First Manhattan Co | 78,764 | $2.16M | 0.01% | −2,700−3.3% | Reduced |
| Rice Partnership, LLC | 77,861 | $2.13M | 0.41% | +77,861 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,741 | $2.13M | 0.02% | +14,481+22.9% | Added |
| Public Sector Pension Investment Board | 77,095 | $2.11M | 0.01% | +56,363+271.9% | Added |
| Baird Financial Group, Inc. | 76,811 | $2.10M | 0.00% | +2,135+2.9% | Added |
| Long Road Investment Counsel, LLC | 75,475 | $2.07M | 0.84% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 73,962 | $2.03M | 0.02% | +2,694+3.8% | Added |
| Bank of Nova Scotia | 73,001 | $2.00M | 0.00% | +2,626+3.7% | Added |
| Toroso Investments, LLC | 71,698 | $1.96M | 0.02% | +22,912+47.0% | Added |
| Dakota Wealth Management | 71,405 | $1.96M | 0.05% | +37,503+110.6% | Added |
| Nissay Asset Management Corp | 69,500 | $1.92M | 0.01% | +137+0.2% | Added |
| Estate Counselors, LLC | 69,690 | $1.91M | 0.20% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 69,427 | $1.90M | 0.02% | −2,426−3.4% | Reduced |
| Janus Henderson Group PLC | 68,996 | $1.89M | 0.00% | −4,158−5.7% | Reduced |
| Inceptionr LLC | 67,467 | $1.85M | 0.41% | +67,467 | New |
| Ellsworth Advisors, LLC | 67,174 | $1.84M | 0.48% | +5,390+8.7% | Added |
| Swiss Life Asset Management Ltd | 67,046 | $1.83M | 0.01% | +36,017+116.1% | Added |
| Intech Investment Management LLC | 66,857 | $1.83M | 0.02% | −5,344−7.4% | Reduced |
| Paradigm Capital Management Inc | 66,000 | $1.81M | 0.08% | 00.0% | Unchanged |
| Cerity Partners LLC | 63,764 | $1.75M | 0.00% | +8,860+16.1% | Added |
| CWM Advisors, LLC | 63,724 | $1.74M | 0.20% | −33,067−34.2% | Reduced |
| Public Employees Retirement Association of Colorado | 62,440 | $1.71M | 0.01% | −2,614−4.0% | Reduced |
| STRS Ohio | 62,203 | $1.70M | 0.01% | +723+1.2% | Added |
| Capital Fund Management S.A. | 61,994 | $1.70M | 0.02% | −127,357−67.3% | Reduced |
| State of Alaska, Department of Revenue | 61,826 | $1.69M | 0.02% | −1,075−1.7% | Reduced |
| Two Sigma Investments, LP | 61,405 | $1.68M | 0.00% | −77,330−55.7% | Reduced |
| Castlekeep Investment Advisors LLC | 60,668 | $1.66M | 1.16% | +60,668 | New |
| Commonwealth Equity Services, LLC | 60,676 | $1.66M | 0.00% | −1,921−3.1% | Reduced |
| Guggenheim Capital LLC | 60,232 | $1.65M | 0.01% | −57,672−48.9% | Reduced |
| Elo Mutual Pension Insurance Co | 60,066 | $1.64M | 0.03% | −113−0.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 59,416 | $1.63M | 0.02% | −581−1.0% | Reduced |
| Creative Planning | 59,395 | $1.63M | 0.00% | +3,555+6.4% | Added |
| Fox Run Management, L.L.C. | 58,343 | $1.60M | 0.29% | +58,343 | New |
| CIBC World Markets Inc. | 56,790 | $1.55M | 0.00% | −1,276−2.2% | Reduced |
| TrinityPoint Wealth, LLC | 56,058 | $1.53M | 0.22% | +127+0.2% | Added |
| J. Safra Sarasin Holding AG | 54,518 | $1.49M | 0.03% | −6,835−11.1% | Reduced |
| Oppenheimer Asset Management Inc. | 52,901 | $1.45M | 0.02% | +1,791+3.5% | Added |
| Machina Capital S.A.S. | 52,512 | $1.44M | 0.61% | +24,594+88.1% | Added |
| Hussman Strategic Advisors, Inc. | 52,500 | $1.44M | 0.42% | +10,500+25.0% | Added |
| Ontario Teachers Pension Plan Board | 51,997 | $1.42M | 0.02% | −16,468−24.1% | Reduced |
| Advisors Asset Management, Inc. | 51,521 | $1.41M | 0.03% | +16,617+47.6% | Added |
| Bonness Enterprises Inc | 51,500 | $1.41M | 0.49% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 51,486 | $1.41M | 0.01% | −29,460−36.4% | Reduced |
| AdvisorNet Financial, Inc | 51,411 | $1.41M | 0.12% | −2,092−3.9% | Reduced |
| Mizuho Securities USA LLC | 51,394 | $1.41M | 0.03% | +16,270+46.3% | Added |
| Truist Financial Corp | 51,113 | $1.40M | 0.00% | +4,756+10.3% | Added |
| Strategic Global Advisors, LLC | 50,887 | $1.39M | 0.25% | +2,745+5.7% | Added |
| Y.D. More Investments Ltd | 50,833 | $1.39M | 0.13% | −1,223−2.3% | Reduced |
| Kendall Capital Management | 50,535 | $1.38M | 0.40% | +24,950+97.5% | Added |
| Counterpoint Mutual Funds LLC | 50,284 | $1.38M | 0.17% | +50,284 | New |
| Natixis | 50,105 | $1.37M | 0.01% | −290,306−85.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 49,161 | $1.35M | 0.00% | −72,096−59.5% | Reduced |
| CX Institutional | 48,697 | $1.33M | 0.05% | +1,205+2.5% | Added |
| Tredje AP-fonden | 48,499 | $1.33M | 0.01% | −48,400−49.9% | Reduced |
| The PNC Financial Services Group, Inc. | 47,175 | $1.29M | 0.00% | −2,563−5.2% | Reduced |
| Nordea Investment Management AB | 46,558 | $1.28M | 0.00% | −739−1.6% | Reduced |
| Oregon Public Employees Retirement Fund | 46,533 | $1.27M | 0.02% | +170+0.4% | Added |
| Sterling Capital Management LLC | 45,301 | $1.24M | 0.02% | +18,188+67.1% | Added |
| Marshall Wace, LLP | 45,233 | $1.24M | 0.00% | +45,233 | New |
| Gulf International Bank (UK) Ltd | 45,074 | $1.23M | 0.03% | −1,126−2.4% | Reduced |
| Mariner, LLC | 43,750 | $1.20M | 0.00% | +7,220+19.8% | Added |
| Sherbrooke Park Advisers LLC | 43,026 | $1.18M | 0.38% | +30,243+236.6% | Added |
| Quest Partners LLC | 42,252 | $1.16M | 0.15% | −796−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 41,622 | $1.14M | 0.01% | +11,075+36.3% | Added |
| Occudo Quantitative Strategies LP | 41,277 | $1.13M | 0.20% | +26,800+185.1% | Added |
| Ellis Investment Partners, LLC | 41,120 | $1.13M | 0.22% | −817−1.9% | Reduced |
| Leonteq Securities AG | 41,022 | $1.12M | 0.11% | +1,538+3.9% | Added |
| Avanza Fonder AB | 40,457 | $1.11M | 0.03% | +40,457 | New |
| Landscape Capital Management, L.L.C. | 40,342 | $1.10M | 0.12% | +32,465+412.1% | Added |
| Teachers Retirement System of the State of Kentucky | 40,095 | $1.10M | 0.01% | −1,543−3.7% | Reduced |
| Cetera Investment Advisers | 39,978 | $1.09M | 0.00% | +5,748+16.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 38,703 | $1.06M | 0.03% | +38,703 | New |
| HighTower Advisors, LLC | 38,566 | $1.06M | 0.00% | +11,169+40.8% | Added |
| Verition Fund Management LLC | 38,498 | $1.05M | 0.01% | +8,742+29.4% | Added |
| Man Group plc | 37,859 | $1.04M | 0.00% | −119,082−75.9% | Reduced |
| Kentucky Retirement Systems | 37,222 | $1.02M | 0.03% | −513−1.4% | Reduced |