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 |
|---|---|---|---|---|---|
| Central Trust Co | 3,980 | $99.1K | 0.00% | −435−9.9% | Reduced |
| Harbour Investments, Inc. | 3,662 | $91.1K | 0.00% | +410+12.6% | Added |
| Quent Capital, LLC | 3,066 | $76.3K | 0.00% | +548+21.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,000 | $75.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,005 | $74.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,881 | $71.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,724 | $67.8K | 0.00% | −51−1.8% | Reduced |
| Larson Financial Group LLC | 2,538 | $63.2K | 0.00% | −19−0.7% | Reduced |
| Ossiam | 2,415 | $60.1K | 0.00% | +2,415 | New |
| Montag A & Associates Inc | 2,400 | $59.7K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 2,125 | $52.9K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,098 | $52.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2,069 | $51.0K | 0.01% | +110+5.6% | Added |
| Dunhill Financial, LLC | 2,008 | $50.0K | 0.01% | −3−0.1% | Reduced |
| WPG Advisers, LLC | 1,927 | $48.0K | 0.03% | +134+7.5% | Added |
| Massmutual Trust Co FSB | 1,921 | $47.8K | 0.00% | +893+86.9% | Added |
| Cromwell Holdings LLC | 1,851 | $46.1K | 0.02% | +50+2.8% | Added |
| Gen-Wealth Partners Inc | 1,690 | $42.1K | 0.01% | +1,690 | New |
| GWM Advisors LLC | 1,685 | $41.9K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 1,680 | $41.8K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,634 | $40.7K | 0.00% | +339+26.2% | Added |
| Parkside Financial Bank & Trust | 1,520 | $37.8K | 0.00% | +283+22.9% | Added |
| Onefund, LLC | 1,501 | $37.4K | 0.02% | −42−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,249 | $31.1K | 0.00% | −2,127−63.0% | Reduced |
| CoreCap Advisors, LLC | 1,231 | $30.6K | 0.00% | +31+2.6% | Added |
| Horizon Financial Services, LLC | 1,225 | $30.5K | 0.01% | +589+92.6% | Added |
| Clearstead Advisors, LLC | 1,217 | $30.3K | 0.00% | +1,004+471.4% | Added |
| Caitong International Asset Management Co., Ltd | 1,200 | $29.9K | 0.00% | −15,283−92.7% | Reduced |
| Rothschild Investment LLC | 1,191 | $29.6K | 0.00% | +998+517.1% | Added |
| Grove Bank & Trust | 1,132 | $28.2K | 0.00% | +927+452.2% | Added |
| International Assets Investment Management, LLC | 1,004 | $26.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,042 | $25.9K | 0.00% | −133−11.3% | Reduced |
| True Wealth Design, LLC | 1,004 | $25.0K | 0.01% | +697+227.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,002 | $24.9K | 0.00% | +719+254.1% | Added |
| Murphy & Mullick Capital Management Corp | 1,000 | $24.9K | 0.02% | −9−0.9% | Reduced |
| Salomon & Ludwin, LLC | 940 | $24.5K | 0.00% | −165−14.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 976 | $24.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 972 | $24.2K | 0.00% | +24+2.5% | Added |
| Truvestments Capital LLC | 965 | $24.0K | 0.00% | −163−14.5% | Reduced |
| Westend Capital Management, LLC | 951 | $23.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 884 | $23.5K | 0.00% | +226+34.3% | Added |
| Kemnay Advisory Services Inc. | 869 | $21.6K | 0.00% | −6,303−87.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 860 | $21.4K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 877 | $21.0K | 0.01% | +196+28.8% | Added |
| Silicon Valley Capital Partners | 812 | $20.2K | 0.00% | +4+0.5% | Added |
| JFS Wealth Advisors, LLC | 805 | $20.0K | 0.00% | +33+4.3% | Added |
| Transamerica Financial Advisors, Inc. | 776 | $19.3K | 0.00% | +396+104.2% | Added |
| Keating Financial Advisory Services, Inc. | 767 | $19.1K | 0.00% | +552+256.7% | Added |
| CVA Family Office, LLC | 754 | $18.8K | 0.00% | +596+377.2% | Added |
| Caldwell Trust Co | 740 | $18.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 720 | $17.9K | 0.00% | +475+193.9% | Added |
| Rossby Financial, LCC | 718 | $17.9K | 0.00% | +441+159.2% | Added |
| Islay Capital Management, LLC | 673 | $16.7K | 0.01% | +3+0.4% | Added |
| Cornerstone Planning Group LLC | 644 | $16.5K | 0.00% | −6−0.9% | Reduced |
| Smartleaf Asset Management LLC | 657 | $16.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 640 | $16.0K | 0.00% | +425+197.7% | Added |
| Weiss Asset Management LP | 639 | $15.9K | 0.00% | −1,535−70.6% | Reduced |
| Geneos Wealth Management Inc. | 621 | $15.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 614 | $15.0K | 0.00% | +62+11.2% | Added |
| Southern Michigan Bank & Trust | 600 | $14.9K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 600 | $14.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 515 | $13.8K | 0.00% | −608−54.1% | Reduced |
| Westfuller Advisors, LLC | 546 | $13.6K | 0.00% | +92+20.3% | Added |
| Hazlett, Burt & Watson, Inc. | 541 | $13.0K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 512 | $12.7K | 0.00% | +512 | New |
| Raiffeisen Bank International AG | 505 | $12.6K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $12.4K | 0.01% | −300−37.5% | Reduced |
| Colonial Trust Advisors | 500 | $12.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 498 | $12.4K | 0.00% | +2+0.4% | Added |
| Owl Creek Wealth Partners LLC | 492 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 451 | $11.2K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 450 | $11.2K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 418 | $10.4K | 0.00% | +418 | New |
| Fortitude Family Office, LLC | 413 | $10.3K | 0.00% | +146+54.7% | Added |
| Bartlett & Co. Wealth Management LLC | 388 | $9.66K | 0.00% | +46+13.5% | Added |
| Pinnacle Bancorp, Inc. | 381 | $9.48K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 374 | $9.31K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 374 | $9.31K | 0.00% | +374 | New |
| Aventura Private Wealth, LLC | 373 | $9.28K | 0.00% | +320+603.8% | Added |
| Signature Resources Capital Management, LLC | 370 | $9.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 365 | $9.09K | 0.00% | +257+238.0% | Added |
| S&T Bank | 364 | $9.06K | 0.00% | +113+45.0% | Added |
| Fedenia Advisers LLC | 339 | $8.44K | 0.00% | +339 | New |
| Bullock Wealth Management Group | 313 | $8.16K | 0.00% | +2+0.6% | Added |
| ZRC Wealth Management, LLC | 328 | $8.16K | 0.00% | −605−64.8% | Reduced |
| Atlantic Trust, LLC | 314 | $7.82K | 0.00% | +314 | New |
| Action Point Financial Planning, LLC | 299 | $7.39K | 0.00% | +299 | New |
| Walleye Capital LLC | 295 | $7.34K | 0.00% | −34,684−99.2% | Reduced |
| Bruce G. Allen Investments, LLC | 279 | $6.94K | 0.00% | +247+771.9% | Added |
| High Note Wealth, LLC | 278 | $6.92K | 0.00% | +72+35.0% | Added |
| Marquette Asset Management, LLC | 268 | $6.67K | 0.00% | +71+36.0% | Added |
| Toews Corp | 259 | $6.45K | 0.00% | +259 | New |
| Avion Wealth | 276 | $6.00K | 0.00% | +152+122.6% | Added |
| Basecamp Wealth Advisors LLC | 239 | $5.95K | 0.00% | −1,184−83.2% | Reduced |
| Rialto Wealth Management, LLC | 236 | $5.88K | 0.00% | +160+210.5% | Added |
| C M Bidwell & Associates Ltd | 223 | $5.55K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 208 | $5.17K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $4.98K | 0.00% | −445−69.0% | Reduced |
| Strategic Investment Solutions, Inc. | 200 | $4.98K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 189 | $4.70K | 0.00% | −2,462−92.9% | Reduced |