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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2016 | Vulcan Value Partners | Sell | -946 | 386,439 | $27,267 |
| Q1 2016 | Vulcan Value Partners | Sell | -4,221,498 | 387,385 | $29,561 |
| Q1 2016 | Cantillon Capital Management | Sell | -89,291 | 2,178,423 | $166,235 |
| Q1 2016 | Renaissance Technologies LLC | Sell | -31,300 | 329,600 | $25,152 |
| Q1 2016 | Jensen Investment Management | Sell | -890 | 5,720 | $436 |
| Q4 2015 | Vulcan Value Partners | Buy | 395,767 | 4,608,883 | $259,342 |
| Q4 2015 | Renaissance Technologies LLC | Buy | 303,700 | 360,900 | $20,308 |
| Q4 2015 | Cantillon Capital Management | Buy | 6,170 | 2,267,714 | $127,605 |
| Q4 2015 | Jensen Investment Management | Buy | 330 | 6,610 | $372 |
| Q3 2015 | Vulcan Value Partners | Buy | 318,273 | 4,213,116 | $257,126 |
| Q3 2015 | Renaissance Technologies LLC | Sell | -149,900 | 57,200 | $3,491 |
| Q3 2015 | Jensen Investment Management | Buy | 6,280 | 6,280 | $383 |
| Q3 2015 | Olstein Capital Management | Buy | 6,000 | 66,000 | $4,028 |
| Q3 2015 | Cantillon Capital Management | Sell | -2,700 | 2,261,544 | $138,022 |
| Q2 2015 | Vulcan Value Partners | Buy | 172,598 | 3,894,843 | $271,743 |
| Q2 2015 | Cantillon Capital Management | Sell | -64,800 | 2,264,244 | $157,976 |
| Q2 2015 | Olstein Capital Management | Buy | 60,000 | 60,000 | $4,186 |
| Q1 2015 | Vulcan Value Partners | Buy | 2,075,525 | 3,722,245 | $268,746 |
| Q1 2015 | Renaissance Technologies LLC | Sell | -185,700 | 207,100 | $14,953 |
| Q1 2015 | Cantillon Capital Management | Sell | -8,800 | 2,329,044 | $168,157 |
| Q4 2014 | Vulcan Value Partners | Buy | 1,646,720 | 1,646,720 | $133,796 |
| Q4 2014 | Cantillon Capital Management | Buy | 1,381,680 | 2,337,844 | $189,950 |
| Q4 2014 | Renaissance Technologies LLC | Buy | 375,300 | 392,800 | $31,915 |
| Q3 2014 | Cantillon Capital Management | Sell | -11,700 | 956,164 | $81,713 |
| Q2 2014 | Cantillon Capital Management | Buy | 1,000 | 967,864 | $92,566 |
| Q1 2014 | Cantillon Capital Management | Buy | 441,641 | 966,864 | $83,653 |
| Q4 2013 | Cantillon Capital Management | Buy | 525,223 | 525,223 | $42,475 |
| Q4 2013 | Renaissance Technologies LLC | Sell | -77,900 | 17,500 | $1,415 |
| Q3 2013 | Renaissance Technologies LLC | Buy | 95,400 | 95,400 | $7,761 |
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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