Institutional Ownership Resideo Technologies, Inc. (REZI)
This table provides information about the institutional ownership of Resideo Technologies, Inc. (REZI). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $4.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
17
shares
|
$561
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
17
shares
|
$561
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
17
shares
|
$561
0.0% of portfolio
|
Q2 2025
Reduced 54.05%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
17
shares
|
$561
0.0% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
16
shares
|
$528
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
16
shares
|
$528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
16
shares
|
$528
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
16
shares
|
$528
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
16
shares
|
$528
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
16
shares
|
$528
0.0% of portfolio
|
Q2 2024
Reduced 95.25%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
16
shares
|
$528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
15
shares
|
$495
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
15
shares
|
$495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
14
shares
|
$462
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
11
shares
|
$363
0.0% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
11
shares
|
$363
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
11
shares
|
$363
0.0% of portfolio
|
Q1 2025
Reduced 77.55%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
11
shares
|
$363
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
11
shares
|
$363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
11
shares
|
$363
0.0% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10
shares
|
$330
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
10
shares
|
$330
0.0% of portfolio
|
Q2 2024
Reduced 62.96%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
10
shares
|
$330
0.0% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
8
shares
|
$264
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|