All companies
Motorola Solutions logo

What smart money is saying about Motorola SolutionsUnited States flag

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

4 funds in our archive have pitched Motorola Solutions — most recently Aristotle Value Equity Strategy in June 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.

Get an email when a fund writes about it

Summarize with Warren AI
4
Reported positions
1
Bought
0
Sold
7
Letters

Position history

Between Q3 2025 and Q2 2026, 4 fund letters reported a position in Motorola Solutions1 opened or added to the position.

Fund letters reporting a position in Motorola Solutions, by quarter
QuarterLettersBoughtSoldTheses
Q2 20264101
Q1 20260001
Q4 20250001
Q3 20250001

Fund activity · 4 positions · 1 move

  • Motorola Solutions, the provider of mission-critical communications and security systems, was one of the largest detractors during the quarter.
    Motorola Solutions
  • Motorola Solutions, the provider of mission-critical communications and security systems, was one of the largest detractors during the quarter.
    Motorola Solutions
  • The largest individual detractor from performance during the quarter was Motorola Solutions, Inc. (MSI), a manufacturer of communications and video surveillance systems and command center software for first responders, including police officers, firefighters, and paramedics. Specific products sold by MSI include two-way radios, land mobile radio (LMR) systems, integrated solutions for 911 call centers, and dispatch systems. We believe the weakness in MSI’s stock was primarily related to soft sales growth in LMRs and higher tariff and memory chip costs. The slowdown in LMR sales growth appears to be temporary in light of the company’s strong order and backlog growth during the quarter. 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.
    Motorola Solutions
  • 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.
    Motorola Solutions

Fund coverage · 4 theses

Read every full thesis on Motorola Solutions

Unlock all 4 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans
Share this ledger