Middleby Ownership | Who Owns Middleby?


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Middleby Ownership Summary


Middleby is owned by 106.70% institutional investors, 2.02% insiders. Vanguard group is the largest institutional shareholder, holding 9.78% of MIDD shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.39% of its assets in Middleby shares.

MIDD Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockMiddleby106.70%2.02%-8.73%
SectorIndustrials Stocks 64.07%12.69%23.24%
IndustryIndustrial Machinery Stocks74.87%9.25%15.88%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group5.26M9.78%$712.59M
Select equity group4.73M8.98%$680.76M
Blackrock funding, inc. /de4.64M8.82%$668.57M
Blackrock4.50M8.39%$551.93M
Wellington management group llp4.00M7.43%$541.48M
Victory capital management2.80M5.21%$379.70M
Price t rowe associates inc /md/1.90M3.53%$256.75M
State street1.55M2.90%$190.55M
Jpmorgan chase1.46M2.71%$197.13M
Turtle creek asset management1.40M2.67%$202.00M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Rivulet capital470.17K6.57%$67.70M
Turtle creek asset management1.40M5.86%$202.00M
13d management26.87K3.60%$4.08M
Select equity group4.73M2.85%$680.76M
Aviso financial317.04K2.17%$42.94M
Clarkston capital partners692.76K2.12%$99.76M
Hunter perkins capital management63.08K1.79%$8.54M
Olstein capital management71.00K1.69%$9.62M
Ariel investments934.61K1.53%$134.58M
Dixon mitchell investment counsel178.42K1.00%$25.71M

Top Buyers

HolderShares% AssetsChange
Ubs group699.78K0.02%648.13K
Ameriprise financial366.29K0.01%257.67K
Dimensional fund advisors lp1.25M0.04%150.71K
Norges bank149.05K0.00%149.05K
Voloridge investment management128.59K0.07%111.75K

Top Sellers

HolderShares% AssetsChange
Edgepoint investment group---1.95M
Pacer advisors---1.08M
Nordea investment management ab---893.26K
Jpmorgan chase1.46M0.01%-821.05K
Select equity group4.73M2.85%-786.56K

New Positions

HolderShares% AssetsChangeValue
Norges bank149.05K0.00%149.05K$20.19M
Bares capital management54.63K0.76%54.63K$7.87M
Winton group37.94K0.28%37.94K$5.46M
Qube research37.14K0.01%37.14K$5.35M
Brevan howard capital management lp28.84K0.02%28.84K$4.15M

Sold Out

HolderChange
Ifp advisors-1.00
Tfo-tdc-2.00
Harbour investments-2.00
Financial gravity asset management-3.00
Bogart wealth-3.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20254371.86%56,141,954-0.97%1060.95%2071.47%1488.82%
Mar 31, 20258-98.05%119,308-99.80%-0.00%3-98.32%2-98.57%
Dec 31, 2024380-6.86%56,084,0381.66%1040.99%160-22.71%13310.83%
Sep 30, 20244048.02%55,088,5310.13%1020.98%20617.05%118-5.60%
Jun 30, 2024371-4.63%55,011,5342.58%1021.03%174-11.22%12413.76%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF1.74M3.39%-3.13K
Vanguard US Total Market Shares ETF1.70M3.17%1.24K
Sycamore Mid Cap Value Comp1.61M3.00%1.55M
Vanguard Total Stock Mkt Idx Inv1.52M2.95%-32.02K
Victory Sycamore Established Value R1.32M2.47%-289.00K
T. Rowe Price US Mid-Cap Value Equity1.32M2.47%28.18K
T. Rowe Price Mid-Cap Value1.32M2.47%-1.68K
Vanguard Small Cap Index1.17M2.27%-7.92K
EdgePoint Global Portfolio Series F1.15M2.14%-
Pacer US Cash Cows 100 ETF1.07M2.00%1.59K

Recent Insider Transactions


DateNameRoleActivityValue
May 21, 2025GARDEN EDWARD P-Buy$11.15M
May 21, 2025GARDEN EDWARD P-Buy$1.17M
May 21, 2025GARDEN EDWARD P-Buy$1.23M
May 21, 2025GARDEN EDWARD P-Buy$2.68M
May 21, 2025GARDEN EDWARD P-Buy$4.05M

Insider Transactions Trends


DateBuySell
2025 Q215-
2025 Q1-1
2024 Q4-2
2024 Q3-1
2024 Q2-3

MIDD Ownership FAQ


Who Owns Middleby?

Middleby shareholders are primarily institutional investors at 106.70%, followed by 2.02% insiders and -8.72% retail investors. The average institutional ownership in Middleby's industry, Industrial Machinery Stocks, is 74.87%, which Middleby exceeds.

Who owns the most shares of Middleby?

Middleby’s largest shareholders are Vanguard group (5.26M shares, 9.78%), Select equity group (4.73M shares, 8.98%), and Blackrock funding, inc. /de (4.64M shares, 8.82%). Together, they hold 27.59% of Middleby’s total shares outstanding.

Does Blackrock own Middleby?

Yes, BlackRock owns 8.39% of Middleby, totaling 4.5M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 551.93M$. In the last quarter, BlackRock decreased its holdings by -3.766K shares, a -0.08% change.

Who is Middleby’s biggest shareholder by percentage of total assets invested?

Rivulet capital is Middleby’s biggest shareholder by percentage of total assets invested, with 6.57% of its assets in 470.17K Middleby shares, valued at 67.7M$.

Who is the top mutual fund holder of Middleby shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Middleby shares, with 3.39% of its total shares outstanding invested in 1.74M Middleby shares.

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