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What smart money is saying about Honeywell International Inc.United States flag

HON · Industrials · Conglomerates · Market cap $125.87B

3 funds in our archive have pitched Honeywell International Inc. — most recently Brown Advisory U.S. Value Fund in March 2026.

Company profile

Honeywell International Inc. functions as a global leader in diversified technology and manufacturing. Its Aerospace division furnishes a comprehensive array of products and services for the aviation and space industries. This includes crucial components like auxiliary power units, propulsion systems, integrated avionics, environmental control mechanisms, and electrical power solutions. The segment also supplies engine controls, flight safety systems, communication and navigation hardware, and advanced data and software applications. Additionally, it provides radar, surveillance systems, aircraft lighting, sophisticated instruments, satellite and space components, and aircraft wheels and brakes. Essential support services cover spare parts, repairs, overhauls, maintenance, thermal systems, and wireless connectivity management. The Honeywell Building Technologies unit focuses on creating smarter, safer, and more efficient structures. It develops software for optimizing and controlling building functions, alongside sensors, switches, control systems, and instrumentation for energy management. Offerings extend to access control systems, video surveillance, fire detection products, and the installation, upkeep, and upgrading of these systems. Within its Performance Materials and Technologies division, the company delivers solutions for automation control, instrumentation, and associated software and services. It also provides catalysts, adsorbents, specialized equipment, and consulting expertise. This segment supplies materials essential for manufacturing diverse end products, such as bullet-resistant armor, nylon, computer chips, and pharmaceutical packaging. Furthermore, it produces environmentally friendly materials with reduced and low global-warming potential, utilizing hydrofluoro-olefin technology. The Safety and Productivity Solutions group equips workers and industries with a wide range of products. These comprise personal protective equipment, apparel, gear, and footwear, alongside advanced gas detection technology. It offers cloud-based notification and emergency messaging systems, mobile devices and software, and solutions for supply chain and warehouse automation, including both equipment and software. Custom-engineered sensors, switches, and controls, as well as data and asset management productivity software solutions, also fall under this division. Established in 1906, Honeywell is headquartered in Charlotte, North Carolina.

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Summarize with Warren AI
6
Reported positions
3
Bought
0
Sold
8
Letters

Position history

Between Q1 2025 and Q3 2026, 6 fund letters reported a position in Honeywell International Inc.3 opened or added to the position.

Fund letters reporting a position in Honeywell International Inc., by quarter
QuarterLettersBoughtSoldTheses
Q3 20261100
Q2 20263000
Q1 20262202
Q1 20250001

Fund activity · 6 positions · 3 moves

  • AddedMerion Road Capital Merion Road Small Cap Fund
    July 2026
    I have been adding this month.
    Read the letterHoneywell International Inc.
  • HoldsClearBridge Investments Appreciation Strategy
    June 2026
    We also received shares of Honeywell Aerospace in the industrials sector following its spinoff from holding Honeywell International.
    Read the letterHoneywell International Inc.
  • HoldsClearBridge Investments Dividend Strategy
    June 2026
    we received shares of Honeywell Aerospace in the industrials sector following its spinoff from holding Honeywell International.
    Read the letterHoneywell International Inc.
  • HoldsHarding Loevner Global Equity
    June 2026
    *Honeywell Aerospace shares were received as a spin-off from Honeywell Technologies on June 29, 2026.
    Read the letterHoneywell International Inc.
  • New positionBrown Advisory U.S. Value Fund
    March 2026
    Early in the quarter we initiated a position in Honeywell International (HON), which is nearing the end of a multi-year simplification process.
    Read the letterHoneywell International Inc.
  • New positionBrown Advisory Large-Cap Sustainable Value
    March 2026
    Early in the quarter we initiated a position in Honeywell International (HON), which is nearing the end of a multi-year simplification process.
    Read the letterHoneywell International Inc.

Also mentioned · 1

These funds discuss Honeywell International Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedDeep Sail Capital Partners
    June 2026
    Tier-1 customers such as Applied Materials, Honeywell, Lam Research, and Raytheon.
    Read the letterHoneywell International Inc.

Fund coverage · 3 theses

  • Brown Advisory U.S. Value Fund
    March 2026

    Honeywell International Inc. offers a simplification story, sustainability exposure, and a compelling valuation after years of underperformance.

    Read the full thesis
  • Brown Advisory Large-Cap Sustainable Value
    March 2026

    Honeywell offers a simplification story, sustainability-linked cash flow, and a compelling valuation.

    Read the full thesis
  • Madison Dividend Income Fund
    March 2025

    Honeywell is a high-quality investment in the Industrial sector with sustainable competitive advantages and plans to create shareholder value through a strategic breakup into three entities.

    Read the full thesis

Read every full thesis on Honeywell International Inc.

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