MiddlebyMIDD

13F holders, Q1 2024 (March 31)
370holders
7famous investors
$160.68avg. 13F price*

At the end of Q1 2024, 370 institutions reported holding Middleby Corp. (MIDD) in their 13F filings. The largest holders were Select Equity Group, L.P. ($886.5M), Vanguard Group Inc. ($822.2M) and BlackRock Inc. ($724.4M). 7 famous investors held it, including John W. Rogers Jr. (0.5% of Ariel Investments's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Middleby Corp.
CUSIP
596278101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 370Q1 2024Q2 2024: 358Q2 2024Q3 2024: 388Q3 2024Q4 2024: 393Q4 2024Q1 2025: 411Q1 2025Q2 2025: 426Q2 2025Q3 2025: 425Q3 2025Q4 2025: 414Q4 2025Q1 2026: 420Q1 2026Q2 2026: 452Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions50$106.9M
Exits24$22.8M

Ownership 370 holders

Select Equity Group, L.P. 3.20% Add +11.3% 5,513,404 $886.5M
Vanguard Group Inc. 0.02% Add +0.3% 5,113,286 $822.2M
BlackRock Inc. 0.02% Add +1.1% 4,505,270 $724.4M
Wellington Management Group LLP 0.12% Add +2.7% 4,074,049 $655.1M
JPMorgan Chase & Co. 0.04% Reduce -5.8% 2,996,206 $481.8M
Victory Capital Management Inc. 0.44% Add +0.3% 2,772,052 $445.7M
EdgePoint Investment Group Inc. 2.57% Add +1.0% 1,998,522 $321.3M
State Street Corp. 0.01% Add +2.9% 1,562,510 $251.2M
Turtle Creek Asset Management Inc. 6.12% Reduce -3.3% 1,560,295 $250.9M
T. Rowe Price Associates Inc. 0.03% Add +0.8% 1,450,221 $233.2M
Bank of America Corp. 0.02% Add +13.6% 1,417,861 $228.0M
Nordea Investment Management AB 0.23% Reduce -27.1% 1,236,915 $197.6M
Fiera Capital Corp 0.53% Add +3.8% 1,121,550 $180.3M
Morgan Stanley 0.01% Add +7.1% 1,105,877 $177.8M
Alliancebernstein L.P. 0.06% Reduce -0.4% 1,048,824 $168.6M
Sarasin & Partners LLP 1.44% Reduce -0.2% 911,502 $146.6M
Geode Capital Management, LLC 0.01% Add +3.8% 904,270 $145.4M
Bank of Montreal 0.04% Reduce -1.8% 696,509 $111.2M
Dimensional Fund Advisors LP 0.03% Add +1.8% 628,833 $101.1M
PineStone Asset Management Inc. 1.40% Add +10.8% 547,611 $88.1M
Principal Financial Group Inc. 0.05% Add +177.6% 546,320 $87.8M
Boston Partners 0.09% Reduce -2.6% 492,948 $79.2M
American Century Companies Inc. 0.05% Add +1.2% 455,603 $73.3M
Oldfield Partners LLP 9.40% Add +23.5% 434,261 $69.8M
Bank of New York Mellon Corp 0.01% Reduce -3.5% 431,300 $69.3M
ArrowMark Colorado Holdings LLC 0.73% Add +4.8% 403,543 $64.9M
Epoch Investment Partners, Inc. 0.26% Add +421.5% 356,714 $57.4M
Northern Trust Corp. 0.01% Reduce -11.0% 342,878 $55.1M
Charles Schwab Investment Management Inc. 0.01% Add +1.8% 336,217 $54.1M
Ariel Investments 0.51% Add +8.5% 322,823 $51.9M
Credential Qtrade Securities Inc. 2.48% Add +5.9% 286,800 $46.1M
T. Rowe Price Investment Management, Inc. 0.03% Add +21.9% 284,514 $45.7M
HighTower Advisors, LLC 0.07% Add +0.2% 252,282 $40.6M
Deutsche Bank AG 0.02% Reduce -10.8% 244,503 $39.3M
Manufacturers Life Insurance Company, The 0.04% Add +1.1% 237,332 $38.2M
Citigroup Inc. 0.03% Add +32.4% 197,110 $31.7M
California Public Employees Retirement System 0.02% Add +0.6% 185,123 $29.8M
Lazard Asset Management LLC 0.04% Reduce -33.1% 182,976 $29.4M
Thrivent Financial for Lutherans 0.06% Reduce -12.0% 179,268 $28.8M
Clark Capital Management Group, Inc. 0.21% Add +1.1% 175,505 $28.2M
Nuveen Asset Management, LLC 0.01% Add +32.2% 171,600 $27.6M
Point72 Asset Management 0.08% Reduce -43.5% 165,848 $26.7M
Loomis Sayles & Co. L P 0.04% Reduce -0.3% 159,139 $25.6M
Invesco Ltd. 0.01% Add +69.8% 155,167 $24.9M
Impax Asset Management Group plc 0.09% Reduce -7.8% 152,229 $24.5M
Dixon Mitchell Investment Counsel Inc. 1.20% Reduce -2.5% 149,904 $24.1M
Rhumbline Advisers 0.02% Reduce -4.0% 147,377 $23.7M
First Trust Advisors LP 0.02% Reduce -11.6% 126,569 $20.4M
Jane Street Group, LLC 0.03% Add +34.9% 125,847 $20.2M
TD Asset Management Inc 0.02% New 121,279 $19.5M
Norges Bank 0.00% Add +5.9% 116,609 $18.7M
Cardinal Capital Management LLC 0.92% Reduce -3.5% 113,698 $18.3M
Barclays PLC 0.01% Add +2.1% 111,101 $17.9M
Ameriprise Financial Inc. 0.00% Reduce -60.0% 108,080 $17.4M
Swiss National Bank 0.01% Add +0.2% 105,800 $17.0M
Portman Square Capital LLP 17.03% Add +131.3% 102,995 $16.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -0.1% 91,655 $14.7M
Squarepoint Ops LLC 0.06% Reduce -36.6% 88,555 $14.2M
D. E. Shaw & Co. 0.02% Reduce -30.8% 87,223 $14.0M
Envestnet Asset Management Inc. 0.01% Add +73.8% 86,816 $14.0M
Westwood Holdings Group Inc. 0.11% New 86,367 $13.9M
Vident Advisory, LLC 0.29% Add +10.8% 86,313 $13.9M
Legal & General Group Plc 0.00% Add +1.2% 81,776 $13.1M
Retirement Systems of Alabama 0.05% Add +10.1% 73,925 $11.9M
American International Group, Inc. 0.04% Reduce -2.0% 70,952 $11.4M
Advantage Alpha Capital Partners LP 2.14% Reduce -14.3% 70,927 $11.4M
Great Lakes Advisors, LLC 0.10% Reduce -0.4% 70,371 $11.3M
PNC Financial Services Group, Inc. 0.01% Add +36.6% 67,403 $10.8M
Canoe Financial LP 0.18% New 67,039 $10.8M
Schonfeld Strategic Advisors LLC 0.08% Reduce -11.4% 64,659 $10.4M
Amundi 0.00% New 73,592 $10.4M
Burney Co./ 0.39% Reduce -1.8% 64,243 $10.3M
Wells Fargo & Company 0.00% Add +2.3% 63,763 $10.3M
Sei Investments Co. 0.01% Add +11.7% 59,913 $9.6M
Balyasny Asset Management L.P. 0.03% Reduce -87.7% 59,581 $9.6M
FMR LLC 0.00% Add +662.3% 58,093 $9.3M
Trillium Asset Management, LLC 0.23% Add +2.5% 56,278 $9.0M
Stone Run Capital, LLC 3.45% Add +10.4% 56,075 $9.0M
Credit Suisse AG/ 0.01% Add +1.5% 54,036 $8.7M
California State Teachers Retirement System 0.01% Reduce -5.2% 53,858 $8.7M
New York State Teachers Retirement System 0.02% Add +0.4% 53,518 $8.6M
Addenda Capital Inc. 0.32% Reduce -4.7% 53,133 $8.5M
State Board of Administration of Florida Retirement System 0.02% Add +18.4% 56,484 $8.3M
State of Wisconsin Investment Board 0.02% Reduce -11.0% 50,715 $8.2M
Franklin Resources Inc. 0.00% Add +1.2% 50,078 $8.1M
Gabelli Funds LLC 0.06% No change 50,000 $8.0M
S&co Inc. 0.56% Add +16.0% 49,315 $7.9M
Leith Wheeler Investment Counsel Ltd. 0.76% Add +0.1% 48,564 $7.8M
New York State Common Retirement Fund 0.01% Reduce -6.2% 48,555 $7.8M
Zimmer Partners, LP 0.17% New 48,490 $7.8M
Texas Permanent School Fund Corp. 0.06% Add +1.3% 46,913 $7.5M
Hunter Perkins Capital Management, LLC 1.54% Reduce -3.4% 46,830 $7.5M
Heartland Advisors Inc. 0.39% Add +49.0% 45,684 $7.3M
Interval Partners, LP 0.27% New 44,735 $7.2M
AQR Capital Management 0.01% Reduce -17.8% 43,802 $7.0M
Boston Trust Walden Corp 0.05% Add +2.1% 43,591 $7.0M
BNP Paribas Financial Markets 0.01% Add +18.3% 42,801 $6.9M
Goldman Sachs Group Inc. 0.00% Add +5.2% 42,202 $6.8M
Holocene Advisors, LP 0.03% New 42,190 $6.8M
Fred Alger Management, LLC 0.03% Reduce -3.1% 40,642 $6.5M

"% of holder's portfolio" is MIDD's weight in each manager's 13F, not the share of Middleby Corp. the manager owns.

Show all 370 holders