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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 186 | $4.63K | 0.00% | +186 | New |
| Private Wealth Management Group, LLC | 178 | $4.43K | 0.00% | −31−14.8% | Reduced |
| Evelyn Partners Group Ltd | 170 | $4.23K | 0.00% | +170 | New |
| Synergy Investment Management, LLC | 149 | $4.12K | 0.00% | +107+254.8% | Added |
| J.Safra Asset Management Corp | 165 | $4.11K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 160 | $3.98K | 0.00% | +76+90.5% | Added |
| MidFirst Bank | 159 | $3.96K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 151 | $3.76K | 0.00% | +151 | New |
| Creative Capital Management Investments LLC | 149 | $3.71K | 0.00% | +149 | New |
| Bell Investment Advisors, Inc | 139 | $3.46K | 0.00% | +19+15.8% | Added |
| Quarry LP | 135 | $3.36K | 0.00% | −9,325−98.6% | Reduced |
| UMA Financial Services, Inc. | 132 | $3.29K | 0.00% | +26+24.5% | Added |
| Ameriflex Group, Inc. | 129 | $3.21K | 0.00% | +129 | New |
| Clear Street Markets LLC | 128 | $3.19K | 0.00% | +37+40.7% | Added |
| Highline Wealth Partners LLC | 125 | $3.11K | 0.00% | +125 | New |
| Merrithew & Thorsten Inc | 144 | $3.00K | 0.00% | +1+0.7% | Added |
| Blueline Advisors LLC | 116 | $2.89K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 110 | $2.74K | 0.00% | +32+41.0% | Added |
| AdvisorNet Financial, Inc | 110 | $2.74K | 0.00% | −3,066−96.5% | Reduced |
| DT Investment Partners, LLC | 106 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 101 | $2.51K | 0.00% | +58+134.9% | Added |
| City State Bank | 100 | $2.49K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $2.49K | 0.00% | +100 | New |
| Spire Wealth Management | 94 | $2.34K | 0.00% | −9−8.7% | Reduced |
| SHP Wealth Management | 91 | $2.26K | 0.00% | +9+11.0% | Added |
| DiNuzzo Private Wealth, Inc. | 90 | $2.24K | 0.00% | +3+3.4% | Added |
| Signature Equity Partners, LLC | 90 | $2.24K | 0.00% | −16−15.1% | Reduced |
| Cornerstone Financial Management LLC | 75 | $1.87K | 0.00% | −27−26.5% | Reduced |
| TD Capital Management LLC | 74 | $1.85K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 74 | $1.84K | 0.00% | +16+27.6% | Added |
| HFM Investment Advisors, LLC | 69 | $1.72K | 0.00% | +62+885.7% | Added |
| Compass Financial Management LLC | 65 | $1.62K | 0.00% | +65 | New |
| Crewe Advisors LLC | 63 | $1.57K | 0.00% | +63 | New |
| Ares Financial Consulting, LLC | 58 | $1.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 51 | $1.27K | 0.00% | +51 | New |
| Valley National Advisers Inc | 49 | $1.22K | 0.00% | +49 | New |
| Activest Wealth Management | 49 | $1.22K | 0.00% | +49 | New |
| Kilter Group LLC | 48 | $1.20K | 0.00% | −88−64.7% | Reduced |
| LRI Investments, LLC | 46 | $1.15K | 0.00% | +46 | New |
| Investors Portfolio Services LLC | 43 | $1.07K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 43 | $1.07K | 0.00% | +43 | New |
| Cassaday & Co Wealth Management LLC | 43 | $1.04K | 0.00% | −106−71.1% | Reduced |
| IFG Advisory, LLC | 41 | $1.02K | 0.00% | +41 | New |
| Smithfield Trust Co | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 23 | $1.00K | 0.00% | +23 | New |
| American Capital Advisory, LLC | 38 | $946 | 0.00% | +10+35.7% | Added |
| Torren Management, LLC | 34 | $846 | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 34 | $846 | 0.00% | +34 | New |
| Quaker Wealth Management, LLC | 33 | $822 | 0.00% | +5+17.9% | Added |
| Leo H. Evart, Inc. | 33 | $821 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 32 | $797 | 0.00% | +32 | New |
| Elevated Capital Advisors, LLC | 32 | $796 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 30 | $747 | 0.00% | −67−69.1% | Reduced |
| Wolff Wiese Magana LLC | 30 | $747 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 30 | $747 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 29 | $722 | 0.00% | −20−40.8% | Reduced |
| Prosperity Bancshares Inc | 29 | $722 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 29 | $722 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $722 | 0.00% | +29 | New |
| Principia Wealth Advisory, LLC | 28 | $697 | 0.00% | +2+7.7% | Added |
| First Command Advisory Services, Inc. | 24 | $597 | 0.00% | −11−31.4% | Reduced |
| Essential Partners LLC | 23 | $572 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 22 | $548 | 0.00% | +17+340.0% | Added |
| Financial Consulate, Inc | 22 | $548 | 0.00% | +22 | New |
| Mosley Wealth Management | 22 | $548 | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 21 | $523 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 21 | $523 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 20 | $498 | 0.00% | +20 | New |
| DecisionPoint Financial, LLC | 18 | $470 | 0.00% | +18 | New |
| Cordant, Inc. | 16 | $403 | 0.00% | +16 | New |
| Motco | 13 | $324 | 0.00% | +13 | New |
| Creative Financial Designs Inc | 11 | $274 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $249 | 0.00% | +10 | New |
| BFSG, LLC | 10 | $249 | 0.00% | +10 | New |
| TFC Financial Management | 10 | $249 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 9 | $224 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $200 | 0.00% | −66−89.2% | Reduced |
| Bayban | 8 | $199 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $149 | 0.00% | −1−14.3% | Reduced |
| Medallion Wealth Advisors, LLC | 6 | $149 | 0.00% | +6 | New |
| Maryland Capital Advisors Inc. | 5 | $125 | 0.00% | +5 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $75 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 2 | $50 | 0.00% | −12−85.7% | Reduced |
| Darwin Advisors, LLC | 0 | $16 | 0.00% | 0 | New |
| Navigoe, LLC | 30 | $0 | 0.00% | +30 | New |
| Horizon Investments, LLC | 9,195 | – | – | +85+0.9% | Added |
| Starboard Value LPSuperinvestorStarboard Value | 0 | $0 | 0.00% | −7,806,922−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −5,775,514−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −2,942,876−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,526,857−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,044,438−100.0% | Sold out |
| Arbejdsmarkedets Tillaegspension | 0 | $0 | 0.00% | −840,613−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −422,102−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −411,801−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −314,089−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −291,437−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −257,478−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −251,222−100.0% | Sold out |
| Quartz Partners, LLC | 0 | $0 | 0.00% | −206,510−100.0% | Sold out |