Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MTRX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.0M | $23.1M | -45.4% | 7.161% | 0.00% |
| 2 | NEEDHAM INVESTMENT MANAGEMENT LLC | 1.4M | $16.5M | 0.0% | 5.102% | 0.84% |
| 3 | GENDELL JEFFREY L | 1.2M | $14.1M | +16.4% | 4.378% | 0.19% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $13.7M | — | 4.255% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 982K | $11.3M | +11.1% | 3.490% | 0.01% |
| 6 | WESTERLY CAPITAL MANAGEMENT, LLC | 965K | $11.1M | -2.3% | 3.431% | 3.41% |
| 7 | Harvey Partners, LLC | 905K | $10.4M | +6.1% | 3.217% | 0.84% |
| 8 | First Eagle Investment Management, LLC | 851K | $9.8M | +32.9% | 3.025% | 0.01% |
| 9 | Azarias Capital Management, L.P. | 817K | $9.4M | +11.8% | 2.905% | 4.20% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 685K | $7.9M | +2.6% | 2.437% | 0.00% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 664K | $7.6M | -0.7% | 2.360% | 0.00% |
| 12 | TWO SIGMA INVESTMENTS, LP | 638K | $7.3M | +217.7% | 2.267% | 0.01% |
| 13 | STATE STREET CORP | 545K | $6.3M | +2.3% | 1.939% | 0.00% |
| 14 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | 523K | $6.0M | -14.7% | 1.859% | 1.35% |
| 15 | AQR CAPITAL MANAGEMENT LLC | 499K | $5.7M | +36.6% | 1.774% | 0.00% |
| 16 | CITADEL ADVISORS LLC | 483K | $5.5M | +93.2% | 1.717% | 0.00% |
| 17 | MILLENNIUM MANAGEMENT LLC | 476K | $5.5M | -2.1% | 1.694% | 0.00% |
| 18 | Bank of New York Mellon Corp | 467K | $5.4M | -5.4% | 1.660% | 0.00% |
| 19 | CenterBook Partners LP | 431K | $5.0M | -32.0% | 1.534% | 0.27% |
| 20 | Connor, Clark & Lunn Investment Management Ltd. | 363K | $4.2M | -6.1% | 1.291% | 0.01% |
| 21 | Russell Investments Group, Ltd. | 357K | $4.1M | -9.0% | 1.268% | 0.00% |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | 351K | $4.0M | +7.6% | 1.248% | 0.02% |
| 23 | MARSHALL WACE, LLP | 313K | $3.6M | +895.5% | 1.114% | 0.00% |
| 24 | JANE STREET GROUP, LLC | 313K | $3.6M | +161.8% | 1.113% | 0.03% |
| 25 | Congruence Capital, LLC | 304K | $3.5M | +226.3% | 1.081% | 1.17% |
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 MTRX — a direct measure of their conviction.
Filings activity in MTRX during Q1 2026, grouped by how each filer changed its position.
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 | 140 | 1.4% | 68.39% | 3.89 pp | $264M | 5.4% |
| Q4 2025 | 142 | +2.2% | 72.28% | 6.91 pp | $279M | 8.7% |
| Q3 2025 | 139 | +10% | 79.19% | 2.99 pp | $305M | 3.6% |
| Q2 2025 | 126 | +2.4% | 82.18% | +7.37 pp | $317M | +9.9% |
| Q1 2025 | 123 | +0.8% | 74.81% | +9.38 pp | $288M | +14% |
| Q4 2024 | 122 | +4.3% | 65.43% | +0.65 pp | $252M | +1.0% |
| Q3 2024 | 117 | +5.4% | 64.78% | +12.81 pp | $250M | +25% |
| Q2 2024 | 111 | — | 51.97% | — | $200M | — |
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 MTRX stock.
Based on Q1 2026 13F filings, institutional ownership of Matrix Service Company stands at 68.4%, held across 140 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MTRX, with approximately 2,014,217 shares worth $0.02B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of MTRX, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for MTRX is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
20 institutions opened new positions in MTRX during Q1 2026, while 22 fully exited. 58 added to existing positions and 60 trimmed.
MTRX institutional ownership fell by 3.89 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 48.2% of all reported 13F value in MTRX, and the top 25 account for 77.5%.
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.
Matrix Service Company (MTRX) Institutional Ownership