S&P 500: 667.84 +0.8% NASDAQ 100: 599.41 +1.0% Dow Jones: 469.28 +0.6%

Motorola Solutions, Inc.

MSI Technology
$472.22 $-0.9 (-0.19%)
Market Cap: $78.23 B
Gurus Holding
11
Popularity Rank
#363
% of Shares Held
1.05%
Net Activity (Q4 2025)
+$215.89 M

Guru Ownership Trend

Guru Analysis for Motorola Solutions, Inc. (MSI)

Motorola Solutions, Inc. (MSI), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $822.27 M.

Top institutional holders include Renaissance Technologies and Mairs and Power.

Notably, David Rolfe has expressed high conviction in this stock, allocating 5.13% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $215.89 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies who increased their stake by 170.1%. Conversely, Jefferies Group reduced exposure by 53.6%.

Key Holders

Top 5 by Value

$201.33 M
$89.68 M
$51.75 M
$44.99 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$244.84 M
Total Buy Value
New Buys 2
Additions 5
-$28.95 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
7

FAQs for Motorola Solutions, Inc. (MSI)

Major holders include Renaissance Technologies ($203.27 M), Mairs and Power ($201.33 M), Cliff Asness ($89.68 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 1.74 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $215.89 M, with 7 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited MSI. The total reported sell value was $28.95 M.

Yes, 2 managers opened new positions in MSI, and 5 increased their existing holdings. The total reported buy value was $244.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.32% Add 170.1% 530,295 $203.27 M Q4 2025
1.94% Add 14.1% 525,214 $201.33 M Q4 2025
0.05% Reduce -17.4% 233,950 $89.68 M Q4 2025
1.72% 135,000 $51.75 M Q4 2025
0.05% New Buy 117,378 $44.99 M Q4 2025
0.07% New Buy 98,258 $37.66 M Q4 2025
5.13% Add 24.6% 71,724 $27.49 M Q4 2025
0.03% Add 66.5% 24,197 $9.28 M Q4 2025
0.01% Reduce -53.6% 2,759 $1.06 M Q4 2025
0.00% Add 20.3% 1,760 $675,022 Q4 2025
0.00% Reduce -0.7% 755 $289,407 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form