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Boston Partners Discloses 5.65% Stake in Resideo (8.39M REZI)

Boston Partners filed a Schedule 13G/A reporting beneficial ownership of Resideo Technologies common stock.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Boston Partners filed a Schedule 13G/A reporting beneficial ownership of Resideo Technologies common stock. The firm reports ownership of 8,394,667 shares, representing 5.65% of the outstanding class, and may be deemed a beneficial owner under the Exchange Act.

The filing shows Boston Partners has sole voting power over 6,669,489 shares and sole dispositive power over 8,394,667 shares. The shares are held in discretionary client accounts and the filer certifies the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

Positive

  • Boston Partners beneficially owns 8,394,667 shares of Resideo, representing a material 5.65% stake.
  • Shares are held in discretionary client accounts and the filer certifies holdings were acquired and are held in the ordinary course of business, not to change control.

Negative

  • None.

Insights

TL;DR: Boston Partners discloses a material institutional holding of 5.65% in Resideo, a disclosure that can draw investor attention but is routine.

Boston Partners' reported 8,394,667-share position is above the 5% reporting threshold, making it a material disclosure for investors and analysts tracking ownership trends. The split between sole voting power (6,669,489) and sole dispositive power (8,394,667) indicates they control disposition decisions for the full economic interest while voting a slightly smaller amount. The filing states holdings are for discretionary client accounts and acquired in the ordinary course of business, which suggests a passive, non-control intent as declared by the filer.

TL;DR: A >5% institutional stake is material to governance monitoring but the filer certifies no intent to influence control.

The Schedule 13G/A classification and the filer type designation (IA) identify Boston Partners as an investment adviser reporting a significant passive position for client accounts. Because the filer expressly certifies the holdings are not for the purpose of changing or influencing control, this filing signals monitoring interest rather than activist intent. Governance teams and major shareholders may note the position for voting and engagement scenarios, but the filing itself contains no indication of proposed governance actions.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake did Boston Partners report in Resideo (REZI)?

Boston Partners reported beneficial ownership of 8,394,667 shares, equal to 5.65% of Resideo's common stock.

How many shares does Boston Partners have the power to vote in REZI?

The filing reports sole voting power over 6,669,489 shares and 0 shared voting power.

Does Boston Partners control the disposition of the shares?

Yes; the filing reports sole dispositive power over 8,394,667 shares and 0 shared dispositive power.

Under what classification is Boston Partners reporting its REZI holdings?

Boston Partners is designated as an IA (investment adviser) organized in Delaware.

Were the REZI shares held for clients and on what date were they reported?

The shares were held for discretionary client accounts and reported as held on 06/30/2025.

Does the filing state an intent to influence control of Resideo?

The filer certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Boston Partners
Signature:/s/Akiko Lindholm
Name/Title:Senior Compliance Officer
Date:08/11/2025

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