HON Honeywell Technologies
Honeywell Technologies (HON) Institutional Ownership
What the institutions did with HON last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 222.9K | 39.0% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 110.7K | 19.4% |
| CX Institutional | 43.5K | 7.6% |
| CapWealth Advisors, LLC | 38.7K | 6.8% |
| Violich Capital Management, Inc. | 27.7K | 4.9% |
| TOMPKINS FINANCIAL CORP | 25.1K | 4.4% |
| MassMutual Private Wealth & Trust, FSB | 24.9K | 4.4% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 19.2K | 3.4% |
| NEVILLE RODIE & SHAW INC | 16.9K | 3.0% |
| ROCKLAND TRUST CO | 11.6K | 2.0% |
| EASTERN BANK | 8.9K | 1.6% |
| Coastline Trust Co | 5.1K | 0.9% |
| DOLIVER ADVISORS, LP | 3.6K | 0.6% |
| Central Pacific Bank - Trust Division | 2.8K | 0.5% |
| Versant Capital Management, Inc | 2.2K | 0.4% |
| Global Wealth Strategies & Associates | 1.7K | 0.3% |
| General Partner, Inc. | 1.5K | 0.3% |
| Stonebridge Financial Group, LLC | 1.3K | 0.2% |
| ACIMA PRIVATE WEALTH, LLC | 747 | 0.1% |
| Rosenberg Matthew Hamilton | 661 | 0.1% |
| Roxbury Financial LLC | 616 | 0.1% |
| Hickory Point Bank & Trust | 306 | 0.1% |
| Olistico Wealth, LLC | 285 | 0.0% |
| Sarver Vrooman Wealth Advisors | 137 | 0.0% |
| Noble Wealth Management PBC | 114 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 297.2K | 110.7K | -186.6K |
| CX Institutional | Increased | 5.4K | 43.5K | +38.1K |
| TOMPKINS FINANCIAL CORP | New | 0 | 25.1K | +25.1K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 240.6K | 222.9K | -17.7K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 42.3K | 24.9K | -17.4K |
| ROCKLAND TRUST CO | New | 0 | 11.6K | +11.6K |
| EASTERN BANK | New | 0 | 8.9K | +8.9K |
| Coastline Trust Co | New | 0 | 5.1K | +5.1K |
| Adelphi Trust Co | Sold Out | 4.2K | 0 | -4.2K |
| Central Pacific Bank - Trust Division | New | 0 | 2.8K | +2.8K |
| Versant Capital Management, Inc | New | 0 | 2.2K | +2.2K |
| ARGENT CAPITAL MANAGEMENT LLC | Sold Out | 2.1K | 0 | -2.1K |
| Global Wealth Strategies & Associates | New | 0 | 1.7K | +1.7K |
| General Partner, Inc. | Increased | 100 | 1.5K | +1.4K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Sold Out | 1.3K | 0 | -1.3K |
| CapWealth Advisors, LLC | Increased | 37.4K | 38.7K | +1.2K |
| Violich Capital Management, Inc. | Reduced | 28.9K | 27.7K | -1.1K |
| First Citizens Financial Corp | Sold Out | 1.0K | 0 | -1.0K |
| ACIMA PRIVATE WEALTH, LLC | New | 0 | 747 | +747 |
| Roxbury Financial LLC | New | 0 | 616 | +616 |
| PARK NATIONAL CORP /OH/ | Sold Out | 506 | 0 | -506 |
| Hickory Point Bank & Trust | New | 0 | 306 | +306 |
| Olistico Wealth, LLC | New | 0 | 285 | +285 |
| Planning Strategies Inc. | Reduced | 166 | 9 | -157 |
| Noble Wealth Management PBC | New | 0 | 114 | +114 |
| Rosenberg Matthew Hamilton | Reduced | 755 | 661 | -94 |
| DOLIVER ADVISORS, LP | Increased | 3.5K | 3.6K | +75 |
| Stonebridge Financial Group, LLC | Increased | 1.3K | 1.3K | +59 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 19.2K | 19.2K | +20 |
| NEVILLE RODIE & SHAW INC | Reduced | 16.9K | 16.9K | -14 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.