MiddlebyMIDD

13F holders, Q1 2025 (March 31)
411holders +18
66new positions
47sold out
9famous investors
$151.89avg. 13F price*

At the end of Q1 2025, 411 institutions reported holding Middleby Corp. (MIDD) in their 13F filings, up 18 from Q4 2024. 66 opened new positions and 47 sold out. The largest holders were Select Equity Group, L.P. ($838.0M), Vanguard Group Inc. ($793.1M) and BlackRock, Inc. ($707.6M). 9 famous investors held it, including John W. Rogers Jr. (1.8% of Ariel Investments's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions66$101.4M
Exits47$223.8M

All 13F filers, Q4 2024 → Q1 2025: 7,510,903 shares bought and 9,388,004 shares sold, net −1,877,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 411 holders

Select Equity Group, L.P. 3.74% Reduce -12.3% 5,514,063 $838.0M
Vanguard Group Inc. 0.01% Reduce -0.8% 5,218,550 $793.1M
BlackRock, Inc. 0.01% Reduce -0.9% 4,656,050 $707.6M
Wellington Management Group LLP 0.09% Reduce -21.5% 3,136,740 $476.7M
T. Rowe Price Associates Inc. 0.06% Add +59.8% 3,029,484 $460.4M
Garden Investment Management, L.P. 100.00% Add +250.2% 2,635,866 $400.6M
Bank of America Corp. 0.04% Add +14.7% 2,592,667 $394.0M
Victory Capital Management Inc. 0.35% Reduce -20.2% 2,236,374 $339.9M
JPMorgan Chase & Co. 0.02% Add +27.4% 1,853,760 $281.7M
State Street Corp. 0.01% Add +0.5% 1,641,981 $249.5M
Turtle Creek Asset Management Inc. 6.26% Reduce -21.5% 1,465,207 $222.7M
Earnest Partners LLC 0.96% Add +0.6% 1,319,757 $200.6M
Dimensional Fund Advisors LP 0.05% Reduce -0.5% 1,241,330 $188.7M
Bank of Montreal 0.08% Add +20.4% 1,019,190 $154.9M
Ariel Investments 1.77% Reduce -17.3% 990,523 $150.5M
Geode Capital Management, LLC 0.01% Add +5.8% 989,654 $150.5M
Morgan Stanley 0.01% Reduce -65.6% 816,341 $124.1M
Clarkston Capital Partners, LLC 2.06% Add +1.5% 688,560 $104.6M
Sei Investments Co. 0.13% Add +1.5% 664,352 $101.0M
Epoch Investment Partners, Inc. 0.46% Add +32.5% 578,496 $87.9M
Rivulet Capital, LLC 7.84% Reduce -17.0% 527,220 $80.1M
Alliancebernstein L.P. 0.03% Reduce -47.4% 518,554 $78.8M
Northern Trust Corp. 0.01% Add +2.2% 503,045 $76.5M
Franklin Resources Inc. 0.02% Add +827.4% 489,603 $74.4M
Ameriprise Financial Inc. 0.02% Add +33.3% 488,238 $74.2M
Bank of New York Mellon Corp 0.01% Reduce -13.5% 473,809 $72.0M
Amundi 0.03% Add +34.9% 501,718 $71.3M
UBS Group AG 0.01% Reduce -36.6% 443,352 $67.4M
ArrowMark Colorado Holdings LLC 1.08% Reduce -7.3% 439,211 $66.8M
Citadel Advisors 0.06% Add +371.4% 420,761 $63.9M
Boston Partners 0.08% Reduce -0.5% 419,755 $63.7M
Charles Schwab Investment Management Inc. 0.01% Add +1.3% 352,837 $53.6M
Deutsche Bank AG 0.02% Add +30.3% 327,798 $49.8M
Aviso Financial Inc. 2.43% Add +2.5% 324,801 $49.4M
Holocene Advisors, LP 0.14% Add +456.2% 313,029 $47.6M
Jane Street Group, LLC 0.08% Add +337.8% 297,988 $45.3M
TD Asset Management Inc 0.04% Add +33.0% 257,763 $39.2M
Wells Fargo & Company 0.01% Add +116.1% 252,825 $38.4M
American Century Companies Inc. 0.02% Add +34.2% 230,014 $35.0M
Dixon Mitchell Investment Counsel Inc. 1.53% Add +0.6% 223,197 $33.9M
Nuveen, LLC 0.01% — 195,635 $29.7M
D. E. Shaw & Co. 0.04% Add +116.1% 191,242 $29.1M
New York State Common Retirement Fund 0.04% Reduce -0.9% 181,117 $27.5M
First Trust Advisors LP 0.02% Add +24.2% 175,550 $26.7M
Norges Bank 0.00% Add +9.8% 163,740 $24.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +6.8% 157,149 $23.9M
Lazard Asset Management LLC 0.04% Reduce -12.2% 150,106 $22.8M
Rhumbline Advisers 0.02% Add +0.6% 148,004 $22.5M
Wolf Hill Capital Management, LP 2.03% Reduce -55.3% 147,964 $22.5M
Barclays PLC 0.01% Add +0.5% 146,904 $22.3M
Thompson Siegel & Walmsley LLC 0.37% Reduce -28.1% 142,860 $21.7M
Impax Asset Management Group plc 0.12% Reduce -22.2% 132,496 $20.1M
Lord, Abbett & Co. LLC 0.07% New 129,300 $19.7M
Envestnet Asset Management Inc. 0.01% Add +20.9% 125,752 $19.1M
Principal Financial Group Inc. 0.01% Add +0.3% 123,761 $18.8M
HRT Financial LP 0.11% Add +2598.0% 119,306 $18.1M
Natixis Advisors, LLC 0.03% Add +17.3% 104,352 $15.9M
Swiss National Bank 0.01% Reduce -1.4% 104,300 $15.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +539.1% 101,394 $15.4M
California Public Employees Retirement System 0.01% Reduce -1.4% 92,315 $14.0M
Legal & General Group Plc 0.00% Add +5.8% 88,165 $13.4M
Susquehanna International Group, LLP 0.02% Add +85.5% 87,540 $13.3M
Twin Tree Management, LP 0.29% New 85,478 $13.0M
Invesco Ltd. 0.00% Reduce -2.7% 84,141 $12.8M
FMR LLC 0.00% Add +39.6% 83,228 $12.6M
Millennium Management 0.01% Add +4062.6% 82,169 $12.5M
Trexquant Investment LP 0.13% Add +176.4% 75,896 $11.5M
Goldman Sachs Group Inc. 0.00% Reduce -56.7% 74,605 $11.3M
Mutual of America Capital Management LLC 0.12% Add +146.8% 70,140 $10.7M
Squarepoint Ops LLC 0.03% Reduce -30.3% 69,847 $10.6M
Raymond James Financial Inc. 0.00% Reduce -18.3% 68,263 $10.4M
S&co Inc. 0.68% No change 66,825 $10.2M
Leith Wheeler Investment Counsel Ltd. 0.71% Add +1.3% 66,801 $10.2M
Retirement Systems of Alabama 0.04% Add +0.1% 65,473 $10.0M
Heartland Advisors Inc. 0.54% Add +25.4% 62,051 $9.4M
Corebridge Financial, Inc. 0.05% Reduce -2.4% 59,412 $9.0M
Aquatic Capital Management LLC 0.22% New 56,429 $8.6M
AQR Capital Management 0.01% Reduce -21.1% 56,848 $8.6M
Addenda Capital Inc. 0.31% Reduce -0.7% 54,415 $8.3M
New York State Teachers Retirement System 0.02% Reduce -0.4% 52,818 $8.0M
State of Wisconsin Investment Board 0.02% Add +0.4% 51,755 $7.9M
California State Teachers Retirement System 0.01% Add +1.9% 51,223 $7.8M
Gabelli Funds LLC 0.06% No change 50,000 $7.6M
Schonfeld Strategic Advisors LLC 0.05% New 49,468 $7.5M
Macquarie Group Ltd. 0.01% Reduce -19.9% 47,735 $7.3M
PNC Financial Services Group, Inc. 0.00% Reduce -32.8% 47,700 $7.2M
ExodusPoint Capital Management, LP 0.09% New 46,846 $7.1M
Treasurer of the State of North Carolina 0.03% Add +95.9% 45,859 $7.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.6% 43,881 $6.7M
PEAK6 LLC 0.24% Add +159.9% 40,667 $6.2M
State Board of Administration of Florida Retirement System 0.01% No change 39,746 $6.0M
Hunter Perkins Capital Management, LLC 1.40% Reduce -37.2% 39,617 $6.0M
Olstein Capital Management, L.P. 1.08% Reduce -45.8% 38,500 $5.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 37,490 $5.7M
Quantinno Capital Management LP 0.04% Add +318.8% 37,366 $5.7M
Brandywine Global Investment Management, LLC 0.04% Add +22.9% 32,312 $4.9M
Stone Run Capital, LLC 2.02% Reduce -14.1% 31,522 $4.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -10.5% 31,367 $4.8M
Roubaix Capital, LLC 2.44% New 30,827 $4.7M
Southeast Asset Advisors, LLC 0.57% Reduce -19.4% 30,824 $4.7M
Quantbot Technologies LP 0.15% Add +374.5% 30,598 $4.7M
MetLife Investment Management, LLC 0.02% Reduce -1.5% 29,862 $4.5M
Vulcan Value Partners, LLC 0.08% Reduce -64.3% 29,350 $4.5M
Trillium Asset Management, LLC 0.12% Reduce -52.4% 27,038 $4.1M
13D Management LLC 3.60% New 26,873 $4.1M
IMC-Chicago, LLC 0.16% New 26,770 $4.1M
PineStone Asset Management Inc. 0.03% No change 24,941 $3.8M
Advantage Alpha Capital Partners LP 0.93% Reduce -52.7% 24,875 $3.8M
Citigroup Inc. 0.00% Add +1.0% 24,798 $3.8M
Amalgamated Bank 0.03% Reduce -3.8% 24,634 $3.7M
Lorne Steinberg Wealth Management Inc. 1.08% Reduce -0.3% 24,465 $3.7M
GHP Investment Advisors, Inc. 0.17% Add +3.9% 23,832 $3.6M
Janus Henderson Group PLC 0.00% Reduce -6.0% 23,600 $3.6M
Comerica Bank 0.01% Reduce -1.6% 22,653 $3.4M
Pathstone Holdings, LLC 0.01% Reduce -4.8% 21,784 $3.3M
Oak Ridge Investments LLC 0.26% Add +1.6% 20,325 $3.1M
Voya Investment Management LLC 0.00% Reduce -21.2% 19,664 $3.0M
Yousif Capital Management, LLC 0.03% Reduce -1.5% 19,247 $2.9M
Police & Firemen's Retirement System of New Jersey 0.03% Add +0.9% 19,227 $2.9M
Captrust Financial Advisors 0.01% Reduce -3.7% 19,135 $2.9M
State of New Jersey Common Pension Fund D 0.01% Add +8.7% 18,868 $2.9M
Thrivent Financial for Lutherans 0.01% Reduce -0.2% 18,541 $2.8M
Verition Fund Management LLC 0.02% Add +4.4% 18,387 $2.8M
South Dakota Investment Council 0.06% Reduce -27.7% 18,245 $2.8M
Allianz Asset Management GmbH 0.00% Reduce -15.5% 18,206 $2.8M
Illinois Municipal Retirement Fund 0.04% No change 18,029 $2.7M
Evoke Wealth, LLC 0.07% Reduce -13.6% 17,818 $2.7M
Ancora Advisors LLC 0.06% New 17,810 $2.7M
Oppenheimer Asset Management Inc. 0.03% Add +11.2% 17,665 $2.7M
Assenagon Asset Management S.A. 0.00% Reduce -98.6% 17,584 $2.7M
Voloridge Investment Management, LLC 0.01% New 16,844 $2.6M
Public Employees Retirement System of Ohio 0.01% Reduce -10.4% 16,395 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% No change 16,333 $2.5M
Ensign Peak Advisors, Inc 0.00% No change 16,288 $2.5M
Palisade Capital Management, LP 0.08% Add +3.5% 16,287 $2.5M
Fruth Investment Management 0.69% Reduce -1.1% 16,160 $2.5M
Arizona State Retirement System 0.01% Reduce -1.1% 15,419 $2.3M
State of Tennessee, Department of Treasury 0.01% No change 15,133 $2.3M
Louisiana State Employees Retirement System 0.05% Add +1.3% 15,100 $2.3M
Fourpath Capital Management, LLC 0.39% Reduce -2.0% 14,927 $2.3M
Marshall Wace, LLP 0.00% New 14,744 $2.2M
Russell Investments Group, Ltd. 0.00% Add +12.5% 14,742 $2.2M
King Luther Capital Management Corp. 0.01% No change 14,700 $2.2M
Wolverine Trading, LLC 0.07% Add +26.1% 14,296 $2.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -37.1% 14,265 $2.2M
Handelsbanken Fonder AB 0.01% No change 13,900 $2.1M
Teacher Retirement System of Texas 0.01% Add +30.3% 13,380 $2.0M
Renaissance Technologies 0.00% New 12,970 $2.0M
State of Michigan Retirement System 0.01% Add +1.6% 12,920 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.2% 12,859 $2.0M
Walleye Trading LLC 0.06% New 12,792 $1.9M
STRS Ohio 0.01% Reduce -23.2% 12,098 $1.8M
Aurora Investment Counsel 1.01% Reduce -4.8% 11,986 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 11,961 $1.8M
Gotham Asset Management 0.01% Reduce -12.1% 11,263 $1.7M
Burney Co./ 0.06% Reduce -80.7% 11,223 $1.7M
Oregon Public Employees Retirement Fund 0.03% Add +0.9% 11,020 $1.7M
New Mexico Educational Retirement Board 0.06% No change 11,000 $1.7M
KLP Kapitalforvaltning As 0.01% Reduce -0.9% 10,900 $1.7M
Fifth Third Bancorp 0.01% Reduce -15.1% 10,759 $1.6M
Ameritas Investment Partners, Inc. 0.06% Reduce -1.8% 10,584 $1.6M
XTX Topco Ltd 0.08% Add +498.1% 10,197 $1.5M
Hantz Financial Services, Inc. 0.03% New 10,032 $1.5M
Cardinal Capital Management 0.23% Add +5.1% 9,840 $1.5M
Bessemer Group Inc. 0.00% Reduce -0.5% 9,775 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 9,703 $1.5M
Atria Investments, Inc 0.02% Reduce -0.7% 9,103 $1.4M
BNP Paribas Financial Markets 0.00% Add +10.1% 9,041 $1.4M
Utah Retirement Systems 0.02% No change 8,841 $1.3M
Toronto Dominion Bank 0.00% Reduce -31.0% 8,802 $1.3M
Pictet Asset Management Holding SA 0.00% Add +18.0% 8,454 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Reduce -39.9% 8,437 $1.3M
Corient Private Wealth LP 0.00% Add +9.4% 8,352 $1.3M
Ethic Inc. 0.03% Add +9.9% 8,194 $1.3M
Mariner, LLC 0.00% Add +6.6% 8,230 $1.3M
TD Private Client Wealth LLC 0.03% Add +46.4% 7,709 $1.2M
LPL Financial LLC 0.00% Add +30.0% 7,657 $1.2M
Cibc World Market Inc. 0.00% Reduce -20.0% 7,603 $1.2M
Creative Planning 0.00% Reduce -0.2% 7,567 $1.2M
Glenmede Trust Co. NA 0.01% Add +0.1% 7,489 $1.1M
Sanctuary Advisors, LLC 0.01% Add +21.6% 7,482 $1.1M
St. Nicholas Private Asset Management, Inc. 1.07% Reduce -11.4% 7,402 $1.1M
Royal Bank of Canada 0.00% Reduce -94.5% 7,295 $1.1M
Townsquare Capital LLC 0.01% Add +10.4% 7,237 $1.1M
Centiva Capital, LP 0.06% New 6,937 $1.1M
Credit Agricole S A 0.00% No change 6,934 $1.1M
Simon Quick Advisors, LLC 0.06% Add +7.3% 6,766 $1.0M
Cerity Partners LLC 0.00% Reduce -36.7% 6,394 $972K
O'shaughnessy Asset Management, LLC 0.01% New 6,297 $957K
State of Alaska, Department of Revenue 0.01% Add +2.7% 6,302 $957K
Xponance LLC 0.01% Add +1.6% 6,223 $946K
Fox Run Management, L.L.C. 0.14% New 6,153 $935K
Cetera Investment Advisers 0.00% Add +100.8% 6,127 $931K
HighTower Advisors, LLC 0.00% Reduce -1.1% 6,013 $914K
Neuberger Berman Group LLC 0.00% Add +2.3% 5,990 $910K
Public Employees Retirement Association of Colorado 0.00% No change 5,666 $861K
Simplex Trading, LLC 0.03% Add +575.2% 5,645 $857K
Dynamic Technology Lab Private Ltd 0.12% New 5,390 $819K
Sterling Capital Management LLC 0.01% Add +66.8% 5,310 $807K
Pinebridge Investments, L.P. 0.01% New 5,302 $806K
Storebrand Asset Management As 0.00% No change 5,262 $800K
Bridgefront Capital, LLC 0.23% New 5,217 $793K
Blue Trust, Inc. 0.01% Add +22.3% 5,157 $784K
Ridgewood Investments LLC 0.36% No change 5,104 $776K
Federated Hermes, Inc. 0.00% Reduce -6.6% 5,096 $774K
Logan Capital Management Inc. 0.03% No change 5,058 $769K
Occudo Quantitative Strategies LP 0.10% Add +44.2% 5,006 $765K
Quantessence Capital LLC 0.19% New 5,000 $760K
Intech Investment Management LLC 0.01% Reduce -31.9% 4,953 $753K
GAMCO Investors 0.01% No change 4,800 $730K
Fifth Third Wealth Advisors LLC 0.04% Add +0.1% 4,748 $722K
Walleye Capital LLC 0.01% Add +1332.6% 4,742 $721K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -3.6% 4,574 $695K
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.0% 4,564 $694K
SG Americas Securities, LLC 0.00% Add +209.6% 4,458 $678K
Quadrant Capital Group LLC 0.02% Add +698.1% 4,302 $654K
Prudential Financial Inc. 0.00% Add +19.4% 4,684 $644K
National Bank of Canada 0.00% Reduce -96.7% 4,219 $641K
Securian Asset Management, Inc. 0.02% No change 4,066 $618K
Hills Bank & Trust Co 0.04% No change 4,042 $614K
Vestcor Inc 0.02% No change 4,032 $613K
HUB Investment Partners, LLC 0.02% New 4,000 $608K
Headlands Technologies LLC 0.07% New 3,893 $592K
Bayesian Capital Management, LP 0.10% New 3,793 $576K
Keel Point, LLC 0.04% Add +0.3% 3,660 $556K
Ritholtz Wealth Management 0.02% New 3,643 $554K
Commerce Bank 0.00% Reduce -0.3% 3,633 $552K
United Services Automobile Association 0.02% New 3,560 $544K
Janney Montgomery Scott LLC 0.00% Add +2.9% 3,566 $542K
Yorktown Management & Research Co Inc 0.55% No change 3,300 $502K
Ellevest, Inc. 0.03% Reduce -0.8% 3,276 $498K
Mountain Pacific Investment Advisers LLC 0.04% Reduce -1.4% 3,205 $487K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.8% 3,192 $485K
Studio Investment Management LLC 0.10% Reduce -10.2% 3,170 $482K
Two Sigma Securities, LLC 0.07% New 3,160 $480K
FORA Capital, LLC 0.05% New 3,131 $476K
Fiera Capital Corp 0.00% Reduce -18.8% 3,128 $475K
DF Dent & Co. Inc. 0.01% No change 3,031 $461K
Jefferies Financial Group Inc. 0.01% New 2,892 $440K
RMR Wealth Builders 0.05% No change 2,867 $436K
Tidal Investments LLC 0.00% Reduce -42.6% 2,850 $433K
Petrus Trust Company, LTA 0.04% No change 2,795 $425K
US Bancorp \de 0.00% Add +2.0% 2,770 $421K
Teza Capital Management LLC 0.19% Reduce -82.9% 2,693 $409K
Blair William & Co. 0.00% Reduce -39.1% 2,677 $407K
Tudor Investment Corporation 0.00% New 2,661 $404K
Beverly Hills Private Wealth, LLC 0.08% Reduce -0.1% 2,615 $397K
Canada Pension Plan Investment Board 0.00% Reduce -16.1% 2,600 $395K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -11.4% 2,527 $385K
Forum Financial Management, LP 0.01% Reduce -1.7% 2,523 $383K
Teton Advisors, Inc. 0.25% Reduce -68.8% 2,500 $380K
Maryland State Retirement & Pension System 0.01% Reduce -18.3% 2,488 $378K
Brown Brothers Harriman & Co. 0.00% No change 2,443 $371K
M&T Bank Corp 0.00% Reduce -24.2% 2,419 $367K
Integrity Alliance, Llc. 0.01% New 2,400 $365K
Mercer Global Advisors Inc. 0.00% Add +56.2% 2,378 $361K
MML Investors Services, LLC 0.00% Add +14.7% 2,350 $357K
ProShare Advisors LLC 0.00% Reduce -8.9% 2,293 $348K
Tower Research Capital LLC (TRC) 0.01% Reduce -5.5% 2,272 $345K
Focus Partners Wealth 0.00% Reduce -9.1% 2,228 $339K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -39.3% 2,108 $320K
KBC Group NV 0.00% Reduce -69.9% 2,079 $316K
Caprock Group, LLC 0.01% New 2,036 $309K
Postrock Partners LLC 0.15% No change 1,995 $303K
Greenleaf Trust 0.00% Add +0.1% 1,960 $298K
Shelton Capital Management 0.01% Reduce -8.5% 1,931 $293K
Shell Asset Management Co. 0.01% Reduce -4.1% 1,914 $291K
Bayforest Capital Ltd 0.13% Add +183.1% 1,888 $287K
Man Group plc 0.00% Reduce -60.4% 1,883 $286K
Fieldview Capital Management, LLC 0.04% New 1,878 $285K
&partners 0.00% New 1,801 $276K
Commonwealth Equity Services, LLC 0.00% Add +4.9% 1,806 $274K
Stifel Financial Corp. 0.00% Reduce -3.9% 1,771 $269K
Net Worth Advisory Group 0.08% Add +2.0% 1,739 $264K
CIBC Asset Management Inc 0.00% Add +2.1% 1,686 $256K
First Citizens Bank & Trust Co. 0.01% Add +3.9% 1,680 $255K
TD Waterhouse Canada Inc. 0.00% Add +11.1% 1,638 $250K
GTS Securities LLC 0.01% New 1,622 $247K
Burgundy Asset Management Ltd. 0.00% Add +5.0% 1,604 $244K
Ballentine Partners, LLC 0.00% Add +0.2% 1,567 $238K
Claret Asset Management Corp 0.05% Add +0.1% 1,566 $238K
111 Capital 0.04% New 1,525 $232K
Snowden Capital Advisors LLC 0.01% New 1,524 $232K
Jain Global LLC 0.00% New 1,506 $229K
Naples Global Advisors, LLC 0.02% No change 1,500 $228K
Praxis Investment Management Inc. 0.02% No change 1,480 $225K
Beacon Investment Advisory Services, Inc. 0.01% New 1,463 $222K
Orion Porfolio Solutions, LLC 0.00% Reduce -3.9% 1,447 $220K
Orion Portfolio Solutions, LLC 0.00% Reduce -3.9% 1,447 $220K
AlphaQuest LLC 0.02% Add +114.9% 1,414 $215K
Nisa Investment Advisors, LLC 0.00% Reduce -12.8% 1,365 $207K
Schmidt P J Investment Management Inc. 0.04% New 1,336 $203K
Applied Finance Capital Management, LLC 0.01% New 1,336 $203K
Jones Financial Companies LLLP 0.00% Add +40.2% 1,068 $163K
Caitong International Asset Management Co., Ltd 0.12% New 1,040 $158K
Vestor Capital, LLC 0.01% No change 1,000 $152K
Brooklyn Investment Group 0.03% Add +4.6% 941 $143K
GAMMA Investing LLC 0.01% Add +44.9% 901 $137K
Cwm, LLC 0.00% Reduce -9.0% 866 $132K
Coldstream Capital Management Inc. 0.00% New 787 $120K
Crewe Advisors LLC 0.02% No change 710 $108K
Parkside Financial Bank & Trust 0.01% Add +5.4% 701 $107K
UMB Bank, n.a. 0.00% Add +60.3% 638 $97K
Lummis Asset Management, LP 0.07% Reduce -93.1% 605 $95K
Annis Gardner Whiting Capital Advisors, LLC 0.04% No change 564 $86K
Coastline Trust Co 0.01% Reduce -25.3% 560 $85K
Principal Securities, Inc. 0.00% No change 566 $77K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +90.3% 432 $66K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +9.1% 407 $62K
Eukles Asset Management 0.02% Reduce -47.7% 372 $57K
Quent Capital, LLC 0.01% No change 360 $55K
Signaturefd, LLC 0.00% Add +2.7% 338 $51K
Nomura Asset Management Co. Ltd. 0.00% No change 320 $49K
First Horizon Advisors, Inc. 0.00% Add +17.8% 298 $45K
Osaic Holdings, Inc. 0.00% Reduce -59.8% 298 $45K
Versant Capital Management, Inc 0.01% Add +760.0% 258 $39K
Arcadia Investment Management Corp. 0.01% Reduce -61.5% 250 $38K
Arax Advisory Partners 0.00% New 245 $37K
CI Investments Inc. 0.00% Reduce -6.4% 235 $36K
Covestor Ltd 0.02% Add +0.5% 209 $32K
Clean Yield Group 0.01% No change 200 $30K
CIBC Private Wealth Group LLC 0.00% Reduce -26.6% 226 $28K
DHJJ Financial Advisors, Ltd. 0.01% No change 177 $27K
Parallel Advisors, LLC 0.00% Add +6.2% 172 $26K
TCTC Holdings, LLC 0.00% Add +116.7% 169 $26K
Bartlett & Co. Wealth Management LLC 0.00% No change 167 $25K
Plante Moran Financial Advisors, LLC 0.00% No change 165 $25K
Lindbrook Capital, LLC 0.00% Add +164.5% 164 $25K
Geneos Wealth Management Inc. 0.00% New 156 $24K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 156 $24K
Optiver Holding B.V. 0.00% Add +121.7% 153 $23K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +13900.0% 140 $21K
Lanark Financial, Inc. 0.00% — 140 $21K
Towne Trust Company, N.A 0.01% No change 120 $18K
Abound Wealth Management 0.01% No change 120 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Add +31.1% 118 $18K
Rise Advisors, LLC 0.01% Reduce -23.5% 117 $18K
Peregrine Capital Management LLC 0.00% No change 110 $17K
Summit Securities Group LLC 0.01% New 107 $16K
Caldwell Trust Co 0.00% Reduce -41.4% 106 $16K
Smartleaf Asset Management LLC 0.00% Add +21.2% 103 $16K
Bangor Savings Bank 0.00% No change 100 $15K
Danske Bank A/S 0.00% No change 100 $15K
Mather Group, Llc. 0.00% No change 93 $14K
True Wealth Design, LLC 0.01% Add +3.5% 90 $14K
Trust Co 0.00% No change 90 $14K
Quarry LP 0.00% New 89 $14K
Atlas Capital Advisors Inc. 0.00% New 87 $13K
Sound Income Strategies, LLC 0.00% No change 87 $13K
EverSource Wealth Advisors, LLC 0.00% Add +17.8% 86 $13K
Larson Financial Group LLC 0.00% New 86 $13K
PFS Partners, LLC 0.01% No change 85 $13K
Spire Wealth Management 0.00% Reduce -11.8% 82 $12K
Wayfinding Financial, LLC 0.00% New 73 $11K
Allworth Financial LP 0.00% Reduce -41.7% 77 $10K
Princeton Global Asset Management LLC 0.00% Reduce -32.6% 60 $9K
Wolff Wiese Magana LLC 0.01% No change 53 $8K
Hemington Wealth Management 0.00% Add +35.7% 57 $8K
Whittier Trust Co. 0.00% No change 51 $8K
Future Financial Wealth Managment LLC 0.01% No change 50 $8K
Millstone Evans Group, LLC 0.00% New 47 $7K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -77.5% 43 $7K
Clearstead Trust, LLC 0.00% New 41 $6K
JFS Wealth Advisors, LLC 0.00% Add +11.1% 40 $6K
Farmers & Merchants Investments Inc. 0.00% Add +77.3% 39 $6K
WASHINGTON TRUST Co 0.00% Add +2.7% 38 $6K
Magnetar Financial LLC 0.00% New 38 $6K
Steward Partners Investment Advisory, LLC 0.00% Reduce -52.0% 37 $6K
Assetmark, Inc. 0.00% Reduce -12.5% 35 $5K
Highline Wealth Partners LLC 0.00% New 32 $5K
Bell Investment Advisors, Inc 0.00% No change 31 $5K
High Note Wealth, LLC 0.00% No change 31 $5K
Orion Capital Management LLC 0.00% No change 30 $5K
Meeder Asset Management Inc. 0.00% Reduce -64.3% 30 $5K
Huntington National Bank 0.00% Reduce -7.4% 25 $4K
Retirement Wealth Solutions LLC 0.00% No change 24 $4K
Farther Finance Advisors, LLC 0.00% Reduce -8.0% 23 $4K
SouthState Bank Corp 0.00% New 18 $3K
MAI Capital Management 0.00% Reduce -5.6% 17 $3K
WPG Advisers, LLC 0.00% No change 16 $2K
Manchester Capital Management LLC 0.00% No change 16 $2K
Zions Bancorporation, National Association 0.00% — 16 $2K
Bokf, NA 0.00% No change 16 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 15 $2K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -55.9% 15 $2K
Bruce G. Allen Investments, LLC 0.00% No change 14 $2K
Pinnacle Bancorp, Inc. 0.00% No change 12 $2K
SJS Investment Consulting Inc. 0.00% Add +20.0% 12 $2K
Global Financial Private Client, LLC 0.00% Add +266.7% 11 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -8.3% 11 $2K
HHM Wealth Advisors, LLC 0.00% No change 9 $1K
Financial Network Wealth Advisors LLC 0.00% New 8 $1K
Raffa Wealth Management, LLC 0.00% No change 8 $1K
NewEdge Advisors, LLC 0.00% No change 8 $1K
First Pacific Financial 0.00% New 7 $1K
Avion Wealth 0.00% No change 8 $1K
CoreCap Advisors, LLC 0.00% New 6 $912
Hughes Financial Services, LLC 0.00% New 4 $611
Cromwell Holdings LLC 0.00% New 4 $608
Bare Financial Services, Inc 0.00% New 4 $608
Sachetta, LLC 0.00% No change 4 $608
NewSquare Capital LLC 0.00% New 4 $608
Bogart Wealth, LLC 0.00% New 3 $456
Parkworth Wealth Management, Inc. 0.00% No change 2 $304
HFM Investment Advisors, LLC 0.00% — 2 $304
Bay Harbor Wealth Management, LLC 0.00% New 2 $303
Cornerstone Planning Group LLC 0.00% New 2 $256
Rothschild Investment LLC 0.00% No change 1 $152
MV Capital Management, Inc. 0.00% No change 1 $152
IFP Advisors, Inc 0.00% No change 1 $152
Principia Wealth Advisory, LLC 0.00% No change 1 $144

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