DaveManuel.com · Institutional Ownership · Who Owns It
MIDDLEBY CORP (MIDD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
454
Reporting holders
$8.1B
Reported value
104.8%
Of shares outstanding
0.1%
Calls
0.1%
Puts
+31
Holder change
Institutions report 47,387,030 shares against 45,222,349 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.0B | 5,814,110 | 0.10% | 31q | -9.4%-$103.3M |
| BlackRock, Inc. | $676.0M | 3,930,209 | 0.01% | 8q | -7.6%-$55.4M |
| Garden Investment Management, L.P. | $581.3M | 3,379,737 | 72.86% | 7q | HELD |
| JPMORGAN CHASE & CO | $423.4M | 2,444,717 | 0.02% | 31q | +3.3%+$13.4M |
| Invesco Ltd. | $323.4M | 1,880,180 | 0.03% | 31q | +35.9%+$85.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $320.0M | 1,860,358 | 0.01% | 2q | -9.4%-$33.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $304.6M | 1,770,556 | 0.01% | 2q | -10.3%-$35.1M |
| ARIEL INVESTMENTS, LLC | $282.8M | 1,644,006 | 2.82% | 26q | +4.4%+$12.0M |
| FMR LLC | $231.9M | 1,348,090 | 0.01% | 31q | +4205.8%+$226.5M |
| STATE STREET CORP | $229.3M | 1,333,186 | 0.01% | 31q | -6.4%-$15.7M |
| DIMENSIONAL FUND ADVISORS LP | $228.3M | 1,326,986 | 0.04% | 31q | +19.6%+$37.3M |
| EARNEST PARTNERS LLC | $218.9M | 1,272,385 | 0.79% | 8q | -1.5%-$3.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $197.6M | 1,148,400 | 0.01% | 31q | +24.1%+$38.4M |
| BANK OF AMERICA CORP /DE/ | $138.8M | 806,947 | 0.01% | 31q | -5.4%-$7.9M |
| SEI INVESTMENTS CO | $131.5M | 764,765 | 0.12% | 31q | -4.8%-$6.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $130.0M | 755,818 | 0.02% | 31q | -37.0%-$76.4M |
| COOKE & BIELER LP | $108.7M | 631,996 | 1.26% | 3q | +15.0%+$14.2M |
| AMERIPRISE FINANCIAL INC | $103.4M | 601,107 | 0.02% | 31q | -4.3%-$4.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $102.6M | 596,654 | 0.05% | 8q | +5.9%+$5.7M |
| TURTLE CREEK ASSET MANAGEMENT INC. | $101.1M | 730,564 | 3.95% | 31q | -22.6%-$29.5M |
| Select Equity Group, L.P. | $97.8M | 568,621 | 0.48% | 21q | -62.1%-$160.3M |
| Quantinno Capital Management LP | $96.8M | 563,023 | 0.12% | 10q | +95.2%+$47.2M |
| GOLDMAN SACHS GROUP INC | $92.2M | 535,969 | 0.01% | 31q | +499.0%+$76.8M |
| MORGAN STANLEY | $83.6M | 486,167 | 0.00% | 35q | -12.9%-$12.4M |
| BANK OF MONTREAL /CAN/ | $78.7M | 457,742 | 0.03% | 31q | HELD |
| Boston Partners | $73.1M | 426,152 | 0.06% | 21q | +18.4%+$11.4M |
| RENAISSANCE TECHNOLOGIES LLC | $72.4M | 420,670 | 0.10% | 6q | +104.9%+$37.1M |
| D. E. Shaw & Co., Inc. | $72.0M | 418,808 | 0.03% | 31q | -46.4%-$62.3M |
| Bank of New York Mellon Corp | $69.0M | 401,153 | 0.01% | 31q | -6.9%-$5.1M |
| NORTHERN TRUST CORP | $65.4M | 380,171 | 0.01% | 31q | -8.9%-$6.4M |
| UBS Group AG | $54.1M | 314,658 | 0.01% | 31q | -23.9%-$17.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53.9M | 313,633 | 0.01% | 31q | -7.5%-$4.4M |
| VANGUARD FIDUCIARY TRUST CO | $45.2M | 262,826 | 0.01% | 2q | -8.7%-$4.3M |
| Clarkston Capital Partners, LLC | $41.9M | 243,851 | 3.54% | 7q | -15.8%-$7.9M |
| CITADEL ADVISORS LLC | $40.6M incl. $3.6M options CALL+PUT | 215,048 | 0.00% | 31q | +293.2%+$30.3M |
| MARSHALL WACE, LLP | $40.1M | 233,077 | 0.03% | 6q | +41.2%+$11.7M |
| NEUBERGER BERMAN GROUP LLC | $36.6M | 212,561 | 0.02% | 31q | -33.1%-$18.1M |
| MILLENNIUM MANAGEMENT LLC | $33.6M | 195,321 | 0.01% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $31.6M | 182,448 | 0.01% | 8q | +20.9%+$5.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $30.5M | 177,146 | 0.04% | 31q | HELD |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $28.0M | 162,870 | 0.14% | new | NEW |
| Ancora Advisors LLC | $26.8M | 155,785 | 0.52% | 6q | +23.1%+$5.0M |
| Russell Investments Group, Ltd. | $26.3M | 152,607 | 0.02% | 31q | -34.1%-$13.6M |
| NATIXIS ADVISORS, LLC | $25.7M | 186,008 | 0.03% | 8q | +27.9%+$5.6M |
| Medina Value Partners, LLC | $24.1M | 139,976 | 4.72% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $23.9M | 138,691 | 0.04% | 17q | -6.2%-$1.6M |
| NORGES BANK | $23.8M | 138,252 | 0.00% | 32q | -52.5%-$26.2M |
| LSV ASSET MANAGEMENT | $23.7M | 137,849 | 0.04% | 2q | +1011.7%+$21.6M |
| WELLS FARGO & COMPANY/MN | $22.3M | 129,883 | 0.00% | 31q | +3.4%+$744.8K |
| SOROS FUND MANAGEMENT LLC | $21.3M | 124,000 | 0.26% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $19.9M | 115,789 | 0.00% | 31q | -6.2%-$1.3M |
| RHUMBLINE ADVISERS | $19.7M | 114,714 | 0.01% | 31q | -9.7%-$2.1M |
| Gotham Asset Management, LLC | $18.9M | 109,710 | 0.04% | 11q | +662.0%+$16.4M |
| VESTOR CAPITAL, LLC | $18.5M | 144,277 | 1.16% | 23q | +14327.7%+$18.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.1M incl. $13.1M options CALL+PUT | 29,226 | 0.00% | 31q | -14.5%-$3.1M |
| Impax Asset Management Group plc | $17.7M | 102,869 | 0.12% | 15q | -2.9%-$532.2K |
| Allspring Global Investments Holdings, LLC | $17.7M | 102,884 | 0.03% | 3q | +24.5%+$3.5M |
| California Public Employees Retirement System | $16.5M | 96,064 | 0.01% | 31q | +4.0%+$637.5K |
| PRINCIPAL FINANCIAL GROUP INC | $16.2M | 94,464 | 0.01% | 26q | -8.8%-$1.6M |
| LORD, ABBETT & CO. LLC | $15.8M | 91,720 | 0.05% | 6q | -36.3%-$9.0M |
| CAPITAL FUND MANAGEMENT S.A. | $15.7M | 91,476 | 0.07% | new | NEW |
| T. Rowe Price Investment Management, Inc. | $15.7M | 91,242 | 0.01% | 7q | -87.6%-$110.8M |
| Holocene Advisors, LP | $15.4M | 89,370 | 0.03% | 10q | +279.8%+$11.3M |
| Corient Private Wealth LP | $14.8M | 86,224 | 0.02% | 15q | +72.5%+$6.2M |
| Swiss National Bank | $14.5M | 84,200 | 0.01% | 31q | -11.0%-$1.8M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $14.3M | 82,969 | 0.24% | 4q | +5.7%+$765.3K |
| AQR CAPITAL MANAGEMENT LLC | $12.9M | 75,286 | 0.00% | 31q | -74.4%-$37.6M |
| Qube Research & Technologies Ltd | $12.6M | 73,246 | 0.01% | 2q | -10.1%-$1.4M |
| Nuveen, LLC | $11.9M | 69,276 | 0.00% | 6q | -28.0%-$4.6M |
| Retirement Systems of Alabama | $11.8M | 68,776 | 0.04% | 25q | -16.7%-$2.4M |
| Mountaineer Partners Management, LLC | $11.6M | 67,536 | 8.45% | new | NEW |
| DRW Securities, LLC | $11.2M | 65,098 | 0.27% | 3q | +185.4%+$7.3M |
| Leith Wheeler Investment Counsel Ltd. | $11.0M | 64,105 | 0.84% | 31q | -0.9%-$98.6K |
| Edgestream Partners, L.P. | $10.9M | 63,310 | 0.32% | new | NEW |
| HRT FINANCIAL LP | $10.5M | 61,153 | 0.02% | new | NEW |
| JUPITER ASSET MANAGEMENT LTD | $10.1M | 58,570 | 0.05% | 2q | -16.3%-$2.0M |
| BARCLAYS PLC | $10.1M | 58,527 | 0.00% | 31q | -15.9%-$1.9M |
| Legal & General Group Plc | $9.6M | 55,742 | 0.00% | 31q | -11.5%-$1.2M |
| Verition Fund Management LLC | $9.5M | 55,509 | 0.05% | 8q | +35.7%+$2.5M |
| ENVESTNET ASSET MANAGEMENT INC | $9.2M | 53,760 | 0.00% | 31q | -12.1%-$1.3M |
| GABELLI FUNDS LLC | $8.6M | 50,000 | 0.05% | 31q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8.4M | 48,545 | 0.01% | 31q | -13.1%-$1.3M |
| FRANKLIN RESOURCES INC | $8.2M | 47,838 | 0.00% | 22q | -88.2%-$61.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.3M | 42,513 | 0.01% | 25q | -37.4%-$4.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $7.2M | 41,729 | 0.00% | 2q | -2.1%-$155.3K |
| FIRST TRUST ADVISORS LP | $7.1M | 41,325 | 0.00% | 25q | +958.8%+$6.4M |
| ALLIANCEBERNSTEIN L.P. | $6.9M | 51,964 | 0.00% | 31q | -9.2%-$698.3K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $6.8M | 39,718 | 0.01% | 25q | -14.8%-$1.2M |
| RAYMOND JAMES FINANCIAL INC | $6.7M | 39,194 | 0.00% | 7q | -61.4%-$10.7M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6.6M | 38,556 | 0.01% | 31q | -2.0%-$137.6K |
| ROYAL BANK OF CANADA | $6.5M | 37,855 | 0.00% | 31q | +1069.8%+$6.0M |
| Freestone Grove Partners LP | $6.5M | 37,809 | 0.04% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $6.4M | 37,459 | 0.00% | 15q | +14.2%+$801.1K |
| CITIGROUP INC | $6.2M | 36,324 | 0.00% | 31q | +258.6%+$4.5M |
| THOMPSON SIEGEL & WALMSLEY LLC | $6.0M | 35,068 | 0.11% | 3q | -5.5%-$349.7K |
| Pacific Capital Partners Ltd | $6.0M | 34,701 | 5.16% | 4q | -26.8%-$2.2M |
| HEARTLAND ADVISORS INC | $5.6M | 32,599 | 0.25% | 11q | HELD |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.5M | 31,994 | 0.18% | 31q | HELD |
| S&CO INC | $5.0M | 29,100 | 0.29% | 11q | HELD |
| PNC Financial Services Group, Inc. | $5.0M | 29,019 | 0.00% | 31q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-13 | 13G/A | JPMORGAN CHASE & CO. | 4.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 109 | $172.0M | 1,663,222 | 19 | 33 | 18 | 0.0% |
| Q2 2026 | 454 | $8.1B | 47,387,030 | 83 | 109 | 172 | 0.2% |
| Q1 2026 | 423 | $6.4B | 48,060,867 | 62 | 146 | 122 | 0.2% |
| Q4 2025 | 414 | $7.7B | 51,533,673 | 52 | 116 | 166 | 0.5% |
| Q3 2025 | 426 | $7.3B | 54,427,370 | 64 | 105 | 177 | 0.3% |
| Q2 2025 | 428 | $8.6B | 56,227,935 | 65 | 132 | 145 | 6.2% |
| Q1 2025 | 411 | $9.2B | 56,853,665 | 67 | 127 | 122 | 5.9% |
| Q4 2024 | 396 | $8.4B | 58,769,582 | 45 | 109 | 131 | 5.3% |
| Q3 2024 | 393 | $8.2B | 57,569,696 | 71 | 123 | 112 | 2.2% |
| Q2 2024 | 360 | $7.3B | 57,725,056 | 48 | 119 | 114 | 2.3% |
| Q1 2024 | 380 | $9.7B | 59,246,801 | 52 | 131 | 104 | 1.8% |
| Q4 2023 | 350 | $8.6B | 57,235,284 | 43 | 105 | 117 | 1.7% |
| Q3 2023 | 347 | $6.9B | 52,962,639 | 37 | 108 | 117 | 1.1% |
| Q2 2023 | 358 | $7.9B | 52,197,044 | 38 | 106 | 128 | 2.2% |
| Q1 2023 | 354 | $8.2B | 54,497,344 | 44 | 118 | 94 | 1.8% |
| Q4 2022 | 335 | $7.3B | 53,743,983 | 39 | 81 | 129 | 1.4% |
| Q3 2022 | 319 | $43.6B | 339,265,605 | 37 | 89 | 114 | 0.2% |
| Q2 2022 | 328 | $42.2B | 336,176,324 | 30 | 88 | 127 | 0.1% |
| Q1 2022 | 378 | $55.7B | 339,386,678 | 54 | 97 | 129 | 0.1% |
| Q4 2021 | 374 | $65.3B | 374,751,322 | 43 | 113 | 96 | 0.1% |
| Q3 2021 | 361 | $54.4B | 318,608,938 | 38 | 114 | 107 | 0.1% |
| Q2 2021 | 371 | $53.4B | 307,877,120 | 56 | 112 | 106 | 0.1% |
| Q1 2021 | 350 | $45.7B | 283,516,650 | 60 | 95 | 109 | 0.0% |
| Q4 2020 | 331 | $35.2B | 272,168,137 | 54 | 77 | 119 | 0.3% |
| Q3 2020 | 293 | $34.9B | 557,910,721 | 32 | 92 | 95 | 0.1% |
| Q2 2020 | 305 | $28.9B | 365,833,442 | 69 | 75 | 110 | 0.1% |
| Q1 2020 | 315 | $18.6B | 326,916,193 | 38 | 109 | 109 | 0.1% |
| Q4 2019 | 381 | $32.9B | 300,032,772 | 54 | 108 | 114 | 0.1% |
| Q3 2019 | 345 | $29.5B | 251,974,553 | 38 | 102 | 116 | 0.2% |
| Q2 2019 | 381 | $28.5B | 210,059,076 | 54 | 125 | 102 | 0.1% |
| Q1 2019 | 374 | $33.0B | 253,570,227 | 56 | 94 | 132 | 0.1% |
| Q4 2018 | 344 | $32.3B | 314,367,574 | 8 | 7 | 3 | 0.1% |