Mistras Group, Inc. (MG) shareholders
MGNYSEServices-Engineering ServicesFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 2, 2026Score 9/3024% above fair value
$20.20+0.01 (+0.05%)
Close on Nov 13, 2026Market cap $643.37MP/E 32.1Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
62.4%
20M of 32M shares
Institutional holders
138
26 new, 16 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $61.70K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Sotirios Vahaviolos January 2023 2-Year Grantor Retained Annuity Trust | 6,734,718 | 22.00% | 13D (active) amendment | Dec 31, 2023 |
| Aspasia Vahaviolos | 6,105,650 | 19.32% | 13G (passive) | Dec 31, 2025 |
| Aspasia Felice Vahaviolos Joint filing with Stephanie Athena Foglia (17.40%), 2025 Irrevocable Two-Year Grantor Retained Annuity Trust of Aspasia F. Vahaviolos (12.30%) | 6,084,508 | 19.10% | 13D (active) amendment | Sep 17, 2026 |
| Stephanie Foglia Joint filing with 2025 Irrevocable Two-Year Grantor Retained Annuity Trust of Aspasia F. Vahaviolos (13.55%) | 5,917,135 | 18.60% | 13D (active) amendment | Jun 10, 2026 |
| Stephanie Athena Foglia Joint filing with 2025 Irrevocable Two-Year Grantor Retained Annuity Trust of Aspasia F. Vahaviolos (12.30%) | 5,532,313 | 17.40% | 13D (active) amendment | Sep 10, 2026 |
| Thomas E. Lynch Joint filing with Mill Road Capital III, L.P. (6.10%), Mill Road Capital III GP LLC (6.10%) | 1,938,316 | 6.10% | 13D (active) amendment | Sep 16, 2026 |
| Sotirios J. Vahaviolos | 1,841,559 | – | 13G (passive) amendment | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 1,623,141 | 5.20% | 13G (passive) | Jun 30, 2025 |
| Kristy Kyriakopoulos | 1,617,006 | 5.12% | 13G (passive) amendment | Jul 8, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Mill Road Capital Management LLC | 1,929,509 | 6.06% | $33.71M | +58,929 | 16.64% |
| Dimensional Fund Advisors LP | 1,700,793 | 5.34% | $29.72M | −2,888 | 0.01% |
| Royce & Associates LP | 1,580,728 | 4.96% | $27.62M | +47,676 | 0.22% |
| Weber Capital Management LLC /Adv | 1,448,154 | 4.55% | $25.30M | −8,815 | 21.53% |
| BlackRock, Inc. | 1,166,197 | 3.66% | $20.37M | +306,745 | 0.00% |
| IES Holdings, Inc. | 1,124,235 | 3.53% | $19.64M | +3,690 | 6.32% |
| First Eagle Investment Management, LLC | 1,107,710 | 3.48% | $19.35M | +826,178 | 0.02% |
| Vanguard Capital Management LLC | 1,052,512 | 3.30% | $18.39M | +122,334 | 0.00% |
| Federated Hermes, Inc. | 656,032 | 2.06% | $11.46M | – | 0.02% |
| Geode Capital Management, LLC | 510,059 | 1.60% | $8.91M | +156,648 | 0.00% |
| Deutsche Bank AG\ | 389,488 | 1.22% | $6.80M | +10,034 | 0.00% |
| State Street Corp | 385,924 | 1.21% | $6.74M | +73,760 | 0.00% |
| Bridgeway Capital Management, LLC | 354,371 | 1.11% | $6.19M | – | 0.11% |
| Pacific Ridge Capital Partners, LLC | 282,880 | 0.89% | $4.94M | −2,394 | 0.90% |
| Acadian Asset Management LLC | 276,512 | 0.87% | $4.83M | +118,177 | 0.01% |
| Qube Research & Technologies Ltd | 275,749 | 0.87% | $4.82M | +57,703 | 0.00% |
| CSM Advisors, LLC | 267,586 | 0.84% | $4.67M | −295 | 0.10% |
| Clearline Capital LP | 267,460 | 0.84% | $4.67M | −286,629 | 0.28% |
| Essex Investment Management Co LLC | 257,127 | 0.81% | $4.49M | −11,440 | 0.59% |
| Algert Global LLC | 232,669 | 0.73% | $4.06M | +53,379 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 138 | 20M | 62.4% | 26 / 58 | 30 / 16 | 3M | 1M |
| Q1 2026 | 129 | 18M | 57.4% | 19 / 39 | 48 / 12 | 3M | 1M |
| Q4 2025 | 123 | 18M | 55.4% | 23 / 36 | 45 / 10 | 4M | 2M |
| Q3 2025 | 111 | 16M | 50.0% | 14 / 30 | 44 / 11 | 2M | 2M |
| Q2 2025 | 108 | 16M | 49.4% | 17 / 32 | 38 / 16 | 2M | 1M |
| Q1 2025 | 109 | 15M | 47.6% | 18 / 32 | 39 / 15 | 2M | 1M |
| Q4 2024 | 108 | 15M | 46.7% | 19 / 34 | 36 / 15 | 1M | 1M |
| Q3 2024 | 106 | 15M | 47.4% | 24 / 38 | 20 / 7 | 3M | 1M |
| Q2 2024 | 90 | 14M | 45.1% | 16 / 31 | 28 / 9 | 1M | 1M |
| Q1 2024 | 83 | 15M | 45.9% | 10 / 30 | 27 / 6 | 1M | 1M |
| Q4 2023 | 79 | 15M | 45.6% | 8 / 27 | 28 / 6 | 1M | 1M |
| Q3 2023 | 77 | 15M | 46.3% | 10 / 24 | 26 / 11 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
150 funds held MG in Q2 2026, 38% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of MG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 813,148 | 2.55% | $14.21M | 0.00% | Jun 30, 2026 |
| Royce Small-Cap Opportunity Fund | 556,302 | 1.75% | $9.72M | 0.69% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 536,690 | 1.69% | $8.16M | 0.28% | Jul 31, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 499,192 | 1.57% | $7.59M | 0.34% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 439,633 | 1.38% | $7.68M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 384,585 | 1.21% | $5.85M | 0.03% | Jul 31, 2026 |
| DWS Small Cap Core Fund | 372,214 | 1.17% | $6.50M | 0.56% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 238,101 | 0.75% | $3.62M | 0.02% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 225,494 | 0.71% | $3.94M | 0.16% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 214,613 | 0.67% | $3.75M | 0.00% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 204,045 | 0.64% | $3.10M | 0.02% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 190,734 | 0.60% | $2.90M | 0.01% | Jul 31, 2026 |
| Federated Hermes MDT Small Cap Growth Fund | 156,840 | 0.49% | $2.39M | 0.29% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 136,415 | 0.43% | $2.07M | 0.01% | Jul 31, 2026 |
| Knights of Columbus Small Cap Equity Fund | 129,884 | 0.41% | $1.98M | 0.94% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Natalia Shuman-Fabbri | President and CEO, Director | 123,780 | 0.39% | Sep 9, 2026 |
| Manuel N. Stamatakis | Executive Chairman, Director | 509,795 | 1.60% | Mar 10, 2026 |
| Gennaro A. D'Alterio | EVP, Chief Commercial Officer | 46,577 | 0.15% | Sep 22, 2026 |
| Eileen Mary Coggins | Chief Legal Officer | 13,364 | 0.04% | Sep 18, 2026 |
| Hanei Wail Hammad | EVP & Chief Operating Officer | 61,777 | 0.19% | Mar 26, 2026 |
| Edward J. Prajzner | Sr. EVP and CFO | 148,076 | 0.46% | Mar 23, 2026 |
| Michael C. Keefe | EVP, General Counsel | 91,558 | 0.29% | Mar 20, 2025 |
| Richard H. Glanton | Director | 71,241 | 0.22% | May 21, 2026 |
| Charles P. Pizzi | Director | 73,480 | 0.23% | May 21, 2026 |
| James J. Forese | Director | 177,043 | 0.56% | May 21, 2026 |
| Michelle Lohmeier | Director | 99,223 | 0.31% | May 21, 2026 |
| Nicholas Debenedictis | Director | 273,820 | 0.86% | May 21, 2026 |
| Aspasia Felice Vahaviolos | 10% owner | 2,160,790 | 6.78% | Oct 7, 2026 |
| Irrevocable Two-Year Grantor Retained Annuity Trust of Aspasia F. Vahaviolos 2025 | 10% owner | 5,334,100 | 16.75% | Sep 14, 2026 |
| Stephanie Athena Foglia | 10% owner | 5,758,374 | 18.08% | Sep 14, 2026 |
| Vahaviolos January 2023 2-Year Grantor Retained Annuity Trust Sotirios | 10% owner | 0 | – | Sep 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Gennaro A. D'Alterio EVP, Chief Commercial Officer | Sep 20, 2026 | Tax withholding | −662 | $20.75 | $13.74K | 46,577 |
| Eileen Mary Coggins Chief Legal Officer | Sep 18, 2026 | Tax withholding | −1,636 | $19.66 | $32.16K | 13,364 |
| Aspasia Felice Vahaviolos 10% owner | Sep 10, 2026 | Gift | +387,093 | – | – | 2,160,790 |
| Aspasia Felice Vahaviolos 10% owner | Sep 10, 2026 | Gift | +387,093 | – | – | 2,154,541 |
| Irrevocable Two-Year Grantor Retained Annuity Trust of Aspasia F. Vahaviolos 2025 10% owner | Sep 10, 2026 | Gift | −387,093 | – | – | 3,923,718 |
| Natalia Shuman-Fabbri President and CEO, Director | Sep 8, 2026 | Tax withholding | −2,410 | $19.42 | $46.80K | 123,780 |
| Stephanie Athena Foglia 10% owner | Jun 10, 2026 | Gift | −411,875 | – | – | 4,310,811 |
| Aspasia Felice Vahaviolos 10% owner | Jun 10, 2026 | Gift | +411,875 | – | – | 1,794,839 |
| Nicholas Debenedictis Director | May 19, 2026 | Award | +6,862 | – | – | 248,820 |
| Charles P. Pizzi Director | May 19, 2026 | Award | +6,862 | – | – | 73,480 |
| James J. Forese Director | May 19, 2026 | Award | +6,862 | – | – | 177,043 |
| Richard H. Glanton Director | May 19, 2026 | Award | +6,862 | – | – | 68,431 |
| Michelle Lohmeier Director | May 19, 2026 | Award | +6,862 | – | – | 99,223 |
| Stephanie Athena Foglia 10% owner | Apr 27, 2026 | Gift | −528,672 | – | – | 4,722,686 |
| Stephanie Athena Foglia 10% owner | Apr 17, 2026 | Sale | −1,000 | $18.00 | $18.00K | 1,692 |
| Hanei Wail Hammad EVP & Chief Operating Officer | Mar 26, 2026 | Tax withholding | −2,865 | $15.10 | $43.26K | 61,777 |
| Edward J. Prajzner Sr. EVP and CFO | Mar 22, 2026 | Tax withholding | −1,367 | $14.05 | $19.21K | 148,076 |
| Edward J. Prajzner Sr. EVP and CFO | Mar 16, 2026 | Tax withholding | −2,239 | $14.61 | $32.71K | 149,443 |
| Edward J. Prajzner Sr. EVP and CFO | Mar 7, 2026 | Tax withholding | −2,540 | $14.82 | $37.64K | 151,682 |
| Gennaro A. D'Alterio EVP, Chief Commercial Officer | Mar 4, 2026 | Tax withholding | −184 | $15.68 | $2.89K | 47,239 |
| Hanei Wail Hammad EVP & Chief Operating Officer | Mar 4, 2026 | Tax withholding | −337 | $15.68 | $5.28K | 64,642 |
| Edward J. Prajzner Sr. EVP and CFO | Mar 4, 2026 | Tax withholding | −698 | $15.68 | $10.94K | 154,222 |
| Manuel N. Stamatakis Executive Chairman, Director | Mar 4, 2026 | Tax withholding | −814 | $15.68 | $12.76K | 509,795 |
| Stephanie Athena Foglia 10% owner | Mar 3, 2026 | Sale | −1,000 | $15.50 | $15.50K | 2,692 |
| Edward J. Prajzner Sr. EVP and CFO | Feb 28, 2026 | Tax withholding | −1,303 | $15.28 | $19.91K | 154,920 |
| Gennaro A. D'Alterio EVP, Chief Commercial Officer | Feb 28, 2026 | Tax withholding | −655 | $15.28 | $10.01K | 48,285 |
| Gennaro A. D'Alterio EVP, Chief Commercial Officer | Feb 28, 2026 | Tax withholding | −862 | $15.28 | $13.17K | 47,423 |
| Hanei Wail Hammad EVP & Chief Operating Officer | Feb 25, 2026 | Award | +29,762 | – | – | 88,357 |
| Natalia Shuman-Fabbri President and CEO, Director | Feb 25, 2026 | Award | +101,190 | – | – | 126,190 |
| Manuel N. Stamatakis Executive Chairman, Director | Feb 25, 2026 | Award | +86,310 | – | – | 510,609 |
| Edward J. Prajzner Sr. EVP and CFO | Feb 25, 2026 | Award | +37,202 | – | – | 156,223 |
| Eileen Mary Coggins EVP, General Counsel | Feb 25, 2026 | Award | +7,242 | – | – | 22,242 |
| Hanei Wail Hammad EVP & Chief Operating Officer | Feb 25, 2026 | Award | +29,762 | – | – | 88,357 |
| Gennaro A. D'Alterio EVP, Chief Commercial Officer | Feb 25, 2026 | Award | +19,905 | – | – | 48,940 |
| Stephanie Athena Foglia 10% owner | Feb 3, 2026 | Sale | −1,000 | $14.60 | $14.60K | 3,692 |
| Stephanie Athena Foglia 10% owner | Jan 5, 2026 | Sale | −1,000 | $13.60 | $13.60K | 4,692 |
| Edward J. Prajzner Sr. EVP and CFO | Jan 5, 2026 | Tax withholding | −2,699 | $12.65 | $34.14K | 119,021 |
| Edward J. Prajzner Sr. EVP and CFO | Jan 5, 2026 | Tax withholding | −2,699 | $12.65 | $34.14K | 119,021 |
| Manuel N. Stamatakis Executive Chairman, Director | Jan 2, 2026 | Award | +40,000 | – | – | 424,299 |
| Manuel N. Stamatakis Executive Chairman, Director | Jan 2, 2026 | Award | +40,000 | – | – | 424,299 |
| Aspasia Felice Vahaviolos 10% owner | Dec 31, 2025 | Gift | +528,672 | – | – | 1,382,964 |
| Aspasia Felice Vahaviolos 10% owner | Dec 31, 2025 | Gift | −5,251,358 | – | – | 854,292 |
| Charles P. Pizzi Director | Dec 4, 2025 | Gift | −2,150 | – | – | 66,618 |
| Gennaro A. D'Alterio EVP, Chief Commercial Officer | Sep 24, 2025 | Tax withholding | −475 | $9.53 | $4.53K | 29,035 |
| Eileen Mary Coggins EVP & Chief Legal Officer | Sep 15, 2025 | Award | +15,000 | – | – | 15,000 |
| Eileen Mary Coggins EVP & Chief Legal Officer | Sep 15, 2025 | Buy | +15,000 | $9.55 | $143.25K | 15,000 |
| Natalia Shuman-Fabbri President and CEO, Director | Sep 8, 2025 | Award | +25,000 | – | – | 25,000 |
| Vahaviolos January 2023 2-Year Grantor Retained Annuity Trust Sotirios 10% owner | Jul 2, 2025 | Gift | −4,685,578 | – | – | 0 |
| Aspasia Felice Vahaviolos 10% owner | Jul 2, 2025 | Inheritance | +2,217,087 | – | – | 6,105,650 |
| Manuel N. Stamatakis Executive Chairman, Director | Jun 5, 2025 | Buy | +10,000 | $7.71 | $77.10K | 384,299 |
| Michelle Lohmeier Director | May 19, 2025 | Award | +14,447 | – | – | 92,361 |
| Nicholas Debenedictis Director | May 19, 2025 | Award | +14,447 | – | – | 241,958 |
| Richard H. Glanton Director | May 19, 2025 | Award | +14,447 | – | – | 61,569 |
| James J. Forese Director | May 19, 2025 | Award | +14,447 | – | – | 170,181 |
| Charles P. Pizzi Director | May 19, 2025 | Award | +14,447 | – | – | 68,768 |
| Hanei Wail Hammad EVP & Chief Operating Officer | Mar 25, 2025 | Tax withholding | −6,384 | $10.79 | $68.88K | 58,595 |
| Hanei Wail Hammad EVP & Chief Operating Officer | Mar 25, 2025 | Returned to company | −6,384 | $10.79 | $68.88K | 58,595 |
| Nicholas Debenedictis Director | Mar 20, 2025 | Buy | +1,038 | $10.01 | $10.39K | 227,511 |
| Gennaro A. D'Alterio EVP, Chief Commercial Officer | Mar 19, 2025 | Tax withholding | −655 | $9.84 | $6.45K | 29,510 |
| Manuel N. Stamatakis Executive Chairman, Director | Mar 19, 2025 | Buy | +10,000 | $9.95 | $99.50K | 374,299 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
6.08%
1M shares short
Days to cover
1.8
At 0M shares a day
Change since last report
-16.7%
From 1M shares
Short volume, 20 days
35.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Mistras's stock actually held short. Settlement fails (shares not delivered on time) peaked at 3,849 shares on Sep 15, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael J. Lange Officer | Sep 16, 2024 | 100,000 | $5.45M | Sep 16, 2024 | COMPENSATION |
| Richard H. Glanton Director | Jun 20, 2024 | 1,000 | $7.84K | Jun 20, 2024 | Directors Compensation |
| Richard H. Glanton Director | Jun 18, 2024 | 20,000 | $161.60K | Jun 18, 2024 | Directors Compensation |
| Michael J. Lange Officer | May 24, 2024 | 10,000 | $86.00K | May 23, 2024 | PERFORMANCE SHARES |
| Michael J. Lange Director | Mar 14, 2024 | 5,338 | $44.04K | Mar 14, 2024 | PERFORMANCE SHARES |
| Michael J. Lange Officer | Mar 12, 2024 | 5,000 | $41.25K | Mar 12, 2024 | PERFORMANCE SHARES |
| John Anthony Smith Officer | Nov 15, 2023 | 10,018 | $62.98K | Nov 14, 2023 | RESTRICTED STOCK |
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