REZINYSEWholesale-HardwareFiscal year ends December 31
RESIDEO TECHNOLOGIES, INC.
Financials through Q2 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Aug 12, 2026
$16.60+0.14 (+0.85%)
Close on Oct 19, 2026
- Market cap
- $2.56B
- P/E (TTM)
- 7.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.2%
151M of 152M shares
Institutional holders
435
62 new, 66 sold out
Net institutional buying
6M
In Q2 2026
Insider trades, 12 months
9 buys · 0 sales
Net bought $54.07M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 7,578,355 | 5.01% | 13G (passive) | Mar 31, 2026 |
| CD&R Associates XII, L.P. | 33,478,322 | 19.70% | 13D (active) amendment | Jul 31, 2026 |
| CD&R Investment Associates XII, Ltd. | 33,478,322 | 19.90% | 13D (active) amendment | Nov 11, 2025 |
| BlackRock, Inc. | 19,722,433 | 13.30% | 13G (passive) amendment | Sep 30, 2025 |
| FMR LLC | 16,715,890 | 11.00% | 13G (passive) amendment | Aug 31, 2026 |
| Abigail P. Johnson | 11,654,447 | 7.70% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of REZI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,646,747 | 14.26% | $673.21M | +1,177,978 | 0.01% |
| Clayton, Dubilier & Rice, LLC | 14,991,916 | 9.87% | $466.25M | +15,774 | 52.10% |
| FMR LLC | 11,654,447 | 7.68% | $362.45M | +8,149,181 | 0.02% |
| Vanguard Portfolio Management LLC | 7,879,676 | 5.19% | $245.06M | +359,091 | 0.01% |
| Dimensional Fund Advisors LP | 7,838,354 | 5.16% | $243.76M | +50,920 | 0.04% |
| Vanguard Capital Management LLC | 6,173,774 | 4.07% | $192.00M | +317,592 | 0.00% |
| Ariel Investments, LLC | 6,141,052 | 4.04% | $190.99M | +62,201 | 1.90% |
| State Street Corp | 5,830,492 | 3.84% | $181.33M | +273,757 | 0.01% |
| Boston Partners | 5,324,287 | 3.51% | $165.74M | +90,124 | 0.15% |
| Neuberger Berman Group LLC | 4,561,718 | 3.00% | $141.51M | +227,059 | 0.09% |
| Fuller & Thaler Asset Management, Inc. | 3,684,469 | 2.43% | $114.59M | −263,127 | 0.31% |
| Geode Capital Management, LLC | 3,540,638 | 2.33% | $110.13M | +280,723 | 0.01% |
| Swedbank AB | 2,766,809 | 1.82% | $86.05M | +101,686 | 0.07% |
| Pembroke Management, LTD | 2,250,194 | 1.48% | $69.98M | +1,135,065 | 4.96% |
| D. E. Shaw & Co., Inc. | 2,069,771 | 1.36% | $64.37M | +565,026 | 0.03% |
| Goldentree Asset Management LP | 1,892,416 | 1.25% | $58.76M | +201,073 | 3.42% |
| Morgan Stanley | 1,759,693 | 1.16% | $54.73M | +43,126 | 0.00% |
| Northern Trust Corp | 1,748,349 | 1.15% | $54.37M | +45,517 | 0.01% |
| DME Capital Management, LP | 1,699,590 | 1.12% | $52.86M | +124,640 | 1.35% |
| Pzena Investment Management LLC | 1,686,765 | 1.11% | $52.46M | +309,735 | 0.15% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 435 | 151M | 99.2% | 62 / 127 | 135 / 66 | 20M | 14M |
| Q1 2026 | 448 | 145M | 95.4% | 66 / 133 | 118 / 59 | 28M | 20M |
| Q4 2025 | 450 | 152M | 99.9% | 73 / 117 | 160 / 71 | 22M | 14M |
| Q3 2025 | 455 | 144M | 94.7% | 115 / 107 | 145 / 43 | 26M | 31M |
| Q2 2025 | 387 | 148M | 97.7% | 45 / 128 | 109 / 52 | 18M | 10M |
| Q1 2025 | 398 | 140M | 92.5% | 55 / 120 | 118 / 50 | 12M | 9M |
| Q4 2024 | 400 | 140M | 92.1% | 65 / 109 | 115 / 49 | 13M | 10M |
| Q3 2024 | 389 | 137M | 90.1% | 46 / 121 | 95 / 55 | 34M | 11M |
| Q2 2024 | 402 | 136M | 89.6% | 57 / 107 | 122 / 33 | 8M | 11M |
| Q1 2024 | 381 | 140M | 91.9% | 56 / 102 | 114 / 40 | 12M | 8M |
| Q4 2023 | 371 | 136M | 89.3% | 63 / 98 | 111 / 29 | 9M | 7M |
| Q3 2023 | 340 | 133M | 87.8% | 20 / 94 | 103 / 32 | 5M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of REZI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8,393,218 | 5.53% | $261.03M | 0.23% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,329,205 | 2.85% | $134.64M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,575,527 | 2.35% | $111.20M | 0.13% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,126,599 | 2.06% | $97.24M | 0.05% | Jun 30, 2026 |
| Undiscovered Managers Behavioral Value Fund | 2,975,295 | 1.96% | $92.53M | 1.03% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 2,847,954 | 1.88% | $97.68M | 0.39% | Jul 31, 2026 |
| Disciplined Value Mid Cap Fund | 2,783,232 | 1.83% | $86.56M | 0.37% | Jun 30, 2026 |
| Fidelity Value Fund | 2,141,400 | 1.41% | $73.45M | 0.70% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,979,895 | 1.30% | $61.57M | 0.09% | Jun 30, 2026 |
| Ariel Fund | 1,735,535 | 1.14% | $53.98M | 1.86% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,596,102 | 1.05% | $49.64M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,504,233 | 0.99% | $51.60M | 0.15% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 1,295,697 | 0.85% | $44.44M | 0.23% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,274,597 | 0.84% | $39.64M | 0.23% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 1,147,248 | 0.76% | $39.35M | 0.23% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Thomas A. Surran | President and CEO, Director | 338,573 | 0.22% | Aug 17, 2026 |
| Jay L. Geldmacher | President and CEO, Director | 849,645 | 0.56% | Feb 20, 2026 |
| Shane R. Harrison | SVP, CFO | 51,203 | 0.03% | Sep 3, 2026 |
| Amit Ashvin Mehta | SVP, Strategy & Business Ops | 57,362 | 0.04% | Aug 18, 2026 |
| Joshua Peter Foster | SVP, GC & Corp Sec | 183,509 | 0.12% | Aug 17, 2026 |
| Ryan Robert Strassburg | See Remarks | 49,552 | 0.03% | Aug 5, 2026 |
| Patrick Edward Murray | See Remarks | 41,498 | 0.03% | Aug 5, 2026 |
| Scott Allen Ziffra | See Remarks | 66,900 | 0.04% | Aug 5, 2026 |
| Scott Harkins | See Remarks | 100,283 | 0.07% | Aug 5, 2026 |
| Jeffrey Kutz | Chief Accounting Officer | 36,332 | 0.02% | Jul 9, 2026 |
| Michael Carlet | Chief Financial Officer | 166,706 | 0.11% | May 19, 2026 |
| Stephen Montgomery Kelly | EVP, Chief HR Officer | 307,929 | 0.20% | Feb 18, 2026 |
| Jeannine J. Lane | EVP, GC and Corp Sec | 218,423 | 0.14% | Feb 18, 2026 |
| Robert B. Aarnes | President, ADI | 561,875 | 0.37% | Feb 18, 2026 |
| Tina M. Beskid | Chief Accounting Officer | 57,428 | 0.04% | Feb 19, 2025 |
| Andrew Campelli | Director | 6,407 | 0.00% | Aug 14, 2026 |
| Jack R. Lazar | Director | 123,188 | 0.08% | Jul 2, 2026 |
| Andrew C. Teich | Director | 359,677 | 0.24% | Jul 2, 2026 |
| Sharon L. Wienbar | Director | 86,023 | 0.06% | Jun 5, 2026 |
| Brian Kushner | Director | 70,039 | 0.05% | Jun 5, 2026 |
| Nathan K. Sleeper | Director | 5,468 | 0.00% | Jun 5, 2026 |
| Kareem Yusuf | Director | 41,403 | 0.03% | Jun 5, 2026 |
| John S. Stroup | Director | 5,468 | 0.00% | Jun 5, 2026 |
| Nina Richardson | Director | 63,354 | 0.04% | Jun 5, 2026 |
| Paul F. Deninger | Director | 80,294 | 0.05% | Jun 5, 2026 |
| Cynthia Lynn Hostetler | Director | 58,778 | 0.04% | Jun 5, 2026 |
| CD&R Channel Holdings, L.P. | 10% owner | – | – | Aug 4, 2026 |
| CD&R Associates XII, L.P. | 10% owner | 13,270,734 | 8.74% | Aug 4, 2026 |
| CD&R Channel Holdings II, L.P. | 10% owner | 14,672,673 | 9.66% | Aug 4, 2026 |
| CD&R Investment Associates XII, Ltd. | 10% owner | – | – | Aug 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Shane R. Harrison SVP, CFO | Sep 1, 2026 | Award | +51,203 | – | – | 51,203 |
| Amit Ashvin Mehta SVP, Strategy & Business Ops | Aug 17, 2026 | Buy | +10,928.4 | $20.68 | $226.00K | 57,362 |
| Joshua Peter Foster SVP, GC & Corp Sec | Aug 14, 2026 | Buy | +15,317 | $20.58 | $315.22K | 183,509 |
| Thomas A. Surran President and CEO, Director | Aug 14, 2026 | Buy | +15,000 | $20.46 | $306.90K | 338,573 |
| Andrew Campelli Director | Aug 13, 2026 | Award | +6,407 | – | – | 6,407 |
| Thomas A. Surran President and CEO, Director | Aug 3, 2026 | Award | +45,125 | – | – | 323,573 |
| Jeffrey Kutz Chief Accounting Officer | Jul 7, 2026 | Tax withholding | −2,466 | $32.14 | $79.26K | 36,332 |
| Jack R. Lazar Director | Jul 1, 2026 | Award | +1,010 | $31.55 | $31.87K | 123,188 |
| Andrew C. Teich Director | Jul 1, 2026 | Award | +4,834 | $31.55 | $152.51K | 359,677 |
| John S. Stroup Director | Jun 3, 2026 | Award | +5,468 | – | – | 5,468 |
| Brian Kushner Director | Jun 3, 2026 | Award | +5,468 | – | – | 70,039 |
| Cynthia Lynn Hostetler Director | Jun 3, 2026 | Award | +5,468 | – | – | 58,778 |
| Nathan K. Sleeper Director | Jun 3, 2026 | Award | +5,468 | – | – | 5,468 |
| Jack R. Lazar Director | Jun 3, 2026 | Award | +5,468 | – | – | 122,178 |
| Andrew C. Teich Director | Jun 3, 2026 | Award | +5,468 | – | – | 354,843 |
| Paul F. Deninger Director | Jun 3, 2026 | Award | +5,468 | – | – | 80,294 |
| Sharon L. Wienbar Director | Jun 3, 2026 | Award | +5,468 | – | – | 86,023 |
| Nina Richardson Director | Jun 3, 2026 | Award | +5,468 | – | – | 63,354 |
| Kareem Yusuf Director | Jun 3, 2026 | Award | +5,468 | – | – | 41,403 |
| Michael Carlet Chief Financial Officer | May 15, 2026 | Tax withholding | −1,944 | $29.22 | $56.80K | 166,706 |
| Jack R. Lazar Director | Apr 1, 2026 | Award | +928 | $34.33 | $31.86K | 116,710 |
| Andrew C. Teich Director | Apr 1, 2026 | Award | +4,442 | $34.33 | $152.49K | 349,375 |
| Jay L. Geldmacher President and CEO, Director | Feb 18, 2026 | Award | +82,530 | – | – | 849,645 |
| Michael Carlet Chief Financial Officer | Feb 15, 2026 | Tax withholding | −10,862 | $35.99 | $390.92K | 168,550 |
| Jay L. Geldmacher President and CEO, Director | Feb 15, 2026 | Tax withholding | −22,286 | $35.99 | $802.07K | 767,115 |
| Jeannine J. Lane EVP, GC and Corp Sec | Feb 14, 2026 | Tax withholding | −5,813 | $35.99 | $209.21K | 218,423 |
| Jay L. Geldmacher President and CEO, Director | Feb 14, 2026 | Tax withholding | −23,546 | $35.99 | $847.42K | 789,401 |
| Robert B. Aarnes President, ADI | Feb 14, 2026 | Tax withholding | −7,582 | $35.99 | $272.88K | 561,875 |
| Stephen Montgomery Kelly EVP, Chief HR Officer | Feb 14, 2026 | Tax withholding | −2,418 | $35.99 | $87.02K | 307,929 |
| Jeffrey Kutz Chief Accounting Officer | Feb 13, 2026 | Award | +11,828 | – | – | 38,798 |
| Thomas A. Surran President Products & Solutions | Feb 13, 2026 | Award | +30,615 | – | – | 278,448 |
| Michael Carlet Chief Financial Officer | Feb 13, 2026 | Award | +27,831 | – | – | 179,412 |
| Jeannine J. Lane EVP, GC and Corp Sec | Feb 13, 2026 | Award | +20,873 | – | – | 190,275 |
| Jeannine J. Lane EVP, GC and Corp Sec | Feb 13, 2026 | Award | +68,312 | – | – | 258,587 |
| Jeannine J. Lane EVP, GC and Corp Sec | Feb 13, 2026 | Tax withholding | −34,874 | $35.99 | $1.26M | 223,713 |
| Jay L. Geldmacher President and CEO, Director | Feb 13, 2026 | Award | +504,466 | – | – | 1,024,155 |
| Jay L. Geldmacher President and CEO, Director | Feb 13, 2026 | Tax withholding | −211,208 | $35.99 | $7.60M | 812,947 |
| Robert B. Aarnes President, ADI | Feb 13, 2026 | Award | +30,615 | – | – | 499,342 |
| Robert B. Aarnes President, ADI | Feb 13, 2026 | Award | +115,606 | – | – | 614,948 |
| Robert B. Aarnes President, ADI | Feb 13, 2026 | Tax withholding | −45,491 | $35.99 | $1.64M | 569,457 |
| Stephen Montgomery Kelly EVP, Chief HR Officer | Feb 13, 2026 | Award | +11,132 | – | – | 275,288 |
| Stephen Montgomery Kelly EVP, Chief HR Officer | Feb 13, 2026 | Award | +52,548 | – | – | 327,836 |
| Stephen Montgomery Kelly EVP, Chief HR Officer | Feb 13, 2026 | Tax withholding | −17,950 | $35.99 | $646.02K | 309,886 |
| Thomas A. Surran President Products & Solutions | Feb 12, 2026 | Tax withholding | −7,096 | $36.29 | $257.51K | 247,833 |
| Michael Carlet Chief Financial Officer | Feb 12, 2026 | Tax withholding | −4,613 | $36.29 | $167.41K | 151,581 |
| Jeannine J. Lane EVP, GC and Corp Sec | Feb 12, 2026 | Tax withholding | −5,879 | $36.29 | $213.35K | 169,402 |
| Robert B. Aarnes President, ADI | Feb 12, 2026 | Tax withholding | −6,646 | $36.29 | $241.18K | 468,727 |
| Stephen Montgomery Kelly EVP, Chief HR Officer | Feb 12, 2026 | Tax withholding | −2,244 | $36.29 | $81.43K | 264,156 |
| Robert B. Aarnes President, ADI | Feb 5, 2026 | Tax withholding | −8,644 | $35.26 | $304.79K | 475,373 |
| Thomas A. Surran President Products & Solutions | Feb 5, 2026 | Tax withholding | −6,944 | $35.26 | $244.85K | 254,929 |
| Stephen Montgomery Kelly EVP, Chief HR Officer | Feb 5, 2026 | Tax withholding | −2,602 | $35.26 | $91.75K | 266,400 |
| Jeannine J. Lane EVP, GC and Corp Sec | Feb 5, 2026 | Tax withholding | −6,708 | $35.26 | $236.52K | 175,281 |
| Jack R. Lazar Director | Jan 1, 2026 | Award | +901 | $35.36 | $31.86K | 115,782 |
| Andrew C. Teich Director | Jan 1, 2026 | Award | +4,312 | $35.36 | $152.47K | 344,933 |
| Robert B. Aarnes President, ADI | Dec 14, 2025 | Tax withholding | −19,675 | $35.93 | $706.92K | 484,017 |
| Jeannine J. Lane EVP, GC and Corp Sec | Dec 10, 2025 | Tax withholding | −49,678 | $35.35 | $1.76M | 181,989 |
| Jeannine J. Lane EVP, GC and Corp Sec | Dec 10, 2025 | Option exercise | +76,109 | $10.27 | $781.64K | 231,667 |
| Stephen Montgomery Kelly EVP, Chief HR Officer | Dec 10, 2025 | Option exercise | +81,818 | $10.27 | $840.27K | 315,614 |
| Stephen Montgomery Kelly EVP, Chief HR Officer | Dec 10, 2025 | Tax withholding | −46,612 | $35.35 | $1.65M | 269,002 |
| Thomas A. Surran President Products & Solutions | Dec 5, 2025 | Tax withholding | −4,887 | $34.13 | $166.79K | 261,873 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Aarnes Robert Officer | Oct 2, 2026 | 12,001 | $224.79K | Oct 2, 2026 | Restricted Stock |
| Aarnes Robert Officer | Sep 4, 2026 | 36,169 | $721.85K | Sep 4, 2026 | Stock Option Exercise |
| Aarnes Robert Officer | Sep 2, 2026 | 35,000 | $678.23K | Sep 2, 2026 | Stock Option Exercise |
| Aarnes Robert Officer | Aug 25, 2026 | 40,000 | $775.77K | Aug 25, 2026 | Stock Option Exercise |
| Aarnes Robert Officer | Aug 21, 2026 | 30,000 | $605.07K | Aug 21, 2026 | Stock Option Exercise |
| Aarnes Robert Officer | Aug 17, 2026 | 47,000 | $999.74K | Aug 17, 2026 | Restricted Stock |
| Louise Richardson Nina Director | Aug 26, 2025 | 3,333 | $115.14K | Aug 26, 2025 | Restricted stock vesting under a registered plan |
| J. Lane Jeannine Officer | Aug 12, 2025 | 35,398 | $1.11M | Aug 12, 2025 | Stock Option Exercise |
| Geldmacher Jay Officer, Director | Aug 12, 2025 | 47,500 | $1.49M | Aug 12, 2025 | Restricted Stock |
| Aarnes Robert Officer | Jul 30, 2025 | 47,000 | $1.15M | Jul 30, 2025 | Exercise of Stock Options |
| L. Richardson Nina Director | Jul 7, 2025 | 5,579 | $134.34K | Jul 7, 2025 | Restricted Stock Units |
| Robert B. Aarnes Officer | Nov 20, 2024 | 98,829 | $2.57M | Nov 20, 2024 | STOCK OPTION EXERCISE |
| Jeannine J. Lane Officer | Nov 18, 2024 | 15,990 | $409.09K | Nov 18, 2024 | RESTRICTED STOCK |
| Jay L. Geldmacher Officer | Nov 13, 2024 | 40,000 | $1.01M | Nov 13, 2024 | RESTRICTED STOCK |
| Stephen Montgomery Kelly Officer | Nov 13, 2024 | 24,862 | $627.30K | Nov 13, 2024 | RESTRICTED STOCK |