Institutional Ownership Matrix Service CO (MTRX)
This table provides information about the institutional ownership of Matrix Service CO (MTRX). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $334 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,306
shares
|
$45,060
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,923
shares
|
$39,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,700
shares
|
$36,801
0.0% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
2,591
shares
|
$35,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
2,421
shares
|
$32,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,130
shares
|
$29,031
0.0% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
1,916
shares
|
$26,115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,414
shares
|
$19,272
0.0% of portfolio
|
Q1 2025
Reduced 47.88%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
915
shares
|
$12,471
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
577
shares
|
$7,864
0.0% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
569
shares
|
$7,755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
456
shares
|
$6,215
0.0% of portfolio
|
Q1 2025
Reduced 46.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
455
shares
|
$6,201
0.0% of portfolio
|
Q2 2025
Added 758.49%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
432
shares
|
$5,888
0.0% of portfolio
|
Q1 2025
Added 40.26%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
416
shares
|
$5,670
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
154
shares
|
$2,099
0.0% of portfolio
|
Q1 2025
Added 102.63%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
121
shares
|
$1,649
0.0% of portfolio
|
Q2 2024
Reduced 89.22%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
101
shares
|
$1,376
0.0% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
81
shares
|
$1,104
0.0% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
50
shares
|
$681
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
20
shares
|
$272
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
13
shares
|
$177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|