MATW
MATTHEWS INTERNATIONAL CORPMarquee-fund ownership over time
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $27 | — |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $23 | $27 | +17% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $23 | $27 | +17% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Millennium Management 2× in & out | Q4 2025 | Q2 2026 | → $27 | +8% |
| Renaissance Technologies 3× in & out | Q1 2026 | Q2 2026 | → $27 | +7% |
| D.E. Shaw | Q3 2024 | Q4 2025 | → $25 | +7% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at MATTHEWS INTERNATIONAL CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 4, 2026 — the most recent Form 4 on file — not from today.
- Form 40000063296-26-000067Jun 4, 2026
- Form 4/Aamend0000063296-26-000063May 14, 2026
- Form 40000063296-26-000051Mar 23, 2026
- Form 40000063296-26-000049Mar 13, 2026
- Form 40000063296-26-000048Mar 13, 2026
- Form 40000063296-26-000047Mar 13, 2026
- Form 40000063296-26-000046Mar 13, 2026
- Form 40000063296-26-000045Mar 13, 2026
- Form 40000063296-26-000044Mar 13, 2026
- Form 40000063296-26-000043Mar 13, 2026
- Form 40000063296-26-000035Mar 13, 2026
- Form 40000063296-26-000032Mar 13, 2026
- Form 40000063296-26-000029Mar 10, 2026
- Form 40000063296-26-000027Mar 10, 2026
- Form 40000063296-26-000025Mar 10, 2026
Fundamentals
XBRL · MATTHEWS INTERNATIONAL CORPAnnual figures sourced directly from MATTHEWS INTERNATIONAL CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for MATTHEWS INTERNATIONAL CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QFORM 10-Q FOR THE 2ND QUARTER FISCAL 2026May 1, 2026
- 8-K8-K - 2ND QUARTER FISCAL 2026 EARNINGS PRESS RELEASEMay 1, 2026
- 8-K8-K - 2ND QUARTER FISCAL 2026 DIVIDEND PRESS RELEASEApr 30, 2026
- 8-KMaterial eventApr 10, 2026
- 8-K8-K PRESS RELEASEMar 10, 2026
- 8-KMaterial eventFeb 19, 2026
- 8-KMaterial eventFeb 17, 2026
- 10-QFORM 10-Q FOR THE 1ST QUARTER FISCAL 2026Feb 4, 2026
- 8-K8-K - 1ST QUARTER FISCAL 2026 EARNINGS PRESS RELEASEFeb 4, 2026
- 8-K8-K - 1ST QUARTER FISCAL 2026 DIVIDEND PRESS RELEASEJan 29, 2026
- DEF 14AProxy statementJan 20, 2026
- 8-KMaterial eventJan 15, 2026
- 8-KMaterial eventJan 12, 2026
- 8-KMaterial eventJan 7, 2026
- 8-K/AMaterial event (amended)Jan 7, 2026
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| AQR Capital Management | Q2 2026 | open | $27 | $27 | +1% |
| Renaissance Technologies | Q1 2026 | Q2 2026 | $25 | $27 | +7% |
| Millennium Management | Q4 2025 | Q2 2026 | $25 | $27 | +8% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2025 | Q3 2025 | $0.00 | — | +0% |
| Renaissance Technologies | Q2 2025 | Q4 2025 | $20 | $25 | +27% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | open | $23 | $27 | +17% |
| Two Sigma Investments | Q3 2024 | open | $23 | $27 | +17% |
| D.E. Shaw | Q3 2024 | Q4 2025 | $23 | $25 | +7% |
| AQR Capital Management | Q3 2024 | Q2 2025 | $23 | $20 | -13% |
| Millennium Management | Q3 2024 | Q3 2025 | $23 | $24 | +3% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $24 | $24 | -3% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.