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, Q1 2026
Institutional positions in Gen Digital Inc. as of Mar 31, 2026. 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
- 673
- −6 vs. Q4 2025
- Shares held
- 529.0M
- +71.3M (+15.6%) vs. Q4 2025
- Total value
- $9.98B
- −$2.46B (−19.8%) vs. Q4 2025
- New holders
- 104
- 259 more added
- Sold out
- 110
- 229 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 7,907 | $148.9K | 0.00% | +1,480+23.0% | Added |
| ORG Wealth Partners, LLC | 8,223 | $154.8K | 0.03% | +2,472+43.0% | Added |
| Parallel Advisors, LLC | 8,288 | $156.1K | 0.00% | −444−5.1% | Reduced |
| Farther Finance Advisors, LLC | 8,552 | $160.0K | 0.00% | +4,357+103.9% | Added |
| PeakShares LLC | 8,672 | $163.3K | 0.15% | +270+3.2% | Added |
| Assetmark, Inc | 8,724 | $164.3K | 0.00% | −2,378−21.4% | Reduced |
| Horizon Investments, LLC | 9,110 | $171.5K | 0.00% | +416+4.8% | Added |
| Cresset Asset Management, LLC | 9,245 | $174.1K | 0.00% | +297+3.3% | Added |
| New Age Alpha Advisors, LLC | 9,366 | $176.4K | 0.01% | +4,896+109.5% | Added |
| Quarry LP | 9,460 | $178.1K | 0.04% | +6,161+186.8% | Added |
| Tema ETFs LLC | 9,777 | $184.1K | 0.01% | +49+0.5% | Added |
| CWM, LLC | 9,874 | $185.9K | 0.00% | +1,064+12.1% | Added |
| Advisors Capital Management, LLC | 10,063 | $189.5K | 0.00% | −144−1.4% | Reduced |
| State of Wyoming | 10,153 | $191.2K | 0.02% | +1,381+15.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,332 | $194.6K | 0.00% | +6,042+140.8% | Added |
| Intesa Sanpaolo S.p.A. | 10,586 | $196.0K | 0.01% | −3,900−26.9% | Reduced |
| Keybank National Association | 10,446 | $196.7K | 0.00% | +10,446 | New |
| Personal Cfo Solutions, LLC | 10,759 | $202.6K | 0.03% | +2,784+34.9% | Added |
| Coldstream Capital Management Inc | 11,242 | $211.7K | 0.00% | −333−2.9% | Reduced |
| Inceptionr LLC | 11,353 | $213.8K | 0.05% | +11,353 | New |
| Cookson Peirce & Co Inc | 11,640 | $219.2K | 0.01% | +1,205+11.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 11,678 | $219.9K | 0.06% | −631−5.1% | Reduced |
| Global Endowment Management, LP | 11,715 | $221.0K | 0.02% | +3,295+39.1% | Added |
| CIBC World Markets Inc. | 11,790 | $222.0K | 0.00% | −47,702−80.2% | Reduced |
| Inscription Capital, LLC | 11,860 | $223.3K | 0.02% | −2,386−16.7% | Reduced |
| Stifel Financial Corp | 11,983 | $225.6K | 0.00% | −2,003−14.3% | Reduced |
| Winton Group Ltd | 12,126 | $228.3K | 0.01% | +12,126 | New |
| CenterBook Partners LP | 12,462 | $234.7K | 0.01% | −2,115−14.5% | Reduced |
| Syon Capital LLC | 12,497 | $235.3K | 0.01% | −12,650−50.3% | Reduced |
| V-Square Quantitative Management LLC | 12,628 | $237.8K | 0.03% | +2,766+28.0% | Added |
| Beacon Pointe Advisors, LLC | 12,629 | $237.8K | 0.00% | +3,106+32.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,918 | $243.0K | 0.00% | +233+1.8% | Added |
| Oslo Pensjonsforsikring AS | 12,955 | $243.9K | 0.04% | +12,955 | New |
| Hanson & Doremus Investment Management | 12,949 | $244.0K | 0.03% | −745−5.4% | Reduced |
| CWA Asset Management Group, LLC | 13,054 | $245.8K | 0.01% | +5,222+66.7% | Added |
| STRS Ohio | 13,140 | $247.4K | 0.00% | −20−0.2% | Reduced |
| Severin Investments, LLC | 13,549 | $255.1K | 0.22% | +4,054+42.7% | Added |
| Leonteq Securities AG | 13,587 | $255.8K | 0.02% | −26,141−65.8% | Reduced |
| L2 Asset Management, LLC | 13,832 | $260.5K | 0.02% | −72,470−84.0% | Reduced |
| Boxwood Ventures, Inc. | 14,023 | $264.1K | 0.28% | +14,023 | New |
| D.A. Davidson & Co. | 14,100 | $265.5K | 0.00% | +679+5.1% | Added |
| Platform Technology Partners | 14,147 | $266.4K | 0.05% | +1,488+11.8% | Added |
| Greenleaf Trust | 14,177 | $267.0K | 0.00% | −4,022−22.1% | Reduced |
| Ostrum Asset Management | 14,398 | $271.1K | 0.02% | −15,550−51.9% | Reduced |
| Everhart Financial Group, Inc. | 14,486 | $272.8K | 0.02% | −2,238−13.4% | Reduced |
| Squarepoint Ops LLC | 14,651 | $275.9K | 0.00% | −29,675−66.9% | Reduced |
| Chicago Partners Investment Group LLC | 13,864 | $277.1K | 0.01% | −4,303−23.7% | Reduced |
| First Horizon Corp | 14,795 | $278.6K | 0.01% | +750+5.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,854 | $279.7K | 0.01% | −480−3.1% | Reduced |
| GTS Securities LLC | 14,903 | $280.6K | 0.01% | +14,903 | New |
| Securian Asset Management, Inc | 14,951 | $281.5K | 0.01% | −309−2.0% | Reduced |
| TCG Advisory Services, LLC | 15,091 | $284.2K | 0.01% | +5,679+60.3% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 15,150 | $285.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,163 | $285.5K | 0.00% | +401+2.7% | Added |
| E Fund Management Co., Ltd. | 15,213 | $286.5K | 0.01% | +15,213 | New |
| MUFG Securities Americas Inc. | 15,251 | $287.2K | 0.02% | +132+0.9% | Added |
| Nations Financial Group Inc, | 15,526 | $292.4K | 0.02% | −2,286−12.8% | Reduced |
| Metis Global Partners, LLC | 15,529 | $292.4K | 0.01% | −1,880−10.8% | Reduced |
| Guggenheim Capital LLC | 15,569 | $293.2K | 0.00% | −8,459−35.2% | Reduced |
| Man Group plc | 15,594 | $293.6K | 0.00% | −215,473−93.3% | Reduced |
| Osmosis Investment Management UK Ltd | 15,747 | $296.5K | 0.01% | −11,431−42.1% | Reduced |
| Modern Wealth Management, LLC | 15,913 | $297.7K | 0.01% | −139−0.9% | Reduced |
| Aristeia Capital LLC | 15,910 | $299.6K | 0.01% | +15,910 | New |
| Illinois Municipal Retirement Fund | 15,920 | $299.8K | 0.00% | −29,083−64.6% | Reduced |
| North Dakota State Investment Board | 16,060 | $302.4K | 0.01% | −2,835−15.0% | Reduced |
| Aprio Wealth Management, LLC | 16,090 | $303.0K | 0.02% | +2,090+14.9% | Added |
| Employees Retirement System of Texas | 16,068 | $303.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 16,411 | $309.0K | 0.38% | +8,411+105.1% | Added |
| Cornerstone Wealth Group, LLC | 15,578 | $310.2K | 0.02% | −2,290−12.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 16,472 | $310.2K | 0.00% | +169+1.0% | Added |
| Caitong International Asset Management Co., Ltd | 16,483 | $310.4K | 0.06% | +16,483 | New |
| Brown Brothers Harriman & Co | 16,529 | $311.2K | 0.00% | +5,424+48.8% | Added |
| MQS Management LLC | 16,582 | $312.2K | 0.21% | +16,582 | New |
| Wright Investors Service Inc | 16,585 | $312.3K | 0.10% | −530−3.1% | Reduced |
| Sterling Capital Management LLC | 16,857 | $317.4K | 0.01% | −12,603−42.8% | Reduced |
| Merit Financial Group, LLC | 16,867 | $317.6K | 0.00% | +257+1.5% | Added |
| Patton Fund Management, Inc. | 16,999 | $320.1K | 0.05% | +8,279+94.9% | Added |
| Institute for Wealth Management, LLC. | 17,071 | $321.5K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 17,218 | $324.0K | 0.01% | −39,963−69.9% | Reduced |
| M&T Bank Corp | 17,266 | $325.2K | 0.00% | +930+5.7% | Added |
| Perpetual Ltd | 17,320 | $326.1K | 0.01% | +4,818+38.5% | Added |
| GraniteShares Advisors LLC | 17,323 | $326.2K | 0.23% | −1,667−8.8% | Reduced |
| City National Bank of Florida | 17,544 | $330.4K | 0.20% | +17,544 | New |
| Balyasny Asset Management LLC | 17,603 | $331.5K | 0.00% | +9,204+109.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,636 | $332.1K | 0.01% | −295−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 17,651 | $332.4K | 0.00% | +1,441+8.9% | Added |
| Ifrah Financial Services, Inc. | 17,687 | $333.0K | 0.09% | −488−2.7% | Reduced |
| Gateway Wealth Partners, LLC | 17,717 | $333.6K | 0.01% | +9,287+110.2% | Added |
| Janney Montgomery Scott LLC | 17,744 | $334.0K | 0.00% | +1,350+8.2% | Added |
| HB Wealth Management, LLC | 17,754 | $334.3K | 0.00% | −2,318−11.5% | Reduced |
| Systematic Alpha Investments, LLC | 17,776 | $334.7K | 0.01% | 00.0% | Unchanged |
| Haven Private, LLC | 18,284 | $344.3K | 0.15% | −290−1.6% | Reduced |
| E. Ohman J:or Asset Management AB | 18,450 | $347.4K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 18,537 | $349.1K | 0.01% | +10,051+118.4% | Added |
| Everence Capital Management Inc | 18,820 | $354.0K | 0.02% | +275+1.5% | Added |
| Mirabella Financial Services LLP | 19,163 | $360.8K | 0.03% | +19,163 | New |
| AlphaGrep UK Ltd | 19,277 | $363.0K | 0.11% | +19,277 | New |
| Saudi Central Bank | 19,349 | $364.3K | 0.01% | +19,349 | New |
| Empirical Finance, LLC | 19,593 | $368.9K | 0.02% | −33−0.2% | Reduced |
| NBC Securities, Inc. | 19,747 | $371.8K | 0.03% | −4,661−19.1% | Reduced |