Which funds own MSI
Motorola Solutions Inc in the Q2 2026 filings. At least 12 of the 91 current managers on file reported a position, worth $4.2bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 12
- at least, of 91 current
- Combined value
- $4.2bn
- as reported
- Opened
- 3
- new this quarter
- Added to
- 4
- already held
- Trimmed or sold out
- 7
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| AllianceBernstein LP Long-only · $302bn book | $1.5bn | 0.5% | 3,467,385 | +$434m+672,747 | Added |
| Neuberger Berman Group LLC Long-only · $150bn book | $792m | 0.5% | 1,906,237 | -$26m+22,287 | Added |
| Capital Research Global Investors Long-only · $717bn book | $543m | 0.1% | 1,308,049 | opened1,308,049 | New |
| Janus Henderson Group Ltd Long-only · $245bn book | $458m | 0.2% | 1,103,655 | -$82m-140,671 | Trimmed |
| Two Sigma Investments LP Quantitative · $138bn book | $269m | 0.2% | 648,754 | -$71m-134,796 | Trimmed |
| Arrowstreet Capital LP Quantitative · $225bn book | $217m | 0.1% | 522,277 | -$30m-46,900 | Trimmed |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $177m | 0.2% | 426,212 | +$11m+44,030 | Added |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $127m | 0.2% | 306,855 | -$48m-98,240 | Trimmed |
| Marshall Wace LLP Quantitative · $127bn book | $101m | 0.1% | 241,913 | +$94m+227,167 | Added |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $21m | 0.2% | 50,000 | opened50,000 | New |
| Dodge & Cox Activist · $191bn book | $4.5m | 0.0% | 10,866 | -$400k-389 | Trimmed |
| Maverick Capital Ltd Long/short equity · $11.3bn book | $800k | 0.0% | 1,959 | opened1,959 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Winton Group Ltd · Quantitative$6.8m held before
- PDT Partners LLC · Quantitative$4.2m held before
Ownership through time
At least 22 of the 95 managers whose filings are on file listed MSI in Q2 2026, against 13 in Q2 2013. 1 manager more than in Q1 2026: 4 started positions; 2 listed it again; 1 sold out, by its own filing; 4 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 13
- Q3 2013: 11
- Q4 2013: 12
- Q1 2014: 18
- Q2 2014: 20
- Q3 2014: 15
- Q4 2014: 14
- Q1 2015: 14
- Q2 2015: 17
- Q3 2015: 8
- Q4 2015: 12
- Q1 2016: 20
- Q2 2016: 19
- Q3 2016: 17
- Q4 2016: 17
- Q1 2017: 18
- Q2 2017: 19
- Q3 2017: 22
- Q4 2017: 19
- Q1 2018: 24
- Q2 2018: 19
- Q3 2018: 22
- Q4 2018: 21
- Q1 2019: 28
- Q2 2019: 21
- Q3 2019: 28
- Q4 2019: 22
- Q1 2020: 25
- Q2 2020: 24
- Q3 2020: 17
- Q4 2020: 20
- Q1 2021: 20
- Q2 2021: 22
- Q3 2021: 21
- Q4 2021: 22
- Q1 2022: 19
- Q2 2022: 18
- Q3 2022: 17
- Q4 2022: 19
- Q1 2023: 19
- Q2 2023: 23
- Q3 2023: 27
- Q4 2023: 26
- Q1 2024: 25
- Q2 2024: 24
- Q3 2024: 28
- Q4 2024: 28
- Q1 2025: 26
- Q2 2025: 27
- Q3 2025: 24
- Q4 2025: 29
- Q1 2026: 21
- Q2 2026: 22
- Q2 2013: $3.3bn
- Q3 2013: $3.6bn
- Q4 2013: $4.3bn
- Q1 2014: $4.3bn
- Q2 2014: $4.6bn
- Q3 2014: $4.1bn
- Q4 2014: $3.1bn
- Q1 2015: $3.0bn
- Q2 2015: $2.5bn
- Q3 2015: $2.5bn
- Q4 2015: $2.9bn
- Q1 2016: $2.9bn
- Q2 2016: $1.9bn
- Q3 2016: $1.8bn
- Q4 2016: $1.8bn
- Q1 2017: $1.9bn
- Q2 2017: $1.8bn
- Q3 2017: $1.7bn
- Q4 2017: $1.6bn
- Q1 2018: $2.2bn
- Q2 2018: $2.5bn
- Q3 2018: $2.9bn
- Q4 2018: $2.5bn
- Q1 2019: $3.7bn
- Q2 2019: $5.4bn
- Q3 2019: $5.5bn
- Q4 2019: $4.7bn
- Q1 2020: $4.2bn
- Q2 2020: $3.8bn
- Q3 2020: $4.0bn
- Q4 2020: $3.8bn
- Q1 2021: $4.5bn
- Q2 2021: $5.6bn
- Q3 2021: $6.7bn
- Q4 2021: $8.2bn
- Q1 2022: $7.2bn
- Q2 2022: $6.0bn
- Q3 2022: $6.5bn
- Q4 2022: $7.4bn
- Q1 2023: $7.7bn
- Q2 2023: $8.0bn
- Q3 2023: $7.6bn
- Q4 2023: $8.7bn
- Q1 2024: $9.7bn
- Q2 2024: $10.1bn
- Q3 2024: $11.3bn
- Q4 2024: $11.5bn
- Q1 2025: $10.7bn
- Q2 2025: $9.9bn
- Q3 2025: $10.4bn
- Q4 2025: $7.2bn
- Q1 2026: $6.5bn
- Q2 2026: $6.9bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Capital Research Global Investorsnew: 1,308,049 shares+$543m
- AllianceBernstein LP2,794,638 to 3,467,385 shares+$292m
- Fidelity (FMR LLC)3,459,366 to 3,931,639 shares+$196m
- Davidson Kempner Capital Management LPnew: 50,000 shares+$21m
- Acadian Asset Management LLC382,182 to 426,212 shares+$18m
Largest decreases, by shares
- Holocene Advisors LP448,003 to 84,617 shares-$151m
- Invesco Ltd1,342,915 to 1,187,197 shares-$65m
- Janus Henderson Group Ltd1,244,326 to 1,103,655 shares-$58m
- Two Sigma Investments LP783,550 to 648,754 shares-$56m
- Renaissance Technologies LLC405,095 to 306,855 shares-$41m
Left it
- PDT Partners LLCwas $4.2m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q2 2019 | $1.7bn | $1.6bn | |
| AllianceBernstein LP | Q3 2018 | $1.5bn | $1.5bn | |
| Neuberger Berman Group LLC | Q2 2013 | $895m | $792m | |
| Capital Research Global Investors | Q2 2013 | $1.2bn | $543m | |
| Invesco Ltd | Q2 2018 | $1.1bn | $493m | |
| Janus Henderson Group Ltd | Q2 2013 | $540m | $458m | |
| T. Rowe Price Associates Inc | Q2 2013 | $1.0bn | $359m | |
| Two Sigma Investments LP | Q2 2013 | $340m | $269m | |
| Arrowstreet Capital LP | Q1 2017 | $310m | $217m | |
| Acadian Asset Management LLC | Q1 2014 | $292m | $177m | |
| Renaissance Technologies LLC | Q1 2014 | $203m | $127m | |
| Marshall Wace LLP | Q2 2017 | $231m | $100m | |
| Capital World Investors | Q1 2020 | $4.6bn | $82m | |
| Man Group PLC | Q1 2018 | $218m | $39m | |
| Holocene Advisors LP | Q4 2017 | $244m | $35m | |
| ValueAct Holdings LP | Q2 2013 | $2.0bn | last listed Q1 2016 | |
| Wellington Management Group LLP | Q3 2015 | $1.1bn | last listed Q3 2025 | |
| D. E. Shaw & Co. | Q2 2013 | $505m | last listed Q4 2025 | |
| Artisan Partners LP | Q4 2015 | $287m | last listed Q2 2025 | |
| Coatue Management LLC | Q3 2018 | $285m | last listed Q3 2019 | |
| MFS Investment Management | Q1 2016 | $279m | last listed Q1 2026 | |
| Citadel Advisors LLC | Q4 2015 | $237m | last listed Q4 2023 | |
| Two Sigma Advisers LP | Q1 2014 | $227m | last listed Q4 2025 | |
| Tiger Global Management LLC | Q2 2013 | $223m | last listed Q1 2014 | |
| Balyasny Asset Management LLC | Q3 2016 | $220m | last listed Q1 2026 |
What MSI is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around MSI →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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