MSMNYSEWholesale-Industrial Machinery & EquipmentFiscal year ends August 29
MSC INDUSTRIAL DIRECT CO INC
Financials through Q3 FY2026, quarter ended May 30, 2026Last filing: 10-Q on Jul 1, 2026
$128.25−2.13 (-1.63%)
Close on Oct 19, 2026
- Market cap
- $7.18B
- P/E (TTM)
- 31.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
83.4%
47M of 56M shares
Institutional holders
477
107 new, 40 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
6 buys · 1 sales
Net bought $17.80M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 5,079,412 | 9.10% | 13G (passive) amendment | Mar 31, 2025 |
| Harlan B. Korenvaes | 4,294,324 | 5.90% | 13G (passive) | Aug 4, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MSM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,560,498 | 9.96% | $661.42M | +127,854 | 0.01% |
| Vanguard Portfolio Management LLC | 2,139,176 | 3.83% | $254.45M | +6,319 | 0.01% |
| Vanguard Capital Management LLC | 2,026,407 | 3.63% | $241.04M | +24,462 | 0.01% |
| Fuller & Thaler Asset Management, Inc. | 1,887,419 | 3.38% | $224.51M | +101,823 | 0.61% |
| American Century Companies Inc | 1,743,956 | 3.12% | $207.44M | −869,007 | 0.09% |
| Boston Partners | 1,714,389 | 3.07% | $203.95M | +53,888 | 0.18% |
| First Trust Advisors LP | 1,676,859 | 3.00% | $199.46M | −96,274 | 0.12% |
| Charles Schwab Investment Management Inc | 1,530,616 | 2.74% | $182.07M | +137,554 | 0.02% |
| State Street Corp | 1,463,620 | 2.62% | $174.10M | +52,860 | 0.01% |
| Dimensional Fund Advisors LP | 1,248,087 | 2.23% | $148.45M | −109,332 | 0.03% |
| Geode Capital Management, LLC | 1,168,449 | 2.09% | $139.01M | +60,919 | 0.01% |
| Epoch Investment Partners, Inc. | 926,830 | 1.66% | $110.25M | −49,801 | 0.63% |
| Morgan Stanley | 783,623 | 1.40% | $93.21M | +167,419 | 0.00% |
| Victory Capital Management Inc | 751,553 | 1.35% | $89.40M | −180,768 | 0.05% |
| Quantinno Capital Management LP | 653,578 | 1.17% | $77.74M | +191,743 | 0.09% |
| Citadel Advisors LLC | 619,507 | 1.11% | $73.69M | +221,143 | 0.01% |
| Alberta Investment Management Corp | 570,000 | 1.02% | $67.80M | −32,000 | 0.38% |
| Deprince Race & Zollo Inc | 540,509 | 0.97% | $64.29M | −165,266 | 1.08% |
| New South Capital Management Inc | 539,026 | 0.97% | $64.12M | −39,725 | 2.81% |
| Bank of New York Mellon Corp | 470,840 | 0.84% | $56.01M | −16,234 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 477 | 47M | 83.4% | 107 / 158 | 141 / 40 | 6M | 6M |
| Q1 2026 | 416 | 47M | 84.1% | 70 / 148 | 136 / 65 | 9M | 7M |
| Q4 2025 | 418 | 50M | 88.8% | 61 / 153 | 142 / 57 | 7M | 4M |
| Q3 2025 | 423 | 47M | 83.6% | 76 / 139 | 130 / 34 | 3M | 5M |
| Q2 2025 | 385 | 48M | 86.4% | 57 / 136 | 133 / 50 | 5M | 4M |
| Q1 2025 | 382 | 47M | 84.1% | 54 / 153 | 118 / 49 | 5M | 4M |
| Q4 2024 | 382 | 46M | 82.2% | 64 / 131 | 143 / 83 | 6M | 5M |
| Q3 2024 | 411 | 45M | 81.5% | 55 / 148 | 163 / 55 | 11M | 4M |
| Q2 2024 | 415 | 44M | 78.5% | 52 / 144 | 160 / 96 | 5M | 6M |
| Q1 2024 | 462 | 46M | 81.5% | 62 / 155 | 179 / 60 | 5M | 4M |
| Q4 2023 | 462 | 44M | 78.9% | 80 / 140 | 177 / 25 | 3M | 4M |
| Q3 2023 | 412 | 44M | 79.6% | 44 / 133 | 165 / 61 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MSM | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,565,379 | 2.80% | $186.20M | 0.15% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,420,493 | 2.54% | $168.97M | 0.01% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 1,352,919 | 2.42% | $160.93M | 1.27% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 1,257,678 | 2.25% | $149.60M | 1.30% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 1,173,611 | 2.10% | $139.60M | 0.60% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 1,090,755 | 1.95% | $119.40M | 0.13% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,024,654 | 1.83% | $121.88M | 0.06% | Jun 30, 2026 |
| iShares Select Dividend ETF | 926,905 | 1.66% | $114.38M | 0.49% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 648,939 | 1.16% | $77.19M | 0.11% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 525,139 | 0.94% | $62.47M | 0.06% | Jun 30, 2026 |
| Mid Cap Value Fund | 493,931 | 0.88% | $58.75M | 1.04% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 430,000 | 0.77% | $51.15M | 1.09% | Jun 30, 2026 |
| Equity Income Fund | 395,132 | 0.71% | $47.00M | 0.73% | Jun 30, 2026 |
| Undiscovered Managers Behavioral Value Fund | 386,599 | 0.69% | $45.99M | 0.51% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 367,591 | 0.66% | $45.36M | 0.65% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert M. Kuhns | EVP, Chief Financial Officer | 0 | – | Sep 15, 2026 |
| Walter Siegel | SVP, Gen Counsel & Corp Sec | 0 | – | Jul 21, 2026 |
| Julie Valsa Rockett | VP, Chief People Officer | 1,464 | 0.00% | Dec 18, 2025 |
| Neal Dongre | SVP, Gen Counsel & Corp Sec | 4,430 | 0.01% | Nov 7, 2025 |
| Gregory Haefele Clark | VP & Interim CFO | 669 | 0.00% | Nov 7, 2025 |
| Kimberly Shacklett | SVP, Customer Experience | 16,040 | 0.03% | Nov 7, 2025 |
| Martina McIsaac | President & COO | 6,386 | 0.01% | Nov 5, 2025 |
| John Joseph Reichelt | SVP, Chief Information Officer | 0 | – | Nov 4, 2025 |
| Jahida Salim Nadi | Senior Vice President, Sales | 0 | – | Nov 4, 2025 |
| Kristen Actis-Grande | EVP & Chief Financial Officer | 13,125 | 0.02% | Nov 8, 2024 |
| Elizabeth Bledsoe | SVP & Chief People Officer | 8,902 | 0.02% | Nov 8, 2024 |
| Mitchell Jacobson | Director, 10% owner | 5,206,807 | 9.32% | Apr 9, 2026 |
| Reuben E. Slone | Director | 0 | – | Mar 2, 2026 |
| Steven Paladino | Director | 15,528 | 0.03% | Feb 5, 2026 |
| Rudina Seseri | Director | 6,090 | 0.01% | Feb 2, 2026 |
| Erik Gershwind | Director | 1,643,581 | 2.94% | Jan 27, 2026 |
| Rahquel Purcell | Director | 3,143 | 0.01% | Jan 26, 2026 |
| Robert B. Aarnes | Director | 799 | 0.00% | Jan 26, 2026 |
| Michael C. Kaufmann | Director | 15,551 | 0.03% | Jan 26, 2026 |
| Philip Peller | Director | 24,433 | 0.04% | Jan 26, 2026 |
| Louise K. Goeser | Director | 13,802 | 0.02% | Jan 26, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mitchell Jacobson Director, 10% owner | Apr 7, 2026 | Gift | −14,972 | – | – | 2,878,615 |
| Steven Paladino Director | Feb 5, 2026 | Gift | +13,960 | – | – | 13,960 |
| Steven Paladino Director | Feb 5, 2026 | Gift | −13,960 | – | – | 1,568 |
| Rudina Seseri Director | Feb 2, 2026 | Sale | −1,800 | $86.83 | $156.29K | 6,090 |
| Erik Gershwind Director | Jan 27, 2026 | Other | −69,452 | – | – | 0 |
| Erik Gershwind Director | Jan 27, 2026 | Other | −69,452 | – | – | 4,222 |
| Erik Gershwind Director | Jan 27, 2026 | Other | +12,020 | – | – | 12,020 |
| Erik Gershwind Director | Jan 27, 2026 | Gift | +69,452 | – | – | 1,639,359 |
| Erik Gershwind Director | Jan 27, 2026 | Other | −69,452 | – | – | 0 |
| Erik Gershwind Director | Jan 27, 2026 | Other | −69,452 | – | – | 285,511 |
| Erik Gershwind Director | Jan 27, 2026 | Other | +69,452 | – | – | 69,452 |
| Erik Gershwind Director | Jan 27, 2026 | Other | +12,647 | – | – | 73,764 |
| Steven Paladino Director | Jan 24, 2026 | Option exercise | +695 | – | – | 15,478 |
| Steven Paladino Director | Jan 24, 2026 | Option exercise | +50 | – | – | 15,528 |
| Rudina Seseri Director | Jan 24, 2026 | Option exercise | +50 | – | – | 7,890 |
| Rudina Seseri Director | Jan 24, 2026 | Option exercise | +695 | – | – | 7,840 |
| Rahquel Purcell Director | Jan 24, 2026 | Option exercise | +50 | – | – | 3,912 |
| Rahquel Purcell Director | Jan 24, 2026 | Option exercise | +695 | – | – | 3,862 |
| Michael C. Kaufmann Director | Jan 24, 2026 | Option exercise | +50 | – | – | 15,551 |
| Michael C. Kaufmann Director | Jan 24, 2026 | Option exercise | +695 | – | – | 15,501 |
| Rahquel Purcell Director | Jan 22, 2026 | Option exercise | +799 | – | – | 3,143 |
| Rahquel Purcell Director | Jan 22, 2026 | Option exercise | +24 | – | – | 3,167 |
| Robert B. Aarnes Director | Jan 22, 2026 | Option exercise | +799 | – | – | 799 |
| Robert B. Aarnes Director | Jan 22, 2026 | Option exercise | +24 | – | – | 823 |
| Steven Paladino Director | Jan 22, 2026 | Option exercise | +24 | – | – | 14,783 |
| Steven Paladino Director | Jan 22, 2026 | Option exercise | +799 | – | – | 14,759 |
| Michael C. Kaufmann Director | Jan 22, 2026 | Option exercise | +24 | – | – | 14,806 |
| Michael C. Kaufmann Director | Jan 22, 2026 | Option exercise | +799 | – | – | 14,782 |
| Rudina Seseri Director | Jan 22, 2026 | Option exercise | +799 | – | – | 7,121 |
| Rudina Seseri Director | Jan 22, 2026 | Option exercise | +24 | – | – | 7,145 |
| Mitchell Jacobson Director, 10% owner | Jan 21, 2026 | Gift | −2,913 | – | – | 2,893,587 |
| Julie Valsa Rockett VP, Chief People Officer | Dec 17, 2025 | Tax withholding | −6.84 | $86.10 | $589 | 1,464 |
| Julie Valsa Rockett VP, Chief People Officer | Dec 17, 2025 | Option exercise | +0.83 | – | – | 1,471 |
| Julie Valsa Rockett VP, Chief People Officer | Dec 17, 2025 | Option exercise | +20 | – | – | 1,470 |
| Mitchell Jacobson Director, 10% owner | Nov 18, 2025 | Buy | +22,870 | $84.96 | $1.94M | 2,328,192 |
| Philip Peller Director | Nov 13, 2025 | Buy | +6,666 | $90.14 | $600.87K | 9,537 |
| Erik Gershwind Chief Executive Officer, Director | Nov 5, 2025 | Option exercise | +770.72 | – | – | 1,572,742 |
| Erik Gershwind Chief Executive Officer, Director | Nov 5, 2025 | Option exercise | +4,782 | – | – | 1,571,971 |
| Erik Gershwind Chief Executive Officer, Director | Nov 5, 2025 | Tax withholding | −2,834.72 | $86.68 | $245.71K | 1,569,907 |
| Neal Dongre SVP, Gen Counsel & Corp Sec | Nov 5, 2025 | Option exercise | +23.69 | – | – | 4,430 |
| Neal Dongre SVP, Gen Counsel & Corp Sec | Nov 5, 2025 | Option exercise | +147 | – | – | 4,406 |
| Neal Dongre SVP, Gen Counsel & Corp Sec | Nov 5, 2025 | Tax withholding | −49.69 | $86.68 | $4.31K | 4,380 |
| Gregory Haefele Clark VP & Interim CFO | Nov 5, 2025 | Option exercise | +221 | – | – | 669 |
| Gregory Haefele Clark VP & Interim CFO | Nov 5, 2025 | Option exercise | +35.62 | – | – | 705 |
| Gregory Haefele Clark VP & Interim CFO | Nov 5, 2025 | Tax withholding | −92.62 | $86.68 | $8.03K | 612 |
| Julie Valsa Rockett VP, Chief People Officer | Nov 5, 2025 | Option exercise | +103 | – | – | 1,468 |
| Julie Valsa Rockett VP, Chief People Officer | Nov 5, 2025 | Option exercise | +16.6 | – | – | 1,485 |
| Julie Valsa Rockett VP, Chief People Officer | Nov 5, 2025 | Tax withholding | −34.6 | $86.68 | $3.00K | 1,450 |
| Kimberly Shacklett SVP, Customer Experience | Nov 5, 2025 | Option exercise | +196 | – | – | 16,040 |
| Kimberly Shacklett SVP, Customer Experience | Nov 5, 2025 | Option exercise | +31.59 | – | – | 16,072 |
| Kimberly Shacklett SVP, Customer Experience | Nov 5, 2025 | Tax withholding | −65.59 | $86.68 | $5.69K | 16,006 |
| Julie Valsa Rockett VP, Chief People Officer | Nov 4, 2025 | Option exercise | +4.53 | – | – | 1,398 |
| Julie Valsa Rockett VP, Chief People Officer | Nov 4, 2025 | Tax withholding | −32.53 | $86.42 | $2.81K | 1,365 |
| Julie Valsa Rockett VP, Chief People Officer | Nov 4, 2025 | Option exercise | +108 | – | – | 1,393 |
| Julie Valsa Rockett VP, Chief People Officer | Nov 4, 2025 | Tax withholding | −34.64 | $86.42 | $2.99K | 1,285 |
| Julie Valsa Rockett VP, Chief People Officer | Nov 4, 2025 | Option exercise | +12.64 | – | – | 1,320 |
| Julie Valsa Rockett VP, Chief People Officer | Nov 4, 2025 | Option exercise | +106 | – | – | 1,307 |
| Gregory Haefele Clark VP & Interim CFO | Nov 4, 2025 | Option exercise | +232 | – | – | 526 |
| Gregory Haefele Clark VP & Interim CFO | Nov 4, 2025 | Option exercise | +9.72 | – | – | 536 |
| Gregory Haefele Clark VP & Interim CFO | Nov 4, 2025 | Tax withholding | −87.72 | $86.42 | $7.58K | 448 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Seseri Rudina Director | Feb 2, 2026 | 1,800 | $156.29K | Feb 2, 2026 | Restricted Stock |
| A. Shacklett Kimberly Officer | Jul 10, 2025 | 2,130 | $193.19K | Jul 10, 2025 | Exercise of Stock Options |
| Shacklett Kimberly Officer | Jul 9, 2025 | 2,129 | $193.23K | Jul 9, 2025 | Exercise of Stock Options |
| Philip R. Peller Revocable Trust The Director | Jul 3, 2025 | 2,000 | $180.00K | Jul 3, 2025 | Restricted stock vesting under a registered plan |
| Erik Gershwind Director, Officer | Jul 3, 2025 | 2,000 | $179.22K | Jul 3, 2025 | Equity Plan Award |
| Philip R. Peller Revocable Trust The Director | Nov 13, 2024 | 900 | $80.16K | Nov 13, 2024 | Gift from Affiliate |
| Erik Gershwind Director, Officer | Nov 12, 2024 | 100,000 | $8.91M | Nov 11, 2024 | Equity Plan Award |
| Kimberly Shacklett Officer | Jul 17, 2024 | 4,885 | $413.25K | Jul 17, 2024 | STOCK OPTION EXERCISE |
| Mitchell Jacobson Director, 10% Owner | Jan 31, 2024 | 25,000 | $240.00K | Jan 31, 2024 | Open Market Purchase |
| Mitchell Jacobson Director, 10% Owner | Jan 22, 2024 | 250,000 | $24.11M | Jan 22, 2024 | Open Market Purchase |
| Actis-Grande Kristen Officer | Nov 27, 2023 | 2,690 | $265.15K | Nov 27, 2023 | Restricted Stock |
| Actis-Grande Kristen Officer | Nov 21, 2023 | 2,886 | $284.96K | Nov 21, 2023 | Performance Shares |
| Erik Gershwind Director, Officer | Nov 3, 2023 | 100,000 | $9.78M | Nov 3, 2023 | Option Exercise |
| Elizabeth Bledsoe Officer | Jul 28, 2023 | 3,094 | $309.09K | Jul 28, 2023 | STOCK OPTION EXERCISE |
| Kimberly Shacklett Officer | May 2, 2023 | 6,442 | $588.86K | May 2, 2023 | STOCK OPTION EXERCISE |