Who owns The Middleby (MIDD)
Which tracked institutional funds hold MIDD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MIDD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
148 tracked funds added or opened MIDD while 79 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MIDD’s largest tracked holder by dollar value, PRICE T ROWE ASSOCIATES INC /MD/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MIDD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 415 tracked filers holding MIDD, 195 increased or opened the position and 240 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MIDD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 32
- MILLENNIUM MANAGEMENT LLC$34M
- FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$28M
- Medina Value Partners, LLC$24M
- SOROS FUND MANAGEMENT LLC$21M
- CAPITAL FUND MANAGEMENT S.A.$16M
- Mountaineer Partners Management, LLC$12M
Full exits 46
- T. Rowe Price Investment Management, Inc.$98M
- NATIXIS ADVISORS, LLC$19M
- LORD, ABBETT & CO. LLC$19M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$12M
- ExodusPoint Capital Management, LP$7M
- AYAL Capital Advisors Ltd$7M
Largest adds
- FMR LLC$228M
- BlackRock, Inc.$174M
- PRICE T ROWE ASSOCIATES INC /MD/$150M
- Invesco Ltd.$147M
- Garden Investment Management, L.P.$133M
- JPMORGAN CHASE & CO$122M
Largest trims
- Select Equity Group, L.P.$101M
- FRANKLIN RESOURCES INC$46M
- D. E. Shaw & Co., Inc.$32M
- JANE STREET GROUP, LLC$28M
- WELLINGTON MANAGEMENT GROUP LLP$27M
- AQR CAPITAL MANAGEMENT LLC$25M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 5,814,110 | $1.0B | 12.9% | 2026-Q2 |
| BlackRock, Inc. added | 3,930,209 | $676M | 8.7% | 2026-Q2 |
| Garden Investment Management, L.P. | 3,379,737 | $581M | 7.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,444,717 | $423M | 5.5% | 2026-Q2 |
| Invesco Ltd. added | 1,880,180 | $323M | 4.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,860,358 | $320M | 4.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,770,556 | $305M | 3.9% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC added | 1,644,006 | $283M | 3.7% | 2026-Q2 |
| FMR LLC added | 1,348,090 | $232M | 3.0% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,333,186 | $229M | 3.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,326,986 | $228M | 3.0% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 1,272,385 | $219M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,148,400 | $198M | 2.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 806,947 | $139M | 1.8% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 764,765 | $132M | 1.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 755,818 | $130M | 1.7% | 2026-Q2 |
| TURTLE CREEK ASSET MANAGEMENT INC. trimmed | 730,564 | $101M | 1.3% | 2026-Q2 |
| COOKE & BIELER LP added | 631,996 | $109M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 601,107 | $103M | 1.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 596,654 | $103M | 1.3% | 2026-Q2 |
| Select Equity Group, L.P. trimmed | 568,621 | $98M | 1.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 563,023 | $97M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 535,969 | $92M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 486,167 | $84M | 1.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 457,742 | $79M | 1.0% | 2026-Q2 |
| Boston Partners added | 426,152 | $73M | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 420,670 | $72M | 0.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 418,808 | $72M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 401,153 | $69M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 380,171 | $65M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 314,658 | $54M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 313,633 | $54M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 262,826 | $45M | 0.6% | 2026-Q2 |
| Clarkston Capital Partners, LLC trimmed | 243,851 | $42M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 233,077 | $40M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 215,048 | $37M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 212,561 | $37M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 195,321 | $34M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 182,448 | $32M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 177,146 | $30M | 0.4% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ new | 162,870 | $28M | 0.4% | 2026-Q2 |
| Ancora Advisors LLC added | 155,785 | $27M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 152,607 | $26M | 0.3% | 2026-Q2 |
| Medina Value Partners, LLC new | 139,976 | $24M | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 138,691 | $24M | 0.3% | 2026-Q2 |
| NORGES BANK trimmed | 138,252 | $24M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 129,883 | $22M | 0.3% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC new | 124,000 | $21M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 115,789 | $20M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 114,714 | $20M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 109,710 | $19M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 102,884 | $18M | 0.2% | 2026-Q2 |
| Impax Asset Management Group plc trimmed | 102,869 | $18M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 96,064 | $17M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 94,464 | $16M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 91,476 | $16M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP added | 89,370 | $15M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 87,171 | $15M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 84,200 | $14M | 0.2% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 82,969 | $14M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 75,286 | $13M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 73,246 | $13M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 69,276 | $12M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 68,776 | $12M | 0.2% | 2026-Q2 |
| Mountaineer Partners Management, LLC new | 67,536 | $12M | 0.2% | 2026-Q2 |
| DRW Securities, LLC added | 65,098 | $11M | 0.1% | 2026-Q2 |
| Leith Wheeler Investment Counsel Ltd. trimmed | 64,105 | $11M | 0.1% | 2026-Q2 |
| Edgestream Partners, L.P. added | 63,310 | $11M | 0.1% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 58,570 | $10M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 58,527 | $10M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 55,742 | $10M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC added | 55,509 | $10M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 53,760 | $9M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 51,964 | $7M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC | 50,000 | $9M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 48,545 | $8M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 47,838 | $8M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 42,513 | $7M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 41,729 | $7M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 41,325 | $7M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 39,194 | $7M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 38,556 | $7M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 37,855 | $7M | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 37,809 | $7M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 37,459 | $6M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 36,324 | $6M | 0.1% | 2026-Q2 |
| Pacific Capital Partners Ltd trimmed | 34,701 | $6M | 0.1% | 2026-Q2 |
| HEARTLAND ADVISORS INC | 32,599 | $6M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 31,994 | $6M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 29,226 | $5M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 29,019 | $5M | 0.1% | 2026-Q2 |
| Mayar Capital Ltd. trimmed | 26,200 | $5M | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 25,759 | $4M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP new | 24,211 | $4M | 0.1% | 2026-Q2 |
| NATIXIS added | 24,033 | $4M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 23,581 | $4M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 23,142 | $4M | 0.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 23,027 | $4M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 20,638 | $4M | 0.0% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 20,403 | $4M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.