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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 16,468 | $450.9K | 0.01% | +16,468 | New |
| Tobam | 16,258 | $445.0K | 0.14% | −95,410−85.4% | Reduced |
| Kestra Advisory Services, LLC | 16,131 | $441.7K | 0.00% | +5,318+49.2% | Added |
| Sanctuary Advisors, LLC | 15,833 | $441.6K | 0.00% | +663+4.4% | Added |
| Chiron Investment Management, LLC | 16,088 | $440.5K | 0.15% | +8,906+124.0% | Added |
| Janney Montgomery Scott LLC | 15,890 | $435.0K | 0.00% | −269−1.7% | Reduced |
| D.A. Davidson & Co. | 15,883 | $434.9K | 0.00% | −200−1.2% | Reduced |
| Wade Financial Advisory, Inc | 15,853 | $434.1K | 0.15% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,686 | $429.0K | 0.00% | +1,191+8.2% | Added |
| Boston Private Wealth LLC | 15,537 | $425.4K | 0.01% | +15,537 | New |
| Parallax Volatility Advisers, L.P. | 15,501 | $424.4K | 0.01% | +5,093+48.9% | Added |
| QRG Capital Management, Inc. | 15,438 | $422.7K | 0.00% | −250−1.6% | Reduced |
| IMC-Chicago, LLC | 15,261 | $417.8K | 0.01% | −20,189−57.0% | Reduced |
| American Alpha Advisors, LLC | 15,141 | $414.6K | 0.38% | −945−5.9% | Reduced |
| Vestcor Inc | 15,080 | $413.0K | 0.01% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 15,057 | $412.3K | 0.02% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 14,955 | $402.3K | 0.09% | −927−5.8% | Reduced |
| Nations Financial Group Inc, | 14,689 | $402.2K | 0.03% | +217+1.5% | Added |
| Forza Wealth Management, LLC | 14,684 | $402.0K | 0.18% | +7,279+98.3% | Added |
| V-Square Quantitative Management LLC | 14,342 | $392.7K | 0.06% | −1,720−10.7% | Reduced |
| Marex Group plc | 14,336 | $392.5K | 0.01% | +5,166+56.3% | Added |
| GWM Advisors LLC | 14,288 | $391.2K | 0.00% | +1,401+10.9% | Added |
| First Horizon Advisors, Inc. | 14,247 | $390.1K | 0.01% | −12−0.1% | Reduced |
| Hanson & Doremus Investment Management | 13,944 | $382.0K | 0.06% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 13,822 | $378.4K | 0.08% | +950+7.4% | Added |
| Denali Advisors LLC | 13,700 | $375.0K | 0.04% | +13,700 | New |
| Burns Matteson Capital Management, LLC | 13,695 | $375.0K | 0.21% | −159−1.1% | Reduced |
| Semanteon Capital Management, LP | 13,692 | $374.9K | 0.20% | +13,692 | New |
| Vista Investment Partners LLC | 13,685 | $374.7K | 0.12% | −81−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 13,430 | $367.7K | 0.01% | −542−3.9% | Reduced |
| Gabelli Funds LLC | 13,025 | $356.6K | 0.00% | −675−4.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 12,950 | $354.6K | 0.22% | +12,950 | New |
| Benchmark Financial Wealth Advisors, LLC | 12,642 | $346.1K | 0.11% | +753+6.3% | Added |
| Jump Financial, LLC | 12,362 | $338.5K | 0.01% | +12,362 | New |
| Platform Technology Partners | 12,276 | $336.1K | 0.10% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 12,002 | $328.6K | 0.01% | +355+3.0% | Added |
| Jefferies Financial Group Inc. | 11,952 | $327.2K | 0.00% | −31,699−72.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 11,850 | $324.5K | 0.11% | +4,300+57.0% | Added |
| United Services Automobile Association | 11,840 | $324.2K | 0.01% | 00.0% | Unchanged |
| Aristeia Capital LLC | 11,744 | $321.6K | 0.01% | +11,744 | New |
| Foster & Motley Inc | 11,535 | $316.0K | 0.02% | −151−1.3% | Reduced |
| Gallacher Capital Management LLC | 11,258 | $308.2K | 0.15% | +1,971+21.2% | Added |
| E Fund Management Co., Ltd. | 11,008 | $301.4K | 0.02% | +2,838+34.7% | Added |
| Ronald Blue Trust, Inc. | 10,823 | $296.3K | 0.00% | +527+5.1% | Added |
| Avidian Wealth Solutions, LLC | 10,740 | $294.1K | 0.01% | +975+10.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,581 | $289.7K | 0.00% | +723+7.3% | Added |
| GAMMA Investing LLC | 10,546 | $288.7K | 0.02% | +2,145+25.5% | Added |
| Forum Financial Management, LP | 10,266 | $281.1K | 0.00% | +10,266 | New |
| Aaron Wealth Advisors | 10,238 | $280.3K | 0.03% | +10,238 | New |
| Fifth Third Bancorp | 10,089 | $276.2K | 0.00% | +536+5.6% | Added |
| Profund Advisors LLC | 10,073 | $275.8K | 0.01% | −1,987−16.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 10,048 | $275.1K | 0.02% | +10,048 | New |
| Advisors Capital Management, LLC | 9,929 | $271.9K | 0.00% | +9,929 | New |
| TownSquare Capital, LLC | 9,873 | $270.3K | 0.00% | −387−3.8% | Reduced |
| Coldstream Capital Management Inc | 9,799 | $268.3K | 0.01% | +806+9.0% | Added |
| Harvest Fund Management Co., Ltd | 10,161 | $268.0K | 0.01% | +10,161 | New |
| Mutual Advisors, LLC | 9,801 | $267.8K | 0.01% | −115−1.2% | Reduced |
| Severin Investments, LLC | 9,682 | $265.1K | 0.26% | +9,682 | New |
| Lake Street Advisors Group, LLC | 9,608 | $263.1K | 0.01% | +345+3.7% | Added |
| Bayesian Capital Management, LP | 9,600 | $262.8K | 0.03% | +9,600 | New |
| Teacher Retirement System of Texas | 9,475 | $259.0K | 0.00% | +9,475 | New |
| Northwestern Mutual Wealth Management Co | 9,407 | $257.6K | 0.00% | +2,072+28.2% | Added |
| DRW Securities, LLC | 9,318 | $255.1K | 0.02% | +9,318 | New |
| Atomi Financial Group, Inc. | 9,225 | $252.6K | 0.01% | +435+4.9% | Added |
| Claret Asset Management Corp | 9,177 | $251.0K | 0.04% | +57+0.6% | Added |
| Cornerstone Wealth Management, LLC | 9,131 | $250.0K | 0.02% | +38+0.4% | Added |
| Beacon Pointe Advisors, LLC | 9,083 | $248.7K | 0.00% | −804−8.1% | Reduced |
| Parallel Advisors, LLC | 9,081 | $248.6K | 0.01% | +202+2.3% | Added |
| PFG Investments, LLC | 9,050 | $247.8K | 0.02% | +12+0.1% | Added |
| Longboard Asset Management, LP | 9,011 | $246.7K | 0.65% | +9,011 | New |
| Shell Asset Management Co | 8,899 | $244.0K | 0.01% | −10,253−53.5% | Reduced |
| Congress Wealth Management LLC | 8,817 | $241.4K | 0.00% | −143−1.6% | Reduced |
| HM Payson & Co | 8,700 | $238.2K | 0.00% | −5−0.1% | Reduced |
| Johnson Investment Counsel Inc | 8,554 | $234.2K | 0.00% | +8,554 | New |
| Sovran Advisors, LLC | 8,585 | $233.0K | 0.03% | +8,585 | New |
| CAPROCK Group, Inc. | 8,481 | $232.2K | 0.01% | −427−4.8% | Reduced |
| CBOE Vest Financial, LLC | 8,457 | $231.6K | 0.00% | +1,156+15.8% | Added |
| Kera Capital Partners, Inc. | 8,311 | $227.6K | 0.07% | +8,311 | New |
| Dynamic Technology Lab Private Ltd | 8,071 | $221.0K | 0.04% | +8,071 | New |
| Horizon Investments, LLC | 8,065 | $220.8K | 0.01% | +715+9.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,049 | $220.4K | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 8,006 | $219.2K | 0.03% | +8,006 | New |
| Iron Financial, LLC | 7,815 | $214.0K | 0.12% | +230+3.0% | Added |
| Blair William & Co | 7,595 | $208.0K | 0.00% | −277−3.5% | Reduced |
| Advisory Services Network, LLC | 7,561 | $207.0K | 0.00% | +7,561 | New |
| Flow Traders U.S. LLC | 7,511 | $206.0K | 0.01% | +7,511 | New |
| Apex Wealth Management, LLC | 7,439 | $203.7K | 0.18% | +7,439 | New |
| Lansing Street Advisors | 7,431 | $203.5K | 0.07% | +7,431 | New |
| Gateway Wealth Partners, LLC | 7,430 | $203.4K | 0.05% | −750−9.2% | Reduced |
| Exchange Traded Concepts, LLC | 7,316 | $200.3K | 0.00% | −307−4.0% | Reduced |
| South Dakota Investment Council | 7,200 | $197.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 6,818 | $186.7K | 0.00% | −10,290−60.1% | Reduced |
| GeoWealth Management, LLC | 6,224 | $170.4K | 0.01% | +6,224 | New |
| Eastern Bank | 6,167 | $168.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,899 | $161.5K | 0.01% | +173+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,813 | $159.2K | 0.00% | +4,098+239.0% | Added |
| Ameritas Investment Partners, Inc. | 5,309 | $145.4K | 0.00% | −514−8.8% | Reduced |
| Venturi Wealth Management, LLC | 4,947 | $135.4K | 0.01% | +2,802+130.6% | Added |
| Smartleaf Asset Management LLC | 4,823 | $132.1K | 0.01% | −587−10.9% | Reduced |
| Walleye Capital LLC | 4,675 | $128.0K | 0.00% | −62,363−93.0% | Reduced |