Comparable stake leader
BlackRock, Inc.
SEC ownership of MATRIX SERVICE CO
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000866273.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
27 Aug 2026
- Public ticker
- MTRX on Nasdaq
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- 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
-
27 Aug 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000866273
- Issuer location
- Tulsa, OK
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of MATRIX SERVICE CO (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
27 Aug 2026
13F
13D/G
3/4/5
Lead comparable stake: 6.8%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 6.8%.
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.
6.8%
NEEDHAM INVESTMENT MANAGEMENT LLC
5.2%
FIRST WILSHIRE SECURITIES MANAGEM...
4.9%
Harvey Partners, LLC
4.4%
Azarias Capital Management, L.P.
4.4%
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
|
6.8%
from 13D/G
|
$29,310,548
2,139,456 shares
|
— | 30 Jun 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC |
13F
13D/G
Company
|
5.2%
from 13D/G
|
$19,659,500
1,435,000 shares
|
— | 30 Jun 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC |
13D/G
13F
Company
|
4.9%
|
$15,566,268
1,346,563 shares
|
$0 | 31 Dec 2024 |
| Harvey Partners, LLC |
13D/G
13F
Company
|
4.4%
|
$16,334,958
1,221,762 shares
|
$0 | 30 Jun 2025 |
| Azarias Capital Management, L.P. |
13D/G
13F
Company
|
4.4%
|
$14,050,197
1,215,415 shares
|
-$2,544,980 | 31 Dec 2024 |
| Shawn P. Payne |
3/4/5
President & CEO, Director
|
0.44%
|
$1,754,175
123,946 shares
mixed-class rows
|
-$197,987 | 27 Aug 2026 |
| James H. Miller |
3/4/5
Director
|
0.33%
|
$1,204,407
92,078 shares
|
— | 04 Nov 2025 |
| John D. Chandler |
3/4/5
Director
|
0.3%
|
$1,125,415
86,039 shares
|
+$29,313 | 04 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 selling over the last 12 months. Net value: -$2,515,126.
Buys
$29,313
Insiders: 1
Sells
$2,544,439
Insiders: 5
Net
-$2,515,126
Shares: -191,384
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 2,300
Shares: 193,684
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 20,482 | $0 | $278,289 | -$278,289 |
| 3-6 | 0 | 152,509 | $0 | $2,020,818 | -$2,020,818 |
| 6-9 | 0 | 4,193 | $0 | $47,345 | -$47,345 |
| 9-12 | 2,300 | 16,500 | $29,313 | $197,987 | -$168,674 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-19 of 19 reporting-owner rows connected to MATRIX SERVICE CO. Open a relationship link for the CIK-to-CIK filing trail.
Rows
19
Largest Forms 3/4/5 holder
John R. Hewitt
Net 12M change
-$2,515,127
Latest report
27 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| John R. Hewitt | President & CEO, Director | $7,495,247 | -$450,173 | -5.7% | Mixed | 08 May 2026 |
| Shawn P. Payne | President & CEO, Director | $1,754,175 | -$197,987 | -10% | Mixed | 27 Aug 2026 |
| Alan R. Updyke | Chief Operating Officer | $1,436,172 | Mixed | 29 Aug 2024 | ||
| Nancy E. Austin | VP, Chief Admin Officer | $1,249,781 | -$47,345 | -3.6% | Mixed | 18 Feb 2026 |
| James H. Miller | Director | $1,204,407 | Mixed | 04 Nov 2025 | ||
| Kevin S. Cavanah | VP Finance & CFO | $1,198,165 | -$1,619,556 | -57% | Mixed | 27 Aug 2026 |
| John D. Chandler | Director | $1,125,415 | +$29,313 | +2.7% | Mixed | 04 Nov 2025 |
| Justin D. Sheets | SVP, Enterprise Services | $1,003,117 | -$229,379 | -19% | Mixed | 27 Aug 2026 |
| Douglas J. Montalbano | President, Matrix NAC | $980,855 | Mixed | 29 Aug 2025 | ||
| Martha Z. Carnes | Director | $931,094 | Mixed | 04 Nov 2025 | ||
| Bradley J. Rinehart | President, Matrix Service | $891,496 | Mixed | 30 Aug 2022 | ||
| Liane K. Hinrichs | Director | $840,906 | Mixed | 04 Nov 2025 | ||
| Kevin A. Durkin | VP Chief Bus Dev/Strat Officer | $817,108 | Mixed | 29 Aug 2024 | ||
| Jim W. Mogg | Director | $731,450 | Mixed | 05 Dec 2022 | ||
| Carlin G. Conner | Director | $722,281 | Mixed | 04 Nov 2025 | ||
| Glyn A. Rodgers | President, Matrix PDM Eng | $594,791 | Mixed | 29 Aug 2024 | ||
| Jose Luis Martin de Bustamante | Director | $544,454 | Mixed | 04 Nov 2025 | ||
| Rick J. Bennett | VP & Chief Information Officer | $438,643 | Mixed | 30 Aug 2022 | ||
| David J. Miller | VP & General Counsel | $320,114 | Median | 25 Aug 2026 |
Recent insider transactions for MATRIX SERVICE CO
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| David J. Miller | MTRX | Common Stock | Tax liability | -1.6% | -380 | 23,366 | 30 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Common Stock | Disposed to Issuer | -3.91% | -967 | 23,746 | 30 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Common Stock | Options Exercise | 4.07% | 967 | 24,713 | 30 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Restricted Stock Units | Options Exercise | -100% | -967 | 0 | 30 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Common Stock | Tax liability | -1.37% | -962 | 69,474 | 30 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Common Stock | Disposed to Issuer | -3.53% | -2,576 | 70,436 | 30 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Common Stock | Options Exercise | 3.66% | 2,576 | 73,012 | 30 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Restricted Stock Units | Options Exercise | -100% | -2,576 | 0 | 30 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Common Stock | Tax liability | -1.91% | -1,576 | 80,814 | 30 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Common Stock | Disposed to Issuer | -5.25% | -4,569 | 82,390 | 30 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Common Stock | Options Exercise | 5.55% | 4,569 | 86,959 | 30 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Restricted Stock Units | Options Exercise | -100% | -4,569 | 0 | 30 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Common Stock | Tax liability | -0.89% | -1,108 | 123,946 | 30 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Common Stock | Disposed to Issuer | -2.2% | -2,817 | 125,054 | 30 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Common Stock | Options Exercise | 2.25% | 2,817 | 127,871 | 30 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Restricted Stock Units | Options Exercise | -100% | -2,817 | 0 | 30 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Common Stock | Tax liability | -3.78% | -932 | 23,746 | 29 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Common Stock | Disposed to Issuer | -8.76% | -2,370 | 24,678 | 29 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Common Stock | Options Exercise | 9.6% | 2,370 | 27,048 | 29 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Restricted Stock Units | Options Exercise | -50% | -2,370 | 2,369 | 29 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Common Stock | Tax liability | -1.81% | -1,300 | 70,436 | 29 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Common Stock | Disposed to Issuer | -4.63% | -3,482 | 71,736 | 29 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Common Stock | Options Exercise | 4.85% | 3,482 | 75,218 | 29 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Restricted Stock Units | Options Exercise | -50% | -3,482 | 3,482 | 29 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Common Stock | Tax liability | -2.52% | -2,130 | 82,390 | 29 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Common Stock | Disposed to Issuer | -6.81% | -6,176 | 84,520 | 29 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Common Stock | Options Exercise | 7.31% | 6,176 | 90,696 | 29 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Restricted Stock Units | Options Exercise | -50% | -6,176 | 6,175 | 29 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Common Stock | Tax liability | -1.27% | -1,604 | 125,054 | 29 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Common Stock | Disposed to Issuer | -3.12% | -4,077 | 126,658 | 29 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Common Stock | Options Exercise | 3.22% | 4,077 | 130,735 | 29 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Restricted Stock Units | Options Exercise | -50% | -4,077 | 4,077 | 29 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Common Stock | Tax liability | -5.01% | -1,301 | 24,678 | 27 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Common Stock | Disposed to Issuer | -11.6% | -3,309 | 25,310 | 27 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Common Stock | Options Exercise | 13.6% | 3,309 | 27,681 | 27 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Restricted Stock Units | Options Exercise | -49.3% | -3,309 | 3,404 | 27 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Common Stock | Tax liability | -2.1% | -1,540 | 71,736 | 27 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Common Stock | Disposed to Issuer | -5.39% | -4,126 | 72,369 | 27 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Common Stock | Options Exercise | 5.76% | 4,126 | 75,705 | 27 Aug 2026 | Direct | ||
| Justin D. Sheets | MTRX | Restricted Stock Units | Options Exercise | -45.9% | -4,126 | 4,857 | 27 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Common Stock | Tax liability | -2.98% | -2,593 | 84,520 | 27 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Common Stock | Disposed to Issuer | -7.87% | -7,316 | 85,628 | 27 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Common Stock | Options Exercise | 8.7% | 7,316 | 91,420 | 27 Aug 2026 | Direct | ||
| Kevin S. Cavanah | MTRX | Restricted Stock Units | Options Exercise | -45.9% | -7,316 | 8,614 | 27 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Common Stock | Tax liability | -4.49% | -5,958 | 126,658 | 27 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Common Stock | Disposed to Issuer | -5.02% | -6,947 | 131,498 | 27 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Common Stock | Options Exercise | 5.4% | 6,947 | 135,602 | 27 Aug 2026 | Direct | ||
| Shawn P. Payne | MTRX | Restricted Stock Units | Options Exercise | -55% | -6,947 | 5,686 | 27 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Common Stock | Award | 26.4% | 5,432 | 25,979 | 25 Aug 2026 | Direct | ||
| David J. Miller | MTRX | Restricted Stock Units | Award | 5,432 | 5,432 | 25 Aug 2026 | Direct |
* marks a reported price that did not pass the local price check.