MiddlebyMIDD

13F holders, Q2 2024 (June 30)
358holders −12
49new positions
60sold out
7famous investors
$122.74avg. 13F price*

At the end of Q2 2024, 358 institutions reported holding Middleby Corp. (MIDD) in their 13F filings, down 12 from Q1 2024. 49 opened new positions and 60 sold out. The largest holders were Select Equity Group, L.P. ($779.8M), Vanguard Group Inc. ($631.4M) and BlackRock Inc. ($551.9M). 7 famous investors held it, including John W. Rogers Jr. (0.7% of Ariel Investments's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions49$65.4M
Exits60$208.3M

All 13F filers, Q1 2024 → Q2 2024: 5,038,279 shares bought and 4,221,513 shares sold, net +816,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 358 holders

Select Equity Group, L.P. 3.09% Add +15.4% 6,360,288 $779.8M
Vanguard Group Inc. 0.01% Add +0.7% 5,149,826 $631.4M
BlackRock Inc. 0.01% Reduce -0.1% 4,501,504 $551.9M
Wellington Management Group LLP 0.09% Add +5.8% 4,309,714 $528.4M
Victory Capital Management Inc. 0.36% Add +3.2% 2,860,055 $350.7M
JPMorgan Chase & Co. 0.03% Reduce -7.0% 2,786,476 $341.6M
EdgePoint Investment Group Inc. 2.02% Reduce -2.4% 1,950,207 $239.1M
Turtle Creek Asset Management Inc. 5.56% Add +12.9% 1,761,895 $216.0M
State Street Corp. 0.01% Reduce -0.5% 1,554,118 $190.6M
T. Rowe Price Associates Inc. 0.02% Reduce -0.2% 1,447,062 $177.4M
Bank of America Corp. 0.02% Reduce -7.8% 1,307,811 $160.4M
Morgan Stanley 0.01% Reduce -8.2% 1,015,241 $124.5M
Pacer Advisors, Inc. 0.28% Add +11853.1% 967,365 $118.6M
Alliancebernstein L.P. 0.04% Reduce -8.1% 964,123 $118.2M
Geode Capital Management, LLC 0.01% Add +2.6% 927,670 $113.8M
Sarasin & Partners LLP 1.01% Add +1.6% 925,915 $113.5M
Nordea Investment Management AB 0.13% Reduce -27.8% 893,261 $111.2M
Dimensional Fund Advisors LP 0.03% Add +43.6% 903,346 $110.8M
Bank of Montreal 0.03% Reduce -3.0% 675,525 $90.1M
Principal Financial Group Inc. 0.05% Add +30.6% 713,618 $87.5M
PineStone Asset Management Inc. 0.68% Reduce -5.1% 519,775 $63.7M
Bank of New York Mellon Corp 0.01% Add +18.8% 512,401 $62.8M
Ariel Investments 0.68% Add +58.0% 510,127 $62.5M
Epoch Investment Partners, Inc. 0.27% Add +35.2% 482,389 $59.1M
Fiera Capital Corp 0.18% Reduce -57.5% 476,455 $58.4M
ArrowMark Colorado Holdings LLC 0.67% Add +13.3% 457,302 $56.1M
Boston Partners 0.07% Reduce -12.8% 429,939 $52.7M
Northern Trust Corp. 0.01% Add +10.6% 379,160 $46.5M
Charles Schwab Investment Management Inc. 0.01% Add +1.6% 341,715 $41.9M
Oldfield Partners LLP 7.59% Reduce -24.6% 327,636 $40.2M
American Century Companies Inc. 0.02% Reduce -32.0% 309,746 $38.0M
Aviso Financial Inc. 2.06% — 300,910 $36.9M
Deutsche Bank AG 0.01% Add +4.9% 256,405 $31.4M
Manufacturers Life Insurance Company, The 0.03% Add +0.3% 237,974 $29.2M
Invesco Ltd. 0.01% Add +46.7% 227,618 $27.9M
Nuveen Asset Management, LLC 0.01% Add +28.8% 220,982 $27.1M
Rivulet Capital, LLC 1.87% New 220,000 $27.0M
Amundi 0.01% Add +194.9% 217,041 $26.3M
Dixon Mitchell Investment Counsel Inc. 1.31% Add +40.9% 211,275 $26.2M
Jane Street Group, LLC 0.03% Add +52.3% 191,664 $23.5M
California Public Employees Retirement System 0.02% Add +2.3% 189,420 $23.2M
Lazard Asset Management LLC 0.03% Reduce -2.5% 178,390 $21.9M
TD Asset Management Inc 0.02% Add +46.8% 178,064 $21.8M
Impax Asset Management Group plc 0.09% Add +14.5% 174,349 $21.4M
HighTower Advisors, LLC 0.03% Reduce -37.5% 157,781 $19.3M
Millennium Management 0.02% Add +2597.4% 147,627 $18.1M
Rhumbline Advisers 0.02% Reduce -0.2% 147,074 $18.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +49.8% 137,302 $16.8M
D. E. Shaw & Co. 0.02% Add +46.6% 127,871 $15.7M
Squarepoint Ops LLC 0.06% Add +39.5% 123,500 $15.1M
First Trust Advisors LP 0.01% Reduce -9.7% 114,290 $14.0M
Norges Bank 0.00% Reduce -4.0% 111,977 $13.7M
Ameriprise Financial Inc. 0.00% Add +0.3% 108,451 $13.3M
DLD Asset Management, LP 26.80% New 108,260 $13.3M
Distillate Capital Partners LLC 0.69% — 106,697 $13.1M
Swiss National Bank 0.01% Reduce -0.4% 105,400 $12.9M
Westwood Holdings Group Inc. 0.10% Add +11.7% 96,482 $11.8M
Barclays PLC 0.01% Reduce -14.6% 94,842 $11.6M
Canoe Financial LP 0.20% No change 67,039 $10.8M
Envestnet Asset Management Inc. 0.00% Reduce -1.1% 85,905 $10.5M
Legal & General Group Plc 0.00% Add +0.5% 82,153 $10.1M
Sei Investments Co. 0.01% Add +27.4% 76,345 $9.4M
PNC Financial Services Group, Inc. 0.01% Add +5.0% 70,754 $8.7M
Advantage Alpha Capital Partners LP 1.88% Reduce -0.7% 70,407 $8.6M
Corebridge Financial, Inc. 0.05% — 68,006 $8.3M
Wells Fargo & Company 0.00% Add +5.4% 67,188 $8.2M
Great Lakes Advisors, LLC 0.07% Reduce -4.6% 67,141 $8.2M
S&co Inc. 0.57% Add +35.1% 66,625 $8.2M
Olstein Capital Management, L.P. 1.45% Add +75.0% 66,500 $8.2M
Retirement Systems of Alabama 0.03% Reduce -10.2% 66,363 $8.1M
Macquarie Group Ltd. 0.01% Add +179.3% 63,798 $7.8M
Burney Co./ 0.29% Reduce -2.3% 62,794 $7.7M
AQR Capital Management 0.01% Add +41.6% 62,030 $7.6M
Trillium Asset Management, LLC 0.19% Add +6.7% 60,057 $7.4M
Addenda Capital Inc. 0.28% Add +8.5% 57,645 $7.1M
FMR LLC 0.00% Reduce -2.7% 56,505 $6.9M
Goldman Sachs Group Inc. 0.00% Add +32.7% 55,991 $6.9M
Interval Partners, LP 0.20% Add +21.3% 54,280 $6.7M
New York State Teachers Retirement System 0.01% Reduce -0.4% 53,318 $6.5M
California State Teachers Retirement System 0.01% Reduce -2.4% 52,551 $6.4M
Holocene Advisors, LP 0.03% Add +23.8% 52,209 $6.4M
Franklin Resources Inc. 0.00% Add +3.8% 51,959 $6.4M
Gabelli Funds LLC 0.05% No change 50,000 $6.1M
Hunter Perkins Capital Management, LLC 1.29% Add +6.7% 49,975 $6.1M
New York State Common Retirement Fund 0.01% Add +2.0% 49,540 $6.1M
Leith Wheeler Investment Counsel Ltd. 0.52% Add +0.7% 48,924 $6.0M
State of Wisconsin Investment Board 0.02% Reduce -5.0% 48,182 $5.9M
Qube Research & Technologies Ltd 0.01% Add +359.2% 47,316 $5.8M
Boston Trust Walden Corp 0.04% Add +2.9% 44,866 $5.5M
Stone Run Capital, LLC 2.14% Reduce -22.1% 43,700 $5.4M
National Bank of Canada 0.01% Reduce -3.4% 44,036 $5.2M
Southeast Asset Advisors, LLC 0.61% Add +13.9% 41,357 $5.1M
State Board of Administration of Florida Retirement System 0.01% Reduce -29.6% 39,746 $4.9M
Gotham Asset Management 0.05% Add +104.8% 34,086 $4.2M
Russell Investments Group, Ltd. 0.01% Add +152.0% 33,792 $4.1M
CANADA LIFE ASSURANCE Co 0.01% Add +15.7% 33,750 $4.1M
Amalgamated Bank 0.04% Add +3.6% 33,650 $4.1M
J. Safra Sarasin Holding AG 0.07% — 33,227 $4.1M
Fred Alger Management, LLC 0.02% Reduce -21.9% 31,731 $3.9M
Chartwell Investment Partners, LLC 0.13% Reduce -9.8% 30,956 $3.8M

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

Show all 358 holders