Matthews International
Supplies memorial products, funeral-home goods, industrial marking, and energy-storage engineering tools.
$21.05
After-hours close+0.10 (+0.48%)
At close$20.95(−0.38%)
Something off on this page? Send us feedback.
Breakdown13F · Form 4
Institutions 100.31%Insiders 4.89%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 31.20M · Float 28.50M · 91.4% free float
Institutions13F, as of Jun 30, 2026
183 holders · 31.30M shares · 29 new positions · 85 increased · 54 reduced · 16 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.59M | 14.70% | +133.8K | Aug 7, 2026 |
| Oaktree Capital Management LP | 1.93M | 6.17% | +1.93Mnew | Aug 14, 2026 |
| Ameriprise Financial Inc | 1.92M | 6.16% | +148.0K | Aug 14, 2026 |
| Dimensional Fund Advisors LP | 1.74M | 5.57% | +123.3K | Aug 11, 2026 |
| Gamco Investors, Inc. et al | 1.51M | 4.84% | −25.8K | Aug 12, 2026 |
| Phoenix Holdings Ltd. | 1.47M | 4.70% | 0 | Aug 11, 2026 |
| Vanguard Capital Management LLC | 1.33M | 4.26% | +34.3K | Aug 13, 2026 |
| State Street Corp | 1.27M | 4.08% | +48.9K | Aug 7, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 14.20% | 4.40M | 13G | Jul 18, 2025 ↗ |
| Vanguard Portfolio Management | 5.79% | 1.80M | 13G | Apr 29, 2026 ↗ |
| Inc.incl. Threadneedle Asset Management Holdings Limited, Threadneedle Holdings Limited +5 more | 5.51% | 1.69M | 13G | Nov 14, 2024 ↗ |
| Ameriprise Financial, Inc. | 5.40% | 1.66M | 13G | Aug 14, 2025 ↗ |
| Dimensional Fund Advisors LP | 5.20% | 1.61M | 13G | Apr 9, 2026 ↗ |
| Vanguard Capital Management | 5.00% | 1.56M | 13G | Jul 31, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Joseph C. Bartolacci | director, officer: President and CEO | 635.8K | 2.04% | Nov 24, 2025 |
| David A. Schawk | director | 225.2K | 0.72% | Aug 10, 2026 |
| Steven F. Nicola | officer: CFO and Treasurer | 209.5K | 0.67% | Nov 24, 2025 |
| Steven D. Gackenbach | officer: EVP, Group Pres, Memorial | 111.9K | 0.36% | Nov 24, 2025 |
| Brian D. Walters | officer: EVP, Gen Counsel, and Corp Sec | 86.5K | 0.28% | Nov 24, 2025 |
| Katherine Elizabeth Dietze | director | 49.1K | 0.16% | Mar 10, 2026 |
| Morgan K. Obrien | director | 41.3K | 0.13% | Mar 10, 2026 |
| Terry L. Dunlap | director | 33.4K | 0.11% | Mar 10, 2026 |
| Daniel E. Stopar | officer: CFO and Treasurer | 29.8K | 0.10% | Dec 5, 2025 |
| Davor Brkovich | officer: Chief Information Officer | 20.0K | 0.06% | Nov 24, 2025 |
31 people have not refiled in the last 18 months (779.6K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 24, 2026 | J. Michael Naumandirector | Purchase | 1,000 | $21.08 | 10,081 |
| Aug 20, 2026 | J. Michael Naumandirector | Purchase | 1,900 | $21.96 | 9,081 |
| Aug 19, 2026 | J. Michael Naumandirector | Purchase | 100 | $21.98 | 7,181 |
| Aug 14, 2026 | Aleta W. Richardsdirector | Purchase | 3,000 | $23.06 | 12,535 |
| Aug 10, 2026 | J. Michael Naumandirector | Purchase | 2,000 | $22.97 | 7,081 |
| Aug 10, 2026 | David A. Schawkdirector | Purchase | 5,000 | $23.60 | 225,206 |
CongressHouse and Senate disclosures
Not reported.