MSC工业直销 MSM
$113.27 +$2.32 (+2.09%)
休市 · Nov 6, 9:40 pm ET · 最新盘后价 $113.27 0.00%
开盘$112.10
昨收$110.95
当日区间$110.39 – $113.54
成交量962.2K
市值$6.33B
市盈率（TTM）28.5
股息率3.07%
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例91.1%+6.16 个百分点，较上季度
持仓机构数559+11 ，较上季度
内部人近期交易33次买入 / 14次卖出净买入
空头持仓比例4.24% 占流通股回补天数 2.8 · 截至 15 Oct 2026
卖空成交量占比16.4%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$32.62M（6个净流入日，14个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有40.2%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从3.83%升至4.24%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Mitchell Jacobson | Individual/Insider | 2026/Q3 | +241,800 | 14.9% |
| Spruce Trust | Private Company | 2026/Q3 | +4,119,310 | 7.4% |
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +96,117 | 0.2% |
| Alyeska Investment Group, L.P. | Hedge Fund | 2026/Q3 | +419,828 | 0.8% |
| Freestone Grove Partners LP | Hedge Fund | 2026/Q3 | +313,161 | 0.6% |
| SG Capital Management LLC | Hedge Fund | 2026/Q3 | +256,490 | 0.6% |
| Interval Partners, LP | Hedge Fund | 2026/Q3 | +244,604 | 0.4% |
| Qube Research & Technologies Ltd | Mutual Fund | 2026/Q3 | +242,045 | 0.5% |
| Bahl & Gaynor LLC | Mutual Fund | 2026/Q3 | +241,748 | 0.4% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +221,143 | 1.1% |
| Quantinno Capital Management LP | Mutual Fund | 2026/Q3 | +189,217 | 1.2% |
| Morgan Stanley | Public Company | 2026/Q3 | +173,015 | 0.7% |
| Silvercrest Asset Management Group LLC | Mutual Fund | 2026/Q3 | +162,241 | 0.3% |
| AQR Capital Management | Hedge Fund | 2026/Q3 | +156,911 | 0.8% |
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +144,364 | 0.6% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 22 Oct 2026 | Mitchell Jacobson | Non-Executive Chairperson | Other Disposition | -8,200 | – | 8,331,520 |
| 22 Oct 2026 | Mitchell Jacobson | Non-Executive Chairperson | Open Market Acquisition | +250,000 | $116.72 | 8,331,520 |
| 22 Oct 2026 | Reuben Slone | Independent Non-Executive Director | Open Market Acquisition | +433 | $116.52 | 433 |
| 2 Oct 2026 | Martina McIsaac | Chief Executive Officer | Derivative Exercise and Sale | -480 | $130.12 | 9,151 |
| 2 Oct 2026 | Martina McIsaac | Chief Executive Officer | Derivative Exercise and Retained | +880 | – | 9,151 |
| 13 Sep 2026 | Robert Kuhns | Chief Financial Officer | Other Derivative Acquisition | +12,575 | – | 12,575 |
| 13 Sep 2026 | Robert Kuhns | Chief Financial Officer | Initial Statement of Beneficial | +0 | – | – |
| 19 Jul 2026 | Walter Siegel | Senior Vice President | Other Derivative Acquisition | +2,013 | – | 2,013 |
| 19 Jul 2026 | Walter Siegel | Senior Vice President | Initial Statement of Beneficial | +0 | – | – |
| 6 Apr 2026 | Mitchell Jacobson | Non-Executive Chairperson | Other Disposition | -14,972 | – | 8,089,720 |
| 1 Mar 2026 | Reuben Slone | Independent Non-Executive Director | Initial Statement of Beneficial | +0 | – | – |
| 4 Feb 2026 | Steven Paladino | Lead Independent Director | Other Acquisition | +13,960 | – | 15,528 |
| 4 Feb 2026 | Steven Paladino | Lead Independent Director | Other Disposition | -13,960 | – | 15,528 |
| 1 Feb 2026 | Rudina Seseri | Non Executive Independent Director | Open Market Disposition | -1,800 | $86.83 | 6,090 |
| 26 Jan 2026 | Erik Gershwind | Non-Executive Vice Chair of the Board | Other Acquisition | +163,571 | – | 1,981,403 |
| 26 Jan 2026 | Erik Gershwind | Non-Executive Vice Chair of the Board | Other Disposition | -277,808 | – | 1,981,403 |
| 23 Jan 2026 | Steven Paladino | Lead Independent Director | Derivative Exercise and Retained | +745 | – | 15,528 |
| 23 Jan 2026 | Michael Kaufmann | Independent Director | Derivative Exercise and Retained | +745 | – | 15,551 |
| 23 Jan 2026 | Rudina Seseri | Non Executive Independent Director | Derivative Exercise and Retained | +745 | – | 7,890 |
| 22 Jan 2026 | Louise Goeser | Independent Director | Other Derivative Acquisition | +1,603 | – | 1,603 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 2,368,765 | 4.2% | 2.8 |
| 30 Sep 2026 | 2,452,461 | 4.4% | 3.0 |
| 15 Sep 2026 | 2,456,031 | 4.4% | 4.1 |
| 31 Aug 2026 | 2,306,194 | 4.1% | 4.3 |
| 14 Aug 2026 | 1,919,805 | 3.4% | 2.9 |
| 31 Jul 2026 | 2,137,018 | 3.8% | 3.3 |
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