Who owns the nine fire and safety companies, in eight charts: institutions and funds, the large single stakes, last quarter’s buyers and sellers, insiders and short sellers.
Who owns the nine fire and safety companies on Tickr Lab's Fire & Safety theme, and who has been adding, cutting or betting against them. Eight charts, all from the filings Tickr Lab keeps: institutional holdings (Form 13F), fund holdings (Form N-PORT), large stakes (Schedules 13D and 13G), insider trades (Form 4) and short interest.
Shares reported on Form 13F as a percent of shares outstanding: Federal Signal 102%, Napco 101%, Resideo 99%, Allegion 102%, Johnson Controls 89%, ADT 98%, MSA 91%, Brady 80%, APi 86%, split between the index houses, other top-15 managers and every other managerThe largest 13F holders across the nine as a percent of each company's shares: BlackRock and Vanguard everywhere, State Farm 18.2% of ADT, CD&R 9.9% of Resideo, Fidelity 13.9% of Brady, Dodge & Cox 9.1% of Johnson Controls
The index houses own a similar slice of every company. What sets the companies apart is a few large single holders: State Farm at ADT, CD&R at Resideo, Fidelity at Brady, Dodge & Cox at Johnson Controls.
Number of 13F managers reporting each stock, June 2024 to June 2026: ADT up 76%, APi up 68%, Johnson Controls up 57%, Federal Signal 33%, Brady 29%, Allegion 28%, MSA 26%, Resideo 9%, Napco down 3%The largest changes among the top-15 13F holders from March to June 2026, leaving out the index houses: Jupiter Topco new in APi at $999 million, Fidelity adding $527 million of APi, Franklin Resources and Fisher cutting about $1 billion each of Johnson ControlsThe largest stakes reported on Schedules 13D and 13G: State Farm 19.7% of ADT and CD&R 19.7% of Resideo (13D), Fidelity 15% of Brady, BlackRock 15% of Napco, Sir Martin Franklin 11.5% of APi (13D)
Three holders file on Schedule 13D, which is for investors who are not passive: State Farm at ADT, CD&R at Resideo and Sir Martin Franklin, a director at APi Group.
Shares held by each company's 15 largest mutual fund and ETF holders, split between index funds and active funds, with the largest active fund: Dodge & Cox Stock 4.3% of Johnson Controls, SMALLCAP World 3.9% of Federal Signal, Janus Henderson Enterprise 3.1% of APiInsider open-market purchases and sales over twelve months: CD&R bought $54 million of Resideo; Martin Franklin and other APi directors sold $350 million; Napco insiders, mostly its founder, sold $34 million; Johnson Controls insiders sold $27 millionShort interest as a percent of float, latest against a year earlier: Resideo 7.3% from about 2.7%, Napco 7.1%, Federal Signal 7.0%, ADT 4.6%, Brady 3.3% from about 0.5%, Johnson Controls 1.5% from about 3.4%
How to read these. 13F filings are made 45 days after each quarter by managers with over $100 million in US stocks; the latest covers June 30, 2026. The same shares can be reported by more than one manager, so a 13F total can pass 100% of the shares. Fund figures come from each fund's own N-PORT report, dated May to July 2026. The 13D and 13G stakes are each holder's latest filing and are a percent of the class the holder reports. Insider figures count only open-market purchases and sales, not grants or option exercises. Some managers, such as Norges Bank, file 13F holdings only for June and December, so a holder that reappears after skipping a quarter is not counted as a new buyer. Nothing here is a recommendation to buy or sell.
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