Titelia

Fund shareholders of Middleby Corp/The

ISIN US5962781010 · United States · LEI JDFO86U9VQRBKW5KYA35

Fund shareholders
405
Of which ETFs
100 305 other funds
Value held
2.7B $ 18.9M SEK
Share of capital
43.7 % of 45.2M shares on Aug 10, 2026

405 funds hold this company. This table lists the 404 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,5641.1M $0.09 %0.02 %as of Apr 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 7,3521M $0.02 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,313969.6K $0.13 %0.02 %as of Mar 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 7,308968.9K $0.19 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 7,237959.5K $0.05 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,1251.2M $0.10 %0.02 %as of Feb 28, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 7,088994.9K $0.19 %0.02 %as of Apr 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 6,998927.8K $0.51 %0.02 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 6,725943.9K $0.16 %0.01 %as of Apr 30, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 6,501912.5K $0.29 %0.01 %as of Apr 30, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 6,493860.8K $0.05 %0.01 %as of Mar 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 6,481859.3K $0.19 %0.01 %as of Mar 31, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 6,478909.3K $1.46 %0.01 %as of Apr 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 6,366893.5K $0.19 %0.01 %as of Apr 30, 2026 ↗
Olstein Strategic Opportunities Fund Managed Portfolio Series 5,950788.9K $2.04 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,948834.9K $0.03 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 5,652749.3K $0.22 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 5,647748.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 5,600742.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
AMERICAN GROWTH FUND Series One AMERICAN GROWTH FUND INC 5,435762.9K $3.56 %0.01 %as of Apr 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 5,328747.8K $0.19 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,318746.4K $0.09 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,230734.1K $0.03 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 5,185727.8K $0.04 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,155683.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 5,146869K $0.21 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 5,049669.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 4,944655.5K $0.12 %0.01 %as of Mar 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 4,800636.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC 4,706623.9K $1.92 %0.01 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 4,686621.3K $0.10 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 4,669619K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 4,496631.1K $0.07 %0.01 %as of Apr 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,494595.8K $0.16 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,387581.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,250717.7K $0.08 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,933521.4K $0.14 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 3,895516.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 3,892516K $0.17 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,833647.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 3,806504.6K $0.05 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I 3,738495.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 3,684517.1K $0.18 %0.01 %as of Apr 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,656484.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 3,566602.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,545470K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 3,499463.9K $0.18 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 3,466486.5K $0.02 %0.01 %as of Apr 30, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 3,392449.7K $0.19 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,294436.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
Schwab Ariel Opportunities ETF SCHWAB STRATEGIC TRUST 3,155418.3K $1.82 %0.01 %as of Mar 31, 2026 ↗
Large Capital Growth Fund VALIC Co I 3,102523.8K $0.07 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,102411.3K $0.09 %0.01 %as of Mar 31, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,101411.1K $0.06 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 3,095522.6K $0.02 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,073431.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 3,012508.6K $0.37 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,998397.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
Carillon Chartwell Mid Cap Value Fund Carillon Series Trust 2,965393.1K $2.32 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,854378.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,710359.3K $0.11 %0.01 %as of Mar 31, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 2,689377.4K $0.25 %0.01 %as of Apr 30, 2026 ↗
Small Cap Special Values Fund VALIC Co I 2,622442.8K $0.25 %0.01 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,587343K $0.04 %0.01 %as of Mar 31, 2026 ↗
Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST 2,487329.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 2,485348.8K $0.02 %0.01 %as of Apr 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 2,431410.5K $0.06 %0.01 %as of Feb 28, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,378315.3K $0.05 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,372332.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 2,338394.8K $0.05 %0.01 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,228295.4K $0.12 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,225312.3K $0.12 %0.00 %as of Apr 30, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 2,158302.9K $2.19 %0.00 %as of Apr 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 2,126281.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,111296.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 2,063289.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 2,061273.2K $0.13 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 2,042344.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 2,038270.2K $0.11 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,010339.4K $0.05 %0.00 %as of Feb 28, 2026 ↗
AAM Transformers ETF ETF Series Solutions 2,008281.8K $0.18 %0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,996280.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 1,928255.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 1,908267.8K $0.08 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,852312.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,811240.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST 1,807253.6K $0.06 %0.00 %as of Apr 30, 2026 ↗
LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,798238.4K $0.10 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,792237.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 1,785236.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 1,700287.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust 1,694224.6K $0.75 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,678283.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 1,589223K $0.08 %0.00 %as of Apr 30, 2026 ↗
Mid Cap Intrinsic Value Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 1,584210K $0.21 %0.00 %as of Mar 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 1,577266.3K $0.23 %0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 1,552217.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 1,546261.1K $0.17 %0.00 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,525257.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 1,520201.5K $0.02 %0.00 %as of Mar 31, 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 ↗
BNP Paribas Funds SMaRT Food BNP Paribas Asset Management Luxembourg 2.80 %as of Dec 31, 2025 ↗
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 ↗

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