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, Q2 2026
Institutional positions in Gen Digital Inc. as of Jun 30, 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
- 687
- +20 vs. Q1 2026
- Shares held
- 545.2M
- +16.3M (+3.1%) vs. Q1 2026
- Total value
- $13.6B
- +$3.58B (+35.9%) vs. Q1 2026
- New holders
- 111
- 280 more added
- Sold out
- 91
- 212 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Gen Digital Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 314 | $7.82K | 0.00% | +314 | New |
| ZRC Wealth Management, LLC | 328 | $8.16K | 0.00% | −605−64.8% | Reduced |
| Bullock Wealth Management Group | 313 | $8.16K | 0.00% | +2+0.6% | Added |
| Fedenia Advisers LLC | 339 | $8.44K | 0.00% | +339 | New |
| S&T Bank | 364 | $9.06K | 0.00% | +113+45.0% | Added |
| SJS Investment Consulting Inc. | 365 | $9.09K | 0.00% | +257+238.0% | Added |
| Signature Resources Capital Management, LLC | 370 | $9.21K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 373 | $9.28K | 0.00% | +320+603.8% | Added |
| Trust Co of Toledo NA | 374 | $9.31K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 374 | $9.31K | 0.00% | +374 | New |
| Pinnacle Bancorp, Inc. | 381 | $9.48K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 388 | $9.66K | 0.00% | +46+13.5% | Added |
| Fortitude Family Office, LLC | 413 | $10.3K | 0.00% | +146+54.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 418 | $10.4K | 0.00% | +418 | New |
| McMillan Office, Inc. | 450 | $11.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 451 | $11.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 492 | $12.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 498 | $12.4K | 0.00% | +2+0.4% | Added |
| Pingora Partners LLC | 500 | $12.4K | 0.01% | −300−37.5% | Reduced |
| Colonial Trust Advisors | 500 | $12.4K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 505 | $12.6K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 512 | $12.7K | 0.00% | +512 | New |
| Hazlett, Burt & Watson, Inc. | 541 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 546 | $13.6K | 0.00% | +92+20.3% | Added |
| Whittier Trust Co of Nevada Inc | 515 | $13.8K | 0.00% | −608−54.1% | Reduced |
| Southern Michigan Bank & Trust | 600 | $14.9K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 600 | $14.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 614 | $15.0K | 0.00% | +62+11.2% | Added |
| Geneos Wealth Management Inc. | 621 | $15.5K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 639 | $15.9K | 0.00% | −1,535−70.6% | Reduced |
| GW&K Investment Management, LLC | 640 | $16.0K | 0.00% | +425+197.7% | Added |
| Smartleaf Asset Management LLC | 657 | $16.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 644 | $16.5K | 0.00% | −6−0.9% | Reduced |
| Islay Capital Management, LLC | 673 | $16.7K | 0.01% | +3+0.4% | Added |
| Rossby Financial, LCC | 718 | $17.9K | 0.00% | +441+159.2% | Added |
| MV Capital Management, Inc. | 720 | $17.9K | 0.00% | +475+193.9% | Added |
| Caldwell Trust Co | 740 | $18.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 754 | $18.8K | 0.00% | +596+377.2% | Added |
| Keating Financial Advisory Services, Inc. | 767 | $19.1K | 0.00% | +552+256.7% | Added |
| Transamerica Financial Advisors, Inc. | 776 | $19.3K | 0.00% | +396+104.2% | Added |
| JFS Wealth Advisors, LLC | 805 | $20.0K | 0.00% | +33+4.3% | Added |
| Silicon Valley Capital Partners | 812 | $20.2K | 0.00% | +4+0.5% | Added |
| Ogorek Anthony Joseph | 877 | $21.0K | 0.01% | +196+28.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 860 | $21.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 869 | $21.6K | 0.00% | −6,303−87.9% | Reduced |
| Whittier Trust Co | 884 | $23.5K | 0.00% | +226+34.3% | Added |
| Westend Capital Management, LLC | 951 | $23.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 965 | $24.0K | 0.00% | −163−14.5% | Reduced |
| Colonial Trust Co | 972 | $24.2K | 0.00% | +24+2.5% | Added |
| Brown, Lisle/Cummings, Inc. | 976 | $24.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 940 | $24.5K | 0.00% | −165−14.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,000 | $24.9K | 0.02% | −9−0.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,002 | $24.9K | 0.00% | +719+254.1% | Added |
| True Wealth Design, LLC | 1,004 | $25.0K | 0.01% | +697+227.0% | Added |
| Zions Bancorporation, National Association | 1,042 | $25.9K | 0.00% | −133−11.3% | Reduced |
| International Assets Investment Management, LLC | 1,004 | $26.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,132 | $28.2K | 0.00% | +927+452.2% | Added |
| Rothschild Investment LLC | 1,191 | $29.6K | 0.00% | +998+517.1% | Added |
| Caitong International Asset Management Co., Ltd | 1,200 | $29.9K | 0.00% | −15,283−92.7% | Reduced |
| Clearstead Advisors, LLC | 1,217 | $30.3K | 0.00% | +1,004+471.4% | Added |
| Horizon Financial Services, LLC | 1,225 | $30.5K | 0.01% | +589+92.6% | Added |
| CoreCap Advisors, LLC | 1,231 | $30.6K | 0.00% | +31+2.6% | Added |
| EverSource Wealth Advisors, LLC | 1,249 | $31.1K | 0.00% | −2,127−63.0% | Reduced |
| Onefund, LLC | 1,501 | $37.4K | 0.02% | −42−2.7% | Reduced |
| Parkside Financial Bank & Trust | 1,520 | $37.8K | 0.00% | +283+22.9% | Added |
| TD Private Client Wealth LLC | 1,634 | $40.7K | 0.00% | +339+26.2% | Added |
| Teachers Insurance & Annuity Association of America | 1,680 | $41.8K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,685 | $41.9K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,690 | $42.1K | 0.01% | +1,690 | New |
| Cromwell Holdings LLC | 1,851 | $46.1K | 0.02% | +50+2.8% | Added |
| Massmutual Trust Co FSB | 1,921 | $47.8K | 0.00% | +893+86.9% | Added |
| WPG Advisers, LLC | 1,927 | $48.0K | 0.03% | +134+7.5% | Added |
| Dunhill Financial, LLC | 2,008 | $50.0K | 0.01% | −3−0.1% | Reduced |
| TSFG, LLC | 2,069 | $51.0K | 0.01% | +110+5.6% | Added |
| Salem Investment Counselors Inc | 2,098 | $52.2K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 2,125 | $52.9K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,400 | $59.7K | 0.00% | 00.0% | Unchanged |
| Ossiam | 2,415 | $60.1K | 0.00% | +2,415 | New |
| Larson Financial Group LLC | 2,538 | $63.2K | 0.00% | −19−0.7% | Reduced |
| Bryn Mawr Trust Co | 2,724 | $67.8K | 0.00% | −51−1.8% | Reduced |
| Eastern Bank | 2,881 | $71.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,005 | $74.8K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,000 | $75.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,066 | $76.3K | 0.00% | +548+21.8% | Added |
| Harbour Investments, Inc. | 3,662 | $91.1K | 0.00% | +410+12.6% | Added |
| Central Trust Co | 3,980 | $99.1K | 0.00% | −435−9.9% | Reduced |
| Versant Capital Management, Inc | 4,089 | $101.8K | 0.01% | −619−13.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,142 | $103.1K | 0.00% | −29,278−87.6% | Reduced |
| Covestor Ltd | 4,235 | $105.0K | 0.06% | +2,188+106.9% | Added |
| Investors Research Corp | 4,600 | $114.5K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,753 | $118.3K | 0.00% | −215−4.3% | Reduced |
| Umb Bank N A | 4,844 | $120.6K | 0.00% | +2,770+133.6% | Added |
| Mather Group, LLC. | 4,958 | $123.4K | 0.00% | −2,650−34.8% | Reduced |
| Deseret Mutual Benefit Administrators | 5,240 | $130.4K | 0.04% | −578−9.9% | Reduced |
| American National Bank | 5,687 | $141.5K | 0.01% | +1,450+34.2% | Added |
| Exchange Traded Concepts, LLC | 5,829 | $145.1K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 6,200 | $154.0K | 0.00% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 6,516 | $162.2K | 0.09% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 6,686 | $165.8K | 0.01% | −3,900−36.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,718 | $167.2K | 0.01% | 00.0% | Unchanged |