DaveManuel.com · Institutional Ownership · Who Owns It
RESIDEO TECHNOLOGIES INC (REZI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
443
Reporting holders
$4.7B
Reported value
99.2%
Of shares outstanding
0.1%
Calls
0.0%
Puts
-9
Holder change
Institutions report 150,633,817 shares against 151,847,378 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $673.2M | 21,646,747 | 0.01% | 8q | +5.8%+$36.6M |
| Clayton, Dubilier & Rice, LLC | $466.2M | 14,991,916 | 52.10% | 5q | HELD |
| FMR LLC | $362.5M | 11,654,447 | 0.02% | 31q | +232.5%+$253.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $245.1M | 7,879,676 | 0.01% | 2q | +4.8%+$11.2M |
| DIMENSIONAL FUND ADVISORS LP | $243.8M | 7,838,354 | 0.04% | 31q | +0.7%+$1.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $192.0M | 6,173,774 | 0.00% | 2q | +5.4%+$9.9M |
| ARIEL INVESTMENTS, LLC | $191.0M | 6,141,052 | 1.90% | 20q | +1.0%+$1.9M |
| STATE STREET CORP | $181.3M | 5,830,492 | 0.01% | 31q | +4.9%+$8.5M |
| Boston Partners | $165.7M | 5,324,287 | 0.15% | 20q | +1.7%+$2.8M |
| NEUBERGER BERMAN GROUP LLC | $141.5M | 4,561,718 | 0.09% | 31q | +5.2%+$7.0M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $114.6M | 3,684,469 | 0.31% | 29q | -6.7%-$8.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $110.1M | 3,540,638 | 0.01% | 31q | +8.6%+$8.7M |
| Swedbank AB | $86.0M | 2,766,809 | 0.07% | 4q | +3.8%+$3.2M |
| Pembroke Management, LTD | $70.0M | 2,250,194 | 4.96% | 8q | +101.8%+$35.3M |
| D. E. Shaw & Co., Inc. | $64.4M | 2,069,771 | 0.03% | 31q | +37.5%+$17.6M |
| GOLDENTREE ASSET MANAGEMENT LP | $58.8M | 1,892,416 | 3.42% | 3q | +11.9%+$6.2M |
| MORGAN STANLEY | $54.7M | 1,759,693 | 0.00% | 31q | +2.5%+$1.3M |
| NORTHERN TRUST CORP | $54.4M | 1,748,349 | 0.01% | 31q | +2.7%+$1.4M |
| DME Capital Management, LP | $52.9M | 1,699,590 | 1.35% | 2q | +7.9%+$3.9M |
| PZENA INVESTMENT MANAGEMENT LLC | $52.5M | 1,686,765 | 0.15% | 14q | +22.5%+$9.6M |
| NORGES BANK | $50.9M | 1,636,480 | 0.01% | 29q | +2.5%+$1.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $50.4M | 1,622,142 | 0.01% | 31q | -0.7%-$357.6K |
| Invesco Ltd. | $44.0M | 1,414,991 | 0.00% | 31q | +17.7%+$6.6M |
| Point72 Asset Management, L.P. | $41.6M incl. $21.8K options CALL | 1,338,061 | 0.05% | 3q | +16.4%+$5.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $38.0M | 1,220,755 | 0.02% | 5q | -41.0%-$26.4M |
| Fisher Asset Management, LLC | $37.0M | 1,189,585 | 0.01% | 15q | +16.0%+$5.1M |
| BANK OF AMERICA CORP /DE/ | $32.3M | 1,039,398 | 0.00% | 31q | +11.2%+$3.2M |
| FRANKLIN RESOURCES INC | $30.3M | 974,848 | 0.01% | 10q | -9.9%-$3.3M |
| VANGUARD FIDUCIARY TRUST CO | $29.0M | 931,438 | 0.01% | 2q | +6.0%+$1.6M |
| Bank of New York Mellon Corp | $28.1M | 904,077 | 0.00% | 31q | +4.4%+$1.2M |
| Global Alpha Capital Management Ltd. | $25.7M | 824,926 | 1.54% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $21.7M | 697,178 | 0.00% | 31q | +14.5%+$2.7M |
| PRINCIPAL FINANCIAL GROUP INC | $21.0M | 674,587 | 0.01% | 31q | +0.8%+$172.0K |
| JPMORGAN CHASE & CO | $20.9M | 686,698 | 0.00% | 31q | -6.3%-$1.4M |
| ROYCE & ASSOCIATES LP | $20.8M | 668,493 | 0.17% | 23q | +24.1%+$4.0M |
| Nuveen, LLC | $20.1M | 647,589 | 0.00% | 6q | -37.0%-$11.8M |
| Qube Research & Technologies Ltd | $19.4M | 623,599 | 0.02% | 2q | +108.1%+$10.1M |
| J. Goldman & Co LP | $18.0M | 578,222 | 0.46% | 10q | +34.0%+$4.6M |
| Alpha Wave Global, LP | $17.2M | 554,136 | 0.28% | 4q | -8.2%-$1.5M |
| PANAGORA ASSET MANAGEMENT INC | $17.2M | 553,912 | 0.05% | 8q | +12.2%+$1.9M |
| Clearline Capital LP | $16.5M | 532,082 | 0.99% | 3q | +499.2%+$13.8M |
| WELLS FARGO & COMPANY/MN | $15.4M | 495,668 | 0.00% | 31q | +22.4%+$2.8M |
| Public Sector Pension Investment Board | $14.9M | 478,606 | 0.04% | 25q | -2.9%-$441.3K |
| Ancora Advisors LLC | $13.5M | 435,550 | 0.26% | new | NEW |
| LOOMIS SAYLES & CO L P | $12.8M | 410,858 | 0.02% | 4q | -0.8%-$101.9K |
| AMERICAN CENTURY COMPANIES INC | $12.3M | 394,196 | 0.01% | 17q | +17.5%+$1.8M |
| RHUMBLINE ADVISERS | $11.0M | 353,164 | 0.01% | 31q | -9.3%-$1.1M |
| UBS Group AG | $11.0M | 353,112 | 0.00% | 31q | -47.7%-$10.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.9M | 350,162 | 0.00% | 31q | -2.3%-$261.9K |
| Legal & General Group Plc | $10.4M | 334,460 | 0.00% | 31q | +3.6%+$359.5K |
| BEACONLIGHT CAPITAL, LLC | $10.0M | 322,960 | 3.55% | 26q | -45.7%-$8.4M |
| Russell Investments Group, Ltd. | $9.8M | 315,882 | 0.01% | 31q | +130.6%+$5.6M |
| GILDER GAGNON HOWE & CO LLC | $9.6M | 308,018 | 0.10% | 3q | -1.1%-$108.4K |
| GAMCO INVESTORS, INC. ET AL | $8.7M | 278,602 | 0.08% | 31q | -12.9%-$1.3M |
| GABELLI FUNDS LLC | $8.5M | 274,876 | 0.05% | 31q | -24.4%-$2.8M |
| Swiss National Bank | $8.5M | 273,200 | 0.00% | 31q | +2.5%+$205.3K |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $8.2M | 264,981 | 0.02% | 3q | +101.3%+$4.1M |
| AYAL Capital Advisors Ltd | $7.8M | 250,000 | 2.10% | 3q | HELD |
| AMERIPRISE FINANCIAL INC | $7.6M | 243,751 | 0.00% | 31q | -57.9%-$10.4M |
| STATE OF WISCONSIN INVESTMENT BOARD | $7.3M | 236,096 | 0.01% | 17q | +0.7%+$53.1K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.2M | 231,939 | 0.02% | 15q | +12.5%+$798.6K |
| Steamboat Capital Partners, LLC | $6.8M | 218,198 | 1.45% | 4q | -12.3%-$949.3K |
| Blue Door Asset Management, LLC | $6.6M | 210,675 | 3.09% | 2q | +2.2%+$140.0K |
| AMJ Financial Wealth Management | $6.3M | 187,788 | 1.49% | 4q | HELD |
| FIRST TRUST ADVISORS LP | $6.1M | 197,373 | 0.00% | 28q | -15.7%-$1.1M |
| California Public Employees Retirement System | $5.8M | 186,139 | 0.00% | 31q | +1.3%+$72.7K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $5.7M | 182,913 | 0.00% | 31q | +21.4%+$1.0M |
| ALLIANCEBERNSTEIN L.P. | $5.6M | 166,364 | 0.00% | 31q | +13.3%+$659.6K |
| Squarepoint Ops LLC | $5.2M | 166,835 | 0.01% | 2q | +85.8%+$2.4M |
| XTX Topco Ltd | $5.2M | 166,245 | 0.07% | 2q | +329.8%+$4.0M |
| TUDOR INVESTMENT CORP ET AL | $5.1M incl. $1.2M options CALL | 125,000 | 0.01% | 3q | -29.9%-$2.2M |
| NICOLA WEALTH MANAGEMENT LTD. | $4.9M | 157,600 | 0.56% | 17q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.9M | 156,908 | 0.00% | 31q | +0.8%+$41.1K |
| DEUTSCHE BANK AG\ | $4.9M | 156,129 | 0.00% | 31q | -56.9%-$6.4M |
| PRUDENTIAL FINANCIAL INC | $4.8M | 154,035 | 0.01% | 31q | -7.6%-$391.5K |
| Dana Investment Advisors, Inc. | $4.7M | 150,814 | 0.12% | 10q | +8.3%+$358.4K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $4.6M | 147,557 | 0.01% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.4M | 141,072 | 0.00% | 7q | -4.6%-$210.2K |
| Edgestream Partners, L.P. | $4.2M | 135,793 | 0.13% | 3q | -12.6%-$611.0K |
| SEGALL BRYANT & HAMILL, LLC | $4.2M | 134,737 | 0.05% | 9q | -12.6%-$603.9K |
| Roubaix Capital, LLC | $4.2M | 134,503 | 1.50% | new | NEW |
| Man Group plc | $4.0M | 129,953 | 0.01% | 3q | -46.4%-$3.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.0M | 127,687 | 0.00% | 2q | +8.4%+$308.7K |
| AQR CAPITAL MANAGEMENT LLC | $3.7M | 118,542 | 0.00% | 30q | -3.5%-$134.1K |
| CANADA LIFE ASSURANCE Co | $3.6M | 115,851 | 0.01% | 31q | -2.1%-$77.4K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $3.5M | 112,273 | 0.25% | 25q | +16.8%+$501.3K |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | $3.5M | 111,273 | 0.95% | new | NEW |
| Jump Financial, LLC | $3.3M | 106,500 | 0.03% | new | NEW |
| Hudson Bay Capital Management LP | $3.2M | 104,454 | 0.01% | 4q | -57.1%-$4.3M |
| ENVESTNET ASSET MANAGEMENT INC | $3.2M | 103,551 | 0.00% | 23q | -14.0%-$524.8K |
| Linden Thomas Advisory Services, LLC | $3.1M | 98,892 | 0.25% | 13q | +12.3%+$336.3K |
| MARSHALL WACE, LLP | $3.0M | 96,604 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $2.9M incl. $1.2M options CALL+PUT | 53,629 | 0.00% | 31q | -84.5%-$15.8M |
| Assenagon Asset Management S.A. | $2.9M | 93,058 | 0.00% | 23q | +457.3%+$2.4M |
| ZACKS INVESTMENT MANAGEMENT | $2.9M | 92,269 | 0.02% | 4q | +24.5%+$564.8K |
| Thrivent Financial for Lutherans | $2.8M | 91,481 | 0.00% | 31q | HELD |
| New Age Alpha Advisors, LLC | $2.8M | 90,300 | 0.12% | 6q | -20.0%-$703.6K |
| HERITAGE INVESTORS MANAGEMENT CORP | $2.8M | 89,425 | 0.08% | 31q | -1.0%-$27.2K |
| SEI INVESTMENTS CO | $2.8M | 88,981 | 0.00% | 31q | -29.3%-$1.1M |
| Creative Planning | $2.7M | 88,015 | 0.00% | 22q | -14.6%-$469.0K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-08 | 13G/A | Dimensional Fund Advisors LP | 4.9% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-12 | 2026-08-12 | Directors or officers departed or appointed | filing |
| 2026-08-07 | 2026-08-03 | Directors or officers departed or appointed | filing |
| 2026-08-04 | 2026-07-31 | Acquisition or disposal completed Directors or officers departed or appointed Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-14 | Foster Joshua Peter | SVP, GC & Corp Sec | Bought | 15,317 | $315.2K |
| 2026-08-14 | SURRAN THOMAS A | President and CEO | Bought | 15,000 | $306.9K |
| 2026-08-17 | Mehta Amit Ashvin | SVP, Strategy & Business Ops | Bought | 10,928 | $226.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 112 | $75.7M | 4,172,751 | 8 | 27 | 23 | 0.0% |
| Q2 2026 | 443 | $4.7B | 150,633,817 | 55 | 125 | 132 | 0.2% |
| Q1 2026 | 452 | $4.9B | 144,858,545 | 56 | 126 | 117 | 0.1% |
| Q4 2025 | 453 | $5.3B | 151,720,394 | 57 | 112 | 162 | 0.1% |
| Q3 2025 | 457 | $6.2B | 143,765,534 | 116 | 107 | 144 | 0.5% |
| Q2 2025 | 388 | $3.3B | 148,275,244 | 39 | 123 | 104 | 0.0% |
| Q1 2025 | 402 | $2.5B | 140,493,064 | 48 | 116 | 117 | 0.1% |
| Q4 2024 | 401 | $3.2B | 139,887,423 | 45 | 103 | 104 | 0.2% |
| Q3 2024 | 391 | $2.8B | 136,745,617 | 45 | 118 | 94 | 0.0% |
| Q2 2024 | 402 | $2.7B | 136,033,987 | 57 | 103 | 113 | 0.0% |
| Q1 2024 | 379 | $3.1B | 139,548,885 | 53 | 93 | 110 | 0.2% |
| Q4 2023 | 368 | $2.6B | 135,517,970 | 41 | 94 | 106 | 0.2% |
| Q3 2023 | 338 | $2.1B | 133,529,951 | 20 | 87 | 97 | 0.1% |
| Q2 2023 | 352 | $2.4B | 135,338,610 | 31 | 78 | 115 | 0.1% |
| Q1 2023 | 359 | $2.5B | 135,961,544 | 39 | 95 | 99 | 0.3% |
| Q4 2022 | 353 | $2.2B | 135,185,177 | 73 | 93 | 99 | 0.0% |
| Q3 2022 | 304 | $2.8B | 149,252,948 | 28 | 81 | 93 | 0.1% |
| Q2 2022 | 318 | $2.9B | 150,627,307 | 27 | 88 | 105 | 0.2% |
| Q1 2022 | 342 | $3.6B | 150,147,713 | 32 | 88 | 102 | 0.1% |
| Q4 2021 | 350 | $4.6B | 178,196,833 | 29 | 94 | 96 | 0.2% |
| Q3 2021 | 349 | $4.4B | 178,470,648 | 28 | 81 | 122 | 0.2% |
| Q2 2021 | 359 | $5.4B | 179,314,244 | 39 | 95 | 102 | 0.2% |
| Q1 2021 | 354 | $5.1B | 179,790,679 | 56 | 85 | 118 | 1.0% |
| Q4 2020 | 347 | $4.2B | 193,985,709 | 79 | 92 | 97 | 0.7% |
| Q3 2020 | 282 | $7.1B | 647,867,614 | 31 | 67 | 106 | 0.1% |
| Q2 2020 | 300 | $7.8B | 666,018,940 | 57 | 77 | 105 | 0.1% |
| Q1 2020 | 309 | $2.2B | 450,901,736 | 30 | 94 | 118 | 0.1% |
| Q4 2019 | 380 | $1.9B | 162,120,355 | 41 | 80 | 162 | 0.6% |
| Q3 2019 | 408 | $2.9B | 199,216,979 | 38 | 87 | 189 | 0.0% |
| Q2 2019 | 475 | $3.9B | 178,241,053 | 53 | 106 | 198 | 0.2% |
| Q1 2019 | 525 | $3.5B | 180,721,360 | 99 | 100 | 225 | 0.3% |
| Q4 2018 | 538 | $7.4B | 358,027,287 | 39 | 0 | 0 | 0.1% |