Public record / Tickers / MSI

MSI — Motorola Solutions, Inc.

Both disclosure regimes on one name: who in Congress filed about MSI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
23
all PTR rows naming MSI
Members · 12m
4
4 buys · 2 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Susie Lee · $15.0K–$50.0K

Sale · traded 2023-05-09 → filed 2023-05-26. Ranked over every MSI row by the provable lower bound, never a point estimate.

4 members · 4 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

8 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MSI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MSI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-04-30Jared Moskowitz D–FL-23PurchaseTraded 03-31 +30d$1K–$15K
2026-04-30Jared Moskowitz D–FL-23PurchaseTraded 03-23 +38d$1K–$15K
2026-04-30Jared Moskowitz D–FL-23Purchase · DC (dependent-child-owned)Traded 03-23 +38d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 23 ↗

Members active in MSI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MSI in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Jared Moskowitz D–FL-233$3.0K to $45.0K3
Alan Armstrong R–OK1$1.0K to $15.0K2
John Boozman R–AR1−$15.0K to −$1.0K6
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

4 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MSI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
1 Tommy Tuberville R–AL $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $17.2M held
Trimming
1 Caxton Associates $3.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MOTOROLA SOLUTIONS INC

Merged timeline of congressional filings and notable-manager moves on MSI
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+15,508 sh
2026-05-14Caxton Associates 13Ftrim−2,467 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MSI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$7.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.7B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$4.2B1
4STATE STREET CORP$3.3B1
5GEODE CAPITAL MANAGEMENT, LLC$1.8B1
6FMR LLC$1.5B1
7RAYMOND JAMES FINANCIAL INC$1.5B1
8AMERIPRISE FINANCIAL INC$1.1B1
9ALLIANCEBERNSTEIN L.P.$1.1B1
10Aristotle Capital Management, LLC$983M1
11MORGAN STANLEY$846M1
12Orbis Allan Gray Ltd$811M1
13NORTHERN TRUST CORP$781M1
14Nuveen, LLC$731M1
15Amundi$695M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$654M1
17DEUTSCHE BANK AG\$653M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$627M1
19BANK OF AMERICA CORP /DE/$600M1
20Invesco Ltd.$583M1
21Swedbank AB$566M1
22Janus Henderson Group Ltd.$540M1
23Legal & General Group Plc$536M1
24DIMENSIONAL FUND ADVISORS LP$470M1
25FRANKLIN RESOURCES INC$432M1
26VANGUARD FIDUCIARY TRUST CO$409M1
27Bank of New York Mellon Corp$404M1
28VICTORY CAPITAL MANAGEMENT INC$383M1
29WELLS FARGO & COMPANY/MN$383M1
30UBS Group AG$367M1
31TWO SIGMA INVESTMENTS, LP$340M1
32ENVESTNET ASSET MANAGEMENT INC$328M1
33FIL Ltd$327M1
34BARCLAYS PLC$320M1
35MACKENZIE FINANCIAL CORP$317M1
36STIFEL FINANCIAL CORP$305M1
37Alphinity Investment Management Pty Ltd$288M1
38ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$247M1
39VOYA INVESTMENT MANAGEMENT LLC$241M1
40ROYAL BANK OF CANADA$238M1
41HSBC HOLDINGS PLC$238M1
42MAIRS & POWER INC$235M1
43Swiss National Bank$212M1
44National Pension Service$198M1
45Holocene Advisors, LP$194M1
46PRINCIPAL FINANCIAL GROUP INC$190M1
47GROUPAMA ASSET MANAGMENT$189M1
48BANK OF MONTREAL /CAN/$180M1
49Qube Research & Technologies Ltd$178M1
50RENAISSANCE TECHNOLOGIES LLC$176M1
51BAHL & GAYNOR INC$175M1
52Sumitomo Mitsui Trust Group, Inc.$167M1
53Blue Whale Capital LLP$165M1
54PUBLIC SECTOR PENSION INVESTMENT BOARD$165M1
55SCHRODER INVESTMENT MANAGEMENT GROUP$163M1
56Mitsubishi UFJ Asset Management Co., Ltd.$163M1
57Vanguard Global Advisers, LLC$158M1
58ADAGE CAPITAL PARTNERS GP, L.L.C.$149M1
59CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$147M1
60Focus Partners Wealth$146M1
61AQR CAPITAL MANAGEMENT LLC$142M1
62RHUMBLINE ADVISERS$142M1
63BALYASNY ASSET MANAGEMENT L.P.$139M1
64BNP Paribas Asset Management Holding S.A.$126M1
65VANGUARD ASSET MANAGEMENT, Ltd$126M1
66NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$125M1
67MANUFACTURERS LIFE INSURANCE COMPANY, THE$123M1
68AMERICAN CENTURY COMPANIES INC$113M1
69SEB Asset Management AB$113M1
70FIRST TRUST ADVISORS LP$112M1
71Clearbridge Investments, LLC$111M1
72Universal- Beteiligungs- und Servicegesellschaft mbH$109M1
73CITIGROUP INC$108M1
74WELLINGTON MANAGEMENT GROUP LLP$106M1
75SEI INVESTMENTS CO$103M1
76Allianz Asset Management GmbH$103M1
77Mitsubishi UFJ Trust & Banking Corp$100M1
78Fiera Capital Corp$98.8M1
79TD ASSET MANAGEMENT INC$98.0M1
80Analog Century Management LP$96.4M1
81Allspring Global Investments Holdings, LLC$95.8M1
82Pictet Asset Management Holding SA$91.7M1
83CAPITOLIS LIQUID GLOBAL MARKETS LLC$89.9M1
84FEDERATED HERMES, INC.$89.9M1
85GREAT LAKES ADVISORS, LLC$88.6M1
86LAZARD ASSET MANAGEMENT LLC$88.2M1
87COMMERCE BANK$88.0M1
88LMR Partners LLP$86.8M1
89Capital World Investors$85.2M1
90M&G Plc$81.6M1
91NEW YORK STATE COMMON RETIREMENT FUND$81.2M1
92LPL Financial LLC$81.0M1
93WESTWOOD HOLDINGS GROUP INC$80.3M1
94BOWEN HANES & CO INC$78.2M1
95NATIONAL BANK OF CANADA /FI/$74.5M1
96JENSEN INVESTMENT MANAGEMENT INC$73.6M1
97WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$71.4M1
98MILLENNIUM MANAGEMENT LLC$69.4M1
99Robeco Institutional Asset Management B.V.$67.6M1
100NOMURA ASSET MANAGEMENT CO LTD$67.2M1
101Aberdeen Group plc$66.8M1
102Eurizon Capital SGR S.p.A.$64.9M1
103COMGEST GLOBAL INVESTORS S.A.S.$64.5M1
104NORDEA INVESTMENT MANAGEMENT AB$64.1M1
105DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$63.0M1
106STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$62.9M1
107AVIVA PLC$62.5M1
108US BANCORP \DE\$61.5M1
109EULAV Asset Management$60.8M1
110Sterling Capital Management LLC$59.7M1
111COOPERMAN LEON G$58.6M1
112DANSKE BANK A/S$58.4M1
113DF DENT & CO INC$55.7M1
114COMPASS CAPITAL MANAGEMENT, INC$55.7M1
115BLAIR WILLIAM & CO/IL$53.3M1
116AGF MANAGEMENT LTD$52.2M1
117Baird Financial Group, Inc.$52.1M1
118ABN AMRO Bank N.V.$51.2M1
119BANK OF NOVA SCOTIA$51.1M1
120Cartenna Capital, LP$49.9M1
121MASSACHUSETTS FINANCIAL SERVICES CO /MA/$44.7M1
122Banque Transatlantique SA$43.7M1
123Korea Investment CORP$43.5M1
124Covea Finance$43.1M1
125TEACHER RETIREMENT SYSTEM OF TEXAS$42.9M1
126TRUIST FINANCIAL CORP$42.3M1
127Quantinno Capital Management LP$42.1M1
128Asset Management One Co., Ltd.$40.8M1
129D. E. Shaw & Co., Inc.$40.1M1
130BENJAMIN EDWARDS INC$39.3M1
131STATE OF WISCONSIN INVESTMENT BOARD$39.0M1
132CIBC Asset Management Inc$38.2M1
133HOMESTEAD ADVISERS CORP$38.2M1
134NISSAY ASSET MANAGEMENT CORP /JAPAN$38.1M1
135Steward Partners Investment Advisory, LLC$37.8M1
136BWCP, LP$37.5M1
137Railway Pension Investments Ltd$37.1M1
138RENAISSANCE GROUP LLC$36.0M1
139Vanguard Investments Australia, Ltd.$35.9M1
140Chevy Chase Trust Holdings, LLC$35.9M1
141ROYAL LONDON ASSET MANAGEMENT LTD$35.7M1
142PRUDENTIAL FINANCIAL INC$34.7M1
143Cetera Investment Advisers$32.7M1
144Resona Asset Management Co.,Ltd.$31.8M1
145Investment Management Corp of Ontario$30.7M1
146Harvest Portfolios Group Inc.$30.6M1
147CITADEL ADVISORS LLC$30.6M1
148NISA INVESTMENT ADVISORS, LLC$30.3M1
149J. Safra Sarasin Holding AG$30.3M1
150WEDGEWOOD PARTNERS INC$29.5M1
151RIVERBRIDGE PARTNERS LLC$29.2M1
152PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$29.0M1
153OSAIC HOLDINGS, INC.$28.8M1
154Squarepoint Ops LLC$28.5M1
155CREDIT AGRICOLE S A$28.2M1
156CANADA PENSION PLAN INVESTMENT BOARD$28.0M1
157SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$27.6M1
158ABN AMRO INVESTMENT SOLUTIONS$26.1M1
159FIFTH THIRD BANCORP$25.7M1
160CIBC Bancorp USA Inc.$25.6M1
161Obermeyer Wealth Partners$25.5M1
162DEARBORN PARTNERS LLC$25.0M1
163Assenagon Asset Management S.A.$24.8M1
164SEGALL BRYANT & HAMILL, LLC$24.5M1
165State of New Jersey Common Pension Fund D$24.4M1
166COMMONWEALTH EQUITY SERVICES, LLC$24.3M1
167Mariner, LLC$24.2M1
168TOCQUEVILLE ASSET MANAGEMENT L.P.$24.1M1
169TORONTO DOMINION BANK$23.4M1
170MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$23.2M1
171INTECH INVESTMENT MANAGEMENT LLC$22.9M1
172EVENTIDE ASSET MANAGEMENT, LLC$22.8M1
173WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$22.5M1
174Northwest & Ethical Investments L.P.$22.1M1
175Aware Super Pty Ltd as trustee of Aware Super$22.0M1
176INVESTMENT HOUSE LLC$21.7M1
177Creative Planning$21.4M1
178HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$20.9M1
179LIBERTY ONE INVESTMENT MANAGEMENT, LLC$20.7M1
180Talos Eurisko Asset Management LP$20.7M1
181MARTINGALE ASSET MANAGEMENT L P$20.5M1
182JOHNSON INVESTMENT COUNSEL INC$20.4M1
183Moran Wealth Management, LLC$20.2M1
184STATE OF MICHIGAN RETIREMENT SYSTEM$20.1M1
185ProShare Advisors LLC$20.1M1
186Arizona State Retirement System$19.8M1
187Zurcher Kantonalbank (Zurich Cantonalbank)$19.8M1
188Man Group plc$19.8M1
189Czech National Bank$19.6M1
190CIDEL ASSET MANAGEMENT INC$18.8M1
191O'SHAUGHNESSY ASSET MANAGEMENT, LLC$18.2M1
192MetLife Investment Management, LLC$18.2M1
193SORA INVESTORS LLC$18.1M1
194World Investment Advisors$17.4M1
195Segment Wealth Management, LLC$17.4M1
196Dai-ichi Life Insurance Company, Ltd$17.3M1
197WORLDQUANT MILLENNIUM ADVISORS LLC$17.3M1
198Gotham Asset Management, LLC$17.2M1
199Beacon Pointe Advisors, LLC$17.1M1
200Rafferty Asset Management, LLC$17.0M1
201Empire Life Investments Inc.$16.9M1
202COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$16.7M1
203ODDO BHF ASSET MANAGEMENT SAS$16.7M1
204Groupe la Francaise$16.4M1
205Sanctuary Advisors, LLC$16.2M1
206BAILLIE GIFFORD & CO$16.2M1
207MEYER HANDELMAN CO$15.6M1
208Advisors Asset Management, Inc.$15.4M1
209XPONANCE LLC$15.3M1
210ASSETMARK, INC$15.3M1
211Retirement Systems of Alabama$15.3M1
212IFM Investors Pty Ltd$15.2M1
213Mirae Asset Global Investments Co., Ltd.$15.2M1
214SUSQUEHANNA INTERNATIONAL GROUP, LLP$15.1M1
215MERCER GLOBAL ADVISORS INC /ADV$14.9M1
216Cerity Partners LLC$14.7M1
217ARGENT CAPITAL MANAGEMENT LLC$14.6M1
218Apollon Wealth Management, LLC$14.5M1
219MGO ONE SEVEN LLC$14.2M1
220Woodline Partners LP$14.1M1
221Ensign Peak Advisors, Inc$14.0M1
222UniSuper Management Pty Ltd$13.9M1
223Oribel Capital Management, LP$13.9M1
224GUARDIAN CAPITAL LP$13.9M1
225Raub Brock Capital Management LP$13.8M1
226Copeland Capital Management, LLC$13.8M1
227NorthCrest Asset Manangement, LLC$13.8M1
228Banco Santander, S.A.$13.7M1
229USS Investment Management Ltd$13.5M1
230CIBC WORLD MARKET INC.$13.4M1
231Illinois Municipal Retirement Fund$13.4M1
232MUFG Securities EMEA plc$13.4M1
233HighTower Advisors, LLC$13.2M1
234GDS Wealth Management$13.2M1
235NewEdge Advisors, LLC$12.8M1
236Daiwa Securities Group Inc.$12.7M1
237ING GROEP NV$12.7M1
238Varma Mutual Pension Insurance Co$12.5M1
239Swiss Life Asset Management Ltd$12.3M1
240CONGRESS ASSET MANAGEMENT CO$12.3M1
241Corient Private Wealth LLC$12.2M1
242Sumitomo Mitsui DS Asset Management Company, Ltd$12.1M1
243AIA Group Ltd$11.9M1
244B. Metzler seel. Sohn & Co. AG$11.8M1
245Utah Retirement Systems$11.8M1
246Vanguard Personalized Indexing Management, LLC$11.6M1
247Dorsey & Whitney Trust CO LLC$11.6M1
248Vontobel Holding Ltd.$11.5M1
249First Nebraska Trust Co$11.4M1
250MEEDER ASSET MANAGEMENT INC$11.3M1
251FLPUTNAM INVESTMENT MANAGEMENT CO$11.0M1
252&PARTNERS$10.9M1
253Pathstone Holdings, LLC$10.9M1
254DAVENPORT & Co LLC$10.9M1
255SummitTX Capital, L.P.$10.7M1
256NEW YORK LIFE INVESTMENT MANAGEMENT LLC$10.7M1
257M&T BANK CORP$10.7M1
258MATTERN CAPITAL MANAGEMENT, LLC$10.7M1
259Rakuten Investment Management, Inc.$10.5M1
260HARRELL INVESTMENT PARTNERS, LLC$10.3M1
261NEOS Investment Management LLC$10.2M1
262MOTCO$10.2M1
263Susquehanna Portfolio Strategies, LLC$10.2M1
264Clear Trail Advisors, LLC$10.1M1
265FIRST MANHATTAN CO. LLC.$10.0M1
266NICOLA WEALTH MANAGEMENT LTD.$10.0M1
267BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$10.0M1
268OPPENHEIMER ASSET MANAGEMENT INC.$9.7M1
269LMCG INVESTMENTS, LLC$9.6M1
270Wealthfront Advisers LLC$9.6M1
271BOOTHBAY FUND MANAGEMENT, LLC$9.5M1
272TD Waterhouse Canada Inc.$9.4M1
273Atria Investments, Inc$9.2M1
274NATIXIS$9.0M1
275MML INVESTORS SERVICES, LLC$9.0M1
276UNITED CAPITAL FINANCIAL ADVISORS, LLC$8.9M1
277FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$8.9M1
278Abacus FCF Advisors LLC$8.8M1
279YOUSIF CAPITAL MANAGEMENT, LLC$8.8M1
280Aptus Capital Advisors, LLC$8.7M1
281JAG CAPITAL MANAGEMENT, LLC$8.5M1
282FRONTIER CAPITAL MANAGEMENT CO LLC$8.5M1
283Orion Porfolio Solutions, LLC$8.3M1
284OREGON PUBLIC EMPLOYEES RETIREMENT FUND$8.2M1
285ALPS ADVISORS INC$8.1M1
286HARVEY CAPITAL MANAGEMENT INC$8.1M1
287MACQUARIE GROUP LTD$8.0M1
288BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$8.0M1
289Empowered Funds, LLC$7.9M1
290CARDEROCK CAPITAL MANAGEMENT INC$7.7M1
291Avanza Fonder AB$7.7M1
292MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.6M1
293Tidal Investments LLC$7.6M1
294MAI Capital Management$7.3M1
295OP Asset Management Ltd$7.3M1
296ASR Vermogensbeheer N.V.$7.2M1
297Stratos Wealth Partners, LTD.$7.0M1
298FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$6.9M1
299Kestra Advisory Services, LLC$6.9M1
300AlphaCore Capital LLC$6.9M1
301Ethic Inc.$6.8M1
302WINTON GROUP Ltd$6.8M1
303GREENWOOD CAPITAL ASSOCIATES LLC$6.5M1
304GROUP ONE TRADING LLC$6.4M1
305OMERS ADMINISTRATION Corp$6.3M1
306Concurrent Investment Advisors, LLC$6.3M1
307Roundview Capital LLC$6.2M1
308Legacy CG, LLC$6.2M1
309SOROS CAPITAL MANAGEMENT LLC$6.2M1
310Vident Advisory, LLC$6.1M1
311First National Bank of Mount Dora, Trust Investment Services$6.0M1
312Bank Julius Baer & Co. Ltd, Zurich$5.9M1
313Scissortail Wealth Management, LLC$5.9M1
314Aquatic Capital Management LLC$5.9M1
315Cordgrass Capital Advisors, LLC$5.8M1
316SouthState Bank Corp$5.8M1
317Columbus Macro, LLC$5.7M1
318Chicago Capital, LLC$5.7M1
319Laird Norton Wetherby Trust Company, LLC$5.7M1
320Federation des caisses Desjardins du Quebec$5.7M1
321Farmers & Merchants Trust Co of Long Beach$5.7M1
322Vest Financial, LLC$5.7M1
323Rockefeller Capital Management L.P.$5.6M1
324Insight Wealth Strategies, LLC$5.6M1
325HB Wealth Management, LLC$5.5M1
326Lido Advisors, LLC$5.5M1
327Y-Intercept (Hong Kong) Ltd$5.3M1
328Summit Trail Advisors, LLC$5.2M1
329BURNEY CO/$5.1M1
330OPPENHEIMER & CO INC$5.1M1
331Savant Capital, LLC$5.1M1
332Candriam S.C.A.$5.0M1
333Winthrop Partners - WNY, LLC$4.9M1
334BRASADA CAPITAL MANAGEMENT, LP$4.9M1
335DODGE & COX$4.9M1
336Comprehensive Financial Consultants Institutional, Inc.$4.9M1
337JANE STREET GROUP, LLC$4.9M1
338Fideuram Asset Management (Ireland) dac$4.8M1
339ICICI Prudential Asset Management Co Ltd$4.8M1
340RED CEDAR INVESTMENT MANAGEMENT, LLC$4.8M1
341Snowden Capital Advisors LLC$4.5M1
342Kingsview Wealth Management, LLC$4.5M1
343Norinchukin Bank, The$4.5M1
344Metis Global Partners, LLC$4.4M1
345SAGESPRING WEALTH PARTNERS, LLC$4.4M1
346MIZUHO SECURITIES USA LLC$4.3M1
347NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.3M1
348ALPINE WOODS CAPITAL INVESTORS, LLC$4.3M1
349CWM, LLC$4.3M1
350Lighthouse Investment Partners, LLC$4.3M1
351TMB Capital Partners, LLC$4.2M1
352LGT Group Foundation$4.2M1
353Signal Advisors Wealth, LLC$4.2M1
354PDT Partners, LLC$4.2M1
355Envestnet Portfolio Solutions, Inc.$4.2M1
356Cresset Asset Management, LLC$4.1M1
357HARTFORD INVESTMENT MANAGEMENT CO$4.1M1
358XTX Topco Ltd$4.0M1
359Plato Investment Management Ltd$4.0M1
360CAXTON ASSOCIATES LLP$3.9M1
361AustralianSuper Pty Ltd$3.9M1
362CALIBER WEALTH MANAGEMENT, LLC / KS$3.9M1
363Principle Wealth Partners LLC$3.9M1
364Zurich Insurance Group Ltd/FI$3.8M1
365NatWest Group plc$3.8M1
366Crossmark Global Holdings, Inc.$3.8M1
367Osmosis Investment Management UK Ltd$3.8M1
368Capital International, Inc./CA/$3.8M1
369BDF-GESTION$3.7M1
370Fragasso Financial Advisors Inc$3.7M1
371Sequoia Financial Advisors, LLC$3.7M1
372Mesirow Financial Investment Management, Inc.$3.7M1
373Clearstead Advisors, LLC$3.6M1
374Maryland State Retirement & Pension System$3.6M1
375Keel Point, LLC$3.5M1
376Bell Asset Management Ltd$3.5M1
377LEVEL FOUR ADVISORY SERVICES, LLC$3.5M1
378NOMURA HOLDINGS INC$3.5M1
379Merit Financial Group, LLC$3.4M1
380Modern Wealth Management, LLC$3.3M1
381Polar Asset Management Partners Inc.$3.3M1
382ELEVATION POINT WEALTH PARTNERS, LLC$3.2M1
383Kepler Cheuvreux (Suisse) SA$3.2M1
384NewEdge Wealth, LLC$3.2M1
385GLOBALT Investments LLC / GA$3.1M1
386MIRABELLA FINANCIAL SERVICES LLP$3.1M1
387Vestmark Advisory Solutions, Inc.$3.1M1
388Harbour Capital Advisors, LLC$3.1M1
389Graphene Investments SAS$3.1M1
390GLENMEDE TRUST CO NA$3.1M1
391Genus Capital Management Inc.$3.1M1
392Arvest Bank Trust Division$3.0M1
393Pinnacle Financial Partners, Inc.$3.0M1
394Machina Capital S.A.S.$3.0M1
395DIVERSIFY WEALTH MANAGEMENT, LLC$3.0M1
396Diversified Trust Co$3.0M1
397Banque Cantonale Vaudoise$2.9M1
398AG2R LA MONDIALE GESTION D'ACTIFS$2.9M1
399PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$2.9M1
400Financial Advisors Network, Inc.$2.9M1
401GWN SECURITIES INC.$2.8M1
402TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8M1
403KEYBANK NATIONAL ASSOCIATION/OH$2.8M1
404PLATINUM INVESTMENT MANAGEMENT LTD$2.7M1
405Berman McAleer LLC$2.7M1
406Core Alternative Capital$2.7M1
407Siemens Fonds Invest GmbH$2.7M1
408Saudi Central Bank$2.7M1
409QRG CAPITAL MANAGEMENT, INC.$2.7M1
410Westerkirk Capital Inc.$2.7M1
411IAM Advisory, LLC$2.7M1
412Phoenix Wealth Advisors$2.7M1
413DONALDSON CAPITAL MANAGEMENT, LLC$2.6M1
414SATURNA CAPITAL CORP$2.6M1
415Optimize Financial Inc$2.6M1
416KESTRA PRIVATE WEALTH SERVICES, LLC$2.6M1
417Lifeworks Advisors, LLC$2.6M1
418PRUDENTIAL PLC$2.6M1
419REGIONS FINANCIAL CORP$2.5M1
420AssuredPartners Investment Advisors, LLC$2.5M1
421E. Ohman J:or Asset Management AB$2.4M1
422Empirical Finance, LLC$2.4M1
423Keebeck Wealth Management$2.4M1
424Concentric Capital Strategies, LP$2.4M1
425Donoghue Forlines LLC$2.4M1
426VestGen Advisors, LLC$2.4M1
427Redmond Asset Management, LLC$2.4M1
428Convergence Financial, LLC$2.4M1
429NLB Skladi, upravljanje premozenja, d.o.o.$2.4M1
430CenterBook Partners LP$2.3M1
431NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.3M1
432Allworth Financial LP$2.3M1
433Private Advisor Group, LLC$2.3M1
434Security National Bank$2.3M1
435Delta Global Management LP$2.2M1
436Stonebrook Private Inc.$2.2M1
437Center for Financial Planning, Inc.$2.2M1
438Lombard Odier Asset Management (Switzerland) SA$2.2M1
439CENTRAL TRUST Co$2.2M1
440WealthShield Partners, LLC$2.2M1
441GUGGENHEIM CAPITAL LLC$2.2M1
442Callan Family Office, LLC$2.1M1
443Aviso Financial Inc.$2.1M1
444Meeder Advisory Services, Inc.$2.1M1
445Linden Thomas Advisory Services, LLC$2.1M1
446North Dakota State Investment Board$2.1M1
447SANDERS MORRIS HARRIS LLC$2.1M1
448GATEWAY INVESTMENT ADVISERS LLC$2.0M1
449SHAKER INVESTMENTS LLC/OH$2.0M1
450BLI - Banque de Luxembourg Investments$2.0M1
451Wealth Intelligence, LLC$2.0M1
452GREENLEAF TRUST$2.0M1
453Parkshore Wealth Management, Inc.$2.0M1
454Schear Investment Advisers, LLC$2.0M1
455MUFG SECURITIES AMERICAS INC.$2.0M1
456Nicholson Wealth Management Group, LLC$2.0M1
457E Fund Management Co., Ltd.$2.0M1
458CITIZENS FINANCIAL GROUP INC/RI$2.0M1
459SAXON INTERESTS, INC.$2.0M1
460Inscription Capital, LLC$2.0M1
461Global X Japan Co., Ltd.$2.0M1
462SECURIAN ASSET MANAGEMENT, INC$2.0M1
463STEPHENS INC /AR/$2.0M1
464Legato Capital Management LLC$1.9M1
465Onyx Bridge Wealth Group LLC$1.9M1
466Brooklyn Investment Group$1.9M1
467Trust Investment Advisors$1.9M1
468QUADRANT CAPITAL GROUP LLC$1.8M1
469WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$1.8M1
470RITHOLTZ WEALTH MANAGEMENT$1.8M1
471Beverly Hills Private Wealth, LLC$1.8M1
472Wedmont Private Capital$1.8M1
473Berry Wealth Group, LP$1.8M1
474MASTERINVEST Kapitalanlage GmbH$1.8M1
475Hennion & Walsh Asset Management, Inc.$1.8M1
476Caldwell Investment Management Ltd.$1.8M1
477Summit Place Financial Advisors, LLC$1.8M1
478IFC Advisors LLC$1.7M1
479INTACT INVESTMENT MANAGEMENT INC.$1.7M1
480Dynamic Advisor Solutions LLC$1.7M1
481BROWN ADVISORY INC$1.7M1
482Lombard Odier Asset Management (USA) Corp$1.7M1
483Tower Research Capital LLC (TRC)$1.7M1
484One Wealth Advisors, LLC$1.7M1
485Strengthening Families & Communities, LLC$1.7M1
486Hartford Funds Management Co LLC$1.7M1
487Caprock Group, LLC$1.6M1
488ROCKLAND TRUST CO$1.6M1
489SCOTIA CAPITAL INC.$1.6M1
490HMS Capital Management, LLC$1.6M1
491Marshall Financial Group, LLC$1.6M1
492Foyston, Gordon & Payne Inc$1.6M1
493Harbour Wealth Management Group, Inc.$1.6M1
494True North Advisors, LLC$1.6M1
495Coastal Bridge Advisors, LLC$1.6M1
496Goelzer Investment Management, Inc.$1.6M1
497Connor, Clark & Lunn Investment Management Ltd.$1.6M1
498Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.6M1
499COLDSTREAM CAPITAL MANAGEMENT INC$1.6M1
500Ashton Thomas Private Wealth, LLC$1.5M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)4 buy / 2 sell
Congress net ($ bound)−$26.0K to $58.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MSI

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MSI
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for MSI · financials and macro

Financials — as filed PLANNED

MSI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MSI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing