Matrix Service Ownership | Who Owns Matrix Service?
Matrix Service Ownership Summary
Matrix Service is owned by 80.37% institutional investors, 3.76% insiders, and 15.87% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.18% of MTRX shares. Needham Aggressive Growth Retail is the top mutual fund, with 5.15% of its assets in Matrix Service shares.
MTRX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Matrix Service | 80.37% | 3.76% | 15.87% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.63M | 13.18% | $43.48M |
| Blackrock | 3.35M | 12.21% | $33.28M |
| Harvey partners | 1.52M | 5.52% | $18.22M |
| Needham investment management | 1.42M | 5.15% | $17.00M |
| Vanguard group | 1.39M | 5.05% | $16.66M |
| First wilshire securities management | 1.35M | 4.89% | $16.12M |
| Azarias capital management | 1.22M | 4.42% | $14.58M |
| Ack asset management | 1.18M | 4.28% | $14.12M |
| Westerly capital management | 1.15M | 4.17% | $13.77M |
| Dimensional fund advisors lp | 1.07M | 3.89% | $12.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Azarias capital management | 1.22M | 6.53% | $14.58M |
| Westerly capital management | 1.15M | 6.36% | $13.77M |
| First wilshire securities management | 1.35M | 4.38% | $16.12M |
| Harvey partners | 1.52M | 2.02% | $18.22M |
| Ack asset management | 1.18M | 1.89% | $14.12M |
| Needham investment management | 1.42M | 1.31% | $17.00M |
| 1492 capital management | 183.88K | 1.05% | $2.20M |
| Keene & associates | 61.65K | 0.59% | $737.96K |
| Stanley-laman group | 316.25K | 0.53% | $3.79M |
| Essex investment management | 208.36K | 0.45% | $2.49M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 3.35M | 0.00% | 1.40M |
| Ack asset management | 1.18M | 1.89% | 378.90K |
| American century companies | 294.89K | 0.00% | 247.58K |
| State street | 328.48K | 0.00% | 234.99K |
| Connor, clark & lunn investment management | 276.94K | 0.01% | 110.64K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Portolan capital management | - | - | -509.06K |
| Parkwood | - | - | -362.71K |
| Azarias capital management | 1.22M | 6.53% | -220.15K |
| G2 investment partners management | - | - | -211.95K |
| Millennium management | 211.59K | 0.00% | -201.44K |
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 |
| Voya investment management | 21.09K | 0.00% | 21.09K | $252.44K |
| Martingale asset management l p | 14.53K | 0.00% | 14.53K | $173.91K |
| Cubist systematic strategies | 10.05K | 0.00% | 10.05K | $120.35K |
Sold Out
| Holder | Change |
|---|---|
| Nbc securities | -46.00 |
| Toth financial advisory | -100.00 |
| Nverses capital | -100.00 |
| Group one trading | -241.00 |
| Capital performance advisors llp | -306.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 112 | 6.67% | 22,427,459 | 4.96% | 81 | 1.34% | 60 | -10.45% | 38 | 26.67% |
| Dec 31, 2023 | 105 | 17.98% | 21,367,972 | 3.18% | 78 | 1.34% | 67 | 42.55% | 30 | 7.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Needham Aggressive Growth Retail | 1.42M | 5.15% | - |
| Harvey Partners Small-Cap Opportunity | 1.36M | 4.94% | 7.00K |
| First Wilshire US SCV Equities SMA | 1.16M | 4.21% | -22.84K |
| iShares US Infrastructure ETF | 1.07M | 3.87% | - |
| Vanguard US Total Market Shares ETF | 817.50K | 2.96% | - |
| Vanguard Total Stock Mkt Idx Inv | 817.50K | 2.96% | - |
| iShares Russell 2000 ETF | 688.57K | 2.49% | -5.94K |
| Royce Small-Cap Opportunity Invmt | 451.36K | 1.64% | -19.61K |
| Avantis US Small Cap Value ETF | 410.22K | 1.49% | 2.11K |
| Vanguard Institutional Extnd Mkt Idx Tr | 383.98K | 1.39% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Dec 05, 2023 | SHEETS JUSTIN D | VP & General Counsel | Sell | $111.04K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 3 |
MTRX Ownership FAQ
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