MATRIX ASSET ADVISORS INC/NY
All 13F Filings
- Location
- White Plains, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,213,485
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 100 | 1,213,485 | 13F-HR | MATRIX ASSET ADVISORS INC/NY |
| Q2 2026 | 7/15/2026 | 106 | 1,229,783 | 13F-HR | MATRIX ASSET ADVISORS INC/NY |
| Q1 2026 | 4/22/2026 | 105 | 1,090,209 | 13F-HR | MATRIX ASSET ADVISORS INC/NY |
| Q4 2025 | 1/16/2026 | 107 | 1,112,630 | 13F-HR | MATRIX ASSET ADVISORS INC/NY |
| Q3 2025 | 10/14/2025 | 107 | 1,078,106 | 13F-HR | MATRIX ASSET ADVISORS INC/NY |
| Q2 2025 | 7/25/2025 | 108 | 988,330 | 13F-HR | MATRIX ASSET ADVISORS INC/NY |
| Q2 2014 | 8/11/2014 | 79 | 879,190 | 13F-HR | MATRIX ASSET ADVISORS INC/NY |
| Q1 2014 | 5/8/2014 | 80 | 835,760 | 13F-HR | MATRIX ASSET ADVISORS INC/NY |
| Q4 2013 | 2/7/2014 | 77 | 823,912 | 13F-HR | MATRIX ASSET ADVISORS INC/NY |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.084 M | 89.3% | 0 | 18.78 K | -18.78 K |
| ETFs | 129.6 K | 10.7% | 2.477 K | 0 | 2.477 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
1,213,485
Holdings
100
QoQ value change ($000)
-16,298
(-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.