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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 7,361 | $200.1K | 0.00% | −793−9.7% | Reduced |
| Applied Finance Capital Management, LLC | 7,617 | $207.1K | 0.01% | +7,617 | New |
| Atria Investments LLC | 7,620 | $207.2K | 0.00% | +7,620 | New |
| Sanctuary Advisors, LLC | 7,710 | $209.6K | 0.00% | +137+1.8% | Added |
| Van Hulzen Asset Management, LLC | 7,711 | $209.7K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 7,735 | $210.3K | 0.00% | +430+5.9% | Added |
| Brand Asset Management Group, Inc. | 7,772 | $211.3K | 0.06% | +7,772 | New |
| CWA Asset Management Group, LLC | 7,832 | $213.0K | 0.01% | +7,832 | New |
| Claret Asset Management Corp | 7,816 | $213.0K | 0.02% | −18−0.2% | Reduced |
| Quest Partners LLC | 7,934 | $215.7K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 7,975 | $216.8K | 0.03% | +7,975 | New |
| Bayesian Capital Management, LP | 8,000 | $217.5K | 0.50% | +8,000 | New |
| Buckland Partners Management Co LLC | 8,000 | $217.5K | 0.12% | +8,000 | New |
| Skopos Labs, Inc. | 8,051 | $222.0K | 0.01% | +8,051 | New |
| QRG Capital Management, Inc. | 8,376 | $227.8K | 0.00% | −8,820−51.3% | Reduced |
| Balyasny Asset Management LLC | 8,399 | $228.4K | 0.00% | +8,399 | New |
| PeakShares LLC | 8,402 | $228.4K | 0.22% | +8,402 | New |
| Global Endowment Management, LP | 8,420 | $229.0K | 0.03% | −4,648−35.6% | Reduced |
| Gateway Wealth Partners, LLC | 8,430 | $229.2K | 0.03% | +1,000+13.5% | Added |
| Meeder Advisory Services, Inc. | 8,486 | $230.7K | 0.01% | +8,486 | New |
| Profund Advisors LLC | 8,503 | $231.2K | 0.01% | −1,410−14.2% | Reduced |
| Childress Capital Advisors, LLC | 8,599 | $233.8K | 0.04% | +8,599 | New |
| FJ Capital Management LLC | 8,661 | $235.5K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,694 | $236.4K | 0.00% | +274+3.3% | Added |
| Patton Fund Management, Inc. | 8,720 | $237.1K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,732 | $237.4K | 0.00% | +418+5.0% | Added |
| State of Wyoming | 8,772 | $238.5K | 0.03% | +3,236+58.5% | Added |
| Evergreen Capital Management LLC | 8,788 | $238.9K | 0.01% | −6,193−41.3% | Reduced |
| CWM, LLC | 8,810 | $240.0K | 0.00% | +30.0% | Added |
| TCW Group Inc | 8,932 | $242.9K | 0.00% | +8,932 | New |
| Cresset Asset Management, LLC | 8,948 | $243.3K | 0.00% | −2,089−18.9% | Reduced |
| ISAM Funds (UK) Ltd | 9,096 | $247.3K | 0.09% | −16,034−63.8% | Reduced |
| Ballentine Partners, LLC | 9,327 | $253.6K | 0.00% | −2,735−22.7% | Reduced |
| Martingale Asset Management L P | 9,350 | $254.2K | 0.01% | −81,897−89.8% | Reduced |
| TCG Advisory Services, LLC | 9,412 | $255.9K | 0.01% | −10,354−52.4% | Reduced |
| Outlook Wealth Advisors, LLC | 9,413 | $255.9K | 0.06% | +167+1.8% | Added |
| Cornerstone Wealth Management, LLC | 9,445 | $256.8K | 0.01% | +19+0.2% | Added |
| Severin Investments, LLC | 9,495 | $258.2K | 0.23% | −811−7.9% | Reduced |
| Beacon Pointe Advisors, LLC | 9,523 | $258.9K | 0.00% | +1,196+14.4% | Added |
| NewEdge Wealth, LLC | 9,531 | $259.1K | 0.00% | +9,531 | New |
| Tema ETFs LLC | 9,728 | $264.5K | 0.02% | −28−0.3% | Reduced |
| V-Square Quantitative Management LLC | 9,862 | $268.1K | 0.03% | +9,862 | New |
| PFG Investments, LLC | 9,928 | $269.9K | 0.01% | +14+0.1% | Added |
| Advisors Capital Management, LLC | 10,207 | $277.5K | 0.00% | +323+3.3% | Added |
| J. Team Financial, Inc. | 10,280 | $279.5K | 0.28% | −31−0.3% | Reduced |
| Vontobel Holding Ltd. | 10,329 | $280.8K | 0.00% | −85,507−89.2% | Reduced |
| Freestone Grove Partners LP | 10,331 | $280.9K | 0.00% | +1,760+20.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,430 | $283.6K | 0.01% | +10,430 | New |
| Cookson Peirce & Co Inc | 10,435 | $283.7K | 0.01% | −231,326−95.7% | Reduced |
| Camden Capital, LLC | 10,530 | $286.3K | 0.02% | +1,021+10.7% | Added |
| Optas, LLC | 10,850 | $295.0K | 0.05% | +1,704+18.6% | Added |
| Edgestream Partners, L.P. | 11,062 | $300.8K | 0.01% | −6,043−35.3% | Reduced |
| Assetmark, Inc | 11,102 | $301.9K | 0.00% | −808−6.8% | Reduced |
| Brown Brothers Harriman & Co | 11,105 | $301.9K | 0.00% | +9,349+532.4% | Added |
| Crestwood Advisors Group LLC | 11,232 | $305.4K | 0.01% | +11,232 | New |
| Johnson Investment Counsel Inc | 11,258 | $306.1K | 0.00% | −2,600−18.8% | Reduced |
| Coldstream Capital Management Inc | 11,575 | $314.7K | 0.00% | −379−3.2% | Reduced |
| Quadrant Capital Group LLC | 11,834 | $321.8K | 0.01% | +102+0.9% | Added |
| Fifth Third Bancorp | 12,110 | $329.3K | 0.00% | +66+0.5% | Added |
| Citizens Financial Group Inc | 12,238 | $332.7K | 0.00% | +678+5.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 12,309 | $334.7K | 0.10% | +24+0.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,389 | $336.9K | 0.01% | +12,389 | New |
| Groupama Asset Managment | 12,479 | $339.3K | 0.00% | −1,295−9.4% | Reduced |
| Perpetual Ltd | 12,502 | $339.9K | 0.00% | +12,502 | New |
| Platform Technology Partners | 12,659 | $344.2K | 0.07% | +301+2.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,685 | $345.0K | 0.00% | +488+4.0% | Added |
| RSM US Wealth Management LLC | 12,573 | $345.3K | 0.00% | +1,387+12.4% | Added |
| Canada Post Corp Registered Pension Plan | 13,028 | $354.2K | 0.01% | −36,816−73.9% | Reduced |
| Calamos Wealth Management LLC | 13,112 | $356.5K | 0.01% | +528+4.2% | Added |
| MML Investors Services, LLC | 13,134 | $357.1K | 0.00% | −494−3.6% | Reduced |
| STRS Ohio | 13,160 | $357.8K | 0.00% | +23+0.2% | Added |
| Atomi Financial Group, Inc. | 13,257 | $360.5K | 0.01% | +1,541+13.2% | Added |
| Versant Capital Management, Inc | 13,417 | $364.8K | 0.05% | −2,207−14.1% | Reduced |
| D.A. Davidson & Co. | 13,421 | $364.9K | 0.00% | −1,684−11.1% | Reduced |
| Fort Washington Investment Advisors Inc | 13,472 | $366.3K | 0.00% | +2,999+28.6% | Added |
| Hanson & Doremus Investment Management | 13,694 | $372.0K | 0.04% | −250−1.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 13,730 | $373.3K | 0.21% | +13,730 | New |
| Stifel Financial Corp | 13,986 | $380.3K | 0.00% | −8,427−37.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 14,000 | $380.6K | 0.01% | +1,391+11.0% | Added |
| Aprio Wealth Management, LLC | 14,000 | $380.7K | 0.02% | +14,000 | New |
| First Horizon Corp | 14,045 | $381.9K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14,048 | $382.0K | 0.01% | −16,585−54.1% | Reduced |
| Prelude Capital Management, LLC | 14,225 | $386.8K | 0.03% | +14,225 | New |
| Inscription Capital, LLC | 14,246 | $387.3K | 0.04% | −26,636−65.2% | Reduced |
| CenterBook Partners LP | 14,577 | $396.3K | 0.02% | −31,957−68.7% | Reduced |
| United Capital Financial Advisers, LLC | 14,615 | $397.4K | 0.00% | +6,190+73.5% | Added |
| Intesa Sanpaolo S.p.A. | 14,486 | $398.3K | 0.03% | +14,486 | New |
| VARCOV Co. | 14,755 | $401.2K | 0.16% | +14,755 | New |
| Kestra Advisory Services, LLC | 14,762 | $401.4K | 0.00% | +4,289+41.0% | Added |
| Forum Financial Management, LP | 14,998 | $407.8K | 0.01% | +2,137+16.6% | Added |
| MUFG Securities Americas Inc. | 15,119 | $411.1K | 0.03% | +60.0% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 15,150 | $411.9K | 0.00% | +15,150 | New |
| Securian Asset Management, Inc | 15,260 | $414.9K | 0.02% | −11,805−43.6% | Reduced |
| Moors & Cabot, Inc. | 15,321 | $416.6K | 0.02% | +15,321 | New |
| Meiji Yasuda Asset Management Co Ltd. | 15,334 | $416.9K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15,428 | $419.5K | 0.01% | +13,976+962.5% | Added |
| Advisory Alpha, LLC | 15,538 | $422.5K | 0.01% | +3,358+27.6% | Added |
| Kera Capital Partners, Inc. | 17,788 | $426.7K | 0.05% | +4,479+33.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 16,050 | $436.4K | 0.11% | +1,700+11.8% | Added |
| Modern Wealth Management, LLC | 16,052 | $436.5K | 0.01% | +80.0% | Added |