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Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in Gen Digital Inc. as of Mar 31, 2025. 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
644
+2 vs. Q4 2024
Shares held
527.8M
+29.1M (+5.8%) vs. Q4 2024
Total value
$14.0B
+$356.1M (+2.6%) vs. Q4 2024
New holders
86
276 more added
Sold out
84
191 more reduced

13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 644 institutions
Q1 2021: 525 institutionsQ2 2021: 556 institutionsQ3 2021: 548 institutionsQ4 2021: 563 institutionsQ1 2022: 592 institutionsQ2 2022: 580 institutionsQ3 2022: 566 institutionsQ4 2022: 546 institutionsQ1 2023: 539 institutionsQ2 2023: 521 institutionsQ3 2023: 535 institutionsQ4 2023: 548 institutionsQ1 2024: 539 institutionsQ2 2024: 569 institutionsQ3 2024: 589 institutionsQ4 2024: 655 institutionsQ1 2025: 644 institutionsQ2 2025: 654 institutionsQ3 2025: 676 institutionsQ4 2025: 689 institutionsQ1 2026: 673 institutionsQ2 2026: 687 institutions
Value heldQ1 2025: $14.0B
Q1 2021: $11.2BQ2 2021: $14.6BQ3 2021: $13.8BQ4 2021: $14.4BQ1 2022: $15.2BQ2 2022: $11.9BQ3 2022: $10.9BQ4 2022: $11.3BQ1 2023: $9.11BQ2 2023: $9.69BQ3 2023: $9.19BQ4 2023: $11.8BQ1 2024: $11.7BQ2 2024: $13.1BQ3 2024: $14.2BQ4 2024: $14.0BQ1 2025: $14.0BQ2 2025: $15.6BQ3 2025: $14.9BQ4 2025: $14.5BQ1 2026: $9.98BQ2 2026: $13.6B
Institutions holding GEN and their total value by quarter
QuarterHoldersValue
Q2 2026687$13.6B
Q1 2026673$9.98B
Q4 2025689$14.5B
Q3 2025676$14.9B
Q2 2025654$15.6B
Q1 2025644$14.0B
Q4 2024655$14.0B
Q3 2024589$14.2B
Q2 2024569$13.1B
Q1 2024539$11.7B
Q4 2023548$11.8B
Q3 2023535$9.19B
Q2 2023521$9.69B
Q1 2023539$9.11B
Q4 2022546$11.3B
Q3 2022566$10.9B
Q2 2022580$11.9B
Q1 2022592$15.2B
Q4 2021563$14.4B
Q3 2021548$13.8B
Q2 2021556$14.6B
Q1 2021525$11.2B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q4 2024.

Institutions holding GEN in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Close Asset Management Ltd12$00.00%−38−76.0%Reduced
Avion Wealth20$00.00%+20New
Creative Financial Designs Inc5$1330.00%+5New
Private Wealth Management Group, LLC7$1860.00%+4+133.3%Added
GoalVest Advisory LLC7$1860.00%+7New
Bartlett & Co. Wealth Management LLC7$1860.00%+7New
Private Wealth Asset Management, LLC8$2120.00%+8New
American Capital Advisory, LLC9$2390.00%+9New
Principia Wealth Advisory, LLC11$2800.00%−19−63.3%Reduced
Halbert Hargrove Global Advisors, LLC11$2910.00%+11New
Rakuten Securities, Inc.11$2920.00%00.0%Unchanged
Winnow Wealth LLC14$3560.00%+5+55.6%Added
West Branch Capital LLC14$3720.00%00.0%Unchanged
MPWM Advisory Solutions, LLC14$3720.00%00.0%Unchanged
Aventura Private Wealth, LLC14$3730.00%+14New
Carolinas Wealth Consulting LLC15$3980.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC16$4240.00%+16New
WestEnd Advisors, LLC16$4250.00%+13+433.3%Added
Parkworth Wealth Management, Inc.17$4510.00%00.0%Unchanged
HFM Investment Advisors, LLC17$4520.00%+17New
CBIZ Investment Advisory Services, LLC18$4780.00%+18New
Innovative Advisory Group, LLC19$5070.00%00.0%Unchanged
Hughes Financial Services, LLC19$5080.00%+19New
ROSS\JOHNSON & Associates LLC20$5310.01%+20New
Prestige Wealth Management Group LLC21$5580.00%00.0%Unchanged
Logan Capital Management Inc22$5840.00%00.0%Unchanged
Hexagon Capital Partners LLC22$5840.00%+22New
Rialto Wealth Management, LLC27$7170.00%+27New
Clark Wealth Partners27$7170.00%+27New
Evelyn Partners Investment Management LLP30$7960.00%00.0%Unchanged
UMA Financial Services, Inc.30$7970.00%00.0%Unchanged
Bruce G. Allen Investments, LLC32$8490.00%00.0%Unchanged
Wood Tarver Financial Group, LLC32$8500.00%00.0%Unchanged
NVWM, LLC34$9020.00%+5+17.2%Added
WealthTrak Capital Management LLC35$9290.00%+30+600.0%Added
First Command Advisory Services, Inc.35$9290.00%+35New
Riggs Asset Managment Co. Inc.38$1.01K0.00%00.0%Unchanged
Washington Trust Co39$1.03K0.00%−49−55.7%Reduced
Spectrum Wealth Counsel, LLC40$1.06K0.00%00.0%Unchanged
S&T Bank45$1.19K0.00%+45New
Raffa Wealth Management, LLC46$1.22K0.00%00.0%Unchanged
Salomon & Ludwin, LLC54$1.43K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC54$1.43K0.00%+54New
Trifecta Capital Advisors, LLC57$1.51K0.00%00.0%Unchanged
Spire Wealth Management63$1.67K0.00%−1,017−94.2%Reduced
Rossby Financial, LCC69$1.74K0.00%+69New
Clearstead Advisors, LLC71$1.89K0.00%+59+491.7%Added
Clean Yield Group72$1.91K0.00%−39−35.1%Reduced
TD Capital Management LLC74$1.97K0.00%00.0%Unchanged
Highline Wealth Partners LLC77$2.04K0.00%+77New
Mowery & Schoenfeld Wealth Management, LLC80$2.13K0.00%−11−12.1%Reduced
Whipplewood Advisors, LLC2$2.23K0.00%−72−97.3%Reduced
Bell Investment Advisors, Inc96$2.55K0.00%00.0%Unchanged
Abound Wealth Management97$2.58K0.00%−29−23.0%Reduced
Concord Wealth Partners100$2.65K0.00%00.0%Unchanged
City State Bank100$2.65K0.00%00.0%Unchanged
SJS Investment Consulting Inc.105$2.79K0.00%+9+9.4%Added
DT Investment Partners, LLC106$2.81K0.00%00.0%Unchanged
Global Financial Private Client, LLC109$2.89K0.00%+78+251.6%Added
GW&K Investment Management, LLC108$3.00K0.00%+8+8.0%Added
DiNuzzo Private Wealth, Inc.114$3.03K0.00%+2+1.8%Added
South State Corp.120$3.19K0.00%+120New
Grove Bank & Trust131$3.48K0.00%00.0%Unchanged
Activest Wealth Management134$3.56K0.00%+134New
Anfield Capital Management, LLC145$3.85K0.00%00.0%Unchanged
Atlantic Trust, LLC148$3.93K0.00%+148New
FSA Wealth Management LLC150$3.98K0.00%00.0%Unchanged
Manchester Capital Management LLC164$4.35K0.00%+98+148.5%Added
MV Capital Management, Inc.177$4.70K0.00%+3+1.7%Added
Atala Financial Inc190$5.04K0.00%00.0%Unchanged
Private Trust Co NA192$5.10K0.00%−104−35.1%Reduced
Rothschild Investment LLC203$5.39K0.00%−43−17.5%Reduced
High Note Wealth, LLC211$5.60K0.00%00.0%Unchanged
Sachetta, LLC216$5.74K0.00%−2−0.9%Reduced
Saudi Central Bank218$5.79K0.03%+218New
C M Bidwell & Associates Ltd223$5.92K0.00%00.0%Unchanged
Fortitude Family Office, LLC231$6.13K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC237$6.29K0.00%00.0%Unchanged
Ancora Advisors, LLC253$6.71K0.00%−54−17.6%Reduced
CVA Family Office, LLC257$6.82K0.00%+238+1,252.6%Added
Caitong International Asset Management Co., Ltd294$7.80K0.01%−2,111−87.8%Reduced
Costello Asset Management, INC300$7.96K0.00%+300New
Bullock Wealth Management Group305$8.16K0.00%+1+0.3%Added
CNB Bank312$8.28K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.327$9.00K0.00%−81−19.9%Reduced
Zions Bancorporation, National Association350$9.29K0.00%+350New
GPS Wealth Strategies Group, LLC355$9.43K0.00%+5+1.4%Added
Signature Resources Capital Management, LLC370$9.82K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC378$10.0K0.00%−1−0.3%Reduced
Ogorek Anthony Joseph403$10.0K0.00%+403New
Oakworth Capital, Inc.392$10.4K0.00%+247+170.3%Added
Farmers & Merchants Investments Inc394$10.5K0.00%00.0%Unchanged
Cornerstone Planning Group LLC445$10.9K0.00%+445New
Wayfinding Financial, LLC416$11.0K0.00%+416New
Elite Financial, Inc.446$11.0K0.01%+446New
Pinnacle Bancorp, Inc.459$12.2K0.00%00.0%Unchanged
NewSquare Capital LLC464$12.3K0.00%+162+53.6%Added
Beacon Capital Management, LLC465$12.3K0.00%+465New
GHP Investment Advisors, Inc.490$13.0K0.00%+2+0.4%Added
Smartleaf Asset Management LLC498$13.2K0.00%−4,325−89.7%Reduced