Titelia

Fund shareholders of Middleby Corp/The

ISIN US5962781010 · United States · LEI JDFO86U9VQRBKW5KYA35

Fund shareholders
404
Of which ETFs
100 304 other funds
Value held
2.7B $ 18.9M SEK
Share of capital
43.7 % of 45.2M shares on Aug 10, 2026
FundSharesValueWeight in fundShare of capital
T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. 1,573,102208.6M $1.41 %3.48 %as of Mar 31, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 1,534,268203.4M $0.19 %3.39 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,440,495191M $0.01 %3.19 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,045,271138.6M $0.08 %2.31 %as of Mar 31, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 821,485108.9M $1.00 %1.82 %as of Mar 31, 2026 ↗
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 770,562108.2M $1.01 %1.70 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 665,64588.3M $0.15 %1.47 %as of Mar 31, 2026 ↗
Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) 598,20084M $1.00 %1.32 %as of Apr 30, 2026 ↗
Ariel Fund Ariel Investment Trust 568,16575.3M $2.94 %1.26 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 516,93768.5M $0.08 %1.14 %as of Mar 31, 2026 ↗
JPMorgan Value Advantage Fund JPMorgan Trust I 351,41746.6M $0.58 %0.78 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 350,00046.4M $0.29 %0.77 %as of Mar 31, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 313,42141.6M $0.33 %0.69 %as of Mar 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 302,34940.1M $0.72 %0.67 %as of Mar 31, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 265,67037.3M $0.57 %0.59 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 242,13540.9M $0.10 %0.54 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 235,61131.2M $0.39 %0.52 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 232,54830.8M $0.38 %0.51 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 226,60130M $0.19 %0.50 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 220,74929.3M $1.03 %0.49 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 198,74733.6M $0.04 %0.44 %as of Feb 28, 2026 ↗
Ariel Appreciation Fund Ariel Investment Trust 186,94124.8M $2.83 %0.41 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 181,70224.1M $0.05 %0.40 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 180,36725.3M $0.13 %0.40 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 176,42424.8M $0.05 %0.39 %as of Apr 30, 2026 ↗
T. Rowe Price Large-Cap Value Fund T. Rowe Price Equity Funds, Inc. 163,84621.7M $0.82 %0.36 %as of Mar 31, 2026 ↗
T. Rowe Price Large Cap Value Portfolio Brighthouse Funds Trust I 154,68020.5M $0.84 %0.34 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 145,67020.4M $0.15 %0.32 %as of Apr 30, 2026 ↗
Mid Value Fund John Hancock Funds II 133,54122.5M $1.71 %0.30 %as of Feb 28, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 126,04616.7M $0.39 %0.28 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 125,47116.6M $0.11 %0.28 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 125,33421.2M $0.16 %0.28 %as of Feb 28, 2026 ↗
CTIVP - T. Rowe Price Large Cap Value Fund Columbia Funds Variable Series Trust II 124,64116.5M $0.84 %0.28 %as of Mar 31, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 123,67516.4M $0.63 %0.27 %as of Mar 31, 2026 ↗
LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC 118,57415.7M $1.45 %0.26 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 110,61414.7M $0.94 %0.24 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 109,01514.5M $0.02 %0.24 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 106,40114.1M $0.05 %0.24 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 103,05814.5M $0.03 %0.23 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 86,63214.6M $0.01 %0.19 %as of Feb 28, 2026 ↗
Clarkston Partners Fund ALPS SERIES TRUST 83,00011M $3.52 %0.18 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 80,03511.2M $0.03 %0.18 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 78,14411M $0.08 %0.17 %as of Apr 30, 2026 ↗
BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. 74,68510.5M $1.00 %0.17 %as of Apr 30, 2026 ↗
NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS 72,83810.2M $1.08 %0.16 %as of Apr 30, 2026 ↗
JNL/WMC Value Fund JNL Series Trust 72,2679.6M $1.09 %0.16 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 71,3949.5M $0.39 %0.16 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 70,54911.9M $0.23 %0.16 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 68,5649.1M $0.06 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 68,37311.5M $0.01 %0.15 %as of Feb 28, 2026 ↗
Mid Value Trust John Hancock Variable Insurance Trust 68,1019M $1.42 %0.15 %as of Mar 31, 2026 ↗
HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC 66,5928.8M $0.59 %0.15 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,2148.9M $0.05 %0.14 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 58,3107.7M $0.01 %0.13 %as of Mar 31, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 57,5007.6M $0.24 %0.13 %as of Mar 31, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 55,0959.3M $0.11 %0.12 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 54,7517.7M $0.02 %0.12 %as of Apr 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 52,8687M $0.49 %0.12 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 51,3338.7M $0.72 %0.11 %as of Feb 28, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 50,0006.6M $0.37 %0.11 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 47,6508M $0.01 %0.11 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 46,7656.2M $0.19 %0.10 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 45,9206.1M $0.36 %0.10 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 44,3055.9M $0.02 %0.10 %as of Mar 31, 2026 ↗
Boston Partners All-Cap Value Fund RBB Fund, Inc. 43,7687.4M $0.57 %0.10 %as of Feb 28, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 43,4945.8M $0.17 %0.10 %as of Mar 31, 2026 ↗
Clarkston Founders Fund ALPS SERIES TRUST 43,0005.7M $3.48 %0.10 %as of Mar 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 42,1005.6M $0.13 %0.09 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 41,3675.5M $0.11 %0.09 %as of Mar 31, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 41,0215.4M $2.57 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 39,8985.6M $0.01 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 39,0295.2M $0.02 %0.09 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 38,1776.4M $0.47 %0.08 %as of Feb 28, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 37,9855M $0.19 %0.08 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 37,1144.9M $0.12 %0.08 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 36,9384.9M $0.05 %0.08 %as of Mar 31, 2026 ↗
BlackRock High Equity Income Fund BlackRock Funds 36,9246.2M $0.30 %0.08 %as of Feb 27, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 36,7135.2M $0.01 %0.08 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 36,4824.8M $0.05 %0.08 %as of Mar 31, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 36,1315.1M $0.31 %0.08 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 35,5285M $0.07 %0.08 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 35,3906M $0.23 %0.08 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 34,3025.8M $0.02 %0.08 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 34,1844.8M $0.03 %0.08 %as of Apr 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 34,1725.8M $0.22 %0.08 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 34,0984.8M $0.04 %0.08 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 33,9574.5M $0.01 %0.08 %as of Mar 31, 2026 ↗
First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 33,8124.7M $0.68 %0.07 %as of Apr 30, 2026 ↗
Heartland Mid Cap Value Fund HEARTLAND GROUP INC. 31,7444.2M $0.91 %0.07 %as of Mar 31, 2026 ↗
Olstein All Cap Value Fund Managed Portfolio Series 31,5504.2M $0.93 %0.07 %as of Mar 31, 2026 ↗
Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 31,3254.2M $1.01 %0.07 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 31,2904.4M $0.21 %0.07 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 30,4644M $0.01 %0.07 %as of Mar 31, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 30,1454M $0.17 %0.07 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 29,4583.9M $0.00 %0.07 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 29,1303.9M $0.19 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 29,0554.9M $0.02 %0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 27,9024.7M $0.03 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 27,2203.8M $0.01 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 27,2174.6M $0.01 %0.06 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
AMERICAN GROWTH FUND Series One AMERICAN GROWTH FUND INC 3.56 %as of Apr 30, 2026 ↗
Clarkston Partners Fund ALPS SERIES TRUST 3.52 %as of Mar 31, 2026 ↗
Clarkston Founders Fund ALPS SERIES TRUST 3.48 %as of Mar 31, 2026 ↗
Ariel Fund Ariel Investment Trust 2.94 %as of Mar 31, 2026 ↗
Ariel Appreciation Fund Ariel Investment Trust 2.83 %as of Mar 31, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 2.57 %as of Mar 31, 2026 ↗
Carillon Chartwell Mid Cap Value Fund Carillon Series Trust 2.32 %as of Mar 31, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 2.19 %as of Apr 30, 2026 ↗
Olstein Strategic Opportunities Fund Managed Portfolio Series 2.04 %as of Mar 31, 2026 ↗
Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC 1.95 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2403-1319,748,625-4.3 %
2026Q1416+1720,631,193+0.7 %
2025Q4399-220,489,896-2.2 %
2025Q3401+820,959,066-2.7 %
2025Q2393+1021,531,385-4.6 %
2025Q1383-1722,572,862+1.5 %
2024Q4400022,246,268-2.0 %
2024Q3400-722,711,520+4.6 %
2024Q2407+121,703,845+7.1 %
2024Q1406020,274,057-8.9 %
2023Q440622,247,530

Institutional managers

405 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
PRICE T ROWE ASSOCIATES INC /MD/6,414,401850.4K $as of Mar 31, 2026
BlackRock, Inc.4,252,207563.8M $as of Mar 31, 2026
Garden Investment Management, L.P.3,379,737448.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO2,367,315301.1M $as of Mar 31, 2026
ARIEL INVESTMENTS, LLC1,574,530208.8M $as of Mar 31, 2026
Select Equity Group, L.P.1,500,467198.9M $as of Mar 31, 2026
STATE STREET CORP1,424,686188.9M $as of Mar 31, 2026
Invesco Ltd.1,383,528183.4M $as of Mar 31, 2026
EARNEST PARTNERS LLC1,292,232171.3M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,200,007159.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,109,859147.1M $as of Mar 31, 2026
TURTLE CREEK ASSET MANAGEMENT INC.943,514125.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC925,140122.7M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/852,666113M $as of Mar 31, 2026
SEI INVESTMENTS CO803,383106.5M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.781,276103.6M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.735,55597.5K $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC628,16783.3M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP563,55474.7M $as of Mar 31, 2026
MORGAN STANLEY558,13574M $as of Mar 31, 2026
COOKE & BIELER LP549,43472.8M $as of Mar 31, 2026
BANK OF MONTREAL /CAN/456,57160.5M $as of Mar 31, 2026
Bank of New York Mellon Corp431,00757.1M $as of Mar 31, 2026
NORTHERN TRUST CORP417,22455.3M $as of Mar 31, 2026
UBS Group AG413,41554.8M $as of Mar 31, 2026

Declared shareholders of Middleby Corp/The

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
T. Rowe Price Associates, Inc. 13.60 %6,420,118as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.10 %2,408,209as of Mar 31, 2026 · SCHEDULE 13G
JPMORGAN CHASE & CO 5.00 %2,367,289as of Mar 31, 2026 · SCHEDULE 13G
Select Equity Group, L.P. and 1 other3.30 %1,500,535as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Middleby Corp/The". https://titelia.com/en/stocks/middleby-corp-the-US5962781010