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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, Q4 2023

Institutional positions in Matrix Service Co as of Dec 31, 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
103
+16 vs. Q3 2023
Shares held
21.4M
+691.0K (+3.3%) vs. Q3 2023
Total value
$209.0M
−$34.8M (−14.3%) vs. Q3 2023
New holders
24
44 more added
Sold out
8
29 more reduced

Compare with Q3 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 holdersQ4 2023: 103 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 heldQ4 2023: $209.0M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Matrix Service Co; share changes are against Q3 2023.

Institutions holding MTRX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First Wilshire Securities Management Inc2,169,925$21.2M6.86%−75,182−3.3%Reduced
Harvey Partners, LLC1,427,500$14.0M1.63%−229,500−13.9%Reduced
Azarias Capital Management, L.P.1,261,761$12.3M5.49%+258,390+25.8%Added
Vanguard Group Inc1,212,194$11.9M0.00%−4,289−0.4%Reduced
Aegis Financial Corp1,179,138$11.5M6.98%−18,815−1.6%Reduced
Dimensional Fund Advisors LP1,174,000$11.5M0.00%+46,961+4.2%Added
BlackRock Inc.1,027,019$10.0M0.00%+36,046+3.6%Added
Bank of New York Mellon Corp977,063$9.56M0.00%−462,592−32.1%Reduced
Royce & Associates LP896,259$8.77M0.08%−238,500−21.0%Reduced
Gendell Jeffrey L822,556$8.04M0.44%−2,444−0.3%Reduced
Westerly Capital Management, LLC650,000$6.36M3.84%+80,000+14.0%Added
Portolan Capital Management, LLC619,778$6.06M0.53%+175,490+39.5%Added
Franklin Resources Inc536,055$5.24M0.00%−70,964−11.7%Reduced
Acadian Asset Management LLC377,389$3.69M0.01%+15,401+4.3%Added
Marshall Wace, LLP367,391$3.59M0.01%+117,545+47.0%Added
Needham Investment Management LLC355,000$3.47M0.44%+145,000+69.0%Added
Stanley-Laman Group, Ltd.336,386$3.29M0.50%−68,848−17.0%Reduced
RBF Capital, LLC331,970$3.25M0.20%00.0%Unchanged
Citadel Advisors LLC322,245$3.15M0.00%+209,503+185.8%Added
Millennium Management LLC276,972$2.71M0.00%+144,140+108.5%Added
Qube Research & Technologies Ltd268,703$2.63M0.01%+265,822+9,226.7%Added
D. E. Shaw & Co., Inc.268,035$2.62M0.00%+134,739+101.1%Added
Susquehanna International Group, LLP266,204$2.60M0.00%+162,698+157.2%Added
Geode Capital Management, LLC252,539$2.47M0.00%+8,681+3.6%Added
Russell Investments Group, Ltd.211,277$2.07M0.00%+3,285+1.6%Added
Essex Investment Management Co LLC202,404$1.98M0.39%−110,440−35.3%Reduced
Renaissance Technologies LLC190,559$1.86M0.00%+63,359+49.8%Added
1492 Capital Management LLC183,076$1.79M1.02%−15,763−7.9%Reduced
Jacobs Levy Equity Management, Inc171,297$1.68M0.01%+21,907+14.7%Added
WealthTrust Axiom LLC163,075$1.59M0.53%−54,777−25.1%Reduced
Jane Street Group, LLC160,801$1.57M0.00%+137,409+587.4%Added
Laurion Capital Management LP125,178$1.22M0.04%+125,178New
Nierenberg Investment Management Company, Inc.122,555$1.20M0.76%−100,000−44.9%Reduced
Morgan Stanley122,460$1.20M0.00%+64,439+111.1%Added
Barclays PLC111,316$1.09M0.00%+80,316+259.1%Added
Money Concepts Capital Corp110,372$1.08M0.10%−4,438−3.9%Reduced
Invesco Ltd.101,542$993.1K0.00%+8,880+9.6%Added
State Street Corp96,697$945.7K0.00%−200−0.2%Reduced
Bank of America Corp93,400$913.5K0.00%+77,525+488.3%Added
Gsa Capital Partners LLP90,239$883.0K0.07%+13,998+18.4%Added
Goldman Sachs Group Inc86,397$845.0K0.00%+31,244+56.6%Added
Northern Trust Corp84,715$828.5K0.00%+9,229+12.2%Added
Citigroup Inc84,527$826.7K0.00%+2,245+2.7%Added
Legato Capital Management LLC81,354$795.6K0.10%−35,209−30.2%Reduced
Keene & Associates, Inc.78,439$767.1K0.64%−5,220−6.2%Reduced
Balyasny Asset Management LLC75,839$741.7K0.00%+75,839New
Ancora Advisors, LLC70,923$693.6K0.02%+27,223+62.3%Added
Victory Capital Management Inc69,400$678.7K0.00%+1,700+2.5%Added
Man Group plc66,364$649.0K0.00%+66,364New
Perritt Capital Management Inc65,200$637.7K0.36%−5,100−7.3%Reduced
Saturna Capital CORP61,600$602.4K0.01%−46,900−43.2%Reduced
Pacific Ridge Capital Partners, LLC60,556$592.2K0.12%00.0%Unchanged
Two Sigma Advisers, LP59,000$577.0K0.00%−18,000−23.4%Reduced
Jump Financial, LLC53,381$522.1K0.02%+41,212+338.7%Added
Two Sigma Investments, LP52,494$513.4K0.00%+27,024+106.1%Added
Squarepoint Ops LLC46,632$456.1K0.00%+35,791+330.1%Added
ExodusPoint Capital Management, LP46,057$450.0K0.01%+46,057New
Bridgeway Capital Management, LLC39,200$383.4K0.01%−37,400−48.8%Reduced
JPMorgan Chase & Co36,047$352.5K0.00%+35,798+14,376.7%Added
Trexquant Investment LP32,391$316.8K0.01%+32,391New
Price T Rowe Associates Inc30,611$300.0K0.00%−7,000−18.6%Reduced
Boston Partners30,194$295.3K0.00%−437,850−93.5%Reduced
Quadrature Capital Ltd28,807$281.4K0.01%+8,059+38.8%Added
American Century Companies Inc25,756$251.9K0.00%+25,756New
Ameriprise Financial Inc23,589$230.7K0.00%+4,710+24.9%Added
Cubist Systematic Strategies, LLC23,551$230.3K0.00%+23,551New
EntryPoint Capital, LLC23,323$228.1K0.22%+23,323New
683 Capital Management, LLC21,972$214.9K0.02%+21,972New
BNP Paribas Arbitrage, SA20,654$202.0K0.00%+20,654New
Jefferies Financial Group Inc.19,291$188.7K0.00%+91+0.5%Added
Nebula Research & Development LLC17,817$174.3K0.05%+17,817New
Schonfeld Strategic Advisors LLC15,650$153.1K0.00%+15,650New
Algert Global LLC15,480$151.4K0.01%+2,990+23.9%Added
XTX Topco Ltd15,075$147.4K0.03%+3,781+33.5%Added
Y-Intercept (Hong Kong) Ltd14,926$146.0K0.01%+14,926New
Greenhaven Road Investment Management, L.P.13,782$134.8K0.06%−3,905−22.1%Reduced
Simplex Trading, LLC13,696$133.0K0.00%+12,508+1,052.9%Added
Dynamic Technology Lab Private Ltd12,837$126.0K0.01%+12,837New
Public Employees Retirement System of Ohio12,841$125.6K0.00%00.0%Unchanged
Wedbush Securities Inc11,857$116.0K0.01%−6,714−36.2%Reduced
Charles Schwab Investment Management Inc10,847$106.1K0.00%00.0%Unchanged
HSBC Holdings PLC10,235$100.6K0.00%+10,235New
Quantbot Technologies LP8,896$87.0K0.01%+8,896New
Hillsdale Investment Management Inc.8,300$81.2K0.01%−4,500−35.2%Reduced
UBS Group AG7,978$78.0K0.00%+6,676+512.7%Added
Group One Trading, L.P.7,209$70.5K0.00%+7,209New
State of Wyoming7,155$70.0K0.01%+1,767+32.8%Added
Public Employees Retirement Association of Colorado6,834$67.0K0.00%−3,756−35.5%Reduced
Royal Bank of Canada4,985$49.0K0.00%+685+15.9%Added
AJOVista, LLC4,931$48.2K0.06%+4,931New
Tower Research Capital LLC (TRC)4,063$39.7K0.00%+2,802+222.2%Added
Advisor Group Holdings, Inc.3,300$32.3K0.00%−3,197−49.2%Reduced
EverSource Wealth Advisors, LLC2,000$19.6K0.00%00.0%Unchanged
Aquatic Capital Management LLC1,700$17.0K0.00%+1,700New
Rhumbline Advisers1,600$15.6K0.00%00.0%Unchanged
FMR LLC743$7.27K0.00%+108+17.0%Added
GWM Advisors LLC668$6.53K0.00%+585+704.8%Added
Spire Wealth Management568$5.32K0.00%+568New
Point72 Asia (Singapore) Pte. Ltd.500$4.89K0.00%+500New
Hanseatic Management Services Inc416$4.07K0.01%+416New