MiddlebyMIDD

13F holders, Q3 2024 (September 30)
388holders +30
69new positions
38sold out
8famous investors
$139.15avg. 13F price*

At the end of Q3 2024, 388 institutions reported holding Middleby Corp. (MIDD) in their 13F filings, up 30 from Q2 2024. 69 opened new positions and 38 sold out. The largest holders were Select Equity Group, L.P. ($912.8M), Vanguard Group Inc. ($728.9M) and BlackRock, Inc. ($626.7M). 8 famous investors held it, including John W. Rogers Jr. (1.6% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions69$298.3M
Exits38$411.4M

All 13F filers, Q2 2024 → Q3 2024: 6,737,320 shares bought and 6,398,596 shares sold, net +338,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 388 holders

Select Equity Group, L.P. 3.33% Add +3.2% 6,561,001 $912.8M
Vanguard Group Inc. 0.01% Add +1.7% 5,239,164 $728.9M
BlackRock, Inc. 0.01% — 4,504,150 $626.7M
Wellington Management Group LLP 0.10% Reduce -2.4% 4,208,191 $585.5M
Victory Capital Management Inc. 0.40% Add +1.5% 2,903,182 $403.9M
JPMorgan Chase & Co. 0.03% Reduce -18.3% 2,276,425 $316.7M
Bank of America Corp. 0.03% Add +66.6% 2,178,932 $303.2M
T. Rowe Price Associates Inc. 0.03% Add +28.5% 1,860,104 $258.8M
Turtle Creek Asset Management Inc. 6.05% Add +2.9% 1,813,083 $252.3M
State Street Corp. 0.01% Add +0.9% 1,567,931 $218.1M
Earnest Partners LLC 0.77% New 1,264,523 $175.9M
Pacer Advisors, Inc. 0.35% Add +17.7% 1,138,999 $158.5M
Ariel Investments 1.60% Add +120.8% 1,126,148 $156.7M
Dimensional Fund Advisors LP 0.04% Add +21.4% 1,096,962 $152.6M
Alliancebernstein L.P. 0.04% Reduce -0.3% 961,612 $133.8M
Geode Capital Management, LLC 0.01% Add +1.0% 936,596 $130.3M
Morgan Stanley 0.01% Reduce -12.5% 888,585 $123.6M
Bank of Montreal 0.06% Add +23.7% 835,673 $118.4M
Principal Financial Group Inc. 0.05% Reduce -0.5% 709,910 $98.8M
Sei Investments Co. 0.11% Add +726.6% 631,064 $87.8M
Bank of New York Mellon Corp 0.01% Reduce -2.8% 498,288 $69.3M
Epoch Investment Partners, Inc. 0.31% Add +1.6% 490,052 $68.2M
Rivulet Capital, LLC 4.66% Add +106.3% 453,850 $63.1M
ArrowMark Colorado Holdings LLC 0.80% Reduce -1.8% 449,044 $62.5M
Boston Partners 0.07% Reduce -0.7% 427,091 $59.4M
Northern Trust Corp. 0.01% Add +0.7% 381,664 $53.1M
PineStone Asset Management Inc. 0.49% Reduce -30.1% 363,225 $50.5M
Charles Schwab Investment Management Inc. 0.01% Add +0.8% 344,391 $47.9M
Fiera Capital Corp 0.14% Reduce -27.8% 344,145 $47.9M
Oldfield Partners LLP 9.78% Add +1.5% 332,473 $46.3M
Aviso Financial Inc. 2.12% Add +2.3% 307,856 $42.8M
Nuveen Asset Management, LLC 0.01% Add +19.7% 264,460 $36.8M
American Century Companies Inc. 0.02% Reduce -17.1% 256,636 $35.7M
Deutsche Bank AG 0.01% Reduce -0.3% 255,666 $35.6M
Amundi 0.01% Add +19.3% 258,999 $34.2M
Dixon Mitchell Investment Counsel Inc. 1.43% Add +6.6% 225,210 $31.3M
Jane Street Group, LLC 0.05% Add +14.8% 219,992 $30.6M
TD Asset Management Inc 0.02% Add +3.4% 184,113 $26.1M
New York State Common Retirement Fund 0.04% Add +275.2% 185,885 $25.9M
Wolf Hill Capital Management, LP 2.46% New 184,187 $25.6M
First Trust Advisors LP 0.02% Add +55.6% 177,838 $24.7M
Lazard Asset Management LLC 0.04% Reduce -1.1% 176,448 $24.5M
Impax Asset Management Group plc 0.10% No change 174,349 $24.3M
HighTower Advisors, LLC 0.03% Reduce -2.3% 154,168 $21.4M
Royal Bank of Canada 0.00% Add +677.9% 144,290 $20.1M
Rhumbline Advisers 0.02% Reduce -2.2% 143,897 $20.0M
Norges Bank 0.00% Add +25.2% 140,170 $19.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -7.9% 126,482 $17.6M
Wells Fargo & Company 0.00% Add +84.3% 123,844 $17.2M
Squarepoint Ops LLC 0.06% Reduce -1.1% 122,074 $17.0M
Envestnet Asset Management Inc. 0.01% Add +33.5% 114,662 $16.0M
Verition Fund Management LLC 0.12% New 108,954 $15.2M
Ameriprise Financial Inc. 0.00% Add +0.2% 108,624 $15.1M
Barclays PLC 0.01% Add +14.3% 108,429 $15.1M
Swiss National Bank 0.01% Reduce -0.4% 105,000 $14.6M
California Public Employees Retirement System 0.01% Reduce -47.3% 99,760 $13.9M
D. E. Shaw & Co. 0.02% Reduce -29.1% 90,677 $12.6M
Invesco Ltd. 0.00% Reduce -63.6% 82,918 $11.5M
Legal & General Group Plc 0.00% Add +0.2% 82,282 $11.4M
Natixis Advisors, LLC 0.02% New 78,545 $10.9M
Woodline Partners LP 0.08% Add +367.0% 71,511 $9.9M
PNC Financial Services Group, Inc. 0.01% Add +0.2% 70,925 $9.9M
Olstein Capital Management, L.P. 1.62% Add +3.0% 68,500 $9.5M
Goldman Sachs Group Inc. 0.00% Add +20.4% 67,428 $9.4M
S&co Inc. 0.61% Add +0.3% 66,825 $9.3M
Retirement Systems of Alabama 0.03% Reduce -1.6% 65,317 $9.1M
Great Lakes Advisors, LLC 0.07% Reduce -4.8% 63,953 $8.9M
Corebridge Financial, Inc. 0.05% Reduce -6.5% 63,582 $8.8M
Burney Co./ 0.31% Reduce -0.6% 62,404 $8.7M
Marshall Wace, LLP 0.01% New 61,246 $8.5M
Trillium Asset Management, LLC 0.20% Reduce -1.0% 59,453 $8.3M
AQR Capital Management 0.01% Reduce -4.7% 59,119 $8.2M
FMR LLC 0.00% Add +4.6% 59,106 $8.2M
Moore Capital Management, LP 0.25% New 57,206 $8.0M
Macquarie Group Ltd. 0.01% Reduce -13.6% 55,114 $7.7M
Addenda Capital Inc. 0.27% Reduce -4.5% 55,039 $7.7M
New York State Teachers Retirement System 0.02% Reduce -0.2% 53,218 $7.4M
Franklin Resources Inc. 0.00% Add +1.8% 52,911 $7.3M
UBS Group AG 0.00% Add +157.7% 51,655 $7.2M
Gotham Asset Management 0.07% Add +51.3% 51,575 $7.2M
California State Teachers Retirement System 0.01% Reduce -2.7% 51,130 $7.1M
Heartland Advisors Inc. 0.37% Add +123.6% 50,230 $7.0M
Hunter Perkins Capital Management, LLC 1.42% Add +0.4% 50,170 $7.0M
Gabelli Funds LLC 0.05% No change 50,000 $7.0M
State of Wisconsin Investment Board 0.02% Reduce -0.3% 48,011 $6.7M
DLD Asset Management, LP 16.87% Reduce -56.2% 47,460 $6.6M
Stone Run Capital, LLC 2.45% Add +8.1% 47,250 $6.6M
Leith Wheeler Investment Counsel Ltd. 0.46% Reduce -3.8% 47,060 $6.5M
Advantage Alpha Capital Partners LP 1.45% Reduce -35.0% 45,760 $6.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -81.1% 44,975 $6.3M
Southeast Asset Advisors, LLC 0.66% Add +3.0% 42,577 $5.9M
State Board of Administration of Florida Retirement System 0.01% No change 39,746 $5.5M
Trexquant Investment LP 0.07% New 39,456 $5.5M
Citadel Advisors 0.01% Add +124003.4% 35,990 $5.0M
CANADA LIFE ASSURANCE Co 0.01% Add +6.5% 35,941 $5.0M
National Bank of Canada 0.01% Reduce -22.9% 33,954 $4.7M
Holocene Advisors, LP 0.02% Reduce -37.0% 32,883 $4.6M
Point72 Asset Management 0.02% New 32,242 $4.5M
Mutual of America Capital Management LLC 0.04% Reduce -5.6% 29,062 $4.0M
Chartwell Investment Partners, LLC 0.14% Reduce -8.2% 28,433 $4.0M

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

Show all 388 holders