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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, Q3 2025

Institutional positions in Gen Digital Inc. as of Sep 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
676
+31 vs. Q2 2025
Shares held
525.0M
−3.26M (−0.6%) vs. Q2 2025
Total value
$14.9B
−$631.5M (−4.1%) vs. Q2 2025
New holders
85
283 more added
Sold out
54
193 more reduced

9 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 676 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 heldQ3 2025: $14.9B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q2 2025.

Institutions holding GEN in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Close Asset Management Ltd12$00.00%00.0%Unchanged
Avion Wealth17$00.00%+17New
Weiss Asset Management LP1$280.00%00.0%Unchanged
TFC Financial Management3$860.00%00.0%Unchanged
Private Wealth Management Group, LLC3$860.00%00.0%Unchanged
South State Corp.5$1420.00%−82−94.3%Reduced
Private Wealth Asset Management, LLC8$2270.00%00.0%Unchanged
WestEnd Advisors, LLC10$2840.00%−6−37.5%Reduced
American Capital Advisory, LLC11$3130.00%−4−26.7%Reduced
West Branch Capital LLC14$3980.00%00.0%Unchanged
Palisade Asset Management, LLC14$3980.00%+14New
Winnow Wealth LLC14$4060.00%+14New
Hughes Financial Services, LLC17$4480.00%+17New
Beaird Harris Wealth Management, LLC17$4830.00%−18−51.4%Reduced
Seneschal Advisors, LLC17$4830.00%+17New
Quaker Wealth Management, LLC19$5400.00%00.0%Unchanged
Kilter Group LLC19$5400.00%+4+26.7%Added
Principia Wealth Advisory, LLC20$5680.00%+9+81.8%Added
Prestige Wealth Management Group LLC21$5970.00%00.0%Unchanged
Logan Capital Management Inc22$6250.00%00.0%Unchanged
Turning Point Benefit Group, Inc.25$7030.00%+25New
Activest Wealth Management25$7100.00%+10+66.7%Added
Guerra Advisors Inc25$7100.00%+25New
NVWM, LLC29$8230.00%00.0%Unchanged
UMA Financial Services, Inc.30$8520.00%00.0%Unchanged
Evelyn Partners Investment Management LLP30$8520.00%00.0%Unchanged
Tortoise Investment Management, LLC32$9080.00%−3−8.6%Reduced
Texas Capital Bancshares Inc32$9080.00%+32New
Delos Wealth Advisors, LLC33$9370.00%+33New
Key Financial Inc34$9560.00%+34New
Bay Harbor Wealth Management, LLC35$9930.00%+5+16.7%Added
First Command Advisory Services, Inc.35$9940.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC35$9940.00%+35New
Transamerica Financial Advisors, Inc.35$9940.00%+35New
HFM Investment Advisors, LLC38$1.08K0.00%−2−5.0%Reduced
Raffa Wealth Management, LLC46$1.31K0.00%00.0%Unchanged
Bare Financial Services, Inc46$1.31K0.00%+46New
Aventura Private Wealth, LLC53$1.50K0.00%00.0%Unchanged
Rialto Wealth Management, LLC54$1.53K0.00%+12+28.6%Added
Trifecta Capital Advisors, LLC57$1.62K0.00%00.0%Unchanged
Aspect Partners, LLC59$1.68K0.00%+59New
Rossby Financial, LCC69$1.94K0.00%00.0%Unchanged
Johnson Financial Group, Inc.72$2.04K0.00%+72New
TD Capital Management LLC74$2.11K0.00%00.0%Unchanged
Highline Wealth Partners LLC77$2.19K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC80$2.28K0.00%00.0%Unchanged
Abound Wealth Management97$2.76K0.00%00.0%Unchanged
Concord Wealth Partners100$2.84K0.00%00.0%Unchanged
City State Bank100$2.84K0.00%00.0%Unchanged
Cloud Capital Management, LLC120$3.00K0.00%+120New
DT Investment Partners, LLC106$3.01K0.00%00.0%Unchanged
Marquette Asset Management, LLC109$3.10K0.00%+109New
DiNuzzo Private Wealth, Inc.108$3.26K0.00%−1−0.9%Reduced
Howard Hughes Medical Institute120$3.41K0.00%+3+2.6%Added
Wealth Watch Advisors, INC124$3.52K0.00%+124New
JPL Wealth Management, LLC130$3.69K0.00%+130New
Grove Bank & Trust131$3.72K0.00%00.0%Unchanged
Salomon & Ludwin, LLC138$3.84K0.00%+84+155.6%Added
Oakworth Capital, Inc.145$4.12K0.00%00.0%Unchanged
Anfield Capital Management, LLC145$4.12K0.00%00.0%Unchanged
Bell Investment Advisors, Inc146$4.14K0.00%00.0%Unchanged
FSA Wealth Management LLC150$4.26K0.00%00.0%Unchanged
Manchester Capital Management LLC162$4.60K0.00%00.0%Unchanged
MV Capital Management, Inc.163$4.63K0.00%00.0%Unchanged
Binnacle Investments Inc165$4.68K0.00%+120+266.7%Added
Private Trust Co NA165$4.69K0.00%−36−17.9%Reduced
Ameritas Advisory Services, LLC168$4.77K0.00%−290−63.3%Reduced
GW&K Investment Management, LLC165$5.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd163$5.00K0.00%00.0%Unchanged
Horizon Financial Services, LLC189$5.37K0.00%+189New
Strategic Investment Solutions, Inc.200$5.68K0.00%−24−10.7%Reduced
Harbor Asset Planning, Inc.208$5.90K0.01%00.0%Unchanged
Rothschild Investment LLC209$5.93K0.00%+6+3.0%Added
High Note Wealth, LLC211$5.99K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd223$6.33K0.00%00.0%Unchanged
S&T Bank229$6.50K0.00%+165+257.8%Added
Annis Gardner Whiting Capital Advisors, LLC237$6.73K0.00%00.0%Unchanged
ZRC Wealth Management, LLC252$7.16K0.00%+252New
Sachetta, LLC260$7.37K0.00%+68+35.4%Added
Fortitude Family Office, LLC291$8.26K0.00%+13+4.7%Added
Ancora Advisors, LLC299$8.49K0.00%−12−3.9%Reduced
Costello Asset Management, INC300$8.52K0.00%00.0%Unchanged
Rakuten Securities, Inc.300$8.52K0.00%+300New
Bullock Wealth Management Group308$8.66K0.00%+1+0.3%Added
CNB Bank312$8.86K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC350$9.94K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC365$10.0K0.00%00.0%Unchanged
Ogorek Anthony Joseph366$10.0K0.00%00.0%Unchanged
Atlantic Trust, LLC367$10.4K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC370$10.5K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC376$10.7K0.00%+1+0.3%Added
McIlrath & Eck, LLC381$10.8K0.00%00.0%Unchanged
Westfuller Advisors, LLC392$11.1K0.01%+392New
Farmers & Merchants Investments Inc394$11.2K0.00%00.0%Unchanged
Hilltop National Bank400$11.4K0.00%00.0%Unchanged
Wealthspire Advisors, LLC410$11.6K0.00%+410New
Cornerstone Planning Group LLC486$12.7K0.00%+35+7.8%Added
Pinnacle Bancorp, Inc.459$13.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC507$13.7K0.00%+35+7.4%Added
Trust Co of Toledo NA491$13.9K0.00%00.0%Unchanged