Matthews International (NASDAQ: MATW) sees Vanguard disclose 5% beneficial ownership on Schedule 13G
Rhea-AI Filing Summary
Vanguard Capital Management filed a Schedule 13G reporting passive ownership of 1,561,455 shares of Matthews International Corp common stock, representing 5% of the class as of June 30, 2026. Vanguard has sole voting power over 232,444 shares and sole dispositive power over 1,561,455 shares, with no shared voting or dispositive power. The reporting covers securities beneficially owned or deemed beneficially owned by Vanguard Capital Management LLC and certain affiliated entities and funds.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 1,561,455 shares
Percent of class: 5 %
Sole voting power: 232,444 shares
+4 more
7 metrics
Shares beneficially owned
1,561,455 shares
Common stock of Matthews International Corp beneficially owned by Vanguard Capital Management as of June 30, 2026
Percent of class
5 %
Portion of Matthews International common stock class reported as beneficially owned
Sole voting power
232,444 shares
Shares of Matthews International over which Vanguard Capital Management has sole power to vote
Shared voting power
0
Shares of Matthews International over which Vanguard Capital Management has shared power to vote
Sole dispositive power
1,561,455 shares
Shares of Matthews International over which Vanguard Capital Management has sole power to dispose
Shared dispositive power
0
Shares of Matthews International over which Vanguard Capital Management has shared power to dispose
Signature date
07/31/2026
Date the Schedule 13G was signed by the authorized signatory
Key Terms
beneficially owned, Sole Voting Power, Sole Dispositive Power, Schedule 13G, +1 more
5 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 Voting Power financial
"5 | Sole Voting Power 232,444.00 6 | Shared Voting Power 0.00"
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.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 1,561,455.00 8 | Shared Dispositive Power 0.00"
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.
Schedule 13G regulatory
"In accordance with SEC Release No. 34-39538 (January 12, 1998), this reflects the securities"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Investment Company Act of 1940 regulatory
"investment companies registered under the Investment Company Act of 1940 and other managed accounts"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What voting power does Vanguard Capital Management have over its MATW holdings?
Vanguard Capital Management has sole voting power over 232,444 shares of MATW and no shared voting power. It retains sole dispositive power over 1,561,455 shares, meaning it can decide how and when to dispose of those shares.
Which entities are included in Vanguard Capital Management’s MATW Schedule 13G filing?
The reported MATW holdings include securities beneficially owned or deemed owned by Vanguard Capital Management LLC and affiliates such as Vanguard Asset Management Limited and Vanguard Fiduciary Trust Company, including certain Vanguard funds and managed accounts.
Does any single client of Vanguard Capital Management own more than 5% of MATW through these holdings?
According to the filing, no one other person's interest in the reported MATW securities exceeds 5% of the class. Dividends and sale proceeds may be directed to various investment companies and managed accounts advised by Vanguard Capital Management.