Matthews Ownership | Who Owns Matthews?

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Matthews Ownership Summary

Matthews is owned by 80.13% institutional investors, 4.09% insiders, and 15.78% retail investors. Blackrock is the largest institutional shareholder, holding 14.81% of MATW shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.46% of its assets in Matthews shares.

MATW Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Matthews	80.13%	4.09%	15.78%
Sector	Industrials Stocks	62.82%	10.55%	26.63%
Industry	Conglomerate Stocks	68.87%	6.11%	25.01%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.58M	14.81%	$114.75M
Vanguard group	3.60M	11.63%	$90.09M
Ameriprise financial	1.59M	5.15%	$39.91M
Phoenix	1.50M	4.83%	$37.45M
Dimensional fund advisors lp	1.48M	4.78%	$37.00M
Gamco investors, inc. et al	1.18M	3.81%	$29.51M
State street	1.13M	3.66%	$28.35M
Aristotle capital boston	935.81K	3.03%	$23.44M
Geode capital management	723.00K	2.34%	$18.12M
Allspring global investments	652.66K	2.11%	$16.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Barington capital group	385.00K	11.04%	$9.64M
Aristotle capital boston	935.81K	0.79%	$23.44M
Phoenix	1.50M	0.57%	$37.45M
Palisade capital management, lp	627.42K	0.43%	$15.72M
Gamco investors, inc. et al	1.18M	0.32%	$29.51M
Crestline management, lp	157.50K	0.31%	$3.95M
Summerhaven investment management	16.12K	0.27%	$403.76K
Hunter associates investment management	36.36K	0.15%	$914.00K
Numerai gp	14.87K	0.14%	$372.42K
Occudo quantitative strategies lp	11.32K	0.05%	$283.67K

Top Buyers

Holder	Shares	% Assets	Change
Ameriprise financial	1.59M	0.01%	299.42K
Norges bank	183.67K	0.00%	183.67K
Goldman sachs group	263.31K	0.00%	165.95K
Gamco investors, inc. et al	1.18M	0.32%	105.25K
Allspring global investments	652.66K	0.03%	65.19K

Top Sellers

Holder	Shares	% Assets	Change
Select equity group	183.61K	0.02%	-751.29K
Maven securities	-	-	-150.00K
Blackrock	4.58M	0.00%	-110.74K
Seizert capital partners	-	-	-102.66K
Jupiter asset management	-	-	-78.81K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	183.67K	0.00%	183.67K	$4.60M
Balyasny asset management	21.53K	0.00%	21.53K	$539.25K
Quinn opportunity partners	17.67K	0.05%	17.67K	$442.58K
Corebridge financial	17.28K	0.00%	17.28K	$432.81K
Y-intercept (hong kong)	16.07K	0.02%	16.07K	$402.43K

Sold Out

Holder	Change
Rothschild investment	-5.00
Nelson, van denburg & campbell wealth management group	-6.00
Huntington national bank	-8.00
Massmutual trust co fsb/adv	-15.00
Spire wealth management	-30.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	162	-4.71%	24,754,338	-1.21%	80	1.22%	72	-8.86%	58	-1.69%
Jun 30, 2024	168	1.20%	25,057,972	-0.68%	81	1.22%	78	11.43%	58	-3.33%
Mar 31, 2024	166	-7.78%	25,229,455	-1.07%	81	1.20%	70	-14.63%	60	-13.04%
Dec 31, 2023	180	4.05%	25,502,793	0.65%	82	1.22%	82	10.81%	69	2.99%
Sep 30, 2023	173	2.37%	25,336,969	7.79%	82	1.41%	74	1.37%	67	9.84%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.98M	6.46%	1.03K
Vanguard Total Stock Mkt Idx Inv	910.21K	2.97%	1.37K
CT (Lux) American Smaller Com 9U USD	859.55K	2.81%	45.63K
iShares Russell 2000 ETF	841.76K	2.75%	-1.76K
CT American Smaller Coms(US) InstAccGBP	773.98K	2.53%	-14.14K
Vanguard Small Cap Index	730.12K	2.39%	1.45K
1290 VT GAMCO Small Company Value IB	660.00K	2.16%	500.00
Allspring Special Small Cap Value A	587.41K	1.92%	7.90K
Vanguard Small Cap Value Index Inv	492.48K	1.61%	-168.00
Vanguard Institutional Extnd Mkt Idx Tr	481.71K	1.57%	-10.43K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 09, 2023	Richards Aleta W.	-	Buy	$49.70K
Nov 21, 2022	BARTOLACCI JOSEPH C	President and CEO	Sell	$301.70K
Aug 08, 2022	Awenowicz Ronald C	SVP, Global Compliance & HR	Sell	$10.32K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-

MATW Ownership FAQ

Who Owns Matthews?

Matthews shareholders are primarily institutional investors at 80.13%, followed by 4.09% insiders and 15.78% retail investors. The average institutional ownership in Matthews's industry, Conglomerate Stocks , is 68.87%, which Matthews exceeds.

Who owns the most shares of Matthews?

Matthews’s largest shareholders are Blackrock (4.58M shares, 14.81%), Vanguard group (3.6M shares, 11.63%), and Ameriprise financial (1.59M shares, 5.15%). Together, they hold 31.59% of Matthews’s total shares outstanding.

Does Blackrock own Matthews?

Yes, BlackRock owns 14.81% of Matthews, totaling 4.58M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 114.75M$. In the last quarter, BlackRock decreased its holdings by -111K shares, a -2.36% change.

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

Barington capital group is Matthews’s biggest shareholder by percentage of total assets invested, with 11.04% of its assets in 385K Matthews shares, valued at 9.64M$.

Who is the top mutual fund holder of Matthews shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Matthews shares, with 6.46% of its total shares outstanding invested in 1.98M Matthews shares.

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