MSI
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 33.8 | P/B | 26.49 |
| EPS (TTM) | 12.75 | Dividend | 1.10% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 16.4M | 0.1% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.8M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9.6M | n/a | n/a |
| State Street | 7.5M | 0.1% | −1% |
| Geode Capital Management | 4.1M | 0.1% | +3% |
| Fidelity Management | 3.5M | 0.1% | −3% |
Top institutional owners for MSI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 04 | BROWN GREGORY Q | SELL | 6K | −$3M |
| AUG 24 | MOORE KATHRYN A | SELL | 166 | −$79K |
| AUG 14 | Howard Ayanna | SELL | 685 | −$322K |
| AUG 11 | MAHER KATHERINE A | SELL | 1 | −$470 |
0 insider buys, 4 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MSI yet.