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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co | 658 | $19.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 666 | $19.6K | 0.01% | +372+126.5% | Added |
| NewSquare Capital LLC | 670 | $19.7K | 0.00% | +206+44.4% | Added |
| Caldwell Trust Co | 740 | $21.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 796 | $23.4K | 0.00% | +3+0.4% | Added |
| Advantage Trust Co | 812 | $23.9K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 826 | $24.0K | 0.00% | +107+14.9% | Added |
| Clearstead Advisors, LLC | 823 | $24.2K | 0.00% | +752+1,059.2% | Added |
| Steward Partners Investment Advisory, LLC | 894 | $26.3K | 0.00% | −36−3.9% | Reduced |
| TD Private Client Wealth LLC | 942 | $27.7K | 0.00% | −50−5.0% | Reduced |
| Westend Capital Management, LLC | 951 | $28.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 961 | $28.2K | 0.01% | +5+0.5% | Added |
| Colonial Trust Co | 965 | $28.4K | 0.00% | −21−2.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 976 | $28.7K | 0.01% | −1,200−55.1% | Reduced |
| Pingora Partners LLC | 1,000 | $29.4K | 0.02% | −500−33.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,100 | $32.3K | 0.00% | +1,100 | New |
| Whittier Trust Co of Nevada Inc | 1,108 | $32.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,167 | $34.3K | 0.00% | +125+12.0% | Added |
| ORG Partners LLC | 1,164 | $34.7K | 0.01% | +34+3.0% | Added |
| Brown Brothers Harriman & Co | 1,188 | $34.9K | 0.00% | +666+127.6% | Added |
| Skopos Labs, Inc. | 1,309 | $38.5K | 0.01% | +656+100.5% | Added |
| Catalyst Capital Advisors LLC | 1,360 | $40.0K | 0.00% | −220−13.9% | Reduced |
| CoreCap Advisors, LLC | 1,449 | $42.6K | 0.00% | −26,231−94.8% | Reduced |
| Onefund, LLC | 1,481 | $44.0K | 0.03% | +1,481 | New |
| GWM Advisors LLC | 1,563 | $46.0K | 0.00% | +5+0.3% | Added |
| MUFG Securities EMEA plc | 1,598 | $47.0K | 0.00% | +1,598 | New |
| Global Retirement Partners, LLC | 1,620 | $47.6K | 0.00% | +1,620 | New |
| Principal Securities, Inc. | 1,630 | $47.9K | 0.00% | +938+135.5% | Added |
| Sentry Investment Management LLC | 1,612 | $48.0K | 0.03% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 1,680 | $49.4K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,700 | $50.0K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,702 | $50.0K | 0.04% | +873+105.3% | Added |
| Cromwell Holdings LLC | 1,770 | $52.0K | 0.03% | +41+2.4% | Added |
| Massmutual Trust Co FSB | 1,773 | $52.1K | 0.00% | +313+21.4% | Added |
| Zions Bancorporation, National Association | 1,784 | $52.5K | 0.00% | +1,434+409.7% | Added |
| Larson Financial Group LLC | 1,865 | $54.8K | 0.00% | +259+16.1% | Added |
| Hopwood Financial Services, Inc. | 1,895 | $55.7K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,943 | $57.1K | 0.02% | −92−4.5% | Reduced |
| TSFG, LLC | 1,959 | $58.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,050 | $60.0K | 0.00% | −1,109−35.1% | Reduced |
| Rise Advisors, LLC | 2,129 | $62.6K | 0.02% | −232−9.8% | Reduced |
| Harbour Investments, Inc. | 2,265 | $66.6K | 0.00% | −514−18.5% | Reduced |
| Federated Hermes, Inc. | 2,375 | $69.8K | 0.00% | −14,796−86.2% | Reduced |
| Central Trust Co | 2,400 | $70.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,400 | $70.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,441 | $71.8K | 0.00% | +14+0.6% | Added |
| Geneos Wealth Management Inc. | 2,503 | $73.6K | 0.00% | +786+45.8% | Added |
| HHM Wealth Advisors, LLC | 2,780 | $81.7K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,005 | $88.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,089 | $91.0K | 0.05% | −417−11.9% | Reduced |
| Farther Finance Advisors, LLC | 3,149 | $92.6K | 0.00% | −1,786−36.2% | Reduced |
| AdvisorNet Financial, Inc | 3,175 | $93.3K | 0.01% | −41,533−92.9% | Reduced |
| Bryn Mawr Trust Co | 3,179 | $93.5K | 0.00% | +56+1.8% | Added |
| GeoWealth Management, LLC | 3,642 | $107.1K | 0.00% | −3,693−50.3% | Reduced |
| Huntington National Bank | 3,768 | $110.8K | 0.00% | +164+4.6% | Added |
| Capital Analysts, LLC | 3,781 | $111.0K | 0.00% | +575+17.9% | Added |
| Groupe la Francaise | 4,062 | $119.3K | 0.00% | +1,529+60.4% | Added |
| Hantz Financial Services, Inc. | 4,382 | $129.0K | 0.00% | +273+6.6% | Added |
| Deseret Mutual Benefit Administrators | 4,425 | $130.1K | 0.06% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 4,470 | $131.4K | 0.01% | −52,645−92.2% | Reduced |
| SRS Capital Advisors, Inc. | 4,594 | $135.1K | 0.01% | +2,551+124.9% | Added |
| Investors Research Corp | 4,600 | $135.2K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,851 | $142.6K | 0.00% | −28−0.6% | Reduced |
| Eastern Bank | 4,881 | $143.5K | 0.00% | −750−13.3% | Reduced |
| Allworth Financial LP | 5,273 | $155.0K | 0.00% | +3,040+136.1% | Added |
| Ameritas Investment Partners, Inc. | 5,309 | $156.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5,494 | $161.5K | 0.00% | +1,251+29.5% | Added |
| State of Wyoming | 5,601 | $164.7K | 0.02% | −19,285−77.5% | Reduced |
| Curat Global, LLC | 5,785 | $170.1K | 0.16% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 6,969 | $204.9K | 0.00% | −23,907−77.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,011 | $206.1K | 0.01% | −12,966−64.9% | Reduced |
| Siemens Fonds Invest GmbH | 7,040 | $207.0K | 0.01% | +848+13.7% | Added |
| HM Payson & Co | 7,100 | $208.7K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,200 | $212.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,221 | $212.3K | 0.00% | −330−4.4% | Reduced |
| SCS Capital Management LLC | 7,288 | $214.3K | 0.00% | +7,288 | New |
| Farringdon Capital, Ltd. | 7,311 | $214.9K | 0.07% | +7,311 | New |
| Gateway Wealth Partners, LLC | 7,430 | $218.4K | 0.04% | +7,430 | New |
| Apex Wealth Management, LLC | 7,506 | $220.7K | 0.18% | +7,506 | New |
| Atria Investments LLC | 7,710 | $226.7K | 0.00% | +7,710 | New |
| Van Hulzen Asset Management, LLC | 7,711 | $226.7K | 0.02% | +7,711 | New |
| Park Avenue Securities LLC | 7,731 | $227.0K | 0.00% | +7,731 | New |
| United Capital Financial Advisers, LLC | 7,732 | $227.3K | 0.00% | +7,732 | New |
| Baker Avenue Asset Management, LP | 7,913 | $232.6K | 0.01% | −1,167−12.9% | Reduced |
| Quest Partners LLC | 7,934 | $233.3K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,939 | $233.4K | 0.00% | +7,939 | New |
| Claret Asset Management Corp | 7,946 | $234.0K | 0.03% | −187−2.3% | Reduced |
| Private Advisor Group, LLC | 7,987 | $234.8K | 0.00% | +7,987 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,049 | $236.5K | 0.01% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 8,313 | $244.4K | 0.00% | +8,313 | New |
| Sagespring Wealth Partners, LLC | 8,452 | $248.5K | 0.01% | +454+5.7% | Added |
| Parallel Advisors, LLC | 8,489 | $249.6K | 0.00% | −437−4.9% | Reduced |
| Horizon Investments, LLC | 8,508 | $250.1K | 0.00% | +693+8.9% | Added |
| V-Square Quantitative Management LLC | 8,509 | $250.2K | 0.03% | −6,506−43.3% | Reduced |
| Sanctuary Advisors, LLC | 8,522 | $250.5K | 0.00% | +8,522 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,693 | $255.6K | 0.02% | +8,693 | New |
| Patton Fund Management, Inc. | 8,720 | $256.4K | 0.06% | +8,720 | New |
| CWM, LLC | 9,065 | $267.0K | 0.00% | −18,652−67.3% | Reduced |
| Profund Advisors LLC | 9,259 | $272.2K | 0.01% | +65+0.7% | Added |
| Cornerstone Wealth Management, LLC | 9,390 | $276.1K | 0.02% | −6−0.1% | Reduced |