Who owns REZI (REZI)
Which tracked institutional funds hold REZI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See REZI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
78 tracked funds added or opened REZI while 100 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
REZI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes REZI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in REZI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 445 tracked filers holding REZI, 197 increased or opened the position and 188 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in REZI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 31
- VANGUARD PORTFOLIO MANAGEMENT LLC$254M
- VANGUARD CAPITAL MANAGEMENT LLC$197M
- DME Capital Management, LP$53M
- VANGUARD FIDUCIARY TRUST CO$30M
- JANE STREET GROUP, LLC$18M
- Medina Value Partners, LLC$13M
Full exits 25
- VANGUARD GROUP INC$507M
- Sachem Head Capital Management LP$57M
- ALTA FOX CAPITAL MANAGEMENT, LLC$44M
- Ophir Asset Management Pty Ltd$39M
- DENDUR CAPITAL LP$30M
- KENNEDY CAPITAL MANAGEMENT LLC$23M
Largest adds
- FMR LLC$62M
- Point72 Asset Management, L.P.$38M
- D. E. Shaw & Co., Inc.$26M
- Invesco Ltd.$18M
- MORGAN STANLEY$17M
- LOCUST WOOD CAPITAL ADVISERS, LLC$13M
Largest trims
- BlackRock, Inc.$97M
- FRANKLIN RESOURCES INC$64M
- VICTORY CAPITAL MANAGEMENT INC$34M
- NORGES BANK$25M
- Permian Investment Partners, LP$22M
- Clayton, Dubilier & Rice, LLC$21M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 18,420,748 | $621M | 11.5% | 2026-Q1 |
| Clayton, Dubilier & Rice, LLC | 14,976,142 | $505M | 9.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 7,787,434 | $263M | 4.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,520,585 | $254M | 4.7% | 2026-Q1 |
| ARIEL INVESTMENTS, LLC trimmed | 6,078,851 | $205M | 3.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,856,182 | $197M | 3.7% | 2026-Q1 |
| STATE STREET CORP added | 5,556,735 | $187M | 3.5% | 2026-Q1 |
| Boston Partners trimmed | 5,234,163 | $176M | 3.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 4,334,659 | $146M | 2.7% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 3,947,596 | $133M | 2.5% | 2026-Q1 |
| FMR LLC added | 3,322,218 | $112M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,259,915 | $110M | 2.0% | 2026-Q1 |
| LOCUST WOOD CAPITAL ADVISERS, LLC added | 3,141,349 | $106M | 2.0% | 2026-Q1 |
| Swedbank AB added | 2,665,123 | $90M | 1.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,069,509 | $70M | 1.3% | 2026-Q1 |
| Permian Investment Partners, LP trimmed | 1,928,882 | $65M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,716,567 | $58M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,702,832 | $57M | 1.1% | 2026-Q1 |
| GOLDENTREE ASSET MANAGEMENT LP added | 1,691,343 | $57M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,633,639 | $55M | 1.0% | 2026-Q1 |
| DME Capital Management, LP new | 1,574,950 | $53M | 1.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,504,745 | $51M | 0.9% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC added | 1,377,030 | $46M | 0.9% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,149,532 | $39M | 0.7% | 2026-Q1 |
| Pembroke Management, LTD trimmed | 1,115,129 | $38M | 0.7% | 2026-Q1 |
| Invesco Ltd. added | 1,088,360 | $37M | 0.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,082,303 | $36M | 0.7% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,027,572 | $35M | 0.6% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 1,025,835 | $35M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 935,107 | $32M | 0.6% | 2026-Q1 |
| NORGES BANK added | 1,761,219 | $31M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 878,815 | $30M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 866,365 | $29M | 0.5% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 836,709 | $28M | 0.5% | 2026-Q1 |
| Global Alpha Capital Management Ltd. added | 826,852 | $28M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 732,633 | $24M | 0.4% | 2026-Q1 |
| UBS Group AG added | 674,673 | $23M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 669,055 | $23M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 608,799 | $21M | 0.4% | 2026-Q1 |
| Alpha Wave Global, LP added | 603,395 | $20M | 0.4% | 2026-Q1 |
| BEACONLIGHT CAPITAL, LLC trimmed | 594,234 | $20M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 578,606 | $20M | 0.4% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 538,787 | $18M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 526,697 | $18M | 0.3% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 508,083 | $17M | 0.3% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 493,720 | $17M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 492,797 | $17M | 0.3% | 2026-Q1 |
| J. Goldman & Co LP added | 431,510 | $15M | 0.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 414,135 | $14M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 404,890 | $14M | 0.3% | 2026-Q1 |
| Medina Value Partners, LLC added | 398,658 | $13M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 389,181 | $13M | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 363,675 | $12M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 362,449 | $12M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 358,583 | $12M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 344,946 | $12M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 335,522 | $11M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 322,901 | $11M | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 319,695 | $11M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 314,845 | $11M | 0.2% | 2026-Q1 |
| GILDER GAGNON HOWE & CO LLC trimmed | 311,505 | $11M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 299,622 | $10M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 281,842 | $10M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 266,600 | $9M | 0.2% | 2026-Q1 |
| AYAL Capital Advisors Ltd added | 250,000 | $8M | 0.2% | 2026-Q1 |
| Steamboat Capital Partners, LLC trimmed | 248,721 | $8M | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 243,365 | $8M | 0.2% | 2026-Q1 |
| Man Group plc added | 242,614 | $8M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 234,388 | $8M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 234,202 | $8M | 0.1% | 2026-Q1 |
| Atom Investors LP added | 229,613 | $8M | 0.1% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 206,259 | $7M | 0.1% | 2026-Q1 |
| Blue Door Asset Management, LLC new | 206,175 | $7M | 0.1% | 2026-Q1 |
| AMJ Financial Wealth Management added | 187,788 | $6M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 187,551 | $6M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 183,801 | $6M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 178,332 | $6M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 166,625 | $6M | 0.1% | 2026-Q1 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 162,408 | $5M | 0.1% | 2026-Q1 |
| NICOLA WEALTH MANAGEMENT LTD. | 157,600 | $5M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 155,587 | $5M | 0.1% | 2026-Q1 |
| Edgestream Partners, L.P. added | 155,438 | $5M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 146,798 | $5M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 150,722 | $5M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 147,830 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 14,446,489 | $507M | 9.4% | 2025-Q4 stale |
| Sachem Head Capital Management LP new | 1,625,000 | $57M | 1.1% | 2025-Q4 stale |
| ALTA FOX CAPITAL MANAGEMENT, LLC new | 1,266,700 | $44M | 0.8% | 2025-Q4 stale |
| Ophir Asset Management Pty Ltd added | 1,119,007 | $39M | 0.7% | 2025-Q4 stale |
| DENDUR CAPITAL LP new | 855,000 | $30M | 0.6% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 1,543,416 | $27M | 0.5% | 2025-Q1 stale |
| KENNEDY CAPITAL MANAGEMENT LLC added | 642,829 | $23M | 0.4% | 2025-Q4 stale |
| Driehaus Capital Management LLC new | 516,932 | $22M | 0.4% | 2025-Q3 stale |
| SAMLYN CAPITAL, LLC trimmed | 549,475 | $19M | 0.4% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC added | 639,532 | $14M | 0.3% | 2025-Q2 stale |
| Robeco Schweiz AG trimmed | 532,021 | $12M | 0.2% | 2025-Q2 stale |
| Engle Capital Management, L.P. trimmed | 187,700 | $8M | 0.1% | 2025-Q3 stale |
| LAZARD ASSET MANAGEMENT LLC added | 150,469 | $6M | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 139,203 | $6M | 0.1% | 2025-Q3 stale |
| Alyeska Investment Group, L.P. trimmed | 159,744 | $6M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.