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 431 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $6.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10
shares
|
$431
0.0% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10
shares
|
$431
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
10
shares
|
$431
0.0% of portfolio
|
Q2 2024
Reduced 62.96%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
8
shares
|
$344
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$344
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
8
shares
|
$344
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
8
shares
|
$344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
8
shares
|
$344
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
8
shares
|
$344
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7
shares
|
$301
0.0% of portfolio
|
Q2 2024
Reduced 89.23%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
6
shares
|
$258
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
6
shares
|
$258
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
5
shares
|
$215
0.0% of portfolio
|
Q1 2024
Reduced 68.75%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
5
shares
|
$215
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
5
shares
|
$215
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5
shares
|
$215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4
shares
|
$172
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
4
shares
|
$172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
3
shares
|
$129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
3
shares
|
$129
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
2
shares
|
$86
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2
shares
|
$86
0.0% of portfolio
|
Q2 2023
Reduced 92.59%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q4 2021
Reduced 95.24%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q2 2024
New holding
|