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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 9,505 | $279.4K | 0.00% | +357+3.9% | Added |
| Mount Yale Investment Advisors, LLC | 9,654 | $283.8K | 0.02% | +9,654 | New |
| Catalyst Funds Management Pty Ltd | 9,690 | $284.9K | 0.08% | +9,690 | New |
| Coldstream Capital Management Inc | 9,812 | $288.5K | 0.00% | −42−0.4% | Reduced |
| MBB Public Markets I LLC | 9,825 | $288.9K | 0.03% | −2,235−18.5% | Reduced |
| Advisors Capital Management, LLC | 9,884 | $290.6K | 0.00% | +51+0.5% | Added |
| PFG Investments, LLC | 9,902 | $291.1K | 0.02% | +838+9.2% | Added |
| Canada Post Corp Registered Pension Plan | 10,048 | $295.4K | 0.02% | +10,048 | New |
| RSM US Wealth Management LLC | 10,116 | $297.4K | 0.00% | +315+3.2% | Added |
| Kera Capital Partners, Inc. | 10,148 | $298.4K | 0.06% | −1,629−13.8% | Reduced |
| Foster & Motley Inc | 10,184 | $299.0K | 0.02% | −955−8.6% | Reduced |
| Severin Investments, LLC | 10,185 | $299.4K | 0.28% | +50+0.5% | Added |
| E Fund Management Co., Ltd. | 10,408 | $306.0K | 0.01% | −600−5.5% | Reduced |
| Fort Washington Investment Advisors Inc | 10,473 | $307.9K | 0.00% | +1,980+23.3% | Added |
| Shell Asset Management Co | 10,482 | $308.0K | 0.01% | +1,583+17.8% | Added |
| GAMMA Investing LLC | 10,653 | $313.2K | 0.02% | −1,486−12.2% | Reduced |
| Aaron Wealth Advisors | 10,748 | $316.0K | 0.03% | −979−8.3% | Reduced |
| Kestra Advisory Services, LLC | 10,801 | $317.6K | 0.00% | +271+2.6% | Added |
| Fifth Third Bancorp | 10,924 | $321.2K | 0.00% | −1,529−12.3% | Reduced |
| TCG Advisory Services, LLC | 10,965 | $322.4K | 0.01% | +10,965 | New |
| Atomi Financial Group, Inc. | 11,038 | $324.5K | 0.01% | −1,161−9.5% | Reduced |
| Merit Financial Group, LLC | 11,166 | $328.3K | 0.00% | +877+8.5% | Added |
| OmniStar Financial Group, Inc. | 11,218 | $329.8K | 0.25% | +707+6.7% | Added |
| IFP Advisors, Inc | 7,317 | $330.0K | 0.01% | −2,555−25.9% | Reduced |
| Bradley Foster & Sargent Inc | 11,293 | $332.0K | 0.01% | −2,137−15.9% | Reduced |
| Forum Financial Management, LP | 11,345 | $333.5K | 0.01% | +1,093+10.7% | Added |
| Congress Wealth Management LLC | 11,480 | $337.5K | 0.00% | +2,657+30.1% | Added |
| Sequoia Financial Advisors, LLC | 11,608 | $341.3K | 0.00% | +11,608 | New |
| Quadrant Capital Group LLC | 11,729 | $344.8K | 0.01% | +11,227+2,236.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,050 | $354.3K | 0.21% | −900−6.9% | Reduced |
| MUFG Securities Americas Inc. | 12,096 | $355.6K | 0.03% | +2,495+26.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 12,200 | $358.7K | 0.12% | +51+0.4% | Added |
| Johnson Investment Counsel Inc | 12,258 | $360.4K | 0.00% | +40.0% | Added |
| Exchange Traded Concepts, LLC | 12,261 | $360.5K | 0.00% | +1,115+10.0% | Added |
| Platform Technology Partners | 12,304 | $361.7K | 0.09% | −25−0.2% | Reduced |
| Ballentine Partners, LLC | 12,364 | $363.5K | 0.01% | −7,388−37.4% | Reduced |
| Global Endowment Management, LP | 12,376 | $363.9K | 0.05% | +3,942+46.7% | Added |
| Ashton Thomas Private Wealth, LLC | 12,470 | $366.6K | 0.01% | +850+7.3% | Added |
| CSM Advisors, LLC | 12,585 | $370.0K | 0.01% | +12,585 | New |
| Denali Advisors LLC | 12,700 | $373.4K | 0.04% | −2,100−14.2% | Reduced |
| Moors & Cabot, Inc. | 12,773 | $375.5K | 0.02% | +12,773 | New |
| Investment Management Corp of Ontario | 12,826 | $377.1K | 0.01% | −46,162−78.3% | Reduced |
| Cresset Asset Management, LLC | 12,862 | $378.1K | 0.00% | −11,310−46.8% | Reduced |
| Penn Mutual Asset Management, LLC | 13,000 | $382.2K | 0.68% | +13,000 | New |
| MML Investors Services, LLC | 13,012 | $383.0K | 0.00% | +2,252+20.9% | Added |
| FIL Ltd | 13,153 | $386.7K | 0.00% | +29+0.2% | Added |
| Chicago Partners Investment Group LLC | 12,728 | $390.5K | 0.01% | +4,353+52.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,402 | $394.0K | 0.01% | +13,402 | New |
| Bridgefront Capital, LLC | 13,484 | $396.4K | 0.11% | +13,484 | New |
| Regions Financial Corp | 13,528 | $397.7K | 0.00% | +13,528 | New |
| Kestra Private Wealth Services, LLC | 13,533 | $397.9K | 0.01% | +13,533 | New |
| PEAK6 LLC | 13,596 | $399.7K | 0.01% | +10,940+411.9% | Added |
| Hanson & Doremus Investment Management | 13,944 | $410.0K | 0.05% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 14,007 | $411.8K | 0.04% | +14,007 | New |
| Squarepoint Ops LLC | 14,677 | $431.5K | 0.00% | +113+0.8% | Added |
| Applied Finance Capital Management, LLC | 14,775 | $434.4K | 0.03% | −526−3.4% | Reduced |
| Bessemer Group Inc | 14,786 | $435.0K | 0.00% | −25,114−62.9% | Reduced |
| Syon Capital LLC | 14,798 | $435.1K | 0.03% | +14,798 | New |
| Versant Capital Management, Inc | 15,074 | $443.2K | 0.07% | +59+0.4% | Added |
| Ronald Blue Trust, Inc. | 15,501 | $455.7K | 0.01% | +458+3.0% | Added |
| D.A. Davidson & Co. | 15,505 | $455.8K | 0.00% | −478−3.0% | Reduced |
| Everhart Financial Group, Inc. | 15,627 | $459.4K | 0.05% | +820+5.5% | Added |
| First Horizon Advisors, Inc. | 15,659 | $460.4K | 0.01% | +1,362+9.5% | Added |
| Quantitative Investment Management, LLC | 15,703 | $461.0K | 0.06% | +15,703 | New |
| Cornerstone Wealth Group, LLC | 15,706 | $461.7K | 0.03% | +1,503+10.6% | Added |
| DRW Securities, LLC | 15,718 | $462.1K | 0.03% | +15,718 | New |
| Synovus Financial Corp | 15,750 | $463.1K | 0.01% | +538+3.5% | Added |
| CBOE Vest Financial, LLC | 15,788 | $464.2K | 0.01% | +2,099+15.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,833 | $465.5K | 0.02% | −6,577−29.3% | Reduced |
| Inscription Capital, LLC | 15,894 | $467.3K | 0.07% | +15,894 | New |
| Prudential PLC | 15,934 | $468.5K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 15,938 | $468.6K | 0.00% | +15,938 | New |
| Employees Retirement System of Texas | 16,068 | $472.0K | 0.00% | +16,068 | New |
| Nations Financial Group Inc, | 16,172 | $475.5K | 0.03% | +373+2.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 16,350 | $480.7K | 0.14% | +3,500+27.2% | Added |
| Institute for Wealth Management, LLC. | 16,619 | $488.6K | 0.05% | −489−2.9% | Reduced |
| Modern Wealth Management, LLC | 17,083 | $502.2K | 0.01% | +1,162+7.3% | Added |
| M&T Bank Corp | 17,216 | $506.1K | 0.00% | −6,137−26.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,359 | $510.0K | 0.00% | +7,012+67.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,412 | $511.9K | 0.01% | +162+0.9% | Added |
| Forza Wealth Management, LLC | 17,572 | $516.6K | 0.21% | +2,908+19.8% | Added |
| Marex Group plc | 17,676 | $519.7K | 0.01% | +2,516+16.6% | Added |
| APG Asset Management US Inc. | 17,439 | $519.7K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 17,740 | $521.6K | 0.17% | +17,740 | New |
| Systematic Alpha Investments, LLC | 17,776 | $522.6K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 17,993 | $529.0K | 0.00% | −80.0% | Reduced |
| Wright Investors Service Inc | 18,304 | $538.1K | 0.16% | +87+0.5% | Added |
| Haven Private, LLC | 18,396 | $540.8K | 0.24% | +508+2.8% | Added |
| Everence Capital Management Inc | 18,410 | $541.0K | 0.03% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 18,625 | $547.6K | 0.15% | −233−1.2% | Reduced |
| CenterBook Partners LP | 18,632 | $547.8K | 0.03% | +3,898+26.5% | Added |
| HB Wealth Management, LLC | 18,986 | $558.2K | 0.00% | −4,571−19.4% | Reduced |
| Colony Group, LLC | 19,126 | $562.3K | 0.00% | −3,221−14.4% | Reduced |
| Metis Global Partners, LLC | 19,181 | $563.9K | 0.01% | −2,583−11.9% | Reduced |
| Mariner, LLC | 19,463 | $572.2K | 0.00% | −33,105−63.0% | Reduced |
| Empirical Finance, LLC | 20,274 | $596.1K | 0.03% | +123+0.6% | Added |
| Flow Traders U.S. LLC | 20,366 | $599.0K | 0.02% | +20,366 | New |
| Woodline Partners LP | 20,395 | $599.6K | 0.00% | −7,195−26.1% | Reduced |
| Omers Administration Corp | 20,567 | $604.7K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 20,845 | $612.9K | 0.00% | +2,083+11.1% | Added |