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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 5,309 | $144.4K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,288 | $144.0K | 0.00% | +1,507+39.9% | Added |
| Huntington National Bank | 5,216 | $141.8K | 0.00% | +448+9.4% | Added |
| Kemnay Advisory Services Inc. | 5,140 | $139.8K | 0.02% | +5,140 | New |
| Eastern Bank | 4,881 | $132.7K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4,600 | $125.1K | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 4,470 | $121.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,316 | $117.4K | 0.00% | −76−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,290 | $116.6K | 0.00% | −19,039−81.6% | Reduced |
| Farther Finance Advisors, LLC | 4,195 | $114.0K | 0.00% | +943+29.0% | Added |
| Deseret Mutual Benefit Administrators | 4,160 | $113.1K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,833 | $104.2K | 0.00% | −48−1.2% | Reduced |
| Covestor Ltd | 3,295 | $90.0K | 0.05% | +10.0% | Added |
| Quarry LP | 3,299 | $89.7K | 0.01% | +3,299 | New |
| AdvisorNet Financial, Inc | 3,176 | $86.3K | 0.00% | +10.0% | Added |
| Jones Financial Companies LLLP | 3,119 | $84.8K | 0.00% | +10.0% | Added |
| Heritage Wealth Advisors | 3,005 | $81.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,994 | $81.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,949 | $80.2K | 0.00% | +439+17.5% | Added |
| Intact Investment Management Inc. | 2,900 | $78.9K | 0.00% | +2,900 | New |
| Bryn Mawr Trust Co | 2,851 | $77.5K | 0.00% | −141−4.7% | Reduced |
| HHM Wealth Advisors, LLC | 2,780 | $75.6K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,688 | $73.1K | 0.00% | +367+15.8% | Added |
| Montag A & Associates Inc | 2,400 | $65.3K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,354 | $64.0K | 0.03% | −5,647−70.6% | Reduced |
| Harbour Investments, Inc. | 2,322 | $63.1K | 0.00% | −77−3.2% | Reduced |
| Larson Financial Group LLC | 2,299 | $62.5K | 0.00% | +44+2.0% | Added |
| Clearstead Advisors, LLC | 2,263 | $61.5K | 0.00% | +1,040+85.0% | Added |
| Massmutual Trust Co FSB | 2,223 | $60.4K | 0.00% | +414+22.9% | Added |
| Bayforest Capital Ltd | 2,130 | $57.9K | 0.04% | +711+50.1% | Added |
| Dunhill Financial, LLC | 1,950 | $53.0K | 0.01% | +7+0.4% | Added |
| TSFG, LLC | 1,959 | $53.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,818 | $49.4K | 0.04% | −131−6.7% | Reduced |
| Zions Bancorporation, National Association | 1,793 | $48.8K | 0.00% | −69−3.7% | Reduced |
| Cromwell Holdings LLC | 1,770 | $48.1K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,701 | $46.3K | 0.00% | −55−3.1% | Reduced |
| Teachers Insurance & Annuity Association of America | 1,680 | $45.7K | 0.05% | 00.0% | Unchanged |
| Onefund, LLC | 1,628 | $44.3K | 0.03% | +89+5.8% | Added |
| Basecamp Wealth Advisors LLC | 1,601 | $43.5K | 0.01% | +1,601 | New |
| Steward Partners Investment Advisory, LLC | 1,544 | $42.0K | 0.00% | +381+32.8% | Added |
| TD Private Client Wealth LLC | 1,539 | $41.8K | 0.00% | +611+65.8% | Added |
| Umb Bank N A | 1,514 | $41.2K | 0.00% | +41+2.8% | Added |
| ORG Partners LLC | 1,455 | $39.6K | 0.01% | +250+20.7% | Added |
| Sentry Investment Management LLC | 1,286 | $35.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,200 | $32.6K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,171 | $31.8K | 0.00% | +311+36.2% | Added |
| Truvestments Capital LLC | 1,128 | $30.7K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,117 | $30.4K | 0.00% | +17+1.5% | Added |
| Ionic Capital Management LLC | 1,116 | $30.3K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,108 | $29.0K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 1,009 | $27.4K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,004 | $27.3K | 0.00% | +1,004 | New |
| Brown, Lisle/Cummings, Inc. | 976 | $26.5K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 951 | $25.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 949 | $25.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 832 | $22.6K | 0.00% | −2,941−77.9% | Reduced |
| JFS Wealth Advisors, LLC | 804 | $21.9K | 0.00% | +176+28.0% | Added |
| Silicon Valley Capital Partners | 803 | $21.8K | 0.00% | +3+0.4% | Added |
| Pingora Partners LLC | 800 | $21.8K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 784 | $21.3K | 0.00% | +784 | New |
| Parkside Financial Bank & Trust | 759 | $20.6K | 0.00% | +139+22.4% | Added |
| Keating Financial Advisory Services, Inc. | 744 | $20.2K | 0.00% | +744 | New |
| Caldwell Trust Co | 740 | $20.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 730 | $19.8K | 0.01% | −374−33.9% | Reduced |
| ZRC Wealth Management, LLC | 724 | $19.7K | 0.01% | +472+187.3% | Added |
| Smartleaf Asset Management LLC | 654 | $18.0K | 0.00% | −4−0.6% | Reduced |
| SageView Advisory Group, LLC | 644 | $17.5K | 0.00% | +644 | New |
| Whittier Trust Co | 658 | $17.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 621 | $16.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 594 | $15.5K | 0.00% | +456+330.4% | Added |
| Hazlett, Burt & Watson, Inc. | 541 | $15.0K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 546 | $14.8K | 0.01% | +546 | New |
| Generali Asset Management SPA SGR | 536 | $14.6K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 505 | $13.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $13.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 494 | $13.4K | 0.00% | +1+0.2% | Added |
| American National Bank | 481 | $13.1K | 0.00% | +481 | New |
| Fideuram Asset Management (Ireland) dac | 482 | $12.9K | 0.00% | +482 | New |
| Atlantic Trust, LLC | 460 | $12.5K | 0.00% | +93+25.3% | Added |
| Pinnacle Bancorp, Inc. | 459 | $12.5K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 450 | $12.2K | 0.00% | +450 | New |
| Cornerstone Planning Group LLC | 485 | $12.0K | 0.00% | −1−0.2% | Reduced |
| Anfield Capital Management, LLC | 420 | $11.4K | 0.00% | +275+189.7% | Added |
| Quintet Private Bank (Europe) S.A. | 400 | $10.9K | 0.00% | +400 | New |
| Farmers & Merchants Investments Inc | 394 | $10.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 386 | $10.5K | 0.00% | +356+1,186.7% | Added |
| McIlrath & Eck, LLC | 381 | $10.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 374 | $10.2K | 0.00% | −117−23.8% | Reduced |
| Signature Resources Capital Management, LLC | 370 | $10.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 365 | $10.0K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 362 | $9.84K | 0.01% | +362 | New |
| Bruce G. Allen Investments, LLC | 350 | $9.52K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 345 | $9.38K | 0.00% | +136+65.1% | Added |
| Ogorek Anthony Joseph | 356 | $9.00K | 0.00% | −10−2.7% | Reduced |
| Bullock Wealth Management Group | 309 | $8.41K | 0.00% | +1+0.3% | Added |
| Costello Asset Management, INC | 300 | $8.16K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 299 | $8.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 293 | $7.97K | 0.00% | +2+0.7% | Added |
| United Community Bank | 282 | $7.67K | 0.00% | +282 | New |
| Pinnacle Wealth Planning Services, Inc. | 273 | $7.42K | 0.00% | +273 | New |