HERITAGE INVESTORS MANAGEMENT CORP
Position in REZI — Resideo Technologies, Inc.
CIK 937589
BETHESDA, MD
Position in REZI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,781,116
-$262,897 QoQ
Shares Held
128,504
-1.0% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#95
of 434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REZI Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $3,138,466 across 2 Industrial Distribution names. REZI ranks #1 (88.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REZI |
Resideo Technologies, Inc.
This page
|
128,504 | $2,781,116 | |
| 2 | EVI |
Evi Industries, Inc.
|
24,178 | $357,350 |
All Filings in REZI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,781,116 | 89,425 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,044,013 | 90,300 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,254,745 | 92,675 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,015,738 | 93,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,197,282 | 99,605 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,766,155 | 99,783 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,486,478 | 107,873 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,190,304 | 108,754 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,291,905 | 117,173 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,690,458 | 120,003 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,991,733 | 158,966 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,779,370 | 175,910 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,203,473 | 181,397 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,394,949 | 185,720 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,090,274 | 187,858 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,586,374 | 188,163 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,732,086 | 192,177 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,614,547 | 193,644 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,080,007 | 195,160 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $4,862,429 | 196,145 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $5,902,852 | 196,762 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,647,595 | 199,915 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $4,376,516 | 205,857 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,440,503 | 221,865 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,603,768 | 222,164 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,152,820 | 238,188 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||