Titelia

Fund shareholders of Middleby Corp/The

ISIN US5962781010 · United States · LEI JDFO86U9VQRBKW5KYA35

Fund shareholders
408
Of which ETFs
101 307 other funds
Value held
≈ 3.2B $ 3.2B $ · 18.9M SEK
Share of capital
43.6 % of 45.2M shares on Aug 10, 2026

408 funds hold this company. This table lists the 407 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
Disciplined Value Fund American Century Quantitative Equity Funds, Inc. 25,5294.4M $0.21 %0.06 %as of Jun 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 25,4784.4M $0.87 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 25,4613.4M $0.01 %0.06 %as of Jul 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 25,0274.3M $0.01 %0.06 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 24,5643.3M $0.03 %0.05 %as of Jul 31, 2026 ↗
First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 24,0243.2M $0.43 %0.05 %as of Jul 31, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,8334.1M $1.34 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 23,4003.6M $0.02 %0.05 %as of May 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 23,0453.1M $0.12 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 22,6063.9M $0.01 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 22,5303M $0.01 %0.05 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 22,1673M $0.07 %0.05 %as of Jul 31, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 21,7053.7M $0.14 %0.05 %as of Jun 30, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 21,5893.7M $0.09 %0.05 %as of Jun 30, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 20,9013.6M $0.29 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 20,8453.6M $0.10 %0.05 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 20,5002.7M $0.20 %0.05 %as of Jul 31, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 20,4363.5M $1.12 %0.05 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,4322.7M $0.13 %0.05 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,3392.7M $0.03 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 19,4933.4M $0.01 %0.04 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 19,3023.3M $0.19 %0.04 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 18,9843.3M $0.19 %0.04 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 18,6802.5M $0.04 %0.04 %as of Jul 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 18,5272.5M $0.04 %0.04 %as of Jul 31, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 18,2113.1M $0.43 %0.04 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 17,8622.4M $0.02 %0.04 %as of Jul 31, 2026 ↗
Value Advantage Portfolio PACIFIC SELECT FUND 17,5143M $0.74 %0.04 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 17,3793M $0.32 %0.04 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 17,3733M $0.15 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 17,1182.3M $0.02 %0.04 %as of Jul 31, 2026 ↗
NYLIM VP Balanced Portfolio NYLIM VP FUNDS TRUST 16,6492.9M $0.82 %0.04 %as of Jun 30, 2026 ↗
Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC 16,2162.8M $1.09 %0.04 %as of Jun 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 15,9042.1M $0.15 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 15,3492.1M $0.08 %0.03 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 15,0872M $0.15 %0.03 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 15,00018.9M SEK0.07 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 14,9972.6M $0.08 %0.03 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 14,9492M $0.01 %0.03 %as of Jul 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 14,9382.6M $0.20 %0.03 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 14,9302.6M $1.36 %0.03 %as of Jun 30, 2026 ↗
NexPoint Event Driven Fund NexPoint Funds I 14,8252.6M $3.45 %0.03 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 14,7642.5M $0.20 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 14,6282M $0.02 %0.03 %as of Jul 31, 2026 ↗
Clarkston Founders Fund ALPS SERIES TRUST 14,5002.5M $3.46 %0.03 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 14,4052.5M $0.19 %0.03 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 14,0402.4M $0.02 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 13,7581.8M $0.08 %0.03 %as of Jul 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 13,6902.4M $0.19 %0.03 %as of Jun 30, 2026 ↗
SIMT Multi-Strategy Alternatives Fund SEI INSTITUTIONAL MANAGED TRUST 13,5542.3M $0.97 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 13,3651.8M $0.01 %0.03 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,2871.8M $0.20 %0.03 %as of Jul 31, 2026 ↗
Equity Income Fund John Hancock Funds II 12,8722M $0.33 %0.03 %as of May 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 12,7911.7M $0.01 %0.03 %as of Jul 31, 2026 ↗
Easterly Snow All Cap Value Fund James Alpha Funds Trust 12,6202.2M $0.47 %0.03 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 12,2201.6M $0.02 %0.03 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 12,0261.9M $0.02 %0.03 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 11,8812M $0.02 %0.03 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 11,7401.8M $0.15 %0.03 %as of May 31, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,6832M $0.14 %0.03 %as of Jun 30, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,6382M $0.20 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 11,6232M $0.01 %0.03 %as of Jun 30, 2026 ↗
T. Rowe Price Global Industrials Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 11,4172M $1.05 %0.03 %as of Jun 30, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 11,3722M $0.09 %0.03 %as of Jun 30, 2026 ↗
Empower Large Cap Value Fund EMPOWER FUNDS, INC. 11,2511.9M $0.09 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 11,1351.5M $0.01 %0.02 %as of Jul 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 11,0861.9M $0.60 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 10,7551.7M $0.01 %0.02 %as of May 31, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,5701.6M $0.11 %0.02 %as of May 31, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 10,1611.7M $0.08 %0.02 %as of Jun 30, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 10,0111.3M $0.07 %0.02 %as of Jul 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 9,8001.3M $0.33 %0.02 %as of Jul 31, 2026 ↗
Equity Income Trust John Hancock Variable Insurance Trust 9,5751.6M $0.18 %0.02 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 9,5541.5M $0.06 %0.02 %as of May 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 9,3591.6M $0.53 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. 9,2501.6M $0.18 %0.02 %as of Jun 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 9,2371.6M $0.20 %0.02 %as of Jun 30, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 9,1001.2M $0.04 %0.02 %as of Jul 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 8,9081.5M $0.05 %0.02 %as of Jun 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,9081.2M $0.06 %0.02 %as of Jul 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,8501.4M $0.17 %0.02 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,7781.5M $0.13 %0.02 %as of Jun 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 8,7581.5M $0.18 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 8,7281.2M $0.04 %0.02 %as of Jul 31, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 8,6411.3M $0.23 %0.02 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 8,5111.1M $0.04 %0.02 %as of Jul 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 8,4271.4M $0.21 %0.02 %as of Jun 30, 2026 ↗
Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,3851.4M $0.17 %0.02 %as of Jun 30, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 8,3021.4M $0.47 %0.02 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 8,0991.4M $0.07 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 8,0951.4M $0.01 %0.02 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 8,0651.4M $0.09 %0.02 %as of Jun 30, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 7,9221.4M $0.14 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,7931M $0.08 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,6901.2M $0.01 %0.02 %as of May 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 7,6551.3M $0.19 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,6251.2M $0.09 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,3131.3M $0.15 %0.02 %as of Jun 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 7,2281.2M $0.04 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 6,910923K $0.14 %0.02 %as of Jul 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
BNP Paribas Funds SMaRT Food BNP Paribas Asset Management Luxembourg 2.80 %as of Dec 31, 2025 ↗

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
Clarkston Partners Fund ALPS SERIES TRUST 4.55 %as of Jun 30, 2026 ↗
AVE MARIA UNDISCOVERED FUND Schwartz Investment Trust 3.83 %as of Jun 30, 2026 ↗
Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST 3.77 %as of Jun 30, 2026 ↗
Clarkston Founders Fund ALPS SERIES TRUST 3.46 %as of Jun 30, 2026 ↗
NexPoint Event Driven Fund NexPoint Funds I 3.45 %as of Jun 30, 2026 ↗
Ariel Fund Ariel Investment Trust 3.38 %as of Jun 30, 2026 ↗
Ariel Appreciation Fund Ariel Investment Trust 3.35 %as of Jun 30, 2026 ↗
AMERICAN GROWTH FUND Series One AMERICAN GROWTH FUND INC 3.25 %as of Jul 31, 2026 ↗
BNP Paribas Funds SMaRT Food BNP Paribas Asset Management Luxembourg 2.80 %as of Dec 31, 2025 ↗
Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC 2.25 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3406+319,721,782-0.1 %
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 is 1 beneficial ownership filing. 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
Vanguard Capital Management 4.83 %2,186,922as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Middleby Corp/The". https://titelia.com/en/stocks/middleby-corp-the-US5962781010