Matrix Service Ownership | Who Owns Matrix Service?
Matrix Service Ownership Summary
Matrix Service is owned by 86.66% institutional investors, 3.76% insiders, and 9.58% retail investors. Blackrock is the largest institutional shareholder, holding 12.21% of MTRX shares. Needham Aggressive Growth Retail is the top mutual fund, with 5.14% of its assets in Matrix Service shares.
MTRX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail | 
|---|---|---|---|---|
| Stock | Matrix Service | 86.66% | 3.76% | 9.58% | 
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% | 
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value | 
|---|---|---|---|
| Blackrock | 3.35M | 12.21% | $33.28M | 
| Blackrock funding, inc. /de | 3.28M | 11.77% | $44.26M | 
| Needham investment management | 1.42M | 5.10% | $19.18M | 
| Vanguard group | 1.39M | 5.05% | $16.66M | 
| Harvey partners | 1.22M | 4.39% | $16.51M | 
| Ack asset management | 1.09M | 3.91% | $14.69M | 
| Dimensional fund advisors lp | 1.07M | 3.89% | $12.84M | 
| First wilshire securities management | 901.01K | 3.24% | $12.17M | 
| Westerly capital management | 820.00K | 2.95% | $11.08M | 
| Royce & associates lp | 707.31K | 2.54% | $9.56M | 
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value | 
|---|---|---|---|
| Westerly capital management | 820.00K | 4.11% | $11.08M | 
| First wilshire securities management | 901.01K | 3.31% | $12.17M | 
| Azarias capital management | 634.84K | 3.29% | $8.30M | 
| Ack asset management | 1.09M | 1.93% | $14.69M | 
| Harvey partners | 1.22M | 1.62% | $16.51M | 
| Needham investment management | 1.42M | 1.53% | $19.18M | 
| 1492 capital management | 156.54K | 0.97% | $2.11M | 
| Keene & associates | 61.65K | 0.59% | $737.96K | 
| De lisle partners llp | 237.94K | 0.45% | $3.21M | 
| Essex investment management | 208.36K | 0.45% | $2.49M | 
Top Buyers
| Holder | Shares | % Assets | Change | 
|---|---|---|---|
| Blackrock | 3.35M | 0.00% | 1.40M | 
| State street | 328.48K | 0.00% | 234.99K | 
| American century companies | 671.40K | 0.00% | 130.49K | 
| Blackrock funding, inc. /de | 3.28M | 0.00% | 61.60K | 
| Centerbook partners lp | 60.30K | 0.04% | 60.30K | 
Top Sellers
| Holder | Shares | % Assets | Change | 
|---|---|---|---|
| Portolan capital management | - | - | -509.06K | 
| First wilshire securities management | 901.01K | 3.31% | -428.19K | 
| Parkwood | - | - | -362.71K | 
| Harvey partners | 1.22M | 1.62% | -311.24K | 
| G2 investment partners management | - | - | -211.95K | 
New Positions
| Holder | Shares | % Assets | Change | Value | 
|---|---|---|---|---|
| Centerbook partners lp | 60.30K | 0.04% | 60.30K | $721.78K | 
| Strs ohio | 51.00K | 0.00% | 51.00K | $506.43K | 
| Jump financial | 45.74K | 0.01% | 45.74K | $617.95K | 
| Arrowstreet capital, limited partnership | 23.53K | 0.00% | 23.53K | $317.84K | 
| State of wisconsin investment board | 16.39K | 0.00% | 16.39K | $221.41K | 
Sold Out
| Holder | Change | 
|---|---|
| Ifp advisors | -1.00 | 
| Stephens consulting | -30.00 | 
| Nbc securities | -46.00 | 
| Private wealth management group | -87.00 | 
| Toth financial advisory | -100.00 | 
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % | 
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 123 | -1.60% | 24,122,746 | 2.19% | 86 | 1.21% | 65 | 3.17% | 39 | -13.33% | 
| Mar 31, 2025 | 5 | -95.97% | 2,692,650 | -88.14% | 9 | 0.14% | 3 | -95.00% | 2 | -95.12% | 
| Dec 31, 2024 | 119 | 0.85% | 22,150,121 | -4.84% | 80 | 1.13% | 56 | -22.22% | 40 | 48.15% | 
| Sep 30, 2024 | 118 | 5.36% | 23,275,982 | 3.06% | 84 | 1.25% | 72 | 16.13% | 27 | -32.50% | 
| Jun 30, 2024 | 112 | - | 22,584,273 | 0.70% | 82 | 1.23% | 62 | 3.33% | 40 | 5.26% | 
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change | 
|---|---|---|---|
| Needham Aggressive Growth Retail | 1.42M | 5.14% | - | 
| iShares US Infrastructure ETF | 1.28M | 4.65% | - | 
| Harvey Partners Small-Cap Opportunity | 1.11M | 4.03% | -261.50K | 
| Vanguard Total Stock Mkt Idx Inv | 819.59K | 2.97% | -18.18K | 
| Vanguard US Total Market Shares ETF | 817.50K | 2.96% | - | 
| First Wilshire US SCV Equities SMA | 772.86K | 2.80% | -370.62K | 
| iShares Russell 2000 ETF | 634.27K | 2.30% | - | 
| Avantis US Small Cap Value ETF | 593.92K | 2.15% | 2.88K | 
| First Eagle Small Cap Opportunity I | 468.85K | 1.70% | 26.79K | 
| First Eagle US Small Cap Strategy | 446.31K | 1.62% | 172.12K | 
Recent Insider Transactions
| Date | Name | Role | Activity | Value | 
|---|---|---|---|---|
| Sep 16, 2025 | CHANDLER JOHN D | - | Buy | $29.31K | 
| Sep 11, 2024 | MILLER JAMES HARRY | - | Sell | $46.02K | 
| Mar 22, 2024 | DURKIN KEVIN A | VP Chief Bus Dev/Strat Officer | Sell | $51.25K | 
| Mar 20, 2024 | HEWITT JOHN R | President & CEO | Sell | $132.50K | 
| Feb 09, 2024 | DURKIN KEVIN A | VP Chief Bus Dev/Strat Officer | Sell | $49.61K | 
Insider Transactions Trends
| Date | Buy | Sell | 
|---|---|---|
| 2025 Q3 | 1 | - | 
| 2025 Q1 | - | - | 
| 2024 Q4 | - | - | 
| 2024 Q3 | - | 1 | 
| 2024 Q2 | - | - | 
MTRX Ownership FAQ
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