Skip to main content

Matthews International Corp

MATW
Exchange
Nasdaq
Industry
Nonferrous Foundries (Castings)
SEC CIK
0000063296

In the last 90 days, Matthews International Corp insiders filed 7 open-market purchases and 0 sales; 178 institutions reported holding it in 13F filings for Q2 2026, worth $808.0M in total; Oaktree Capital is the only superinvestor holding it.

13F holders, Q1 2022

Institutional positions in Matthews International Corp as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
173
+5 vs. Q4 2021
Shares held
25.3M
−202.0K (−0.8%) vs. Q4 2021
Total value
$819.6M
−$116.5M (−12.4%) vs. Q4 2021
New holders
28
56 more added
Sold out
23
58 more reduced

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MATW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2022: 173 institutions
Q1 2021: 159 institutionsQ2 2021: 163 institutionsQ3 2021: 156 institutionsQ4 2021: 168 institutionsQ1 2022: 173 institutionsQ2 2022: 161 institutionsQ3 2022: 145 institutionsQ4 2022: 153 institutionsQ1 2023: 152 institutionsQ2 2023: 167 institutionsQ3 2023: 172 institutionsQ4 2023: 179 institutionsQ1 2024: 165 institutionsQ2 2024: 168 institutionsQ3 2024: 159 institutionsQ4 2024: 170 institutionsQ1 2025: 161 institutionsQ2 2025: 162 institutionsQ3 2025: 161 institutionsQ4 2025: 176 institutionsQ1 2026: 169 institutionsQ2 2026: 178 institutions
Value heldQ1 2022: $819.6M
Q1 2021: $990.6MQ2 2021: $925.7MQ3 2021: $888.5MQ4 2021: $936.1MQ1 2022: $819.6MQ2 2022: $716.6MQ3 2022: $557.0MQ4 2022: $754.6MQ1 2023: $902.8MQ2 2023: $1.00BQ3 2023: $1.05BQ4 2023: $961.8MQ1 2024: $815.1MQ2 2024: $630.0MQ3 2024: $576.4MQ4 2024: $693.7MQ1 2025: $538.4MQ2 2025: $617.0MQ3 2025: $644.6MQ4 2025: $726.7MQ1 2026: $763.2MQ2 2026: $808.0M
Institutions holding MATW and their total value by quarter
QuarterHoldersValue
Q2 2026178$808.0M
Q1 2026169$763.2M
Q4 2025176$726.7M
Q3 2025161$644.6M
Q2 2025162$617.0M
Q1 2025161$538.4M
Q4 2024170$693.7M
Q3 2024159$576.4M
Q2 2024168$630.0M
Q1 2024165$815.1M
Q4 2023179$961.8M
Q3 2023172$1.05B
Q2 2023167$1.00B
Q1 2023152$902.8M
Q4 2022153$754.6M
Q3 2022145$557.0M
Q2 2022161$716.6M
Q1 2022173$819.6M
Q4 2021168$936.1M
Q3 2021156$888.5M
Q2 2021163$925.7M
Q1 2021159$990.6M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Matthews International Corp; share changes are against Q4 2021.

Institutions holding MATW in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,406,300$174.9M0.00%+14,222+0.3%Added
Vanguard Group Inc3,491,378$113.0M0.00%+74,954+2.2%Added
Phoenix Holdings Ltd.1,840,204$59.6M1.04%+239,744+15.0%Added
Dimensional Fund Advisors LP1,418,211$45.9M0.01%−7,419−0.5%Reduced
Gamco Investors, Inc. Et Al1,152,150$37.3M0.34%+60,100+5.5%Added
State Street Corp1,125,043$36.4M0.00%+37,960+3.5%Added
Aristotle Capital Boston, LLC1,107,478$35.8M0.90%−24,692−2.2%Reduced
Ameriprise Financial Inc978,653$31.7M0.01%+74,666+8.3%Added
Geode Capital Management, LLC572,564$18.5M0.00%+17,430+3.1%Added
Palisade Capital Management LLC520,133$16.8M0.39%+10,834+2.1%Added
Bank of New York Mellon Corp424,842$13.7M0.00%−2,899−0.7%Reduced
Charles Schwab Investment Management Inc423,239$13.7M0.00%+6,655+1.6%Added
Allspring Global Investments Holdings, LLC401,917$13.0M0.02%−32,620−7.5%Reduced
Northern Trust Corp365,032$11.8M0.00%−11,556−3.1%Reduced
ProShare Advisors LLC308,654$9.99M0.02%+39,293+14.6%Added
Invesco Ltd.290,387$9.40M0.00%+38,707+15.4%Added
Norges Bank281,703$9.12M0.00%−31,581−10.1%Reduced
LSV Asset Management267,208$8.65M0.02%−61,757−18.8%Reduced
Goldman Sachs Group Inc257,930$8.35M0.00%+2,173+0.8%Added
Principal Financial Group Inc217,186$7.03M0.00%−6,781−3.0%Reduced
Parametric Portfolio Associates LLC209,393$6.78M0.00%+36,990+21.5%Added
Millennium Management LLC197,860$6.40M0.01%+180,268+1,024.7%Added
SEI Investments Co191,550$6.17M0.01%+8,159+4.4%Added
Nuveen Asset Management, LLC151,954$5.15M0.00%+242+0.2%Added
New York State Common Retirement Fund154,352$5.00M0.01%+15,359+11.1%Added
Gabelli Funds LLC127,318$4.12M0.03%+1,018+0.8%Added
Arrowstreet Capital, Limited Partnership124,730$4.04M0.01%−240,938−65.9%Reduced
D. E. Shaw & Co., Inc.123,706$4.00M0.01%−13,135−9.6%Reduced
Morgan Stanley120,557$3.90M0.00%−21,636−15.2%Reduced
Bridgeway Capital Management, LLC114,700$3.71M0.07%−53,500−31.8%Reduced
Prudential Financial Inc99,124$3.21M0.00%−13,630−12.1%Reduced
Jupiter Asset Management Ltd94,800$3.07M0.04%00.0%Unchanged
Seizert Capital Partners, LLC93,168$3.02M0.14%+39,119+72.4%Added
Rhumbline Advisers91,559$2.96M0.00%−450−0.5%Reduced
Kestrel Investment Management Corp91,450$2.96M1.40%−1,900−2.0%Reduced
Eaton Vance Management88,259$2.86M0.00%+272+0.3%Added
Legal & General Group Plc88,091$2.85M0.00%−1,066−1.2%Reduced
Skylands Capital, LLC78,760$2.55M0.31%+5,350+7.3%Added
State of New Jersey Common Pension Fund D77,501$2.51M0.01%00.0%Unchanged
Swiss National Bank74,496$2.41M0.00%+4,700+6.7%Added
Bank of America Corp71,014$2.30M0.00%+24,039+51.2%Added
Renaissance Technologies LLC70,553$2.28M0.00%+7,800+12.4%Added
Price T Rowe Associates Inc67,464$2.18M0.00%+3,629+5.7%Added
Russell Investments Group, Ltd.67,011$2.17M0.00%+67,011New
New York State Teachers Retirement System64,758$2.10M0.00%+100+0.2%Added
JPMorgan Chase & Co62,776$2.03M0.00%−18,202−22.5%Reduced
Public Sector Pension Investment Board58,888$1.91M0.01%−5,500−8.5%Reduced
Citadel Advisors LLC55,708$1.80M0.00%+46,091+479.3%Added
Alliancebernstein L.P.54,392$1.76M0.00%+2,686+5.2%Added
Victory Capital Management Inc55,764$1.66M0.00%−187,534−77.1%Reduced
UBS Asset Management Americas Inc44,836$1.45M0.00%+9,445+26.7%Added
Grantham, Mayo, Van Otterloo & Co. LLC40,360$1.31M0.01%−1,700−4.0%Reduced
California State Teachers Retirement System40,035$1.30M0.00%−3,453−7.9%Reduced
Ceredex Value Advisors LLC39,156$1.27M0.02%+39,156New
State of Tennessee, Treasury Department34,269$1.11M0.00%+11,822+52.7%Added
Wells Fargo & Company33,942$1.10M0.00%−9,072−21.1%Reduced
Schneider Downs Wealth Management Advisors, LP33,768$1.09M0.28%00.0%Unchanged
Rutabaga Capital Management LLC32,653$1.06M0.66%00.0%Unchanged
AQR Capital Management LLC31,470$1.02M0.00%+5,618+21.7%Added
Citigroup Inc30,240$979.0K0.00%+1,976+7.0%Added
NorthCrest Asset Manangement, LLC29,700$961.0K0.05%+500+1.7%Added
Gsa Capital Partners LLP29,145$943.0K0.13%+2,232+8.3%Added
Yousif Capital Management, LLC28,657$927.0K0.01%−155−0.5%Reduced
Great West Life Assurance Co26,566$881.0K0.00%−634−2.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,199$880.0K0.01%+3,306+13.8%Added
Credit Suisse AG26,870$870.0K0.00%−203−0.7%Reduced
Comerica Bank27,021$836.0K0.01%−155−0.6%Reduced
Thrivent Financial for Lutherans25,684$831.0K0.00%−43−0.2%Reduced
Easterly Investment Partners LLC25,469$824.0K0.06%−2,000−7.3%Reduced
Barclays PLC25,363$821.0K0.00%−55,575−68.7%Reduced
Engineers Gate Manager LP24,518$793.0K0.03%+24,518New
Krane Funds Advisors LLC23,449$759.0K0.03%+3,851+19.6%Added
Texas Permanent School Fund22,367$724.0K0.01%−525−2.3%Reduced
Lazard Asset Management LLC22,220$719.0K0.00%+22,220New
Cambridge Investment Research Advisors, Inc.22,080$715.0K0.00%00.0%Unchanged
State of Alaska, Department of Revenue21,947$710.0K0.01%−440−2.0%Reduced
Boston Partners20,643$668.0K0.00%+20,643New
Bailard, Inc.20,400$660.0K0.02%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management19,884$643.0K0.03%+414+2.1%Added
Deutsche Bank AG19,625$635.0K0.00%−1,998−9.2%Reduced
Jacobs Levy Equity Management, Inc18,087$585.0K0.00%−10,504−36.7%Reduced
Susquehanna International Group, LLP17,787$576.0K0.00%−39−0.2%Reduced
American International Group, Inc.17,773$575.0K0.00%−1,094−5.8%Reduced
Royal Bank of Canada17,212$557.0K0.00%−1,776−9.4%Reduced
MetLife Investment Management16,919$547.5K0.00%+5,885+53.3%Added
Jane Street Group, LLC16,752$542.0K0.00%+16,752New
APG Asset Management N.V.18,300$532.0K0.00%+18,300New
Brown Brothers Harriman & Co15,150$490.0K0.00%00.0%Unchanged
Louisiana State Employees Retirement System15,300$473.0K0.01%00.0%Unchanged
Dynamic Technology Lab Private Ltd14,560$471.0K0.06%+14,560New
Atom Investors LP14,458$468.0K0.22%−8,661−37.5%Reduced
State Board of Administration of Florida Retirement System14,202$460.0K0.00%00.0%Unchanged
Amalgamated Bank14,003$453.0K0.00%−838−5.6%Reduced
Trexquant Investment LP14,004$453.0K0.02%+14,004New
Amalgamated Financial Corp.14,003$453.0K0.00%+14,003New
Martingale Asset Management L P13,724$445.0K0.01%+13,724New
The PNC Financial Services Group, Inc.13,279$429.0K0.00%−810−5.7%Reduced
Voya Investment Management LLC13,092$424.0K0.00%−211−1.6%Reduced
Bank of Montreal12,682$420.0K0.00%+154+1.2%Added
Manufacturers Life Insurance Company, The12,977$419.9K0.00%−3,368−20.6%Reduced