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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 5,162 | $146.6K | 0.00% | +5,162 | New |
| Eastern Bank | 4,881 | $138.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4,768 | $135.4K | 0.00% | +1,000+26.5% | Added |
| Hantz Financial Services, Inc. | 4,716 | $134.0K | 0.00% | +334+7.6% | Added |
| Investors Research Corp | 4,600 | $130.6K | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 4,470 | $126.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,392 | $124.7K | 0.00% | −2,925−40.0% | Reduced |
| Deseret Mutual Benefit Administrators | 4,160 | $118.1K | 0.05% | −265−6.0% | Reduced |
| Advisory Services Network, LLC | 4,073 | $115.6K | 0.00% | +4,073 | New |
| Signaturefd, LLC | 3,881 | $110.2K | 0.00% | −970−20.0% | Reduced |
| Clear Street Markets LLC | 3,773 | $107.1K | 0.04% | +3,406+928.1% | Added |
| Capital Analysts, LLC | 3,781 | $107.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,506 | $99.5K | 0.00% | +3,506 | New |
| Covestor Ltd | 3,294 | $94.0K | 0.05% | +205+6.6% | Added |
| Farther Finance Advisors, LLC | 3,252 | $92.3K | 0.00% | +103+3.3% | Added |
| AdvisorNet Financial, Inc | 3,175 | $90.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,118 | $89.8K | 0.00% | +1,068+52.1% | Added |
| Heritage Wealth Advisors | 3,005 | $85.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,994 | $85.0K | 0.01% | +2,994 | New |
| Bryn Mawr Trust Co | 2,992 | $84.9K | 0.00% | −187−5.9% | Reduced |
| HHM Wealth Advisors, LLC | 2,780 | $78.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,510 | $71.2K | 0.00% | +69+2.8% | Added |
| Montag A & Associates Inc | 2,400 | $68.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,399 | $68.1K | 0.00% | +134+5.9% | Added |
| Root Financial Partners, LLC | 2,321 | $65.9K | 0.00% | +2,321 | New |
| Larson Financial Group LLC | 2,255 | $64.0K | 0.00% | +390+20.9% | Added |
| Principal Securities, Inc. | 2,138 | $60.7K | 0.00% | +508+31.2% | Added |
| Rise Advisors, LLC | 2,132 | $60.5K | 0.02% | +3+0.1% | Added |
| TSFG, LLC | 1,959 | $56.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,949 | $55.3K | 0.04% | +247+14.5% | Added |
| Dunhill Financial, LLC | 1,943 | $55.2K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 1,895 | $53.8K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,862 | $52.9K | 0.00% | +78+4.4% | Added |
| Massmutual Trust Co FSB | 1,809 | $51.4K | 0.00% | +36+2.0% | Added |
| Cromwell Holdings LLC | 1,770 | $50.3K | 0.03% | 00.0% | Unchanged |
| 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 |
| SJS Investment Consulting Inc. | 1,750 | $49.7K | 0.01% | +1,683+2,511.9% | Added |
| Teachers Insurance & Annuity Association of America | 1,680 | $47.7K | 0.06% | 00.0% | Unchanged |
| Onefund, LLC | 1,539 | $43.7K | 0.03% | +58+3.9% | Added |
| Umb Bank N A | 1,473 | $41.8K | 0.00% | +306+26.2% | Added |
| Global Retirement Partners, LLC | 1,452 | $41.2K | 0.00% | −168−10.4% | Reduced |
| Bayforest Capital Ltd | 1,419 | $40.3K | 0.02% | +1,419 | New |
| Sentry Investment Management LLC | 1,286 | $35.0K | 0.02% | −326−20.2% | Reduced |
| Clearstead Advisors, LLC | 1,223 | $34.7K | 0.00% | +400+48.6% | Added |
| ORG Partners LLC | 1,205 | $34.2K | 0.01% | +41+3.5% | Added |
| CoreCap Advisors, LLC | 1,200 | $34.1K | 0.00% | −249−17.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,163 | $33.0K | 0.00% | +269+30.1% | Added |
| Truvestments Capital LLC | 1,128 | $32.0K | 0.01% | +167+17.4% | Added |
| Ionic Capital Management LLC | 1,116 | $31.7K | 0.04% | +1,116 | New |
| True Wealth Design, LLC | 1,104 | $31.3K | 0.01% | +529+92.0% | Added |
| Cullen/Frost Bankers, Inc. | 1,100 | $31.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,108 | $30.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,078 | $30.6K | 0.00% | +994+1,183.3% | Added |
| Groupe la Francaise | 1,009 | $28.6K | 0.00% | −3,053−75.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 976 | $27.7K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 951 | $27.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 949 | $26.9K | 0.00% | −16−1.7% | Reduced |
| TD Private Client Wealth LLC | 928 | $26.3K | 0.00% | −14−1.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 882 | $25.0K | 0.02% | +216+32.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 860 | $24.4K | 0.00% | +860 | New |
| Hemington Wealth Management | 864 | $24.0K | 0.00% | +38+4.6% | Added |
| Pingora Partners LLC | 800 | $22.7K | 0.02% | −200−20.0% | Reduced |
| Silicon Valley Capital Partners | 800 | $22.7K | 0.00% | +4+0.5% | Added |
| Caldwell Trust Co | 740 | $21.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 658 | $18.9K | 0.00% | +198+43.0% | Added |
| Whittier Trust Co | 658 | $18.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 628 | $17.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 621 | $17.6K | 0.00% | −1,882−75.2% | Reduced |
| Parkside Financial Bank & Trust | 620 | $17.6K | 0.00% | −2−0.3% | Reduced |
| Generali Asset Management SPA SGR | 536 | $15.2K | 0.00% | −48,321−98.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 541 | $15.0K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 505 | $14.5K | 0.00% | +505 | New |
| Colonial Trust Advisors | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 500 | $14.0K | 0.00% | +500 | New |
| GHP Investment Advisors, Inc. | 493 | $14.0K | 0.00% | +2+0.4% | Added |
| Trust Co of Toledo NA | 491 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 507 | $13.7K | 0.00% | +35+7.4% | Added |
| Pinnacle Bancorp, Inc. | 459 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 486 | $12.7K | 0.00% | +35+7.8% | Added |
| Wealthspire Advisors, LLC | 410 | $11.6K | 0.00% | +410 | New |
| Hilltop National Bank | 400 | $11.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 394 | $11.2K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 392 | $11.1K | 0.01% | +392 | New |
| McIlrath & Eck, LLC | 381 | $10.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 376 | $10.7K | 0.00% | +1+0.3% | Added |
| Signature Resources Capital Management, LLC | 370 | $10.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 367 | $10.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 365 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 366 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 350 | $9.94K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 312 | $8.86K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 308 | $8.66K | 0.00% | +1+0.3% | Added |
| Costello Asset Management, INC | 300 | $8.52K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 300 | $8.52K | 0.00% | +300 | New |
| Ancora Advisors, LLC | 299 | $8.49K | 0.00% | −12−3.9% | Reduced |
| Fortitude Family Office, LLC | 291 | $8.26K | 0.00% | +13+4.7% | Added |
| Sachetta, LLC | 260 | $7.37K | 0.00% | +68+35.4% | Added |
| ZRC Wealth Management, LLC | 252 | $7.16K | 0.00% | +252 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 237 | $6.73K | 0.00% | 00.0% | Unchanged |