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 |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
11
shares
|
$266
0.0% of portfolio
|
Q1 2025
Reduced 77.55%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
10
shares
|
$242
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
10
shares
|
$242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
10
shares
|
$242
0.0% of portfolio
|
Q2 2024
Reduced 62.96%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10
shares
|
$242
0.0% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10
shares
|
$242
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$193
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
8
shares
|
$193
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
8
shares
|
$193
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7
shares
|
$169
0.0% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
6
shares
|
$145
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
6
shares
|
$145
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
5
shares
|
$121
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
5
shares
|
$121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
5
shares
|
$121
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
5
shares
|
$121
0.0% of portfolio
|
Q1 2024
Reduced 68.75%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
5
shares
|
$121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4
shares
|
$96
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
3
shares
|
$72
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
3
shares
|
$72
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
3
shares
|
$72
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
3
shares
|
$72
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
2
shares
|
$48
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2
shares
|
$48
0.0% of portfolio
|
Q2 2023
Reduced 92.59%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2025
New holding
|