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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, Q4 2025

Institutional positions in Gen Digital Inc. as of Dec 31, 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
689
+27 vs. Q3 2025
Shares held
533.0M
+10.7M (+2.0%) vs. Q3 2025
Total value
$14.5B
−$338.8M (−2.3%) vs. Q3 2025
New holders
102
255 more added
Sold out
75
231 more reduced

14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 689 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 heldQ4 2025: $14.5B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q3 2025.

Institutions holding GEN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Close Asset Management Ltd12$00.00%00.0%Unchanged
Avion Wealth19$00.00%+2+11.8%Added
TFC Financial Management3$820.00%00.0%Unchanged
Private Wealth Management Group, LLC3$820.00%00.0%Unchanged
Walleye Capital LLC4$1090.00%+4New
South State Corp.5$1360.00%00.0%Unchanged
Arcadia Investment Management Corp5$1360.00%+5New
Hughes Financial Services, LLC6$1630.00%−11−64.7%Reduced
Private Wealth Asset Management, LLC8$2180.00%00.0%Unchanged
WestEnd Advisors, LLC9$2450.00%−1−10.0%Reduced
Murphy & Mullick Capital Management Corp9$2450.00%+9New
Luken Investment Analytics, LLC10$2720.00%+10New
Davis Capital Management10$2720.00%+10New
Kilter Group LLC12$3270.00%−7−36.8%Reduced
West Branch Capital LLC14$3810.00%00.0%Unchanged
Nemes Rush Group LLC16$4350.00%+16New
Beaird Harris Wealth Management, LLC17$4630.00%00.0%Unchanged
Seneschal Advisors, LLC17$4630.00%00.0%Unchanged
Turning Point Benefit Group, Inc.19$5160.00%−6−24.0%Reduced
Prestige Wealth Management Group LLC21$5710.00%00.0%Unchanged
Quaker Wealth Management, LLC21$5710.00%+2+10.5%Added
Highline Wealth Partners LLC24$6530.00%−53−68.8%Reduced
Principia Wealth Advisory, LLC24$6530.00%+4+20.0%Added
Optima Capital LLC24$6530.00%+24New
American Capital Advisory, LLC27$7350.00%+16+145.5%Added
Toth Financial Advisory Corp28$7620.00%+28New
Prosperity Bancshares Inc29$7890.00%+29New
Wealth Enhancement Trust Services, Inc.29$7890.00%+29New
Rakuten Securities, Inc.30$8160.00%−270−90.0%Reduced
Evelyn Partners Investment Management LLP30$8160.00%00.0%Unchanged
Elevated Capital Advisors, LLC32$8700.00%+32New
Key Financial Inc34$9240.00%00.0%Unchanged
NVWM, LLC34$9240.00%+5+17.2%Added
Winnow Wealth LLC33$9240.00%+19+135.7%Added
Clayton Financial Group LLC34$9250.00%+34New
First Command Advisory Services, Inc.35$9520.00%00.0%Unchanged
HFM Investment Advisors, LLC36$9790.00%−2−5.3%Reduced
CBIZ Investment Advisory Services, LLC36$9790.00%+36New
Smithfield Trust Co34$1.00K0.00%−466−93.2%Reduced
Activest Wealth Management37$1.01K0.00%+12+48.0%Added
1015 Capital Partners, LLC38$1.03K0.00%+38New
S&T Bank45$1.22K0.00%−184−80.3%Reduced
Johnson Financial Group, Inc.45$1.22K0.00%−27−37.5%Reduced
Raffa Wealth Management, LLC46$1.25K0.00%00.0%Unchanged
Bogart Wealth, LLC47$1.28K0.00%+47New
Cornerstone Financial Management LLC49$1.33K0.00%+49New
Rialto Wealth Management, LLC52$1.41K0.00%−2−3.7%Reduced
Sachetta, LLC55$1.50K0.00%−205−78.8%Reduced
Ares Financial Consulting, LLC57$1.56K0.00%+57New
Aspect Partners, LLC59$1.60K0.00%00.0%Unchanged
WealthCollab, LLC62$1.69K0.00%+62New
Aventura Private Wealth, LLC63$1.71K0.00%+10+18.9%Added
Bay Harbor Wealth Management, LLC66$1.79K0.00%+31+88.6%Added
SHP Wealth Management66$1.81K0.00%+66New
Manchester Capital Management LLC71$1.93K0.00%−91−56.2%Reduced
TD Capital Management LLC74$2.02K0.00%00.0%Unchanged
Bayban83$2.26K0.00%+83New
Abound Wealth Management97$2.64K0.00%00.0%Unchanged
Horizon Financial Services, LLC99$2.69K0.00%−90−47.6%Reduced
Concord Wealth Partners100$2.72K0.00%00.0%Unchanged
City State Bank100$2.72K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.103$2.80K0.00%−5−4.6%Reduced
Rossby Financial, LCC104$2.83K0.00%+35+50.7%Added
DT Investment Partners, LLC106$2.88K0.00%00.0%Unchanged
IFC & Insurance Marketing, Inc.107$3.00K0.00%+107New
Merrithew & Thorsten Inc142$3.00K0.00%+142New
Mowery & Schoenfeld Wealth Management, LLC111$3.03K0.00%+31+38.8%Added
Marquette Asset Management, LLC112$3.05K0.00%+3+2.8%Added
Private Trust Co NA113$3.07K0.00%−52−31.5%Reduced
Blueline Advisors LLC116$3.15K0.00%+116New
Howard Hughes Medical Institute121$3.29K0.00%+1+0.8%Added
SJS Investment Consulting Inc.121$3.29K0.00%−1,629−93.1%Reduced
Grove Bank & Trust131$3.56K0.00%00.0%Unchanged
Oakworth Capital, Inc.145$3.94K0.00%00.0%Unchanged
Bell Investment Advisors, Inc146$3.97K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd163$4.00K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC150$4.08K0.00%−87−36.7%Reduced
MV Capital Management, Inc.167$4.54K0.00%+4+2.5%Added
Spire Wealth Management169$4.58K0.00%−909−84.3%Reduced
Wealth Watch Advisors, INC171$4.65K0.00%+47+37.9%Added
GW&K Investment Management, LLC199$5.00K0.00%+34+20.6%Added
Elyxium Wealth, LLC188$5.11K0.00%+188New
Strategic Investment Solutions, Inc.200$5.44K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.203$5.51K0.00%+168+480.0%Added
High Note Wealth, LLC206$5.60K0.00%−5−2.4%Reduced
Newbridge Financial Services Group, Inc.206$5.60K0.00%+206New
Harbor Asset Planning, Inc.208$5.65K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd223$6.06K0.00%00.0%Unchanged
Westfuller Advisors, LLC252$6.85K0.00%−140−35.7%Reduced
Pinnacle Wealth Planning Services, Inc.273$7.42K0.00%+273New
United Community Bank282$7.67K0.00%+282New
Fortitude Family Office, LLC293$7.97K0.00%+2+0.7%Added
Ancora Advisors, LLC299$8.13K0.00%00.0%Unchanged
Costello Asset Management, INC300$8.16K0.00%00.0%Unchanged
Bullock Wealth Management Group309$8.41K0.00%+1+0.3%Added
Ogorek Anthony Joseph356$9.00K0.00%−10−2.7%Reduced
Rothschild Investment LLC345$9.38K0.00%+136+65.1%Added
Bruce G. Allen Investments, LLC350$9.52K0.01%00.0%Unchanged
Torren Management, LLC362$9.84K0.01%+362New
Capital Advisors, Ltd. LLC365$10.0K0.00%00.0%Unchanged