Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MSM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.4M | $501.3M | +1.7% | 9.735% | 0.01% |
| 2 | AMERICAN CENTURY COMPANIES INC | 2.6M | $241.1M | -7.7% | 4.683% | 0.12% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $196.8M | — | 3.822% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $184.7M | — | 3.587% | 0.00% |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.8M | $164.8M | -0.6% | 3.200% | 0.55% |
| 6 | FIRST TRUST ADVISORS LP | 1.8M | $163.6M | +20.9% | 3.177% | 0.12% |
| 7 | Boston Partners | 1.7M | $153.2M | -4.2% | 2.976% | 0.16% |
| 8 | STATE STREET CORP | 1.4M | $130.2M | -12.3% | 2.528% | 0.00% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $128.5M | -18.4% | 2.496% | 0.02% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $125.2M | +1.1% | 2.433% | 0.03% |
| 11 | Invesco Ltd. | 1.2M | $106.2M | -8.6% | 2.062% | 0.02% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $102.2M | +5.0% | 1.985% | 0.01% |
| 13 | Epoch Investment Partners, Inc. | 977K | $90.1M | -0.2% | 1.750% | 0.55% |
| 14 | VICTORY CAPITAL MANAGEMENT INC | 932K | $86.0M | -5.7% | 1.671% | 0.06% |
| 15 | MILLENNIUM MANAGEMENT LLC | 729K | $67.2M | +71.2% | 1.306% | 0.04% |
| 16 | DEPRINCE RACE & ZOLLO INC | 706K | $65.1M | +43.0% | 1.265% | 1.23% |
| 17 | MORGAN STANLEY | 616K | $56.9M | -8.1% | 1.104% | 0.00% |
| 18 | Alberta Investment Management Corp | 602K | $55.5M | -2.8% | 1.079% | 0.35% |
| 19 | NEW SOUTH CAPITAL MANAGEMENT INC | 579K | $53.4M | -6.9% | 1.037% | 2.56% |
| 20 | MACKENZIE FINANCIAL CORP | 563K | $52.0M | -3.3% | 1.009% | 0.06% |
| 21 | Point72 Asset Management, L.P. | 531K | $49.0M | +1184.6% | 0.952% | 0.07% |
| 22 | Bank of New York Mellon Corp | 487K | $44.9M | -1.0% | 0.873% | 0.01% |
| 23 | Boston Trust Walden Corp | 487K | $44.9M | -11.9% | 0.872% | 0.37% |
| 24 | Allianz Asset Management GmbH | 472K | $43.5M | +53.5% | 0.846% | 0.05% |
| 25 | Quantinno Capital Management LP | 462K | $42.6M | -17.4% | 0.828% | 0.07% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MSM — a direct measure of their conviction.
Filings activity in MSM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 406 | 1.7% | 64.40% | +3.62 pp | $4.19B | +5.9% |
| Q4 2025 | 413 | +1.0% | 60.78% | 2.72 pp | $3.96B | 4.3% |
| Q3 2025 | 409 | +7.9% | 63.50% | 10.70 pp | $4.13B | 14% |
| Q2 2025 | 379 | +0.3% | 74.20% | +19.48 pp | $4.83B | +36% |
| Q1 2025 | 378 | +0.3% | 54.72% | +4.35 pp | $3.56B | +8.6% |
| Q4 2024 | 377 | 5.5% | 50.37% | 6.09 pp | $3.28B | 11% |
| Q3 2024 | 399 | 2.2% | 56.46% | +6.89 pp | $3.68B | +14% |
| Q2 2024 | 408 | — | 49.57% | — | $3.23B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MSM stock.
Based on Q1 2026 13F filings, institutional ownership of MSC Industrial Direct Co., Inc. stands at 64.4%, held across 406 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MSM, with approximately 5,432,644 shares worth $0.50B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of MSM, including MILLENNIUM MANAGEMENT LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for MSM is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
69 institutions opened new positions in MSM during Q1 2026, while 76 fully exited. 263 added to existing positions and 74 trimmed.
MSM institutional ownership rose by 3.62 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 47.4% of all reported 13F value in MSM, and the top 25 account for 70.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
MSC Industrial Direct Co., Inc. (MSM) Institutional Ownership