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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 14,762 | $401.4K | 0.00% | +4,289+41.0% | Added |
| VARCOV Co. | 14,755 | $401.2K | 0.16% | +14,755 | New |
| Intesa Sanpaolo S.p.A. | 14,486 | $398.3K | 0.03% | +14,486 | New |
| United Capital Financial Advisers, LLC | 14,615 | $397.4K | 0.00% | +6,190+73.5% | Added |
| CenterBook Partners LP | 14,577 | $396.3K | 0.02% | −31,957−68.7% | Reduced |
| Inscription Capital, LLC | 14,246 | $387.3K | 0.04% | −26,636−65.2% | Reduced |
| Prelude Capital Management, LLC | 14,225 | $386.8K | 0.03% | +14,225 | New |
| SRS Capital Advisors, Inc. | 14,048 | $382.0K | 0.01% | −16,585−54.1% | Reduced |
| First Horizon Corp | 14,045 | $381.9K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 14,000 | $380.7K | 0.02% | +14,000 | New |
| Ashton Thomas Private Wealth, LLC | 14,000 | $380.6K | 0.01% | +1,391+11.0% | Added |
| Stifel Financial Corp | 13,986 | $380.3K | 0.00% | −8,427−37.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 13,730 | $373.3K | 0.21% | +13,730 | New |
| Hanson & Doremus Investment Management | 13,694 | $372.0K | 0.04% | −250−1.8% | Reduced |
| Fort Washington Investment Advisors Inc | 13,472 | $366.3K | 0.00% | +2,999+28.6% | Added |
| D.A. Davidson & Co. | 13,421 | $364.9K | 0.00% | −1,684−11.1% | Reduced |
| Versant Capital Management, Inc | 13,417 | $364.8K | 0.05% | −2,207−14.1% | Reduced |
| Atomi Financial Group, Inc. | 13,257 | $360.5K | 0.01% | +1,541+13.2% | Added |
| STRS Ohio | 13,160 | $357.8K | 0.00% | +23+0.2% | Added |
| MML Investors Services, LLC | 13,134 | $357.1K | 0.00% | −494−3.6% | Reduced |
| Calamos Wealth Management LLC | 13,112 | $356.5K | 0.01% | +528+4.2% | Added |
| Canada Post Corp Registered Pension Plan | 13,028 | $354.2K | 0.01% | −36,816−73.9% | Reduced |
| RSM US Wealth Management LLC | 12,573 | $345.3K | 0.00% | +1,387+12.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,685 | $345.0K | 0.00% | +488+4.0% | Added |
| Platform Technology Partners | 12,659 | $344.2K | 0.07% | +301+2.4% | Added |
| Perpetual Ltd | 12,502 | $339.9K | 0.00% | +12,502 | New |
| Groupama Asset Managment | 12,479 | $339.3K | 0.00% | −1,295−9.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,389 | $336.9K | 0.01% | +12,389 | New |
| Benchmark Financial Wealth Advisors, LLC | 12,309 | $334.7K | 0.10% | +24+0.2% | Added |
| Citizens Financial Group Inc | 12,238 | $332.7K | 0.00% | +678+5.9% | Added |
| Fifth Third Bancorp | 12,110 | $329.3K | 0.00% | +66+0.5% | Added |
| Quadrant Capital Group LLC | 11,834 | $321.8K | 0.01% | +102+0.9% | Added |
| Coldstream Capital Management Inc | 11,575 | $314.7K | 0.00% | −379−3.2% | Reduced |
| Johnson Investment Counsel Inc | 11,258 | $306.1K | 0.00% | −2,600−18.8% | Reduced |
| Crestwood Advisors Group LLC | 11,232 | $305.4K | 0.01% | +11,232 | New |
| Brown Brothers Harriman & Co | 11,105 | $301.9K | 0.00% | +9,349+532.4% | Added |
| Assetmark, Inc | 11,102 | $301.9K | 0.00% | −808−6.8% | Reduced |
| Edgestream Partners, L.P. | 11,062 | $300.8K | 0.01% | −6,043−35.3% | Reduced |
| Optas, LLC | 10,850 | $295.0K | 0.05% | +1,704+18.6% | Added |
| Camden Capital, LLC | 10,530 | $286.3K | 0.02% | +1,021+10.7% | Added |
| Cookson Peirce & Co Inc | 10,435 | $283.7K | 0.01% | −231,326−95.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,430 | $283.6K | 0.01% | +10,430 | New |
| Freestone Grove Partners LP | 10,331 | $280.9K | 0.00% | +1,760+20.5% | Added |
| Vontobel Holding Ltd. | 10,329 | $280.8K | 0.00% | −85,507−89.2% | Reduced |
| J. Team Financial, Inc. | 10,280 | $279.5K | 0.28% | −31−0.3% | Reduced |
| Advisors Capital Management, LLC | 10,207 | $277.5K | 0.00% | +323+3.3% | Added |
| PFG Investments, LLC | 9,928 | $269.9K | 0.01% | +14+0.1% | Added |
| V-Square Quantitative Management LLC | 9,862 | $268.1K | 0.03% | +9,862 | New |
| Tema ETFs LLC | 9,728 | $264.5K | 0.02% | −28−0.3% | Reduced |
| NewEdge Wealth, LLC | 9,531 | $259.1K | 0.00% | +9,531 | New |
| Beacon Pointe Advisors, LLC | 9,523 | $258.9K | 0.00% | +1,196+14.4% | Added |
| Severin Investments, LLC | 9,495 | $258.2K | 0.23% | −811−7.9% | Reduced |
| Cornerstone Wealth Management, LLC | 9,445 | $256.8K | 0.01% | +19+0.2% | Added |
| Outlook Wealth Advisors, LLC | 9,413 | $255.9K | 0.06% | +167+1.8% | Added |
| TCG Advisory Services, LLC | 9,412 | $255.9K | 0.01% | −10,354−52.4% | Reduced |
| Martingale Asset Management L P | 9,350 | $254.2K | 0.01% | −81,897−89.8% | Reduced |
| Ballentine Partners, LLC | 9,327 | $253.6K | 0.00% | −2,735−22.7% | Reduced |
| ISAM Funds (UK) Ltd | 9,096 | $247.3K | 0.09% | −16,034−63.8% | Reduced |
| Cresset Asset Management, LLC | 8,948 | $243.3K | 0.00% | −2,089−18.9% | Reduced |
| TCW Group Inc | 8,932 | $242.9K | 0.00% | +8,932 | New |
| CWM, LLC | 8,810 | $240.0K | 0.00% | +30.0% | Added |
| Evergreen Capital Management LLC | 8,788 | $238.9K | 0.01% | −6,193−41.3% | Reduced |
| State of Wyoming | 8,772 | $238.5K | 0.03% | +3,236+58.5% | Added |
| Parallel Advisors, LLC | 8,732 | $237.4K | 0.00% | +418+5.0% | Added |
| Patton Fund Management, Inc. | 8,720 | $237.1K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,694 | $236.4K | 0.00% | +274+3.3% | Added |
| FJ Capital Management LLC | 8,661 | $235.5K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 8,599 | $233.8K | 0.04% | +8,599 | New |
| Profund Advisors LLC | 8,503 | $231.2K | 0.01% | −1,410−14.2% | Reduced |
| Meeder Advisory Services, Inc. | 8,486 | $230.7K | 0.01% | +8,486 | New |
| Gateway Wealth Partners, LLC | 8,430 | $229.2K | 0.03% | +1,000+13.5% | Added |
| Global Endowment Management, LP | 8,420 | $229.0K | 0.03% | −4,648−35.6% | Reduced |
| PeakShares LLC | 8,402 | $228.4K | 0.22% | +8,402 | New |
| Balyasny Asset Management LLC | 8,399 | $228.4K | 0.00% | +8,399 | New |
| QRG Capital Management, Inc. | 8,376 | $227.8K | 0.00% | −8,820−51.3% | Reduced |
| Skopos Labs, Inc. | 8,051 | $222.0K | 0.01% | +8,051 | 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 |
| Personal Cfo Solutions, LLC | 7,975 | $216.8K | 0.03% | +7,975 | New |
| Quest Partners LLC | 7,934 | $215.7K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 7,816 | $213.0K | 0.02% | −18−0.2% | Reduced |
| CWA Asset Management Group, LLC | 7,832 | $213.0K | 0.01% | +7,832 | New |
| Brand Asset Management Group, Inc. | 7,772 | $211.3K | 0.06% | +7,772 | New |
| Fisher Asset Management, LLC | 7,735 | $210.3K | 0.00% | +430+5.9% | Added |
| Van Hulzen Asset Management, LLC | 7,711 | $209.7K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 7,710 | $209.6K | 0.00% | +137+1.8% | Added |
| Atria Investments LLC | 7,620 | $207.2K | 0.00% | +7,620 | New |
| Applied Finance Capital Management, LLC | 7,617 | $207.1K | 0.01% | +7,617 | New |
| Exchange Traded Concepts, LLC | 7,361 | $200.1K | 0.00% | −793−9.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,344 | $199.7K | 0.00% | −1,365−15.7% | Reduced |
| Rockefeller Capital Management L.P. | 7,151 | $194.5K | 0.00% | +1,989+38.5% | Added |
| Siemens Fonds Invest GmbH | 7,040 | $193.3K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 7,100 | $193.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,849 | $186.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 6,454 | $175.5K | 0.00% | +1,123+21.1% | Added |
| Allworth Financial LP | 6,427 | $174.8K | 0.00% | +23+0.4% | Added |
| South Dakota Investment Council | 6,200 | $169.0K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 5,785 | $157.3K | 0.17% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 5,751 | $156.4K | 0.04% | +5,751 | New |
| Hantz Financial Services, Inc. | 5,696 | $155.0K | 0.00% | +980+20.8% | Added |