HolderBook

RESIDEO TECHNOLOGIES INC (REZI)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

16
Reporting holders
$412.4K
Reported value
0.0%
Calls
0.0%
Puts
-428
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Central Pacific Bank - Trust Division$177.0K9,7500.02%11qHELD
GAMMA Investing LLC$123.4K6,7990.00%12q+15.2%+$16.3K
Versant Capital Management, Inc$43.8K2,4140.00%31q+1.8%
Farther Finance Advisors, LLC$41.3K2,2750.00%16q-33.5%-$20.8K
STEPH & CO$8.2K4540.00%16qHELD
CoreCap Advisors, LLC$4.1K2260.00%11qHELD
ARMSTRONG ADVISORY GROUP, INC$4.1K2250.00%14qHELD
EASTERN BANK$2.9K1570.00%9q-11.3%
Grove Bank & Trust$2.7K1470.00%7qHELD
MassMutual Private Wealth & Trust, FSB$2.5K1360.00%32q+54.5%
Horrell Capital Management, Inc.$1.0K410.00%5qHELD
Retirement Wealth Solutions LLC$799440.00%5q-33.3%
GILPIN WEALTH MANAGEMENT, LLC$327180.00%4q+20.0%
Trust Co$290160.00%4qHELD
TOMPKINS FINANCIAL CORP$10960.00%11qHELD
Davis Capital Management$1810.00%2q-87.5%
CX Institutional$1540.00%7qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-0813G/ADimensional Fund Advisors LP4.9%
2026-09-0813G/AFMR LLCwith 1 co-filers11.0%
2026-08-0613GFMR LLCwith 1 co-filers7.7%
2026-08-0413D/ACD&R Channel Holdings II, L.P.with 3 co-filers19.7%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-14Foster Joshua PeterSVP, GC & Corp SecBought15,317$315.2K
2026-08-14SURRAN THOMAS APresident and CEOBought15,000$306.9K
2026-08-17Mehta Amit AshvinSVP, Strategy & Business OpsBought10,928$226.0K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202616$412.4K22,7090440.0%
Q2 2026444$4.9B158,847,245581251300.2%
Q1 2026450$4.9B145,954,638571281130.1%
Q4 2025451$5.3B151,838,460571111620.1%
Q3 2025455$6.2B144,010,2171151071430.5%
Q2 2025387$3.3B148,475,921391231040.0%
Q1 2025401$2.5B140,667,889481161170.1%
Q4 2024400$3.2B140,192,812451031040.2%
Q3 2024391$2.8B136,909,36745118940.0%
Q2 2024402$2.7B136,175,967571031130.0%
Q1 2024379$3.1B139,601,94553931100.2%
Q4 2023367$2.6B135,517,96141941060.2%
Q3 2023337$2.1B133,529,9422087970.1%
Q2 2023351$2.4B135,338,60131781150.1%
Q1 2023358$2.5B135,961,5353995990.3%
Q4 2022353$2.2B135,185,1777399810.0%
Q3 2022313$2.6B135,689,0132885940.2%
Q2 2022327$2.7B136,796,13129881110.3%
Q1 2022349$3.3B136,546,23932891070.1%
Q4 2021355$3.5B134,970,4412994980.2%
Q3 2021355$3.3B133,468,84029801260.3%
Q2 2021364$4.0B133,068,48039981020.3%
Q1 2021363$3.8B132,874,13758881221.4%
Q4 2020353$2.8B130,906,85079951001.0%
Q3 2020287$1.3B114,373,92232681080.5%
Q2 2020304$1.4B119,040,11557771080.3%
Q1 2020313$563.0M115,683,99030941210.5%
Q4 2019386$1.3B111,137,12542811640.9%
Q3 2019413$1.5B106,732,16939891900.1%
Q2 2019478$2.2B97,896,613541061990.3%
Q1 2019527$1.8B92,838,714991002260.5%
Q4 2018540$1.9B90,411,51840000.2%