SEC ownership of MATTHEWS INTERNATIONAL CORP

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000063296.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

30 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000063296
Issuer location
Pittsburgh, PA

Ownership snapshot

Top shareholders of MATTHEWS INTERNATIONAL CORP (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
13F 13D/G 3/4/5 Lead comparable stake: 14% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 14%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 14%
VANGUARD GROUP INC 10%
OAKTREE CAPITAL MANAGEMENT LP 6.2%
AMERIPRISE FINANCIAL INC 5.4%
VANGUARD CAPITAL MANAGEMENT LLC 5%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock, Inc.
13F 13D/G
Company
14%
from 13D/G
$123,513,269
4,588,160 shares
30 Jun 2026
VANGUARD GROUP INC
13D/G
The Vanguard Group
10%
$69,677,125
3,243,814 shares
$0 31 Mar 2025
OAKTREE CAPITAL MANAGEMENT LP
13D/G 13F
Company
6.2%
$51,963,264
1,925,992 shares
$0 30 Jun 2026
AMERIPRISE FINANCIAL INC
13F 13D/G
Company
5.4%
from 13D/G
$51,781,704
1,923,540 shares
30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
5%
$42,128,056
1,561,455 shares
$0 30 Jun 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G 13F
Vanguard Portfolio Management · Company
4%
$34,015,629
1,260,772 shares
$0 30 Jun 2026
Joseph C. Bartolacci
3/4/5
President and CEO, Director
2%
$15,958,881
635,812 shares
20 Nov 2025
Steven F. Nicola
3/4/5
CFO and Treasurer
0.67%
$5,257,295
209,454 shares
20 Nov 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$298,122.

Buys
$298,122
Insiders: 3
Sells
$0
Insiders: 0
Net
+$298,122
Shares: +13,000
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 13,000 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 13,000 0 $298,122 $0 +$298,122
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 26 reporting-owner rows connected to MATTHEWS INTERNATIONAL CORP. Open a relationship link for the CIK-to-CIK filing trail.

Rows
26
Largest Forms 3/4/5 holder
Joseph C. Bartolacci
Net 12M change
+$298,122
Latest report
31 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Joseph C. Bartolacci President and CEO, Director $15,958,881 Mixed 20 Nov 2025
David A. Schawk Director $10,580,729 +$118,000 +1.1% Mixed 10 Aug 2026
Steven F. Nicola CFO and Treasurer $5,257,295 Mixed 20 Nov 2025
Steven D. Gackenbach EVP, Group Pres, Memorial $2,809,744 Mixed 20 Nov 2025
Gregory S. Babe Chief Technology Officer, Director $2,275,614 Mixed 17 Nov 2024
Brian D. Walters EVP, Gen Counsel, and Corp Sec $2,171,350 Mixed 20 Nov 2025
Brian J. Dunn EVP, Strategy and Corp. Develo $2,113,723 Mixed 17 Nov 2022
Gary Raymond Kohl President SGK $1,547,503 Mixed 21 Nov 2024
Katherine Elizabeth Dietze Director $1,415,585 Mixed 12 Mar 2026
Jerry R. Whitaker Director $1,296,939 Mixed 16 Dec 2024
Morgan K. Obrien Director $1,214,841 Mixed 12 Mar 2026
Terry L. Dunlap Director $1,010,704 Mixed 12 Mar 2026
Tunon Alvaro Garcia Director $955,396 Mixed 15 Dec 2025
Lee Lane EVP (Group Pres Ind and Envir) $916,430 Mixed 19 Dec 2025
Don W. Quigley Jr. Director $747,199 Mixed 10 Mar 2022
Daniel E. Stopar CFO and Treasurer $698,735 Mixed 01 Dec 2025
Lillian Etzkorn Director $624,437 Mixed 12 Mar 2026
Davor Brkovich Chief Information Officer $502,075 Mixed 20 Nov 2025
Aleta W. Richards Director $442,204 +$69,180 +19% Mixed 14 Aug 2026
J. Michael Nauman Director $365,654 +$110,942 +44% Mixed 24 Aug 2026

Recent insider transactions for MATTHEWS INTERNATIONAL CORP

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Michael J. Whitehead MATW Restricted Share Units Award 69,198 69,198 31 Aug 2026 Direct
J. Michael Nauman MATW Class A Common Stock Purchase 11% $21,080 $21.08 1,000 10,081 24 Aug 2026 Direct
J. Michael Nauman MATW Class A Common Stock Purchase 26.5% $41,724 $21.96 1,900 9,081 20 Aug 2026 Direct
J. Michael Nauman MATW Class A Common Stock Purchase 1.41% $2,198 $21.98 100 7,181 19 Aug 2026 Direct
Aleta W. Richards MATW Class A Common Stock Purchase 31.5% $69,180 $23.06 3,000 12,535 14 Aug 2026 Direct
J. Michael Nauman MATW Class A Common Stock Purchase 39.4% $45,940 $22.97 2,000 7,081 10 Aug 2026 Direct
David A. Schawk MATW Class A Common Stock Purchase 2.27% $118,000 $23.60 5,000 225,206 10 Aug 2026 As Trustee
David A. Schawk MATW Class A Common Stock Gift 198,014 198,014 01 Jun 2026 By Trust
Francis Wlodarczyk MATW Class A Common Stock Options Exercise 3,989 3,989 14 May 2026 Direct
Francis Wlodarczyk MATW Restricted Share Units Options Exercise -100% -3,989 0 14 May 2026 Direct
David A. Schawk MATW Class A Common Stock Gift 2.17% 4,668 220,206 19 Mar 2026 As Trustee
David A. Schawk MATW Class A Common Stock Gift -100% -4,668 0 19 Mar 2026 Direct
David A. Schawk MATW Restricted Share Units Award 5,556 5,556 12 Mar 2026 Direct
Francis Wlodarczyk MATW Restricted Share Units Award 5,556 5,556 12 Mar 2026 Direct
Terry L. Dunlap MATW Restricted Share Units Award 5,556 5,556 12 Mar 2026 Direct
Katherine Elizabeth Dietze MATW Restricted Share Units Award 5,556 5,556 12 Mar 2026 Direct
Aleta W. Richards MATW Restricted Share Units Award 5,556 5,556 12 Mar 2026 Direct
Lillian Etzkorn MATW Restricted Share Units Award 5,556 5,556 12 Mar 2026 Direct
Morgan K. Obrien MATW Restricted Share Units Award 5,556 5,556 12 Mar 2026 Direct
J. Michael Nauman MATW Restricted Share Units Award 5,556 5,556 12 Mar 2026 Direct
Thomas Gebhardt MATW Restricted Share Units Award 5,556 5,556 12 Mar 2026 Direct
Katherine Elizabeth Dietze MATW Class A Common Stock Options Exercise 10.5% 4,668 49,103 07 Mar 2026 Direct
Katherine Elizabeth Dietze MATW Restricted Share Units Options Exercise -100% -4,668 0 07 Mar 2026 Direct
Terry L. Dunlap MATW Class A Common Stock Options Exercise 16.3% 4,668 33,355 07 Mar 2026 Direct
Terry L. Dunlap MATW Restricted Share Units Options Exercise -100% -4,668 0 07 Mar 2026 Direct
Morgan K. Obrien MATW Class A Common Stock Options Exercise 12.7% 4,668 41,295 07 Mar 2026 Direct
Morgan K. Obrien MATW Restricted Share Units Options Exercise -100% -4,668 0 07 Mar 2026 Direct
David A. Schawk MATW Class A Common Stock Options Exercise 4,668 4,668 07 Mar 2026 Direct
David A. Schawk MATW Restricted Share Units Options Exercise -100% -4,668 0 07 Mar 2026 Direct
Lillian Etzkorn MATW Class A Common Stock Options Exercise 34.2% 4,668 18,331 07 Mar 2026 Direct
Lillian Etzkorn MATW Restricted Share Units Options Exercise -100% -4,668 0 07 Mar 2026 Direct
Aleta W. Richards MATW Class A Common Stock Options Exercise 95.9% 4,668 9,535 07 Mar 2026 Direct
Aleta W. Richards MATW Restricted Share Units Options Exercise -100% -4,668 0 07 Mar 2026 Direct
Francis Wlodarczyk MATW Class A Common Stock Options Exercise 3,989 3,989 07 Mar 2026 Direct
Francis Wlodarczyk MATW Restricted Share Units Options Exercise -100% -3,989 0 07 Mar 2026 Direct
Lee Lane MATW Restricted Share Units Award 22,470 22,470 19 Dec 2025 Direct
Tunon Alvaro Garcia MATW Deferred Stock Units under 2019 Director Fee Plan Award 1.19% 400 33,935 15 Dec 2025 Direct
Joseph C. Bartolacci MATW Class A Common Stock Tax liability -5.8% -39,141 635,812 20 Nov 2025 Direct
Joseph C. Bartolacci MATW Class A Common Stock Options Exercise 15.4% 90,000 674,953 20 Nov 2025 Direct
Joseph C. Bartolacci MATW Restricted Share Units Options Exercise -100% -45,000 0 20 Nov 2025 Direct
Davor Brkovich MATW Class A Common Stock Tax liability -7.26% -1,566 20,003 20 Nov 2025 Direct
Davor Brkovich MATW Class A Common Stock Options Exercise 20% 3,600 21,569 20 Nov 2025 Direct
Davor Brkovich MATW Restricted Share Units Options Exercise -100% -1,800 0 20 Nov 2025 Direct
Steven D. Gackenbach MATW Class A Common Stock Tax liability -5.09% -6,002 111,942 20 Nov 2025 Direct
Steven D. Gackenbach MATW Class A Common Stock Options Exercise 13.2% 13,800 117,944 20 Nov 2025 Direct
Steven D. Gackenbach MATW Restricted Share Units Options Exercise -100% -6,900 0 20 Nov 2025 Direct
Ronald C. Awenowicz MATW Class A Common Stock Tax liability -11.5% -1,566 12,012 20 Nov 2025 Direct
Ronald C. Awenowicz MATW Class A Common Stock Options Exercise 36.1% 3,600 13,578 20 Nov 2025 Direct
Ronald C. Awenowicz MATW Restricted Share Units Options Exercise -100% -1,800 0 20 Nov 2025 Direct
Lee Lane MATW Class A Common Stock Tax liability -19.9% -4,019 16,159 20 Nov 2025 Direct
* marks a reported price that did not pass the local price check.
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