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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3,176 | $59.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,005 | $56.6K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,000 | $56.0K | 0.00% | +3,000 | New |
| Eastern Bank | 2,881 | $54.2K | 0.00% | −2,000−41.0% | Reduced |
| Westpac Banking Corp | 2,865 | $53.9K | 0.00% | −145,236−98.1% | Reduced |
| Bryn Mawr Trust Co | 2,775 | $52.3K | 0.00% | −76−2.7% | Reduced |
| Walleye Trading LLC | 2,651 | $49.9K | 0.00% | +2,651 | New |
| Larson Financial Group LLC | 2,557 | $48.1K | 0.00% | +258+11.2% | Added |
| Quent Capital, LLC | 2,518 | $47.4K | 0.00% | −476−15.9% | Reduced |
| Montag A & Associates Inc | 2,400 | $45.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,311 | $43.5K | 0.00% | −38,438−94.3% | Reduced |
| Weiss Asset Management LP | 2,174 | $40.9K | 0.00% | +2,174 | New |
| Curat Global, LLC | 2,125 | $40.0K | 0.04% | −3,660−63.3% | Reduced |
| Salem Investment Counselors Inc | 2,098 | $39.5K | 0.00% | +2,098 | New |
| Umb Bank N A | 2,074 | $39.1K | 0.00% | +560+37.0% | Added |
| Covestor Ltd | 2,047 | $39.0K | 0.03% | −1,248−37.9% | Reduced |
| Dunhill Financial, LLC | 2,011 | $37.9K | 0.01% | +61+3.1% | Added |
| TSFG, LLC | 1,959 | $37.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,801 | $33.9K | 0.02% | +31+1.8% | Added |
| WPG Advisers, LLC | 1,793 | $33.8K | 0.02% | −25−1.4% | Reduced |
| GWM Advisors LLC | 1,685 | $31.7K | 0.00% | −16−0.9% | Reduced |
| Teachers Insurance & Annuity Association of America | 1,680 | $31.6K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 1,543 | $28.9K | 0.02% | −85−5.2% | Reduced |
| Basecamp Wealth Advisors LLC | 1,423 | $26.8K | 0.01% | −178−11.1% | Reduced |
| TD Private Client Wealth LLC | 1,295 | $24.4K | 0.00% | −244−15.9% | Reduced |
| Root Financial Partners, LLC | 1,289 | $24.3K | 0.00% | −1,399−52.0% | Reduced |
| Parkside Financial Bank & Trust | 1,237 | $23.3K | 0.00% | +478+63.0% | Added |
| CoreCap Advisors, LLC | 1,200 | $22.6K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,190 | $22.4K | 0.00% | +1,190 | New |
| Zions Bancorporation, National Association | 1,175 | $22.1K | 0.00% | −618−34.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,123 | $21.8K | 0.00% | +15+1.4% | Added |
| Truvestments Capital LLC | 1,128 | $21.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,105 | $20.9K | 0.00% | +511+86.0% | Added |
| Acadian Asset Management LLC | 1,069 | $20.0K | 0.00% | +1,069 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,050 | $19.8K | 0.00% | +900+600.0% | Added |
| Massmutual Trust Co FSB | 1,028 | $19.4K | 0.00% | −1,195−53.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,009 | $19.0K | 0.01% | +1,000+11,111.1% | Added |
| International Assets Investment Management, LLC | 1,004 | $18.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 976 | $18.4K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 951 | $17.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 948 | $17.9K | 0.00% | −1−0.1% | Reduced |
| ZRC Wealth Management, LLC | 933 | $17.6K | 0.01% | +209+28.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 860 | $16.2K | 0.00% | −311−26.6% | Reduced |
| Silicon Valley Capital Partners | 808 | $15.2K | 0.00% | +5+0.6% | Added |
| Pingora Partners LLC | 800 | $15.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 772 | $14.5K | 0.00% | −32−4.0% | Reduced |
| Caldwell Trust Co | 740 | $13.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 650 | $12.8K | 0.00% | +165+34.0% | Added |
| Whittier Trust Co | 658 | $12.7K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 670 | $12.6K | 0.01% | +670 | New |
| Ancora Advisors, LLC | 645 | $12.1K | 0.00% | +346+115.7% | Added |
| Smartleaf Asset Management LLC | 657 | $12.0K | 0.00% | +3+0.5% | Added |
| Ogorek Anthony Joseph | 681 | $12.0K | 0.00% | +325+91.3% | Added |
| Horizon Financial Services, LLC | 636 | $12.0K | 0.01% | +537+542.4% | Added |
| Geneos Wealth Management Inc. | 621 | $11.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 600 | $11.3K | 0.00% | +300+100.0% | Added |
| Southern Michigan Bank & Trust | 600 | $11.3K | 0.00% | +600 | New |
| Generali Asset Management SPA SGR | 536 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 541 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 552 | $10.0K | 0.00% | +187+51.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 524 | $9.87K | 0.00% | +524 | New |
| Colonial Trust Advisors | 500 | $9.41K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 496 | $9.35K | 0.00% | +2+0.4% | Added |
| Owl Creek Wealth Partners LLC | 492 | $9.27K | 0.00% | +492 | New |
| Raiffeisen Bank International AG | 505 | $9.25K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 462 | $8.69K | 0.00% | +462 | New |
| Group One Trading, L.P. | 455 | $8.57K | 0.00% | +455 | New |
| Westfuller Advisors, LLC | 454 | $8.54K | 0.00% | +202+80.2% | Added |
| Farmers & Merchants Investments Inc | 451 | $8.49K | 0.00% | +57+14.5% | Added |
| McMillan Office, Inc. | 450 | $8.47K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 404 | $7.61K | 0.00% | −11,430−96.6% | Reduced |
| Pinnacle Bancorp, Inc. | 381 | $7.17K | 0.00% | −78−17.0% | Reduced |
| McIlrath & Eck, LLC | 381 | $7.17K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 380 | $7.17K | 0.00% | +177+87.2% | Added |
| Trust Co of Toledo NA | 374 | $7.04K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 370 | $6.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 342 | $6.71K | 0.00% | +342 | New |
| Bullock Wealth Management Group | 311 | $5.82K | 0.00% | +2+0.6% | Added |
| True Wealth Design, LLC | 307 | $5.78K | 0.00% | −423−57.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 283 | $5.33K | 0.00% | +10+3.7% | Added |
| Rossby Financial, LCC | 277 | $5.18K | 0.00% | +173+166.3% | Added |
| Fortitude Family Office, LLC | 267 | $5.03K | 0.00% | −26−8.9% | Reduced |
| S&T Bank | 251 | $4.73K | 0.00% | +206+457.8% | Added |
| MV Capital Management, Inc. | 245 | $4.61K | 0.00% | +78+46.7% | Added |
| C M Bidwell & Associates Ltd | 223 | $4.20K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 215 | $4.05K | 0.00% | −529−71.1% | Reduced |
| Clearstead Advisors, LLC | 213 | $4.01K | 0.00% | −2,050−90.6% | Reduced |
| GW&K Investment Management, LLC | 215 | $4.00K | 0.00% | +16+8.0% | Added |
| Elequin Capital LP | 211 | $3.97K | 0.00% | +211 | New |
| Private Wealth Management Group, LLC | 209 | $3.94K | 0.00% | +206+6,866.7% | Added |
| Harbor Asset Planning, Inc. | 208 | $3.91K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 206 | $3.88K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 205 | $3.86K | 0.00% | +74+56.5% | Added |
| Strategic Investment Solutions, Inc. | 200 | $3.77K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 197 | $3.71K | 0.00% | +85+75.9% | Added |
| Rothschild Investment LLC | 193 | $3.64K | 0.00% | −152−44.1% | Reduced |
| First Pacific Financial | 187 | $3.52K | 0.00% | +187 | New |
| J.Safra Asset Management Corp | 165 | $3.11K | 0.00% | +165 | New |
| MidFirst Bank | 159 | $2.99K | 0.00% | +159 | New |
| CVA Family Office, LLC | 158 | $2.98K | 0.00% | +158 | New |