MORGAN STANLEY

Position in MSM — Msc Industrial Direct Co Inc

CIK 895421 NEW YORK, NY

Back to MSM Full portfolio

Position in MSM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$93,211,950

+$36,354,811 QoQ

Shares Held

783,623

+27.2% QoQ

Ownership

1.40%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#13

of 477 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in MSM Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $5,209,607,210 across 20 Industrial Distribution names. MSM ranks #10 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QXO	QXO, Inc.	86,495,549	$1,494,643,082
2	FAST	Fastenal Co	20,855,726	$1,001,700,510
3	GWW	W.W. Grainger, Inc.	569,489	$774,732,829
4	WSO	Watsco Inc	902,995	$376,059,646
5	POOL	Pool Corp	1,736,495	$373,172,767
6	CNM	Core & Main, Inc.	6,040,241	$291,441,621
7	FERG	Ferguson Enterprises Inc. /DE/	1,169,706	$277,606,318
8	WCC	Wesco International Inc	634,473	$219,166,001

All Filings in MSM

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,211,950	783,623	+27.2%	Shares	Defined	2026-08-13
2026-03-31	$56,857,139	616,204	-8.1%	Shares	Defined	2026-05-15
2025-12-31	$56,374,750	670,330	+1.4%	Shares	Defined	2026-05-27
2025-09-30	$60,925,728	661,230	-16.3%	Shares	Defined	2026-05-27
2025-06-30	$67,131,789	789,600	-11.2%	Shares	Defined	2025-08-15
2025-03-31	$69,044,662	888,949	+39.5%	Shares	Defined	2025-05-15
2024-12-31	$47,596,197	637,250	-46.9%	Shares	Defined	2025-05-15
2024-09-30	$103,204,265	1,199,213	+29.9%	Shares	Defined	2025-05-14
2024-06-30	$73,194,955	922,897	+79.0%	Shares	Defined	2025-05-14
2024-03-31	$50,034,884	515,611	+24.0%	Shares	Defined	2024-10-17
2023-12-31	$42,095,700	415,719	-3.6%	Shares	Defined	2024-08-16
2023-09-30	$42,316,775	431,144	+5.2%	Shares	Defined	2023-11-15
2023-06-30	$39,042,594	409,767	-8.7%	Shares	Defined	2023-08-14
2023-03-31	$37,718,604	449,031	-14.2%	Shares	Defined	2023-05-15
2022-12-31	$42,773,131	523,539	+9.7%	Shares	Defined	2023-02-14
2022-09-30	$34,746,165	477,217	+4.2%	Shares	Defined	2022-11-14
2022-06-30	$34,385,578	457,803	+71.4%	Shares	Defined	2022-10-27
2022-03-31	$22,755,837	267,056	+7.0%	Shares	Defined	2022-10-27
2021-12-31	$20,986,921	249,666	-23.4%	Shares	Defined	2022-02-14
2021-09-30	$26,132,073	325,877	-24.6%	Shares	Defined	2021-11-15
2021-06-30	$38,790,992	432,308	+121.9%	Shares	Defined	2021-08-23
2021-03-31	$17,567,926	194,788	-20.3%	Shares	Defined	2021-05-17
2020-12-31	$20,620,609	244,349	+0.6%	Shares	Defined	2021-02-16
2020-09-30	$15,371,025	242,905	+89.7%	Shares	Defined	2020-11-13
2020-06-30	$9,322,373	128,037	-43.2%	Shares	Defined	2020-08-14
2020-03-31	$12,401,833	225,611	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.