MSI

Motorola Solutions Inc

8 super-investor ownerscombined $405Mlargest position 5.6%

8 of the 83 super-investors we track hold MSI, worth a combined $405M per their latest 13F filings. The largest position: David Rolfe at 5.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 37 of 100 (how strongly the cohort backs it) — ranked #153 of 742 stocks. The stock is up 7.9x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction rising: 1 more super-investor hold it than in 2026Q1.

Held through it: David Rolfe (28q straight), Jeffrey Ubben et al (9q straight), Mairs & Power Funds (31q straight) and 4 more. All multibaggers the cohort held →

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Why super-investors own MSI

MSI is held by 8 super-investors in our cohort, with a combined position value of $405M. The highest-conviction owner is David Rolfe at 5.6% of their portfolio. Cohort ownership has grown from 7 to 8 over the last four quarters — net interest is rising.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 8

Peak: 8

Owners (8) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Mairs & Power Funds	2.1%	32q	$226M	544,876
2	Jensen Investment Management	2.8%	3q	$116M	278,721
3	Joel Greenblatt	<0.1%	39q	$30M	71,593
4	David Rolfe	5.6%	29q	$27M	65,643
5	Dodge & Cox Funds	<0.1%	40q	$5M	10,866
6	Lee Ainslie	<0.1%	3q	$814K	1,959
7	John Rogers	<0.1%	17q	$287K	692
8	Torray Funds	<0.1%	14q	$235K	566