What percentage of MATW is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of Matthews International Corporation stands at 91.0%, held across 167 reporting institutions.

Who is the largest institutional holder of MATW?

BlackRock, Inc. is the largest reported institutional holder of MATW, with approximately 4,454,313 shares worth $0.12B as of Q1 2026.

Is MATW a hedge fund favorite?

No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of MATW.

What is MATW's Smart Money Score?

Our composite Smart Money Score for MATW is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought MATW this quarter?

20 institutions opened new positions in MATW during Q1 2026, while 26 fully exited. 53 added to existing positions and 88 trimmed.

How is institutional ownership of MATW changing?

MATW institutional ownership rose by 5.35 percentage points quarter-over-quarter, with a net change of -6 holders.

How concentrated is MATW ownership among the top holders?

The top 10 institutions account for 59.1% of all reported 13F value in MATW, and the top 25 account for 86.0%.

Where does this MATW institutional ownership data come from?

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 Q1 2026 | Top 13F Holders

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Matthews International Corporation (MATW) Institutional Ownership Q1 2026 | Top 13F Holders | VCP Scanner

Top Institutional Holders of MATW

Ranked by reported Q1 2026 13F market value

Top 10 Holders

59.1%

Top 25 Holders

86.0%

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.	4.5M	$115.0M	+1.1%	14.311%	0.00%
2	VANGUARD PORTFOLIO MANAGEMENT LLC	1.8M	$46.3M	—	5.757%	0.00%
3	AMERIPRISE FINANCIAL INC	1.8M	$45.8M	+8.9%	5.704%	0.01%
4	DIMENSIONAL FUND ADVISORS LP	1.6M	$41.7M	+5.5%	5.186%	0.01%
5	GAMCO INVESTORS, INC. ET AL	1.5M	$39.7M	-1.1%	4.938%	0.39%
6	Phoenix Holdings Ltd.	1.5M	$37.8M	+10114.5%	4.707%	0.36%
7	VANGUARD CAPITAL MANAGEMENT LLC	1.3M	$33.4M	—	4.160%	0.00%
8	STATE STREET CORP	1.2M	$31.6M	+0.3%	3.937%	0.00%
9	Private Capital Management, LLC	1.1M	$29.6M	+12.4%	3.678%	2.95%
10	Allspring Global Investments Holdings, LLC	1.1M	$27.8M	+2.4%	3.537%	0.05%
11	BARINGTON CAPITAL GROUP, L.P.	924K	$23.9M	-7.6%	2.969%	19.38%
12	STEEL PARTNERS HOLDINGS L.P.	769K	$19.9M	0.0%	2.470%	20.59%
13	GEODE CAPITAL MANAGEMENT, LLC	767K	$19.8M	+3.5%	2.463%	0.00%
14	PEAK6 LLC	712K	$18.4M	+583.9%	2.288%	8.84%
15	Simcoe Capital Management, LLC	706K	$18.2M	+110.6%	2.269%	3.17%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	590K	$15.2M	-5.5%	1.897%	0.00%
17	PALISADE CAPITAL MANAGEMENT LLC/NJ	521K	$13.4M	-4.0%	1.673%	0.45%
18	Aristotle Capital Boston, LLC	520K	$13.4M	-12.9%	1.670%	0.83%
19	MORGAN STANLEY	413K	$10.7M	-22.5%	1.328%	0.00%
20	Quinn Opportunity Partners LLC	397K	$10.2M	-1.4%	1.275%	0.54%
21	Focus Partners Wealth	393K	$10.2M	+95.9%	1.263%	0.01%
22	Bank of New York Mellon Corp	367K	$9.5M	-1.3%	1.178%	0.00%
23	NORTHERN TRUST CORP	308K	$8.0M	+2.8%	0.990%	0.00%
24	Invesco Ltd.	298K	$7.7M	-3.3%	0.957%	0.00%
25	ProShare Advisors LLC	246K	$6.4M	-0.4%	0.791%	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.

MATW Institutional Ownership by Quarter

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
Q1 2026	167	3.5%	91.04%	+5.35 pp	$760M	+6.2%
Q4 2025	173	+9.5%	85.69%	+9.52 pp	$715M	+12%
Q3 2025	158	2.5%	76.17%	6.22 pp	$636M	7.5%
Q2 2025	162	+0.6%	82.39%	+19.33 pp	$688M	+31%
Q1 2025	161	5.8%	63.06%	18.00 pp	$526M	22%
Q4 2024	171	+8.2%	81.06%	+13.92 pp	$677M	+21%
Q3 2024	158	5.4%	67.14%	6.27 pp	$560M	8.5%
Q2 2024	167	—	73.41%	—	$613M	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

Matthews International Corporation (MATW) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of MATW

Quarterly Institutional Activity

New Buyers

Exited Positions

MATW Institutional Ownership by Quarter

MATW — Frequently Asked Questions