MiddlebyMIDD

13F holders, Q4 2024 (December 31)
393holders +5
44new positions
46sold out
7famous investors
$135.45avg. 13F price*

At the end of Q4 2024, 393 institutions reported holding Middleby Corp. (MIDD) in their 13F filings, up 5 from Q3 2024. 44 opened new positions and 46 sold out. The largest holders were Select Equity Group, L.P. ($851.9M), Vanguard Group Inc. ($712.6M) and BlackRock, Inc. ($636.2M). 7 famous investors held it, including John W. Rogers Jr. (1.7% of Ariel Investments's portfolio), Joel Greenblatt (0.0% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions44$144.3M
Exits46$72.7M

All 13F filers, Q3 2024 → Q4 2024: 6,680,829 shares bought and 4,122,824 shares sold, net +2,558,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 393 holders

Select Equity Group, L.P. 3.47% Reduce -4.1% 6,289,468 $851.9M
Vanguard Group Inc. 0.01% Add +0.4% 5,260,935 $712.6M
BlackRock, Inc. 0.01% Add +4.3% 4,696,784 $636.2M
Wellington Management Group LLP 0.10% Reduce -5.0% 3,997,632 $541.5M
Victory Capital Management Inc. 0.38% Reduce -3.4% 2,803,279 $379.7M
Morgan Stanley 0.02% Add +167.1% 2,373,725 $321.5M
Bank of America Corp. 0.03% Add +3.8% 2,261,206 $306.3M
T. Rowe Price Associates Inc. 0.03% Add +1.9% 1,895,553 $256.8M
Turtle Creek Asset Management Inc. 6.57% Add +2.9% 1,866,359 $252.8M
State Street Corp. 0.01% Add +4.3% 1,634,532 $221.4M
JPMorgan Chase & Co. 0.02% Reduce -36.1% 1,455,373 $197.1M
Earnest Partners LLC 0.79% Add +3.8% 1,311,966 $177.7M
Assenagon Asset Management S.A. 0.31% Add +4494.8% 1,266,327 $171.5M
Dimensional Fund Advisors LP 0.04% Add +13.7% 1,247,671 $169.0M
Ariel Investments 1.73% Add +6.4% 1,198,179 $162.3M
Pacer Advisors, Inc. 0.33% Reduce -5.2% 1,080,155 $146.3M
Alliancebernstein L.P. 0.05% Add +2.4% 985,090 $133.4M
Geode Capital Management, LLC 0.01% Reduce -0.1% 935,393 $126.7M
Bank of Montreal 0.06% Add +1.3% 846,679 $114.7M
Garden Investment Management, L.P. 100.00% — 752,737 $102.0M
UBS Group AG 0.02% Add +1254.7% 699,780 $94.8M
Clarkston Capital Partners, LLC 1.76% New 678,250 $91.9M
Sei Investments Co. 0.11% Add +3.7% 654,641 $88.7M
Rivulet Capital, LLC 8.90% Add +39.9% 635,000 $86.0M
Bank of New York Mellon Corp 0.01% Add +9.9% 547,823 $74.2M
Northern Trust Corp. 0.01% Add +29.0% 492,265 $66.7M
ArrowMark Colorado Holdings LLC 0.86% Add +5.5% 473,881 $64.2M
Epoch Investment Partners, Inc. 0.29% Reduce -10.9% 436,727 $59.2M
Boston Partners 0.07% Reduce -1.3% 421,671 $57.1M
Amundi 0.02% Add +43.6% 371,854 $50.0M
Ameriprise Financial Inc. 0.01% Add +237.2% 366,293 $49.6M
Charles Schwab Investment Management Inc. 0.01% Add +1.1% 348,223 $47.2M
Wolf Hill Capital Management, LP 3.62% Add +79.8% 331,132 $44.9M
Oldfield Partners LLP 12.77% Reduce -2.2% 325,093 $44.0M
Aviso Financial Inc. 2.17% Add +3.0% 317,036 $42.9M
Nuveen Asset Management, LLC 0.01% Reduce -0.6% 262,884 $35.6M
Deutsche Bank AG 0.01% Reduce -1.6% 251,618 $34.1M
Dixon Mitchell Investment Counsel Inc. 1.39% Reduce -1.4% 221,956 $30.1M
Thompson Siegel & Walmsley LLC 0.42% New 198,818 $26.9M
TD Asset Management Inc 0.02% Add +5.2% 193,735 $26.2M
New York State Common Retirement Fund 0.03% Reduce -1.7% 182,800 $24.8M
Goldman Sachs Group Inc. 0.00% Add +155.6% 172,338 $23.3M
American Century Companies Inc. 0.01% Reduce -33.2% 171,377 $23.2M
Lazard Asset Management LLC 0.04% Reduce -3.1% 170,968 $23.2M
Impax Asset Management Group plc 0.10% Reduce -2.3% 170,289 $23.1M
Norges Bank 0.00% Add +6.3% 149,053 $20.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +16.4% 147,213 $19.9M
Rhumbline Advisers 0.02% Add +2.2% 147,109 $19.9M
Barclays PLC 0.01% Add +34.8% 146,134 $19.8M
First Trust Advisors LP 0.02% Reduce -20.5% 141,377 $19.1M
Royal Bank of Canada 0.00% Reduce -8.1% 132,609 $18.0M
National Bank of Canada 0.02% Add +276.2% 127,747 $17.3M
Principal Financial Group Inc. 0.01% Reduce -82.6% 123,359 $16.7M
Wells Fargo & Company 0.00% Reduce -5.5% 116,988 $15.8M
Swiss National Bank 0.01% Add +0.8% 105,800 $14.3M
Envestnet Asset Management Inc. 0.00% Reduce -9.3% 103,966 $14.1M
Squarepoint Ops LLC 0.04% Reduce -17.9% 100,192 $13.6M
California Public Employees Retirement System 0.01% Reduce -6.2% 93,629 $12.7M
Citadel Advisors 0.01% Add +148.0% 89,255 $12.1M
Natixis Advisors, LLC 0.02% Add +13.2% 88,941 $12.0M
D. E. Shaw & Co. 0.01% Reduce -2.4% 88,498 $12.0M
Invesco Ltd. 0.00% Add +4.3% 86,468 $11.7M
Raymond James Financial Inc. 0.00% — 83,516 $11.3M
Legal & General Group Plc 0.00% Add +1.2% 83,299 $11.3M
Vulcan Value Partners, LLC 0.19% New 82,179 $11.1M
AQR Capital Management 0.01% Add +21.9% 72,048 $9.8M
Olstein Capital Management, L.P. 1.69% Add +3.6% 71,000 $9.6M
PNC Financial Services Group, Inc. 0.01% Add +0.0% 70,954 $9.6M
Jane Street Group, LLC 0.01% Reduce -69.1% 68,066 $9.2M
S&co Inc. 0.61% No change 66,825 $9.1M
Leith Wheeler Investment Counsel Ltd. 0.65% Add +40.2% 65,972 $8.9M
Retirement Systems of Alabama 0.03% Add +0.1% 65,407 $8.9M
Hunter Perkins Capital Management, LLC 1.80% Add +25.7% 63,075 $8.5M
Corebridge Financial, Inc. 0.04% Reduce -4.3% 60,865 $8.2M
FMR LLC 0.00% Add +0.9% 59,612 $8.1M
Macquarie Group Ltd. 0.01% Add +8.1% 59,576 $8.1M
Burney Co./ 0.28% Reduce -6.8% 58,147 $7.9M
Trillium Asset Management, LLC 0.20% Reduce -4.5% 56,746 $7.7M
Holocene Advisors, LP 0.02% Add +71.1% 56,277 $7.6M
Addenda Capital Inc. 0.26% Reduce -0.5% 54,773 $7.4M
New York State Teachers Retirement System 0.02% Reduce -0.4% 53,018 $7.2M
Franklin Resources Inc. 0.00% Reduce -0.2% 52,794 $7.2M
Advantage Alpha Capital Partners LP 1.68% Add +14.8% 52,540 $7.1M
State of Wisconsin Investment Board 0.02% Add +7.3% 51,538 $7.0M
California State Teachers Retirement System 0.01% Reduce -1.7% 50,273 $6.8M
Gabelli Funds LLC 0.05% No change 50,000 $6.8M
Heartland Advisors Inc. 0.36% Reduce -1.5% 49,470 $6.7M
Susquehanna International Group, LLP 0.01% Add +764.9% 47,189 $6.4M
Freestone Grove Partners LP 0.08% — 46,944 $6.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.8% 44,157 $6.0M
State Board of Administration of Florida Retirement System 0.01% No change 39,746 $5.4M
DLD Asset Management, LP 7.00% Reduce -16.3% 39,705 $5.4M
Southeast Asset Advisors, LLC 0.64% Reduce -10.2% 38,231 $5.2M
Stone Run Capital, LLC 1.95% Reduce -22.3% 36,712 $5.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.5% 35,057 $4.7M
MetLife Investment Management, LLC 0.02% Add +9.1% 30,313 $4.1M
Mutual of America Capital Management LLC 0.04% Reduce -2.2% 28,415 $3.8M
Seven Six Capital Management, LLC 3.26% — 27,690 $3.8M
Trexquant Investment LP 0.04% Reduce -30.4% 27,457 $3.7M
Regents Gate Capital LLP 1.42% — 26,493 $3.6M

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

Show all 393 holders