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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 149 | $2.97K | 0.00% | +149 | New |
| Anfield Capital Management, LLC | 145 | $2.73K | 0.00% | −275−65.5% | Reduced |
| Kilter Group LLC | 136 | $2.56K | 0.00% | +124+1,033.3% | Added |
| Bell Investment Advisors, Inc | 120 | $2.26K | 0.00% | −26−17.8% | Reduced |
| Blueline Advisors LLC | 116 | $2.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 108 | $2.03K | 0.00% | −13−10.7% | Reduced |
| Merrithew & Thorsten Inc | 143 | $2.00K | 0.00% | +1+0.7% | Added |
| Avion Wealth | 124 | $2.00K | 0.00% | +105+552.6% | Added |
| UMA Financial Services, Inc. | 106 | $2.00K | 0.00% | −280−72.5% | Reduced |
| DT Investment Partners, LLC | 106 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 106 | $2.00K | 0.00% | +106 | New |
| Spire Wealth Management | 103 | $1.94K | 0.00% | −66−39.1% | Reduced |
| Cornerstone Financial Management LLC | 102 | $1.92K | 0.00% | +53+108.2% | Added |
| City State Bank | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $1.88K | 0.00% | +100 | New |
| Key Capital Management, INC | 100 | $1.88K | 0.00% | +100 | New |
| Abound Wealth Management | 97 | $1.83K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 91 | $1.71K | 0.00% | −741−89.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 87 | $1.64K | 0.00% | −16−15.5% | Reduced |
| Private Trust Co NA | 84 | $1.58K | 0.00% | −29−25.7% | Reduced |
| SHP Wealth Management | 82 | $1.54K | 0.00% | +16+24.2% | Added |
| Bogart Wealth, LLC | 78 | $1.47K | 0.00% | +31+66.0% | Added |
| Rialto Wealth Management, LLC | 76 | $1.43K | 0.00% | +24+46.2% | Added |
| TD Capital Management LLC | 74 | $1.40K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 74 | $1.39K | 0.00% | +74 | New |
| Aspect Partners, LLC | 59 | $1.11K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 59 | $1.10K | 0.00% | +59 | New |
| Manchester Capital Management LLC | 58 | $1.09K | 0.00% | −13−18.3% | Reduced |
| Ares Financial Consulting, LLC | 58 | $1.08K | 0.00% | +1+1.8% | Added |
| Harvest Fund Management Co., Ltd | 42 | $1.00K | 0.00% | −121−74.2% | Reduced |
| Smithfield Trust Co | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 53 | $998 | 0.00% | −10−15.9% | Reduced |
| Investors Portfolio Services LLC | 43 | $990 | 0.00% | +43 | New |
| Raffa Wealth Management, LLC | 52 | $979 | 0.00% | +6+13.0% | Added |
| NVWM, LLC | 49 | $923 | 0.00% | +15+44.1% | Added |
| Johnson Financial Group, Inc. | 45 | $848 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 43 | $809 | 0.00% | −23−34.8% | Reduced |
| Synergy Investment Management, LLC | 42 | $791 | 0.00% | +42 | New |
| Intentional Wealth Strategies, LLC | 42 | $791 | 0.00% | +42 | New |
| Sachetta, LLC | 40 | $754 | 0.00% | −15−27.3% | Reduced |
| Whipplewood Advisors, LLC | 38 | $716 | 0.00% | +38 | New |
| First Command Advisory Services, Inc. | 35 | $659 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 34 | $641 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 34 | $640 | 0.00% | −328−90.6% | Reduced |
| Leo H. Evart, Inc. | 33 | $621 | 0.00% | +33 | New |
| Bruce G. Allen Investments, LLC | 32 | $603 | 0.00% | −318−90.9% | Reduced |
| Elevated Capital Advisors, LLC | 32 | $603 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 32 | $594 | 0.00% | +32 | New |
| Rakuten Securities, Inc. | 30 | $565 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $565 | 0.00% | +30 | New |
| Prosperity Bancshares Inc | 29 | $546 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 29 | $546 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 28 | $528 | 0.00% | +1+3.7% | Added |
| Quaker Wealth Management, LLC | 28 | $528 | 0.00% | +7+33.3% | Added |
| Principia Wealth Advisory, LLC | 26 | $490 | 0.00% | +2+8.3% | Added |
| Breakwater Investment Management | 24 | $452 | 0.00% | +24 | New |
| Essential Partners LLC | 23 | $433 | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 21 | $396 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 21 | $396 | 0.00% | +21 | New |
| 1015 Capital Partners, LLC | 19 | $358 | 0.00% | −19−50.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 17 | $321 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 17 | $320 | 0.00% | +17 | New |
| Portus Wealth Advisors, LLC | 15 | $282 | 0.00% | +15 | New |
| Seneschal Advisors, LLC | 14 | $264 | 0.00% | −3−17.6% | Reduced |
| Atlantic Union Bankshares Corp | 12 | $226 | 0.00% | +12 | New |
| Creative Financial Designs Inc | 11 | $207 | 0.00% | +11 | New |
| WestEnd Advisors, LLC | 9 | $169 | 0.00% | 00.0% | Unchanged |
| Bayban | 8 | $151 | 0.00% | −75−90.4% | Reduced |
| HFM Investment Advisors, LLC | 7 | $132 | 0.00% | −29−80.6% | Reduced |
| Hughes Financial Services, LLC | 7 | $132 | 0.00% | +1+16.7% | Added |
| South State Corp. | 5 | $95 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 5 | $95 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $7 | 0.00% | −111−100.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −1,025,916−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −817,890−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −407,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −278,339−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −188,387−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −183,827−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −121,512−100.0% | Sold out |
| Tealwood Asset Management Inc | 0 | $0 | 0.00% | −81,715−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −71,411−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −45,896−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −40,550−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −35,344−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −31,635−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −31,106−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −22,491−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −22,439−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −21,626−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,603−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −19,646−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −19,460−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −18,879−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −18,411−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −18,297−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −17,736−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −16,698−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −16,240−100.0% | Sold out |