HolderBook

MATERION CORP (MTRN)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

15
Reporting holders
$54.5M
Reported value
0.0%
Calls
0.0%
Puts
-393
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$51.8M192,2740.34%newNEW
Central Pacific Bank - Trust Division$1.2M4,2730.12%11qHELD
ANB BANK$371.2K1,3770.13%2qHELD
Hardin Capital Partners, LLC$296.5K1,1000.14%2qHELD
Whalen Wealth Management Inc.$294.9K1,0940.13%3q-35.3%-$160.7K
GAMMA Investing LLC$247.2K9170.01%12q+30.4%+$57.7K
Farther Finance Advisors, LLC$104.9K3890.00%16q+21.6%+$18.6K
Versant Capital Management, Inc$95.2K3530.01%32qHELD
MassMutual Private Wealth & Trust, FSB$36.7K1360.00%17qHELD
Retirement Wealth Solutions LLC$33.4K1240.02%8q-10.8%-$4.0K
GK Wealth Management LLC$8.1K300.00%newNEW
TOTH FINANCIAL ADVISORY CORP$1.6K60.00%newNEW
Noble Wealth Management PBC$80930.00%newNEW
GILPIN WEALTH MANAGEMENT, LLC$80930.00%4qHELD
Davis Capital Management$27010.00%2qHELD
Polaris Financial Partners$361320.02%newFIRST

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-07Vijayvargiya Jugal K.President and CEOSold24,336$7.1M ×8
2026-08-07Solomon Darlene J. S.DirectorSold3,705$1.1M
2026-05-29PHILLIPPY ROBERT JDirectorSold3,500$765.2K ×4
2026-05-13KHILNANI VINOD MDirectorSold2,500$517.5K ×4
2026-08-07Chadwick Shelly MarieVice President, Finance & CFOSold1,705$499.6K
2026-08-31KHILNANI VINOD MDirectorSold2,000$470.3K
2026-05-08Chadwick Shelly MarieVice President, Finance & CFOSold1,192$237.1K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202615$54.5M202,0804220.0%
Q2 2026408$6.6B22,254,3741091261190.6%
Q1 2026333$2.9B20,156,41060921050.4%
Q4 2025298$2.5B19,801,67228801080.5%
Q3 2025301$2.4B20,152,9127793880.5%
Q2 2025255$1.6B19,814,9873698720.0%
Q1 2025250$1.6B19,638,1503685700.1%
Q4 2024245$1.9B19,549,9551690730.0%
Q3 2024251$2.2B19,472,5822872790.1%
Q2 2024246$2.1B19,543,9643077830.1%
Q1 2024251$2.6B19,901,7293467870.1%
Q4 2023228$2.6B19,643,6861657950.1%
Q3 2023227$2.0B19,364,3892570720.1%
Q2 2023224$2.2B19,239,2011562820.2%
Q1 2023229$2.3B19,436,6274954730.2%
Q4 2022196$1.7B19,814,2891661630.0%
Q3 2022200$1.6B19,802,6091858760.1%
Q2 2022202$1.4B19,344,7652453770.1%
Q1 2022203$1.6B19,136,9762269690.0%
Q4 2021203$1.7B18,824,1893644790.1%
Q3 2021179$1.3B18,678,2891259620.0%
Q2 2021188$1.4B18,769,9513461590.0%
Q1 2021181$1.2B18,641,9773659520.0%
Q4 2020165$1.2B18,904,9001255590.0%
Q3 2020169$982.2M18,895,1551837770.1%
Q2 2020173$1.2B19,056,2782950640.1%
Q1 2020169$652.6M18,630,5822261600.0%
Q4 2019186$1.1B19,061,2621565550.0%
Q3 2019195$1.2B18,718,1282968570.1%
Q2 2019183$1.3B18,395,7422160600.3%
Q1 2019187$1.1B19,418,4322162680.2%
Q4 2018184$874.3M19,336,6625420.5%