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
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 6,8391.2M $0.03 %0.02 %as of Jun 30, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 6,8001.1M $0.13 %0.02 %as of May 31, 2026 ↗
Leadershares Alphafactor US Core Equity ETF Two Roads Shared Trust 6,719897.5K $0.74 %0.01 %as of Jul 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 6,7171.2M $0.58 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 6,6301.1M $0.03 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 6,4881M $0.24 %0.01 %as of May 31, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 6,478865.3K $1.31 %0.01 %as of Jul 31, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 6,460862.9K $0.02 %0.01 %as of Jul 31, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 6,4511.1M $0.86 %0.01 %as of Jun 30, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 6,3911.1M $0.09 %0.01 %as of Jun 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 6,2331.1M $0.20 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 6,203828.6K $0.13 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 6,102815.1K $0.08 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 6,021804.3K $0.12 %0.01 %as of Jul 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 6,001801.6K $0.16 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,948794.5K $0.02 %0.01 %as of Jul 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 5,677976.5K $0.42 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 5,661973.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 5,600963.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 5,599963.1K $0.05 %0.01 %as of Jun 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 5,556955.7K $0.20 %0.01 %as of Jun 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 5,492733.6K $0.15 %0.01 %as of Jul 31, 2026 ↗
NYLIM Candriam U.S. Mid Cap Equity ETF NYLIM ETF Trust 5,489733.2K $0.22 %0.01 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 5,453938K $0.04 %0.01 %as of Jun 30, 2026 ↗
AMERICAN GROWTH FUND Series One AMERICAN GROWTH FUND INC 5,435726K $3.25 %0.01 %as of Jul 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 5,407930.1K $0.22 %0.01 %as of Jun 30, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 5,265905.6K $0.52 %0.01 %as of Jun 30, 2026 ↗
Mid Cap Intrinsic Value Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 5,246902.4K $0.80 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,230698.6K $0.03 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 5,185692.6K $0.03 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,155886.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,145687.3K $0.08 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 5,019863.3K $0.12 %0.01 %as of Jun 30, 2026 ↗
Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC 4,978856.3K $2.25 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 4,915761.9K $0.02 %0.01 %as of May 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 4,800825.6K $0.02 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,775740.2K $0.01 %0.01 %as of May 31, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 4,610793K $1.23 %0.01 %as of Jun 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 4,565609.8K $0.16 %0.01 %as of Jul 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,433762.5K $0.19 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,387754.6K $0.04 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 4,238729K $0.18 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 4,169717.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,037625.8K $0.01 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,841660.7K $0.13 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,760646.8K $0.11 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I 3,748644.7K $0.07 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 3,712575.4K $0.01 %0.01 %as of May 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 3,656628.9K $0.06 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,545609.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 3,533607.7K $0.43 %0.01 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,506603.1K $0.04 %0.01 %as of Jun 30, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 3,409586.4K $0.12 %0.01 %as of Jun 30, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 3,406585.9K $0.18 %0.01 %as of Jun 30, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 3,374523K $0.32 %0.01 %as of May 31, 2026 ↗
Gotham Neutral Fund FundVantage Trust 3,320571.1K $0.54 %0.01 %as of Jun 30, 2026 ↗
MML VIP T. Rowe Price Equity Income Fund MML SERIES INVESTMENT FUND 3,303568.1K $0.17 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 3,214429.3K $0.15 %0.01 %as of Jul 31, 2026 ↗
Schwab Ariel Opportunities ETF SCHWAB STRATEGIC TRUST 3,136539.4K $2.03 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,089531.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 3,068527.7K $0.19 %0.01 %as of Jun 30, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 3,004401.3K $0.12 %0.01 %as of Jul 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,998515.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,989514.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,902449.8K $0.07 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,783371.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 2,748472.7K $0.52 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,710466.1K $0.13 %0.01 %as of Jun 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 2,684416K $0.05 %0.01 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,602447.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Neuberger Mid Cap Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS 2,554395.9K $0.73 %0.01 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,528337.7K $0.02 %0.01 %as of Jul 31, 2026 ↗
Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST 2,485427.4K $0.05 %0.01 %as of Jun 30, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 2,485331.9K $0.02 %0.01 %as of Jul 31, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,483427.1K $0.06 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 2,425375.9K $0.05 %0.01 %as of May 31, 2026 ↗
Large Capital Growth Fund VALIC Co I 2,400372K $0.05 %0.01 %as of May 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,368407.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,239385.1K $0.05 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,183375.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 2,167289.5K $2.07 %0.00 %as of Jul 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,129366.2K $0.18 %0.00 %as of Jun 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 2,126365.7K $0.07 %0.00 %as of Jun 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 2,115282.5K $0.22 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 2,100280.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,089279K $0.10 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 2,049352.4K $0.07 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,008268.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,933258.2K $0.03 %0.00 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,902294.8K $0.04 %0.00 %as of May 31, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 1,890325.1K $0.17 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,886292.3K $0.01 %0.00 %as of May 31, 2026 ↗
AVE MARIA UNDISCOVERED FUND Schwartz Investment Trust 1,820313.1K $3.83 %0.00 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,792308.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,776237.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 1,734268.8K $0.01 %0.00 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,676259.8K $0.02 %0.00 %as of May 31, 2026 ↗
SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST 1,603214.1K $0.05 %0.00 %as of Jul 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 1,600248K $0.16 %0.00 %as of May 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 1,577244.5K $0.21 %0.00 %as of May 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