MiddlebyMIDD

13F holders, Q2 2026 (June 30)
452holders +32
81new positions
51sold out
11famous investors
$171.21avg. 13F price*

At the end of Q2 2026, 452 institutions reported holding Middleby Corp. (MIDD) in their 13F filings, up 32 from Q1 2026. 81 opened new positions and 51 sold out. The largest holders were T. Rowe Price Associates Inc. ($1.0B), BlackRock, Inc. ($676.0M) and Garden Investment Management, L.P. ($581.3M). 11 famous investors held it, including John W. Rogers Jr. (2.8% of Ariel Investments's portfolio), George Soros (0.4% of Soros Fund Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions81$209.5M
Exits51$52.8M

All 13F filers, Q1 2026 → Q2 2026: 5,860,692 shares bought and 6,636,573 shares sold, net −775,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 452 holders

T. Rowe Price Associates Inc. 0.10% Reduce -9.4% 5,814,110 $1.0B
BlackRock, Inc. 0.01% Reduce -7.6% 3,930,209 $676.0M
Garden Investment Management, L.P. 72.86% No change 3,379,737 $581.3M
JPMorgan Chase & Co. 0.02% Add +3.3% 2,444,717 $423.4M
Invesco Ltd. 0.03% Add +35.9% 1,880,180 $323.4M
Vanguard Capital Management LLC 0.01% Reduce -9.4% 1,860,358 $320.0M
Vanguard Portfolio Management LLC 0.01% Reduce -10.3% 1,770,556 $304.6M
Ariel Investments 2.82% Add +4.4% 1,644,006 $282.8M
FMR LLC 0.01% Add +4205.8% 1,348,090 $231.9M
State Street Corp. 0.01% Reduce -6.4% 1,333,186 $229.3M
Dimensional Fund Advisors LP 0.04% Add +19.6% 1,326,986 $228.3M
Earnest Partners LLC 0.79% Reduce -1.5% 1,272,385 $218.9M
Geode Capital Management, LLC 0.01% Add +24.1% 1,148,400 $197.6M
Bank of America Corp. 0.01% Reduce -5.4% 806,947 $138.8M
Sei Investments Co. 0.12% Reduce -4.8% 764,765 $131.5M
Wellington Management Group LLP 0.02% Reduce -37.0% 755,818 $130.0M
Cooke & Bieler LP 1.26% Add +15.0% 631,996 $108.7M
Ameriprise Financial Inc. 0.02% Reduce -4.3% 601,107 $103.4M
Arrowstreet Capital, Limited Partnership 0.05% Add +5.9% 596,654 $102.6M
Turtle Creek Asset Management Inc. 3.95% Reduce -22.6% 730,564 $101.1M
Select Equity Group, L.P. 0.52% Reduce -62.1% 568,621 $97.8M
Quantinno Capital Management LP 0.12% Add +95.2% 563,023 $96.8M
Goldman Sachs Group Inc. 0.01% Add +499.0% 535,969 $92.2M
Morgan Stanley 0.00% Reduce -12.9% 486,167 $83.6M
Bank of Montreal 0.03% Add +0.3% 457,742 $78.7M
Boston Partners 0.07% Add +18.4% 426,152 $73.1M
Renaissance Technologies 0.10% Add +104.9% 420,670 $72.4M
D. E. Shaw & Co. 0.05% Reduce -46.4% 418,808 $72.0M
Bank of New York Mellon Corp 0.01% Reduce -6.9% 401,153 $69.0M
Northern Trust Corp. 0.01% Reduce -8.9% 380,171 $65.4M
UBS Group AG 0.01% Reduce -23.9% 314,658 $54.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -7.5% 313,633 $53.9M
Vanguard Fiduciary Trust Co. 0.01% Reduce -8.7% 262,826 $45.2M
Clarkston Capital Partners, LLC 3.54% Reduce -15.8% 243,851 $41.9M
Marshall Wace, LLP 0.03% Add +41.2% 233,077 $40.1M
Citadel Advisors 0.02% Add +293.2% 215,048 $37.0M
Neuberger Berman Group LLC 0.02% Reduce -33.1% 212,561 $36.6M
Millennium Management 0.02% New 195,321 $33.6M
Jones Financial Companies LLLP 0.01% Add +20.9% 182,448 $31.6M
New York State Common Retirement Fund 0.04% Add +0.2% 177,146 $30.5M
Fort Washington Investment Advisors Inc. 0.14% New 162,870 $28.0M
Ancora Advisors LLC 0.52% Add +23.1% 155,785 $26.8M
Russell Investments Group, Ltd. 0.02% Reduce -34.1% 152,607 $26.3M
Natixis Advisors, LLC 0.03% Add +27.9% 186,008 $25.7M
Medina Value Partners, LLC 4.72% New 139,976 $24.1M
Lazard Asset Management LLC 0.04% Reduce -6.2% 138,691 $23.9M
Norges Bank 0.00% — 138,252 $23.8M
LSV Asset Management 0.04% Add +1011.7% 137,849 $23.7M
Wells Fargo & Company 0.00% Add +3.5% 129,883 $22.3M
Soros Fund Management 0.37% New 124,000 $21.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -6.3% 115,789 $19.9M
Rhumbline Advisers 0.01% Reduce -9.7% 114,714 $19.7M
Gotham Asset Management 0.04% Add +662.0% 109,710 $18.9M
Vestor Capital, LLC 1.16% Add +14327.7% 144,277 $18.5M
Impax Asset Management Group plc 0.12% Reduce -2.9% 102,869 $17.7M
Allspring Global Investments Holdings, LLC 0.03% Add +24.5% 102,884 $17.7M
California Public Employees Retirement System 0.01% Add +4.0% 96,064 $16.5M
Principal Financial Group Inc. 0.01% Reduce -8.8% 94,464 $16.2M
Lord, Abbett & Co. LLC 0.05% Reduce -36.4% 91,720 $15.8M
Capital Fund Management S.A. 0.11% New 91,476 $15.7M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -87.6% 91,242 $15.7M
Holocene Advisors, LP 0.04% Add +279.9% 89,370 $15.4M
Corient Private Wealth LP 0.02% Add +72.5% 86,224 $14.8M
Swiss National Bank 0.01% Reduce -11.0% 84,200 $14.5M
Wedge Capital Management L L P 0.24% Add +5.7% 82,969 $14.3M
AQR Capital Management 0.00% Reduce -74.4% 75,286 $12.9M
Qube Research & Technologies Ltd 0.01% Reduce -10.1% 73,246 $12.6M
Nuveen, LLC 0.00% Reduce -28.0% 69,276 $11.9M
Retirement Systems of Alabama 0.04% Reduce -16.7% 68,776 $11.8M
Mountaineer Partners Management, LLC 8.45% New 67,536 $11.6M
DRW Securities, LLC 0.67% Add +185.4% 65,098 $11.2M
Leith Wheeler Investment Counsel Ltd. 0.84% Reduce -0.9% 64,105 $11.0M
Edgestream Partners, L.P. 0.32% New 63,310 $10.9M
HRT Financial LP 0.02% New 61,153 $10.5M
Jupiter Asset Management Ltd. 0.05% Reduce -16.3% 58,570 $10.1M
Barclays PLC 0.00% Reduce -15.9% 58,527 $10.1M
Legal & General Group Plc 0.00% Reduce -11.5% 55,742 $9.6M
Verition Fund Management LLC 0.07% Add +35.7% 55,509 $9.5M
Envestnet Asset Management Inc. 0.00% Reduce -12.1% 53,760 $9.2M
Gabelli Funds LLC 0.06% No change 50,000 $8.6M
California State Teachers Retirement System 0.01% Reduce -13.1% 48,545 $8.4M
Franklin Resources Inc. 0.00% Reduce -88.3% 47,838 $8.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -37.4% 42,513 $7.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -2.1% 41,729 $7.2M
First Trust Advisors LP 0.00% Add +958.8% 41,325 $7.1M
Alliancebernstein L.P. 0.00% Reduce -9.2% 51,964 $6.9M
New York State Teachers Retirement System 0.01% Reduce -14.8% 39,718 $6.8M
Raymond James Financial Inc. 0.00% Reduce -61.4% 39,194 $6.7M
State Board of Administration of Florida Retirement System 0.01% Reduce -2.0% 38,556 $6.6M
Royal Bank of Canada 0.00% Add +1069.8% 37,855 $6.5M
Freestone Grove Partners LP 0.04% New 37,809 $6.5M
American Century Companies Inc. 0.00% Add +14.2% 37,459 $6.4M
Citigroup Inc. 0.00% Add +258.6% 36,324 $6.2M
Thompson Siegel & Walmsley LLC 0.11% Reduce -5.5% 35,068 $6.0M
Pacific Capital Partners Ltd 5.17% Reduce -26.8% 34,701 $6.0M
Heartland Advisors Inc. 0.25% No change 32,599 $5.6M
Peregrine Capital Management LLC 0.18% Reduce -0.4% 31,994 $5.5M
Susquehanna International Group, LLP 0.00% Reduce -14.5% 29,226 $5.0M
S&co Inc. 0.29% No change 29,100 $5.0M
PNC Financial Services Group, Inc. 0.00% Reduce -0.4% 29,019 $5.0M
Hunter Perkins Capital Management, LLC 1.11% Reduce -1.6% 28,859 $5.0M
Thrivent Financial for Lutherans 0.01% Reduce -4.2% 27,614 $4.8M
Mayar Capital Ltd. 5.06% Reduce -7.1% 26,200 $4.5M
Trexquant Investment LP 0.03% Reduce -74.7% 25,759 $4.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.4% 24,703 $4.2M
Bridgewater Associates 0.02% New 24,211 $4.2M
Natixis 0.02% New 24,033 $4.1M
Fifth Third Bancorp 0.01% Reduce -27.3% 23,581 $4.1M
Oppenheimer Asset Management Inc. 0.04% Add +4.8% 23,142 $4.0M
GHP Investment Advisors, Inc. 0.15% Add +6.7% 23,027 $4.0M
XTX Topco Ltd 0.05% Reduce -51.5% 20,638 $3.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Reduce -10.9% 20,403 $3.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +2314.1% 20,230 $3.5M
MetLife Investment Management, LLC 0.02% Reduce -12.1% 20,056 $3.4M
Focus Partners Wealth 0.00% Add +62.8% 20,004 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -2.0% 19,933 $3.4M
Palisade Capital Management, LP 0.16% Reduce -7.0% 19,171 $3.3M
Virtu Financial LLC 0.10% Add +391.9% 18,810 $3.2M
Easterly Investment Partners LLC 0.16% New 18,570 $3.2M
Amalgamated Bank 0.02% Reduce -12.1% 18,492 $3.2M
Treasurer of the State of North Carolina 0.01% Reduce -9.5% 18,450 $3.2M
State of Tennessee, Department of Treasury 0.01% Reduce -17.3% 18,224 $3.1M
Jupiter Topco LLC 0.00% — 17,950 $3.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -3.5% 17,047 $2.9M
Broyhill Asset Management, LLC 2.59% Reduce -30.1% 16,932 $2.9M
Vanguard Global Advisers, LLC 0.00% Reduce -13.3% 16,266 $2.8M
Mutual of America Capital Management LLC 0.03% Reduce -12.9% 15,460 $2.7M
Squarepoint Ops LLC 0.01% Reduce -80.9% 15,368 $2.6M
South Dakota Investment Council 0.05% Reduce -1.6% 15,288 $2.6M
Picton Mahoney Asset Management 0.02% New 15,052 $2.6M
Handelsbanken Fonder AB 0.01% No change 15,000 $2.6M
Summit Trail Advisors, LLC 0.03% Add +10.9% 14,967 $2.6M
Nexpoint Asset Management, L.P. 0.17% Reduce -60.3% 14,825 $2.6M
King Luther Capital Management Corp. 0.01% No change 14,700 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% No change 14,533 $2.5M
Los Angeles Capital Management LLC 0.01% Add +5924.1% 14,277 $2.5M
Fruth Investment Management 0.57% Reduce -4.1% 13,985 $2.4M
State of New Jersey Common Pension Fund D 0.01% Reduce -23.2% 13,778 $2.4M
Schroder Investment Management Group 0.00% New 13,360 $2.3M
Entropy Technologies, LP 0.09% New 13,371 $2.3M
Mercer Global Advisors Inc. 0.00% Add +22.3% 13,022 $2.2M
Creative Planning 0.00% Reduce -1.0% 12,806 $2.2M
KLP Kapitalforvaltning As 0.01% Add +19.8% 12,700 $2.2M
New Age Alpha Advisors, LLC 0.09% New 12,697 $2.2M
Intech Investment Management LLC 0.02% Reduce -13.5% 12,597 $2.2M
Public Employees Retirement System of Ohio 0.01% Reduce -17.6% 12,352 $2.1M
Louisiana State Employees Retirement System 0.03% Reduce -9.0% 12,200 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -14.8% 12,170 $2.1M
Lighthouse Investment Partners, LLC 0.06% New 12,002 $2.1M
Riverwater Partners LLC 0.61% New 11,917 $2.0M
Cardinal Capital Management 0.24% Add +0.8% 11,652 $2.0M
Arizona State Retirement System 0.01% Reduce -11.9% 11,578 $2.0M
Man Group plc 0.00% Reduce -19.6% 10,987 $1.9M
Engineers Gate Manager LP 0.02% Add +514.9% 10,699 $1.8M
Vanguard Investments Australia, Ltd. 0.00% Reduce -12.8% 10,626 $1.8M
Nordea Investment Management AB 0.00% New 10,591 $1.8M
Caprock Group, LLC 0.03% Add +37.9% 10,469 $1.8M
Captrust Financial Advisors 0.00% Reduce -34.2% 10,003 $1.7M
Brant Point Investment Management LLC 0.38% New 10,000 $1.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -14.2% 9,958 $1.7M
State of Michigan Retirement System 0.01% Reduce -12.6% 9,720 $1.7M
New Mexico Educational Retirement Board 0.04% No change 9,500 $1.6M
Tidal Investments LLC 0.00% Add +131.3% 9,489 $1.6M
Vident Advisory, LLC 0.01% Add +340.0% 9,464 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -9.9% 9,357 $1.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -12.1% 9,335 $1.6M
Atria Investments, Inc 0.02% Add +61.9% 8,962 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +57.4% 10,990 $1.5M
Oregon Public Employees Retirement Fund 0.02% Reduce -9.1% 8,651 $1.5M
SummitTX Capital, L.P. 0.04% Reduce -35.4% 8,649 $1.5M
Logan Capital Management Inc. 0.05% — 8,535 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -23.4% 8,288 $1.4M
Quent Capital, LLC 0.09% Add +0.1% 8,165 $1.4M
LPL Financial LLC 0.00% Reduce -2.4% 8,007 $1.4M
OMERS ADMINISTRATION Corp 0.01% New 8,000 $1.4M
SG Americas Securities, LLC 0.00% Reduce -76.8% 7,925 $1.4M
Pathstone Holdings, LLC 0.00% Reduce -1.9% 7,807 $1.3M
Ameritas Investment Partners, Inc. 0.04% Reduce -10.3% 7,655 $1.3M
Axq Capital, LP 0.14% Reduce -11.0% 7,588 $1.3M
Worldquant Millennium Advisors LLC 0.00% New 7,501 $1.3M
Glenmede Trust Co. NA 0.01% Add +0.4% 7,247 $1.2M
Victory Capital Management Inc. 0.00% Reduce -77.4% 7,080 $1.2M
GMO 0.00% New 6,816 $1.2M
Redwood Investment Management, LLC 0.12% Reduce -14.8% 6,793 $1.2M
Pictet Asset Management Holding SA 0.00% Reduce -16.1% 6,733 $1.2M
Deutsche Bank AG 0.00% Reduce -9.5% 6,702 $1.2M
Caxton Associates LLP 0.02% Reduce -9.7% 6,701 $1.2M
First Citizens Bank & Trust Co. 0.02% Add +0.4% 6,590 $1.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.2% 6,566 $1.1M
State of Wisconsin Investment Board 0.00% Reduce -38.7% 6,539 $1.1M
Southeast Asset Advisors, LLC 0.11% Reduce -52.2% 6,382 $1.1M
Sanctuary Advisors, LLC 0.01% Add +46.0% 6,356 $1.1M
Allstate Corp. 0.01% Add +1.8% 6,270 $1.1M
III Capital Management 0.27% New 6,000 $1.0M
Jump Financial, LLC 0.01% Add +63.0% 5,744 $988K
Public Employees Retirement Association of Colorado 0.00% Reduce -2.7% 5,514 $948K
New York Life Investment Management LLC 0.01% Reduce -11.0% 5,482 $943K
Jain Global LLC 0.01% New 5,359 $922K
Cibc World Market Inc. 0.00% Reduce -0.4% 6,588 $912K
Schonfeld Strategic Advisors LLC 0.00% Add +207.1% 5,263 $905K
&partners 0.00% Reduce -2.2% 5,241 $902K
Diametric Capital, LP 0.10% Reduce -17.1% 6,514 $901K
Cary Street Partners Financial LLC 0.02% Reduce -0.3% 5,145 $885K
Teacher Retirement System of Texas 0.00% Add +122.0% 5,144 $885K
Xponance LLC 0.01% Reduce -9.8% 5,135 $883K
Concentric Capital Strategies, LP 0.05% Reduce -78.9% 5,067 $872K
Blue Trust, Inc. 0.01% Reduce -3.0% 4,880 $839K
GAMCO Investors 0.01% No change 4,800 $826K
Fifth Third Wealth Advisors LLC 0.02% Reduce -1.4% 4,774 $821K
EP Wealth Advisors, LLC 0.00% Add +51.9% 4,727 $813K
St. Nicholas Private Asset Management, Inc. 0.70% Reduce -12.6% 4,689 $807K
Aquatic Capital Management LLC 0.03% Reduce -40.4% 4,657 $801K
Osaic Holdings, Inc. 0.00% Add +21.9% 4,635 $797K
Pacer Advisors, Inc. 0.00% Reduce -13.4% 4,634 $797K
Cetera Investment Advisers 0.00% Reduce -9.4% 4,461 $767K
OneDigital Investment Advisors LLC 0.01% New 4,446 $765K
Illinois Municipal Retirement Fund 0.01% Reduce -4.0% 4,444 $764K
Chicago Partners Investment Group LLC 0.02% Add +38.4% 5,820 $763K
Wright Investors Service Inc. 0.20% Reduce -0.9% 4,355 $749K
HighTower Advisors, LLC 0.00% Reduce -8.1% 4,287 $737K
Aviva PLC 0.00% New 4,284 $737K
Tower Research Capital LLC (TRC) 0.02% Add +103.3% 4,233 $728K
State of Wyoming 0.07% Add +318.5% 4,231 $728K
Federated Hermes, Inc. 0.00% Reduce -16.5% 4,225 $727K
Ritholtz Wealth Management 0.01% Reduce -36.9% 4,146 $713K
Kera Capital Partners, Inc. 0.07% Add +36.1% 4,114 $708K
State of Alaska, Department of Revenue 0.01% Reduce -11.9% 4,076 $701K
BNP Paribas Financial Markets 0.00% Reduce -89.7% 4,031 $693K
Syon Capital LLC 0.03% Add +43.9% 3,967 $682K
Crossmark Global Holdings, Inc. 0.01% New 3,769 $648K
Hills Bank & Trust Co 0.03% No change 3,742 $644K
Jefferies Financial Group Inc. 0.01% New 3,724 $641K
Federation des caisses Desjardins du Quebec 0.00% Add +2.8% 3,741 $640K
Graham Capital Management, L.P. 0.02% New 3,700 $636K
Ridgewood Investments LLC 0.23% Reduce -24.6% 3,635 $625K
Aaron Wealth Advisors LLC 0.03% New 3,596 $619K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +98.7% 3,530 $607K
Baker Avenue Asset Management, LP 0.01% Add +56.1% 3,395 $584K
Crestwood Advisors Group, LLC 0.01% Add +56.3% 3,374 $580K
Allianz Asset Management GmbH 0.00% Reduce -24.5% 4,161 $578K
Voya Investment Management LLC 0.00% Reduce -4.5% 3,316 $570K
Certuity, LLC 0.03% Add +25.1% 3,306 $569K
Bessemer Group Inc. 0.00% Reduce -36.1% 3,191 $550K
Studio Investment Management LLC 0.09% Reduce -0.6% 3,172 $546K
Inscription Capital, LLC 0.05% Add +66.8% 3,071 $528K
Two Sigma Securities, LLC 0.05% Reduce -14.6% 3,055 $525K
DF Dent & Co. Inc. 0.01% No change 3,031 $521K
Keel Point, LLC 0.03% No change 3,007 $517K
Jane Street Group, LLC 0.00% Reduce -98.6% 2,989 $514K
Amundi 0.00% Reduce -35.6% 3,355 $510K
Arax Advisory Partners 0.00% Add +39.4% 2,936 $505K
Weiss Asset Management LP 0.01% Reduce -91.8% 2,868 $493K
RMR Wealth Builders 0.03% No change 2,867 $493K
Balefire, LLC 0.08% Reduce -80.3% 2,846 $490K
Inspire Investing, LLC 0.02% New 2,845 $489K
Swiss Life Asset Management Ltd 0.00% Reduce -10.0% 2,799 $481K
Bank of Nova Scotia 0.00% Add +14.1% 3,418 $473K
Caisse de depot et placement du Quebec 0.00% New 2,700 $464K
Empowered Funds, LLC 0.00% Add +8.5% 2,678 $461K
HUB Investment Partners, LLC 0.01% New 2,641 $454K
Prudential Financial Inc. 0.00% Reduce -7.7% 2,554 $439K
Gsa Capital Partners LLP 0.03% New 2,493 $429K
Maryland State Retirement & Pension System 0.01% No change 2,492 $429K
Ensign Peak Advisors, Inc 0.00% Reduce -5.7% 2,488 $428K
Choreo, LLC 0.00% Add +23.8% 2,401 $413K
Integrity Alliance, Llc. 0.01% Reduce -0.3% 2,400 $413K
Optas, LLC 0.06% Add +22.2% 2,392 $411K
Quantbot Technologies LP 0.02% Add +24.2% 2,390 $411K
Securian Asset Management, Inc. 0.01% Reduce -9.6% 3,068 $409K
Rockefeller Capital Management L.P. 0.00% Reduce -8.9% 2,360 $406K
DNB Asset Management AS 0.00% Reduce -10.6% 2,315 $398K
US Bancorp \de 0.00% No change 2,305 $396K
Utah Retirement Systems 0.00% Reduce -10.5% 2,261 $389K
Frec Markets, Inc. 0.03% New 2,256 $388K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -20.7% 2,245 $386K
Cerity Partners LLC 0.00% Reduce -65.7% 2,200 $379K
Catalyst Funds Management Pty Ltd 0.02% New 2,150 $370K
Nykredit A/S 0.00% — 2,113 $363K
Hantz Financial Services, Inc. 0.00% Reduce -52.0% 2,103 $362K
Blair William & Co. 0.00% Add +12.1% 2,068 $356K
Merit Financial Group, LLC 0.00% Reduce -39.8% 2,024 $348K
MML Investors Services, LLC 0.00% Reduce -25.3% 2,016 $347K
Canal Capital Management, LLC 0.04% No change 2,000 $344K
Morningstar Investment Management LLC 0.02% No change 2,485 $329K
MAI Capital Management 0.00% Add +285.3% 1,907 $328K
HB Wealth Management, LLC 0.00% Reduce -1.6% 1,889 $325K
Polar Asset Management Partners Inc. 0.01% New 1,851 $318K
Interchange Capital Partners, LLC 0.06% New 1,849 $318K
Bridgefront Capital, LLC 0.08% New 1,822 $313K
Schwartz Investment Counsel Inc. 0.01% New 1,820 $313K
Prelude Capital Management, LLC 0.02% Reduce -18.9% 1,819 $313K
Proficio Capital Partners LLC 0.01% New 1,809 $311K
M&T Bank Corp 0.00% Add +7.5% 1,804 $311K
Credit Agricole S A 0.00% No change 2,037 $310K
Greenleaf Trust 0.00% Add +5.2% 1,740 $299K
Versant Capital Management, Inc 0.03% Add +66.4% 1,736 $299K
Ballentine Partners, LLC 0.00% Add +0.8% 1,710 $294K
ProShare Advisors LLC 0.00% Reduce -11.7% 1,641 $282K
Destination Wealth Management 0.01% New 1,638 $282K
Advisory Services Network, LLC 0.00% Add +0.4% 1,632 $281K
Kestra Advisory Services, LLC 0.00% Reduce -1.2% 1,613 $277K
Boothbay Fund Management, LLC 0.01% Reduce -73.0% 1,604 $276K
Nicolet Bankshares Inc. 0.01% No change 1,520 $261K
UMB Bank, n.a. 0.00% No change 1,510 $260K
Praxis Investment Management Inc. 0.01% New 1,490 $256K
Beacon Investment Advisory Services, Inc. 0.01% No change 1,463 $252K
CIBC Asset Management Inc 0.00% Reduce -13.5% 1,459 $251K
Landscape Capital Management, L.L.C. 0.02% New 1,430 $246K
Oxford Asset Management LLP 0.12% New 1,423 $245K
North Dakota State Investment Board 0.01% New 1,416 $244K
Mountain Pacific Investment Advisers LLC 0.04% New 1,405 $242K
Quantum Financial Advisors, LLC 0.02% New 1,391 $239K
Sivia Capital Partners, LLC 0.03% Reduce -66.2% 1,372 $236K
KBC Group NV 0.00% No change 1,358 $234K
Shelton Capital Management 0.00% Reduce -14.4% 1,350 $232K
STRS Ohio 0.00% Add +16.7% 1,329 $229K
Cornerstone Wealth Group, LLC 0.01% New 1,308 $225K
Claret Asset Management Corp 0.02% Reduce -17.4% 1,305 $224K
Sterling Capital Management LLC 0.00% Reduce -18.5% 1,302 $224K
Teton Advisors, LLC 0.13% New 1,300 $224K
Joel Isaacson & Co., LLC 0.01% New 1,300 $224K
Callan Family Office, LLC 0.00% New 1,269 $218K
PFG Investments, LLC 0.01% New 1,250 $215K
Cambridge Investment Research Advisors, Inc. 0.00% New 1,217 $209K
55 North Private Wealth, LLC 0.04% New 1,203 $207K
Uptown Financial Advisors LLC 0.15% New 1,200 $206K
Sequoia Financial Advisors, LLC 0.00% New 1,190 $205K
Quadrant Capital Group LLC 0.01% Add +7.5% 1,188 $204K
Sagespring Wealth Partners, LLC 0.00% New 1,177 $202K
Private Advisor Group, LLC 0.00% New 1,164 $200K
RMG Wealth Management LLC 0.02% No change 1,618 $192K
Eurizon Capital SGR S.p.A. 0.00% No change 1,091 $189K
GAMMA Investing LLC 0.01% Add +13.8% 1,094 $188K
Central Pacific Bank - Trust Division 0.02% New 1,050 $181K
Bayforest Capital Ltd 0.15% Add +1313.8% 919 $158K
Brown Brothers Harriman & Co. 0.00% No change 860 $148K
Hilltop National Bank 0.03% No change 839 $144K
Larson Financial Group LLC 0.00% Add +198.9% 807 $139K
Nisa Investment Advisors, LLC 0.00% Add +53.3% 713 $123K
Crewe Advisors LLC 0.01% No change 710 $122K
Meeder Asset Management Inc. 0.01% New 709 $122K
Simplex Trading, LLC 0.00% New 664 $114K
TD Waterhouse Canada Inc. 0.00% No change 574 $99K
National Bank of Canada 0.00% Reduce -26.5% 550 $95K
Employees Retirement System of Texas 0.00% No change 514 $88K
Cassaday & Co Wealth Management LLC 0.00% No change 507 $87K
Trust Co. of Toledo NA 0.01% Add +47.6% 484 $83K
Rothschild Investment LLC 0.00% Reduce -35.4% 376 $65K
Persistent Asset Partners Ltd 0.02% New 367 $63K
Summit Securities Group LLC 0.01% New 362 $62K
Global Retirement Partners, LLC 0.00% — 361 $62K
Signaturefd, LLC 0.00% Reduce -7.3% 329 $57K
Abound Wealth Management 0.01% No change 309 $53K
Steward Partners Investment Advisory, LLC 0.00% Add +154.6% 280 $48K
Millstone Evans Group, LLC 0.02% Add +368.0% 234 $40K
Nomura Asset Management Co. Ltd. 0.00% Reduce -60.7% 220 $38K
Allworth Financial LP 0.00% Reduce -31.4% 216 $37K
Clean Yield Group 0.01% No change 200 $34K
Parkside Financial Bank & Trust 0.00% Add +15.2% 197 $34K
DHJJ Financial Advisors, Ltd. 0.01% No change 177 $30K
Bangor Savings Bank 0.00% No change 176 $30K
True Wealth Design, LLC 0.01% Add +17.4% 175 $30K
Elevation Wealth Partners, LLC 0.01% Add +553.9% 170 $29K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -91.8% 40 $29K
Bartlett & Co. Wealth Management LLC 0.00% No change 168 $29K
Plante Moran Financial Advisors, LLC 0.00% No change 165 $28K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 156 $27K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -1.3% 155 $27K
McMillan Office, Inc. 0.00% No change 150 $26K
Towne Trust Company, N.A 0.01% No change 120 $21K
International Assets Investment Management, LLC 0.00% Add +8.3% 117 $20K
Smartleaf Asset Management LLC 0.00% No change 113 $20K
PFS Partners, LLC 0.01% No change 111 $19K
EverSource Wealth Advisors, LLC 0.00% Reduce -70.5% 108 $19K
Caldwell Trust Co 0.00% No change 106 $18K
First Horizon Corp. 0.00% No change 104 $18K
Boreal Capital Management LLC 0.01% No change 99 $17K
First Bancorp, Inc 0.01% New 98 $17K
Mather Group, Llc. 0.00% No change 93 $16K
Trust Co 0.00% No change 90 $15K
CVA Family Office, LLC 0.00% Add +370.6% 80 $14K
Farther Finance Advisors, LLC 0.00% Reduce -17.9% 78 $13K
Covestor Ltd 0.01% Reduce -20.8% 76 $13K
Northwestern Mutual Wealth Management Co. 0.00% Add +64.3% 69 $12K
Spire Wealth Management 0.00% No change 67 $12K
Princeton Global Asset Management LLC 0.00% No change 60 $10K
Vanguard National Trust Co 0.00% No change 60 $10K
Clearstead Trust, LLC 0.00% No change 59 $10K
Zions Bancorporation, National Association 0.00% Add +90.3% 59 $10K
Rossby Financial, LCC 0.00% Add +19.1% 56 $10K
Wolff Wiese Magana LLC 0.00% No change 53 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -13.1% 53 $9K
LRI Investments, LLC 0.00% New 52 $9K
Parallel Advisors, LLC 0.00% Reduce -12.5% 49 $8K
Aviso Financial Inc. 0.00% Reduce -94.8% 48 $8K
Purpose Unlimited Inc. 0.00% No change 44 $8K
Fiduciary Financial Advisors 0.00% New 48 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 41 $7K
TD Private Client Wealth LLC 0.00% No change 41 $7K
Highline Wealth Partners LLC 0.00% Add +900.0% 40 $7K
Farmers & Merchants Investments Inc. 0.00% Reduce -9.1% 40 $7K
SJS Investment Consulting Inc. 0.00% Add +61.9% 34 $6K
Fortitude Family Office, LLC 0.00% Reduce -18.4% 31 $5K
Leonteq Securities AG 0.00% Reduce -63.5% 31 $5K
JPL Wealth Management, LLC 0.00% New 30 $5K
JFS Wealth Advisors, LLC 0.00% Add +7.4% 29 $5K
Cedar Mountain Advisors, LLC 0.00% No change 27 $5K
IFP Advisors, Inc 0.00% Add +50.0% 27 $5K
Owl Creek Wealth Partners LLC 0.00% No change 25 $4K
Clearstead Advisors, LLC 0.00% Add +25.0% 20 $3K
Bogart Wealth, LLC 0.00% Add +171.4% 19 $3K
Bell Investment Advisors, Inc 0.00% No change 18 $3K
Institute for Wealth Management, LLC. 0.00% New 17 $3K
Rialto Wealth Management, LLC 0.00% Add +128.6% 16 $3K
Manchester Capital Management LLC 0.00% No change 16 $3K
WPG Advisers, LLC 0.00% No change 16 $3K
Creative Capital Management Investments LLC 0.00% New 16 $3K
Keating Financial Advisory Services, Inc. 0.00% Add +23.1% 16 $3K
Brown, Lisle/Cummings, Inc. 0.00% No change 15 $3K
Huntington National Bank 0.00% No change 15 $3K
Assetmark, Inc. 0.00% Add +15.4% 15 $3K
Bruce G. Allen Investments, LLC 0.00% No change 14 $2K
Basecamp Wealth Advisors LLC 0.00% No change 14 $2K
Continuum Advisory, LLC 0.00% New 14 $2K
Harbour Investments, Inc. 0.00% Add +27.3% 14 $2K
Cromwell Holdings LLC 0.00% Add +44.4% 13 $2K
First Command Advisory Services, Inc. 0.00% No change 12 $2K
Ares Financial Consulting, LLC 0.00% New 11 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 10 $2K
Investors Research Corp 0.00% No change 10 $2K
Torren Management, LLC 0.00% No change 9 $2K
Raffa Wealth Management, LLC 0.00% Add +12.5% 9 $2K
HFM Investment Advisors, LLC 0.00% Add +100.0% 8 $1K
Dunhill Financial, LLC 0.00% No change 7 $1K
Physician Wealth Advisors, Inc. 0.00% New 6 $1K
Avion Wealth 0.00% No change 8 $1K
CoreCap Advisors, LLC 0.00% New 5 $860
Financial Consulate, Inc. 0.00% New 4 $689
Harbor Investment Advisory, LLC 0.00% No change 4 $688
Triumph Capital Management 0.00% No change 3 $516
Hughes Financial Services, LLC 0.00% New 3 $516
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -25.0% 3 $516
American Capital Advisory, LLC 0.00% No change 2 $345
DecisionPoint Financial, LLC 0.00% New 2 $344
Quarry LP 0.00% Reduce -99.3% 2 $344
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $178
Maryland Capital Advisors Inc. 0.00% — 1 $173
SouthState Bank Corp 0.00% No change 1 $173
TFC Financial Management, Inc. 0.00% No change 1 $173
SBI Securities Co., Ltd. 0.00% New 1 $172
Navigoe, LLC 0.00% New 4 $0

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