Middleby Ownership | Who Owns Middleby?
Middleby Ownership Summary
Middleby is owned by 0.22% institutional investors, 1.31% insiders, and 98.46% retail investors. Select equity group is the largest institutional shareholder, holding 11.70% of MIDD shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.26% of its assets in Middleby shares.
MIDD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Middleby | 0.22% | 1.31% | 98.46% |
| Sector | Industrials Stocks | 39.05% | 12.85% | 48.10% |
| Industry | Industrial Machinery Stocks | 44.32% | 9.61% | 46.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Select equity group | 6.29M | 11.70% | $851.91M |
| Vanguard group | 5.26M | 9.78% | $712.59M |
| Blackrock funding, inc. /de | 4.70M | 8.73% | $636.18M |
| 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 |
| Turtle creek asset management | 1.87M | 3.47% | $252.80M |
| State street | 1.55M | 2.90% | $190.55M |
| Jpmorgan chase | 1.46M | 2.71% | $197.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rivulet capital | 635.00K | 8.90% | $86.01M |
| Turtle creek asset management | 1.87M | 6.57% | $252.80M |
| 13d management | 26.87K | 3.60% | $4.08M |
| Select equity group | 6.29M | 3.38% | $851.91M |
| Wolf hill capital management, lp | 331.13K | 3.22% | $44.85M |
| Aviso financial | 317.04K | 2.17% | $42.94M |
| Stone run capital | 36.71K | 1.95% | $4.97M |
| Hunter perkins capital management | 63.08K | 1.79% | $8.54M |
| Clarkston capital partners | 678.25K | 1.76% | $91.87M |
| Ariel investments | 1.20M | 1.73% | $162.29M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | 1.27M | 0.28% | 1.24M |
| Clarkston capital partners | 678.25K | 1.76% | 678.25K |
| Ubs group | 699.78K | 0.02% | 648.13K |
| Ameriprise financial | 366.29K | 0.01% | 257.67K |
| Thompson siegel & walmsley | 198.82K | 0.42% | 198.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Edgepoint investment group | - | - | -1.95M |
| Pacer advisors | - | - | -1.08M |
| Nordea investment management ab | - | - | -893.26K |
| Jpmorgan chase | 1.46M | 0.01% | -821.05K |
| Principal financial group | 123.36K | 0.01% | -586.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Clarkston capital partners | 678.25K | 1.76% | 678.25K | $91.87M |
| Thompson siegel & walmsley | 198.82K | 0.42% | 198.82K | $26.93M |
| Norges bank | 149.05K | 0.00% | 149.05K | $20.19M |
| Raymond james financial | 83.52K | 0.00% | 83.52K | $11.31M |
| Vulcan value partners | 82.18K | 0.19% | 82.18K | $11.13M |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Harbour investments | -2.00 |
| Tfo-tdc | -2.00 |
| Financial gravity asset management | -3.00 |
| Claris advisors, llc / mo / | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 389 | 8.66% | 53,629,205 | 1.66% | 99 | 1.03% | 196 | 20.25% | 109 | -11.38% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1.74M | 3.26% | 912.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.72M | 3.22% | 1.03K |
| Vanguard US Total Market Shares ETF | 1.70M | 3.17% | 1.24K |
| Sycamore Mid Cap Value Comp | 1.61M | 3.00% | 1.55M |
| Vanguard Small Cap Index | 1.35M | 2.53% | 6.22K |
| 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 |
| T. Rowe Price Mid-Cap Value | 1.29M | 2.41% | 129.50K |
| 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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