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 |
|---|---|---|---|---|---|
| Alan B. Lancz & Associates, Inc. | 37,100 | $984.6K | 1.05% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 36,359 | $965.0K | 0.47% | +25,101+223.0% | Added |
| Glenmede Trust Co NA | 35,811 | $950.4K | 0.01% | +1,328+3.9% | Added |
| Legacy Capital Group California, Inc. | 35,577 | $944.2K | 0.33% | −328−0.9% | Reduced |
| Plato Investment Management Ltd | 34,864 | $935.3K | 0.08% | +17,414+99.8% | Added |
| Atlas Capital Advisors LLC | 34,812 | $923.9K | 0.12% | +722+2.1% | Added |
| Hartford Investment Management Co | 33,284 | $883.4K | 0.03% | −344−1.0% | Reduced |
| Cetera Investment Advisers | 32,892 | $873.0K | 0.00% | −7,086−17.7% | Reduced |
| Alps Advisors Inc | 31,540 | $837.1K | 0.00% | +465+1.5% | Added |
| Advisor OS, LLC | 31,463 | $835.0K | 0.10% | +6,367+25.4% | Added |
| Gulf International Bank (UK) Ltd | 31,388 | $833.0K | 0.03% | −13,686−30.4% | Reduced |
| Vontobel Holding Ltd. | 30,876 | $819.4K | 0.00% | −2,106−6.4% | Reduced |
| Eagle Harbor Asset Management Inc | 30,682 | $814.3K | 0.83% | −1,862−5.7% | Reduced |
| Intech Investment Management LLC | 30,332 | $805.0K | 0.01% | −36,525−54.6% | Reduced |
| CAPROCK Group, Inc. | 30,204 | $801.6K | 0.02% | +21,723+256.1% | Added |
| NJ State Employees Deferred Compensation Plan | 30,000 | $796.2K | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 29,931 | $794.4K | 0.00% | +1,307+4.6% | Added |
| M&G Plc | 29,204 | $788.5K | 0.00% | 00.0% | Unchanged |
| Norinchukin Bank, The | 29,542 | $784.0K | 0.01% | +4,083+16.0% | Added |
| Louisiana State Employees Retirement System | 29,200 | $775.0K | 0.02% | 00.0% | Unchanged |
| Man Group plc | 29,104 | $772.4K | 0.00% | −8,755−23.1% | Reduced |
| Securian Asset Management, Inc | 28,639 | $760.1K | 0.02% | −504−1.7% | Reduced |
| Naples Global Advisors, LLC | 27,776 | $737.2K | 0.07% | −500−1.8% | Reduced |
| CWM, LLC | 27,717 | $736.0K | 0.00% | +4,118+17.4% | Added |
| CoreCap Advisors, LLC | 27,680 | $734.6K | 0.03% | +120.0% | Added |
| Woodline Partners LP | 27,590 | $732.2K | 0.00% | +7,562+37.8% | Added |
| Commerce Bank | 27,525 | $730.5K | 0.00% | +5,142+23.0% | Added |
| Hillsdale Investment Management Inc. | 27,200 | $721.9K | 0.04% | +27,200 | New |
| CSS LLC | 27,140 | $720.3K | 0.05% | +4,460+19.7% | Added |
| Wealthfront Advisers LLC | 26,923 | $714.5K | 0.00% | +2,057+8.3% | Added |
| Ci Investments Inc. | 26,760 | $710.0K | 0.00% | −1,210−4.3% | Reduced |
| Waterloo Capital, L.P. | 26,335 | $698.9K | 0.06% | +5,003+23.5% | Added |
| Brighton Jones LLC | 26,317 | $698.5K | 0.02% | +1,105+4.4% | Added |
| MJP Associates Inc | 26,109 | $692.9K | 0.13% | +5,045+24.0% | Added |
| Maryland State Retirement & Pension System | 25,408 | $674.3K | 0.02% | −4,679−15.6% | Reduced |
| New Mexico Educational Retirement Board | 25,297 | $671.0K | 0.02% | −500−1.9% | Reduced |
| State of Wyoming | 24,886 | $660.5K | 0.09% | +5,061+25.5% | Added |
| Spirit of America Management Corp | 24,700 | $655.5K | 0.13% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 24,293 | $644.7K | 0.53% | +3,968+19.5% | Added |
| NBC Securities, Inc. | 24,291 | $644.0K | 0.05% | +24,269+110,313.6% | Added |
| HighTower Advisors, LLC | 24,195 | $642.1K | 0.00% | −14,371−37.3% | Reduced |
| Cresset Asset Management, LLC | 24,172 | $641.5K | 0.00% | −5,857−19.5% | Reduced |
| HB Wealth Management, LLC | 23,557 | $625.2K | 0.01% | +966+4.3% | Added |
| M&T Bank Corp | 23,353 | $619.3K | 0.00% | −4,246−15.4% | Reduced |
| Quadrature Capital Ltd | 23,231 | $616.1K | 0.01% | +23,231 | New |
| DC Investments Management, LLC | 22,650 | $601.1K | 0.31% | +22,650 | New |
| MAI Capital Management | 22,424 | $595.1K | 0.00% | −931−4.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,410 | $594.8K | 0.02% | −977−4.2% | Reduced |
| Globeflex Capital L P | 22,352 | $593.2K | 0.05% | 00.0% | Unchanged |
| Colony Group, LLC | 22,347 | $593.1K | 0.00% | +1,980+9.7% | Added |
| Nomura Holdings Inc | 22,182 | $588.7K | 0.00% | +4,316+24.2% | Added |
| Raiffeisen Bank International AG | 22,125 | $584.8K | 0.01% | −334−1.5% | Reduced |
| Petrus Trust Company, LTA | 21,941 | $582.3K | 0.05% | −11,477−34.3% | Reduced |
| Metis Global Partners, LLC | 21,764 | $577.6K | 0.02% | +3,430+18.7% | Added |
| Ossiam | 21,543 | $571.8K | 0.01% | −6,329−22.7% | Reduced |
| Agf Management Ltd | 20,994 | $557.2K | 0.00% | +388+1.9% | Added |
| Omers Administration Corp | 20,567 | $545.8K | 0.00% | −3,455−14.4% | Reduced |
| Empirical Finance, LLC | 20,151 | $534.8K | 0.03% | +863+4.5% | Added |
| Tower Research Capital LLC (TRC) | 19,977 | $530.2K | 0.02% | −16,905−45.8% | Reduced |
| Ballentine Partners, LLC | 19,752 | $524.2K | 0.01% | +2,943+17.5% | Added |
| Quartz Partners, LLC | 19,512 | $517.8K | 0.31% | −6,150−24.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,469 | $516.7K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 19,459 | $516.0K | 0.00% | +1,447+8.0% | Added |
| Quarry LP | 18,983 | $503.8K | 0.13% | +18,983 | New |
| Ifrah Financial Services, Inc. | 18,858 | $500.5K | 0.14% | −1,152−5.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18,762 | $497.9K | 0.00% | +14,241+315.0% | Added |
| Everence Capital Management Inc | 18,410 | $489.0K | 0.03% | 00.0% | Unchanged |
| Wright Investors Service Inc | 18,217 | $483.5K | 0.16% | −140−0.8% | Reduced |
| Greenleaf Trust | 18,001 | $477.7K | 0.00% | +668+3.9% | Added |
| Allstate Corp | 17,955 | $476.5K | 0.01% | +1,335+8.0% | Added |
| Haven Private, LLC | 17,888 | $474.7K | 0.27% | +317+1.8% | Added |
| Systematic Alpha Investments, LLC | 17,776 | $471.8K | 0.02% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 17,439 | $466.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 17,250 | $457.8K | 0.01% | +33+0.2% | Added |
| Federated Hermes, Inc. | 17,171 | $455.7K | 0.00% | −3,134−15.4% | Reduced |
| Institute for Wealth Management, LLC. | 17,108 | $454.1K | 0.06% | −250−1.4% | Reduced |
| D.A. Davidson & Co. | 15,983 | $424.2K | 0.00% | +100+0.6% | Added |
| Prudential PLC | 15,934 | $422.9K | 0.00% | −10,063−38.7% | Reduced |
| Modern Wealth Management, LLC | 15,921 | $422.6K | 0.01% | +15,921 | New |
| Wade Financial Advisory, Inc | 15,853 | $420.7K | 0.14% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 15,799 | $419.3K | 0.03% | +1,110+7.6% | Added |
| Applied Finance Capital Management, LLC | 15,301 | $406.1K | 0.03% | +244+1.6% | Added |
| Stifel Financial Corp | 15,254 | $404.8K | 0.00% | −1,265−7.7% | Reduced |
| Synovus Financial Corp | 15,212 | $403.7K | 0.01% | +15,212 | New |
| Sherbrooke Park Advisers LLC | 15,174 | $402.7K | 0.19% | −27,852−64.7% | Reduced |
| Marex Group plc | 15,160 | $402.3K | 0.01% | +824+5.7% | Added |
| Ronald Blue Trust, Inc. | 15,043 | $399.2K | 0.01% | +4,220+39.0% | Added |
| 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 |
| Arkadios Wealth Advisors | 14,901 | $395.5K | 0.01% | +14,901 | New |
| Everhart Financial Group, Inc. | 14,807 | $393.0K | 0.05% | +985+7.1% | Added |
| Denali Advisors LLC | 14,800 | $392.8K | 0.04% | +1,100+8.0% | Added |
| CenterBook Partners LP | 14,734 | $391.0K | 0.02% | −10,572−41.8% | Reduced |
| Forza Wealth Management, LLC | 14,664 | $389.2K | 0.17% | −20−0.1% | Reduced |
| Simon Quick Advisors, LLC | 14,619 | $388.0K | 0.02% | +14,619 | New |
| Squarepoint Ops LLC | 14,564 | $386.5K | 0.00% | −90,844−86.2% | Reduced |
| Balyasny Asset Management LLC | 14,500 | $384.8K | 0.00% | −710,362−98.0% | Reduced |
| Vident Advisory, LLC | 14,466 | $383.9K | 0.01% | +14,466 | New |
| First Horizon Advisors, Inc. | 14,297 | $379.5K | 0.01% | +50+0.4% | Added |
| Inceptionr LLC | 14,274 | $378.8K | 0.11% | −53,193−78.8% | Reduced |