RESIDEO TECHNOLOGIES, INC. (REZI) — Institutional Holders, Q2 2026 (page 5)
440 institutional investment managers reported a REZI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 440. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
REZI 13F holders ranked 401–440 of 440
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | West Branch Capital#401 · 17 sh | 17 | $529.00 | — | 0.0% |
| 402 | Fortis Group Advisors#402 · 17 sh | 17 | $529.00 | <0.01% | 0.0% |
| 403 | Cornerstone Financial Management#403 · 17 sh | 17 | $529.00 | <0.01% | New |
| 404 | Institute for Wealth Management#404 · 16 sh | 16 | $507.00 | 0.00% | New |
| 405 | Trust Co#405 · 16 sh | 16 | $498.00 | — | 0.0% |
| 406 | MTM Investment Management#406 · 16 sh | 16 | $498.00 | <0.01% | 0.0% |
| 407 | Align Financial#407 · 16 sh | 16 | $498.00 | — | 0.0% |
| 408 | ST GERMAIN D J#408 · 16 sh | 16 | $498.00 | 0.00% | 0.0% |
| 409 | Transamerica Financial Advisors#409 · 16 sh | 16 | $497.00 | 0.00% | New |
| 410 | GILPIN WEALTH MANAGEMENT#410 · 15 sh | 15 | $467.00 | — | -37.5% |
| 411 | Rialto Wealth Management#411 · 11 sh | 11 | $343.00 | <0.01% | -38.9% |
| 412 | MATHER GROUP#412 · 11 sh | 11 | $342.00 | — | 0.0% |
| 413 | Asset Dedication#413 · 10 sh | 10 | $311.00 | 0.00% | 0.0% |
| 414 | CREATIVE FINANCIAL DESIGNS#414 · 10 sh | 10 | $311.00 | 0.00% | 0.0% |
| 415 | TD Capital Management#415 · 9 sh | 9 | $280.00 | 0.00% | 0.0% |
| 416 | Elevated Capital Advisors#416 · 9 sh | 9 | $280.00 | <0.01% | 0.0% |
| 417 | Napier Financial#417 · 9 sh | 9 | $280.00 | <0.01% | 0.0% |
| 418 | Holos Integrated Wealth#418 · 8 sh | 8 | $259.00 | — | 0.0% |
| 419 | Davis Capital Management#419 · 8 sh | 8 | $249.00 | — | New |
| 420 | Abound Wealth Management#420 · 8 sh | 8 | $249.00 | — | 0.0% |
| 421 | PENSION & WEALTH MANAGEMENT ADVISORS#421 · 8 sh | 8 | $249.00 | — | 0.0% |
| 422 | HM PAYSON#422 · 7 sh | 7 | $218.00 | 0.00% | 0.0% |
| 423 | TOMPKINS FINANCIAL#423 · 6 sh | 6 | $187.00 | — | 0.0% |
| 424 | OF VERMONT#424 · 6 sh | 6 | $187.00 | — | — |
| 425 | GHP Investment Advisors#425 · 5 sh | 5 | $156.00 | — | 0.0% |
| 426 | Rosenberg Matthew Hamilton#426 · 5 sh | 5 | $156.00 | — | 0.0% |
| 427 | DecisionPoint Financial#427 · 5 sh | 5 | $156.00 | 0.00% | New |
| 428 | BIRCHBROOK#428 · 5 sh | 5 | $156.00 | — | 0.0% |
| 429 | Phillip James Consulting#429 · 3 sh | 3 | $93.00 | <0.01% | New |
| 430 | Cornerstone Planning Group#430 · 2 sh | 2 | $68.00 | — | 0.0% |
| 431 | MARYLAND CAPITAL ADVISORS#431 · 2 sh | 2 | $63.00 | — | — |
| 432 | RAFFA WEALTH MANAGEMENT#432 · 1 sh | 1 | $31.00 | 0.00% | -80.0% |
| 433 | Fairman Group#433 · 1 sh | 1 | $31.00 | — | 0.0% |
| 434 | Addison Advisors#434 · 0 sh | 0 | $6.00 | 0.00% | New |
| 435 | Bollard Group#435 · 16 sh | 16 | $0.00 | 0.00% | 0.0% |
| 436 | Centerpoint Advisors#436 · 6 sh | 6 | $0.00 | 0.00% | New |
| 437 | Evolution Advisers#437 · 15 sh | 15 | $0.00 | 0.00% | New |
| 438 | Navigoe#438 · 9 sh | 9 | $0.00 | 0.00% | New |
| 439 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#439 · 156,908 sh | 156,908 | — | — | +0.8% |
| 440 | Quantum Portfolio Management#440 · 2,588 sh | 2,588 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.