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Resideo Technologies, Inc.

REZI Industrials
$30.23 +$0.48 (1.61%)
Market Cap: $4.58 B
Gurus Holding
13
Popularity Rank
#185
% of Shares Held
8.43%
Net Activity (Q1 2026)
+$90.97 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 Q1 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $385.93 M.

Top institutional holders include John Rogers and David Einhorn.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $90.97 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 102.9%. Conversely, Mario Gabelli reduced exposure by 12.2%.

Key Holders

Top 5 by Value

$204.92 M
$53.09 M
$46.42 M
$38.75 M
$34.58 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$98.68 M
Total Buy Value
New Buys 3
Additions 5
-$7.71 M
Total Sell Value
Reductions 5
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
8

FAQs for Resideo Technologies, Inc. (REZI)

Major holders include John Rogers ($204.92 M), David Einhorn ($53.09 M), Richard Pzena ($46.42 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 12.77 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $90.97 M, with 8 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited REZI. The total reported sell value was $7.71 M.

Yes, 3 managers opened new positions in REZI, and 5 increased their existing holdings. The total reported buy value was $98.68 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.29% Reduce -0.7% 6,078,851 $204.92 M Q1 2026
1.66% New Buy 1,574,950 $53.09 M Q1 2026
0.15% Add 0.3% 1,377,030 $46.42 M Q1 2026
0.05% New Buy 1,149,532 $38.75 M Q1 2026
0.01% Reduce -4.3% 1,025,835 $34.58 M Q1 2026
0.18% Add 2.0% 538,787 $18.16 M Q1 2026
0.11% Reduce -12.2% 319,695 $10.78 M Q1 2026
0.02% Reduce -5.8% 206,259 $6.95 M Q1 2026
0.01% Add 102.9% 178,332 $6.01 M Q1 2026
0.00% Add 0.5% 122,855 $4.14 M Q1 2026
0.20% Add 57.7% 73,628 $2.48 M Q1 2026
0.61% New Buy 69,762 $2.35 M Q1 2026
0.02% Reduce -5.2% 50,896 $1.72 M Q1 2026
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SEC Form