Middleby Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 5.77 M | $858.16 M | 49.18% | 11.43% |
| VANGUARD GROUP INC | 01/29/2026 | 4.30 M | $639.68 M | -2.52% | 8.52% |
| BLACKROCK, INC. | 02/12/2026 | 4.15 M | $617.69 M | -2.33% | 8.22% |
| GARDEN INVESTMENT MANAGEMENT, L.P. | 02/17/2026 | 3.38 M | $502.47 M | 3.14% | 6.69% |
| SELECT EQUITY GROUP, L.P. | 02/17/2026 | 3.03 M | $450.22 M | -27.84% | 5.99% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.15 M | $320.11 M | 4.03% | 4.26% |
| ARIEL INVESTMENTS, LLC | 02/13/2026 | 1.56 M | $231.72 M | 22.43% | 3.09% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.49 M | $220.95 M | 4.11% | 2.94% |
| INVESCO LTD. | 02/19/2026 | 1.43 M | $212.90 M | 40.60% | 2.83% |
| STATE STREET CORP | 02/13/2026 | 1.42 M | $210.52 M | -1.61% | 2.80% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 1.34 M | $198.79 M | -7.26% | 2.65% |
| EARNEST PARTNERS LLC | 02/12/2026 | 1.31 M | $194.55 M | -1.57% | 2.59% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.31 M | $194.43 M | -59.05% | 2.59% |
| TURTLE CREEK ASSET MANAGEMENT INC. | 02/13/2026 | 1.12 M | $166.06 M | -23.59% | 2.21% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 991.75 K | $147.44 M | 29.70% | 1.96% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 900.25 K | $133.87 M | -1.56% | 1.78% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 861.98 K | $128.15 M | -0.16% | 1.71% |
| CLARKSTON CAPITAL PARTNERS, LLC | 02/13/2026 | 788.81 K | $117.27 M | 21.51% | 1.56% |
| SEI INVESTMENTS CO | 02/13/2026 | 754.16 K | $112.12 M | 8.07% | 1.49% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 722.14 K | $107.36 M | 4,256.26% | 1.43% |
| MORGAN STANLEY | 02/13/2026 | 600.69 K | $89.30 M | 92.92% | 1.19% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 581.62 K | $86.47 M | 21.60% | 1.15% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 549.13 K | $81.64 M | -15.59% | 1.09% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 491.47 K | $73.07 M | 132.59% | 0.97% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 457.22 K | $67.97 M | 0.39% | 0.91% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 424.63 K | $63.13 M | 0.13% | 0.84% |
| NORTHERN TRUST CORP | 02/17/2026 | 406.07 K | $60.37 M | -7.13% | 0.80% |
| BOSTON PARTNERS | 02/13/2026 | 363.38 K | $54.05 M | -4.83% | 0.72% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 337.94 K | $50.24 M | 804.50% | 0.67% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 324.85 K | $48.30 M | 0.46% | 0.64% |
| COOKE & BIELER LP | 02/09/2026 | 323.62 K | $48.11 M | 100.00% | 0.64% |
| NORGES BANK | 02/10/2026 | 290.84 K | $43.24 M | 100.00% | 0.58% |
| UBS GROUP AG | 01/29/2026 | 218.85 K | $32.54 M | -43.59% | 0.43% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 210.72 K | $31.33 M | 10.60% | 0.42% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 209.81 K | $31.19 M | 4,192.37% | 0.42% |
| MARSHALL WACE, LLP | 02/13/2026 | 204.97 K | $30.47 M | -51.19% | 0.41% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 182.02 K | $27.06 M | 202.87% | 0.36% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 178.98 K | $26.61 M | -20.31% | 0.35% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 178.70 K | $26.57 M | -0.65% | 0.35% |
| SELECT EQUITY GROUP, L.P. | 02/17/2026 | 171.40 K | $25.48 M | 100.00% | 0.34% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 163.37 K | $24.29 M | 5.09% | 0.32% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 160.22 K | $23.82 M | 528.77% | 0.32% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 154.46 K | $22.96 M | -4.45% | 0.31% |
| DIXON MITCHELL INVESTMENT COUNSEL INC. | 02/13/2026 | 151.06 K | $22.48 M | 1.17% | 0.30% |
| LORD, ABBETT & CO. LLC | 02/13/2026 | 147.15 K | $21.88 M | 1.14% | 0.29% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 144.50 K | $21.48 M | 11.18% | 0.29% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 138.00 K | $20.52 M | 100.00% | 0.27% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 01/29/2026 | 133.74 K | $19.88 M | -5.44% | 0.26% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 132.44 K | $19.69 M | 1.98% | 0.26% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 126.66 K | $18.83 M | -7.80% | 0.25% |
Middleby Corp. institutional Ownership - FAQ's
During the previous two years, 689 institutional investors and hedge funds held shares of Middleby Corp.. The most heavily invested institutionals were:
Invesco Ltd.: 1.38 M
DIMENSIONAL FUND ADVISORS LP: 1.11 M
COOKE & BIELER LP: 549,434
Bank of New York Mellon Corp: 431,007
UBS Group AG: 413,415
Boston Partners: 359,787
101.57% of Middleby Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 70.47 M shares in the last 24 months. This purchase volume represents approximately $10.56 B in transactions.