MTRX Institutional Ownership & Shareholders
MATRIX SERVICE CO (MTRX) is currently held by 146 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $331.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of MTRX tracked by InsiderSet, reporting ownership valued at approximately $29.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.03M, representing an estimated loss of -31.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed MTRX value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Needham Investment Management Llc, American Century Companies Inc, and several other long-term asset managers with concentrated positions in MATRIX SERVICE CO (MTRX).
This page ranks the largest institutional MTRX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
146
Total Reported Value
$331.79M
Largest Holder
Blackrock, Inc.
Largest Position
$29.31M
Insider Transactions (90d)
36
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 2,139,456 | $29,310,548 | $20,025,308 | -$9,285,240 | -31.68% | |
| Needham Investment Management Llc | 0.59% | 1,435,000 | $19,659,500 | $13,431,600 | -$6,227,900 | -31.68% | |
| American Century Companies Inc | 0.01% | 1,206,822 | $16,533,462 | $11,295,854 | -$5,237,608 | -31.68% | |
| Gendell Jeffrey L | 0.15% | 1,192,529 | $16,337,647 | $11,162,071 | -$5,175,576 | -31.68% | |
| Vanguard Capital Management Llc | 0.00% | 1,188,393 | $16,280,984 | $11,123,358 | -$5,157,626 | -31.68% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.02% | 990,217 | $13,565,973 | $9,268,431 | -$4,297,542 | -31.68% |
| Acadian Asset Management Llc | 0.01% | 871,501 | $11,929,000 | $8,157,249 | -$3,771,751 | -31.62% | |
| Harvey Partners, Llc | 0.77% | 815,023 | $11,165,815 | $7,628,615 | -$3,537,200 | -31.68% | |
| Two Sigma Investments, Lp | 0.01% | 748,118 | $10,249,217 | $7,002,384 | -$3,246,833 | -31.68% | |
| Geode Capital Management, Llc | 0.00% | 721,322 | $9,885,182 | $6,751,574 | -$3,133,608 | -31.70% | |
| Dimensional Fund Advisors Lp | 0.00% | 665,266 | $9,114,226 | $6,226,890 | -$2,887,336 | -31.68% | |
| Westerly Capital Management, Llc | 1.51% | 595,930 | $8,164,241 | $5,577,905 | -$2,586,336 | -31.68% | |
| Aqr Capital Management Llc | 0.00% | 594,197 | $8,140,501 | $5,561,684 | -$2,578,817 | -31.68% | |
| State Street Corp | 0.00% | 581,006 | $7,959,782 | $5,438,216 | -$2,521,566 | -31.68% | |
| First Wilshire Securities Management Inc | 1.46% | 517,121 | $7,084,558 | $4,840,253 | -$2,244,305 | -31.68% | |
| Jpmorgan Chase & Co | 0.00% | 460,466 | $6,312,989 | $4,309,962 | -$2,003,027 | -31.73% | |
| Bank Of New York Mellon Corp | 0.00% | 457,365 | $6,265,895 | $4,280,936 | -$1,984,959 | -31.68% | |
| Morgan Stanley | 0.00% | 437,019 | $5,987,165 | $4,090,498 | -$1,896,667 | -31.68% | |
| Citadel Advisors Llc | 0.00% | 426,023 | $5,836,515 | $3,987,575 | -$1,848,940 | -31.68% | |
| Jacobs Levy Equity Management, Inc | 0.02% | 325,825 | $4,463,802 | $3,049,722 | -$1,414,080 | -31.68% | |
| Goldman Sachs Group Inc | 0.00% | 315,376 | $4,320,651 | $2,951,919 | -$1,368,732 | -31.68% | |
| Panagora Asset Management Inc | 0.01% | 299,431 | $4,102,205 | $2,802,674 | -$1,299,531 | -31.68% | |
| Azarias Capital Management, L.P. | 2.42% | 425,763 | $4,074,552 | $3,985,142 | -$89,410 | -2.19% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | 295,422 | $4,047,281 | $2,765,150 | -$1,282,131 | -31.68% | |
| D. E. Shaw & Co., Inc. | 0.00% | 287,612 | $3,940,284 | $2,692,048 | -$1,248,236 | -31.68% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 282,559 | $3,871,058 | $2,644,752 | -$1,226,306 | -31.68% |
| Bnp Paribas Financial Markets | 0.00% | 279,195 | $3,824,972 | $2,613,265 | -$1,211,707 | -31.68% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 283,513 | $3,784,899 | $2,653,682 | -$1,131,217 | -29.89% | |
| Russell Investments Group, Ltd. | 0.00% | 266,486 | $3,650,865 | $2,494,309 | -$1,156,556 | -31.68% | |
| De Lisle Partners Llp | 0.39% | 258,790 | $3,544,129 | $2,422,274 | -$1,121,855 | -31.65% | |
| Northern Trust Corp | 0.00% | 254,670 | $3,488,979 | $2,383,711 | -$1,105,268 | -31.68% | |
| Algert Global Llc | 0.04% | 244,585 | $3,350,814 | $2,289,316 | -$1,061,498 | -31.68% | |
| Vanguard Portfolio Management Llc | 0.00% | 235,777 | $3,230,145 | $2,206,873 | -$1,023,272 | -31.68% | |
| Qube Research & Technologies Ltd | 0.00% | 225,869 | $3,094,405 | $2,114,134 | -$980,271 | -31.68% | |
| Marshall Wace, Llp | 0.00% | 223,310 | $3,059,348 | $2,090,182 | -$969,166 | -31.68% | |
| Man Group Plc | 0.00% | 194,010 | $2,657,937 | $1,815,934 | -$842,003 | -31.68% | |
| Vanguard Fiduciary Trust Co | 0.00% | 189,639 | $2,598,054 | $1,775,021 | -$823,033 | -31.68% | |
| Gsa Capital Partners Llp | 0.16% | 182,277 | $2,497,000 | $1,706,113 | -$790,887 | -31.67% | |
| Centerbook Partners Lp | 0.10% | 154,058 | $2,110,595 | $1,441,983 | -$668,612 | -31.68% | |
| Millennium Management Llc | 0.00% | 135,823 | $1,860,775 | $1,271,303 | -$589,472 | -31.68% | |
| Norges Bank | 0.00% | 126,500 | $1,733,050 | $1,184,040 | -$549,010 | -31.68% | |
| Trexquant Investment Lp | 0.01% | 122,418 | $1,677,127 | $1,145,832 | -$531,295 | -31.68% | |
| Royal Bank Of Canada | 0.00% | 118,126 | $1,619,000 | $1,105,659 | -$513,341 | -31.71% | |
| Y-Intercept (Hong Kong) Ltd | 0.03% | 161,766 | $1,548,101 | $1,514,130 | -$33,971 | -2.19% | |
| Jane Street Group, Llc | 0.00% | 106,381 | $1,457,420 | $995,726 | -$461,694 | -31.68% | |
| Alliancebernstein L.P. | 0.00% | 116,280 | $1,334,894 | $1,088,381 | -$246,513 | -18.47% | |
| Cary Street Partners Financial Llc | 0.03% | 96,510 | $1,322,187 | $903,334 | -$418,853 | -31.68% | |
| Walleye Capital Llc | 0.01% | 96,242 | $1,318,515 | $900,825 | -$417,690 | -31.68% | |
| Charles Schwab Investment Management Inc | 0.00% | 87,394 | $1,197,298 | $818,008 | -$379,290 | -31.68% | |
| Prescott Group Capital Management, L.L.C. | 0.10% | 114,392 | $1,094,731 | $1,070,709 | -$24,022 | -2.19% |
Frequently asked questions about MTRX
Who are the largest institutional holders of MTRX?
The largest institutional holders of MTRX reported in the latest SEC Form 13F filings include Blackrock, Inc., Needham Investment Management Llc, American Century Companies Inc, Gendell Jeffrey L, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported MTRX position.
What is MTRX institutional ownership?
This page tracks MTRX positions reported by institutional investment managers through SEC Form 13F. MATRIX SERVICE CO (MTRX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MTRX?
InsiderSet currently tracks 146 institutional managers reporting MTRX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MTRX shareholders.
How much MTRX stock do institutions own?
Institutional investment managers disclosed approximately $331.79M in MTRX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MTRX institutional ownership last updated?
The latest MTRX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MTRX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MTRX position after the reporting date.
Are institutions buying or selling MTRX?
Institutional buying and selling can be analyzed by comparing MTRX positions across consecutive 13F reporting periods. InsiderSet's MTRX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MTRX ownership changes.
How has MTRX institutional ownership changed over time?
InsiderSet tracks MTRX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.