Guru Ownership Over Time
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 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $376.29 M.
Top institutional holders include John Rogers and Richard Pzena.
Institutional sentiment is currently Bearish. This is evidenced by a $288.82 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 | |
| 0.01% | 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Resideo Technologies, Inc. (REZI)
Top Guru holders include John Rogers ($289.21 M), Richard Pzena ($95.19 M), Ken Fisher ($47.09 M). Collectively, tracked Gurus hold 11.41 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $288.82 M, with 6 Gurus buying and 8 Gurus selling.
In the recent quarter, 7 Gurus reduced their positions, and 1 Gurus sold out of REZI completely. Total sell value was $296.63 M.
Yes, 2 Gurus opened new positions in REZI, and 4 added to their existing holdings. Total buy value was $7.81 M.