Matthews International Corp
MATW- Exchange
- Nasdaq
- Industry
- Nonferrous Foundries (Castings)
- SEC CIK
- 0000063296
In the last 90 days, Matthews International Corp insiders filed 5 open-market purchases and 0 sales; 178 institutions reported holding it in 13F filings for Q2 2026, worth $807.7M in total; Oaktree Capital is the only superinvestor holding it.
Holders of 5% or more of MATW
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Matthews International Corp, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 13G/A | 9.68%3.02M shares | +3.51 ppfrom 6.17% | Aug 10, 20262 filings | Oct 20, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 7.80%2.42M shares | −6.40 ppfrom 14.20% | Jul 18, 20252 filings | Oct 5, 2026 | SEC |
| Private Capital Management, LLC | 13G | 5.59%1.74M shares | New | Oct 2, 20261 filing | Oct 2, 2026 | SEC |
| Ameriprise Financial Inc | 13G/A | 5.40%1.66M shares | +0.50 ppfrom 4.90% | Nov 14, 20243 filings | Aug 14, 2025 | SEC |
| Dimensional Fund Advisors LP | 13G | 5.20%1.61M shares | – | Feb 12, 20213 filings | Apr 9, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
33 Schedule 13D and 13G filings on Matthews International Corp, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Oct 30, 202612:39 PM ET | Vanguard Capital Management LLC | 13G/A | 4.89%1.53M shares | −0.11 ppfrom 5.00%Below 5% | Sep 30, 2026 | SEC |
| Oct 20, 20269:27 PM ET | Oaktree Capital Management LPand 2 othersSuperinvestorOaktree Capital | 13G/A | 9.68%3.02M shares | +3.51 ppfrom 6.17% | Oct 20, 2026 | SEC |
| Oct 5, 202611:58 AM ET | BlackRock, Inc. | 13G/A | 7.80%2.42M shares | −6.40 ppfrom 14.20% | Sep 30, 2026 | SEC |
| Oct 2, 202610:03 AM ET | Private Capital Management, LLC | 13G | 5.59%1.74M shares | New | Sep 30, 2026 | SEC |
| Aug 10, 20264:22 PM ET | Oaktree Capital Management LPSuperinvestorOaktree Capital | 13G | 6.17%1.93M shares | New | Jun 30, 2026 | SEC |
| Jul 31, 202611:25 AM ET | Vanguard Portfolio Management LLC | 13G/A | 4.04%1.26M shares | −1.75 ppfrom 5.79%Below 5% | Jun 30, 2026 | SEC |
| Jul 31, 202610:44 AM ET | Vanguard Capital Management LLC | 13G | 5.00%1.56M shares | New | Jun 30, 2026 | SEC |
| Apr 29, 20262:21 PM ET | Vanguard Portfolio Management LLC | 13G | 5.79%1.80M shares | New | Mar 31, 2026 | SEC |
| Apr 9, 20261:42 PM ET | Dimensional Fund Advisors LP | 13G | 5.20%1.61M shares | – | Mar 31, 2026 | SEC |
| Mar 27, 202610:31 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −10.47 ppfrom 10.47%Below 5% | Mar 13, 2026 | SEC |
| Aug 14, 202511:06 AM ET | Ameriprise Financial Inc | 13G/A | 5.40%1.66M shares | +0.50 ppfrom 4.90% | Jun 30, 2025 | SEC |
| Jul 18, 20258:32 PM ET | BlackRock, Inc. | 13G/A | 14.20%4.40M shares | – | Jun 30, 2025 | SEC |
| Jun 13, 20254:08 PM ET | Gamco Investors, Inc. Et Aland 8 others | 13D | 4.40%1.38M shares | NewBelow 5% | Jun 6, 2025 | SEC |
| May 15, 202511:05 AM ET | Ameriprise Financial Incand 7 others | 13G/A | 4.90%1.53M shares | –Below 5% | Mar 31, 2025 | SEC |
| Apr 30, 202511:12 AM ET | Vanguard Group Inc | 13G/A | 10.47%3.24M shares | – | Mar 31, 2025 | SEC |
| Nov 14, 2024 | Ameriprise Financial Inc | 13GOld format | – | New | – | SEC |
| Apr 9, 2024 | Phoenix Holdings Ltd. | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2024 | Phoenix Holdings Ltd. | 13G/AOld format | – | – | – | SEC |
| Jan 22, 20243:52 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | Phoenix Holdings Ltd. | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 26, 20238:52 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 20, 20235:17 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 8, 2022 | Dimensional Fund Advisors LP | 13G/AOld format | – | – | – | SEC |
| Feb 1, 2022 | Phoenix Holdings Ltd. | 13GOld format | – | New | – | SEC |
| Jan 26, 20228:18 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 25, 202211:15 AM ET | BlackRock Inc. | 13GOld format | – | – | – | SEC |
| Feb 12, 2021 | Dimensional Fund Advisors LP | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 2, 2021 | Franklin Resources Inc | 13G/AOld format | – | – | – | SEC |
| Jan 25, 20214:49 PM ET | BlackRock Inc. | 13GOld format | – | New | – | SEC |
Form 144: proposed insider sales
1 notice from officers, directors and other affiliates planning to sell Matthews International Corp shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Aug 1, 20233:03 PM ET | David Schawk, as trustee for the Sarah 2006 TrustDirector | 17.8K | $800.0K | Aug 1, 2023 | UBS Financial Services Inc | SEC |