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 | 64.11% | 12.72% | 23.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.35M | 12.21% | $33.28M |
| Blackrock funding, inc. /de | 3.30M | 11.85% | $43.22M |
| Vanguard group | 1.52M | 5.46% | $19.92M |
| Needham investment management | 1.44M | 5.15% | $18.77M |
| Westerly capital management | 1.10M | 3.94% | $14.39M |
| Gendell jeffrey l | 946.47K | 3.39% | $12.38M |
| Harvey partners | 852.38K | 3.06% | $11.15M |
| Dimensional fund advisors lp | 810.71K | 2.91% | $10.60M |
| American century companies | 788.92K | 2.83% | $10.32M |
| First wilshire securities management | 692.88K | 2.48% | $9.06M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Westerly capital management | 1.10M | 4.51% | $14.39M |
| Azarias capital management | 634.84K | 3.29% | $8.30M |
| First wilshire securities management | 692.88K | 2.41% | $9.06M |
| Needham investment management | 1.44M | 1.31% | $18.77M |
| Ayal capital advisors | 225.00K | 1.16% | $2.94M |
| Harvey partners | 852.38K | 0.99% | $11.15M |
| 1492 capital management | 156.39K | 0.83% | $2.05M |
| Keene & associates | 61.65K | 0.59% | $737.96K |
| Essex investment management | 212.74K | 0.43% | $2.78M |
| De lisle partners llp | 257.94K | 0.41% | $3.38M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 3.35M | 0.00% | 1.40M |
| Gendell jeffrey l | 946.47K | 0.23% | 332.06K |
| Westerly capital management | 1.10M | 4.51% | 280.00K |
| Ayal capital advisors | 225.00K | 1.16% | 225.00K |
| Centerbook partners lp | 407.72K | 0.26% | 183.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ack asset management | - | - | -1.09M |
| Boston partners | 54.62K | 0.00% | -790.35K |
| Portolan capital management | - | - | -509.06K |
| Harvey partners | 852.38K | 0.99% | -369.38K |
| Parkwood | - | - | -362.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ayal capital advisors | 225.00K | 1.16% | 225.00K | $2.94M |
| Hudson bay capital management lp | 100.00K | 0.00% | 100.00K | $1.31M |
| Fortress investment group | 88.85K | 0.15% | 88.85K | $1.16M |
| Two sigma investments, lp | 50.73K | 0.00% | 50.73K | $663.56K |
| Squarepoint ops | 49.39K | 0.00% | 49.39K | $645.97K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Stephens consulting | -30.00 |
| Whipplewood advisors | -68.00 |
| 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 |
|---|---|---|---|---|
| Nov 11, 2025 | PAYNE SHAWN P | President, Eng & Constr | Sell | $103.76K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
MTRX Ownership FAQ
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