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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 3,642 | $107.1K | 0.00% | −3,693−50.3% | Reduced |
| Bryn Mawr Trust Co | 3,179 | $93.5K | 0.00% | +56+1.8% | Added |
| AdvisorNet Financial, Inc | 3,175 | $93.3K | 0.01% | −41,533−92.9% | Reduced |
| Farther Finance Advisors, LLC | 3,149 | $92.6K | 0.00% | −1,786−36.2% | Reduced |
| Covestor Ltd | 3,089 | $91.0K | 0.05% | −417−11.9% | Reduced |
| Heritage Wealth Advisors | 3,005 | $88.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,780 | $81.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,503 | $73.6K | 0.00% | +786+45.8% | Added |
| EverSource Wealth Advisors, LLC | 2,441 | $71.8K | 0.00% | +14+0.6% | Added |
| 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 |
| Federated Hermes, Inc. | 2,375 | $69.8K | 0.00% | −14,796−86.2% | Reduced |
| Harbour Investments, Inc. | 2,265 | $66.6K | 0.00% | −514−18.5% | Reduced |
| Rise Advisors, LLC | 2,129 | $62.6K | 0.02% | −232−9.8% | Reduced |
| Jones Financial Companies LLLP | 2,050 | $60.0K | 0.00% | −1,109−35.1% | Reduced |
| TSFG, LLC | 1,959 | $58.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,943 | $57.1K | 0.02% | −92−4.5% | Reduced |
| Hopwood Financial Services, Inc. | 1,895 | $55.7K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,865 | $54.8K | 0.00% | +259+16.1% | Added |
| Zions Bancorporation, National Association | 1,784 | $52.5K | 0.00% | +1,434+409.7% | Added |
| Massmutual Trust Co FSB | 1,773 | $52.1K | 0.00% | +313+21.4% | Added |
| Cromwell Holdings LLC | 1,770 | $52.0K | 0.03% | +41+2.4% | Added |
| WPG Advisers, LLC | 1,702 | $50.0K | 0.04% | +873+105.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,700 | $50.0K | 0.03% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 1,680 | $49.4K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,612 | $48.0K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,630 | $47.9K | 0.00% | +938+135.5% | Added |
| Global Retirement Partners, LLC | 1,620 | $47.6K | 0.00% | +1,620 | New |
| MUFG Securities EMEA plc | 1,598 | $47.0K | 0.00% | +1,598 | New |
| GWM Advisors LLC | 1,563 | $46.0K | 0.00% | +5+0.3% | Added |
| Onefund, LLC | 1,481 | $44.0K | 0.03% | +1,481 | New |
| CoreCap Advisors, LLC | 1,449 | $42.6K | 0.00% | −26,231−94.8% | Reduced |
| Catalyst Capital Advisors LLC | 1,360 | $40.0K | 0.00% | −220−13.9% | Reduced |
| Skopos Labs, Inc. | 1,309 | $38.5K | 0.01% | +656+100.5% | Added |
| Brown Brothers Harriman & Co | 1,188 | $34.9K | 0.00% | +666+127.6% | Added |
| ORG Partners LLC | 1,164 | $34.7K | 0.01% | +34+3.0% | Added |
| Umb Bank N A | 1,167 | $34.3K | 0.00% | +125+12.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,108 | $32.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,100 | $32.3K | 0.00% | +1,100 | New |
| Pingora Partners LLC | 1,000 | $29.4K | 0.02% | −500−33.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 976 | $28.7K | 0.01% | −1,200−55.1% | Reduced |
| Colonial Trust Co | 965 | $28.4K | 0.00% | −21−2.1% | Reduced |
| Truvestments Capital LLC | 961 | $28.2K | 0.01% | +5+0.5% | Added |
| Westend Capital Management, LLC | 951 | $28.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 942 | $27.7K | 0.00% | −50−5.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 894 | $26.3K | 0.00% | −36−3.9% | Reduced |
| Clearstead Advisors, LLC | 823 | $24.2K | 0.00% | +752+1,059.2% | Added |
| Hemington Wealth Management | 826 | $24.0K | 0.00% | +107+14.9% | Added |
| Advantage Trust Co | 812 | $23.9K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 796 | $23.4K | 0.00% | +3+0.4% | Added |
| Caldwell Trust Co | 740 | $21.8K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 670 | $19.7K | 0.00% | +206+44.4% | Added |
| Caitong International Asset Management Co., Ltd | 666 | $19.6K | 0.01% | +372+126.5% | Added |
| Whittier Trust Co | 658 | $19.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 628 | $18.5K | 0.00% | −136−17.8% | Reduced |
| Parkside Financial Bank & Trust | 622 | $18.3K | 0.00% | −14−2.2% | Reduced |
| True Wealth Design, LLC | 575 | $16.9K | 0.01% | −1,040−64.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 541 | $16.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $14.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 491 | $14.4K | 0.00% | +1+0.2% | Added |
| Trust Co of Toledo NA | 491 | $14.4K | 0.00% | +491 | New |
| Sound Income Strategies, LLC | 472 | $13.9K | 0.00% | −499−51.4% | Reduced |
| Pinnacle Bancorp, Inc. | 459 | $13.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 460 | $13.5K | 0.00% | −38−7.6% | Reduced |
| Ameritas Advisory Services, LLC | 458 | $13.5K | 0.00% | +458 | New |
| Cornerstone Planning Group LLC | 451 | $12.9K | 0.00% | +6+1.3% | Added |
| Hilltop National Bank | 400 | $11.8K | 0.00% | +400 | New |
| Farmers & Merchants Investments Inc | 394 | $11.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 381 | $11.2K | 0.00% | −2,051−84.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 375 | $11.0K | 0.00% | +20+5.6% | Added |
| Capital Advisors, Ltd. LLC | 365 | $11.0K | 0.00% | −13−3.4% | Reduced |
| Signature Resources Capital Management, LLC | 370 | $10.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 367 | $10.8K | 0.00% | +219+148.0% | Added |
| Clear Street Markets LLC | 367 | $10.8K | 0.00% | +367 | New |
| Bruce G. Allen Investments, LLC | 350 | $10.3K | 0.01% | +318+993.8% | Added |
| Ogorek Anthony Joseph | 366 | $10.0K | 0.00% | −37−9.2% | Reduced |
| CNB Bank | 312 | $9.17K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 311 | $9.14K | 0.00% | +58+22.9% | Added |
| Bullock Wealth Management Group | 307 | $9.14K | 0.00% | +2+0.7% | Added |
| Costello Asset Management, INC | 300 | $8.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 278 | $8.17K | 0.00% | +47+20.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 226 | $7.20K | 0.00% | +226 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 237 | $6.97K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 224 | $6.59K | 0.00% | +224 | New |
| C M Bidwell & Associates Ltd | 223 | $6.56K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 211 | $6.20K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 208 | $6.11K | 0.01% | +208 | New |
| Rothschild Investment LLC | 203 | $5.97K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 201 | $5.91K | 0.00% | +9+4.7% | Added |
| Sachetta, LLC | 192 | $5.64K | 0.00% | −24−11.1% | Reduced |
| Harvest Fund Management Co., Ltd | 163 | $5.00K | 0.00% | −2,183−93.1% | Reduced |
| GW&K Investment Management, LLC | 165 | $5.00K | 0.00% | +57+52.8% | Added |
| MV Capital Management, Inc. | 163 | $4.79K | 0.00% | −14−7.9% | Reduced |
| Manchester Capital Management LLC | 162 | $4.76K | 0.00% | −2−1.2% | Reduced |
| FSA Wealth Management LLC | 150 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $4.29K | 0.00% | +50+52.1% | Added |
| Oakworth Capital, Inc. | 145 | $4.26K | 0.00% | −247−63.0% | Reduced |
| Anfield Capital Management, LLC | 145 | $4.26K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 135 | $3.97K | 0.00% | +135 | New |
| Grove Bank & Trust | 131 | $3.85K | 0.00% | 00.0% | Unchanged |