Comparable stake leader
BlackRock, Inc.
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
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.
Quick read
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.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| 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 |
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
Net insider flow leans to buying over the last 12 months. Net value: +$298,122.
| 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
Showing 1-20 of 26 reporting-owner rows connected to MATTHEWS INTERNATIONAL CORP. Open a relationship link for the CIK-to-CIK filing trail.
| 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 |
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 |