MSC INDUSTRIAL DIRECT CO-A (MSM) Institutional Ownership Changes & 13F Activity

MSC INDUSTRIAL DIRECT CO-A (MSM) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Hancock Classic Value, Renaissance Technologies LLC, Disciplined Growth Investors, and Yacktman Asset Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2019Disciplined Growth InvestorsBuy14,404542,610$39,355
Q2 2019Renaissance Technologies LLCBuy113,000171,700$12,750
Q2 2019Disciplined Growth InvestorsSell-21,377528,206$39,225
Q2 2019Vulcan Value PartnersSell-6,222408,213$30,314
Q1 2019Renaissance Technologies LLCSell-281,10058,700$4,855
Q1 2019Vulcan Value PartnersSell-47,224414,435$34,278
Q1 2019Disciplined Growth InvestorsSell-4,199549,583$45,456
Q4 2018Disciplined Growth InvestorsBuy480,384553,782$42,597
Q4 2018Vulcan Value PartnersSell-163,560461,659$35,511
Q4 2018Renaissance Technologies LLCBuy125,400339,800$26,137
Q3 2018Renaissance Technologies LLCBuy142,500214,400$18,891
Q3 2018Disciplined Growth InvestorsBuy73,39873,398$6,467
Q3 2018Vulcan Value PartnersBuy47,589625,219$55,088
Q2 2018Vulcan Value PartnersSell-17,298577,630$49,012
Q1 2018Renaissance Technologies LLCSell-65,80071,900$6,594
Q1 2018Vulcan Value PartnersSell-56,239594,928$54,561
Q4 2017Renaissance Technologies LLCSell-413,900137,700$13,310
Q4 2017Vulcan Value PartnersSell-138,208651,167$62,942
Q3 2017Vulcan Value PartnersBuy403,709789,375$59,653
Q3 2017Renaissance Technologies LLCBuy243,500551,600$41,684
Q2 2017Renaissance Technologies LLCSell-238,900308,100$26,484
Q1 2017Renaissance Technologies LLCSell-137,400547,000$56,210
Q4 2016Renaissance Technologies LLCSell-188,600684,400$63,232
Q3 2016Renaissance Technologies LLCBuy376,500873,000$64,087
Q3 2016Cantillon Capital ManagementSell-6,2001,526,323$112,047
Q3 2016Hancock Classic ValueBuy2,7302,730$200
Q3 2016Vulcan Value PartnersSell-773385,666$28,312
Q3 2016Jensen Investment ManagementBuy6206,340$465
Q2 2016Cantillon Capital ManagementSell-645,9001,532,523$108,134
Q2 2016Renaissance Technologies LLCBuy166,900496,500$35,033

Frequently asked questions about MSM activity

  • Which institutional owners are buying MSM?

    Institutional owners buying MSM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MSM activity?

    "Buy" means an investor increased their reported position in MSM compared to the prior reporting period. This reflects growing exposure to MSC INDUSTRIAL DIRECT CO-A (MSM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MSM increasing?

    Institutional interest in MSM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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