Honeywell Technologies

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 2,764 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation. This register is the 31 March 2026 snapshot of the registrant the index now calls Honeywell Technologies, filed under CIK 0000773840, when filers still reported it as HONEYWELL INTL INC. It therefore describes the company before the Aerospace separation. Shares outstanding fell from 633,653,119 at 31 March 2026 to 316,940,010 at 30 June 2026, so a percentage taken against the current share count is roughly double the truth. Against the contemporaneous count, the reported institutional total is 77.9% and Vanguard is 10.0%.

What a reader needs to know to read these numbers

• Honeywell International Inc. completed the spin-off of Honeywell Aerospace Inc. (new CIK 0002089271) on 29 June 2026, distributing all Aerospace common stock to Honeywell shareholders, and concurrently executed a 1-for-2 reverse stock split of the remaining Honeywell Technologies common stock, effective the same day (confirmed in the Q2 FY2026 10-Q: 'On June 29, 2026, following the Aerospace Spin-Off, the Reverse Stock Split became effective'; authorized shares fell from 2 billion to 1 billion). Shares outstanding fell from 633,653,119 at 31 March 2026 (Q1 FY2026 10-Q cover, verified directly) to 316,940,010 at 30 June 2026 (Q2 FY2026 10-Q cover, verified directly), a ratio of 1.9994, consistent with the 1-for-2 split. company.shares_outstanding uses the post-separation, post-split count, 316,940,010.
• The reverse split changed the CUSIP from 438516106 (pre-separation) to 438516205 (post-separation), confirmed by direct inspection of each 13F information table used here. Rows dated 30 June 2026 use the new CUSIP; rows dated 31 December 2025 and 31 March 2026 use the old one.
• Denominator discipline for the register's percentages: the ten rows dated 30 June 2026 divide by 316,940,010 (post-separation, 10-Q cover). The Vanguard row (31 December 2025 holding) divides by 635,675,701, the closest verified count, sourced from the FY2025 10-K cover dated 23 January 2026 (no Honeywell filing states a share count exactly at 31 December 2025). The State Street row (31 March 2026) and both insider rows (27/28 March 2026 proxy) divide by 633,653,119, the pre-separation count as of that date. No row's pct_of_company divides a pre-separation holding by the post-separation total or vice versa.
• Honeywell's reverse stock split (see the dedicated note below) means a raw share count alone is not comparable across rows even though every percentage is individually correct: a naive sum of the register's raw `shares` field would silently double-count the pre-split rows relative to shares_outstanding, which is stated post-split, reproducing the exact doubling error this file was built to avoid, just via the share count instead of the percentage. To prevent that, every row's `shares` field in this register is expressed on the single post-split basis (halved for the four rows filed before 29 June 2026: Vanguard, State Street, Vimal Kapur, and the officers group), while each row's `pct_of_company` remains computed against its own holding date's actual share count and is unaffected by the restatement, since halving both a holding and its own contemporaneous denominator leaves the ratio unchanged. Sanity check: summing every row's post-split `shares` and dividing by 316,940,010 gives approximately 38 percent, consistent with the register being a partial sample of holders, not the doubled or otherwise inflated figure a basis mismatch would produce.
• Vanguard filed Form 13F-NT (notice, no holdings) rather than 13F-HR under CIK 0000102909 for both the quarter ended 31 March 2026 and the quarter ended 30 June 2026, so no post-separation Vanguard figure is available from this filer entity. Honeywell's own April 2026 proxy explains why: Vanguard reported an internal realignment effective 12 January 2026 after which it no longer has, or is deemed to have, sole beneficial ownership of Honeywell shares held by various Vanguard subsidiaries and business divisions, which now report on a disaggregated basis. The Vanguard row here therefore uses its last 13F-HR, for the quarter ended 31 December 2025, pre-separation.
• State Street Corporation's Form 13F-HR information table for the quarter ended 30 June 2026 (CIK 0000093751, accession 0000093751-26-000507, fetched and searched in full) contains no row for Honeywell under either CUSIP or any issuer name containing 'Honeywell'. The file is not truncated or malformed (it correctly lists 615,239,156 Apple shares elsewhere), so this reads as a genuine absence for this specific filer entity in that quarter, not a search failure. The State Street row used here is instead its prior quarter, 31 March 2026.
• Quantinuum: Honeywell fully consolidated Quantinuum as a majority-owned VIE subsidiary through 3 June 2026 (Corporate and All Other segment). Quantinuum completed its Nasdaq IPO on 4 June 2026 at $60.00 per share, raising $1.68 billion gross. On completion, Honeywell's ownership was diluted to a 48 percent noncontrolling interest; Honeywell deconsolidated Quantinuum and now carries the stake as an equity method investment, $7,260 million at 30 June 2026. That figure is a book/carrying value under equity-method accounting, not a market value; Quantinuum trades publicly as QNT, so a market value differs from carrying value but was not modelled here for lack of a filed share count. Honeywell recognized a $6,629 million deconsolidation gain and $265 million of equity losses on this investment in Q2 2026.
• The Equity Method Investments balance sheet line was $7,459 million at 30 June 2026 versus $206 million at 31 December 2025. The $199 million difference between the total and the disclosed Quantinuum carrying value ($7,260 million), and the entire $206 million prior-year balance, cover unnamed other equity-method investees and are not attributed to any single holding here, per the rule against sizing an individual investee from a combined balance.
• Elliott Investment Management L.P. (CIK 0001791786) publicly disclosed a stake reported at more than $5 billion in Honeywell in November 2024 and pushed for a corporate breakup; Honeywell's board went further than Elliott's original two-way plan and executed the separation into Honeywell Technologies, Honeywell Aerospace, and the already-completed Solstice Advanced Materials spin-off, producing the share-count change this file documents. Elliott has not filed a Schedule 13D or 13G against Honeywell (per CIK 0000773840's filing history, checked through August 2026), meaning the reported stake stayed under the 5 percent disclosure threshold or was held outside 13D/G's scope. Elliott's own most recent Form 13F-HR (period 30 June 2026, filed 14 August 2026) lists only 29 positions and none is Honeywell, so no current sized Elliott figure could be sourced. It is not included as a register row for lack of a figure, but the campaign is recorded here because it explains the corporate event underlying the whole file.
• Marc Steinberg, an Elliott partner, sits on Honeywell's board per the April 2026 proxy but personally beneficially owns only 1,080 shares; that is not a proxy for Elliott's fund-level position.
• Solstice Advanced Materials was fully spun off on 30 October 2025 (per FY2025 10-K XBRL tagging). Both the FY2025 10-K and the Q2 FY2026 10-Q were searched for 'retained interest' and 'retained a' in connection with Solstice; neither term appears, so Honeywell retained no equity stake in Solstice.
• market_cap_usd ($74.15 billion) and the underlying share price ($233.96) are as published by stockanalysis.com on 14 August 2026 (aggregator, not a filing). Cross-check: $74.15bn divided by $233.96 implies about 316.9 million shares, consistent with the filed count of 316,940,010.
• Honeywell's registrant name in EDGAR is still 'Honeywell International Inc.' as of this research (submissions JSON, checked 17 August 2026). 'Honeywell Technologies' is the name the company itself now uses operationally, per its own Q2 FY2026 10-Q: 'Following the Aerospace Spin-Off, Honeywell International Inc. now operates as Honeywell Technologies.'
• Honeywell Aerospace Inc. (CIK 0002089271) is a separate new registrant from a separate spin-off and is out of scope for this file; it has no 13F register of its own.