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 437 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
518
shares
|
$12,540
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
499
shares
|
$12,080
0.0% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
450
shares
|
$10,894
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
383
shares
|
$9,272
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
360
shares
|
$8,715
0.0% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
358
shares
|
$8,667
0.0% of portfolio
|
Q3 2022
Added 52.34%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
343
shares
|
$8,304
0.0% of portfolio
|
Q1 2025
Added 148.55%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
314
shares
|
$7,601
0.0% of portfolio
|
Q1 2025
Added 44.04%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
296
shares
|
$7,166
0.01% of portfolio
|
Q3 2024
Added 218.28%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
295
shares
|
$7,141
0.0% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
284
shares
|
$6,875
0.0% of portfolio
|
Q1 2022
Added 0.35%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
276
shares
|
$6,681
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
265
shares
|
$6,415
0.0% of portfolio
|
Q1 2025
Reduced 18.21%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
250
shares
|
$6,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
249
shares
|
$6,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
248
shares
|
$6,004
0.0% of portfolio
|
Q1 2025
Reduced 54.24%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
241
shares
|
$5,834
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
240
shares
|
$5,810
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
239
shares
|
$5,786
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
230
shares
|
$5,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
225
shares
|
$5,447
0.0% of portfolio
|
Q2 2024
Added 80.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
220
shares
|
$5,326
0.0% of portfolio
|
Q3 2022
Reduced 3.51%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
218
shares
|
$5,277
0.0% of portfolio
|
Q3 2024
Reduced 29.45%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
209
shares
|
$5,059
0.0% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
207
shares
|
$5,011
0.0% of portfolio
|
Q1 2025
Added 7.81%
|