2026-10-01
AI summary pending
View Full Filing (SEC EDGAR)MATW
Matthews Intl Corp-class A (MATW) Institutional Buying & Selling Tracker (Q2 2026)
Matthews Intl Corp-class A
$18.68-0.6%
+$70.3M
Net Activity
+5.40% total shares
Institutions Holding
182
Popularity Rank
#3248
Avg Weight
0.30%
Total Value
$854.3M
Ownership Trend
182 institutions currently hold MATW, with 82 net buyers and 71 net sellers this quarter.
Institutional Moves
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
71
Net Buying Institutions
82
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Who Owns MATW? Top Institutional & Hedge Fund Holders
Key Holders
Top 5 by Value
Source and citation information
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Across its top 20 institutional holders, MATW's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 37/100).
Notable Holders
MATW ranks #3248 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
MATW is a disclosed holding of Howard Marks (Oaktree Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.7% of that fund's own 13F portfolio.
MATW is a top-conviction position for Steel Partners Holdings L.p. — at 26.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in MATW belongs to BlackRock, Inc., but the position matters far more to Steel Partners Holdings L.p., who has 26.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Versant Capital Management, Inc has added to its MATW position for two straight quarters, increasing it by $19.9K to reach $33.7K today.
State of Alaska, Department of Revenue has trimmed its MATW position for two straight quarters, cutting it by $414.0K while still holding $30.0K.
MATW is down 0.6% today, but institutions show net buying of $70.3M this quarter — a divergence between today's price move and the underlying institutional flow.
Company Fundamentals
MATW reported a net loss of $29.4M over the trailing twelve months.
- Not yet profitable — net loss of $29.4M over the trailing twelve months
- Revenue declined 2.5% year over year
- Net income improved year over year, from -$65.2M to -$29.4M
- Operating cash flow was negative, using $23.6M in cash
- Current ratio of 1.48x — below the conventional 1.5x liquidity buffer
- Liabilities run 2.52x equity — a highly leveraged balance sheet worth noting
Price Chart
MATW Quarterly 13F Institutional Trade Shifts
Recent Activity
+$138.9M
Total Buy Value
$77.6M
Total Sell Value
New buy27
Trim57
Add55
Sold out14
82
Net Buyers
71
Net Sellers
Top Movers
MATW
Q2 2026
Top 5 Institutional Movers
Data by AlphaSMO • Not financial advice.
Smart Money Convergence
MATW does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Recent MATW Insider Buying & Selling Activity (Form 4)
Congress Trading (STOCK Act)
Form 144 Pre-Sale Notices
No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
1
Active 5%+ Holders
Data as of 2026-10-05
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| BlackRock, Inc. | 13G/A | 2026-10-05 | 7.8% |
| Vanguard Portfolio Management | 13G/A | 2026-07-31 | 4.0% |
Material Events (8-K)
6
Filings (14d)
Data as of 2026-10-01
2026-09-04
AI summary pending
View Full Filing (SEC EDGAR)2026-08-11
This 8-K from Matthews International (MATW) is about a CEO transition. The company had previously disclosed that Joseph C. Bartolacci planned to retire as president and CEO and leave the board, and on August 11 the board appointed Michael J. Whitehead, 52, to succeed him and join the board, effective August 31. Whitehead, who spent the last several years at Lincoln Electric Holdings, will get a $1 million base salary, a $300,000 one-time transition payment, a relocation package, and incentive awards going forward. The filing cuts off mid-sentence in its definition of 'cause,' so some severance and repayment details aren't visible in this excerpt.
View Full Filing (SEC EDGAR)2026-08-07
Matthews International filed an 8-K on August 6, 2026, announcing its earnings for the third fiscal quarter of 2026 through a press release attached as Exhibit 99.1. This is a routine earnings disclosure, and the excerpt doesn't include actual revenue or profit figures, so the filing alone doesn't tell you how the quarter went.
View Full Filing (SEC EDGAR)2026-08-04
Matthews International (MATW) announced on July 29, 2026, that its President and CEO, Joseph C. Bartolacci, has decided to retire and resign from the board. The board has started a succession process, and Bartolacci will stay on as CEO and director until a successor is appointed, supporting the transition at least through January 1, 2027. He'll receive a prorated salary and target FY2027 bonus during that time, and the filing states the retirement isn't due to any disagreement with the company.
View Full Filing (SEC EDGAR)2026-07-30
Matthews International said on July 29 that it will pay a quarterly dividend of $0.255 per share, with shareholders of record as of Aug. 10 receiving the payment on Aug. 24. The 8-K is the formal Regulation FD notice for that announcement, with the press release attached as an exhibit.
View Full Filing (SEC EDGAR)CUSIP
577128101
FAQ
Who are the top institutional investors holding MATTHEWS INTL CORP-CLASS A (MATW)?
Major stakeholders currently include BlackRock, Inc. ($123.5M), Oaktree Capital Management LP ($51.8M), Ameriprise Financial Inc ($51.8M). Based on the latest 13F filings, there are a total of 182 tracked investment funds and institutions maintaining positions in MATW.
What is the overall institutional sentiment toward MATW recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $70.3M, driven by 82 managers accumulating shares while 71 reduced their exposure.
Which institutions have been selling or reducing their MATW positions?
In the latest period, 57 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $77.6M.
Are there any notable investors adding MATW to their portfolios?
Yes, buying activity remains notable. 27 institutions opened new positions in {ticker}, and 55 existing holders added to their shares. The total reported buy value for the quarter amounted to $138.9M.
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Developer Access
Access MATW's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MATWCLI
npx alphasmo stocks get MATW