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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 37 | 6.4K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 35 | 6K $ | 0.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 22 | 3.4K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust | 20 | 3.4K $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 20 | 3.4K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 12 | 1.9K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 10 | 1.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 406 | +3 | 19,721,782 | -0.1 % |
| 2026Q2 | 403 | -13 | 19,748,625 | -4.3 % |
| 2026Q1 | 416 | +17 | 20,631,193 | +0.7 % |
| 2025Q4 | 399 | -2 | 20,489,896 | -2.2 % |
| 2025Q3 | 401 | +8 | 20,959,066 | -2.7 % |
| 2025Q2 | 393 | +10 | 21,531,385 | -4.6 % |
| 2025Q1 | 383 | -17 | 22,572,862 | +1.5 % |
| 2024Q4 | 400 | 0 | 22,246,268 | -2.0 % |
| 2024Q3 | 400 | -7 | 22,711,520 | +4.6 % |
| 2024Q2 | 407 | +1 | 21,703,845 | +7.1 % |
| 2024Q1 | 406 | 0 | 20,274,057 | -8.9 % |
| 2023Q4 | 406 | 22,247,530 |
Institutional managers
405 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 6,414,401 | 850.4K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 4,252,207 | 563.8M $ | as of Mar 31, 2026 |
| Garden Investment Management, L.P. | 3,379,737 | 448.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,367,315 | 301.1M $ | as of Mar 31, 2026 |
| ARIEL INVESTMENTS, LLC | 1,574,530 | 208.8M $ | as of Mar 31, 2026 |
| Select Equity Group, L.P. | 1,500,467 | 198.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,424,686 | 188.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,383,528 | 183.4M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 1,292,232 | 171.3M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,200,007 | 159.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,109,859 | 147.1M $ | as of Mar 31, 2026 |
| TURTLE CREEK ASSET MANAGEMENT INC. | 943,514 | 125.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 925,140 | 122.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 852,666 | 113M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 803,383 | 106.5M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 781,276 | 103.6M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 735,555 | 97.5K $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 628,167 | 83.3M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 563,554 | 74.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 558,135 | 74M $ | as of Mar 31, 2026 |
| COOKE & BIELER LP | 549,434 | 72.8M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 456,571 | 60.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 431,007 | 57.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 417,224 | 55.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 413,415 | 54.8M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 4.83 % | 2,186,922 | as 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