Matrix Service Company (MTRX) Ownership
MTRX ownership summary
as of October 18, 2026- Institutions
- 88.6% of shares outstanding
- Insiders
- 4.04% of shares outstanding
- Shares outstanding
- 28.3M
- Float
- 27.0M shares available to trade
- Short interest
- 4.13% 1.1M shares short
- Days to cover
- 2.32 short interest down 0.4% vs prior month
- Institutions 88.63%
- Insiders 4.04%
- Other investors 7.33%
MTRX top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 7.56% | 2.1M | $21.4M | +125,239 (+6.2%) | June 30, 2026 |
| 2 | Arnhold & S. Bleichroeder Advisers, LLC | 7.00% | 2.0M | $19.8M | +1.1M (+132.8%) | June 30, 2026 |
| 3 | Needham Investment Management, LLC | 5.07% | 1.4M | $14.4M | — | June 30, 2026 |
| 4 | American Century Companies Inc | 4.27% | 1.2M | $12.1M | +225,183 (+22.9%) | June 30, 2026 |
| 5 | Gendell Jeffrey L | 4.22% | 1.2M | $11.9M | −38,778 (−3.1%) | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 4.20% | 1.2M | $11.9M | −8,394 (−0.7%) | June 30, 2026 |
| 7 | Acadian Asset Management LLC | 3.08% | 872K | $8.7M | +395,412 (+83.1%) | June 30, 2026 |
| 8 | Harvey Partners LLC | 2.88% | 815K | $8.2M | −89,977 (−9.9%) | June 30, 2026 |
| 9 | Two Sigma Investments LLC | 2.64% | 748K | $7.5M | +110,427 (+17.3%) | June 30, 2026 |
| 10 | Geode Capital Management, LLC | 2.55% | 721K | $7.2M | +35,949 (+5.2%) | June 30, 2026 |
| 11 | Azarias Capital Management, L.P. | 2.38% | 674K | $6.8M | −143,329 (−17.5%) | June 30, 2026 |
| 12 | Dimensional Fund Advisors, Inc. | 2.35% | 665K | $6.7M | +1,327 (+0.2%) | June 30, 2026 |
| 13 | Westerly Capital Management LLC | 2.11% | 596K | $6.0M | −369,070 (−38.2%) | June 30, 2026 |
| 14 | AQR Capital Management LLC | 2.10% | 594K | $6.0M | +95,256 (+19.1%) | June 30, 2026 |
| 15 | State Street Corp | 2.05% | 581K | $5.8M | +35,521 (+6.5%) | June 30, 2026 |
| 16 | First Wilshire Securities Mgmt Inc (CA) | 1.83% | 517K | $5.2M | −5,717 (−1.1%) | June 30, 2026 |
| 17 | JPMorgan Chase & Co | 1.63% | 460K | $4.6M | +185,159 (+67.3%) | June 30, 2026 |
| 18 | Bank of New York Mellon Corp | 1.62% | 457K | $4.6M | −9,532 (−2.0%) | June 30, 2026 |
| 19 | Morgan Stanley - Brokerage Accounts | 1.54% | 437K | $4.4M | +134,321 (+44.4%) | June 30, 2026 |
| 20 | Citadel Advisors Llc | 1.51% | 426K | $4.3M | −46,024 (−9.7%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 2.5M shares and 8 cut 711K.
MTRX top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Needham Aggressive Growth Retail | 5.07% | 1.4M | $14.4M | — | June 30, 2026 |
| 2 | Avantis US Small Cap Value ETF | 4.43% | 1.3M | $12.6M | — | September 30, 2026 |
| 3 | First Eagle Small Cap Opportunity I | 3.12% | 882K | $8.8M | −1,743 (−0.2%) | August 31, 2026 |
| 4 | Vanguard MStar Total Stk Mkt Idx Invest | 2.97% | 840K | $8.4M | — | August 31, 2026 |
| 5 | iShares Russell 2000 ETF | 2.42% | 684K | $6.9M | −7,872 (−1.1%) | September 30, 2026 |
| 6 | Fidelity Small Cap Index | 1.05% | 296K | $3.0M | +844 (+0.3%) | July 31, 2026 |
| 7 | VT De Lisle America B USD | 0.91% | 259K | $2.6M | — | September 30, 2026 |
| 8 | iShares Russell 2000 Value ETF | 0.66% | 187K | $1.9M | +284 (+0.2%) | September 30, 2026 |
| 9 | Vanguard Russell 2000 ETF | 0.56% | 157K | $1.6M | +4,044 (+2.6%) | August 31, 2026 |
| 10 | Fidelity Extended Market Index | 0.50% | 142K | $1.4M | −762 (−0.5%) | August 31, 2026 |
| 11 | BNY Mellon VIF Small Cap Port Initl | 0.44% | 124K | $1.2M | — | August 31, 2026 |
| 12 | DFA US Small Cap I | 0.42% | 120K | $1.2M | — | August 31, 2026 |
| 13 | BNY Mellon Sm Cp Val I | 0.37% | 105K | $1.1M | — | August 31, 2026 |
| 14 | AB Small Cap Core Z | 0.36% | 102K | $1.0M | — | August 31, 2026 |
| 15 | DFA US Micro Cap I | 0.35% | 98K | $982,361 | — | August 31, 2026 |
| 16 | Allspring Small Company Val | 0.34% | 96K | $964,846 | −91,284 (−48.7%) | August 31, 2026 |
| 17 | Russell Inv US Small Cap Equity Y | 0.33% | 93K | $931,559 | — | August 31, 2026 |
| 18 | BNY Mellon Opportunistic Small Cap Inv | 0.33% | 93K | $929,465 | — | January 31, 2026 |
| 19 | Dimensional US Small Cap ETF | 0.33% | 92K | $926,730 | — | September 30, 2026 |
| 20 | North Square Dynamic Small Cap I | 0.32% | 91K | $911,239 | −12,440 (−12.0%) | June 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
MTRX insider transactions
latest 5| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-18 | Nancy E Austin | Sell | $11.29 | 4,193 | $47,339 |
| 2025-11-25 | Shawn P Payne | Sell | $11.42 | 5,231 | $59,738 |
| 2025-11-20 | Shawn P Payne | Sell | $11.42 | 3,019 | $34,477 |
| 2025-11-11 | Shawn P Payne | Sell | $12.58 | 8,250 | $103,785 |
| 2025-09-16 | John D Chandler | Buy | $12.74 | 2,300 | $29,302 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
MTRX shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns MTRX
Institutional investors own 88.6% of Matrix Service's shares and insiders 4.04%. The largest holder is BlackRock Inc with 7.56% of the shares (2.1M), as of June 30, 2026. Among the top 20 institutions, 11 added shares and 8 reduced their stake in the latest filings. Short interest is 4.13% of the float, or 2.32 days of average trading volume. The share count rose 3.9% since 2014.
Related: MTRX analyst forecast, MTRX key metrics. See the MTRX stock overview for the latest quote and news.
MTRX ownership FAQ
Who owns the most Matrix Service stock?
The largest shareholders of Matrix Service are BlackRock Inc (7.56%), Arnhold & S. Bleichroeder Advisers, LLC (7.00%), Needham Investment Management, LLC (5.07%), American Century Companies Inc (4.27%), Gendell Jeffrey L (4.22%).
What percentage of Matrix Service is owned by institutions?
Institutions hold 88.6% of Matrix Service's shares outstanding; insiders hold 4.04%.
Which funds own Matrix Service?
The largest fund holders of Matrix Service are Needham Aggressive Growth Retail (5.07%), Avantis US Small Cap Value ETF (4.43%), First Eagle Small Cap Opportunity I (3.12%), Vanguard MStar Total Stk Mkt Idx Invest (2.97%), iShares Russell 2000 ETF (2.42%).
What is Matrix Service's short interest?
1.1M shares of Matrix Service were sold short, 4.13% of the float; at the average daily volume it would take 2.32 days to cover.
Are insiders buying or selling Matrix Service?
Of the latest 5 reported insider transactions in Matrix Service (since September 16, 2025), 1 were purchases and 4 were sales.
How many shares of Matrix Service are outstanding?
Matrix Service has 28.3M shares outstanding, of which 27.0M are in the public float.