DOSSIER · 13F Holders · Q1 2026Consumer Cyclical · Wholesale-Hardware
REZI

RESIDEO TECHNOLOGIES INC

471 institutions still hold RESIDEO TECHNOLOGIES INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 76118Y104·Wholesale-Hardware·471 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$3.5B
visible holders
Holders
471
filers reporting
Concentration
19.49%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

Swedbank AB alone accounts for 90% of Resideo Technologies' (REZI) tracked institutional value — $86.0 million of the $96.0 million reported across 46 holders — a degree of single-holder concentration that makes Swedbank's own behavior the dominant story. This quarter its share count rose 3.8% (a genuine $3.16 million real addition) even though the position's dollar value fell $3.79 million because the stock's price declined — real accumulation that a price-only reading would miss. Linden Thomas Advisory Services added 12.3% to its smaller stake (a real $336,284 buy), while Assenagon Asset Management, flagged as quasi-passive in this dataset, saw its holding nearly triple (+179%, an $928,000 flow) — likely index-driven rather than a discretionary call.

One holder controls 90% of the book

Swedbank AB's $86.0 million stake represents roughly 90% of all tracked institutional value in Resideo — a level of concentration where Swedbank's own trading activity is, for practical purposes, the entire institutional-ownership story. This quarter its share count grew from 2,665,123 to 2,766,809, a 3.8% increase and a genuine $3.16 million real addition, even though the position's dollar value fell $3.79 million because the stock's price declined over the quarter. Read by price alone, Swedbank looks like it lost money and pulled back; read by share flow, it was quietly still buying.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$690M20.5M0.01%Q1 2026
02
Clayton, Dubilier & Rice, LLC
CIK 0001538642
$505M15.0M94.10%Q1 2026
03
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$263M7.8M0.05%Q1 2026
04
Vanguard Portfolio Management
CIK 0002100121· Index
$254M7.5M0.01%Q1 2026
05
ARIEL INVESTMENTS, LLC
CIK 0000936753
$205M6.1M2.29%Q1 2026
06
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$197M5.9M0.00%Q1 2026
07
STATE STREET CORP
CIK 0000093751
$187M5.6M0.01%Q1 2026
08
Boston Partners
CIK 0001386060
$176M5.2M0.18%Q1 2026
09
Neuberger Berman Group LLC
CIK 0001465109
$146M4.3M0.11%Q1 2026
10
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$133M3.9M0.45%Q1 2026
11
FMR LLC
CIK 0000315066
$118M3.5M0.01%Q1 2026
12
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$110M3.3M0.01%Q1 2026
13
LOCUST WOOD CAPITAL ADVISERS, LLC
CIK 0001349434
$107M3.2M2.70%Q1 2026
14
Swedbank AB
CIK 0000946431
$86M2.8M0.07%Q2 2026
15
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$70M2.1M0.04%Q1 2026
16
Permian Investment Partners, LP
CIK 0001472850
$65M1.9M7.19%Q1 2026
17
MORGAN STANLEY
CIK 0000895421
$58M1.7M0.00%Q1 2026
18
NORTHERN TRUST CORP
CIK 0000073124· Index
$57M1.7M0.01%Q1 2026
19
Sachem Head Capital Management LP
CIK 0001582090
$57M1.6M1.34%Q4 2025
20
GOLDENTREE ASSET MANAGEMENT LP
CIK 0001278951
$57M1.7M3.38%Q1 2026
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Insiders at RESIDEO TECHNOLOGIES INC
Kutz JeffreySleeper Nathan KStroup John SRichardson NinaKushner BrianYusuf KareemLazar Jack RTeich Andrew C