As of November 7, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Matthews International Corp. The largest reported stake is Oaktree Capital Management, L.P.'s, at 9.68%. 12 filings are on record since July 18, 2025 (Schedule 13G/A, October 20, 2026).
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Key facts
- · Reporting person: Vanguard Capital Management · Sole voting: 222,683 · Shared voting: 0 · Sole dispositive: 1,527,511 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-30
- · Holder: Oaktree Capital Management, L.P. · Percent: 9.68% · Shares: 3,020,171 · SCHEDULE 13G/A
- · Reporting person: BlackRock, Inc. · Sole voting: 2,372,267 · Shared voting: 0 · Sole dispositive: 2,419,163 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-05
- · Reporting person: Private Capital Management, LLC · Sole voting: 515,343 · Shared voting: 1,228,151 · Sole dispositive: 515,343 · Shared dispositive: 1,228,151 · SCHEDULE 13G, 2026-10-02
- · Holder: Oaktree Capital Management LP · Percent: 6.17% · SCHEDULE 13G
Matthews International Corp has 12 Schedule 13D or 13G filings on record since 2025-07-18. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Oaktree Capital Management, L.P. | 9.68% | 3,020,171 | SCHEDULE 13G/A, 2026-10-20 | 2026-10-20 |
| BlackRock, Inc. | 7.8% | 2,419,163 | SCHEDULE 13G/A, 2026-10-05 | 2026-09-30 |
| Private Capital Management, LLC | 5.59% | 1,743,494 | SCHEDULE 13G, 2026-10-02 | 2026-09-30 |
| Ameriprise Financial, Inc. | 5.4% | 1,664,426 | SCHEDULE 13G/A, 2025-08-14 | 2025-06-30 |
| Dimensional Fund Advisors LP | 5.2% | 1,614,201 | SCHEDULE 13G, 2026-04-09 | 2026-03-31 |
| Vanguard Capital Management | 4.89% | 1,527,511 | SCHEDULE 13G/A, 2026-10-30 | 2026-09-30 |
| Vanguard Portfolio Management | 4.04% | 1,260,772 | SCHEDULE 13G/A, 2026-07-31 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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More on Matthews International Corp and the records around it.
Matthews International Corp elsewhere on the record
- Leadership changes Aug 2026
- Who owns it
Companies that share a holder
- Oaktree Capital Management LP also filed stake reports on 3 other companies: Quantum Corporation (Aug 2026), SharonAI Holdings Inc. (Aug 2026), Rice Acquisition Corp 3 (Feb 2026)
- Private Capital Management, LLC also filed stake reports on 4 other companies: Barrett Business Services, Inc. (Oct 2026), Target Hospitality Corp. (Jul 2026), Perion Network Ltd. (Feb 2026)
- Ameriprise Financial, Inc. also filed stake reports on 65 other companies: Universal Electronics Inc. (Sep 2026), America's Car-Mart, Inc. (Aug 2026), Ampco-Pittsburgh Corporation (Aug 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Oaktree Value Opportunities Fund Holdings, L.P. | 0 | 1,619,685 | 0 | 1,619,685 | SCHEDULE 13G/A, 2026-10-20 |
| Oaktree Capital Management, L.P. | 0 | 3,020,171 | 0 | 3,020,171 | SCHEDULE 13G/A, 2026-10-20 |
| Oaktree Capital Holdings, LLC | 0 | 3,020,171 | 0 | 3,020,171 | SCHEDULE 13G/A, 2026-10-20 |
| BlackRock, Inc. | 2,372,267 | 0 | 2,419,163 | 0 | SCHEDULE 13G/A, 2026-10-05 |
| Private Capital Management, LLC | 515,343 | 1,228,151 | 515,343 | 1,228,151 | SCHEDULE 13G, 2026-10-02 |
| Vanguard Capital Management | 222,683 | 0 | 1,527,511 | 0 | SCHEDULE 13G/A, 2026-10-30 |
| Vanguard Portfolio Management | 12,576 | 0 | 1,260,772 | 0 | SCHEDULE 13G/A, 2026-07-31 |
The latest filing identifies Matthews International Corp by CUSIP 577128101 and gives its principal executive office as 2 NorthShore Center, Pittsburgh, PA 15212 (SCHEDULE 13G/A, 2026-10-30).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-18 | BlackRock, Inc. | 14.2% | SCHEDULE 13G/A |
| 2025-08-14 | Ameriprise Financial, Inc. | 5.4% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-09 | Dimensional Fund Advisors LP | 5.2% | SCHEDULE 13G |
| 2026-04-29 | Vanguard Portfolio Management | 5.79% | SCHEDULE 13G |
| 2026-07-31 | Vanguard Capital Management | 5% | SCHEDULE 13G |
| 2026-07-31 | Vanguard Portfolio Management | 4.04% | SCHEDULE 13G/A |
| 2026-08-10 | Oaktree Capital Management LP | 6.17% | SCHEDULE 13G |
| 2026-10-02 | Private Capital Management, LLC | 5.59% | SCHEDULE 13G |
| 2026-10-05 | BlackRock, Inc. | 7.8% | SCHEDULE 13G/A |
| 2026-10-20 | Oaktree Capital Management, L.P. | 9.68% | SCHEDULE 13G/A |
| 2026-10-30 | Vanguard Capital Management | 4.89% | SCHEDULE 13G/A |
Questions about who owns Matthews International Corp
Who owns Matthews International Corp?
On this page, 5 holders' latest ownership filings report 5% or more of Matthews International Corp: Oaktree Capital Management, L.P. (9.68%, Schedule 13G/A, filed 2026-10-20), BlackRock, Inc. (7.8%, Schedule 13G/A, filed 2026-10-05), Private Capital Management, LLC (5.59%, Schedule 13G, filed 2026-10-02), Ameriprise Financial, Inc. (5.4%, Schedule 13G/A, filed 2025-08-14) and Dimensional Fund Advisors LP (5.2%, Schedule 13G, filed 2026-04-09).
Who are the largest shareholders of Matthews International Corp?
By the share each holder's latest filing reports, the largest holders of Matthews International Corp on this page are Oaktree Capital Management, L.P. (9.68%), BlackRock, Inc. (7.8%) and Private Capital Management, LLC (5.59%).
When did Oaktree Capital Management, L.P. buy into Matthews International Corp?
The filings give report dates, not purchase dates. The earliest filing from Oaktree Capital Management, L.P. on this page is the Schedule 13G/A, filed 2026-10-20, reporting 9.68%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 12 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Matthews International Corp
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 1, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| August 11, 2026 | Leadership change: Joseph C. Bartolacci departs, President and Chief Executive Officer, and 1 more | — | Leadership changes | Source |
| August 4, 2026 | Leadership change: Joseph C. Bartolacci departs, President and Chief Executive Officer | — | Leadership changes | Source |
| April 10, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.