Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in MATW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.6M | $123.5M | +3.0% | 14.705% | 0.00% |
| 2 | OAKTREE CAPITAL MANAGEMENT LP | 1.9M | $51.8M | — | 6.173% | 0.72% |
| 3 | AMERIPRISE FINANCIAL INC | 1.9M | $51.8M | +8.3% | 6.165% | 0.01% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $46.8M | +7.6% | 5.568% | 0.01% |
| 5 | GAMCO INVESTORS, INC. ET AL | 1.5M | $40.7M | -1.7% | 4.844% | 0.37% |
| 6 | Phoenix Financial Ltd. | 1.5M | $39.4M | 0.0% | 4.696% | 0.27% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $35.8M | +2.6% | 4.259% | 0.00% |
| 8 | STATE STREET CORP | 1.3M | $34.3M | +4.0% | 4.085% | 0.00% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.2M | $33.6M | -30.3% | 4.000% | 0.00% |
| 10 | Private Capital Management, LLC | 1.2M | $32.4M | +5.0% | 3.852% | 2.85% |
| 11 | Allspring Global Investments Holdings, LLC | 1.1M | $29.3M | -0.3% | 3.518% | 0.04% |
| 12 | BARINGTON COMPANIES MANAGEMENT, LLC | 845K | $22.7M | -8.6% | 2.708% | 16.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 808K | $21.8M | +5.4% | 2.591% | 0.00% |
| 14 | STEEL PARTNERS HOLDINGS L.P. | 769K | $20.7M | 0.0% | 2.464% | 26.54% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 503K | $13.6M | -14.7% | 1.613% | 0.00% |
| 16 | PEAK6 LLC | 445K | $12.0M | -37.6% | 1.425% | 0.02% |
| 17 | Aristotle Capital Boston, LLC | 443K | $11.9M | -14.8% | 1.419% | 0.80% |
| 18 | MORGAN STANLEY | 411K | $11.1M | -0.6% | 1.317% | 0.00% |
| 19 | Quinn Opportunity Partners LLC | 397K | $10.7M | 0.0% | 1.272% | 0.50% |
| 20 | Bank of New York Mellon Corp | 370K | $10.0M | +1.0% | 1.187% | 0.00% |
| 21 | NORTHERN TRUST CORP | 329K | $8.9M | +6.8% | 1.055% | 0.00% |
| 22 | Invesco Ltd. | 322K | $8.7M | +8.0% | 1.031% | 0.00% |
| 23 | NEEDHAM INVESTMENT MANAGEMENT LLC | 300K | $8.1M | +160.9% | 0.962% | 0.24% |
| 24 | ProShare Advisors LLC | 262K | $7.1M | +6.4% | 0.840% | 0.01% |
| 25 | NEW YORK STATE COMMON RETIREMENT FUND | 230K | $6.2M | +1.7% | 0.736% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MATW — a direct measure of their conviction.
Filings activity in MATW during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new MATW position in Q2 2026
Institutions that fully closed their MATW position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 180 | +5.9% | 96.88% | +1.16 pp | $805M | +5.5% |
| Q1 2026 | 170 | 1.7% | 95.72% | +6.56 pp | $763M | +6.7% |
| Q4 2025 | 173 | +8.8% | 89.16% | +3.84 pp | $715M | +12% |
| Q3 2025 | 159 | 1.9% | 85.32% | +2.76 pp | $636M | 7.5% |
| Q2 2025 | 162 | +0.6% | 82.56% | +5.08 pp | $688M | +31% |
| Q1 2025 | 161 | 5.8% | 77.48% | 3.14 pp | $526M | 22% |
| Q4 2024 | 171 | +8.2% | 80.62% | +1.31 pp | $677M | +21% |
| Q3 2024 | 158 | — | 79.31% | — | $560M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MATW stock.
Based on Q2 2026 13F filings, institutional ownership of Matthews International Corporation stands at 96.9%, held across 180 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MATW, with approximately 4,588,160 shares worth $0.12B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of MATW.
Our composite Smart Money Score for MATW is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
21 institutions opened new positions in MATW during Q2 2026, while 13 fully exited. 116 added to existing positions and 35 trimmed.
MATW institutional ownership rose by 1.16 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 60.9% of all reported 13F value in MATW, and the top 25 account for 86.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Matthews International Corporation (MATW) Institutional Ownership