Middleby Ownership | Who Owns Middleby?
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 3.43% of its assets in Middleby shares.
MIDD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Middleby | 106.70% | 2.02% | -8.73% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
| Industry | Industrial Machinery Stocks | 74.87% | 9.25% | 15.88% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.26M | 9.78% | $712.59M |
| Select equity group | 4.73M | 8.98% | $680.76M |
| Blackrock funding, inc. /de | 4.64M | 8.82% | $668.57M |
| Blackrock | 4.50M | 8.39% | $551.93M |
| Wellington management group llp | 4.00M | 7.43% | $541.48M |
| Victory capital management | 2.80M | 5.21% | $379.70M |
| Price t rowe associates inc /md/ | 1.90M | 3.53% | $256.75M |
| State street | 1.55M | 2.90% | $190.55M |
| Jpmorgan chase | 1.46M | 2.71% | $197.13M |
| Turtle creek asset management | 1.40M | 2.67% | $202.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rivulet capital | 470.17K | 6.57% | $67.70M |
| Turtle creek asset management | 1.40M | 5.86% | $202.00M |
| 13d management | 26.87K | 3.60% | $4.08M |
| Select equity group | 4.73M | 2.85% | $680.76M |
| Aviso financial | 317.04K | 2.17% | $42.94M |
| Clarkston capital partners | 692.76K | 2.12% | $99.76M |
| Ariel investments | 934.61K | 1.53% | $134.58M |
| Olstein capital management | 57.00K | 1.43% | $7.58M |
| Dixon mitchell investment counsel | 178.42K | 1.00% | $25.71M |
| Hunter perkins capital management | 32.57K | 0.96% | $4.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 699.78K | 0.02% | 648.13K |
| Ameriprise financial | 366.29K | 0.01% | 257.67K |
| Dimensional fund advisors lp | 1.25M | 0.04% | 150.71K |
| Norges bank | 149.05K | 0.00% | 149.05K |
| Voloridge investment management | 128.59K | 0.07% | 111.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Edgepoint investment group | - | - | -1.95M |
| Nordea investment management ab | - | - | -893.26K |
| Jpmorgan chase | 1.46M | 0.01% | -821.05K |
| Select equity group | 4.73M | 2.85% | -786.56K |
| Principal financial group | 123.36K | 0.01% | -586.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 149.05K | 0.00% | 149.05K | $20.19M |
| Wedge capital management l l p/nc | 88.03K | 0.20% | 88.03K | $11.70M |
| Bares capital management | 54.63K | 0.76% | 54.63K | $7.87M |
| Winton group | 37.94K | 0.28% | 37.94K | $5.46M |
| Qube research | 37.14K | 0.01% | 37.14K | $5.35M |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 437 | 1.86% | 56,141,954 | -0.97% | 106 | 0.95% | 207 | 1.47% | 148 | 8.82% |
| Mar 31, 2025 | 8 | -98.05% | 119,308 | -99.80% | - | 0.00% | 3 | -98.32% | 2 | -98.57% |
| Dec 31, 2024 | 380 | -6.86% | 56,084,038 | 1.66% | 104 | 0.99% | 160 | -22.71% | 133 | 10.83% |
| Sep 30, 2024 | 404 | 8.02% | 55,088,531 | 0.13% | 102 | 0.98% | 206 | 17.05% | 118 | -5.60% |
| Jun 30, 2024 | 371 | -4.63% | 55,011,534 | 2.58% | 102 | 1.03% | 174 | -11.22% | 124 | 13.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.74M | 3.43% | - |
| Vanguard US Total Market Shares ETF | 1.70M | 3.17% | 1.24K |
| Sycamore Mid Cap Value Comp | 1.61M | 3.00% | 1.55M |
| Vanguard Total Stock Mkt Idx Inv | 1.52M | 2.95% | -32.02K |
| T. Rowe Price Mid-Cap Value | 1.32M | 2.60% | -1.99K |
| Victory Sycamore Established Value R | 1.32M | 2.47% | -289.00K |
| T. Rowe Price US Mid-Cap Value Equity | 1.32M | 2.47% | 28.18K |
| Vanguard Small Cap Index | 1.17M | 2.27% | -7.92K |
| EdgePoint Global Portfolio Series F | 1.15M | 2.14% | - |
| Pacer US Cash Cows 100 ETF | 1.07M | 2.00% | 1.59K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 21, 2025 | GARDEN EDWARD P | - | Buy | $11.15M |
| May 21, 2025 | GARDEN EDWARD P | - | Buy | $1.17M |
| May 21, 2025 | GARDEN EDWARD P | - | Buy | $1.23M |
| May 21, 2025 | GARDEN EDWARD P | - | Buy | $2.68M |
| May 21, 2025 | GARDEN EDWARD P | - | Buy | $4.05M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 15 | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 3 |
MIDD Ownership FAQ
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