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
Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC 25,5263.4M $1.45 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 25,5093.4M $0.01 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 24,3114.1M $0.03 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 24,1463.4M $0.01 %0.05 %as of Apr 30, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 23,7893.2M $0.08 %0.05 %as of Mar 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,6753.1M $0.66 %0.05 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 23,3993.1M $0.71 %0.05 %as of Mar 31, 2026 ↗
T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. 23,1933.1M $0.50 %0.05 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,7943.2M $0.02 %0.05 %as of Apr 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 22,3793.1M $0.13 %0.05 %as of Apr 30, 2026 ↗
Empower Large Cap Value Fund EMPOWER FUNDS, INC. 22,1802.9M $0.14 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 22,0062.9M $0.01 %0.05 %as of Mar 31, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21,9822.9M $1.00 %0.05 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,8393.1M $0.04 %0.05 %as of Apr 30, 2026 ↗
NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 21,5733M $0.68 %0.05 %as of Apr 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 21,5512.9M $0.19 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 21,5442.9M $0.19 %0.05 %as of Mar 31, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 21,5292.9M $1.00 %0.05 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 21,4653M $0.10 %0.05 %as of Apr 30, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 20,7962.8M $0.19 %0.05 %as of Mar 31, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 20,4552.7M $0.24 %0.05 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,3912.9M $0.14 %0.05 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 20,2942.8M $0.08 %0.04 %as of Apr 30, 2026 ↗
Value Advantage Portfolio PACIFIC SELECT FUND 19,8592.6M $0.58 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 19,3652.7M $0.02 %0.04 %as of Apr 30, 2026 ↗
Equity Income Trust John Hancock Variable Insurance Trust 19,1752.5M $0.30 %0.04 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 18,7272.6M $0.19 %0.04 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 18,6802.6M $0.05 %0.04 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. 18,4502.4M $0.30 %0.04 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 18,0302.5M $0.02 %0.04 %as of Apr 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 17,7532.4M $0.09 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 17,7282.5M $0.19 %0.04 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 17,5532.3M $0.28 %0.04 %as of Mar 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 17,4692.3M $0.19 %0.04 %as of Mar 31, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 17,1222.4M $0.03 %0.04 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 17,0402.4M $0.02 %0.04 %as of Apr 30, 2026 ↗
NYLIM VP Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 16,9522.2M $0.67 %0.04 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 16,6972.2M $0.08 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 16,6922.2M $0.11 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 16,6732.3M $0.02 %0.04 %as of Apr 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 16,4612.2M $0.19 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 16,3092.3M $0.09 %0.04 %as of Apr 30, 2026 ↗
T. Rowe Price Global Industrials Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 16,2172.2M $1.40 %0.04 %as of Mar 31, 2026 ↗
Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 16,0502.1M $0.28 %0.04 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 16,0072.1M $0.19 %0.04 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 15,8102.2M $0.04 %0.03 %as of Apr 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 15,7272.1M $0.19 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 15,00018.9M SEK0.07 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 14,9952.1M $0.01 %0.03 %as of Apr 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 14,7962.1M $0.02 %0.03 %as of Apr 30, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 14,2072M $0.10 %0.03 %as of Apr 30, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 13,8311.8M $1.01 %0.03 %as of Mar 31, 2026 ↗
Disciplined Value Fund American Century Quantitative Equity Funds, Inc. 13,6631.8M $0.10 %0.03 %as of Mar 31, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,5381.8M $0.19 %0.03 %as of Mar 31, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 13,5141.8M $0.25 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 13,4791.9M $0.01 %0.03 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 13,1112.2M $0.02 %0.03 %as of Feb 28, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 13,0361.7M $0.13 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 12,9001.7M $0.01 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 12,8552.2M $0.02 %0.03 %as of Feb 28, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 12,6442.1M $0.19 %0.03 %as of Feb 28, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 12,3021.6M $0.03 %0.03 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 12,2291.7M $0.02 %0.03 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,1121.7M $0.20 %0.03 %as of Apr 30, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 11,9391.7M $0.08 %0.03 %as of Apr 30, 2026 ↗
Equity Income Fund John Hancock Funds II 11,8722M $0.34 %0.03 %as of Feb 28, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,6831.5M $0.12 %0.03 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 11,3721.5M $0.08 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 11,3311.5M $0.01 %0.03 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 11,2871.5M $0.54 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 11,2411.9M $0.04 %0.02 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 11,2351.5M $0.01 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 11,1351.6M $0.01 %0.02 %as of Apr 30, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 10,9791.5M $0.07 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 10,8561.8M $0.02 %0.02 %as of Feb 28, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,5701.8M $0.13 %0.02 %as of Feb 28, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 10,4411.4M $0.19 %0.02 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 9,9991.3M $0.17 %0.02 %as of Mar 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 9,9621.3M $0.06 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 9,8561.4M $0.07 %0.02 %as of Apr 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 9,5761.3M $0.43 %0.02 %as of Mar 31, 2026 ↗
MML Equity Income Fund MML SERIES INVESTMENT FUND 9,5381.3M $0.28 %0.02 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 9,2371.2M $0.18 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 9,1211.3M $0.05 %0.02 %as of Apr 30, 2026 ↗
NexPoint Event Driven Fund NexPoint Funds I 8,9501.2M $1.50 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,7781.2M $0.12 %0.02 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 8,6831.5M $0.06 %0.02 %as of Feb 28, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 8,5371.1M $0.18 %0.02 %as of Mar 31, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 8,4691.1M $0.10 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 8,3221.1M $0.02 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 8,2491.4M $0.03 %0.02 %as of Feb 28, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 8,1861.1M $0.19 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 8,1811.1M $0.05 %0.02 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 8,0971.1M $0.06 %0.02 %as of Mar 31, 2026 ↗
Leadershares Alphafactor US Core Equity ETF Two Roads Shared Trust 7,9691.1M $0.99 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 7,9401.1M $0.29 %0.02 %as of Mar 31, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 7,9221.1M $0.12 %0.02 %as of Mar 31, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 7,9171M $0.03 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,7991.3M $0.01 %0.02 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 7,5861.1M $0.16 %0.02 %as of Apr 30, 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