Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

143
Institutional holders
24M
Shares held (tracked funds)
87.9%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed2,014,217$23M7.0%2026-Q1
NEEDHAM INVESTMENT MANAGEMENT LLC1,435,000$16M5.0%2026-Q1
GENDELL JEFFREY L added1,231,307$14M4.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,196,787$14M4.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added981,639$11M3.4%2026-Q1
WESTERLY CAPITAL MANAGEMENT, LLC trimmed965,000$11M3.4%2026-Q1
Harvey Partners, LLC added905,000$10M3.2%2026-Q1
First Eagle Investment Management, LLC added850,809$10M3.0%2026-Q1
Azarias Capital Management, L.P. added817,021$9M2.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added685,373$8M2.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed663,939$8M2.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added637,691$7M2.2%2026-Q1
STATE STREET CORP added545,485$6M1.9%2026-Q1
FIRST WILSHIRE SECURITIES MANAGEMENT INC trimmed522,838$6M1.8%2026-Q1
AQR CAPITAL MANAGEMENT LLC added496,395$6M1.7%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed476,411$5M1.7%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added476,089$5M1.7%2026-Q1
CITADEL ADVISORS LLC added472,047$5M1.6%2026-Q1
Bank of New York Mellon Corp trimmed466,897$5M1.6%2026-Q1
CenterBook Partners LP trimmed431,425$5M1.5%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed363,108$4M1.3%2026-Q1
Russell Investments Group, Ltd. trimmed356,785$4M1.2%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added350,987$4M1.2%2026-Q1
MARSHALL WACE, LLP added313,296$4M1.1%2026-Q1
JANE STREET GROUP, LLC added313,175$4M1.1%2026-Q1
Congruence Capital, LLC added304,145$3M1.1%2026-Q1
MORGAN STANLEY added302,698$3M1.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed272,390$3M0.9%2026-Q1
JPMORGAN CHASE & CO added275,307$3M0.9%2026-Q1
De Lisle Partners LLP added258,790$3M0.9%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added255,800$3M0.9%2026-Q1
NORTHERN TRUST CORP added240,552$3M0.8%2026-Q1
Qube Research & Technologies Ltd trimmed220,576$3M0.8%2026-Q1
ALGERT GLOBAL LLC added192,525$2M0.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new188,161$2M0.7%2026-Q1
GSA CAPITAL PARTNERS LLP trimmed185,534$2M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new181,338$2M0.6%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added171,592$2M0.6%2026-Q1
COUNTRY TRUST BANK added165,237$2M0.6%2026-Q1
PANAGORA ASSET MANAGEMENT INC added156,268$2M0.5%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed143,817$2M0.5%2026-Q1
Prescott Group Capital Management, L.L.C. added123,392$1M0.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added120,951$1M0.4%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed113,740$1M0.4%2026-Q1
MONEY CONCEPTS CAPITAL CORP trimmed104,249$1M0.4%2026-Q1
ROYAL BANK OF CANADA added100,697$1M0.4%2026-Q1
HRT FINANCIAL LP added96,316$1M0.3%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added94,040$1M0.3%2026-Q1
Allspring Global Investments Holdings, LLC added81,919$963K0.3%2026-Q1
Jump Financial, LLC added78,600$902K0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed70,788$813K0.2%2026-Q1
D. E. Shaw & Co., Inc. trimmed69,541$798K0.2%2026-Q1
XTX Topco Ltd added69,145$794K0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed67,170$771K0.2%2026-Q1
ExodusPoint Capital Management, LP added63,717$731K0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added63,191$726K0.2%2026-Q1
MARTINGALE ASSET MANAGEMENT L P trimmed57,505$660K0.2%2026-Q1
Pacific Ridge Capital Partners, LLC added54,402$625K0.2%2026-Q1
STRS OHIO added54,200$622K0.2%2026-Q1
Squarepoint Ops LLC added52,764$606K0.2%2026-Q1
Boston Partners added52,707$605K0.2%2026-Q1
Invesco Ltd. trimmed51,771$594K0.2%2026-Q1
Financial Plan, Inc.47,615$547K0.2%2026-Q1
WINTON GROUP Ltd trimmed43,029$494K0.2%2026-Q1
BANK OF AMERICA CORP /DE/ added42,223$485K0.1%2026-Q1
Nuveen, LLC trimmed41,516$477K0.1%2026-Q1
Man Group plc trimmed38,821$446K0.1%2026-Q1
EntryPoint Capital, LLC added38,821$446K0.1%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed38,723$445K0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added36,109$415K0.1%2026-Q1
Quantbot Technologies LP added35,965$413K0.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added34,000$390K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed33,608$386K0.1%2026-Q1
Dynamic Technology Lab Private Ltd added33,602$386K0.1%2026-Q1
Bridge City Capital, LLC added31,000$356K0.1%2026-Q1
Brevan Howard Capital Management LP added30,072$345K0.1%2026-Q1
UBS Group AG trimmed29,422$338K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed27,222$313K0.1%2026-Q1
Assenagon Asset Management S.A.26,618$306K0.1%2026-Q1
BARCLAYS PLC trimmed26,214$301K0.1%2026-Q1
VANGUARD GROUP INC added1,526,777$18M5.4%2025-Q4 stale
ACK Asset Management LLC trimmed1,087,100$15M4.5%2025-Q2 stale
AYAL Capital Advisors Ltd new225,000$3M0.9%2025-Q3 stale
ESSEX INVESTMENT MANAGEMENT CO LLC added212,743$3M0.8%2025-Q3 stale
OBERWEIS ASSET MANAGEMENT INC/ added226,575$3M0.8%2025-Q4 stale
Stanley-Laman Group, Ltd. trimmed181,563$2M0.6%2025-Q4 stale
1492 Capital Management LLC trimmed156,391$2M0.6%2025-Q3 stale
ROYCE & ASSOCIATES LP trimmed120,782$1M0.4%2025-Q4 stale
RBF Capital, LLC trimmed100,000$1M0.4%2025-Q2 stale
Cubist Systematic Strategies, LLC added102,523$1M0.4%2025-Q3 stale
Hudson Bay Capital Management LP100,000$1M0.4%2025-Q4 stale
Fortress Investment Group LLC new88,854$1M0.4%2025-Q3 stale
TWO SIGMA ADVISERS, LP added88,800$1M0.3%2025-Q4 stale
Informed Momentum Co LLC trimmed66,256$824K0.3%2025-Q1 stale
Legato Capital Management LLC61,015$798K0.2%2025-Q3 stale
Nierenberg Investment Management Company, Inc. trimmed44,555$554K0.2%2025-Q1 stale
Trexquant Investment LP trimmed41,395$484K0.1%2025-Q4 stale
PharVision Advisers, LLC added35,826$419K0.1%2025-Q4 stale
STATE OF WISCONSIN INVESTMENT BOARD trimmed35,500$415K0.1%2025-Q4 stale
Integrated Quantitative Investments LLC new27,447$321K0.1%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.

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.

Learn how to read institutional ownership