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 |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 9,242 | $245.3K | 0.12% | −12,973−58.4% | Reduced |
| Cornerstone Wealth Management, LLC | 9,396 | $249.4K | 0.02% | +265+2.9% | Added |
| MQS Management LLC | 9,543 | $253.3K | 0.15% | +9,543 | New |
| MUFG Securities Americas Inc. | 9,601 | $254.8K | 0.03% | +1,595+19.9% | Added |
| RSM US Wealth Management LLC | 9,801 | $260.1K | 0.00% | +9,801 | New |
| Advisors Capital Management, LLC | 9,833 | $261.0K | 0.00% | −96−1.0% | Reduced |
| Coldstream Capital Management Inc | 9,854 | $261.5K | 0.01% | +55+0.6% | Added |
| IFP Advisors, Inc | 9,872 | $262.0K | 0.01% | +9,214+1,400.3% | Added |
| Gsa Capital Partners LLP | 9,992 | $265.0K | 0.02% | +9,992 | New |
| Severin Investments, LLC | 10,135 | $269.0K | 0.27% | +453+4.7% | Added |
| Forum Financial Management, LP | 10,252 | $272.1K | 0.00% | −14−0.1% | Reduced |
| Merit Financial Group, LLC | 10,289 | $273.1K | 0.00% | +10,289 | New |
| Cambridge Investment Research Advisors, Inc. | 10,347 | $275.0K | 0.00% | −21,757−67.8% | Reduced |
| OmniStar Financial Group, Inc. | 10,511 | $279.2K | 0.22% | +10,511 | New |
| Kestra Advisory Services, LLC | 10,530 | $279.5K | 0.00% | −5,601−34.7% | Reduced |
| MML Investors Services, LLC | 10,760 | $286.0K | 0.00% | −9,538−47.0% | Reduced |
| Janney Montgomery Scott LLC | 10,833 | $288.0K | 0.00% | −5,057−31.8% | Reduced |
| E Fund Management Co., Ltd. | 11,008 | $292.2K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 11,146 | $295.8K | 0.01% | +3,830+52.4% | Added |
| Foster & Motley Inc | 11,139 | $296.0K | 0.02% | −396−3.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,620 | $308.4K | 0.01% | −382−3.2% | Reduced |
| Gabelli Funds LLC | 11,700 | $310.5K | 0.00% | −1,325−10.2% | Reduced |
| Aaron Wealth Advisors | 11,727 | $311.2K | 0.04% | +1,489+14.5% | Added |
| Kera Capital Partners, Inc. | 11,777 | $312.6K | 0.09% | +3,466+41.7% | Added |
| United Services Automobile Association | 11,840 | $312.9K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 12,060 | $320.1K | 0.04% | +12,060 | New |
| GAMMA Investing LLC | 12,139 | $322.2K | 0.02% | +1,593+15.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 12,149 | $322.4K | 0.12% | −493−3.9% | Reduced |
| Atomi Financial Group, Inc. | 12,199 | $323.8K | 0.01% | +2,974+32.2% | Added |
| Johnson Investment Counsel Inc | 12,254 | $325.2K | 0.00% | +3,700+43.3% | Added |
| Platform Technology Partners | 12,329 | $327.2K | 0.10% | +53+0.4% | Added |
| Fifth Third Bancorp | 12,453 | $330.5K | 0.00% | +2,364+23.4% | Added |
| XTX Topco Ltd | 12,526 | $332.4K | 0.02% | +12,526 | New |
| Citadel Advisors LLC | 12,733 | $337.9K | 0.00% | +11,690+1,120.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 12,850 | $341.0K | 0.12% | +1,000+8.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,950 | $343.7K | 0.22% | 00.0% | Unchanged |
| FIL Ltd | 13,124 | $348.3K | 0.00% | +13,124 | New |
| Scientech Research LLC | 13,198 | $350.3K | 0.09% | +13,198 | New |
| Bradley Foster & Sargent Inc | 13,430 | $356.4K | 0.01% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 13,689 | $363.3K | 0.01% | +5,232+61.9% | Added |
| Hanson & Doremus Investment Management | 13,944 | $370.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 14,203 | $376.9K | 0.03% | +14,203 | New |
| TownSquare Capital, LLC | 14,222 | $377.4K | 0.00% | +4,349+44.0% | Added |
| Inceptionr LLC | 14,274 | $378.8K | 0.11% | −53,193−78.8% | Reduced |
| First Horizon Advisors, Inc. | 14,297 | $379.5K | 0.01% | +50+0.4% | Added |
| Vident Advisory, LLC | 14,466 | $383.9K | 0.01% | +14,466 | New |
| Balyasny Asset Management LLC | 14,500 | $384.8K | 0.00% | −710,362−98.0% | Reduced |
| Squarepoint Ops LLC | 14,564 | $386.5K | 0.00% | −90,844−86.2% | Reduced |
| Simon Quick Advisors, LLC | 14,619 | $388.0K | 0.02% | +14,619 | New |
| Forza Wealth Management, LLC | 14,664 | $389.2K | 0.17% | −20−0.1% | Reduced |
| CenterBook Partners LP | 14,734 | $391.0K | 0.02% | −10,572−41.8% | Reduced |
| Denali Advisors LLC | 14,800 | $392.8K | 0.04% | +1,100+8.0% | Added |
| Everhart Financial Group, Inc. | 14,807 | $393.0K | 0.05% | +985+7.1% | Added |
| Arkadios Wealth Advisors | 14,901 | $395.5K | 0.01% | +14,901 | New |
| V-Square Quantitative Management LLC | 15,015 | $398.5K | 0.06% | +673+4.7% | Added |
| Versant Capital Management, Inc | 15,015 | $398.5K | 0.07% | +11,886+379.9% | Added |
| Ronald Blue Trust, Inc. | 15,043 | $399.2K | 0.01% | +4,220+39.0% | Added |
| Marex Group plc | 15,160 | $402.3K | 0.01% | +824+5.7% | Added |
| Sherbrooke Park Advisers LLC | 15,174 | $402.7K | 0.19% | −27,852−64.7% | Reduced |
| Synovus Financial Corp | 15,212 | $403.7K | 0.01% | +15,212 | New |
| Stifel Financial Corp | 15,254 | $404.8K | 0.00% | −1,265−7.7% | Reduced |
| Applied Finance Capital Management, LLC | 15,301 | $406.1K | 0.03% | +244+1.6% | Added |
| Nations Financial Group Inc, | 15,799 | $419.3K | 0.03% | +1,110+7.6% | Added |
| Wade Financial Advisory, Inc | 15,853 | $420.7K | 0.14% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 15,921 | $422.6K | 0.01% | +15,921 | New |
| Prudential PLC | 15,934 | $422.9K | 0.00% | −10,063−38.7% | Reduced |
| D.A. Davidson & Co. | 15,983 | $424.2K | 0.00% | +100+0.6% | Added |
| Institute for Wealth Management, LLC. | 17,108 | $454.1K | 0.06% | −250−1.4% | Reduced |
| Federated Hermes, Inc. | 17,171 | $455.7K | 0.00% | −3,134−15.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,250 | $457.8K | 0.01% | +33+0.2% | Added |
| APG Asset Management US Inc. | 17,439 | $466.3K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 17,776 | $471.8K | 0.02% | 00.0% | Unchanged |
| Haven Private, LLC | 17,888 | $474.7K | 0.27% | +317+1.8% | Added |
| Allstate Corp | 17,955 | $476.5K | 0.01% | +1,335+8.0% | Added |
| Greenleaf Trust | 18,001 | $477.7K | 0.00% | +668+3.9% | Added |
| Wright Investors Service Inc | 18,217 | $483.5K | 0.16% | −140−0.8% | Reduced |
| Everence Capital Management Inc | 18,410 | $489.0K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18,762 | $497.9K | 0.00% | +14,241+315.0% | Added |
| Ifrah Financial Services, Inc. | 18,858 | $500.5K | 0.14% | −1,152−5.8% | Reduced |
| Quarry LP | 18,983 | $503.8K | 0.13% | +18,983 | New |
| Van Eck Associates Corp | 19,459 | $516.0K | 0.00% | +1,447+8.0% | Added |
| Tokio Marine Asset Management Co Ltd | 19,469 | $516.7K | 0.02% | 00.0% | Unchanged |
| Quartz Partners, LLC | 19,512 | $517.8K | 0.31% | −6,150−24.0% | Reduced |
| Ballentine Partners, LLC | 19,752 | $524.2K | 0.01% | +2,943+17.5% | Added |
| Tower Research Capital LLC (TRC) | 19,977 | $530.2K | 0.02% | −16,905−45.8% | Reduced |
| Empirical Finance, LLC | 20,151 | $534.8K | 0.03% | +863+4.5% | Added |
| Omers Administration Corp | 20,567 | $545.8K | 0.00% | −3,455−14.4% | Reduced |
| Agf Management Ltd | 20,994 | $557.2K | 0.00% | +388+1.9% | Added |
| Ossiam | 21,543 | $571.8K | 0.01% | −6,329−22.7% | Reduced |
| Metis Global Partners, LLC | 21,764 | $577.6K | 0.02% | +3,430+18.7% | Added |
| Petrus Trust Company, LTA | 21,941 | $582.3K | 0.05% | −11,477−34.3% | Reduced |
| Raiffeisen Bank International AG | 22,125 | $584.8K | 0.01% | −334−1.5% | Reduced |
| Nomura Holdings Inc | 22,182 | $588.7K | 0.00% | +4,316+24.2% | Added |
| Colony Group, LLC | 22,347 | $593.1K | 0.00% | +1,980+9.7% | Added |
| Globeflex Capital L P | 22,352 | $593.2K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 22,410 | $594.8K | 0.02% | −977−4.2% | Reduced |
| MAI Capital Management | 22,424 | $595.1K | 0.00% | −931−4.0% | Reduced |
| DC Investments Management, LLC | 22,650 | $601.1K | 0.31% | +22,650 | New |
| Quadrature Capital Ltd | 23,231 | $616.1K | 0.01% | +23,231 | New |
| M&T Bank Corp | 23,353 | $619.3K | 0.00% | −4,246−15.4% | Reduced |