Jensen Investment Management, an investor known for its focus on high-quality companies, significantly increased its stake in Motorola Solutions (MSI) by 64.5% during the second quarter of 2026. According to a mandatory disclosure filed on August 7, which reflects trades made by June 30, the firm's position grew to over 278,700 shares. The total reported value of the holding increased to $115.75 million, making it 2.81% of Jensen's reported portfolio.
The investment period preceded a strong earnings report from Motorola Solutions. On August 5, the company announced record second-quarter revenue, a record backlog of $15.6 billion, and raised its full-year guidance. Motorola also announced a definitive agreement to acquire D-Fend Solutions, a counter-drone technology company.