Middleby Ownership | Who Owns Middleby?
Middleby Ownership Summary
Middleby is owned by 104.30% institutional investors, 1.42% insiders. Select equity group is the largest institutional shareholder, holding 11.70% of MIDD shares. Victory Sycamore Established Value R is the top mutual fund, with 3.77% of its assets in Middleby shares.
MIDD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Middleby | 104.30% | 1.42% | -5.72% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
| Industry | Industrial Machinery Stocks | 57.70% | 9.34% | 32.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Select equity group | 6.29M | 11.70% | $851.91M |
| Vanguard group | 5.26M | 9.78% | $712.59M |
| Blackrock funding, inc. /de | 4.70M | 8.73% | $636.18M |
| Blackrock | 4.50M | 8.39% | $551.93M |
| Wellington management group llp | 4.00M | 7.43% | $541.48M |
| Victory capital management | 2.80M | 5.21% | $379.70M |
| Price t rowe associates inc /md/ | 1.90M | 3.53% | $256.75M |
| Turtle creek asset management | 1.87M | 3.47% | $252.80M |
| State street | 1.55M | 2.90% | $190.55M |
| Jpmorgan chase | 1.46M | 2.71% | $197.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Oldfield partners llp | 325.09K | 12.77% | $44.03M |
| Rivulet capital | 635.00K | 8.90% | $86.01M |
| Turtle creek asset management | 1.87M | 6.57% | $252.80M |
| Select equity group | 6.29M | 3.38% | $851.91M |
| Wolf hill capital management, lp | 331.13K | 3.22% | $44.85M |
| Aviso financial | 317.04K | 2.17% | $42.94M |
| Stone run capital | 36.71K | 1.95% | $4.97M |
| Hunter perkins capital management | 63.08K | 1.79% | $8.54M |
| Clarkston capital partners | 678.25K | 1.76% | $91.87M |
| Ariel investments | 1.20M | 1.73% | $162.29M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | 1.27M | 0.28% | 1.24M |
| Clarkston capital partners | 678.25K | 1.76% | 678.25K |
| Ubs group | 699.78K | 0.02% | 648.13K |
| Ameriprise financial | 366.29K | 0.01% | 257.67K |
| Thompson siegel & walmsley | 198.82K | 0.42% | 198.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Edgepoint investment group | - | - | -1.95M |
| Nordea investment management ab | - | - | -893.26K |
| Jpmorgan chase | 1.46M | 0.01% | -821.05K |
| Principal financial group | 123.36K | 0.01% | -586.55K |
| Fiera capital | 3.85K | 0.00% | -340.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Clarkston capital partners | 678.25K | 1.76% | 678.25K | $91.87M |
| Thompson siegel & walmsley | 198.82K | 0.42% | 198.82K | $26.93M |
| Norges bank | 149.05K | 0.00% | 149.05K | $20.19M |
| Raymond james financial | 83.52K | 0.00% | 83.52K | $11.31M |
| Vulcan value partners | 82.18K | 0.19% | 82.18K | $11.13M |
Sold Out
| Holder | Change |
|---|---|
| Harbour investments | -2.00 |
| Tfo-tdc | -2.00 |
| Claris advisors, llc / mo / | -3.00 |
| Financial gravity asset management | -3.00 |
| Capital performance advisors llp | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 380 | -6.86% | 56,084,038 | 1.66% | 104 | 0.99% | 160 | -22.71% | 133 | 10.83% |
| Sep 30, 2024 | 404 | 8.02% | 55,088,531 | 0.13% | 102 | 0.98% | 206 | 17.05% | 118 | -5.60% |
| Jun 30, 2024 | 371 | -4.63% | 55,011,534 | 2.58% | 102 | 1.03% | 174 | -11.22% | 124 | 13.76% |
| Mar 31, 2024 | 389 | 8.66% | 53,629,205 | 1.66% | 99 | 1.03% | 196 | 20.25% | 109 | -11.38% |
| Dec 31, 2023 | 358 | 2.29% | 52,755,491 | 0.39% | 98 | 1.02% | 163 | 8.67% | 123 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Victory Sycamore Established Value R | 2.03M | 3.77% | -40.00K |
| iShares Core S&P Mid-Cap ETF | 1.76M | 3.28% | 3.09K |
| Vanguard US Total Market Shares ETF | 1.70M | 3.17% | 1.24K |
| Vanguard Total Stock Mkt Idx Inv | 1.70M | 3.16% | 3.82K |
| Vanguard Small Cap Index | 1.37M | 2.56% | 1.11K |
| T. Rowe Price Mid-Cap Value | 1.16M | 2.17% | 260.30K |
| EdgePoint Global Portfolio Series F | 1.15M | 2.14% | - |
| Pacer US Cash Cows 100 ETF | 1.07M | 2.00% | 1.59K |
| JPM US Mid Cap Value-Composite | 1.07M | 1.99% | -11.73K |
| Vanguard Explorer Inv | 974.72K | 1.81% | 42.19K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 03, 2025 | Palisi Chapin Sarah | - | Sell | $81.75K |
| Nov 07, 2024 | McCarthy Cathy L | - | Sell | $71.09K |
| Nov 05, 2024 | Palisi Chapin Sarah | - | Sell | $33.91K |
| Aug 14, 2024 | Palisi Chapin Sarah | - | Sell | $27.43K |
| Jun 12, 2024 | Palisi Chapin Sarah | - | Sell | $19.26K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 2 |
MIDD Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools