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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 502 | $13.3K | 0.00% | −29−5.5% | Reduced |
| Brown Brothers Harriman & Co | 522 | $13.9K | 0.00% | +286+121.2% | Added |
| Hazlett, Burt & Watson, Inc. | 541 | $14.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 636 | $16.9K | 0.00% | +48+8.2% | Added |
| Skopos Labs, Inc. | 653 | $17.3K | 0.00% | +326+99.7% | Added |
| Whittier Trust Co | 658 | $17.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 692 | $18.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 719 | $19.0K | 0.00% | +200+38.5% | Added |
| Caldwell Trust Co | 740 | $19.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 764 | $20.3K | 0.00% | +22+3.0% | Added |
| Silicon Valley Capital Partners | 793 | $21.0K | 0.00% | +4+0.5% | Added |
| Advantage Trust Co | 812 | $21.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 829 | $22.0K | 0.02% | +531+178.2% | Added |
| Steward Partners Investment Advisory, LLC | 930 | $24.7K | 0.00% | −4,883−84.0% | Reduced |
| Westend Capital Management, LLC | 951 | $25.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 956 | $25.4K | 0.01% | +5+0.5% | Added |
| Sound Income Strategies, LLC | 971 | $25.8K | 0.00% | +971 | New |
| Colonial Trust Co | 986 | $26.2K | 0.00% | −194−16.4% | Reduced |
| Group One Trading, L.P. | 991 | $26.3K | 0.00% | +991 | New |
| TD Private Client Wealth LLC | 992 | $26.3K | 0.00% | +46+4.9% | Added |
| Umb Bank N A | 1,042 | $27.7K | 0.00% | +307+41.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,108 | $29.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,130 | $30.2K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,612 | $38.0K | 0.03% | −481−23.0% | Reduced |
| Massmutual Trust Co FSB | 1,460 | $38.7K | 0.00% | +187+14.7% | Added |
| Pingora Partners LLC | 1,500 | $39.8K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,558 | $41.3K | 0.00% | −12,730−89.1% | Reduced |
| Catalyst Capital Advisors LLC | 1,580 | $41.9K | 0.00% | +854+117.6% | Added |
| Global Wealth Strategies & Associates | 1,600 | $42.5K | 0.01% | −317−16.5% | Reduced |
| Larson Financial Group LLC | 1,606 | $42.6K | 0.00% | +295+22.5% | Added |
| True Wealth Design, LLC | 1,615 | $42.9K | 0.02% | +376+30.3% | Added |
| Teachers Insurance & Annuity Association of America | 1,680 | $44.6K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,700 | $45.1K | 0.02% | −19,008−91.8% | Reduced |
| Geneos Wealth Management Inc. | 1,717 | $45.6K | 0.00% | +1,183+221.5% | Added |
| Cromwell Holdings LLC | 1,729 | $45.9K | 0.03% | +34+2.0% | Added |
| Hopwood Financial Services, Inc. | 1,895 | $50.3K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 1,959 | $52.0K | 0.01% | +1,959 | New |
| Dunhill Financial, LLC | 2,035 | $54.0K | 0.02% | −266−11.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,043 | $54.2K | 0.00% | +824+67.6% | Added |
| Allworth Financial LP | 2,233 | $56.0K | 0.00% | −47−2.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,176 | $57.8K | 0.02% | +26+1.2% | Added |
| Harvest Fund Management Co., Ltd | 2,346 | $62.0K | 0.00% | −7,815−76.9% | Reduced |
| Rise Advisors, LLC | 2,361 | $62.7K | 0.03% | +381+19.2% | Added |
| Central Trust Co | 2,400 | $63.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,400 | $63.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,427 | $64.4K | 0.00% | +1,004+70.6% | Added |
| McIlrath & Eck, LLC | 2,432 | $64.5K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 2,533 | $69.3K | 0.00% | −466−15.5% | Reduced |
| PEAK6 LLC | 2,656 | $70.5K | 0.00% | +2,656 | New |
| Intact Investment Management Inc. | 2,700 | $71.7K | 0.00% | +200+8.0% | Added |
| Harbour Investments, Inc. | 2,779 | $73.8K | 0.00% | −527−15.9% | Reduced |
| HHM Wealth Advisors, LLC | 2,780 | $73.8K | 0.01% | −28−1.0% | Reduced |
| Westpac Banking Corp | 2,865 | $76.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,005 | $79.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,123 | $82.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,159 | $83.5K | 0.00% | +1,222+63.1% | Added |
| Capital Analysts, LLC | 3,206 | $85.0K | 0.00% | +3,206 | New |
| Covestor Ltd | 3,506 | $93.0K | 0.06% | −26−0.7% | Reduced |
| Huntington National Bank | 3,604 | $95.7K | 0.00% | +851+30.9% | Added |
| Quent Capital, LLC | 3,605 | $95.7K | 0.01% | −62−1.7% | Reduced |
| Mather Group, LLC. | 3,730 | $99.0K | 0.00% | +783+26.6% | Added |
| Hantz Financial Services, Inc. | 4,109 | $109.0K | 0.00% | +4,109 | New |
| Assetmark, Inc | 4,243 | $112.6K | 0.00% | +387+10.0% | Added |
| Deseret Mutual Benefit Administrators | 4,425 | $117.4K | 0.06% | −45−1.0% | Reduced |
| Investors Research Corp | 4,600 | $122.1K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,879 | $129.5K | 0.00% | +273+5.9% | Added |
| Farther Finance Advisors, LLC | 4,935 | $132.0K | 0.00% | −964−16.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,309 | $140.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 5,631 | $149.4K | 0.00% | −536−8.7% | Reduced |
| Curat Global, LLC | 5,785 | $153.5K | 0.19% | +5,785 | New |
| Siemens Fonds Invest GmbH | 6,192 | $164.3K | 0.01% | +6,192 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 6,466 | $171.6K | 0.00% | +6,466 | New |
| HM Payson & Co | 7,100 | $188.4K | 0.00% | −1,600−18.4% | Reduced |
| South Dakota Investment Council | 7,200 | $191.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 7,335 | $194.7K | 0.01% | +1,111+17.9% | Added |
| Northwestern Mutual Wealth Management Co | 7,551 | $200.4K | 0.00% | −1,856−19.7% | Reduced |
| Great Lakes Advisors, LLC | 7,743 | $205.5K | 0.00% | +7,743 | New |
| Horizon Investments, LLC | 7,815 | $207.4K | 0.01% | −250−3.1% | Reduced |
| Snowden Capital Advisors LLC | 7,871 | $208.9K | 0.01% | +7,871 | New |
| Quest Partners LLC | 7,934 | $210.6K | 0.02% | −34,318−81.2% | Reduced |
| Sagespring Wealth Partners, LLC | 7,998 | $212.3K | 0.01% | +7,998 | New |
| Callan Family Office, LLC | 8,018 | $212.8K | 0.02% | +8,018 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,049 | $213.5K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 8,133 | $216.0K | 0.03% | −1,044−11.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,415 | $223.3K | 0.00% | −2,166−20.5% | Reduced |
| Global Endowment Management, LP | 8,434 | $223.8K | 0.03% | −9,354−52.6% | Reduced |
| Fort Washington Investment Advisors Inc | 8,493 | $225.4K | 0.00% | +8,493 | New |
| Flossbach Von Storch AG | 8,610 | $228.5K | 0.00% | +8,610 | New |
| Chicago Partners Investment Group LLC | 8,375 | $233.2K | 0.01% | +8,375 | New |
| Blair William & Co | 8,796 | $233.5K | 0.00% | +1,201+15.8% | Added |
| Congress Wealth Management LLC | 8,823 | $234.2K | 0.00% | +6+0.1% | Added |
| Shell Asset Management Co | 8,899 | $236.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,926 | $236.9K | 0.01% | −155−1.7% | Reduced |
| Longboard Asset Management, LP | 9,011 | $239.2K | 0.70% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9,021 | $239.4K | 0.01% | +4,074+82.4% | Added |
| PFG Investments, LLC | 9,064 | $240.5K | 0.02% | +14+0.2% | Added |
| Baker Avenue Asset Management, LP | 9,080 | $241.0K | 0.01% | +9,080 | New |
| Beacon Pointe Advisors, LLC | 9,148 | $242.8K | 0.00% | +65+0.7% | Added |
| Profund Advisors LLC | 9,194 | $244.0K | 0.01% | −879−8.7% | Reduced |