MSM
MSC INDUSTRIAL DIRECT CO INC
+1.27 (+1.05%)121.75USD171K成交股數6.8B市值29.3本益比(近四季)1.7股價營收比+7.8%營收年增(近四季)2026-10-22下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 0.00 |
| 近 180 天 淨額 | 0.00 |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 04-09 | JACOBSON MITCHELL | Director,TenPercentOwner | G 贈與 | 15.0K | – | – | 2.9M | SEC |
| 2026-02-05 | 02-05 | PALADINO STEVEN | Director | G 贈與 | 14.0K | – | – | 14.0K | SEC |
| 2026-02-05 | 02-05 | PALADINO STEVEN | Director | G 贈與 | 14.0K | – | – | 1.6K | SEC |
| 2026-02-02 | 02-02 | Seseri Rudina | Director | S 公開市場賣出 | 1.8K | 86.83 | 156K | 6.1K | SEC |
| 2026-01-27 | 01-27 | GERSHWIND ERIK | Director | J 其他 | 12.0K | – | – | 12.0K | SEC |
| 2026-01-27 | 01-27 | GERSHWIND ERIK | Director | J 其他 | 69.5K | – | – | 69.5K | SEC |
| 2026-01-27 | 01-27 | GERSHWIND ERIK | Director | G 贈與 | 69.5K | – | – | 1.6M | SEC |
| 2026-01-27 | 01-27 | GERSHWIND ERIK | Director | J 其他 | 69.5K | – | – | 0 | SEC |
| 2026-01-27 | 01-27 | GERSHWIND ERIK | Director | J 其他 | 69.5K | – | – | 0 | SEC |
| 2026-01-27 | 01-27 | GERSHWIND ERIK | Director | J 其他 | 69.5K | – | – | 4.2K | SEC |
| 2026-01-27 | 01-27 | GERSHWIND ERIK | Director | J 其他 | 69.5K | – | – | 286K | SEC |
| 2026-01-27 | 01-27 | GERSHWIND ERIK | Director | J 其他 | 12.6K | – | – | 73.8K | SEC |
| 2026-01-24 | 01-27 | PALADINO STEVEN | Director | M 選擇權執行 | 50 | – | – | 15.5K | SEC |
| 2026-01-24 | 01-27 | PALADINO STEVEN | Director | M 選擇權執行 | 695 | – | – | 15.5K | SEC |
| 2026-01-24 | 01-26 | Purcell Rahquel | Director | M 選擇權執行 | 50 | – | – | 3.9K | SEC |
| 2026-01-24 | 01-26 | Seseri Rudina | Director | M 選擇權執行 | 50 | – | – | 7.9K | SEC |
| 2026-01-24 | 01-26 | Kaufmann Michael C | Director | M 選擇權執行 | 50 | – | – | 15.6K | SEC |
| 2026-01-24 | 01-26 | Purcell Rahquel | Director | M 選擇權執行 | 695 | – | – | 3.9K | SEC |
| 2026-01-24 | 01-26 | Kaufmann Michael C | Director | M 選擇權執行 | 695 | – | – | 15.5K | SEC |
| 2026-01-24 | 01-26 | Seseri Rudina | Director | M 選擇權執行 | 695 | – | – | 7.8K | SEC |
| 2026-01-22 | 01-26 | Purcell Rahquel | Director | M 選擇權執行 | 799 | – | – | 3.1K | SEC |
| 2026-01-22 | 01-26 | Aarnes Robert B | Director | M 選擇權執行 | 24 | – | – | 823 | SEC |
| 2026-01-22 | 01-26 | Aarnes Robert B | Director | M 選擇權執行 | 799 | – | – | 799 | SEC |
| 2026-01-22 | 01-26 | Purcell Rahquel | Director | M 選擇權執行 | 24 | – | – | 3.2K | SEC |
| 2026-01-22 | 01-26 | PALADINO STEVEN | Director | M 選擇權執行 | 24 | – | – | 14.8K | SEC |
| 2026-01-22 | 01-26 | PALADINO STEVEN | Director | M 選擇權執行 | 799 | – | – | 14.8K | SEC |
| 2026-01-22 | 01-23 | Seseri Rudina | Director | M 選擇權執行 | 24 | – | – | 7.1K | SEC |
| 2026-01-22 | 01-23 | Kaufmann Michael C | Director | M 選擇權執行 | 24 | – | – | 14.8K | SEC |
| 2026-01-22 | 01-23 | Seseri Rudina | Director | M 選擇權執行 | 799 | – | – | 7.1K | SEC |
| 2026-01-22 | 01-23 | Kaufmann Michael C | Director | M 選擇權執行 | 799 | – | – | 14.8K | SEC |
| 2026-01-21 | 01-23 | JACOBSON MITCHELL | Director,TenPercentOwner | G 贈與 | 2.9K | – | – | 2.9M | SEC |
| 2025-12-17 | 12-18 | Rockett Julie Valsa | VP, Chief People Officer | M 選擇權執行 | 20 | – | – | 1.5K | SEC |
| 2025-12-17 | 12-18 | Rockett Julie Valsa | VP, Chief People Officer | M 選擇權執行 | 1 | – | – | 1.5K | SEC |
| 2025-12-17 | 12-18 | Rockett Julie Valsa | VP, Chief People Officer | F 繳稅扣股 | 7 | 86.10 | 588.92 | 1.5K | SEC |
| 2025-11-18 | 11-20 | JACOBSON MITCHELL | Director,TenPercentOwner | P 公開市場買進 | 22.9K | 84.96 | 1.9M | 2.3M | SEC |
| 2025-11-13 | 11-17 | PELLER PHILIP | Director | P 公開市場買進 | 6.7K | 90.14 | 601K | 9.5K | SEC |
| 2025-11-05 | 11-07 | Dongre Neal | SVP, Gen Counsel & Corp Sec | F 繳稅扣股 | 50 | 86.68 | 4K | 4.4K | SEC |
| 2025-11-05 | 11-07 | Shacklett Kimberly | SVP, Customer Experience | M 選擇權執行 | 196 | – | – | 16.0K | SEC |
| 2025-11-05 | 11-07 | Clark Gregory Haefele | VP & Interim CFO | M 選擇權執行 | 221 | – | – | 669 | SEC |
| 2025-11-05 | 11-07 | Clark Gregory Haefele | VP & Interim CFO | F 繳稅扣股 | 93 | 86.68 | 8K | 612 | SEC |
| 2025-11-05 | 11-07 | Clark Gregory Haefele | VP & Interim CFO | M 選擇權執行 | 36 | – | – | 705 | SEC |
| 2025-11-05 | 11-07 | Dongre Neal | SVP, Gen Counsel & Corp Sec | M 選擇權執行 | 147 | – | – | 4.4K | SEC |
| 2025-11-05 | 11-07 | GERSHWIND ERIK | Chief Executive Officer | F 繳稅扣股 | 2.8K | 86.68 | 246K | 1.6M | SEC |
| 2025-11-05 | 11-07 | GERSHWIND ERIK | Chief Executive Officer | M 選擇權執行 | 771 | – | – | 1.6M | SEC |
| 2025-11-05 | 11-07 | GERSHWIND ERIK | Chief Executive Officer | M 選擇權執行 | 4.8K | – | – | 1.6M | SEC |
| 2025-11-05 | 11-07 | Dongre Neal | SVP, Gen Counsel & Corp Sec | M 選擇權執行 | 24 | – | – | 4.4K | SEC |
| 2025-11-05 | 11-07 | Rockett Julie Valsa | VP, Chief People Officer | F 繳稅扣股 | 35 | 86.68 | 3K | 1.4K | SEC |
| 2025-11-05 | 11-07 | Rockett Julie Valsa | VP, Chief People Officer | M 選擇權執行 | 17 | – | – | 1.5K | SEC |
| 2025-11-05 | 11-07 | Rockett Julie Valsa | VP, Chief People Officer | M 選擇權執行 | 103 | – | – | 1.5K | SEC |
| 2025-11-05 | 11-07 | Shacklett Kimberly | SVP, Customer Experience | F 繳稅扣股 | 66 | 86.68 | 6K | 16.0K | SEC |
| 2025-11-05 | 11-07 | Shacklett Kimberly | SVP, Customer Experience | M 選擇權執行 | 32 | – | – | 16.1K | SEC |
| 2025-11-04 | 11-06 | Dongre Neal | SVP, Gen Counsel & Corp Sec | M 選擇權執行 | 29 | – | – | 4.5K | SEC |
| 2025-11-04 | 11-06 | Dongre Neal | SVP, Gen Counsel & Corp Sec | M 選擇權執行 | 698 | – | – | 4.4K | SEC |
| 2025-11-04 | 11-06 | Dongre Neal | SVP, Gen Counsel & Corp Sec | F 繳稅扣股 | 122 | 86.42 | 11K | 3.7K | SEC |
| 2025-11-04 | 11-06 | Dongre Neal | SVP, Gen Counsel & Corp Sec | M 選擇權執行 | 45 | – | – | 3.9K | SEC |
| 2025-11-04 | 11-06 | Dongre Neal | SVP, Gen Counsel & Corp Sec | M 選擇權執行 | 378 | – | – | 3.8K | SEC |
| 2025-11-04 | 11-06 | Shacklett Kimberly | SVP, Customer Experience | F 繳稅扣股 | 185 | 86.42 | 16K | 15.8K | SEC |
| 2025-11-04 | 11-06 | Shacklett Kimberly | SVP, Customer Experience | M 選擇權執行 | 26 | – | – | 16.0K | SEC |
| 2025-11-04 | 11-06 | Shacklett Kimberly | SVP, Customer Experience | M 選擇權執行 | 620 | – | – | 16.0K | SEC |
| 2025-11-04 | 11-06 | Shacklett Kimberly | SVP, Customer Experience | F 繳稅扣股 | 134 | 86.42 | 12K | 15.4K | SEC |
| 2025-11-04 | 11-06 | Shacklett Kimberly | SVP, Customer Experience | M 選擇權執行 | 50 | – | – | 15.5K | SEC |
| 2025-11-04 | 11-06 | Dongre Neal | SVP, Gen Counsel & Corp Sec | F 繳稅扣股 | 209 | 86.42 | 18K | 4.3K | SEC |
| 2025-11-04 | 11-06 | Rockett Julie Valsa | VP, Chief People Officer | M 選擇權執行 | 106 | – | – | 1.3K | SEC |
| 2025-11-04 | 11-06 | Clark Gregory Haefele | VP & Interim CFO | F 繳稅扣股 | 92 | 86.42 | 8K | 294 | SEC |
| 2025-11-04 | 11-06 | Shacklett Kimberly | SVP, Customer Experience | M 選擇權執行 | 416 | – | – | 15.5K | SEC |
| 2025-11-04 | 11-06 | Clark Gregory Haefele | VP & Interim CFO | F 繳稅扣股 | 88 | 86.42 | 8K | 448 | SEC |
| 2025-11-04 | 11-06 | Clark Gregory Haefele | VP & Interim CFO | M 選擇權執行 | 10 | – | – | 536 | SEC |
| 2025-11-04 | 11-06 | Clark Gregory Haefele | VP & Interim CFO | M 選擇權執行 | 232 | – | – | 526 | SEC |
| 2025-11-04 | 11-06 | Clark Gregory Haefele | VP & Interim CFO | M 選擇權執行 | 27 | – | – | 386 | SEC |
| 2025-11-04 | 11-06 | Clark Gregory Haefele | VP & Interim CFO | M 選擇權執行 | 227 | – | – | 359 | SEC |
| 2025-11-04 | 11-06 | Rockett Julie Valsa | VP, Chief People Officer | F 繳稅扣股 | 33 | 86.42 | 3K | 1.4K | SEC |
| 2025-11-04 | 11-06 | Rockett Julie Valsa | VP, Chief People Officer | M 選擇權執行 | 5 | – | – | 1.4K | SEC |
| 2025-11-04 | 11-06 | Rockett Julie Valsa | VP, Chief People Officer | M 選擇權執行 | 108 | – | – | 1.4K | SEC |
| 2025-11-04 | 11-06 | Rockett Julie Valsa | VP, Chief People Officer | F 繳稅扣股 | 35 | 86.42 | 3K | 1.3K | SEC |
| 2025-11-04 | 11-06 | Rockett Julie Valsa | VP, Chief People Officer | M 選擇權執行 | 13 | – | – | 1.3K | SEC |
| 2025-11-04 | 11-05 | McIsaac Martina | President & COO | F 繳稅扣股 | 310 | 86.42 | 27K | 7.2K | SEC |
| 2025-11-04 | 11-05 | McIsaac Martina | President & COO | M 選擇權執行 | 1.1K | – | – | 7.3K | SEC |
| 2025-11-04 | 11-05 | McIsaac Martina | President & COO | M 選擇權執行 | 135 | – | – | 7.5K | SEC |
| 2025-11-04 | 11-05 | McIsaac Martina | President & COO | M 選擇權執行 | 1.4K | – | – | 8.6K | SEC |
| 2025-11-04 | 11-05 | McIsaac Martina | President & COO | M 選擇權執行 | 59 | – | – | 8.6K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 5.6M | 661M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | 254M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | 241M | 新進 | 新進 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.9M | 225M | 新進 | 新進 |
| AMERICAN CENTURY COMPANIES INC | 1.7M | 207M | 新進 | 新進 |
| Boston Partners | 1.7M | 204M | 新進 | 新進 |
| FIRST TRUST ADVISORS LP | 1.7M | 199M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | 182M | 新進 | 新進 |
| STATE STREET CORP | 1.5M | 174M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 1.2M | 148M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2M | 139M | 新進 | 新進 |
| Epoch Investment Partners, Inc. | 927K | 110M | 新進 | 新進 |
| MORGAN STANLEY | 784K | 93.2M | 新進 | 新進 |
| VICTORY CAPITAL MANAGEMENT INC | 752K | 89.4M | 新進 | 新進 |
| Quantinno Capital Management LP | 654K | 77.7M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 620K | 73.7M | 新進 | 新進 |
| Alberta Investment Management Corp | 570K | 67.8M | 新進 | 新進 |
| DEPRINCE RACE & ZOLLO INC | 541K | 64.3M | 新進 | 新進 |
| NEW SOUTH CAPITAL MANAGEMENT INC | 539K | 64.1M | 新進 | 新進 |
| Bank of New York Mellon Corp | 471K | 56.0M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 458K | 53.6M | 新進 | 新進 |
| Allianz Asset Management GmbH | 445K | 52.9M | 新進 | 新進 |
| NORTHERN TRUST CORP | 435K | 51.8M | 新進 | 新進 |
| Alyeska Investment Group, L.P. | 420K | 49.9M | 新進 | 新進 |
| Boston Trust Walden Corp | 415K | 49.4M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 477 +60 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 477 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 46.6M · 83.4% |
| 合計季末市值 | 5.4B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 2.3M |
|---|---|
| 與上期比 | +20.1% |
| 佔流通股數 | 4.13% |
| 日均成交量 | 531K |
| 回補天數 | 4.3 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 2.3M | +20.1% | 4.13% | 531K | 4.3 |
| 2026-08-14 | 1.9M | -10.2% | 3.44% | 659K | 2.9 |
| 2026-07-31 | 2.1M | -7.8% | 3.83% | 654K | 3.3 |
| 2026-07-15 | 2.3M | +7.0% | 4.15% | 1.1M | 2.2 |
| 2026-06-30 | 2.2M | -18.8% | 3.88% | 831K | 2.6 |
| 2026-06-15 | 2.7M | +0.1% | 4.77% | 726K | 3.7 |
| 2026-05-29 | 2.7M | +2.0% | 4.77% | 657K | 4.1 |
| 2026-05-15 | 2.6M | +2.6% | 4.68% | 706K | 3.7 |
| 2026-04-30 | 2.5M | -7.3% | 4.56% | 667K | 3.8 |
| 2026-04-15 | 2.7M | -4.1% | 4.92% | 634K | 4.3 |
| 2026-03-31 | 2.9M | -8.2% | 5.13% | 693K | 4.1 |
| 2026-03-13 | 3.1M | -3.9% | 5.59% | 694K | 4.5 |
| 2026-02-27 | 3.2M | -1.3% | 5.82% | 442K | 7.3 |
| 2026-02-13 | 3.3M | -11.4% | 5.89% | 829K | 4.0 |
| 2026-01-30 | 3.7M | -7.6% | 6.65% | 626K | 5.9 |
| 2026-01-15 | 4.0M | +18.7% | 7.20% | 1.1M | 3.7 |
| 2025-12-31 | 3.4M | -5.2% | 6.07% | 462K | 7.3 |
| 2025-12-15 | 3.6M | -1.0% | 6.40% | 701K | 5.1 |
| 2025-11-28 | 3.6M | +4.0% | 6.46% | 622K | 5.8 |
| 2025-11-14 | 3.5M | +1.1% | 6.22% | 614K | 5.7 |
| 2025-10-31 | 3.4M | +9.4% | 6.15% | 753K | 4.6 |
| 2025-10-15 | 3.1M | +8.8% | 5.62% | 531K | 5.9 |
| 2025-09-30 | 2.9M | +1.8% | 5.17% | 564K | 5.1 |
| 2025-09-15 | 2.8M | +0.5% | 5.07% | 505K | 5.6 |
| 2025-08-29 | 2.8M | +3.0% | 5.05% | 414K | 6.8 |
| 2025-08-15 | 2.7M | +1.0% | 4.90% | 336K | 8.1 |