Matrix Service Ownership | Who Owns Matrix Service?


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Matrix Service Ownership Summary


Matrix Service is owned by 13.71% institutional investors, 4.88% insiders, and 81.41% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.07% 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


TypeName% Inst% Insiders% Retail
StockMatrix Service13.71%4.88%81.41%
SectorIndustrials Stocks 47.69%12.55%39.76%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de3.69M13.07%$43.14M
Blackrock3.35M12.21%$33.28M
Vanguard group1.53M5.41%$17.86M
Needham investment management1.44M5.15%$18.77M
Westerly capital management1.10M3.94%$14.39M
Gendell jeffrey l1.06M3.75%$12.37M
Harvey partners852.38K3.06%$11.15M
American century companies788.92K2.83%$10.32M
Azarias capital management730.77K2.59%$8.55M
Dimensional fund advisors lp668.74K2.37%$7.82M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Westerly capital management1.10M4.51%$14.39M
Azarias capital management730.77K3.74%$8.55M
First wilshire securities management613.02K1.80%$7.17M
Needham investment management1.44M1.31%$18.77M
Ayal capital advisors225.00K1.16%$2.94M
Harvey partners852.38K0.99%$11.15M
Keene & associates61.65K0.59%$737.96K
De lisle partners llp257.94K0.41%$3.38M
Centerbook partners lp634.05K0.36%$7.42M
Stanley-laman group181.56K0.27%$2.12M

Top Buyers

HolderShares% AssetsChange
Blackrock3.35M0.00%1.40M
Blackrock funding, inc. /de3.69M0.00%382.27K
Westerly capital management1.10M4.51%280.00K
Centerbook partners lp634.05K0.36%226.32K
Ayal capital advisors225.00K1.16%225.00K

Top Sellers

HolderShares% AssetsChange
Ack asset management---1.09M
Boston partners54.62K0.00%-790.35K
Portolan capital management---509.06K
Royce & associates lp120.78K0.01%-430.00K
Harvey partners852.38K0.99%-369.38K

New Positions

HolderShares% AssetsChangeValue
Ayal capital advisors225.00K1.16%225.00K$2.94M
Country trust bank132.66K0.03%132.66K$1.55M
Prescott group capital management90.40K0.10%90.40K$1.06M
Fortress investment group88.85K0.15%88.85K$1.16M
Two sigma investments, lp50.73K0.00%50.73K$663.56K

Sold Out

HolderChange
Stephens consulting-30.00
Nbc securities-46.00
Whipplewood advisors-68.00
Private wealth management group-87.00
Toth financial advisory-100.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202530-79.31%3,865,453-83.81%130.19%17-79.76%10-74.36%
Sep 30, 202538-67.52%4,450,732-80.89%150.23%18-71.43%12-66.67%
Jun 30, 2025123-1.60%24,122,7462.19%861.21%653.17%39-13.33%
Mar 31, 20255-95.97%2,692,650-88.14%90.14%3-95.00%2-95.12%
Dec 31, 20241190.85%22,150,121-4.84%801.13%56-22.22%4048.15%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Needham Aggressive Growth Retail1.42M5.14%-
iShares US Infrastructure ETF1.28M4.65%-
Harvey Partners Small-Cap Opportunity1.11M4.03%-261.50K
Vanguard Total Stock Mkt Idx Inv819.59K2.97%-18.18K
Vanguard US Total Market Shares ETF817.50K2.96%-
First Wilshire US SCV Equities SMA772.86K2.80%-370.62K
iShares Russell 2000 ETF634.27K2.30%-
Avantis US Small Cap Value ETF593.92K2.15%2.88K
First Eagle Small Cap Opportunity I468.85K1.70%26.79K
First Eagle US Small Cap Strategy446.31K1.62%172.12K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 18, 2026AUSTIN NANCY E VP, Chief Admin OfficerSell$47.35K
Nov 25, 2025PAYNE SHAWN P President, Eng & ConstrSell$59.74K
Nov 20, 2025PAYNE SHAWN P President, Eng & ConstrSell$34.49K
Nov 11, 2025PAYNE SHAWN P President, Eng & ConstrSell$103.76K
Sep 16, 2025CHANDLER JOHN D-Buy$29.31K

Insider Transactions Trends


DateBuySell
2026 Q1-1
2025 Q4-3
2025 Q31-
2025 Q1--
2024 Q4--

MTRX Ownership FAQ


Who owns the most shares of Matrix Service?

Matrix Service’s largest shareholders are Blackrock funding, inc. /de (3.69M shares, 13.07%), Blackrock (3.35M shares, 12.21%), and Vanguard group (1.53M shares, 5.41%). Together, they hold 30.70% of Matrix Service’s total shares outstanding.

Does Blackrock own Matrix Service?

Yes, BlackRock owns 12.21% of Matrix Service, totaling 3.35M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 33.28M$. In the last quarter, BlackRock increased its holdings by 1.4M shares, a 71.46% change.

Who is Matrix Service’s biggest shareholder by percentage of total assets invested?

Westerly capital management is Matrix Service’s biggest shareholder by percentage of total assets invested, with 4.51% of its assets in 1.1M Matrix Service shares, valued at 14.39M$.

Who is the top mutual fund holder of Matrix Service shares?

Needham Aggressive Growth Retail is the top mutual fund holder of Matrix Service shares, with 5.14% of its total shares outstanding invested in 1.42M Matrix Service shares.

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