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Institutional Ownership · SEC Form 13F

Who owns MATX (MATX)


Which tracked institutional funds hold MATX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MATX company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

394
Institutional holders
25,340,390
Shares held (tracked funds)
83.4%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on MATX is one-sided between 2025-Q4 and 2026-Q1: 142 added or opened and 35 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

MATX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MATX more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in MATX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 394 tracked filers holding MATX, 193 increased or opened the position and 176 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in MATX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 20

  • VANGUARD PORTFOLIO MANAGEMENT LLC$332M
  • VANGUARD CAPITAL MANAGEMENT LLC$218M
  • VANGUARD FIDUCIARY TRUST CO$33M
  • Encompass Capital Advisors LLC$33M
  • SCHRODER INVESTMENT MANAGEMENT GROUP$6M
  • KBC Group NV$6M

Full exits 15

  • VANGUARD GROUP INC$449M
  • STEADFAST CAPITAL MANAGEMENT LP$8M
  • TUDOR INVESTMENT CORP ET AL$6M
  • Trexquant Investment LP$4M
  • COMERICA BANK$3M
  • Federation des caisses Desjardins du Quebec$2M

Largest adds

  • BlackRock, Inc.$97M
  • AMERICAN CENTURY COMPANIES INC$83M
  • DIMENSIONAL FUND ADVISORS LP$74M
  • T. Rowe Price Investment Management, Inc.$60M
  • STATE STREET CORP$49M
  • GEODE CAPITAL MANAGEMENT, LLC$33M

Largest trims

  • D. E. Shaw & Co., Inc.$26M
  • AMERIPRISE FINANCIAL INC$19M
  • SILVERCREST ASSET MANAGEMENT GROUP LLC$9M
  • JANE STREET GROUP, LLC$5M
  • BARCLAYS PLC$5M
  • HRT FINANCIAL LP$5M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed4,418,349$724M15.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,025,537$332M7.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed1,946,740$319M7.0%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,502,657$246M5.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,328,304$218M4.8%2026-Q1
STATE STREET CORP trimmed1,207,716$198M4.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added775,419$127M2.8%2026-Q1
Capital Research Global Investors trimmed635,093$104M2.3%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. added613,241$101M2.2%2026-Q1
T. Rowe Price Investment Management, Inc. added527,839$87M1.9%2026-Q1
MORGAN STANLEY trimmed413,611$68M1.5%2026-Q1
NORTHERN TRUST CORP added383,209$63M1.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed373,273$61M1.3%2026-Q1
FMR LLC added317,551$52M1.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added315,183$52M1.1%2026-Q1
LSV ASSET MANAGEMENT added309,340$51M1.1%2026-Q1
Boston Partners trimmed291,067$48M1.1%2026-Q1
Bank of New York Mellon Corp trimmed263,820$43M1.0%2026-Q1
LONDON CO OF VIRGINIA trimmed244,282$40M0.9%2026-Q1
Caisse de depot et placement du Quebec added243,340$40M0.9%2026-Q1
ALGERT GLOBAL LLC trimmed222,914$37M0.8%2026-Q1
CITADEL ADVISORS LLC trimmed203,005$33M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added200,926$33M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new200,268$33M0.7%2026-Q1
Encompass Capital Advisors LLC trimmed199,834$33M0.7%2026-Q1
Qube Research & Technologies Ltd added196,216$32M0.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed184,582$30M0.7%2026-Q1
D. E. Shaw & Co., Inc. trimmed176,547$29M0.6%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed176,253$29M0.6%2026-Q1
ROYCE & ASSOCIATES LP added173,982$29M0.6%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added167,129$27M0.6%2026-Q1
JPMORGAN CHASE & CO added161,513$25M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed151,520$25M0.5%2026-Q1
Schonfeld Strategic Advisors LLC added146,088$24M0.5%2026-Q1
Invesco Ltd. trimmed120,254$20M0.4%2026-Q1
Public Sector Pension Investment Board added111,550$18M0.4%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed107,662$18M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added100,455$16M0.4%2026-Q1
Baird Financial Group, Inc. added97,065$16M0.3%2026-Q1
Nuveen, LLC trimmed94,545$15M0.3%2026-Q1
RHUMBLINE ADVISERS trimmed94,236$15M0.3%2026-Q1
Hudson Bay Capital Management LP added92,599$15M0.3%2026-Q1
Verition Fund Management LLC added89,558$15M0.3%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed89,264$15M0.3%2026-Q1
Paradiem, LLC trimmed88,082$14M0.3%2026-Q1
LOOMIS SAYLES & CO L P trimmed87,669$14M0.3%2026-Q1
FRANKLIN RESOURCES INC added85,930$14M0.3%2026-Q1
UBS Group AG trimmed82,767$14M0.3%2026-Q1
NORGES BANK trimmed104,495$13M0.3%2026-Q1
FIRST TRUST ADVISORS LP added81,319$13M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed80,385$13M0.3%2026-Q1
SummitTX Capital, L.P. added72,827$12M0.3%2026-Q1
Russell Investments Group, Ltd. trimmed69,321$11M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added62,843$10M0.2%2026-Q1
Legal & General Group Plc trimmed62,667$10M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added61,870$10M0.2%2026-Q1
Cambria Investment Management, L.P. trimmed61,481$10M0.2%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed61,229$10M0.2%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC60,188$10M0.2%2026-Q1
SG Americas Securities, LLC added57,586$9M0.2%2026-Q1
California Public Employees Retirement System trimmed57,279$9M0.2%2026-Q1
Lighthouse Investment Partners, LLC trimmed56,115$9M0.2%2026-Q1
Cerity Partners LLC added55,216$9M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed54,586$9M0.2%2026-Q1
Allspring Global Investments Holdings, LLC trimmed52,943$9M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed49,979$8M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed49,783$8M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed45,947$8M0.2%2026-Q1
Edgestream Partners, L.P. added45,745$7M0.2%2026-Q1
ProShare Advisors LLC trimmed45,394$7M0.2%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed38,678$6M0.1%2026-Q1
New Age Alpha Advisors, LLC trimmed38,574$6M0.1%2026-Q1
Linden Thomas Advisory Services, LLC added38,453$6M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added38,277$6M0.1%2026-Q1
CKW FINANCIAL GROUP37,436$6M0.1%2026-Q1
ASSETMARK, INC trimmed35,906$6M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed35,401$6M0.1%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added36,365$6M0.1%2026-Q1
KBC Group NV added34,780$6M0.1%2026-Q1
BESSEMER GROUP INC added30,624$5M0.1%2026-Q1
LPL Financial LLC added30,124$5M0.1%2026-Q1
Creative Planning added29,931$5M0.1%2026-Q1
CHATHAM CAPITAL GROUP, INC. trimmed29,073$5M0.1%2026-Q1
ROYAL BANK OF CANADA trimmed28,563$5M0.1%2026-Q1
Tidal Investments LLC trimmed27,563$5M0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed26,977$4M0.1%2026-Q1
SEI INVESTMENTS CO added26,087$4M0.1%2026-Q1
VANGUARD GROUP INC trimmed3,637,311$449M9.9%2025-Q4 stale
Forest Avenue Capital Management LP added413,423$46M1.0%2025-Q2 stale
Park West Asset Management LLC added300,000$33M0.7%2025-Q2 stale
Flat Footed LLC new314,076$31M0.7%2025-Q3 stale
Brandywine Global Investment Management, LLC trimmed115,234$13M0.3%2025-Q2 stale
ADAGE CAPITAL PARTNERS GP, L.L.C. new85,150$9M0.2%2025-Q2 stale
Cubist Systematic Strategies, LLC added73,582$9M0.2%2025-Q1 stale
STEADFAST CAPITAL MANAGEMENT LP new63,200$8M0.2%2025-Q4 stale
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added55,291$7M0.2%2025-Q1 stale
TUDOR INVESTMENT CORP ET AL57,850$6M0.1%2025-Q4 stale
ExodusPoint Capital Management, LP added55,392$5M0.1%2025-Q3 stale
Concentric Capital Strategies, LP added46,611$5M0.1%2025-Q2 stale
BI Asset Management Fondsmaeglerselskab A/S trimmed47,658$5M0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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