MSI
Motorola Solutions Inc
7 super-investors hold MSI worth a combined $374M. The largest position: David Rolfe at 6.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 36 — ranked #179 of 724 scored stocks.
Why super-investors own MSI
Ownership of MSI within the cohort is narrow but stable: seven funds hold a combined $374M, with the position count unchanged across the last eight quarters — a streak that signals conviction rather than momentum-chasing. David Rolfe carries the highest concentration at 6.1% of his portfolio ($29M), making it a meaningful active bet. Mairs & Power Funds holds the largest dollar position at $235M (2.4% of portfolio), followed by Jensen Investment Management at $74M (1.4%). Joel Greenblatt holds $31M at negligible portfolio weight. No manager added, trimmed, started, or exited in 2026Q1, suggesting the cohort is in a collective hold posture with no fresh catalyst driving reallocation in either direction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mairs & Power Funds | 2.4% | 31q | $235M | 540,732 |
| 2 | Jensen Investment Management | 1.4% | 2q | $74M | 169,491 |
| 3 | Joel Greenblatt | <0.1% | 39q | $31M | 70,422 |
| 4 | David Rolfe | 6.1% | 28q | $29M | 67,941 |
| 5 | Dodge & Cox Funds | <0.1% | 40q | $5M | 11,255 |
| 6 | John Rogers | <0.1% | 16q | $302K | 696 |
| 7 | Torray Funds | <0.1% | 13q | $246K | 566 |
- 1Mairs & Power Fundsport2.4%val$235M540,732 sh·31q held
- 2Jensen Investment Managementport1.4%val$74M169,491 sh·2q held
- 3Joel Greenblattport<0.1%val$31M70,422 sh·39q held
- 4David Rolfeport6.1%val$29M67,941 sh·28q held
- 5Dodge & Cox Fundsport<0.1%val$5M11,255 sh·40q held
- 6John Rogersport<0.1%val$302K696 sh·16q held
- 7Torray Fundsport<0.1%val$246K566 sh·13q held
Owners of MSI also hold
Long US equity 13F-HR filings only. CUSIP 620076307. Not investment advice.