MATTHEWS INTL FDS (INDE)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
9
Reporting holders
$12.8M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BBR PARTNERS, LLC | $5.5M | 184,461 | 0.26% | 2q | HELD |
| JANE STREET GROUP, LLC | $3.6M | 120,000 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.7M | 58,036 | 0.00% | 9q | -1.2%-$20.9K |
| Navis Wealth Advisors, LLC | $735.7K | 24,868 | 0.28% | 6q | +7.7%+$52.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $573.6K | 19,390 | 0.00% | 4q | +148.3%+$342.6K |
| CITADEL ADVISORS LLC | $258.1K | 8,724 | 0.00% | 2q | -16.7%-$51.6K |
| Kestra Advisory Services, LLC | $255.5K | 8,636 | 0.00% | new | NEW |
| New Insight Wealth Advisors | $225.5K | 7,621 | 0.07% | new | NEW |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $50.1K | 1,711 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $12.8M | 433,447 | 3 | 2 | 2 | 0.0% |
| Q1 2026 | 8 | $7.7M | 297,769 | 3 | 2 | 2 | 0.0% |
| Q4 2025 | 9 | $4.0M | 134,772 | 0 | 4 | 2 | 0.0% |
| Q3 2025 | 9 | $3.6M | 122,108 | 1 | 4 | 1 | 0.0% |
| Q2 2025 | 9 | $8.0M | 263,632 | 2 | 1 | 4 | 0.0% |
| Q1 2025 | 8 | $7.8M | 283,431 | 1 | 2 | 5 | 0.0% |
| Q4 2024 | 9 | $8.5M | 284,179 | 5 | 2 | 1 | 0.0% |
| Q3 2024 | 6 | $9.7M | 296,222 | 3 | 3 | 0 | 0.0% |
| Q2 2024 | 4 | $559.4K | 18,225 | 3 | 1 | 0 | 0.0% |
| Q1 2024 | 2 | $595.9K | 21,126 | 0 | 0 | 1 | 0.0% |
| Q4 2023 | 4 | $1.7M | 61,401 | 3 | 0 | 1 | 0.0% |
| Q3 2023 | 1 | $875.3K | 35,413 | 1 | 0 | 0 | 0.0% |