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
Brandywine Global Investment Management, LLC 0.03% Reduce -7.3% 26,293 $3.6M
Amalgamated Bank 0.03% No change 25,615 $3.5M
South Dakota Investment Council 0.07% No change 25,245 $3.4M
Janus Henderson Group PLC 0.00% Reduce -3.5% 25,100 $3.4M
Voya Investment Management LLC 0.00% Reduce -5.3% 24,948 $3.4M
PineStone Asset Management Inc. 0.03% Reduce -93.1% 24,941 $3.4M
Citigroup Inc. 0.00% Add +33.8% 24,554 $3.3M
Lorne Steinberg Wealth Management Inc. 0.96% Add +0.3% 24,535 $3.3M
Treasurer of the State of North Carolina 0.01% Add +0.6% 23,409 $3.2M
Comerica Bank 0.01% Add +3.0% 23,034 $3.1M
GHP Investment Advisors, Inc. 0.14% Add +13.7% 22,929 $3.1M
Pathstone Holdings, LLC 0.01% Add +3.4% 22,886 $3.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +10.3% 22,674 $3.1M
Allianz Asset Management GmbH 0.00% Add +24.3% 21,546 $2.9M
Evoke Wealth, LLC 0.08% Reduce -5.8% 20,610 $2.8M
Oak Ridge Investments LLC 0.21% Reduce -4.3% 20,012 $2.7M
Captrust Financial Advisors 0.01% Add +228.1% 19,878 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -3.8% 19,547 $2.6M
Police & Firemen's Retirement System of New Jersey 0.03% — 19,063 $2.6M
Thrivent Financial for Lutherans 0.00% Add +0.1% 18,586 $2.5M
Public Employees Retirement System of Ohio 0.01% Reduce -5.4% 18,291 $2.5M
Illinois Municipal Retirement Fund 0.03% Add +52.1% 18,029 $2.4M
Verition Fund Management LLC 0.01% Reduce -83.8% 17,616 $2.4M
State of New Jersey Common Pension Fund D 0.01% No change 17,364 $2.4M
Fruth Investment Management 0.61% Reduce -0.6% 16,345 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.8% 16,333 $2.2M
Ensign Peak Advisors, Inc 0.00% No change 16,288 $2.2M
Oppenheimer Asset Management Inc. 0.03% Reduce -0.5% 15,880 $2.2M
Arrowstreet Capital, Limited Partnership 0.00% Add +157.9% 15,866 $2.1M
STRS Ohio 0.01% Reduce -0.5% 15,761 $2.1M
Palisade Capital Management, LP 0.06% Add +11.5% 15,728 $2.1M
Teza Capital Management LLC 0.32% New 15,715 $2.1M
PEAK6 LLC 0.08% — 15,646 $2.1M
Arizona State Retirement System 0.01% Add +0.7% 15,592 $2.1M
Fourpath Capital Management, LLC 0.38% Reduce -0.5% 15,227 $2.1M
State of Tennessee, Department of Treasury 0.01% Reduce -2.7% 15,133 $2.0M
Louisiana State Employees Retirement System 0.04% No change 14,900 $2.0M
King Luther Capital Management Corp. 0.01% No change 14,700 $2.0M
Federation des caisses Desjardins du Quebec 0.01% Add +7.3% 14,027 $1.9M
Handelsbanken Fonder AB 0.01% No change 13,900 $1.9M
Russell Investments Group, Ltd. 0.00% Reduce -0.4% 13,102 $1.8M
Gotham Asset Management 0.02% Reduce -75.2% 12,817 $1.7M
Toronto Dominion Bank 0.00% Reduce -2.4% 12,761 $1.7M
State of Michigan Retirement System 0.01% No change 12,720 $1.7M
Fifth Third Bancorp 0.01% Reduce -29.3% 12,678 $1.7M
Aurora Investment Counsel 0.93% Add +0.9% 12,596 $1.7M
Two Sigma Investments, LP 0.00% New 11,970 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.2% 11,955 $1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.2% 11,880 $1.6M
Wolverine Trading, LLC 0.03% New 11,338 $1.5M
New Mexico Educational Retirement Board 0.05% No change 11,000 $1.5M
KLP Kapitalforvaltning As 0.01% — 11,000 $1.5M
Oregon Public Employees Retirement Fund 0.03% No change 10,920 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -2.3% 10,775 $1.5M
Natixis 0.01% Add +93.5% 10,593 $1.4M
Cerity Partners LLC 0.00% Reduce -25.8% 10,105 $1.4M
Teacher Retirement System of Texas 0.01% Add +20.9% 10,269 $1.4M
Bessemer Group Inc. 0.00% Reduce -1.3% 9,824 $1.3M
Cibc World Market Inc. 0.00% Add +69.5% 9,509 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 9,454 $1.3M
Cardinal Capital Management 0.20% Add +8.5% 9,364 $1.3M
Atria Investments, Inc 0.02% Reduce -11.4% 9,167 $1.2M
Quantinno Capital Management LP 0.01% Add +74.7% 8,923 $1.2M
Utah Retirement Systems 0.01% No change 8,841 $1.2M
Lummis Asset Management, LP 1.51% Reduce -2.2% 8,784 $1.2M
St. Nicholas Private Asset Management, Inc. 1.01% — 8,353 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -39.6% 8,209 $1.1M
Teton Advisors, Inc. 0.57% Reduce -15.8% 8,020 $1.1M
Crestline Management, L.P. 0.04% New 7,864 $1.1M
Sanctuary Advisors, LLC 0.01% Reduce -1.9% 6,151 $1.1M
Mariner, LLC 0.00% Add +7.4% 7,723 $1.0M
Corient Private Wealth LP 0.00% Reduce -5.8% 7,634 $1.0M
Creative Planning 0.00% Add +0.4% 7,585 $1.0M
Glenmede Trust Co. NA 0.01% Reduce -2.6% 7,485 $1.0M
Ethic Inc. 0.02% Reduce -8.9% 7,454 $1.0M
Intech Investment Management LLC 0.01% Add +69.2% 7,275 $985K
Pictet Asset Management Holding SA 0.00% Add +1.1% 7,167 $971K
Nomura Holdings Inc. 0.01% New 7,138 $967K
Inspire Investing, LLC 0.11% Reduce -1.3% 6,968 $944K
Credit Agricole S A 0.00% Reduce -30.2% 6,934 $939K
KBC Group NV 0.00% Reduce -5.1% 6,910 $936K
Entropy Technologies, LP 0.10% Add +281.3% 6,864 $930K
Townsquare Capital LLC 0.01% Add +4.7% 6,553 $888K
Quantbot Technologies LP 0.03% Reduce -21.7% 6,449 $874K
Simon Quick Advisors, LLC 0.05% Reduce -0.7% 6,305 $854K
State of Alaska, Department of Revenue 0.01% Reduce -1.2% 6,137 $831K
Xponance LLC 0.01% Add +6.0% 6,124 $829K
HighTower Advisors, LLC 0.00% Reduce -96.1% 6,080 $824K
LPL Financial LLC 0.00% Add +12.2% 5,891 $798K
Neuberger Berman Group LLC 0.00% Add +22.8% 5,853 $793K
Public Employees Retirement Association of Colorado 0.00% No change 5,666 $767K
First Hawaiian Bank 0.02% No change 5,585 $756K
Federated Hermes, Inc. 0.00% Reduce -4.3% 5,455 $739K
TD Private Client Wealth LLC 0.02% Reduce -0.9% 5,265 $713K
Storebrand Asset Management As 0.00% Reduce -24.6% 5,262 $713K
Ridgewood Investments LLC 0.33% Reduce -0.0% 5,104 $691K
Logan Capital Management Inc. 0.03% Reduce -10.6% 5,058 $685K
Tidal Investments LLC 0.01% Reduce -20.0% 4,965 $673K
GAMCO Investors 0.01% No change 4,800 $650K
Man Group plc 0.00% Reduce -46.1% 4,750 $643K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -2.0% 4,746 $643K
Fifth Third Wealth Advisors LLC 0.03% Reduce -0.5% 4,743 $642K
HRT Financial LP 0.00% Reduce -81.9% 4,422 $598K
Blair William & Co. 0.00% Add +3.9% 4,398 $596K
Blue Trust, Inc. 0.01% Add +111.1% 4,217 $571K
Wealth Enhancement Advisory Services, LLC 0.00% Add +39.3% 4,149 $562K
Securian Asset Management, Inc. 0.02% Reduce -2.8% 4,066 $551K
Hills Bank & Trust Co 0.04% Reduce -3.6% 4,042 $547K
Vestcor Inc 0.02% No change 4,032 $546K
Prudential Financial Inc. 0.00% Reduce -25.3% 3,924 $534K
Fiera Capital Corp 0.00% Reduce -98.9% 3,852 $522K
Keel Point, LLC 0.04% Reduce -0.2% 3,649 $494K
Commerce Bank 0.00% Reduce -0.1% 3,643 $493K
Studio Investment Management LLC 0.10% Reduce -0.0% 3,530 $478K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.8% 3,472 $470K
Occudo Quantitative Strategies LP 0.08% New 3,471 $470K
Janney Montgomery Scott LLC 0.00% New 3,465 $469K
Ellevest, Inc. 0.03% Reduce -7.6% 3,302 $447K
Yorktown Management & Research Co Inc 0.43% No change 3,300 $447K
Mountain Pacific Investment Advisers LLC 0.03% Reduce -11.0% 3,250 $440K
Versor Investments LP 0.08% Add +29.9% 3,248 $440K
Crossmark Global Holdings, Inc. 0.01% Reduce -13.7% 3,216 $436K
M&T Bank Corp 0.00% Reduce -51.8% 3,193 $432K
Sterling Capital Management LLC 0.01% Add +56.8% 3,183 $431K
Canada Pension Plan Investment Board 0.00% New 3,100 $420K
Cetera Investment Advisers 0.00% Reduce -2.7% 3,052 $413K
Maryland State Retirement & Pension System 0.01% No change 3,046 $413K
DF Dent & Co. Inc. 0.01% No change 3,031 $411K
William Blair Investment Management, LLC 0.00% Add +0.1% 3,006 $407K
RMR Wealth Builders 0.04% No change 2,867 $388K
T. Rowe Price Investment Management, Inc. 0.00% New 2,853 $387K
Petrus Trust Company, LTA 0.04% No change 2,795 $379K
US Bancorp \de 0.00% Reduce -27.1% 2,715 $368K
Beverly Hills Private Wealth, LLC 0.07% Reduce -14.1% 2,619 $355K
Forum Financial Management, LP 0.01% New 2,567 $348K
ProShare Advisors LLC 0.00% Add +7.4% 2,517 $341K
Focus Partners Wealth 0.00% Add +25.7% 2,451 $332K
Brown Brothers Harriman & Co. 0.00% Add +349.9% 2,443 $331K
Tower Research Capital LLC (TRC) 0.01% Reduce -45.5% 2,403 $325K
Verdence Capital Advisors LLC 0.02% Add +0.3% 2,284 $309K
Gsa Capital Partners LLP 0.02% New 2,234 $303K
Two Sigma Advisers, LP 0.00% New 2,199 $298K
Landscape Capital Management, L.L.C. 0.03% No change 2,197 $298K
Prudential PLC 0.00% New 2,195 $297K
EntryPoint Capital, LLC 0.12% New 2,111 $286K
Shelton Capital Management 0.01% No change 2,110 $286K
Jump Financial, LLC 0.01% New 2,098 $284K
MML Investors Services, LLC 0.00% Add +27.6% 2,049 $278K
Postrock Partners LLC 0.13% — 1,995 $270K
Shell Asset Management Co. 0.01% No change 1,996 $270K
Engineers Gate Manager LP 0.00% Reduce -63.8% 1,980 $268K
Millennium Management 0.00% Reduce -55.8% 1,974 $267K
Cornercap Investment Counsel Inc. 0.09% No change 1,964 $266K
Greenleaf Trust 0.00% Add +1.2% 1,959 $265K
Ieq Capital, LLC 0.00% New 1,907 $258K
New Age Alpha Advisors, LLC 0.01% New 1,901 $257K
Stifel Financial Corp. 0.00% Reduce -0.7% 1,843 $250K
Portman Square Capital LLP 0.23% Reduce -86.0% 1,814 $246K
Commonwealth Equity Services, LLC 0.00% Reduce -0.5% 1,721 $233K
Net Worth Advisory Group 0.07% Reduce -0.1% 1,705 $231K
XTX Topco Ltd 0.02% New 1,705 $231K
CIBC Asset Management Inc 0.00% Add +5.2% 1,651 $224K
First Citizens Bank & Trust Co. 0.00% New 1,617 $219K
Stephens Inc. 0.00% Reduce -6.5% 1,611 $218K
Claret Asset Management Corp 0.03% Add +0.7% 1,565 $212K
Nisa Investment Advisors, LLC 0.00% No change 1,565 $212K
Ballentine Partners, LLC 0.00% Reduce -4.0% 1,564 $212K
PFG Investments, LLC 0.01% No change 1,531 $207K
Burgundy Asset Management Ltd. 0.00% New 1,527 $207K
Mercer Global Advisors Inc. 0.00% New 1,522 $206K
Bank of Nova Scotia Trust Co. 0.02% Reduce -2.4% 1,520 $206K
Orion Porfolio Solutions, LLC 0.00% New 1,505 $204K
Orion Portfolio Solutions, LLC 0.00% New 1,505 $204K
Naples Global Advisors, LLC 0.02% No change 1,500 $203K
Praxis Investment Management Inc. 0.01% New 1,480 $200K
TD Waterhouse Canada Inc. 0.00% Add +338.7% 1,474 $199K
SG Americas Securities, LLC 0.00% Reduce -58.6% 1,440 $195K
Concourse Financial Group Securities, Inc. 0.01% Reduce -5.9% 1,283 $184K
Vestor Capital, LLC 0.01% No change 1,000 $135K
Mendota Financial Group, LLC 0.09% Reduce -23.5% 985 $133K
Cwm, LLC 0.00% Add +57.4% 952 $129K
Brooklyn Investment Group 0.04% Reduce -4.0% 900 $122K
Simplex Trading, LLC 0.00% New 836 $113K
Jones Financial Companies LLLP 0.00% Add +286.8% 762 $103K
Coastline Trust Co 0.01% No change 750 $102K
Osaic Holdings, Inc. 0.00% Reduce -10.2% 742 $100K
Eukles Asset Management 0.04% Reduce -6.9% 711 $96K
Crewe Advisors LLC 0.01% Add +73.2% 710 $96K
Hilltop National Bank 0.03% Reduce -8.2% 687 $93K
Bayforest Capital Ltd 0.11% — 667 $90K
Parkside Financial Bank & Trust 0.01% Add +3.7% 665 $90K
AlphaQuest LLC 0.01% Reduce -90.8% 658 $89K
Arcadia Investment Management Corp. 0.01% No change 650 $88K
GAMMA Investing LLC 0.01% Add +27.2% 622 $84K
Coppell Advisory Solutions LLC 0.01% Add +220.6% 606 $82K
Principal Securities, Inc. 0.00% Add +16.0% 566 $77K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +0.5% 564 $76K
Quadrant Capital Group LLC 0.01% Reduce -4.1% 539 $73K
Aster Capital Management (DIFC) Ltd 0.03% New 524 $71K
State of Wyoming 0.01% Reduce -31.4% 458 $62K
UMB Bank, n.a. 0.00% Add +41.1% 398 $54K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -26.1% 373 $51K
Quent Capital, LLC 0.01% Reduce -95.2% 360 $49K
Walleye Capital LLC 0.00% Reduce -97.8% 331 $45K
Signaturefd, LLC 0.00% Add +11.9% 329 $45K
Avior Wealth Management, LLC 0.00% Add +0.3% 323 $44K
Nomura Asset Management Co. Ltd. 0.00% No change 320 $43K
CIBC Private Wealth Group LLC 0.00% Reduce -48.5% 308 $41K
First Horizon Advisors, Inc. 0.00% Reduce -22.1% 253 $34K
CI Investments Inc. 0.00% Add +50.3% 251 $34K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +10.7% 227 $31K
CNB Bank 0.01% Reduce -21.6% 222 $30K
Covestor Ltd 0.02% Reduce -17.5% 208 $28K
Clean Yield Group 0.01% No change 200 $27K
Northwestern Mutual Wealth Management Co. 0.00% Add +315.2% 191 $26K
Caldwell Trust Co 0.00% No change 181 $25K
DHJJ Financial Advisors, Ltd. 0.01% No change 177 $24K
Bartlett & Co. Wealth Management LLC 0.00% No change 167 $23K
Plante Moran Financial Advisors, LLC 0.00% No change 165 $22K
Parallel Advisors, LLC 0.00% Add +14.1% 162 $22K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 156 $21K
Rise Advisors, LLC 0.01% No change 153 $21K
Allworth Financial LP 0.00% Reduce -1.5% 132 $19K
Elequin Capital, LP 0.00% Reduce -56.2% 135 $18K
Towne Trust Company, N.A 0.01% No change 120 $16K
Abound Wealth Management 0.01% No change 120 $16K
Peregrine Capital Management LLC 0.00% No change 110 $15K
Bangor Savings Bank 0.00% No change 100 $14K
Danske Bank A/S 0.00% Reduce -90.0% 100 $14K
Sugarloaf Wealth Management, LLC 0.00% No change 96 $13K
Spire Wealth Management 0.00% Add +43.1% 93 $13K
Mather Group, Llc. 0.00% New 93 $13K
Trust Co 0.00% No change 90 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -9.1% 90 $12K
Princeton Global Asset Management LLC 0.00% No change 89 $12K
True Wealth Design, LLC 0.00% New 87 $12K
Sound Income Strategies, LLC 0.00% No change 87 $12K
Smartleaf Asset Management LLC 0.00% Add +44.1% 85 $12K
PFS Partners, LLC 0.01% No change 85 $12K
Cullen/Frost Bankers, Inc. 0.00% New 85 $12K
Meeder Asset Management Inc. 0.00% New 84 $11K
TCTC Holdings, LLC 0.00% New 78 $11K
Steward Partners Investment Advisory, LLC 0.00% Reduce -13.5% 77 $10K
EverSource Wealth Advisors, LLC 0.00% Add +17.7% 73 $10K
Investors Research Corp 0.00% No change 70 $9K
Optiver Holding B.V. 0.00% Reduce -62.1% 69 $9K
Clearstead Advisors, LLC 0.00% No change 66 $9K
Lindbrook Capital, LLC 0.00% Reduce -38.0% 62 $8K
Wolff Wiese Magana LLC 0.00% Reduce -64.4% 53 $7K
Whittier Trust Co. 0.00% No change 51 $7K
Future Financial Wealth Managment LLC 0.01% No change 50 $7K
Assetmark, Inc. 0.00% Reduce -97.9% 40 $5K
WASHINGTON TRUST Co 0.00% Reduce -5.1% 37 $5K
Hemington Wealth Management 0.00% Add +55.6% 42 $5K
JFS Wealth Advisors, LLC 0.00% Add +20.0% 36 $5K
Venturi Wealth Management, LLC 0.00% Add +183.3% 34 $5K
Whittier Trust Co. of Nevada Inc. 0.00% No change 34 $5K
High Note Wealth, LLC 0.00% New 31 $4K
Bell Investment Advisors, Inc 0.00% No change 31 $4K
Orion Capital Management LLC 0.00% New 30 $4K
Versant Capital Management, Inc 0.00% No change 30 $4K
Huntington National Bank 0.00% Add +80.0% 27 $4K
Farther Finance Advisors, LLC 0.00% Reduce -10.7% 25 $3K
Retirement Wealth Solutions LLC 0.00% — 24 $3K
LGT Financial Advisors LLC 0.01% Reduce -87.6% 22 $3K
Farmers & Merchants Investments Inc. 0.00% No change 22 $3K
MAI Capital Management 0.00% New 18 $2K
Colonial Trust Co / SC 0.00% New 18 $2K
Continuum Advisory, LLC 0.00% No change 18 $2K
Manchester Capital Management LLC 0.00% No change 16 $2K
WPG Advisers, LLC 0.00% — 16 $2K
Zions Bancorporation, N.A. 0.00% No change 16 $2K
Bokf, NA 0.00% New 16 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 15 $2K
Bruce G. Allen Investments, LLC 0.00% No change 14 $2K
Global Retirement Partners, LLC 0.00% No change 14 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +33.3% 12 $2K
Pinnacle Bancorp, Inc. 0.00% New 12 $2K
Leonteq Securities AG 0.00% Reduce -75.0% 11 $1K
SJS Investment Consulting Inc. 0.00% Reduce -16.7% 10 $1K
HHM Wealth Advisors, LLC 0.00% New 9 $1K
Raffa Wealth Management, LLC 0.00% No change 8 $1K
NewEdge Advisors, LLC 0.00% No change 8 $1K
Avion Wealth 0.00% No change 8 $1K
Kapitalo Investimentos Ltda 0.00% New 6 $813
Sachetta, LLC 0.00% No change 4 $542
Global Financial Private Client, LLC 0.00% New 3 $406
Parkworth Wealth Management, Inc. 0.00% — 2 $271
MV Capital Management, Inc. 0.00% No change 1 $136
Principia Wealth Advisory, LLC 0.00% — 1 $135
Rothschild Investment LLC 0.00% No change 1 $135
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 1 $135
IFP Advisors, Inc 0.00% Reduce -99.0% 1 $135

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