MSC INDL DIRECT INC MSM
CL A · Common Stock · CUSIP 553530106 · ISIN US5535301064
Distributor of metalworking and maintenance, repair and operations (MRO) products and services
- SectorIndustrials
- IndustryWholesale-Industrial Machinery & Equipment
- HeadquartersMelville, NY
- Founded1941
- Websitemscdirect.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.7m this quarter). Holder counts are more reliable. Shares outstanding: 55.8m as of 2026-06-17, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $118.63. Options: 7 managers hold calls ($22.5m notional), 11 hold puts ($36.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 359 |
| Q4 2022 | 381 |
| Q1 2023 | 381 |
| Q2 2023 | 431 |
| Q3 2023 | 414 |
| Q4 2023 | 462 |
| Q1 2024 | 462 |
| Q2 2024 | 416 |
| Q3 2024 | 411 |
| Q4 2024 | 383 |
| Q1 2025 | 383 |
| Q2 2025 | 386 |
| Q3 2025 | 423 |
| Q4 2025 | 418 |
| Q1 2026 | 417 |
| Q2 2026 | 477 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 199 | 219 |
| Q4 2024 | 172 | 226 |
| Q1 2025 | 200 | 165 |
| Q2 2025 | 188 | 183 |
| Q3 2025 | 211 | 163 |
| Q4 2025 | 200 | 199 |
| Q1 2026 | 211 | 200 |
| Q2 2026 | 258 | 181 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $11.7m | $2.4m | 0.21 |
| Q4 2025 | $42.3m | $81.7m | 1.93 |
| Q1 2026 | $2.9m | $5.5m | 1.94 |
| Q2 2026 | $22.5m | $36.2m | 1.61 |
Biggest buyers
| Alyeska Investment Group, L.P. | New | +419.8k |
| Freestone Grove Partners LP | Added | +313.2k |
| SG Capital Management LLC | Added | +256.5k |
| Interval Partners, LP | New | +244.6k |
| Qube Research & Technologies Ltd | Added | +242.0k |
| Bahl & Gaynor LLC | New | +241.7k |
| CITADEL ADVISORS LLC | Added | +221.1k |
| Quantinno Capital Management LP | Added | +191.7k |
| MORGAN STANLEY | Added | +167.4k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | New | +162.2k |
Biggest sellers
| AMERICAN CENTURY COMPANIES INC | Reduced | -869.0k |
| Invesco Ltd. | Reduced | -775.6k |
| MACKENZIE FINANCIAL CORP | Sold out | -563.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -480.1k |
| Balyasny Asset Management L.P. | Sold out | -335.8k |
| Point72 Asset Management, L.P. | Reduced | -301.9k |
| BRANDES INVESTMENT PARTNERS, LP | Reduced | -266.6k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -180.8k |
| DEPRINCE RACE & ZOLLO INC | Reduced | -165.3k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | Reduced | -149.4k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | New | $8.3m70.0k shares |
| JANE STREET GROUP, LLC | Added | $4.2m35.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.4m28.9k shares |
| Walleye Trading LLC | New | $3.0m25.0k shares |
| CITADEL ADVISORS LLC | Added | $2.1m17.7k shares |
| IMC-Chicago, LLC | Added | $1.4m11.7k shares |
| SIMPLEX TRADING, LLC | New | $23.8k200 shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $17.8m150.0k shares |
| JPMORGAN CHASE & CO | New | $8.3m71.0k shares |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | $5.9m50.0k shares |
| JANE STREET GROUP, LLC | Added | $1.4m11.6k shares |
| IMC-Chicago, LLC | Added | $773.2k6.5k shares |
| Total Wealth Planning & Management, Inc. | Unchanged | $547.2k4.6k shares |
| Twin Tree Management, LP | New | $523.4k4.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $416.3k3.5k shares |
| CITADEL ADVISORS LLC | Reduced | $226.0k1.9k shares |
| SIMPLEX TRADING, LLC | Added | $202.2k1.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 9.1% |
| Korenvaes Harlan B 13G · passive investor new · filed 2026-08-11 | 5.9% |
Fell to 5% or below in the last year: AMERICAN CENTURY INVESTMENT MANAGEMENT INC (4.7%, 2026-05-01), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $4.6m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 2 | $11.1m | 0 | — | — |
| Q3 2025 | 0 | — | 3 | $747.6k | $388.8k |
| Q4 2025 | 2 | $18.0m | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $156.3k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 5.6m $661.4m | Added +127.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.1m $254.5m | Added +6.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.0m $241.0m | Added +24.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.61% of their portfolio | 1.9m $224.5m | Added +101.8k |
| AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio | 1.7m $207.4m | Reduced -869.0k |
| Boston Partners 0.18% of their portfolio | 1.7m $204.0m | Added +53.9k |
| FIRST TRUST ADVISORS LP 0.12% of their portfolio | 1.7m $199.5m | Reduced -96.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.5m $182.1m | Added +137.6k |
| STATE STREET CORP 0.01% of their portfolio | 1.5m $174.1m | Added +52.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.2m $148.5m | Reduced -109.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $139.0m | Added +60.9k |
| Epoch Investment Partners, Inc. 0.63% of their portfolio | 926.8k $110.2m | Reduced -49.8k |
| MORGAN STANLEY 0.00% of their portfolio | 783.6k $93.2m | Added +167.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 751.6k $89.4m | Reduced -180.8k |
| Quantinno Capital Management LP 0.09% of their portfolio | 653.6k $77.7m | Added +191.7k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 619.5k $73.7m | Added +221.1k |
| Alberta Investment Management Corp 0.39% of their portfolio | 570.0k $67.8m | Reduced -32.0k |
| DEPRINCE RACE & ZOLLO INC 1.08% of their portfolio | 540.5k $64.3m | Reduced -165.3k |
| NEW SOUTH CAPITAL MANAGEMENT INC 2.81% of their portfolio | 539.0k $64.1m | Reduced -39.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 470.8k $56.0m | Reduced -16.2k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 457.7k $53.6m | Added +157.6k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 444.7k $52.9m | Reduced -27.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 435.2k $51.8m | Added +5.0k |
| Alyeska Investment Group, L.P. 0.13% of their portfolio | 419.8k $49.9m | New |
| Boston Trust Walden Corp 0.38% of their portfolio | 415.4k $49.4m | Reduced -71.1k |
| OLD REPUBLIC INTERNATIONAL CORP 1.84% of their portfolio | 412.4k $49.0m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 402.7k $47.9m | Added +102.6k |
| NORGES BANK 0.00% of their portfolio | 398.0k $47.3m | Not comparable |
| FMR LLC 0.00% of their portfolio | 392.4k $46.7m | Reduced -21.6k |
| Invesco Ltd. 0.00% of their portfolio | 375.2k $44.6m | Reduced -775.6k |
| CRAWFORD INVESTMENT COUNSEL INC 0.74% of their portfolio | 374.9k $44.6m | Reduced -18.1k |
| PZENA INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 373.7k $44.4m | Reduced -70.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 366.6k $43.6m | Added +59.9k |
| ROYCE & ASSOCIATES LP 0.34% of their portfolio | 356.9k $42.5m | Reduced -30.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 353.0k $32.6m | Added +835 |
| FIL Ltd 0.03% of their portfolio | 352.1k $41.9m | Added +25.4k |
| SG Capital Management LLC 3.71% of their portfolio | 343.8k $40.9m | Added +256.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 331.1k $39.4m | Added +144.4k |
| Freestone Grove Partners LP 0.25% of their portfolio | 321.2k $38.2m | Added +313.2k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 292.8k $34.8m | Added +242.0k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 288.5k $34.3m | Added +4.7k |
| Bragg Financial Advisors, Inc 0.90% of their portfolio | 281.5k $33.5m | Reduced -769 |
| Gotham Asset Management, LLC 0.08% of their portfolio | 278.0k $33.1m | Added +36.0k |
| Medina Value Partners, LLC 6.03% of their portfolio | 258.6k $30.8m | Reduced -31.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 257.3k $30.2m | Reduced -56.5k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 248.5k $29.6m | Reduced -480.1k |
| Jupiter Topco LLC 0.01% of their portfolio | 247.3k $29.4m | First filing |
| Interval Partners, LP 0.94% of their portfolio | 244.6k $29.1m | New |
| Bahl & Gaynor LLC 0.13% of their portfolio | 241.7k $28.8m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 236.5k $28.1m | Added +27.2k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 229.5k $27.3m | Reduced -301.9k |
| UBS Group AG 0.00% of their portfolio | 228.2k $27.1m | Reduced -136.1k |
| Schonfeld Strategic Advisors LLC 0.13% of their portfolio | 210.3k $25.0m | Added +44.5k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.19% of their portfolio | 209.3k $24.9m | Reduced -149.4k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 194.1k $23.1m | Reduced -34.7k |
| Nuveen, LLC 0.00% of their portfolio | 166.1k $19.8m | Added +81.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.13% of their portfolio | 162.2k $19.3m | New |
| WINTON GROUP Ltd 0.62% of their portfolio | 161.6k $19.2m | Added +3.4k |
| LONE PEAK GLOBAL INVESTORS LLC 2.64% of their portfolio | 161.4k $19.2m | Reduced -9.8k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 160.7k $19.1m | Added +125.9k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 156.1k $14.0m | Unchanged |
| ARGENT CAPITAL MANAGEMENT LLC 0.53% of their portfolio | 140.6k $16.7m | Reduced -8.5k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.39% of their portfolio | 140.5k $16.7m | Added +110.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 134.1k $16.0m | Reduced -4.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 128.2k $15.2m | Reduced -13.8k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.76% of their portfolio | 120.0k $14.3m | Added +10.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 118.5k $14.1m | Reduced -1.5k |
| TECTONIC ADVISORS LLC 0.67% of their portfolio | 117.3k $13.9m | Added +39 |
| 1832 Asset Management L.P. 0.02% of their portfolio | 113.9k $13.6m | New |
| BRANDES INVESTMENT PARTNERS, LP 0.09% of their portfolio | 105.9k $12.6m | Reduced -266.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 104.0k $12.4m | Added +1.9k |
| HANCOCK WHITNEY CORP 0.20% of their portfolio | 103.0k $12.3m | Reduced -108 |
| TD Asset Management Inc 0.01% of their portfolio | 99.1k $11.8m | Reduced -9.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 96.9k $11.5m | Added +7.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 95.7k $11.4m | Added +4.2k |
| Creative Planning 0.01% of their portfolio | 89.9k $10.7m | Added +33.8k |
| Swiss National Bank 0.01% of their portfolio | 89.7k $10.7m | Added +1.4k |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 86.3k $10.3m | Reduced -1.3k |
| Quadrature Capital Ltd 0.09% of their portfolio | 85.3k $10.1m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 83.5k $9.9m | Added +28.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 82.1k $9.8m | Reduced -18.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 78.5k $9.3m | Reduced -16.8k |
| ICON ADVISERS INC/CO 1.75% of their portfolio | 78.4k $9.3m | Added +32.0k |
| Ceredex Value Advisors LLC 0.26% of their portfolio | 77.8k $9.2m | Reduced -46.2k |
| BW Gestao de Investimentos Ltda. 0.22% of their portfolio | 77.1k $9.2m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 76.1k $9.1m | Reduced -40.2k |
| Legal & General Group Plc 0.00% of their portfolio | 68.7k $8.2m | Reduced -1.6k |
| NewSquare Capital LLC 0.59% of their portfolio | 66.7k $7.9m | Added +2.5k |
| Jain Global LLC 0.09% of their portfolio | 66.5k $7.9m | New |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 66.3k $7.9m | Reduced -5.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 63.8k $7.6m | Reduced -15.3k |
| Altrius Capital Management Inc 1.41% of their portfolio | 62.2k $7.4m | Added +63 |
| Verition Fund Management LLC 0.05% of their portfolio | 60.4k $7.2m | Reduced -111.0k |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC 1.72% of their portfolio | 58.5k $7.0m | Reduced -1.5k |
| CASTLEARK MANAGEMENT LLC 0.19% of their portfolio | 58.2k $6.9m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 57.7k $6.9m | Added +8.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 54.4k $6.5m | Added +530 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 54.2k $6.4m | Reduced -6.1k |
| HighTower Advisors, LLC 0.01% of their portfolio | 53.2k $6.3m | Reduced -1.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 52.9k $6.3m | New |