MIDDLEBY CORP (MIDD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
417
Reporting holders
$7.0B
Reported value
90.5%
Of shares outstanding
0.3%
Held as options
+33
Holder change
Institutions report 40,947,118 shares against 45,222,349 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $676.0M | 3,930,209 | 0.01% | 8q | -7.6%-$55.4M |
| Garden Investment Management, L.P. | $581.3M | 3,379,737 | 72.86% | 7q | HELD |
| JPMORGAN CHASE & CO | $423.4M | 2,444,717 | 0.02% | 31q | +3.3%+$13.4M |
| Invesco Ltd. | $323.4M | 1,880,180 | 0.03% | 31q | +35.9%+$85.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $320.0M | 1,860,358 | 0.01% | 2q | -9.4%-$33.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $304.6M | 1,770,556 | 0.01% | 2q | -10.3%-$35.1M |
| ARIEL INVESTMENTS, LLC | $282.8M | 1,644,006 | 2.82% | 26q | +4.4%+$12.0M |
| FMR LLC | $231.9M | 1,348,090 | 0.01% | 31q | +4205.8%+$226.5M |
| STATE STREET CORP | $229.3M | 1,333,186 | 0.01% | 31q | -6.4%-$15.7M |
| DIMENSIONAL FUND ADVISORS LP | $228.3M | 1,326,986 | 0.04% | 31q | +19.6%+$37.3M |
| EARNEST PARTNERS LLC | $218.9M | 1,272,385 | 0.79% | 8q | -1.5%-$3.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $197.6M | 1,148,400 | 0.01% | 31q | +24.1%+$38.4M |
| BANK OF AMERICA CORP /DE/ | $138.8M | 806,947 | 0.01% | 31q | -5.4%-$7.9M |
| SEI INVESTMENTS CO | $131.5M | 764,765 | 0.12% | 31q | -4.8%-$6.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $130.0M | 755,818 | 0.02% | 31q | -37.0%-$76.4M |
| COOKE & BIELER LP | $108.7M | 631,996 | 1.26% | 3q | +15.0%+$14.2M |
| AMERIPRISE FINANCIAL INC | $103.4M | 601,107 | 0.02% | 31q | -52.2%-$112.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $102.6M | 596,654 | 0.05% | 8q | +5.9%+$5.7M |
| TURTLE CREEK ASSET MANAGEMENT INC. | $101.1M | 730,564 | 3.95% | 31q | -22.6%-$29.5M |
| Select Equity Group, L.P. | $97.8M | 568,621 | 0.48% | 21q | -62.1%-$160.3M |
| Quantinno Capital Management LP | $96.8M | 563,023 | 0.12% | 10q | +95.2%+$47.2M |
| GOLDMAN SACHS GROUP INC | $92.2M | 535,969 | 0.01% | 31q | +499.0%+$76.8M |
| MORGAN STANLEY | $83.6M | 486,167 | 0.00% | 35q | -12.9%-$12.4M |
| BANK OF MONTREAL /CAN/ | $78.7M | 457,742 | 0.03% | 31q | HELD |
| Boston Partners | $73.1M | 426,152 | 0.06% | 21q | +18.4%+$11.4M |
| RENAISSANCE TECHNOLOGIES LLC | $72.4M | 420,670 | 0.10% | 6q | +104.9%+$37.1M |
| D. E. Shaw & Co., Inc. | $72.0M | 418,808 | 0.03% | 31q | -46.4%-$62.3M |
| Bank of New York Mellon Corp | $69.0M | 401,153 | 0.01% | 31q | -6.9%-$5.1M |
| NORTHERN TRUST CORP | $65.4M | 380,171 | 0.01% | 31q | -8.9%-$6.4M |
| UBS Group AG | $54.1M | 314,658 | 0.01% | 31q | -23.9%-$17.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53.9M | 313,633 | 0.01% | 31q | -7.5%-$4.4M |
| Sixth Street Partners Management Company, L.P. | $53.9M | 313,633 | 0.01% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $45.2M | 262,826 | 0.01% | 2q | -8.7%-$4.3M |
| Clarkston Capital Partners, LLC | $41.9M | 243,851 | 3.54% | 7q | -15.8%-$7.9M |
| CITADEL ADVISORS LLC | $40.6M | 215,048 | 0.00% | 31q | +293.2%+$30.3M |
| MARSHALL WACE, LLP | $40.1M | 233,077 | 0.03% | 6q | +41.2%+$11.7M |
| NEUBERGER BERMAN GROUP LLC | $36.6M | 212,561 | 0.02% | 31q | -33.1%-$18.1M |
| MILLENNIUM MANAGEMENT LLC | $33.6M | 195,321 | 0.01% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $31.6M | 182,448 | 0.01% | 8q | +20.9%+$5.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $30.5M | 177,146 | 0.04% | 31q | HELD |
| Corient Private Wealth LP | $30.0M | 174,342 | 0.02% | 15q | +248.9%+$21.4M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $28.0M | 162,870 | 0.14% | new | NEW |
| Ancora Advisors LLC | $26.8M | 155,785 | 0.52% | 6q | +23.1%+$5.0M |
| Russell Investments Group, Ltd. | $26.3M | 152,607 | 0.02% | 31q | -34.1%-$13.6M |
| Medina Value Partners, LLC | $24.1M | 139,976 | 4.72% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $23.9M | 138,691 | 0.04% | 17q | -6.2%-$1.6M |
| NORGES BANK | $23.8M | 138,252 | 0.00% | 32q | -52.5%-$26.2M |
| WELLS FARGO & COMPANY/MN | $22.3M | 129,883 | 0.00% | 31q | -48.3%-$20.9M |
| SOROS FUND MANAGEMENT LLC | $21.3M | 124,000 | 0.26% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $19.9M | 115,789 | 0.00% | 31q | -6.2%-$1.3M |
| RHUMBLINE ADVISERS | $19.7M | 114,714 | 0.01% | 31q | -9.7%-$2.1M |
| Verition Fund Management LLC | $19.1M | 111,018 | 0.05% | 8q | +171.3%+$12.1M |
| Gotham Asset Management, LLC | $18.9M | 109,710 | 0.04% | 11q | +662.0%+$16.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.1M | 29,226 | 0.00% | 31q | -14.5%-$3.1M |
| Impax Asset Management Group plc | $17.7M | 102,869 | 0.12% | 15q | -2.9%-$532.2K |
| Allspring Global Investments Holdings, LLC | $17.7M | 102,884 | 0.03% | 3q | +24.5%+$3.5M |
| California Public Employees Retirement System | $16.5M | 96,064 | 0.01% | 31q | +4.0%+$637.5K |
| PRINCIPAL FINANCIAL GROUP INC | $16.2M | 94,464 | 0.01% | 26q | -8.8%-$1.6M |
| CAPITAL FUND MANAGEMENT S.A. | $15.7M | 91,476 | 0.07% | new | NEW |
| Holocene Advisors, LP | $15.4M | 89,370 | 0.03% | 10q | +279.8%+$11.3M |
| Swiss National Bank | $14.5M | 84,200 | 0.01% | 31q | -11.0%-$1.8M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $14.3M | 82,969 | 0.24% | 4q | +5.7%+$765.3K |
| AQR CAPITAL MANAGEMENT LLC | $12.9M | 75,286 | 0.00% | 31q | -74.4%-$37.6M |
| Qube Research & Technologies Ltd | $12.6M | 73,246 | 0.01% | 2q | -10.1%-$1.4M |
| Nuveen, LLC | $11.9M | 69,276 | 0.00% | 6q | -28.0%-$4.6M |
| Retirement Systems of Alabama | $11.8M | 68,776 | 0.04% | 25q | -16.7%-$2.4M |
| Mountaineer Partners Management, LLC | $11.6M | 67,536 | 8.45% | new | NEW |
| DRW Securities, LLC | $11.2M | 65,098 | 0.27% | 3q | +185.4%+$7.3M |
| Leith Wheeler Investment Counsel Ltd. | $11.0M | 64,105 | 0.84% | 31q | -0.9%-$98.6K |
| Edgestream Partners, L.P. | $10.9M | 63,310 | 0.32% | new | NEW |
| JUPITER ASSET MANAGEMENT LTD | $10.1M | 58,570 | 0.05% | 2q | -16.3%-$2.0M |
| BARCLAYS PLC | $10.1M | 58,527 | 0.00% | 31q | -15.9%-$1.9M |
| Legal & General Group Plc | $9.6M | 55,742 | 0.00% | 31q | -11.5%-$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $9.2M | 53,760 | 0.00% | 31q | -12.1%-$1.3M |
| GABELLI FUNDS LLC | $8.6M | 50,000 | 0.05% | 31q | HELD |
| FRANKLIN RESOURCES INC | $8.2M | 47,838 | 0.00% | 22q | -88.2%-$61.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.3M | 42,513 | 0.01% | 25q | -37.4%-$4.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $7.2M | 41,729 | 0.00% | 2q | -2.1%-$155.3K |
| FIRST TRUST ADVISORS LP | $7.1M | 41,325 | 0.00% | 25q | +958.8%+$6.4M |
| ALLIANCEBERNSTEIN L.P. | $6.9M | 51,964 | 0.00% | 31q | -9.2%-$698.3K |
| RAYMOND JAMES FINANCIAL INC | $6.7M | 39,194 | 0.00% | 7q | -61.4%-$10.7M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6.6M | 38,556 | 0.01% | 31q | -2.0%-$137.6K |
| ROYAL BANK OF CANADA | $6.5M | 37,855 | 0.00% | 31q | +1070.5%+$6.0M |
| Freestone Grove Partners LP | $6.5M | 37,809 | 0.04% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $6.4M | 37,459 | 0.00% | 15q | +14.2%+$801.1K |
| CITIGROUP INC | $6.2M | 36,324 | 0.00% | 31q | +258.6%+$4.5M |
| Pacific Capital Partners Ltd | $6.0M | 34,701 | 5.16% | 4q | -26.8%-$2.2M |
| Broyhill Asset Management, LLC | $5.8M | 33,864 | 2.59% | 4q | +39.8%+$1.7M |
| HEARTLAND ADVISORS INC | $5.6M | 32,599 | 0.25% | 11q | HELD |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.5M | 31,994 | 0.18% | 31q | HELD |
| PNC Financial Services Group, Inc. | $5.0M | 29,019 | 0.00% | 31q | HELD |
| Mayar Capital Ltd. | $4.5M | 26,200 | 5.06% | 2q | -7.1%-$344.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.5M | 26,044 | 0.00% | 7q | +144.7%+$2.6M |
| Trexquant Investment LP | $4.4M | 25,759 | 0.03% | 2q | -74.7%-$13.1M |
| Bridgewater Associates, LP | $4.2M | 24,211 | 0.02% | new | NEW |
| NATIXIS | $4.1M | 24,033 | 0.02% | new | NEW |
| FIFTH THIRD BANCORP | $4.1M | 23,581 | 0.01% | 31q | -27.3%-$1.5M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $4.0M | 23,142 | 0.04% | 8q | +4.8%+$181.3K |
| GHP Investment Advisors, Inc. | $4.0M | 23,027 | 0.15% | 10q | +6.7%+$248.4K |
| Louisiana State Employees Retirement System | $3.9M | 25,600 | 0.03% | 25q | +91.0%+$1.8M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Capital Management | 4.8% |
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 | 417 | $7.0B | 40,947,118 | 82 | 107 | 146 | 0.3% |
| Q1 2026 | 384 | $5.4B | 40,913,293 | 59 | 139 | 106 | 0.2% |
| Q4 2025 | 373 | $6.6B | 44,024,030 | 47 | 107 | 153 | 0.6% |
| Q3 2025 | 385 | $6.6B | 49,640,951 | 59 | 93 | 158 | 0.3% |
| Q2 2025 | 385 | $8.0B | 52,008,260 | 62 | 115 | 131 | 6.6% |
| Q1 2025 | 368 | $8.5B | 52,666,564 | 62 | 116 | 109 | 6.3% |
| Q4 2024 | 354 | $8.0B | 55,888,547 | 39 | 97 | 118 | 5.5% |
| Q3 2024 | 350 | $7.8B | 54,890,157 | 61 | 111 | 103 | 2.3% |
| Q2 2024 | 324 | $7.0B | 55,540,813 | 46 | 110 | 98 | 2.3% |
| Q1 2024 | 332 | $9.2B | 56,370,513 | 48 | 115 | 87 | 1.9% |
| Q4 2023 | 303 | $8.2B | 54,440,563 | 36 | 92 | 102 | 1.7% |
| Q3 2023 | 302 | $6.5B | 50,262,810 | 33 | 97 | 98 | 1.1% |
| Q2 2023 | 311 | $7.4B | 49,116,889 | 36 | 94 | 107 | 2.2% |
| Q1 2023 | 300 | $7.6B | 50,243,713 | 39 | 98 | 81 | 1.9% |
| Q4 2022 | 259 | $6.1B | 45,164,275 | 37 | 62 | 89 | 1.6% |
| Q3 2022 | 328 | $7.1B | 54,551,212 | 37 | 91 | 119 | 1.0% |
| Q2 2022 | 337 | $6.9B | 54,365,275 | 31 | 90 | 132 | 0.6% |
| Q1 2022 | 386 | $9.1B | 54,925,652 | 55 | 100 | 133 | 0.5% |
| Q4 2021 | 378 | $10.9B | 54,912,014 | 43 | 114 | 98 | 0.8% |
| Q3 2021 | 367 | $9.5B | 55,303,301 | 38 | 116 | 109 | 0.5% |
| Q2 2021 | 377 | $9.8B | 56,458,512 | 58 | 114 | 107 | 0.5% |
| Q1 2021 | 355 | $9.1B | 54,870,855 | 61 | 94 | 115 | 0.2% |
| Q4 2020 | 335 | $7.8B | 59,792,236 | 54 | 78 | 123 | 1.5% |
| Q3 2020 | 294 | $5.7B | 63,047,268 | 32 | 93 | 95 | 0.6% |
| Q2 2020 | 308 | $4.8B | 60,238,477 | 70 | 74 | 111 | 0.7% |
| Q1 2020 | 317 | $3.2B | 56,444,750 | 38 | 111 | 109 | 0.5% |
| Q4 2019 | 385 | $6.0B | 54,377,204 | 54 | 111 | 115 | 0.5% |
| Q3 2019 | 349 | $6.5B | 55,328,937 | 38 | 105 | 117 | 0.8% |
| Q2 2019 | 384 | $7.6B | 55,648,371 | 55 | 126 | 103 | 0.5% |
| Q1 2019 | 377 | $7.6B | 57,991,298 | 56 | 95 | 132 | 0.4% |
| Q4 2018 | 347 | $6.2B | 59,739,976 | 8 | 8 | 3 | 0.3% |