Who owns Matrix Service Company (MTRX)
Which tracked institutional funds hold MTRX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MTRX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
25 tracked funds added or opened MTRX while 22 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
MTRX’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 MTRX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MTRX 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 143 tracked filers holding MTRX, 81 increased or opened the position and 70 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 MTRX 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 4
- VANGUARD CAPITAL MANAGEMENT LLC$14M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- VANGUARD FIDUCIARY TRUST CO$2M
- HRT FINANCIAL LP$1M
Full exits 6
- VANGUARD GROUP INC$18M
- OBERWEIS ASSET MANAGEMENT INC/$3M
- Stanley-Laman Group, Ltd.$2M
- ROYCE & ASSOCIATES LP$1M
- Hudson Bay Capital Management LP$1M
- TWO SIGMA ADVISERS, LP$1M
Largest adds
- TWO SIGMA INVESTMENTS, LP$5M
- MARSHALL WACE, LLP$3M
- CITADEL ADVISORS LLC$3M
- Congruence Capital, LLC$2M
- JANE STREET GROUP, LLC$2M
- First Eagle Investment Management, LLC$2M
Largest trims
- BlackRock, Inc.$20M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3M
- CenterBook Partners LP$2M
- FIRST WILSHIRE SECURITIES MANAGEMENT INC$1M
- Point72 Asset Management, L.P.$1M
- LOS ANGELES CAPITAL MANAGEMENT LLC$639K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,014,217 | $23M | 7.0% | 2026-Q1 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 1,435,000 | $16M | 5.0% | 2026-Q1 |
| GENDELL JEFFREY L added | 1,231,307 | $14M | 4.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,196,787 | $14M | 4.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 981,639 | $11M | 3.4% | 2026-Q1 |
| WESTERLY CAPITAL MANAGEMENT, LLC trimmed | 965,000 | $11M | 3.4% | 2026-Q1 |
| Harvey Partners, LLC added | 905,000 | $10M | 3.2% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 850,809 | $10M | 3.0% | 2026-Q1 |
| Azarias Capital Management, L.P. added | 817,021 | $9M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 685,373 | $8M | 2.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 663,939 | $8M | 2.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 637,691 | $7M | 2.2% | 2026-Q1 |
| STATE STREET CORP added | 545,485 | $6M | 1.9% | 2026-Q1 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC trimmed | 522,838 | $6M | 1.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 496,395 | $6M | 1.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 476,411 | $5M | 1.7% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 476,089 | $5M | 1.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 472,047 | $5M | 1.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 466,897 | $5M | 1.6% | 2026-Q1 |
| CenterBook Partners LP trimmed | 431,425 | $5M | 1.5% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 363,108 | $4M | 1.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 356,785 | $4M | 1.2% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 350,987 | $4M | 1.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 313,296 | $4M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 313,175 | $4M | 1.1% | 2026-Q1 |
| Congruence Capital, LLC added | 304,145 | $3M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 302,698 | $3M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 272,390 | $3M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 275,307 | $3M | 0.9% | 2026-Q1 |
| De Lisle Partners LLP added | 258,790 | $3M | 0.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 255,800 | $3M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 240,552 | $3M | 0.8% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 220,576 | $3M | 0.8% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 192,525 | $2M | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 188,161 | $2M | 0.7% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 185,534 | $2M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 181,338 | $2M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 171,592 | $2M | 0.6% | 2026-Q1 |
| COUNTRY TRUST BANK added | 165,237 | $2M | 0.6% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 156,268 | $2M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 143,817 | $2M | 0.5% | 2026-Q1 |
| Prescott Group Capital Management, L.L.C. added | 123,392 | $1M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 120,951 | $1M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 113,740 | $1M | 0.4% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 104,249 | $1M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 100,697 | $1M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 96,316 | $1M | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 94,040 | $1M | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 81,919 | $963K | 0.3% | 2026-Q1 |
| Jump Financial, LLC added | 78,600 | $902K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 70,788 | $813K | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 69,541 | $798K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 69,145 | $794K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 67,170 | $771K | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 63,717 | $731K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 63,191 | $726K | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 57,505 | $660K | 0.2% | 2026-Q1 |
| Pacific Ridge Capital Partners, LLC added | 54,402 | $625K | 0.2% | 2026-Q1 |
| STRS OHIO added | 54,200 | $622K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 52,764 | $606K | 0.2% | 2026-Q1 |
| Boston Partners added | 52,707 | $605K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 51,771 | $594K | 0.2% | 2026-Q1 |
| Financial Plan, Inc. | 47,615 | $547K | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd trimmed | 43,029 | $494K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 42,223 | $485K | 0.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 41,516 | $477K | 0.1% | 2026-Q1 |
| Man Group plc trimmed | 38,821 | $446K | 0.1% | 2026-Q1 |
| EntryPoint Capital, LLC added | 38,821 | $446K | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 38,723 | $445K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 36,109 | $415K | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 35,965 | $413K | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 34,000 | $390K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 33,608 | $386K | 0.1% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd added | 33,602 | $386K | 0.1% | 2026-Q1 |
| Bridge City Capital, LLC added | 31,000 | $356K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 30,072 | $345K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 29,422 | $338K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 27,222 | $313K | 0.1% | 2026-Q1 |
| Assenagon Asset Management S.A. | 26,618 | $306K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 26,214 | $301K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,526,777 | $18M | 5.4% | 2025-Q4 stale |
| ACK Asset Management LLC trimmed | 1,087,100 | $15M | 4.5% | 2025-Q2 stale |
| AYAL Capital Advisors Ltd new | 225,000 | $3M | 0.9% | 2025-Q3 stale |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 212,743 | $3M | 0.8% | 2025-Q3 stale |
| OBERWEIS ASSET MANAGEMENT INC/ added | 226,575 | $3M | 0.8% | 2025-Q4 stale |
| Stanley-Laman Group, Ltd. trimmed | 181,563 | $2M | 0.6% | 2025-Q4 stale |
| 1492 Capital Management LLC trimmed | 156,391 | $2M | 0.6% | 2025-Q3 stale |
| ROYCE & ASSOCIATES LP trimmed | 120,782 | $1M | 0.4% | 2025-Q4 stale |
| RBF Capital, LLC trimmed | 100,000 | $1M | 0.4% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 102,523 | $1M | 0.4% | 2025-Q3 stale |
| Hudson Bay Capital Management LP | 100,000 | $1M | 0.4% | 2025-Q4 stale |
| Fortress Investment Group LLC new | 88,854 | $1M | 0.4% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 88,800 | $1M | 0.3% | 2025-Q4 stale |
| Informed Momentum Co LLC trimmed | 66,256 | $824K | 0.3% | 2025-Q1 stale |
| Legato Capital Management LLC | 61,015 | $798K | 0.2% | 2025-Q3 stale |
| Nierenberg Investment Management Company, Inc. trimmed | 44,555 | $554K | 0.2% | 2025-Q1 stale |
| Trexquant Investment LP trimmed | 41,395 | $484K | 0.1% | 2025-Q4 stale |
| PharVision Advisers, LLC added | 35,826 | $419K | 0.1% | 2025-Q4 stale |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 35,500 | $415K | 0.1% | 2025-Q4 stale |
| Integrated Quantitative Investments LLC new | 27,447 | $321K | 0.1% | 2025-Q4 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.
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.