$MTRX

$9.67 +$0.00 (0.0%) Close

$MTRX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 28.3M shares outstanding

Who owns MTRX?

By type of holder

Institutions 88.0% Insiders 5.4% Everyone else 6.7%

Concentration Top 10 holders own 39.3%

BlackRock, Inc. 7.6% · Needham Investment Management LLC 5.1%

Institutional ownership

88.0%

+2.2 pts vs last qtr

Institutional holders

149

+5 vs last qtr

Net shares bought

+624.8K

by institutions in Q2 2026

New / sold out

22 / 17

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Acadian Asset Management LLC +395.4K
American Century Companies Inc +225.2K

Biggest sellers in Q2 2026

Westerly Capital Management, LLC −369.1K
Millennium Management LLC −340.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.47M

7 notices from 4 people

Shares covered

189.5K

0.67% of the company

Arranged in advance

65%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Cavanah Kevin S Officer 10b5-1 $1.6M
Hewitt John R Officer $438K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

+6.6%

+0.72% a year

Each share's claim on the business

−6.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$22.2M vs $84.5M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years37% 3–5 years27% 1–3 years23% Under 1 year13%

Quarterly turnover

13.0%

of institutional shares changed hands

Top 10 managers, median time held

4.3 years

Super Investors

Investment managers reporting MTRX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	2.1M	7.56%	+125.2K (+6.2%)	≤2021	0.0%
Shares held by quarter Peak holding3.7M (Q4'25) Change over 8 quarters−1.5M Share of the company7.560% BlackRock, Inc.'s full portfolio →
NI Needham Investment Management LLC	1.4M	5.07%	Unchanged	2022	0.6%
Shares held by quarter Peak holding1.4M (Q3'25) Change over 8 quarters+15.0K Share of the company5.070% Needham Investment Management LLC's full portfolio →

BlackRock, Inc.

2.1M

% of company

7.56%

Change vs last qtr

+125.2K (+6.2%)

Held since

≤2021

Needham Investment Management LLC

1.4M

% of company

5.07%

Change vs last qtr

Unchanged

Held since

2022

28 more super investors behind a free account

See every manager holding Matrix Service Co, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MTRX on Form N-PORT; together they hold 32.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
NA Needham Aggressive Growth Fund Needham Funds Inc	$19.7M	1.4M	5.07%	0.75%	June 30, 2026
AU Avantis U.S. Small Cap Value ETF American Century ETF Trust	$12.3M	937.5K	3.31%	0.05%	May 31, 2026

Needham Aggressive Growth Fund

Needham Funds Inc

Position value

$19.7M

% of company

5.07%

% of the fund

0.75%

As of

June 30, 2026

Avantis U.S. Small Cap Value ETF

American Century ETF Trust

Position value

$12.3M

% of company

3.31%

% of the fund

0.05%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Matrix Service Co and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HJ Hewitt John R Insider	581.8K	2.06%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.060% Hewitt John R's insider activity →
DN Downs Nancy E Insider	152.6K	0.54%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.540% Downs Nancy E's insider activity →

Hewitt John R

Insider

581.8K

% of company

2.06%

Change vs last qtr

—

Held since

—

Downs Nancy E

Insider

152.6K

% of company

0.54%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of Matrix Service Co.

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