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What smart money is saying about Motorola Solutions, Inc.United States flag

MSI · Technology · Communication Equipment · Market cap $73.77B

3 funds in our archive have pitched Motorola Solutions, Inc. — most recently Aristotle Value Equity in March 2026.

Company profile

Motorola Solutions, Inc. delivers essential communication and data analysis capabilities vital for critical operations across the United States, the United Kingdom, Canada, and other international markets. The company structures its extensive operations into two primary segments: Products and Systems Integration, and Software and Services. The Products and Systems Integration division offers a comprehensive suite of infrastructure, various devices, accessories, and video security solutions, alongside expert services for the deployment and seamless integration of systems, hardware, software, and specialized applications. This segment caters to governmental bodies, public safety agencies, and commercial enterprises that rely on private communication networks, advanced video security systems, and robust tools for managing mobile workforces. Their product portfolio spans land mobile radio (LMR) communication equipment, such as portable and vehicle-mounted two-way radios, as well as video security and access control hardware, including fixed and mobile cameras. It also encompasses core radio network software and central processing systems, base stations, consoles, and repeaters, in addition to sophisticated video analytics, network video management hardware and software, and access control solutions. Conversely, the Software and Services segment focuses on providing critical support and advanced software. This includes hardware repair, comprehensive technical assistance, and ongoing maintenance. Furthermore, the segment delivers proactive monitoring, regular software updates, and robust cybersecurity services. It develops specialized public safety and enterprise command center software, unified communications applications, and video software solutions, which are accessible through both on-premise installations and cloud-based "as a service" models. Like the product division, this segment also serves government, public safety, and commercial clientele. Motorola Solutions, Inc. was established in 1928, initially operating as Motorola, Inc. before adopting its current name in January 2011. Its corporate headquarters are situated in Chicago, Illinois.

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Summarize with Warren AI
2
Reported positions
1
Bought
0
Sold
5
Letters

Position history

Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Motorola Solutions, Inc.1 opened or added to the position.

Fund letters reporting a position in Motorola Solutions, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20262100
Q1 20260001
Q4 20250001
Q3 20250001

Fund activity · 2 positions · 1 move

  • AddedJensen Quality Growth Fund
    June 2026
    We also added to two existing positions, Motorola Solutions (MSI) and Waste Management (WM), as both quality defensive businesses had been trimmed at higher valuations in recent periods and warranted higher weights after valuation and growth prospects aligned to become more attractive during Q2 rebalancing.
    Read the letterMotorola Solutions, Inc.
  • HoldsJensen Quality Mid Cap Fund
    June 2026
    MSI remains a core portfolio holding due to its solid market position, non-cyclical end markets, contracted revenue streams, and the high switching costs inherent in its business.
    Read the letterMotorola Solutions, Inc.

Fund coverage · 3 theses

  • Aristotle Value Equity
    March 2026

    Motorola Solutions is a leader in mission-critical communications with dominant LMR positions, high switching costs, and a growing software and services mix that supports margin and free cash flow expansion.

    Read the full thesis
  • Jensen Quality Growth Equity Composite
    December 2025

    Motorola Solutions is a dominant mission-critical communications provider with durable advantages and adjacent video/software growth supporting continued double-digit EPS growth.

    Read the full thesis
  • Cooper Investors Global Endowment
    September 2025

    Motorola Solutions leverages its US land-mobile radio monopoly and predictable cash flows to expand into higher margin public safety cloud and defense applications.

    Read the full thesis

Read every full thesis on Motorola Solutions, Inc.

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