Msc Industrial Direct Co-a (MSM) Institutional Buying & Selling Tracker (Q2 2026)

MSM ranks #1239 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MSM is a top-conviction position for Medina Value Partners, LLC — at 6.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MSM belongs to BlackRock, Inc., but the position matters far more to Medina Value Partners, LLC, who has 6.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its MSM position for two straight quarters, increasing it by $212.2M to reach $661.4M today.

Squarepoint Ops LLC has trimmed its MSM position for two straight quarters, cutting it by $13.7M while still holding $1.8M.

MSM is down 0.3% today, but institutions show net buying of $931.2M this quarter — a divergence between today's price move and the underlying institutional flow.

MSM posted net income of $231.2M over the trailing twelve months, and currently trades at a P/E of 28.7.

• Profitable — net income of $231.2M over the trailing twelve months
• Revenue grew 4.2% year over year
• Net income improved year over year, from $213.3M to $231.2M
• Generated $333.7M in positive operating cash flow
• Current ratio of 1.68x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.77x equity — within a conventional range