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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 493 | $14.0K | 0.00% | +2+0.4% | Added |
| Smithfield Trust Co | 500 | $14.0K | 0.00% | +500 | New |
| Colonial Trust Advisors | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 505 | $14.5K | 0.00% | +505 | New |
| Hazlett, Burt & Watson, Inc. | 541 | $15.0K | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 536 | $15.2K | 0.00% | −48,321−98.9% | Reduced |
| Parkside Financial Bank & Trust | 620 | $17.6K | 0.00% | −2−0.3% | Reduced |
| Geneos Wealth Management Inc. | 621 | $17.6K | 0.00% | −1,882−75.2% | Reduced |
| JFS Wealth Advisors, LLC | 628 | $17.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 658 | $18.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 658 | $18.9K | 0.00% | +198+43.0% | Added |
| Caldwell Trust Co | 740 | $21.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 800 | $22.7K | 0.00% | +4+0.5% | Added |
| Pingora Partners LLC | 800 | $22.7K | 0.02% | −200−20.0% | Reduced |
| Hemington Wealth Management | 864 | $24.0K | 0.00% | +38+4.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 860 | $24.4K | 0.00% | +860 | New |
| Caitong International Asset Management Co., Ltd | 882 | $25.0K | 0.02% | +216+32.4% | Added |
| TD Private Client Wealth LLC | 928 | $26.3K | 0.00% | −14−1.5% | Reduced |
| Colonial Trust Co | 949 | $26.9K | 0.00% | −16−1.7% | Reduced |
| Westend Capital Management, LLC | 951 | $27.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 976 | $27.7K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 1,009 | $28.6K | 0.00% | −3,053−75.2% | Reduced |
| Spire Wealth Management | 1,078 | $30.6K | 0.00% | +994+1,183.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,108 | $30.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,100 | $31.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,104 | $31.3K | 0.01% | +529+92.0% | Added |
| Ionic Capital Management LLC | 1,116 | $31.7K | 0.04% | +1,116 | New |
| Truvestments Capital LLC | 1,128 | $32.0K | 0.01% | +167+17.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,163 | $33.0K | 0.00% | +269+30.1% | Added |
| CoreCap Advisors, LLC | 1,200 | $34.1K | 0.00% | −249−17.2% | Reduced |
| ORG Partners LLC | 1,205 | $34.2K | 0.01% | +41+3.5% | Added |
| Clearstead Advisors, LLC | 1,223 | $34.7K | 0.00% | +400+48.6% | Added |
| Sentry Investment Management LLC | 1,286 | $35.0K | 0.02% | −326−20.2% | Reduced |
| Bayforest Capital Ltd | 1,419 | $40.3K | 0.02% | +1,419 | New |
| Global Retirement Partners, LLC | 1,452 | $41.2K | 0.00% | −168−10.4% | Reduced |
| Umb Bank N A | 1,473 | $41.8K | 0.00% | +306+26.2% | Added |
| Onefund, LLC | 1,539 | $43.7K | 0.03% | +58+3.9% | Added |
| Teachers Insurance & Annuity Association of America | 1,680 | $47.7K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,750 | $49.7K | 0.01% | +1,683+2,511.9% | Added |
| GWM Advisors LLC | 1,756 | $49.9K | 0.00% | +193+12.3% | Added |
| Brown Brothers Harriman & Co | 1,756 | $49.9K | 0.00% | +568+47.8% | Added |
| Cromwell Holdings LLC | 1,770 | $50.3K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,809 | $51.4K | 0.00% | +36+2.0% | Added |
| Zions Bancorporation, National Association | 1,862 | $52.9K | 0.00% | +78+4.4% | Added |
| Hopwood Financial Services, Inc. | 1,895 | $53.8K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,943 | $55.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,949 | $55.3K | 0.04% | +247+14.5% | Added |
| TSFG, LLC | 1,959 | $56.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,132 | $60.5K | 0.02% | +3+0.1% | Added |
| Principal Securities, Inc. | 2,138 | $60.7K | 0.00% | +508+31.2% | Added |
| Larson Financial Group LLC | 2,255 | $64.0K | 0.00% | +390+20.9% | Added |
| Root Financial Partners, LLC | 2,321 | $65.9K | 0.00% | +2,321 | New |
| Harbour Investments, Inc. | 2,399 | $68.1K | 0.00% | +134+5.9% | Added |
| Montag A & Associates Inc | 2,400 | $68.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,510 | $71.2K | 0.00% | +69+2.8% | Added |
| HHM Wealth Advisors, LLC | 2,780 | $78.9K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,992 | $84.9K | 0.00% | −187−5.9% | Reduced |
| Quent Capital, LLC | 2,994 | $85.0K | 0.01% | +2,994 | New |
| Heritage Wealth Advisors | 3,005 | $85.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,118 | $89.8K | 0.00% | +1,068+52.1% | Added |
| AdvisorNet Financial, Inc | 3,175 | $90.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,252 | $92.3K | 0.00% | +103+3.3% | Added |
| Covestor Ltd | 3,294 | $94.0K | 0.05% | +205+6.6% | Added |
| Mather Group, LLC. | 3,506 | $99.5K | 0.00% | +3,506 | New |
| Capital Analysts, LLC | 3,781 | $107.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,773 | $107.1K | 0.04% | +3,406+928.1% | Added |
| Signaturefd, LLC | 3,881 | $110.2K | 0.00% | −970−20.0% | Reduced |
| Advisory Services Network, LLC | 4,073 | $115.6K | 0.00% | +4,073 | New |
| Deseret Mutual Benefit Administrators | 4,160 | $118.1K | 0.05% | −265−6.0% | Reduced |
| IFP Advisors, Inc | 4,392 | $124.7K | 0.00% | −2,925−40.0% | Reduced |
| New Age Alpha Advisors, LLC | 4,470 | $126.9K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 4,600 | $130.6K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,716 | $134.0K | 0.00% | +334+7.6% | Added |
| Huntington National Bank | 4,768 | $135.4K | 0.00% | +1,000+26.5% | Added |
| Eastern Bank | 4,881 | $138.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,162 | $146.6K | 0.00% | +5,162 | New |
| Ameritas Investment Partners, Inc. | 5,309 | $150.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5,331 | $151.3K | 0.00% | +2,931+122.1% | Added |
| State of Wyoming | 5,536 | $157.2K | 0.02% | −65−1.2% | Reduced |
| Curat Global, LLC | 5,785 | $164.2K | 0.15% | 00.0% | Unchanged |
| South Dakota Investment Council | 6,200 | $176.0K | 0.00% | −1,000−13.9% | Reduced |
| Allworth Financial LP | 6,404 | $181.8K | 0.00% | +1,131+21.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,849 | $194.4K | 0.01% | −1,200−14.9% | Reduced |
| Siemens Fonds Invest GmbH | 7,040 | $199.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 7,100 | $201.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,136 | $202.6K | 0.01% | +7,136 | New |
| Fisher Asset Management, LLC | 7,305 | $207.4K | 0.00% | +7,305 | New |
| Gateway Wealth Partners, LLC | 7,430 | $210.9K | 0.03% | 00.0% | Unchanged |
| Apex Wealth Management, LLC | 7,538 | $214.0K | 0.15% | +32+0.4% | Added |
| Sanctuary Advisors, LLC | 7,573 | $215.0K | 0.00% | −949−11.1% | Reduced |
| Van Hulzen Asset Management, LLC | 7,711 | $218.9K | 0.02% | 00.0% | Unchanged |
| Claret Asset Management Corp | 7,834 | $222.0K | 0.03% | −112−1.4% | Reduced |
| Machina Capital S.A.S. | 7,897 | $224.2K | 0.04% | +7,897 | New |
| Quest Partners LLC | 7,934 | $225.2K | 0.01% | 00.0% | Unchanged |
| Scientech Research LLC | 7,998 | $227.1K | 0.08% | +7,998 | New |
| Aster Capital Management (DIFC) Ltd | 8,001 | $227.1K | 0.11% | +8,001 | New |
| Private Advisor Group, LLC | 8,138 | $231.0K | 0.00% | +151+1.9% | Added |
| Exchange Traded Concepts, LLC | 8,154 | $231.5K | 0.00% | −4,107−33.5% | Reduced |
| Parallel Advisors, LLC | 8,314 | $236.0K | 0.00% | −175−2.1% | Reduced |
| Beacon Pointe Advisors, LLC | 8,327 | $236.4K | 0.00% | −1,178−12.4% | Reduced |