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
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
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