Matrix Service Co
Ownership
Ownership Structure
Who owns Matrix Service Co (MTRX)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 95.6% of the shares are freely tradable; institutional investors hold 87.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.16 | 2,014,217 | -45.4 | 03/31/2026 |
| Arnhold & S. Bleichroeder Advisers, LLC | 7.04 | 1,980,434 | +132.8 | 06/30/2026 |
| Needham Investment Management, LLC | 5.10 | 1,435,000 | +0.0 | 03/31/2026 |
| Gendell Jeffrey L | 4.38 | 1,231,307 | +16.4 | 03/31/2026 |
| American Century Companies Inc | 4.29 | 1,206,822 | +22.9 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.25 | 1,196,787 | +0.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Needham Aggressive Growth Retail | 5.10 | 1,435,000 | +0.0 | 06/30/2026 |
| Avantis US Small Cap Value ETF | 4.35 | 1,223,441 | +0.2 | 08/31/2026 |
| First Eagle Small Cap Opportunity I | 3.14 | 883,825 | +2.9 | 07/31/2026 |
| First Eagle US Small Cap Strategy | 3.08 | 867,288 | +17.1 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Payne Shawn P | President & CEO | 123,946 | 1,239,460 $ | Aug 30, 2026 | direct |
| Cavanah Kevin S | VP Finance & CFO | 80,814 | 808,140 $ | Aug 30, 2026 | direct |
| Sheets Justin D | SVP, Enterprise Services | 69,474 | 694,740 $ | Aug 30, 2026 | direct |
| Miller David (James) | VP & General Counsel | 23,366 | 233,660 $ | Aug 30, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 30, 2026 | Miller David (James) | VP & General Counsel | Other | 380 | 10.83 | 4,115 |
| Aug 30, 2026 | Miller David (James) | VP & General Counsel | Other | 967 | 10.83 | 10,473 |
| Aug 30, 2026 | Miller David (James) | VP & General Counsel | Other | 967 | – | – |
| Aug 30, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 962 | 10.83 | 10,418 |
| Aug 30, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 2,576 | 10.83 | 27,898 |
| Aug 30, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 2,576 | – | – |
| Aug 30, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 1,576 | 10.83 | 17,068 |
| Aug 30, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 4,569 | 10.83 | 49,482 |
| Aug 30, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 4,569 | – | – |
| Aug 30, 2026 | Payne Shawn P | President & CEO | Other | 1,108 | 10.83 | 12,000 |
| Aug 30, 2026 | Payne Shawn P | President & CEO | Other | 2,817 | 10.83 | 30,508 |
| Aug 30, 2026 | Payne Shawn P | President & CEO | Other | 2,817 | – | – |
| Aug 29, 2026 | Miller David (James) | VP & General Counsel | Other | 932 | 10.83 | 10,094 |
| Aug 29, 2026 | Miller David (James) | VP & General Counsel | Other | 2,370 | 10.83 | 25,667 |
| Aug 29, 2026 | Miller David (James) | VP & General Counsel | Other | 2,370 | – | – |
| Aug 29, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 1,300 | 10.83 | 14,079 |
| Aug 29, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 3,482 | 10.83 | 37,710 |
| Aug 29, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 3,482 | – | – |
| Aug 29, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 2,130 | 10.83 | 23,068 |
| Aug 29, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 6,176 | 10.83 | 66,886 |
| Aug 29, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 6,176 | – | – |
| Aug 29, 2026 | Payne Shawn P | President & CEO | Other | 1,604 | 10.83 | 17,371 |
| Aug 29, 2026 | Payne Shawn P | President & CEO | Other | 4,077 | 10.83 | 44,154 |
| Aug 29, 2026 | Payne Shawn P | President & CEO | Other | 4,077 | – | – |
| Aug 27, 2026 | Miller David (James) | VP & General Counsel | Other | 632 | 10.91 | 6,895 |
| Aug 27, 2026 | Miller David (James) | VP & General Counsel | Other | 1,607 | 10.91 | 17,532 |
| Aug 27, 2026 | Miller David (James) | VP & General Counsel | Other | 1,607 | – | – |
| Aug 27, 2026 | Miller David (James) | VP & General Counsel | Other | 669 | 10.91 | 7,299 |
| Aug 27, 2026 | Miller David (James) | VP & General Counsel | Other | 1,702 | 10.91 | 18,569 |
| Aug 27, 2026 | Miller David (James) | VP & General Counsel | Other | 1,702 | – | – |
| Aug 27, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 633 | 10.91 | 6,906 |
| Aug 27, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 1,697 | 10.91 | 18,514 |
| Aug 27, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 1,697 | – | – |
| Aug 27, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 907 | 10.91 | 9,895 |
| Aug 27, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 2,429 | 10.91 | 26,500 |
| Aug 27, 2026 | Sheets Justin D | SVP, Enterprise Services | Other | 2,429 | – | – |
| Aug 27, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 1,108 | 10.91 | 12,088 |
| Aug 27, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 3,009 | 10.91 | 32,828 |
| Aug 27, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 3,009 | – | – |
| Aug 27, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 1,485 | 10.91 | 16,201 |
| Aug 27, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 4,307 | 10.91 | 46,989 |
| Aug 27, 2026 | Cavanah Kevin S | VP Finance & CFO | Other | 4,307 | – | – |
| Aug 27, 2026 | Payne Shawn P | President & CEO | Other | 3,226 | 10.91 | 35,196 |
| Aug 27, 2026 | Payne Shawn P | President & CEO | Other | 1,614 | 10.91 | 17,609 |
| Aug 27, 2026 | Payne Shawn P | President & CEO | Other | 4,104 | 10.91 | 44,775 |
| Aug 27, 2026 | Payne Shawn P | President & CEO | Other | 4,104 | – | – |
| Aug 27, 2026 | Payne Shawn P | President & CEO | Other | 1,118 | 10.91 | 12,197 |
| Aug 27, 2026 | Payne Shawn P | President & CEO | Other | 2,843 | 10.91 | 31,017 |
| Aug 27, 2026 | Payne Shawn P | President & CEO | Other | 2,843 | – | – |
| Aug 25, 2026 | Miller David (James) | VP & General Counsel | Other | 5,432 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.