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Institutional Ownership · SEC Form 13F

Who owns Resideo Technologies (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

401
Institutional holders
148M
Shares held (tracked funds)
98.9%
Of shares outstanding

How the tape is positioned

48 tracked funds added or opened REZI while 121 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 401 tracked filers holding REZI, 180 increased or opened the position and 224 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

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 2026-Q1 and 2026-Q2 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 13

  • Ancora Advisors LLC$14M
  • Roubaix Capital, LLC$4M
  • WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$3M
  • Jump Financial, LLC$3M
  • MARSHALL WACE, LLP$3M
  • ExodusPoint Capital Management, LP$2M

Full exits 41

  • LOCUST WOOD CAPITAL ADVISERS, LLC$106M
  • Permian Investment Partners, LP$65M
  • Clearbridge Investments, LLC$28M
  • JANE STREET GROUP, LLC$18M
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$17M
  • Medina Value Partners, LLC$13M

Largest adds

  • FMR LLC$250M
  • BlackRock, Inc.$52M
  • NORGES BANK$20M
  • D. E. Shaw & Co., Inc.$14M
  • Clearline Capital LP$14M
  • Qube Research & Technologies Ltd$9M

Largest trims

  • Clayton, Dubilier & Rice, LLC$39M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$32M
  • DIMENSIONAL FUND ADVISORS LP$19M
  • FULLER & THALER ASSET MANAGEMENT, INC.$18M
  • Nuveen, LLC$14M
  • ARIEL INVESTMENTS, LLC$14M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added21,646,747$673M14.9%2026-Q2
Clayton, Dubilier & Rice, LLC added14,991,916$466M10.3%2026-Q2
FMR LLC added11,654,447$362M8.0%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added7,879,676$245M5.4%2026-Q2
DIMENSIONAL FUND ADVISORS LP added7,838,354$244M5.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added6,173,774$192M4.3%2026-Q2
ARIEL INVESTMENTS, LLC added6,141,052$191M4.2%2026-Q2
STATE STREET CORP added5,830,492$181M4.0%2026-Q2
Boston Partners added5,324,287$166M3.7%2026-Q2
NEUBERGER BERMAN GROUP LLC added4,561,718$142M3.1%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. trimmed3,684,469$115M2.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added3,540,638$110M2.4%2026-Q2
Swedbank AB added2,766,809$86M1.9%2026-Q2
D. E. Shaw & Co., Inc. added2,069,771$64M1.4%2026-Q2
GOLDENTREE ASSET MANAGEMENT LP added1,892,416$59M1.3%2026-Q2
MORGAN STANLEY added1,759,693$55M1.2%2026-Q2
NORTHERN TRUST CORP added1,748,349$54M1.2%2026-Q2
DME Capital Management, LP added1,699,590$53M1.2%2026-Q2
PZENA INVESTMENT MANAGEMENT LLC added1,686,765$52M1.2%2026-Q2
NORGES BANK trimmed1,636,480$51M1.1%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed1,622,142$50M1.1%2026-Q2
Invesco Ltd. added1,414,991$44M1.0%2026-Q2
Point72 Asset Management, L.P. added1,338,061$42M0.9%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed1,220,755$38M0.8%2026-Q2
Fisher Asset Management, LLC added1,189,585$37M0.8%2026-Q2
Pembroke Management, LTD added1,125,097$35M0.8%2026-Q2
BANK OF AMERICA CORP /DE/ added1,039,398$32M0.7%2026-Q2
FRANKLIN RESOURCES INC trimmed974,848$30M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO added931,438$29M0.6%2026-Q2
Bank of New York Mellon Corp added904,077$28M0.6%2026-Q2
Global Alpha Capital Management Ltd. trimmed824,926$26M0.6%2026-Q2
GOLDMAN SACHS GROUP INC added697,178$22M0.5%2026-Q2
JPMORGAN CHASE & CO trimmed686,698$21M0.5%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added674,587$21M0.5%2026-Q2
ROYCE & ASSOCIATES LP added668,493$21M0.5%2026-Q2
Nuveen, LLC trimmed647,589$20M0.4%2026-Q2
Qube Research & Technologies Ltd added623,599$19M0.4%2026-Q2
J. Goldman & Co LP added578,222$18M0.4%2026-Q2
Alpha Wave Global, LP trimmed554,136$17M0.4%2026-Q2
PANAGORA ASSET MANAGEMENT INC added553,912$17M0.4%2026-Q2
Clearline Capital LP added532,082$17M0.4%2026-Q2
WELLS FARGO & COMPANY/MN added495,668$15M0.3%2026-Q2
Public Sector Pension Investment Board trimmed478,606$15M0.3%2026-Q2
Ancora Advisors LLC new435,550$14M0.3%2026-Q2
LOOMIS SAYLES & CO L P trimmed410,858$13M0.3%2026-Q2
AMERICAN CENTURY COMPANIES INC added394,196$12M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed353,164$11M0.2%2026-Q2
UBS Group AG trimmed353,112$11M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed350,162$11M0.2%2026-Q2
Legal & General Group Plc added334,460$10M0.2%2026-Q2
BEACONLIGHT CAPITAL, LLC trimmed322,960$10M0.2%2026-Q2
Russell Investments Group, Ltd. added315,882$10M0.2%2026-Q2
GILDER GAGNON HOWE & CO LLC trimmed308,018$10M0.2%2026-Q2
GAMCO INVESTORS, INC. ET AL trimmed278,602$9M0.2%2026-Q2
GABELLI FUNDS LLC trimmed274,876$9M0.2%2026-Q2
Swiss National Bank added273,200$8M0.2%2026-Q2
BARROW HANLEY MEWHINNEY & STRAUSS LLC added264,981$8M0.2%2026-Q2
AYAL Capital Advisors Ltd250,000$8M0.2%2026-Q2
AMERIPRISE FINANCIAL INC trimmed243,751$8M0.2%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added236,096$7M0.2%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added231,939$7M0.2%2026-Q2
Steamboat Capital Partners, LLC trimmed218,198$7M0.2%2026-Q2
Blue Door Asset Management, LLC added210,675$7M0.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed197,373$6M0.1%2026-Q2
AMJ Financial Wealth Management187,788$6M0.1%2026-Q2
California Public Employees Retirement System added186,139$6M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added182,913$6M0.1%2026-Q2
Squarepoint Ops LLC added166,835$5M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added166,364$6M0.1%2026-Q2
XTX Topco Ltd added166,245$5M0.1%2026-Q2
NICOLA WEALTH MANAGEMENT LTD.157,600$5M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added156,908$5M0.1%2026-Q2
DEUTSCHE BANK AG\ trimmed156,129$5M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed154,035$5M0.1%2026-Q2
Dana Investment Advisors, Inc. added150,814$5M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed141,072$4M0.1%2026-Q2
Edgestream Partners, L.P. trimmed135,793$4M0.1%2026-Q2
SEGALL BRYANT & HAMILL, LLC added134,737$4M0.1%2026-Q2
Roubaix Capital, LLC new134,503$4M0.1%2026-Q2
Man Group plc trimmed129,953$4M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added127,687$4M0.1%2026-Q2
TUDOR INVESTMENT CORP ET AL trimmed125,000$4M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed118,542$4M0.1%2026-Q2
PRELUDE CAPITAL MANAGEMENT, LLC added112,273$3M0.1%2026-Q2
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD new111,273$3M0.1%2026-Q2
Jump Financial, LLC added106,500$3M0.1%2026-Q2
Hudson Bay Capital Management LP trimmed104,454$3M0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed103,551$3M0.1%2026-Q2
Linden Thomas Advisory Services, LLC added98,892$3M0.1%2026-Q2
MARSHALL WACE, LLP added96,604$3M0.1%2026-Q2
ZACKS INVESTMENT MANAGEMENT added92,269$3M0.1%2026-Q2
New Age Alpha Advisors, LLC trimmed90,300$3M0.1%2026-Q2
SEI INVESTMENTS CO trimmed88,981$3M0.1%2026-Q2
Creative Planning trimmed88,015$3M0.1%2026-Q2
Tweedy, Browne Co LLC added84,748$3M0.1%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added84,748$3M0.1%2026-Q2
FIFTH THIRD BANCORP trimmed81,556$3M0.1%2026-Q2
MetLife Investment Management, LLC added80,116$2M0.1%2026-Q2
NEXPOINT ASSET MANAGEMENT, L.P. added80,100$2M0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added79,202$2M0.1%2026-Q2

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.

Learn how to read institutional ownership