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Institutional Ownership · SEC Form 13F

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.

445
Institutional holders
144,158,549
Shares held (tracked funds)
96.1%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed18,420,748$621M11.5%2026-Q1
Clayton, Dubilier & Rice, LLC14,976,142$505M9.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP added7,787,434$263M4.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new7,520,585$254M4.7%2026-Q1
ARIEL INVESTMENTS, LLC trimmed6,078,851$205M3.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new5,856,182$197M3.7%2026-Q1
STATE STREET CORP added5,556,735$187M3.5%2026-Q1
Boston Partners trimmed5,234,163$176M3.3%2026-Q1
NEUBERGER BERMAN GROUP LLC added4,334,659$146M2.7%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. trimmed3,947,596$133M2.5%2026-Q1
FMR LLC added3,322,218$112M2.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,259,915$110M2.0%2026-Q1
LOCUST WOOD CAPITAL ADVISERS, LLC added3,141,349$106M2.0%2026-Q1
Swedbank AB added2,665,123$90M1.7%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added2,069,509$70M1.3%2026-Q1
Permian Investment Partners, LP trimmed1,928,882$65M1.2%2026-Q1
MORGAN STANLEY added1,716,567$58M1.1%2026-Q1
NORTHERN TRUST CORP added1,702,832$57M1.1%2026-Q1
GOLDENTREE ASSET MANAGEMENT LP added1,691,343$57M1.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed1,633,639$55M1.0%2026-Q1
DME Capital Management, LP new1,574,950$53M1.0%2026-Q1
D. E. Shaw & Co., Inc. added1,504,745$51M0.9%2026-Q1
PZENA INVESTMENT MANAGEMENT LLC added1,377,030$46M0.9%2026-Q1
Point72 Asset Management, L.P. added1,149,532$39M0.7%2026-Q1
Pembroke Management, LTD trimmed1,115,129$38M0.7%2026-Q1
Invesco Ltd. added1,088,360$37M0.7%2026-Q1
FRANKLIN RESOURCES INC trimmed1,082,303$36M0.7%2026-Q1
Nuveen, LLC trimmed1,027,572$35M0.6%2026-Q1
Fisher Asset Management, LLC trimmed1,025,835$35M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added935,107$32M0.6%2026-Q1
NORGES BANK added1,761,219$31M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new878,815$30M0.5%2026-Q1
Bank of New York Mellon Corp trimmed866,365$29M0.5%2026-Q1
Clearbridge Investments, LLC trimmed836,709$28M0.5%2026-Q1
Global Alpha Capital Management Ltd. added826,852$28M0.5%2026-Q1
JPMORGAN CHASE & CO trimmed732,633$24M0.4%2026-Q1
UBS Group AG added674,673$23M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added669,055$23M0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed608,799$21M0.4%2026-Q1
Alpha Wave Global, LP added603,395$20M0.4%2026-Q1
BEACONLIGHT CAPITAL, LLC trimmed594,234$20M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed578,606$20M0.4%2026-Q1
ROYCE & ASSOCIATES LP added538,787$18M0.3%2026-Q1
JANE STREET GROUP, LLC trimmed526,697$18M0.3%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed508,083$17M0.3%2026-Q1
PANAGORA ASSET MANAGEMENT INC added493,720$17M0.3%2026-Q1
Public Sector Pension Investment Board added492,797$17M0.3%2026-Q1
J. Goldman & Co LP added431,510$15M0.3%2026-Q1
LOOMIS SAYLES & CO L P trimmed414,135$14M0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed404,890$14M0.3%2026-Q1
Medina Value Partners, LLC added398,658$13M0.2%2026-Q1
RHUMBLINE ADVISERS added389,181$13M0.2%2026-Q1
GABELLI FUNDS LLC trimmed363,675$12M0.2%2026-Q1
DEUTSCHE BANK AG\ added362,449$12M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added358,583$12M0.2%2026-Q1
CITADEL ADVISORS LLC added344,946$12M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed335,522$11M0.2%2026-Q1
Legal & General Group Plc trimmed322,901$11M0.2%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed319,695$11M0.2%2026-Q1
SG Americas Securities, LLC added314,845$11M0.2%2026-Q1
GILDER GAGNON HOWE & CO LLC trimmed311,505$11M0.2%2026-Q1
Qube Research & Technologies Ltd added299,622$10M0.2%2026-Q1
JUPITER ASSET MANAGEMENT LTD added281,842$10M0.2%2026-Q1
Swiss National Bank added266,600$9M0.2%2026-Q1
AYAL Capital Advisors Ltd added250,000$8M0.2%2026-Q1
Steamboat Capital Partners, LLC trimmed248,721$8M0.2%2026-Q1
Hudson Bay Capital Management LP added243,365$8M0.2%2026-Q1
Man Group plc added242,614$8M0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed234,388$8M0.1%2026-Q1
FIRST TRUST ADVISORS LP added234,202$8M0.1%2026-Q1
Atom Investors LP added229,613$8M0.1%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed206,259$7M0.1%2026-Q1
Blue Door Asset Management, LLC new206,175$7M0.1%2026-Q1
AMJ Financial Wealth Management added187,788$6M0.1%2026-Q1
NATIXIS ADVISORS, LLC trimmed187,551$6M0.1%2026-Q1
California Public Employees Retirement System trimmed183,801$6M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL added178,332$6M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed166,625$6M0.1%2026-Q1
INTRINSIC EDGE CAPITAL MANAGEMENT LLC162,408$5M0.1%2026-Q1
NICOLA WEALTH MANAGEMENT LTD.157,600$5M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added155,587$5M0.1%2026-Q1
Edgestream Partners, L.P. added155,438$5M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed146,798$5M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added150,722$5M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed147,830$5M0.1%2026-Q1
VANGUARD GROUP INC trimmed14,446,489$507M9.4%2025-Q4 stale
Sachem Head Capital Management LP new1,625,000$57M1.1%2025-Q4 stale
ALTA FOX CAPITAL MANAGEMENT, LLC new1,266,700$44M0.8%2025-Q4 stale
Ophir Asset Management Pty Ltd added1,119,007$39M0.7%2025-Q4 stale
DENDUR CAPITAL LP new855,000$30M0.6%2025-Q4 stale
Pacer Advisors, Inc. trimmed1,543,416$27M0.5%2025-Q1 stale
KENNEDY CAPITAL MANAGEMENT LLC added642,829$23M0.4%2025-Q4 stale
Driehaus Capital Management LLC new516,932$22M0.4%2025-Q3 stale
SAMLYN CAPITAL, LLC trimmed549,475$19M0.4%2025-Q4 stale
Brandywine Global Investment Management, LLC added639,532$14M0.3%2025-Q2 stale
Robeco Schweiz AG trimmed532,021$12M0.2%2025-Q2 stale
Engle Capital Management, L.P. trimmed187,700$8M0.1%2025-Q3 stale
LAZARD ASSET MANAGEMENT LLC added150,469$6M0.1%2025-Q3 stale
HRT FINANCIAL LP added139,203$6M0.1%2025-Q3 stale
Alyeska Investment Group, L.P. trimmed159,744$6M0.1%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.

HoldersTotal shares

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.

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