MSM

MSC Industrial Direct Co-A
IndustrialsUSCUSIP 553530106◍ Confluence graph
Tracked 13F Holders
406
-124 QoQ
13F Value (tracked)
$4.3B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)37 adding · 24 trimming
Insider net (180d)$0

Who owns MSM?

406 tracked 13F filers

406 tracked 13F filers disclose a position in MSM as of the latest SEC 13F filings, a combined $4.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$501.3M
5.4M
+1.7%
Added · +91K sh
Q1 2026
2AMERICAN CENTURY COMPANIES INC
$241.1M
2.6M
−7.7%
Reduced · −219K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$196.8M
2.1M
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$184.7M
2.0M
First observed position
No prior filed position
Q1 2026
5FULLER & THALER ASSET MANAGEMENT, INC.
$224.5M
1.9M
+5.7%
Added · +102K sh
Q2 2026
6FIRST TRUST ADVISORS LP
$163.6M
1.8M
+21%
Added · +306K sh
Q1 2026
7Boston Partners
$153.2M
1.7M
−4.2%
Reduced · −73K sh
Q1 2026
8STATE STREET CORP
$174.1M
1.5M
+3.7%
Added · +53K sh
Q2 2026
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$128.5M
1.4M
−18%
Reduced · −314K sh
Q1 2026
10DIMENSIONAL FUND ADVISORS LP
$125.2M
1.4M
+1.1%
Added · +14K sh
Q1 2026
11GEODE CAPITAL MANAGEMENT, LLC
$139.0M
1.2M
+5.5%
Added · +61K sh
Q2 2026
12VICTORY CAPITAL MANAGEMENT INC
$86.0M
932K
−5.7%
Reduced · −56K sh
Q1 2026
13Epoch Investment Partners, Inc.
$110.2M
927K
−5.1%
Reduced · −50K sh
Q2 2026
14MILLENNIUM MANAGEMENT LLC
$67.2M
729K
+71%
Added · +303K sh
Q1 2026
15NORGES BANK
$59.4M
706K
+50%
Added · +236K sh
Q4 2025
16MORGAN STANLEY
$56.9M
616K
−8.1%
Reduced · −54K sh
Q1 2026
17Alberta Investment Management Corp
$67.8M
570K
−5.3%
Reduced · −32K sh
Q2 2026
18DEPRINCE RACE & ZOLLO INC
$64.3M
541K
−23%
Reduced · −165K sh
Q2 2026
19NEW SOUTH CAPITAL MANAGEMENT INC
$64.1M
539K
−6.9%
Reduced · −40K sh
Q2 2026
20Point72 Asset Management, L.P.
$49.0M
531K
13×
Added · +490K sh
Q1 2026
21Bank of New York Mellon Corp
$44.9M
487K
−1.0%
Reduced · −5K sh
Q1 2026
22Boston Trust Walden Corp
$44.9M
487K
−12%
Reduced · −66K sh
Q1 2026
23Allianz Asset Management GmbH
$43.5M
472K
+53%
Added · +164K sh
Q1 2026
24Quantinno Capital Management LP
$42.6M
462K
−17%
Reduced · −97K sh
Q1 2026
25NORTHERN TRUST CORP
$39.7M
430K
+9.0%
Added · +36K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MSM being bought or sold by institutions?

Last quarter, 9 funds opened a new position in MSM and 28 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
9
funds
Added
28
funds
Reduced
24
funds
Exited
0
funds

Funds that own MSM also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT241 funds$241.8B
NVIDIA CORPNVDA235 funds$351.7B
AMAZON.COM INCAMZN233 funds$183.0B
ALPHABET INC-CL AGOOGL232 funds$146.4B
META PLATFORMS INC-CLASS AMETA231 funds$100.7B
JPMORGAN CHASE & COJPM228 funds$57.7B
APPLE INCAAPL226 funds$266.3B
BROADCOM INCAVGO224 funds$140.7B
VISA INC-CLASS A SHARESV223 funds$54.2B
CHEVRON CORPCVX223 funds$26.9B
CISCO SYSTEMS INCCSCO222 funds$29.8B
ALPHABET INC-CL CGOOG221 funds$112.1B

Ranked by how many of MSM's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Feb 2, 2026Seseri RudinaDirectorSell (S)2K$156K
Nov 18, 2025JACOBSON MITCHELLDirector, 10% OwnerBuy (P)23K$1.9M
Nov 13, 2025PELLER PHILIPDirectorBuy (P)7K$601K
Nov 3, 2025JACOBSON MITCHELLDirector, 10% OwnerBuy (P)30K$2.5M
Nov 3, 2025JACOBSON MITCHELLDirector, 10% OwnerBuy (P)22K$1.8M
Oct 31, 2025JACOBSON MITCHELLDirector, 10% OwnerBuy (P)34K$2.9M
Oct 30, 2025JACOBSON MITCHELLDirector, 10% OwnerBuy (P)96K$8.1M
Jul 10, 2025Shacklett KimberlySVP, Sales & Customer SuccessSell (S)2K$196K
Jul 9, 2025Shacklett KimberlySVP, Sales & Customer SuccessSell (S)2K$193K
Jul 3, 2025GERSHWIND ERIKChief Executive Officer, DirectorSell (S)2K$179K
Jul 3, 2025PELLER PHILIPDirectorSell (S)2K$180K
Apr 8, 2025JACOBSON MITCHELLDirector, 10% OwnerBuy (P)28K$1.9M

Institutional ownership over time

235 funds-67 since Q3 2024
0180359Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.2B

Recent filings

15 shown

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Connected entities for MSM

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Ask your agent what changed in MSM

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MSM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MSM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.