Vanguard Portfolio Management (MATW) reports 1,260,772 Matthews International shares
Rhea-AI Filing Summary
Vanguard Portfolio Management LLC, together with certain affiliates, reports beneficial ownership of 1,260,772 shares of Matthews International Corp common stock. This represents 4.04% of the outstanding class.
The group has sole voting power over 12,576 shares and sole dispositive power over 1,260,772 shares, with no shared voting or dispositive power. The position includes securities held by various Vanguard funds and managed accounts where these entities exercise voting and/or dispositive authority. No other single person has an interest in more than 5% of the class through these holdings.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 1,260,772 shares
Percent of class: 4.04%
Sole voting power: 12,576 shares
+2 more
5 metrics
Beneficially owned shares
1,260,772 shares
Amount of Matthews International common stock beneficially owned
Percent of class
4.04%
Percentage of Matthews International common stock outstanding
Sole voting power
12,576 shares
Shares over which Vanguard Portfolio Management has sole voting power
Sole dispositive power
1,260,772 shares
Shares over which Vanguard Portfolio Management has sole dispositive power
Ownership threshold note
5%
No other person's interest in the reported securities exceeds 5% of the class
Key Terms
beneficially owned, sole dispositive power, sole voting power, percent of class
4 terms
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power financial
"Sole Dispositive Power 1,260,772.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
sole voting power financial
"Sole Voting Power 12,576.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
percent of class financial
"Percent of class: 4.04 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Matthews International (MATW) does Vanguard hold?
Vanguard Portfolio Management reports beneficial ownership of 4.04% of the MATW common stock class, based on 1,260,772 shares, reflecting its aggregated holdings across funds and managed accounts.
Does any other person hold more than 5% interest through Vanguard’s MATW position?
No. The disclosure states that no one other person's interest in the MATW securities reported is more than 5%, even though Vanguard Portfolio Management and related entities collectively hold 4.04% of the class.
Which Vanguard entities are included in the MATW ownership reported?
The reported MATW ownership covers securities beneficially owned or deemed owned by Vanguard Portfolio Management LLC, Vanguard Fiduciary Trust Company, and Vanguard Global Advisers, LLC, including Vanguard funds and managed accounts.
What type of MATW security is held by Vanguard Portfolio Management?
Vanguard Portfolio Management holds Common Stock of Matthews International Corp, identified by CUSIP 577128101, with 1,260,772 shares beneficially owned and 4.04% of the class reported.