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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 15,105 | $428.8K | 0.00% | −400−2.6% | Reduced |
| Baker Avenue Asset Management, LP | 14,983 | $425.4K | 0.01% | +7,070+89.3% | Added |
| Evergreen Capital Management LLC | 14,981 | $425.3K | 0.01% | +14,981 | New |
| Squarepoint Ops LLC | 14,949 | $424.4K | 0.00% | +272+1.9% | Added |
| Bessemer Group Inc | 14,799 | $421.0K | 0.00% | +13+0.1% | Added |
| CSM Advisors, LLC | 14,777 | $419.0K | 0.01% | +2,192+17.4% | Added |
| Boothbay Fund Management, LLC | 14,548 | $413.0K | 0.01% | +14,548 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 14,350 | $407.4K | 0.10% | −2,000−12.2% | Reduced |
| Kestra Private Wealth Services, LLC | 14,267 | $405.0K | 0.01% | +734+5.4% | Added |
| First Horizon Corp | 14,045 | $398.7K | 0.02% | +14,045 | New |
| Hanson & Doremus Investment Management | 13,944 | $396.0K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 14,790 | $395.0K | 0.01% | +2,062+16.2% | Added |
| Baader Bank INC | 13,925 | $395.0K | 0.03% | +13,925 | New |
| Johnson Investment Counsel Inc | 13,858 | $393.4K | 0.00% | +1,600+13.1% | Added |
| Groupama Asset Managment | 13,774 | $391.0K | 0.01% | +13,774 | New |
| FIL Ltd | 13,675 | $388.2K | 0.00% | +522+4.0% | Added |
| MML Investors Services, LLC | 13,628 | $386.9K | 0.00% | +616+4.7% | Added |
| GAMMA Investing LLC | 13,368 | $379.5K | 0.02% | +2,715+25.5% | Added |
| Kera Capital Partners, Inc. | 13,309 | $377.8K | 0.06% | +3,161+31.1% | Added |
| STRS Ohio | 13,137 | $373.0K | 0.00% | −46,862−78.1% | Reduced |
| MQS Management LLC | 13,111 | $372.2K | 0.22% | +13,111 | New |
| Global Endowment Management, LP | 13,068 | $371.0K | 0.05% | +692+5.6% | Added |
| Penn Mutual Asset Management, LLC | 13,000 | $369.1K | 0.72% | 00.0% | Unchanged |
| Forum Financial Management, LP | 12,861 | $365.1K | 0.00% | +1,516+13.4% | Added |
| Ashton Thomas Private Wealth, LLC | 12,609 | $358.0K | 0.01% | +139+1.1% | Added |
| Calamos Wealth Management LLC | 12,584 | $357.3K | 0.01% | +12,584 | New |
| Merit Financial Group, LLC | 12,501 | $354.9K | 0.00% | +1,335+12.0% | Added |
| Sequoia Financial Advisors, LLC | 12,417 | $352.5K | 0.00% | +809+7.0% | Added |
| Platform Technology Partners | 12,358 | $350.8K | 0.08% | +54+0.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 12,285 | $348.8K | 0.10% | +85+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,197 | $346.0K | 0.00% | −5,162−29.7% | Reduced |
| Ballentine Partners, LLC | 12,062 | $342.4K | 0.00% | −302−2.4% | Reduced |
| Advisory Alpha, LLC | 12,180 | $342.0K | 0.01% | +12,180 | New |
| Fifth Third Bancorp | 12,044 | $341.9K | 0.00% | +1,120+10.3% | Added |
| Coldstream Capital Management Inc | 11,954 | $339.4K | 0.00% | +2,142+21.8% | Added |
| Assetmark, Inc | 11,910 | $338.1K | 0.00% | +6,416+116.8% | Added |
| Quadrant Capital Group LLC | 11,732 | $333.1K | 0.01% | +30.0% | Added |
| Atomi Financial Group, Inc. | 11,716 | $332.6K | 0.01% | +678+6.1% | Added |
| IMC-Chicago, LLC | 11,654 | $330.9K | 0.01% | +11,654 | New |
| Citizens Financial Group Inc | 11,560 | $328.2K | 0.00% | +11,560 | New |
| Voleon Capital Management LP | 11,426 | $324.4K | 0.01% | +11,426 | New |
| Bradley Foster & Sargent Inc | 11,293 | $320.6K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,186 | $317.6K | 0.00% | +1,070+10.6% | Added |
| Cresset Asset Management, LLC | 11,037 | $313.3K | 0.00% | −1,825−14.2% | Reduced |
| M&T Bank Corp | 10,973 | $311.1K | 0.00% | −6,243−36.3% | Reduced |
| Diversify Advisory Services, LLC | 11,785 | $309.7K | 0.01% | −8,019−40.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 10,870 | $308.6K | 0.00% | −161,699−93.7% | Reduced |
| MUFG Securities EMEA plc | 10,727 | $304.5K | 0.01% | +9,129+571.3% | Added |
| Kestra Advisory Services, LLC | 10,473 | $297.3K | 0.00% | −328−3.0% | Reduced |
| Fort Washington Investment Advisors Inc | 10,473 | $297.3K | 0.00% | 00.0% | Unchanged |
| Foster & Motley Inc | 10,371 | $294.0K | 0.02% | +187+1.8% | Added |
| J. Team Financial, Inc. | 10,311 | $292.7K | 0.30% | +10,311 | New |
| Severin Investments, LLC | 10,306 | $292.6K | 0.26% | +121+1.2% | Added |
| CAPROCK Group, Inc. | 9,510 | $291.3K | 0.01% | +9,510 | New |
| Sagespring Wealth Partners, LLC | 10,059 | $285.6K | 0.01% | +1,607+19.0% | Added |
| PFG Investments, LLC | 9,914 | $281.5K | 0.01% | +12+0.1% | Added |
| Profund Advisors LLC | 9,913 | $281.4K | 0.01% | +654+7.1% | Added |
| Advisors Capital Management, LLC | 9,884 | $280.6K | 0.00% | 00.0% | Unchanged |
| Tema ETFs LLC | 9,756 | $277.0K | 0.02% | +9,756 | New |
| Camden Capital, LLC | 9,509 | $270.0K | 0.02% | +9,509 | New |
| Ossiam | 9,441 | $268.0K | 0.00% | −16,290−63.3% | Reduced |
| Cornerstone Wealth Management, LLC | 9,426 | $267.6K | 0.01% | +36+0.4% | Added |
| Wolverine Trading, LLC | 9,155 | $263.6K | 0.01% | +9,155 | New |
| Outlook Wealth Advisors, LLC | 9,246 | $262.5K | 0.07% | +9,246 | New |
| Optas, LLC | 9,146 | $259.7K | 0.04% | +9,146 | New |
| Everence Capital Management Inc | 8,909 | $253.0K | 0.02% | −9,501−51.6% | Reduced |
| Shell Asset Management Co | 8,797 | $250.0K | 0.03% | −1,685−16.1% | Reduced |
| CWM, LLC | 8,807 | $250.0K | 0.00% | −258−2.8% | Reduced |
| Patton Fund Management, Inc. | 8,720 | $247.6K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,709 | $247.3K | 0.00% | +1,488+20.6% | Added |
| Park Avenue Securities LLC | 8,677 | $246.0K | 0.00% | +946+12.2% | Added |
| FJ Capital Management LLC | 8,661 | $245.9K | 0.03% | +8,661 | New |
| Freestone Grove Partners LP | 8,571 | $243.3K | 0.00% | +258+3.1% | Added |
| Two Sigma Securities, LLC | 8,436 | $239.5K | 0.04% | +8,436 | New |
| United Capital Financial Advisers, LLC | 8,425 | $239.2K | 0.00% | +693+9.0% | Added |
| Horizon Investments, LLC | 8,420 | $239.0K | 0.00% | −88−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 8,327 | $236.4K | 0.00% | −1,178−12.4% | Reduced |
| Parallel Advisors, LLC | 8,314 | $236.0K | 0.00% | −175−2.1% | Reduced |
| Exchange Traded Concepts, LLC | 8,154 | $231.5K | 0.00% | −4,107−33.5% | Reduced |
| Private Advisor Group, LLC | 8,138 | $231.0K | 0.00% | +151+1.9% | Added |
| Aster Capital Management (DIFC) Ltd | 8,001 | $227.1K | 0.11% | +8,001 | New |
| Scientech Research LLC | 7,998 | $227.1K | 0.08% | +7,998 | New |
| Quest Partners LLC | 7,934 | $225.2K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,897 | $224.2K | 0.04% | +7,897 | New |
| Claret Asset Management Corp | 7,834 | $222.0K | 0.03% | −112−1.4% | Reduced |
| Van Hulzen Asset Management, LLC | 7,711 | $218.9K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 7,573 | $215.0K | 0.00% | −949−11.1% | Reduced |
| Apex Wealth Management, LLC | 7,538 | $214.0K | 0.15% | +32+0.4% | Added |
| Gateway Wealth Partners, LLC | 7,430 | $210.9K | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 7,305 | $207.4K | 0.00% | +7,305 | New |
| Venturi Wealth Management, LLC | 7,136 | $202.6K | 0.01% | +7,136 | New |
| HM Payson & Co | 7,100 | $201.6K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 7,040 | $199.9K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,849 | $194.4K | 0.01% | −1,200−14.9% | Reduced |
| Allworth Financial LP | 6,404 | $181.8K | 0.00% | +1,131+21.4% | Added |
| South Dakota Investment Council | 6,200 | $176.0K | 0.00% | −1,000−13.9% | Reduced |
| Curat Global, LLC | 5,785 | $164.2K | 0.15% | 00.0% | Unchanged |
| State of Wyoming | 5,536 | $157.2K | 0.02% | −65−1.2% | Reduced |
| Central Trust Co | 5,331 | $151.3K | 0.00% | +2,931+122.1% | Added |
| Ameritas Investment Partners, Inc. | 5,309 | $150.7K | 0.00% | 00.0% | Unchanged |