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 |
|---|---|---|---|---|---|
| R Squared Ltd | 4,670 | $127.9K | 0.12% | +4,670 | New |
| Signaturefd, LLC | 4,606 | $126.1K | 0.00% | +30+0.7% | Added |
| Investors Research Corp | 4,600 | $125.9K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4,521 | $123.8K | 0.00% | +3,386+298.3% | Added |
| Deseret Mutual Benefit Administrators | 4,470 | $122.4K | 0.06% | −916−17.0% | Reduced |
| Kapitalo Investimentos Ltda | 4,146 | $113.5K | 0.08% | +4,146 | New |
| Assetmark, Inc | 3,856 | $105.6K | 0.00% | −22,263−85.2% | Reduced |
| Quent Capital, LLC | 3,667 | $100.4K | 0.01% | +65+1.8% | Added |
| Covestor Ltd | 3,532 | $97.0K | 0.06% | −576−14.0% | Reduced |
| Harbour Investments, Inc. | 3,306 | $90.5K | 0.00% | +207+6.7% | Added |
| Versant Capital Management, Inc | 3,129 | $85.7K | 0.02% | +1,027+48.9% | Added |
| Bryn Mawr Trust Co | 3,123 | $85.5K | 0.00% | −6−0.2% | Reduced |
| Groupe la Francaise | 2,999 | $82.4K | 0.00% | +2,999 | New |
| Heritage Wealth Advisors | 3,005 | $82.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,947 | $80.7K | 0.00% | +17+0.6% | Added |
| Westpac Banking Corp | 2,865 | $78.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,808 | $76.9K | 0.01% | +28+1.0% | Added |
| Huntington National Bank | 2,753 | $75.4K | 0.00% | +152+5.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,750 | $75.3K | 0.00% | −90−3.2% | Reduced |
| Intact Investment Management Inc. | 2,500 | $68.5K | 0.00% | −203,700−98.8% | Reduced |
| McIlrath & Eck, LLC | 2,432 | $66.6K | 0.01% | +651+36.6% | Added |
| Caitong International Asset Management Co., Ltd | 2,405 | $65.8K | 0.06% | +2,405 | New |
| Central Trust Co | 2,400 | $65.7K | 0.00% | −34−1.4% | Reduced |
| Montag A & Associates Inc | 2,400 | $65.7K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2,301 | $63.0K | 0.03% | +40+1.8% | Added |
| Allworth Financial LP | 2,280 | $62.7K | 0.00% | +320+16.3% | Added |
| Brown, Lisle/Cummings, Inc. | 2,150 | $58.9K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,093 | $57.0K | 0.03% | −341−14.0% | Reduced |
| Rise Advisors, LLC | 1,980 | $54.2K | 0.03% | +6+0.3% | Added |
| Jones Financial Companies LLLP | 1,937 | $53.0K | 0.00% | +1,491+334.3% | Added |
| Global Wealth Strategies & Associates | 1,917 | $52.5K | 0.02% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 1,895 | $51.9K | 0.04% | +1,895 | New |
| Aquatic Capital Management LLC | 1,710 | $46.8K | 0.00% | −85,790−98.0% | Reduced |
| Cromwell Holdings LLC | 1,695 | $46.4K | 0.03% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 1,680 | $46.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,563 | $42.8K | 0.00% | −147−8.6% | Reduced |
| Pingora Partners LLC | 1,500 | $41.1K | 0.03% | +1,500 | New |
| EverSource Wealth Advisors, LLC | 1,423 | $39.0K | 0.00% | +651+84.3% | Added |
| Larson Financial Group LLC | 1,311 | $35.9K | 0.00% | +2+0.2% | Added |
| Massmutual Trust Co FSB | 1,273 | $34.9K | 0.00% | +89+7.5% | Added |
| True Wealth Design, LLC | 1,239 | $33.9K | 0.01% | +46+3.9% | Added |
| SRS Capital Advisors, Inc. | 1,219 | $33.4K | 0.00% | +129+11.8% | Added |
| Colonial Trust Co | 1,180 | $32.3K | 0.00% | +205+21.0% | Added |
| ORG Partners LLC | 1,130 | $30.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,108 | $30.3K | 0.00% | −744−40.2% | Reduced |
| Lindbrook Capital, LLC | 1,086 | $29.7K | 0.00% | +5+0.5% | Added |
| Spire Wealth Management | 1,080 | $29.6K | 0.00% | +17+1.6% | Added |
| Citadel Advisors LLC | 1,043 | $28.6K | 0.00% | +777+292.1% | Added |
| Trust Co of Vermont | 1,000 | $27.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 951 | $26.0K | 0.01% | +4+0.4% | Added |
| Westend Capital Management, LLC | 951 | $26.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 946 | $25.9K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 850 | $23.3K | 0.00% | +850 | New |
| Advantage Trust Co | 812 | $22.2K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 789 | $21.6K | 0.00% | +3+0.4% | Added |
| Coppell Advisory Solutions LLC | 769 | $21.1K | 0.00% | +192+33.3% | Added |
| JFS Wealth Advisors, LLC | 742 | $20.3K | 0.00% | +32+4.5% | Added |
| Caldwell Trust Co | 740 | $20.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 735 | $20.1K | 0.00% | +43+6.2% | Added |
| Catalyst Capital Advisors LLC | 726 | $19.9K | 0.00% | −525−42.0% | Reduced |
| Principal Securities, Inc. | 692 | $18.9K | 0.00% | +113+19.5% | Added |
| IFP Advisors, Inc | 658 | $18.0K | 0.00% | +293+80.3% | Added |
| Whittier Trust Co | 658 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 588 | $16.3K | 0.00% | +18+3.2% | Added |
| Hazlett, Burt & Watson, Inc. | 541 | $15.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 534 | $14.6K | 0.00% | +72+15.6% | Added |
| Quadrant Capital Group LLC | 531 | $14.5K | 0.00% | −114−17.7% | Reduced |
| Hemington Wealth Management | 519 | $14.0K | 0.00% | +138+36.2% | Added |
| Colonial Trust Advisors | 500 | $13.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 488 | $13.4K | 0.00% | +1+0.2% | Added |
| Pinnacle Bancorp, Inc. | 459 | $12.6K | 0.00% | −2,215−82.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 408 | $11.0K | 0.00% | −14−3.3% | Reduced |
| Hilltop National Bank | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $10.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 371 | $10.2K | 0.00% | +74+24.9% | Added |
| Signature Resources Capital Management, LLC | 370 | $10.1K | 0.01% | −1,630−81.5% | Reduced |
| Capital Advisors, Ltd. LLC | 379 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 350 | $9.58K | 0.00% | +2+0.6% | Added |
| Skopos Labs, Inc. | 327 | $8.93K | 0.00% | +50+18.1% | Added |
| CNB Bank | 312 | $8.54K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 307 | $8.41K | 0.00% | −4,951−94.2% | Reduced |
| Bullock Wealth Management Group | 304 | $8.32K | 0.00% | +1+0.3% | Added |
| NewSquare Capital LLC | 302 | $8.27K | 0.00% | +12+4.1% | Added |
| WPG Advisers, LLC | 298 | $8.16K | 0.01% | +298 | New |
| Private Trust Co NA | 296 | $8.10K | 0.00% | −29−8.9% | Reduced |
| Rothschild Investment LLC | 246 | $6.74K | 0.00% | +2+0.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 237 | $6.49K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 236 | $6.46K | 0.00% | +236 | New |
| Fedenia Advisers LLC | 235 | $6.43K | 0.00% | +235 | New |
| Fortitude Family Office, LLC | 231 | $6.33K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 223 | $6.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 218 | $5.96K | 0.00% | +3+1.4% | Added |
| High Note Wealth, LLC | 211 | $5.78K | 0.00% | +211 | New |
| Atala Financial Inc | 190 | $5.20K | 0.00% | +190 | New |
| MV Capital Management, Inc. | 174 | $4.76K | 0.00% | −9−4.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 162 | $4.43K | 0.00% | +1+0.6% | Added |
| FSA Wealth Management LLC | 150 | $4.11K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 150 | $4.11K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 145 | $3.97K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 145 | $3.97K | 0.00% | 00.0% | Unchanged |