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/ | 05/15/2026 | 6.41 M | $850.42 M | 11.12% | 12.86% |
| BLACKROCK, INC. | 05/13/2026 | 4.25 M | $563.76 M | 2.35% | 8.52% |
| GARDEN INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 3.38 M | $448.09 M | 0.00% | 6.77% |
| JPMORGAN CHASE & CO | 05/13/2026 | 2.37 M | $301.10 M | 9.95% | 4.75% |
| 05/15/2026 | 2.05 M | $272.14 M | 100.00% | 4.11% | |
| 05/08/2026 | 1.97 M | $261.81 M | 100.00% | 3.96% | |
| ARIEL INVESTMENTS, LLC | 05/14/2026 | 1.57 M | $208.75 M | 1.02% | 3.16% |
| SELECT EQUITY GROUP, L.P. | 05/15/2026 | 1.50 M | $198.93 M | -50.45% | 3.01% |
| STATE STREET CORP | 05/15/2026 | 1.42 M | $188.88 M | 0.61% | 2.86% |
| INVESCO LTD. | 05/12/2026 | 1.38 M | $183.43 M | -3.39% | 2.77% |
| EARNEST PARTNERS LLC | 05/15/2026 | 1.29 M | $171.32 M | -1.25% | 2.59% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 1.20 M | $159.10 M | -8.24% | 2.41% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.11 M | $147.13 M | -25.32% | 2.22% |
| TURTLE CREEK ASSET MANAGEMENT INC. | 05/19/2026 | 943.51 K | $125.09 M | -15.53% | 1.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 925.14 K | $122.68 M | 2.77% | 1.85% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 852.67 K | $113.05 M | -1.08% | 1.71% |
| SEI INVESTMENTS CO | 05/13/2026 | 803.38 K | $106.51 M | 6.53% | 1.61% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 781.28 K | $103.58 M | -21.22% | 1.57% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 735.56 K | $97.52 M | 1.86% | 1.47% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 628.17 K | $83.28 M | 8.00% | 1.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 563.55 K | $74.72 M | 14.67% | 1.13% |
| MORGAN STANLEY | 05/15/2026 | 558.14 K | $74.00 M | -7.08% | 1.12% |
| COOKE & BIELER LP | 05/04/2026 | 549.43 K | $72.84 M | 69.78% | 1.10% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 456.57 K | $60.53 M | -0.14% | 0.92% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 431.01 K | $57.14 M | 1.50% | 0.86% |
| NORTHERN TRUST CORP | 05/14/2026 | 417.22 K | $55.32 M | 2.75% | 0.84% |
| UBS GROUP AG | 05/05/2026 | 413.42 K | $54.81 M | 88.90% | 0.83% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 407.06 K | $53.97 M | -25.87% | 0.82% |
| BOSTON PARTNERS | 05/11/2026 | 359.79 K | $47.70 M | -0.99% | 0.72% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 338.93 K | $44.93 M | 4.33% | 0.68% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 317.81 K | $42.13 M | 51.47% | 0.64% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 294.21 K | $37.98 M | 61.64% | 0.59% |
| CLARKSTON CAPITAL PARTNERS, LLC | 05/14/2026 | 289.52 K | $38.38 M | -63.30% | 0.58% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 288.43 K | $38.24 M | 36.88% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 287.77 K | $38.15 M | 100.00% | 0.58% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 231.75 K | $30.72 M | 44.64% | 0.46% |
| JANE STREET GROUP, LLC | 05/12/2026 | 216.57 K | $28.71 M | 407.93% | 0.43% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 205.27 K | $27.21 M | 1,572.94% | 0.41% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 176.85 K | $23.45 M | -1.04% | 0.35% |
| MARSHALL WACE, LLP | 05/15/2026 | 165.03 K | $21.88 M | -19.49% | 0.33% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 150.94 K | $19.42 M | 12,425.73% | 0.30% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 147.91 K | $19.61 M | -9.47% | 0.30% |
| NATIXIS ADVISORS, L.P. | 05/13/2026 | 145.41 K | $19.28 M | 0.63% | 0.29% |
| LORD, ABBETT & CO. LLC | 05/14/2026 | 144.10 K | $19.11 M | -2.07% | 0.29% |
| RHUMBLINE ADVISERS | 05/12/2026 | 126.98 K | $16.84 M | 0.82% | 0.25% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 126.59 K | $16.78 M | 32.65% | 0.25% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 125.55 K | $16.65 M | 6.26% | 0.25% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 123.50 K | $16.37 M | -2.49% | 0.25% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 05/12/2026 | 105.96 K | $14.05 M | -20.77% | 0.21% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 103.55 K | $13.73 M | 3.81% | 0.21% |
Middleby Corp. institutional Ownership - FAQ's
During the previous two years, 665 institutional investors and hedge funds held shares of Middleby Corp.. The most heavily invested institutionals were:
PRICE T ROWE ASSOCIATES INC /MD/: 6.41 M
BlackRock, Inc.: 4.25 M
Garden Investment Management, L.P.: 3.38 M
JPMORGAN CHASE & CO: 2.37 M
ARIEL INVESTMENTS, LLC: 1.57 M
Select Equity Group, L.P.: 1.5 M
96.28% of Middleby Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 67.55 M shares in the last 24 months. This purchase volume represents approximately $10.12 B in transactions.