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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 2,346 | $62.0K | 0.00% | −7,815−76.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,176 | $57.8K | 0.02% | +26+1.2% | Added |
| Allworth Financial LP | 2,233 | $56.0K | 0.00% | −47−2.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,043 | $54.2K | 0.00% | +824+67.6% | Added |
| Dunhill Financial, LLC | 2,035 | $54.0K | 0.02% | −266−11.6% | Reduced |
| TSFG, LLC | 1,959 | $52.0K | 0.01% | +1,959 | New |
| Hopwood Financial Services, Inc. | 1,895 | $50.3K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,729 | $45.9K | 0.03% | +34+2.0% | Added |
| Geneos Wealth Management Inc. | 1,717 | $45.6K | 0.00% | +1,183+221.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,700 | $45.1K | 0.02% | −19,008−91.8% | Reduced |
| Teachers Insurance & Annuity Association of America | 1,680 | $44.6K | 0.06% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,615 | $42.9K | 0.02% | +376+30.3% | Added |
| Larson Financial Group LLC | 1,606 | $42.6K | 0.00% | +295+22.5% | Added |
| Global Wealth Strategies & Associates | 1,600 | $42.5K | 0.01% | −317−16.5% | Reduced |
| Catalyst Capital Advisors LLC | 1,580 | $41.9K | 0.00% | +854+117.6% | Added |
| GWM Advisors LLC | 1,558 | $41.3K | 0.00% | −12,730−89.1% | Reduced |
| Pingora Partners LLC | 1,500 | $39.8K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,460 | $38.7K | 0.00% | +187+14.7% | Added |
| Sentry Investment Management LLC | 1,612 | $38.0K | 0.03% | −481−23.0% | Reduced |
| ORG Partners LLC | 1,130 | $30.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,108 | $29.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,042 | $27.7K | 0.00% | +307+41.8% | Added |
| TD Private Client Wealth LLC | 992 | $26.3K | 0.00% | +46+4.9% | Added |
| Group One Trading, L.P. | 991 | $26.3K | 0.00% | +991 | New |
| Colonial Trust Co | 986 | $26.2K | 0.00% | −194−16.4% | Reduced |
| Sound Income Strategies, LLC | 971 | $25.8K | 0.00% | +971 | New |
| Truvestments Capital LLC | 956 | $25.4K | 0.01% | +5+0.5% | Added |
| Westend Capital Management, LLC | 951 | $25.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 930 | $24.7K | 0.00% | −4,883−84.0% | Reduced |
| WPG Advisers, LLC | 829 | $22.0K | 0.02% | +531+178.2% | Added |
| Advantage Trust Co | 812 | $21.6K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 793 | $21.0K | 0.00% | +4+0.5% | Added |
| JFS Wealth Advisors, LLC | 764 | $20.3K | 0.00% | +22+3.0% | Added |
| Caldwell Trust Co | 740 | $19.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 719 | $19.0K | 0.00% | +200+38.5% | Added |
| Principal Securities, Inc. | 692 | $18.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 658 | $17.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 653 | $17.3K | 0.00% | +326+99.7% | Added |
| Parkside Financial Bank & Trust | 636 | $16.9K | 0.00% | +48+8.2% | Added |
| Hazlett, Burt & Watson, Inc. | 541 | $14.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 522 | $13.9K | 0.00% | +286+121.2% | Added |
| Quadrant Capital Group LLC | 502 | $13.3K | 0.00% | −29−5.5% | Reduced |
| Colonial Trust Advisors | 500 | $13.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 498 | $13.2K | 0.00% | −4,325−89.7% | Reduced |
| GHP Investment Advisors, Inc. | 490 | $13.0K | 0.00% | +2+0.4% | Added |
| Beacon Capital Management, LLC | 465 | $12.3K | 0.00% | +465 | New |
| NewSquare Capital LLC | 464 | $12.3K | 0.00% | +162+53.6% | Added |
| Pinnacle Bancorp, Inc. | 459 | $12.2K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 416 | $11.0K | 0.00% | +416 | New |
| Elite Financial, Inc. | 446 | $11.0K | 0.01% | +446 | New |
| Cornerstone Planning Group LLC | 445 | $10.9K | 0.00% | +445 | New |
| Farmers & Merchants Investments Inc | 394 | $10.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 392 | $10.4K | 0.00% | +247+170.3% | Added |
| Capital Advisors, Ltd. LLC | 378 | $10.0K | 0.00% | −1−0.3% | Reduced |
| Ogorek Anthony Joseph | 403 | $10.0K | 0.00% | +403 | New |
| Signature Resources Capital Management, LLC | 370 | $9.82K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 355 | $9.43K | 0.00% | +5+1.4% | Added |
| Zions Bancorporation, National Association | 350 | $9.29K | 0.00% | +350 | New |
| Harel Insurance Investments & Financial Services Ltd. | 327 | $9.00K | 0.00% | −81−19.9% | Reduced |
| CNB Bank | 312 | $8.28K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 305 | $8.16K | 0.00% | +1+0.3% | Added |
| Costello Asset Management, INC | 300 | $7.96K | 0.00% | +300 | New |
| Caitong International Asset Management Co., Ltd | 294 | $7.80K | 0.01% | −2,111−87.8% | Reduced |
| CVA Family Office, LLC | 257 | $6.82K | 0.00% | +238+1,252.6% | Added |
| Ancora Advisors, LLC | 253 | $6.71K | 0.00% | −54−17.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 237 | $6.29K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 231 | $6.13K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 223 | $5.92K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 218 | $5.79K | 0.03% | +218 | New |
| Sachetta, LLC | 216 | $5.74K | 0.00% | −2−0.9% | Reduced |
| High Note Wealth, LLC | 211 | $5.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 203 | $5.39K | 0.00% | −43−17.5% | Reduced |
| Private Trust Co NA | 192 | $5.10K | 0.00% | −104−35.1% | Reduced |
| Atala Financial Inc | 190 | $5.04K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 177 | $4.70K | 0.00% | +3+1.7% | Added |
| Manchester Capital Management LLC | 164 | $4.35K | 0.00% | +98+148.5% | Added |
| FSA Wealth Management LLC | 150 | $3.98K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 148 | $3.93K | 0.00% | +148 | New |
| Anfield Capital Management, LLC | 145 | $3.85K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 134 | $3.56K | 0.00% | +134 | New |
| Grove Bank & Trust | 131 | $3.48K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 120 | $3.19K | 0.00% | +120 | New |
| DiNuzzo Private Wealth, Inc. | 114 | $3.03K | 0.00% | +2+1.8% | Added |
| GW&K Investment Management, LLC | 108 | $3.00K | 0.00% | +8+8.0% | Added |
| Global Financial Private Client, LLC | 109 | $2.89K | 0.00% | +78+251.6% | Added |
| DT Investment Partners, LLC | 106 | $2.81K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 105 | $2.79K | 0.00% | +9+9.4% | Added |
| Concord Wealth Partners | 100 | $2.65K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 97 | $2.58K | 0.00% | −29−23.0% | Reduced |
| Bell Investment Advisors, Inc | 96 | $2.55K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2 | $2.23K | 0.00% | −72−97.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 80 | $2.13K | 0.00% | −11−12.1% | Reduced |
| Highline Wealth Partners LLC | 77 | $2.04K | 0.00% | +77 | New |
| TD Capital Management LLC | 74 | $1.97K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 72 | $1.91K | 0.00% | −39−35.1% | Reduced |
| Clearstead Advisors, LLC | 71 | $1.89K | 0.00% | +59+491.7% | Added |
| Rossby Financial, LCC | 69 | $1.74K | 0.00% | +69 | New |
| Spire Wealth Management | 63 | $1.67K | 0.00% | −1,017−94.2% | Reduced |
| Trifecta Capital Advisors, LLC | 57 | $1.51K | 0.00% | 00.0% | Unchanged |