MSC Industrial Direct Co Inc
MSM- Exchange
- NYSE
- Industry
- Wholesale-Industrial Machinery & Equipment
- SEC CIK
- 0001003078
In the last 90 days, MSC Industrial Direct Co Inc insiders filed 2 open-market purchases and 0 sales; 482 institutions reported holding it in 13F filings for Q2 2026, worth $5.52B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $6.66B
- Insider buysLast 90 days, $29.0M in total
- 2
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +65 vs. previous quarter
- 482
- 13F valueReported value at the end of Q2 2026
- $5.52B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $4.01B
- +6.4% year over year
- Net income, FY2026
- $222.6M
- +11.7% year over year
- Free cash flow, FY2026
- $225.2M
- −6.5% year over year
- Revenue, Q4 FY2026
- $1.08B
- +10.3% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 1.94M
- Shares sold short
- Change
- −425.7K
- −18.0% vs. previous
- Days to cover
- 1.57
- At average daily volume
Superinvestors holding MSM, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding MSM at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by MSC Industrial Direct Co Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 27, 2026 (view filing)5:21 PM ET | Oct 23 | 4 days | Jacobson MitchellDirector, 10% Owner | PPurchaseClass A Common Stock | +250.0K | $115.94 | +$29.0M | +10.7%2.58M after | 3 lots |
| Oct 23, 2026 (view filing)4:17 PM ET | Oct 23 | Same day | Slone Reuben EDirector | PPurchaseClass A Common Stock, $0.001 par value | +433 | $115.77 | +$50.1K | New position433 after | 2 lots |
| Feb 2, 2026 (view filing) | Feb 2 | Same day | Seseri RudinaDirector | SSaleClass A Common Stock, $0.001 par value | −1.80K | $86.83 | −$156.3K | −22.8%6.09K after | |
| Nov 20, 2025 (view filing) | Nov 18 | 2 days | Jacobson MitchellDirector, 10% Owner | PPurchaseClass A Common Stock | +22.9K | $84.96 | +$1.94M | +1.0%2.33M after | |
| Nov 17, 2025 (view filing) | Nov 13 | 4 days | Peller PhilipDirector | PPurchaseClass A Common Stock, $0.001 par value | +6.67K | $90.14 | +$600.9K | +232.2%9.54K after | |
| Nov 3, 2025 (view filing) | Oct 30-Nov 3 | 4 days | Jacobson MitchellDirector, 10% Owner | PPurchaseClass A Common Stock | +181.8K | $84.75 | +$15.4M | +8.6%2.31M after | 4 lots |
| Jul 11, 2025 (view filing) | Jul 10 | 1 day | Shacklett KimberlySVP, Sales & Customer Success | SSaleClass A Common Stock, $0.001 par value | −2.13K | $92.00 | −$196.0K | −12.7%14.7K after | 10b5-1 |
| Jul 10, 2025 (view filing) | Jul 9 | 1 day | Shacklett KimberlySVP, Sales & Customer Success | SSaleClass A Common Stock, $0.001 par value | −2.13K | $90.60 | −$192.9K | −12.7%14.7K after | 10b5-1 |
| Jul 7, 2025 (view filing) | Jul 3 | 4 days | Peller PhilipDirector | SSaleClass A Common Stock, $0.001 par value | −2.00K | $90.00 | −$180.0K | −41.1%2.87K after | |
| Jul 7, 2025 (view filing) | Jul 3 | 4 days | Gershwind ErikChief Executive Officer | SSaleClass A Common Stock, $0.001 par value | −2.00K | $89.39 | −$178.8K | −0.1%1.54M after |
Top 10 13F holders, Q2 2026
See all 482 holdersThe largest institutional positions in MSC Industrial Direct Co Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,560,498 | $661.4M | 0.01% | +127,854+2.4% | Added |
| Vanguard Portfolio Management LLC | 2,139,176 | $254.5M | 0.01% | +6,319+0.3% | Added |
| Vanguard Capital Management LLC | 2,026,407 | $241.0M | 0.01% | +24,462+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,887,419 | $224.5M | 0.61% | +101,823+5.7% | Added |
| American Century Companies Inc | 1,743,956 | $207.4M | 0.09% | −869,007−33.3% | Reduced |
| Boston Partners | 1,714,389 | $204.0M | 0.18% | +53,888+3.2% | Added |
| First Trust Advisors LP | 1,676,859 | $199.5M | 0.12% | −96,274−5.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,530,616 | $182.1M | 0.02% | +137,554+9.9% | Added |
| State Street Corp | 1,463,620 | $174.1M | 0.01% | +52,860+3.7% | Added |
| Dimensional Fund Advisors LP | 1,248,087 | $148.5M | 0.03% | −109,332−8.1% | Reduced |
Holders of 5% or more of MSM
See all 2 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of MSC Industrial Direct Co Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 9.10%5.08M shares | – | Apr 24, 20251 filing | Apr 24, 2025 | SEC |
| Korenvaes Harlan B | 13G | 5.90%4.29M shares | New | Aug 11, 20261 filing | Aug 11, 2026 | SEC |
Politician trades
All politician trades in MSM2 members of Congress reported 5 trades in MSC Industrial Direct Co Inc since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| May 2, 2021 |  David Perdue Senate · GA | Sell (full) | $15K-$50K |
| Apr 5, 2020 | David Perdue Senate · GA | Buy | $1K-$15K |
| Apr 5, 2020 | David Perdue Senate · GA | Buy | $1K-$15K |
| Apr 5, 2020 | David Perdue Senate · GA | Buy | $1K-$15K |
| Feb 7, 2020 |  Greg Gianforte House · MT | Buy | $250K-$500K |
Senate · GA · May 2, 2021
Sell (full)$15K-$50K
Senate · GA · Apr 5, 2020
Buy$1K-$15K
Senate · GA · Apr 5, 2020
Buy$1K-$15K
Senate · GA · Apr 5, 2020
Buy$1K-$15K
House · MT · Feb 7, 2020
Buy$250K-$500K