Skip to main content

Matrix Service Co

MTRX
Exchange
Nasdaq
Industry
Construction - Special Trade Contractors
SEC CIK
0000866273

No open-market purchases or sales by Matrix Service Co insiders were filed in the last 90 days; 150 institutions reported holding it in 13F filings for Q2 2026, worth $341.1M in total; no superinvestor holds it.

13F holders, Q3 2023

Institutional positions in Matrix Service Co as of Sep 30, 2023. 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
87
+6 vs. Q2 2023
Shares held
20.7M
−73.5K (−0.4%) vs. Q2 2023
Total value
$243.8M
+$121.7M (+99.6%) vs. Q2 2023
New holders
18
29 more added
Sold out
12
28 more reduced

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MTRX 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 holdersQ3 2023: 87 institutions
Q1 2021: 119 institutionsQ2 2021: 105 institutionsQ3 2021: 108 institutionsQ4 2021: 122 institutionsQ1 2022: 117 institutionsQ2 2022: 100 institutionsQ3 2022: 76 institutionsQ4 2022: 86 institutionsQ1 2023: 90 institutionsQ2 2023: 81 institutionsQ3 2023: 87 institutionsQ4 2023: 103 institutionsQ1 2024: 110 institutionsQ2 2024: 112 institutionsQ3 2024: 117 institutionsQ4 2024: 123 institutionsQ1 2025: 122 institutionsQ2 2025: 125 institutionsQ3 2025: 143 institutionsQ4 2025: 144 institutionsQ1 2026: 144 institutionsQ2 2026: 150 institutions
Value heldQ3 2023: $243.8M
Q1 2021: $307.8MQ2 2021: $235.6MQ3 2021: $238.7MQ4 2021: $178.3MQ1 2022: $187.4MQ2 2022: $110.5MQ3 2022: $86.7MQ4 2022: $132.6MQ1 2023: $117.0MQ2 2023: $122.1MQ3 2023: $243.8MQ4 2023: $209.0MQ1 2024: $292.2MQ2 2024: $224.9MQ3 2024: $268.3MQ4 2024: $272.3MQ1 2025: $293.4MQ2 2025: $326.3MQ3 2025: $312.2MQ4 2025: $287.2MQ1 2026: $278.6MQ2 2026: $341.1M
Institutions holding MTRX and their total value by quarter
QuarterHoldersValue
Q2 2026150$341.1M
Q1 2026144$278.6M
Q4 2025144$287.2M
Q3 2025143$312.2M
Q2 2025125$326.3M
Q1 2025122$293.4M
Q4 2024123$272.3M
Q3 2024117$268.3M
Q2 2024112$224.9M
Q1 2024110$292.2M
Q4 2023103$209.0M
Q3 202387$243.8M
Q2 202381$122.1M
Q1 202390$117.0M
Q4 202286$132.6M
Q3 202276$86.7M
Q2 2022100$110.5M
Q1 2022117$187.4M
Q4 2021122$178.3M
Q3 2021108$238.7M
Q2 2021105$235.6M
Q1 2021119$307.8M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Matrix Service Co; share changes are against Q2 2023.

Institutions holding MTRX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
NBC Securities, Inc.46$00.00%+46New
Greenhaven Road Investment Management, L.P.17,687$2090.01%+787+4.7%Added
GWM Advisors LLC83$9790.00%+83New
JPMorgan Chase & Co249$2.94K0.00%−28,927−99.1%Reduced
Wells Fargo & Company574$6.77K0.00%+379+194.4%Added
FMR LLC635$7.49K0.00%00.0%Unchanged
Simplex Trading, LLC1,188$14.0K0.00%+527+79.7%Added
Tower Research Capital LLC (TRC)1,261$14.9K0.00%−5,886−82.4%Reduced
UBS Group AG1,302$15.4K0.00%−3−0.2%Reduced
Rhumbline Advisers1,600$18.9K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC2,000$23.6K0.00%00.0%Unchanged
Qube Research & Technologies Ltd2,881$34.0K0.00%+2,881New
Royal Bank of Canada4,300$51.0K0.00%00.0%Unchanged
State of Wyoming5,388$63.6K0.01%+1,599+42.2%Added
Advisor Group Holdings, Inc.6,497$76.7K0.00%+6,197+2,065.7%Added
Point72 Asset Management, L.P.10,485$123.7K0.00%+10,485New
Public Employees Retirement Association of Colorado10,590$125.0K0.00%00.0%Unchanged
Squarepoint Ops LLC10,841$127.9K0.00%−4,712−30.3%Reduced
Charles Schwab Investment Management Inc10,847$128.0K0.00%00.0%Unchanged
XTX Topco Ltd11,294$133.3K0.02%+11,294New
Jump Financial, LLC12,169$143.6K0.01%+12,169New
Brandywine Global Investment Management, LLC12,407$146.4K0.00%+800+6.9%Added
Algert Global LLC12,490$147.4K0.01%+1,900+17.9%Added
Hillsdale Investment Management Inc.12,800$151.0K0.01%+12,800New
Public Employees Retirement System of Ohio12,841$152.0K0.00%−4,500−26.0%Reduced
HRT Financial LP14,147$166.0K0.00%+14,147New
Bank of America Corp15,875$187.3K0.00%+9,852+163.6%Added
Occudo Quantitative Strategies LP16,168$190.8K0.02%−2,337−12.6%Reduced
Wedbush Securities Inc18,571$219.0K0.01%+400+2.2%Added
Ameriprise Financial Inc18,879$222.8K0.00%−8,405−30.8%Reduced
Jefferies Financial Group Inc.19,200$226.6K0.01%+19,200New
Quadrature Capital Ltd20,748$244.8K0.01%+20,748New
Jane Street Group, LLC23,392$276.0K0.00%+23,392New
Two Sigma Investments, LP25,470$300.5K0.00%−10,801−29.8%Reduced
State of Wisconsin Investment Board30,500$359.9K0.00%−10,900−26.3%Reduced
Barclays PLC31,000$365.8K0.00%+24,580+382.9%Added
Price T Rowe Associates Inc37,611$444.0K0.00%−5,900−13.6%Reduced
Assenagon Asset Management S.A.40,206$474.4K0.00%−16,294−28.8%Reduced
Ancora Advisors, LLC43,700$515.7K0.01%+43,700New
Goldman Sachs Group Inc55,153$650.8K0.00%+10,311+23.0%Added
Morgan Stanley58,021$684.7K0.00%−36,816−38.8%Reduced
Pacific Ridge Capital Partners, LLC60,556$714.6K0.17%−260−0.4%Reduced
Victory Capital Management Inc67,700$798.9K0.00%−4,523−6.3%Reduced
Perritt Capital Management Inc70,300$829.5K0.48%+35,300+100.9%Added
Northern Trust Corp75,486$890.7K0.00%−3,444−4.4%Reduced
Gsa Capital Partners LLP76,241$900.0K0.08%+32,973+76.2%Added
Bridgeway Capital Management, LLC76,600$903.9K0.02%+12,800+20.1%Added
Two Sigma Advisers, LP77,000$908.6K0.00%−3,900−4.8%Reduced
Citigroup Inc82,282$970.9K0.00%+82,282New
Keene & Associates, Inc.83,659$987.2K0.79%+2,375+2.9%Added
Invesco Ltd.92,662$1.09M0.00%+720+0.8%Added
State Street Corp96,897$1.14M0.00%+3,200+3.4%Added
Susquehanna International Group, LLP103,506$1.22M0.00%+103,506New
Saturna Capital CORP108,500$1.28M0.02%+108,500New
Citadel Advisors LLC112,742$1.33M0.00%−48,548−30.1%Reduced
Money Concepts Capital Corp114,810$1.35M0.14%+9,040+8.5%Added
Legato Capital Management LLC116,563$1.38M0.20%−5,493−4.5%Reduced
Renaissance Technologies LLC127,200$1.50M0.00%−66,844−34.4%Reduced
Millennium Management LLC132,832$1.57M0.00%+46,942+54.7%Added
D. E. Shaw & Co., Inc.133,296$1.57M0.00%+16,060+13.7%Added
Jacobs Levy Equity Management, Inc149,390$1.76M0.01%−56,699−27.5%Reduced
EAM Investors, LLC198,000$2.34M0.45%+198,000New
1492 Capital Management LLC198,839$2.35M1.51%+48,927+32.6%Added
Russell Investments Group, Ltd.207,992$2.45M0.00%+346+0.2%Added
Needham Investment Management LLC210,000$2.48M0.42%+31,700+17.8%Added
WealthTrust Axiom LLC217,852$2.57M0.92%+34,352+18.7%Added
Nierenberg Investment Management Company, Inc.222,555$2.63M1.89%00.0%Unchanged
Geode Capital Management, LLC243,858$2.88M0.00%−470−0.2%Reduced
Marshall Wace, LLP249,846$2.95M0.01%+249,846New
Essex Investment Management Co LLC312,844$3.69M0.60%−4,156−1.3%Reduced
RBF Capital, LLC331,970$3.92M0.26%00.0%Unchanged
Acadian Asset Management LLC361,988$4.27M0.02%+64,276+21.6%Added
Stanley-Laman Group, Ltd.405,234$4.78M0.82%−2,504−0.6%Reduced
Portolan Capital Management, LLC444,288$5.24M0.49%+444,288New
Boston Partners468,044$5.52M0.01%+15,324+3.4%Added
Westerly Capital Management, LLC570,000$6.73M4.97%+100,000+21.3%Added
Franklin Resources Inc607,019$7.16M0.00%00.0%Unchanged
Gendell Jeffrey L825,000$9.73M0.55%+129,441+18.6%Added
BlackRock Inc.990,973$11.7M0.00%−9,813−1.0%Reduced
Azarias Capital Management, L.P.1,003,371$11.8M5.85%−204,991−17.0%Reduced
Dimensional Fund Advisors LP1,127,039$13.3M0.00%−85,820−7.1%Reduced
Royce & Associates LP1,134,759$13.4M0.14%−227,299−16.7%Reduced
Aegis Financial Corp1,197,953$14.1M8.62%00.0%Unchanged
Vanguard Group Inc1,216,483$14.4M0.00%00.0%Unchanged
Bank of New York Mellon Corp1,439,655$17.0M0.00%+21,217+1.5%Added
Harvey Partners, LLC1,657,000$19.6M2.51%00.0%Unchanged
First Wilshire Securities Management Inc2,245,107$26.5M9.07%−48,434−2.1%Reduced
Prescott Group Capital Management, L.L.C.0$00.00%−501,406−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−252,161−100.0%Sold out
AMH Equity Ltd0$00.00%−175,534−100.0%Sold out
B. Riley Asset Management, LLC0$00.00%−62,736−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−57,680−100.0%Sold out
Bank of Montreal0$00.00%−56,610−100.0%Sold out
Trexquant Investment LP0$00.00%−22,241−100.0%Sold out
Caxton Associates LP0$00.00%−14,998−100.0%Sold out
Terril Brothers, Inc.0$00.00%−14,165−100.0%Sold out
PDT Partners, LLC0$00.00%−13,702−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−10,645−100.0%Sold out
Deutsche Bank AG0$00.00%−2,612−100.0%Sold out