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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, Q2 2025

Institutional positions in Gen Digital Inc. as of Jun 30, 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
654
+19 vs. Q1 2025
Shares held
529.4M
+2.21M (+0.4%) vs. Q1 2025
Total value
$15.6B
+$1.57B (+11.2%) vs. Q1 2025
New holders
97
268 more added
Sold out
78
203 more reduced

9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 654 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 heldQ2 2025: $15.6B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q1 2025.

Institutions holding GEN in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC32$00.00%00.0%Unchanged
Close Asset Management Ltd12$00.00%00.0%Unchanged
Weiss Asset Management LP1$290.00%+1New
Total Investment Management Inc1$400.00%+1New
Private Wealth Management Group, LLC3$890.00%−4−57.1%Reduced
TFC Financial Management3$890.00%+3New
LGT Financial Advisors LLC6$1760.00%+6New
Private Wealth Asset Management, LLC8$2350.00%00.0%Unchanged
Principia Wealth Advisory, LLC11$3230.00%00.0%Unchanged
West Branch Capital LLC14$4120.00%00.0%Unchanged
Activest Wealth Management15$4410.00%−119−88.8%Reduced
American Capital Advisory, LLC15$4410.00%+6+66.7%Added
Kilter Group LLC15$4410.00%+15New
WestEnd Advisors, LLC16$4700.00%00.0%Unchanged
Quaker Wealth Management, LLC19$5590.00%+19New
Stephens Consulting, LLC19$5590.00%+19New
Innovative Advisory Group, LLC19$5640.00%00.0%Unchanged
LFA - Lugano Financial Advisors SA20$5880.00%+20New
Prestige Wealth Management Group LLC21$6180.00%00.0%Unchanged
Logan Capital Management Inc22$6470.00%00.0%Unchanged
Parkworth Wealth Management, Inc.28$8230.00%+11+64.7%Added
NVWM, LLC29$8530.00%−5−14.7%Reduced
UMA Financial Services, Inc.30$8820.00%00.0%Unchanged
Evelyn Partners Investment Management LLP30$8820.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC30$8820.00%+14+87.5%Added
First Command Advisory Services, Inc.35$1.03K0.00%00.0%Unchanged
WealthTrak Capital Management LLC35$1.03K0.00%00.0%Unchanged
Tortoise Investment Management, LLC35$1.03K0.00%+35New
Beaird Harris Wealth Management, LLC35$1.03K0.00%+35New
Riggs Asset Managment Co. Inc.38$1.12K0.00%00.0%Unchanged
HFM Investment Advisors, LLC40$1.18K0.00%+23+135.3%Added
Rialto Wealth Management, LLC42$1.24K0.00%+15+55.6%Added
Binnacle Investments Inc45$1.32K0.00%+45New
Raffa Wealth Management, LLC46$1.35K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC49$1.44K0.00%+31+172.2%Added
Aventura Private Wealth, LLC53$1.56K0.00%+39+278.6%Added
Salomon & Ludwin, LLC54$1.61K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC57$1.68K0.00%00.0%Unchanged
S&T Bank64$1.88K0.00%+19+42.2%Added
SJS Investment Consulting Inc.67$1.97K0.00%−38−36.2%Reduced
Rossby Financial, LCC69$2.03K0.00%00.0%Unchanged
TD Capital Management LLC74$2.18K0.00%00.0%Unchanged
Highline Wealth Partners LLC77$2.26K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC80$2.36K0.00%00.0%Unchanged
Evergreen Private Wealth LLC81$2.38K0.00%+81New
Whipplewood Advisors, LLC84$2.47K0.00%+82+4,100.0%Added
Spire Wealth Management84$2.47K0.00%+21+33.3%Added
South State Corp.87$2.56K0.00%−33−27.5%Reduced
Abound Wealth Management97$2.85K0.00%00.0%Unchanged
Concord Wealth Partners100$2.94K0.00%00.0%Unchanged
City State Bank100$2.94K0.00%00.0%Unchanged
DT Investment Partners, LLC106$3.12K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.109$3.21K0.00%−5−4.4%Reduced
Howard Hughes Medical Institute117$3.44K0.00%+117New
Grove Bank & Trust131$3.85K0.00%00.0%Unchanged
GFG Capital, LLC135$3.97K0.00%+135New
Oakworth Capital, Inc.145$4.26K0.00%−247−63.0%Reduced
Anfield Capital Management, LLC145$4.26K0.00%00.0%Unchanged
Bell Investment Advisors, Inc146$4.29K0.00%+50+52.1%Added
FSA Wealth Management LLC150$4.41K0.00%00.0%Unchanged
Manchester Capital Management LLC162$4.76K0.00%−2−1.2%Reduced
MV Capital Management, Inc.163$4.79K0.00%−14−7.9%Reduced
Harvest Fund Management Co., Ltd163$5.00K0.00%−2,183−93.1%Reduced
GW&K Investment Management, LLC165$5.00K0.00%+57+52.8%Added
Sachetta, LLC192$5.64K0.00%−24−11.1%Reduced
Private Trust Co NA201$5.91K0.00%+9+4.7%Added
Rothschild Investment LLC203$5.97K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.208$6.11K0.01%+208New
High Note Wealth, LLC211$6.20K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd223$6.56K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.224$6.59K0.00%+224New
Annis Gardner Whiting Capital Advisors, LLC237$6.97K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC226$7.20K0.00%+226New
Fortitude Family Office, LLC278$8.17K0.00%+47+20.3%Added
Costello Asset Management, INC300$8.82K0.00%00.0%Unchanged
Bullock Wealth Management Group307$9.14K0.00%+2+0.7%Added
Ancora Advisors, LLC311$9.14K0.00%+58+22.9%Added
CNB Bank312$9.17K0.00%00.0%Unchanged
Ogorek Anthony Joseph366$10.0K0.00%−37−9.2%Reduced
Bruce G. Allen Investments, LLC350$10.3K0.01%+318+993.8%Added
Atlantic Trust, LLC367$10.8K0.00%+219+148.0%Added
Clear Street Markets LLC367$10.8K0.00%+367New
Signature Resources Capital Management, LLC370$10.9K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC365$11.0K0.00%−13−3.4%Reduced
GPS Wealth Strategies Group, LLC375$11.0K0.00%+20+5.6%Added
McIlrath & Eck, LLC381$11.2K0.00%−2,051−84.3%Reduced
Farmers & Merchants Investments Inc394$11.6K0.00%00.0%Unchanged
Hilltop National Bank400$11.8K0.00%+400New
Cornerstone Planning Group LLC451$12.9K0.00%+6+1.3%Added
Ameritas Advisory Services, LLC458$13.5K0.00%+458New
Smartleaf Asset Management LLC460$13.5K0.00%−38−7.6%Reduced
Pinnacle Bancorp, Inc.459$13.5K0.00%00.0%Unchanged
Sound Income Strategies, LLC472$13.9K0.00%−499−51.4%Reduced
Trust Co of Toledo NA491$14.4K0.00%+491New
GHP Investment Advisors, Inc.491$14.4K0.00%+1+0.2%Added
Colonial Trust Advisors500$14.7K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.541$16.0K0.01%00.0%Unchanged
True Wealth Design, LLC575$16.9K0.01%−1,040−64.4%Reduced
Parkside Financial Bank & Trust622$18.3K0.00%−14−2.2%Reduced
JFS Wealth Advisors, LLC628$18.5K0.00%−136−17.8%Reduced