Security Snapshot

MATRIX SERVICE CO - Common Stock (MTRX) Institutional Ownership

CUSIP: 576853105

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

143

Shares (Excl. Options)

24,538,967

Price

$11.70

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Type / Class
Equity / Common Stock
Symbol
MTRX on Nasdaq
Shares outstanding
28,246,015
Price per share
$11.48
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
24,538,967
Total reported value
$287,281,675
% of total 13F portfolios
0%
Share change
+523,252
Value change
+$4,748,710
Number of holders
143
Price from insider filings
$11.48
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • MTRX - MATRIX SERVICE CO - Common Stock is tracked under CUSIP 576853105.
  • 143 institutions reported positions in Q4 2025.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 143 to 16 between Q4 2025 and Q1 2026.
  • Reported value moved from $287,281,675 to $14,046,714.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 143 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 576853105?
CUSIP 576853105 identifies MTRX - MATRIX SERVICE CO - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of MATRIX SERVICE CO - Common Stock (MTRX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 6.8% -47% $22,048,624 -$18,051,222 1,920,729 -45% BlackRock, Inc. 31 Mar 2026
NEEDHAM INVESTMENT MANAGEMENT LLC 5.2% $16,415,200 1,420,000 NEEDHAM INVESTMENT MANAGEMENT LLC 31 Dec 2024
FIRST WILSHIRE SECURITIES MANAGEMENT INC 4.9% $15,566,268 1,346,563 First Wilshire Securities Management, Inc. 31 Dec 2024
Harvey Partners, LLC 4.4% $16,334,958 1,221,762 HARVEY PARTNERS, LLC 30 Jun 2025
Azarias Capital Management, L.P. 4.4% -16% $14,050,197 -$2,544,980 1,215,415 -15% Azarias Capital Management, L.P. 31 Dec 2024

As of 31 Dec 2025, 143 institutional investors reported holding 24,538,967 shares of MATRIX SERVICE CO - Common Stock (MTRX). This represents 87% of the company’s total 28,246,015 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MATRIX SERVICE CO - Common Stock (MTRX) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 13% 3,686,785 +12% 0% $43,135,385
VANGUARD GROUP INC 5.4% 1,526,777 +0.25% 0% $17,863,291
NEEDHAM INVESTMENT MANAGEMENT LLC 5.1% 1,435,000 0% 1.1% $16,789,500
GENDELL JEFFREY L 3.7% 1,057,561 +12% 0.22% $12,373,464
WESTERLY CAPITAL MANAGEMENT, LLC 3.5% 988,000 -10% 3.5% $11,559,600
AMERICAN CENTURY COMPANIES INC 3.1% 883,565 +12% 0.01% $10,337,711
Harvey Partners, LLC 3% 852,678 +0.03% 0.9% $9,976,333
Azarias Capital Management, L.P. 2.6% 730,767 +15% 3.7% $8,549,974
DIMENSIONAL FUND ADVISORS LP 2.4% 668,738 -18% 0% $7,824,453
GEODE CAPITAL MANAGEMENT, LLC 2.4% 667,970 +3.6% 0% $7,816,887
First Eagle Investment Management, LLC 2.3% 640,083 +10% 0.01% $7,488,971
CenterBook Partners LP 2.2% 634,046 +56% 0.36% $7,418,338
FIRST WILSHIRE SECURITIES MANAGEMENT INC 2.2% 613,017 -12% 1.8% $7,172,299
STATE STREET CORP 1.9% 533,485 +0.47% 0% $6,241,775
Bank of New York Mellon Corp 1.7% 493,629 -6.7% 0% $5,775,460
MILLENNIUM MANAGEMENT LLC 1.7% 486,668 -23% 0% $5,694,016
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.4% 405,610 +129% 0% $4,745,637
Russell Investments Group, Ltd. 1.4% 391,890 +20% 0% $4,585,109
Connor, Clark & Lunn Investment Management Ltd. 1.4% 386,637 +13% 0.01% $4,523,653
AQR CAPITAL MANAGEMENT LLC 1.3% 365,238 +19% 0% $4,273,285
JACOBS LEVY EQUITY MANAGEMENT, INC 1.2% 326,233 +12% 0.01% $3,816,926
ACADIAN ASSET MANAGEMENT LLC 1.1% 297,789 +0.8% 0.01% $3,482,000
MORGAN STANLEY 1% 290,321 -0.52% 0% $3,396,755
GOLDMAN SACHS GROUP INC 1% 287,366 -9% 0% $3,362,183
JPMORGAN CHASE & CO 0.92% 260,573 -15% 0% $3,048,705

Institutional Holders of MATRIX SERVICE CO - Common Stock (MTRX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,223,341 $14,046,714 -$902,036 $11.48 16
2025 Q4 24,538,967 $287,281,675 +$4,748,710 $11.70 143
2025 Q3 23,881,790 $312,413,487 -$4,229,567 $13.08 141
2025 Q2 24,150,626 $326,275,956 +$7,601,836 $13.51 122
2025 Q1 23,606,176 $293,418,340 +$11,670,436 $12.43 122
2024 Q4 22,750,630 $272,325,291 -$6,061,612 $11.97 122
2024 Q3 23,275,853 $268,339,192 +$5,245,112 $11.53 115
2024 Q2 22,584,088 $224,269,662 -$1,334,924 $9.93 109
2024 Q1 22,426,330 $292,219,540 +$11,923,593 $13.03 108
2023 Q4 21,367,971 $208,980,108 +$5,625,534 $9.78 103
2023 Q3 20,676,940 $243,987,352 +$6,111,300 $11.80 86
2023 Q2 20,749,803 $122,211,535 -$5,133,345 $5.89 80
2023 Q1 21,709,219 $117,032,494 +$508,454 $5.40 90
2022 Q4 21,318,485 $132,625,538 +$1,702,195 $6.22 86
2022 Q3 20,951,703 $86,738,038 -$2,852,853 $4.14 73
2022 Q2 21,003,864 $106,282,117 -$9,425,038 $5.06 93
2022 Q1 22,777,170 $187,348,530 -$5,927,027 $8.22 113
2021 Q4 23,707,877 $178,281,774 -$5,344,812 $7.52 119
2021 Q3 22,824,362 $238,682,423 +$3,876,331 $10.46 103
2021 Q2 22,429,004 $235,601,660 -$13,358,880 $10.50 104
2021 Q1 23,467,097 $307,791,168 +$444,579 $13.11 117
2020 Q4 23,476,629 $259,040,304 -$8,816,539 $11.02 120
2020 Q3 24,579,516 $205,140,416 -$1,645,268 $8.35 125
2020 Q2 24,691,661 $239,577,508 -$1,461,791 $9.72 126
2020 Q1 24,864,408 $235,505,891 -$19,581,443 $9.47 137
2019 Q4 25,287,516 $578,472,300 +$9,476,451 $22.88 166
2019 Q3 24,923,346 $427,286,013 -$12,224,283 $17.14 164
2019 Q2 25,588,869 $517,800,380 +$18,985,328 $20.26 160
2019 Q1 25,092,651 $491,303,890 +$8,484,525 $19.58 158
2018 Q4 24,717,211 $443,443,839 -$9,004,211 $17.94 164
2018 Q3 24,997,004 $615,972,011 +$3,503,519 $24.65 157
2018 Q2 25,026,481 $459,279,845 -$5,947,718 $18.35 148
2018 Q1 25,151,622 $344,632,041 +$11,249,024 $13.70 145
2017 Q4 24,589,262 $437,943,085 +$17,819,997 $17.80 155
2017 Q3 23,596,615 $358,631,695 +$13,662,645 $15.20 136
2017 Q2 23,108,030 $216,034,740 -$21,588,056 $9.35 137
2017 Q1 24,053,415 $396,952,600 +$43,571,365 $16.50 155
2016 Q4 24,154,645 $548,288,051 +$6,721,203 $22.70 168
2016 Q3 24,028,989 $450,299,960 -$7,482,626 $18.76 162
2016 Q2 24,554,501 $404,924,240 -$5,144,018 $16.49 163
2016 Q1 25,308,395 $447,941,681 -$1,856,550 $17.70 172
2015 Q4 25,289,788 $519,414,054 +$8,833,146 $20.54 164
2015 Q3 24,829,969 $557,888,917 +$11,445,510 $22.47 173
2015 Q2 24,607,055 $449,835,225 -$2,806,562 $18.28 162
2015 Q1 24,796,733 $435,624,536 -$1,516,782 $17.56 159
2014 Q4 24,400,490 $544,395,856 +$10,784,750 $22.32 175
2014 Q3 24,727,763 $596,411,118 -$137,331 $24.12 182
2014 Q2 23,970,980 $785,428,440 -$20,731,467 $32.79 192
2014 Q1 24,555,705 $828,872,838 -$5,528,295 $33.78 187
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