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 |
|---|---|---|---|---|---|
| Alan B. Lancz & Associates, Inc. | 37,100 | $1.02M | 1.03% | −700−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 36,882 | $1.01M | 0.02% | +23,512+175.9% | Added |
| JustInvest LLC | 36,449 | $998.0K | 0.02% | −58−0.2% | Reduced |
| Legacy Capital Group California, Inc. | 35,905 | $983.1K | 0.30% | −214−0.6% | Reduced |
| Edgestream Partners, L.P. | 35,874 | $982.2K | 0.04% | +35,874 | New |
| Glenmede Trust Co NA | 34,483 | $944.1K | 0.00% | −1,283−3.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,120 | $934.2K | 0.06% | −49,798−59.3% | Reduced |
| Atlas Capital Advisors LLC | 34,090 | $933.4K | 0.12% | +8,576+33.6% | Added |
| Qsemble Capital Management, LP | 33,936 | $929.2K | 0.12% | +33,936 | New |
| Hartford Investment Management Co | 33,628 | $920.7K | 0.03% | −654−1.9% | Reduced |
| Petrus Trust Company, LTA | 33,418 | $915.0K | 0.09% | +33,418 | New |
| JSF Financial, LLC | 33,383 | $914.0K | 0.24% | +1,367+4.3% | Added |
| Vontobel Holding Ltd. | 32,982 | $903.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 32,790 | $897.8K | 0.03% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 32,544 | $891.1K | 0.89% | −288−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,104 | $879.0K | 0.00% | +21,682+208.0% | Added |
| Ieq Capital, LLC | 31,867 | $872.5K | 0.01% | +9,539+42.7% | Added |
| NEOS Investment Management LLC | 31,807 | $870.9K | 0.02% | +7,462+30.7% | Added |
| Alps Advisors Inc | 31,075 | $850.8K | 0.01% | −3,118−9.1% | Reduced |
| Maryland State Retirement & Pension System | 30,087 | $823.8K | 0.02% | −2,109−6.6% | Reduced |
| Cresset Asset Management, LLC | 30,029 | $822.2K | 0.00% | −65,232−68.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 30,000 | $821.4K | 0.10% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 29,250 | $800.9K | 0.17% | +29,250 | New |
| Louisiana State Employees Retirement System | 29,200 | $799.5K | 0.02% | −1,300−4.3% | Reduced |
| Securian Asset Management, Inc | 29,143 | $797.9K | 0.02% | −815−2.7% | Reduced |
| M&G Plc | 29,204 | $788.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,624 | $783.7K | 0.00% | +740+2.7% | Added |
| Naples Global Advisors, LLC | 28,276 | $774.2K | 0.07% | 00.0% | Unchanged |
| CCM Investment Group, LLC | 28,189 | $771.8K | 0.08% | +28,189 | New |
| Ci Investments Inc. | 27,970 | $766.0K | 0.00% | +5,733+25.8% | Added |
| Ossiam | 27,872 | $763.1K | 0.01% | −6,194−18.2% | Reduced |
| CoreCap Advisors, LLC | 27,668 | $757.5K | 0.03% | +25,640+1,264.3% | Added |
| M&T Bank Corp | 27,599 | $755.5K | 0.00% | +958+3.6% | Added |
| iA Global Asset Management Inc. | 27,075 | $741.0K | 0.01% | −8,504−23.9% | Reduced |
| Prudential PLC | 25,997 | $711.8K | 0.00% | −8,842−25.4% | Reduced |
| E. Ohman J:or Asset Management AB | 25,900 | $709.1K | 0.02% | +2,800+12.1% | Added |
| New Mexico Educational Retirement Board | 25,797 | $706.0K | 0.02% | −1,100−4.1% | Reduced |
| Quartz Partners, LLC | 25,662 | $702.6K | 0.43% | +25,662 | New |
| Norinchukin Bank, The | 25,459 | $697.1K | 0.01% | +2,589+11.3% | Added |
| CenterBook Partners LP | 25,306 | $692.9K | 0.04% | +7,611+43.0% | Added |
| Centiva Capital, LP | 25,232 | $690.9K | 0.03% | +25,232 | New |
| Brighton Jones LLC | 25,212 | $690.3K | 0.02% | +1,299+5.4% | Added |
| Advisor OS, LLC | 25,096 | $687.1K | 0.08% | +25,096 | New |
| Thrivent Financial for Lutherans | 24,899 | $682.0K | 0.00% | −33−0.1% | Reduced |
| Wealthfront Advisers LLC | 24,866 | $680.8K | 0.00% | +4,373+21.3% | Added |
| Spirit of America Management Corp | 24,700 | $676.3K | 0.14% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 24,664 | $675.0K | 1.40% | +24,664 | New |
| Omers Administration Corp | 24,022 | $657.7K | 0.01% | +3,991+19.9% | Added |
| Savant Capital, LLC | 23,624 | $646.8K | 0.01% | +516+2.2% | Added |
| CWM, LLC | 23,599 | $646.0K | 0.00% | +1,709+7.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 23,387 | $640.3K | 0.02% | −370−1.6% | Reduced |
| MAI Capital Management | 23,355 | $639.5K | 0.00% | +1,785+8.3% | Added |
| Aigen Investment Management, LP | 22,999 | $629.7K | 0.11% | +22,999 | New |
| CSS LLC | 22,680 | $621.0K | 0.04% | +7,680+51.2% | Added |
| HB Wealth Management, LLC | 22,591 | $618.5K | 0.01% | −4,061−15.2% | Reduced |
| Raiffeisen Bank International AG | 22,459 | $614.9K | 0.01% | +22,459 | New |
| Commerce Bank | 22,383 | $612.8K | 0.00% | −4,880−17.9% | Reduced |
| Globeflex Capital L P | 22,352 | $612.0K | 0.05% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 22,215 | $608.2K | 0.45% | +22,215 | New |
| Vinva Investment Management Ltd | 22,139 | $606.2K | 0.02% | −105,764−82.7% | Reduced |
| Prelude Capital Management, LLC | 21,978 | $601.8K | 0.05% | +21,978 | New |
| Waterloo Capital, L.P. | 21,332 | $584.1K | 0.06% | +477+2.3% | Added |
| Mercer Global Advisors Inc | 21,116 | $578.2K | 0.00% | −1,399−6.2% | Reduced |
| MJP Associates Inc | 21,064 | $576.7K | 0.10% | +21,064 | New |
| Wetherby Asset Management Inc | 21,033 | $575.9K | 0.03% | +1,294+6.6% | Added |
| Twin Tree Management, LP | 20,746 | $568.0K | 0.01% | +6,637+47.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 20,708 | $567.0K | 0.30% | +5,201+33.5% | Added |
| Agf Management Ltd | 20,606 | $564.2K | 0.00% | −1,358−6.2% | Reduced |
| Colony Group, LLC | 20,367 | $557.6K | 0.00% | +16,574+437.0% | Added |
| Affinity Investment Advisors, LLC | 20,325 | $556.5K | 0.46% | +20,325 | New |
| MML Investors Services, LLC | 20,298 | $556.0K | 0.00% | +8,426+71.0% | Added |
| Federated Hermes, Inc. | 20,305 | $556.0K | 0.00% | +7,044+53.1% | Added |
| Woodline Partners LP | 20,028 | $548.4K | 0.00% | +20,028 | New |
| Ifrah Financial Services, Inc. | 20,010 | $547.9K | 0.15% | −617−3.0% | Reduced |
| 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 |
| Tokio Marine Asset Management Co Ltd | 19,469 | $533.1K | 0.02% | +1,447+8.0% | Added |
| Empirical Finance, LLC | 19,288 | $528.1K | 0.03% | −282−1.4% | Reduced |
| Everence Capital Management Inc | 18,410 | $504.0K | 0.03% | −19,950−52.0% | Reduced |
| Wright Investors Service Inc | 18,357 | $502.6K | 0.16% | +18,357 | New |
| Metis Global Partners, LLC | 18,334 | $502.0K | 0.02% | +524+2.9% | Added |
| LMR Partners LLP | 18,030 | $493.7K | 0.01% | +18,030 | New |
| Van Eck Associates Corp | 18,012 | $493.0K | 0.00% | −700−3.7% | Reduced |
| Nomura Holdings Inc | 17,866 | $489.2K | 0.00% | +17,866 | New |
| Global Endowment Management, LP | 17,788 | $487.0K | 0.06% | −6,695−27.3% | Reduced |
| Systematic Alpha Investments, LLC | 17,776 | $486.7K | 0.02% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 17,640 | $483.0K | 0.09% | 00.0% | Unchanged |
| Haven Private, LLC | 17,571 | $481.1K | 0.27% | +17,571 | New |
| Plato Investment Management Ltd | 17,450 | $479.5K | 0.04% | +12,218+233.5% | Added |
| APG Asset Management US Inc. | 17,439 | $477.5K | 0.00% | +17,439 | New |
| Bryce Point Capital, LLC | 17,416 | $476.9K | 0.14% | +17,416 | New |
| Institute for Wealth Management, LLC. | 17,358 | $475.3K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 17,333 | $474.6K | 0.00% | +441+2.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,217 | $471.4K | 0.01% | +49+0.3% | Added |
| Redwood Investment Management, LLC | 16,998 | $465.0K | 0.05% | −59,857−77.9% | Reduced |
| Ballentine Partners, LLC | 16,809 | $460.2K | 0.01% | +830+5.2% | Added |
| EntryPoint Capital, LLC | 16,761 | $458.9K | 0.19% | +16,761 | New |
| Campbell & CO Investment Adviser LLC | 16,702 | $457.3K | 0.04% | −15,092−47.5% | Reduced |
| Allstate Corp | 16,620 | $455.1K | 0.01% | +16,620 | New |
| Stifel Financial Corp | 16,519 | $452.3K | 0.00% | −12,547−43.2% | Reduced |