Resideo Technologies, Inc.

REZI Industrials
$37.87 +$0.26 (0.69%)
Market Cap: $5.67 B
Gurus Holding
13
Popularity Rank
#175
% of Shares Held
7.71%
Net Activity (Q3 2025)
-$140.46 M

Guru Ownership Trend

Guru Analysis for Resideo Technologies, Inc. (REZI)

Resideo Technologies, Inc. (REZI), a key player in the Industrials sector, continues to attract institutional attention.

As of Q3 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $436.97 M.

Top institutional holders include John Rogers and Richard Pzena.

Institutional sentiment is currently Bearish. This is evidenced by a $140.46 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 478.3%. Conversely, HOTCHKIS & WILEY reduced exposure by 61.4%.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.09% Reduce -25.2% 6,697,864 $289.21 M Q3 2025
0.31% Reduce -18.0% 2,204,467 $95.19 M Q3 2025
0.02% Add 4.2% 1,090,528 $47.09 M Q3 2025
0.23% Reduce -23.1% 535,036 $23.1 M Q3 2025
0.16% Reduce -8.9% 372,710 $16.09 M Q3 2025
0.03% Reduce -61.4% 260,803 $11.26 M Q3 2025
0.00% Reduce -17.3% 132,594 $5.73 M Q3 2025
0.01% Add 478.3% 68,558 $2.96 M Q3 2025
0.03% Reduce -18.1% 59,196 $2.56 M Q3 2025
0.15% Add 105.4% 39,989 $1.73 M Q3 2025
0.00% Add 60.6% 28,130 $1.21 M Q3 2025
0.01% New Buy 26,000 $1.12 M Q3 2025
0.00% New Buy 22,824 $985,540 Q3 2025

Key Holders

Top 5 by Value

$289.21 M
$95.19 M
$47.09 M
$23.1 M
$16.09 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$7.81 M
Total Buy Value
New Buys 2
Additions 4
-$148.27 M
Total Sell Value
Reductions 7
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
8
Net Buyers
6

FAQs for Resideo Technologies, Inc. (REZI)

Major holders include John Rogers ($289.21 M), Richard Pzena ($95.19 M), Ken Fisher ($47.09 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 11.54 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $140.46 M, with 6 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited REZI. The total reported sell value was $148.27 M.

Yes, 2 managers opened new positions in REZI, and 4 increased their existing holdings. The total reported buy value was $7.81 M.