Middleby Ownership 2024 | Who Owns Middleby Now?
Institutional Ownership
102.47%
Insider Ownership
1.26%
Retail Ownership
-3.73%
Institutional Holders
364.00
Middleby Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SELECT EQUITY GROUP, L.P. | 11.85% | 3.07% | 6,360,288 | 846,884 | 15.36% | 779,834,912 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.60% | 0.01% | 5,149,826 | 36,540 | 0.71% | 631,420,167 | Jun 30, 2024 |
| BLACKROCK INC. | 8.39% | 0.01% | 4,501,504 | -3,766 | -0.08% | 551,929,404 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 8.03% | 0.09% | 4,309,714 | 235,665 | 5.78% | 528,414,032 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 5.33% | 0.35% | 2,860,055 | 88,003 | 3.17% | 350,671,344 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 5.19% | 0.03% | 2,786,476 | -209,730 | -7.00% | 341,649,912 | Jun 30, 2024 |
| EDGEPOINT INVESTMENT GROUP INC. | 3.63% | 2.01% | 1,950,207 | -48,315 | -2.42% | 239,114,880 | Jun 30, 2024 |
| TURTLE CREEK ASSET MANAGEMENT INC. | 3.28% | 5.56% | 1,761,895 | 201,600 | 12.92% | 216,025,946 | Jun 30, 2024 |
| STATE STREET CORP | 2.90% | 0.01% | 1,554,118 | -8,392 | -0.54% | 190,550,408,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.70% | 0.02% | 1,447,062 | -3,159 | -0.22% | 177,425,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.44% | 0.01% | 1,307,811 | -110,050 | -7.76% | 160,350,708 | Jun 30, 2024 |
| MORGAN STANLEY | 1.89% | 0.01% | 1,015,241 | -90,636 | -8.20% | 124,478,887 | Jun 30, 2024 |
| PACER ADVISORS, INC. | 1.80% | 0.27% | 967,365 | 959,272 | 11853.11% | 118,608,623 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.80% | 0.04% | 964,123 | -84,701 | -8.08% | 118,211,121 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.73% | 0.01% | 927,670 | 23,400 | 2.59% | 113,771,311 | Jun 30, 2024 |
| SARASIN & PARTNERS LLP | 1.73% | 1.01% | 925,915 | 14,413 | 1.58% | 113,526,438 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.68% | 0.03% | 903,346 | 274,513 | 43.65% | 110,767,949 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 1.66% | 0.13% | 893,261 | -343,654 | -27.78% | 111,210,995 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 1.33% | 0.05% | 713,618 | 167,298 | 30.62% | 87,496,597,000 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 1.26% | 0.03% | 675,525 | -20,984 | -3.01% | 90,101,526 | Jun 30, 2024 |
Middleby's largest institutional shareholder is SELECT EQUITY GROUP, L.P., holding 11.85% of the company's total share outstanding, currently valued at $779.83M. The top 10 institutional shareholders own together 60.91% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| OLDFIELD PARTNERS LLP | 0.61% | 7.59% | 327,636 | -106,625 | -24.55% | 40,171,450 | Jun 30, 2024 |
| TURTLE CREEK ASSET MANAGEMENT INC. | 3.28% | 5.56% | 1,761,895 | 201,600 | 12.92% | 216,025,946 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 11.85% | 3.07% | 6,360,288 | 846,884 | 15.36% | 779,834,912 | Jun 30, 2024 |
| DLD ASSET MANAGEMENT, LP | 0.20% | 2.60% | 108,260 | 108,260 | 100.00% | 13,273,759 | Jun 30, 2024 |
| STONE RUN CAPITAL, LLC | 0.08% | 2.14% | 43,700 | -12,375 | -22.07% | 5,358,057 | Jun 30, 2024 |
| 0.56% | 2.06% | 300,910 | 300,910 | 100.00% | 36,882,542 | Jun 30, 2024 | |
| EDGEPOINT INVESTMENT GROUP INC. | 3.63% | 2.01% | 1,950,207 | -48,315 | -2.42% | 239,114,880 | Jun 30, 2024 |
| ADVANTAGE ALPHA CAPITAL PARTNERS LP | 0.13% | 1.88% | 70,407 | -520 | -0.73% | 8,632,602 | Jun 30, 2024 |
| RIVULET CAPITAL, LLC | 0.41% | 1.87% | 220,000 | 220,000 | 100.00% | 26,974,200 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.79% | 1.79% | 426,400 | -53,400 | -11.13% | 52,280,904 | Jun 30, 2024 |
| OLSTEIN CAPITAL MANAGEMENT, L.P. | 0.12% | 1.45% | 66,500 | 28,500 | 75.00% | 8,154,000 | Jun 30, 2024 |
| LUMMIS ASSET MANAGEMENT, LP | 0.02% | 1.42% | 8,784 | 50 | 0.57% | 1,077,006 | Jun 30, 2024 |
| DIXON MITCHELL INVESTMENT COUNSEL INC. | 0.39% | 1.31% | 211,275 | 61,371 | 40.94% | 26,173,802 | Jun 30, 2024 |
| HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 0.09% | 1.29% | 49,975 | 3,145 | 6.72% | 6,127,000 | Jun 30, 2024 |
| DLD ASSET MANAGEMENT, LP | 0.09% | 1.20% | 50,000 | 50,000 | 100.00% | 6,129,500 | Jun 30, 2024 |
| SARASIN & PARTNERS LLP | 1.73% | 1.01% | 925,915 | 14,413 | 1.58% | 113,526,438 | Jun 30, 2024 |
| LORNE STEINBERG WEALTH MANAGEMENT INC. | 0.05% | 0.97% | 24,520 | -135 | -0.55% | 3,006,397 | Jun 30, 2024 |
| DISTILLATE CAPITAL PARTNERS LLC | 0.20% | 0.69% | 106,697 | 106,697 | 100.00% | 13,082,119 | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | 0.04% | 0.69% | 20,578 | -93,120 | -81.90% | 2,523,114 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.02% | 0.68% | 13,320 | -600 | -4.31% | 1,633,165 | Jun 30, 2024 |
The largest Middleby shareholder by % of total assets is OLDFIELD PARTNERS LLP. The company owns 327.64K shares of Middleby (MIDD), representing 7.59% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PACER ADVISORS, INC. | 1.80% | 0.27% | 967,365 | 959,272 | 11853.11% | 118,608,623 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 11.85% | 3.07% | 6,360,288 | 846,884 | 15.36% | 779,834,912 | Jun 30, 2024 |
| 0.56% | 2.06% | 300,910 | 300,910 | 100.00% | 36,882,542 | Jun 30, 2024 | |
| DIMENSIONAL FUND ADVISORS LP | 1.68% | 0.03% | 903,346 | 274,513 | 43.65% | 110,767,949 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 8.03% | 0.09% | 4,309,714 | 235,665 | 5.78% | 528,414,032 | Jun 30, 2024 |
| RIVULET CAPITAL, LLC | 0.41% | 1.87% | 220,000 | 220,000 | 100.00% | 26,974,200 | Jun 30, 2024 |
| TURTLE CREEK ASSET MANAGEMENT INC. | 3.28% | 5.56% | 1,761,895 | 201,600 | 12.92% | 216,025,946 | Jun 30, 2024 |
| ARIEL INVESTMENTS, LLC | 0.95% | 0.68% | 510,127 | 187,304 | 58.02% | 62,546,671 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 1.33% | 0.05% | 713,618 | 167,298 | 30.62% | 87,496,597,000 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.28% | 0.01% | 150,000 | 150,000 | 100.00% | 20,007,000 | Jun 30, 2024 |
| AMUNDI | 0.40% | 0.01% | 217,041 | 143,449 | 194.92% | 26,316,221 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.28% | 0.01% | 147,627 | 142,154 | 2597.37% | 18,100,546 | Jun 30, 2024 |
| EPOCH INVESTMENT PARTNERS, INC. | 0.90% | 0.27% | 482,389 | 125,675 | 35.23% | 59,145,715 | Jun 30, 2024 |
| NORGES BANK | 0.21% | 0.00% | 111,977 | 111,977 | 100.00% | 13,729,500 | Jun 30, 2024 |
| DLD ASSET MANAGEMENT, LP | 0.20% | 2.60% | 108,260 | 108,260 | 100.00% | 13,273,759 | Jun 30, 2024 |
| DISTILLATE CAPITAL PARTNERS LLC | 0.20% | 0.69% | 106,697 | 106,697 | 100.00% | 13,082,119 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.20% | 0.00% | 106,500 | 106,500 | 100.00% | 13,057,965 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 5.33% | 0.35% | 2,860,055 | 88,003 | 3.17% | 350,671,344 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.95% | 0.01% | 512,401 | 81,101 | 18.80% | 62,825,516 | Jun 30, 2024 |
| INVESCO LTD. | 0.42% | 0.01% | 227,618 | 72,451 | 46.69% | 27,908,243 | Jun 30, 2024 |
As of Jun 30 2024, Middleby's largest institutional buyer is PACER ADVISORS, INC.. The company purchased 959.27K stocks of MIDD, valued at $118.61M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIERA CAPITAL CORP | 0.89% | 0.18% | 476,455 | -645,095 | -57.52% | 58,418,147 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 1.66% | 0.13% | 893,261 | -343,654 | -27.78% | 111,210,995 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -284,514 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 5.19% | 0.03% | 2,786,476 | -209,730 | -7.00% | 341,649,912 | Jun 30, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | - | - | - | -175,505 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -165,848 | -100.00% | - | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.04% | 0.00% | 18,921 | -160,347 | -89.45% | 2,320,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.58% | 0.02% | 309,746 | -145,857 | -32.01% | 37,977,957 | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | 0.05% | 0.00% | 24,908 | -134,231 | -84.35% | 3,054,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.44% | 0.01% | 1,307,811 | -110,050 | -7.76% | 160,350,708 | Jun 30, 2024 |
| OLDFIELD PARTNERS LLP | 0.61% | 7.59% | 327,636 | -106,625 | -24.55% | 40,171,450 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | - | - | - | -102,995 | -100.00% | - | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.29% | 0.03% | 157,781 | -94,501 | -37.46% | 19,343,000 | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | 0.04% | 0.69% | 20,578 | -93,120 | -81.90% | 2,523,114 | Jun 30, 2024 |
| MORGAN STANLEY | 1.89% | 0.01% | 1,015,241 | -90,636 | -8.20% | 124,478,887 | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | - | - | - | -86,313 | -100.00% | - | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.80% | 0.04% | 964,123 | -84,701 | -8.08% | 118,211,121 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -70,952 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | 0.80% | 0.07% | 429,939 | -63,009 | -12.78% | 52,725,141 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -59,581 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Middleby's biggest institutional seller is FIERA CAPITAL CORP. The company sold -0.65M shares of MIDD, valued at $58.42M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 0.56% | 2.06% | 300,910 | 300,910 | 100.00% | 36,882,542 | Jun 30, 2024 | |
| RIVULET CAPITAL, LLC | 0.41% | 1.87% | 220,000 | 220,000 | 100.00% | 26,974,200 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.28% | 0.01% | 150,000 | 150,000 | 100.00% | 20,007,000 | Jun 30, 2024 |
| NORGES BANK | 0.21% | 0.00% | 111,977 | 111,977 | 100.00% | 13,729,500 | Jun 30, 2024 |
| DLD ASSET MANAGEMENT, LP | 0.20% | 2.60% | 108,260 | 108,260 | 100.00% | 13,273,759 | Jun 30, 2024 |
| DISTILLATE CAPITAL PARTNERS LLC | 0.20% | 0.69% | 106,697 | 106,697 | 100.00% | 13,082,119 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.20% | 0.00% | 106,500 | 106,500 | 100.00% | 13,057,965 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.05% | 68,006 | 68,006 | 100.00% | 8,338,216 | Jun 30, 2024 |
| DLD ASSET MANAGEMENT, LP | 0.09% | 1.20% | 50,000 | 50,000 | 100.00% | 6,129,500 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.07% | 0.00% | 36,520 | 36,520 | 100.00% | 270,000 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.06% | 0.07% | 33,227 | 33,227 | 100.00% | 4,073,962 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.04% | 0.07% | 23,621 | 23,621 | 100.00% | 2,896,171 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.03% | 0.02% | 15,314 | 15,314 | 100.00% | 1,877,650 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.03% | 0.01% | 14,934 | 14,934 | 100.00% | 1,831,058 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.02% | 0.00% | 12,800 | 12,800 | 100.00% | 1,569,408 | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | 0.02% | 0.34% | 12,755 | 12,755 | 100.00% | 1,563,891 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.02% | 0.03% | 10,400 | 10,400 | 100.00% | 1,275,144 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.01% | 0.00% | 8,030 | 8,030 | 100.00% | 984,558 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.01% | 0.01% | 7,071 | 7,071 | 100.00% | 866,975 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.01% | 0.20% | 5,844 | 5,844 | 100.00% | 716,533 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.04% | 5,755 | 5,755 | 100.00% | 705,621 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.01% | 0.01% | 5,665 | 5,665 | 100.00% | 694,586 | Jun 30, 2024 |
| B. METZLER SEEL. SOHN & CO. AG | 0.01% | 0.01% | 5,622 | 5,622 | 100.00% | 689,313 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.02% | 5,399 | 5,399 | 100.00% | 662,000 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.01% | 0.04% | 5,030 | 5,030 | 100.00% | 616,728 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.01% | 0.00% | 5,000 | 5,000 | 100.00% | 613,050 | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | 0.01% | 0.06% | 4,978 | 4,978 | 100.00% | 610,353 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.01% | 0.04% | 4,755 | 4,755 | 100.00% | 583,011 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.01% | 0.08% | 4,078 | 4,078 | 100.00% | 500,004 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.00% | 3,937 | 3,937 | 100.00% | 483,000 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.01% | 0.00% | 3,671 | 3,671 | 100.00% | 450,101 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.01% | 0.05% | 3,653 | 3,653 | 100.00% | 448,000 | Jun 30, 2024 |
| KEEL POINT, LLC | 0.01% | 0.04% | 3,616 | 3,616 | 100.00% | 493,801 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 0.01% | 0.03% | 3,603 | 3,603 | 100.00% | 441,764 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.01% | 0.08% | 3,503 | 3,503 | 100.00% | 429,503 | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.01% | 0.00% | 3,166 | 3,166 | 100.00% | 388,183 | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | 0.01% | 0.00% | 2,983 | 2,983 | 100.00% | 365,746 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.00% | 0.05% | 2,087 | 2,087 | 100.00% | 255,887 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | 0.00% | 0.15% | 2,035 | 2,035 | 100.00% | 249,511 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 1,931 | 1,931 | 100.00% | 236,760 | Jun 30, 2024 |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.00% | 0.00% | 1,835 | 1,835 | 100.00% | 224,989 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA TRUST CO | 0.00% | 0.02% | 1,673 | 1,673 | 100.00% | 205,127 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 1,634 | 1,634 | 100.00% | 200,347 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.06% | 1,595 | 1,595 | 100.00% | 195,563 | Jun 30, 2024 |
| BROWN BROTHERS HARRIMAN & CO | 0.00% | 0.00% | 543 | 543 | 100.00% | 66,577 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 100 | 100 | 100.00% | 12,261 | Jun 30, 2024 |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 0.00% | 0.00% | 89 | 89 | 100.00% | 10,912 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.00% | - | 80 | 80 | 100.00% | 9,809 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 58 | 58 | 100.00% | 7,112 | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | - | 0.00% | 22 | 22 | 100.00% | 2,627 | Jun 30, 2024 |
| CHILTON CAPITAL MANAGEMENT LLC | - | - | 9 | 9 | 100.00% | 1,104 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 123 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | - | 1 | 1 | 100.00% | 122 | Jun 30, 2024 |
Middleby's largest new institutional shareholder by number of shares is , purchased 300.91K shares, valued at $36.88M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -284,514 | -100.00% | - | Jun 30, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | - | - | - | -175,505 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -165,848 | -100.00% | - | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | - | - | - | -102,995 | -100.00% | - | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | - | - | - | -86,313 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -70,952 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -59,581 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -58,000 | -100.00% | - | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | - | - | - | -48,490 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -39,808 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -22,075 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -21,842 | -100.00% | - | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -17,361 | -100.00% | - | Jun 30, 2024 |
| MILLRACE ASSET GROUP, INC. | - | - | - | -10,508 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | - | - | - | -9,411 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -9,236 | -100.00% | - | Jun 30, 2024 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | - | - | - | -7,713 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -6,900 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -6,679 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -6,449 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -5,190 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -4,454 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -4,217 | -100.00% | - | Jun 30, 2024 |
| HBK INVESTMENTS L P | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | - | - | - | -3,681 | -100.00% | - | Jun 30, 2024 |
| BOSTON FAMILY OFFICE LLC | - | - | - | -3,506 | -100.00% | - | Jun 30, 2024 |
| CALAMOS WEALTH MANAGEMENT LLC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| TIMELO INVESTMENT MANAGEMENT INC. | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -2,776 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -2,605 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -2,418 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -2,359 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -2,250 | -100.00% | - | Jun 30, 2024 |
| CAPROCK GROUP, LLC | - | - | - | -2,241 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -2,145 | -100.00% | - | Jun 30, 2024 |
| DORCHESTER WEALTH MANAGEMENT CO | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| PROFUND ADVISORS LLC | - | - | - | -1,836 | -100.00% | - | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -1,785 | -100.00% | - | Jun 30, 2024 |
| PARK AVENUE SECURITIES LLC | - | - | - | -1,712 | -100.00% | - | Jun 30, 2024 |
| POEHLING CAPITAL MANAGEMENT, INC. | - | - | - | -1,616 | -100.00% | - | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | - | - | - | -1,573 | -100.00% | - | Jun 30, 2024 |
| PFG INVESTMENTS, LLC | - | - | - | -1,531 | -100.00% | - | Jun 30, 2024 |
| NAPLES GLOBAL ADVISORS, LLC | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| ORION PORTFOLIO SOLUTIONS, LLC | - | - | - | -1,485 | -100.00% | - | Jun 30, 2024 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | - | - | - | -1,463 | -100.00% | - | Jun 30, 2024 |
| CIBC ASSET MANAGEMENT INC | - | - | - | -1,462 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -1,455 | -100.00% | - | Jun 30, 2024 |
| MIDWESTONE FINANCIAL GROUP, INC. | - | - | - | -1,439 | -100.00% | - | Jun 30, 2024 |
| MEIJI YASUDA ASSET MANAGEMENT CO LTD. | - | - | - | -1,373 | -100.00% | - | Jun 30, 2024 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | - | - | - | -1,336 | -100.00% | - | Jun 30, 2024 |
| DAVIS R M INC | - | - | - | -1,312 | -100.00% | - | Jun 30, 2024 |
| JOEL ISAACSON & CO., LLC | - | - | - | -1,300 | -100.00% | - | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -392 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| RICHARDSON FINANCIAL SERVICES INC. | - | - | - | -65 | -100.00% | - | Jun 30, 2024 |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
| PARK PLACE CAPITAL CORP | - | - | - | -37 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| ADVISORNET FINANCIAL, INC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| HARBOUR INVESTMENTS, INC. | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Middleby's largest sold out institutional shareholder by shares sold is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., sold -0.28M shares, valued at -, as of undefined.
Middleby Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AMERICAN GROWTH FUND INC | 5.17% | 4,835 | 4,835 | - | Jan 31, 2024 |
| FORUM FUNDS | 2.60% | 6,000,000 | - | - | Jan 31, 2024 |
| CALAMOS ADVISORS TRUST/IL | 2.33% | 170,000 | 55,000 | 47.83% | Mar 31, 2024 |
| Calamos ETF Trust | 2.21% | 238,000 | 238,000 | - | Jan 31, 2024 |
| PROSPECTOR FUNDS, INC. | 1.28% | 377,000 | - | - | Mar 31, 2024 |
| Fidelity Greenwood Street Trust | 1.17% | 3,500,000 | 2,500,000 | 250.00% | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 0.96% | 4,661,000 | - | - | Jan 31, 2024 |
| Fiera Capital Series Trust | 0.80% | 15,883 | 1,161 | 7.89% | Jun 30, 2023 |
| UNIFIED SERIES TRUST | 0.75% | 11,945,000 | - | - | Mar 31, 2024 |
| CALAMOS STRATEGIC TOTAL RETURN FUND | 0.74% | 8,240,000 | - | - | Jan 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.71% | 1,685,000 | - | - | Jan 31, 2024 |
| Virtus Equity & Convertible Income Fund | 0.70% | 1,380,000 | - | - | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.66% | 1,335,000 | - | - | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.59% | 1,210,000 | - | - | Jan 31, 2024 |
| Virtus Strategy Trust | 0.58% | 12,290,000 | - | - | Mar 28, 2024 |
| Calamos Dynamic Convertible & Income Fund | 0.49% | 3,750,000 | - | - | Jan 31, 2024 |
| TAX MANAGED SMALL CAP PORTFOLIO | 0.49% | 25,649 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.48% | 1,810,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 0.48% | 2,360,000 | - | - | Jan 31, 2024 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.44% | 1,513,000 | - | - | Jan 31, 2024 |
| AGF Investments Trust | 0.42% | -7,967 | -10,508 | -413.54% | Mar 31, 2024 |
| Virtus Strategy Trust | 0.39% | 8,310,000 | - | - | Mar 28, 2024 |
| CALAMOS CONVERTIBLE & HIGH INCOME FUND | 0.38% | 4,750,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.37% | 4,250,000 | - | - | Jan 31, 2024 |
| Alger ETF Trust | 0.34% | 2,426 | - | - | Dec 31, 2023 |
| John Hancock Hedged Equity & Income Fund | 0.31% | 47,000 | - | - | Mar 31, 2024 |
| John Hancock Hedged Equity & Income Fund | 0.31% | 47,000 | - | - | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.30% | 31,264,000 | - | - | Jan 31, 2024 |
| FIDELITY FINANCIAL TRUST | 0.27% | 4,800,000 | -2,230,000 | -31.72% | Feb 29, 2024 |
| AB TRUST | 0.27% | 254,513 | -20,590 | -7.48% | Feb 29, 2024 |
| Virtus Investment Trust | 0.26% | 8,915,000 | - | - | Mar 28, 2024 |
| Virtus Convertible & Income Fund | 0.24% | 1,205,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.24% | 910,000 | - | - | Jan 31, 2024 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.24% | 1,090,926 | -20,998 | -1.89% | Dec 31, 2023 |
| NICHOLAS II, INC | 0.21% | 100,000 | - | - | Dec 31, 2023 |
| T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.21% | 383,510 | - | - | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.20% | 46,623 | - | - | Mar 31, 2024 |
| AB CORE OPPORTUNITIES FUND, INC. | 0.17% | 8,480 | - | - | Feb 29, 2024 |
| NICHOLAS Ltd EDITION, INC. | 0.15% | 50,000 | - | - | Dec 31, 2023 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.14% | 160,000 | - | - | Mar 28, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.11% | 438,262 | 3,711 | 0.85% | Mar 28, 2024 |
| AB DISCOVERY GROWTH FUND, INC. | 0.11% | 163,487 | - | - | Jan 31, 2024 |
| PUTNAM HIGH YIELD FUND | 0.10% | 989,000 | - | - | Feb 29, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.10% | 7,500,000 | - | - | Feb 29, 2024 |
| Delaware Enhanced Global Dividend & Income Fund | 0.10% | 37,000 | - | - | Feb 28, 2023 |
| GROWTH FUND OF AMERICA | 0.08% | 2,028,714 | - | - | Feb 29, 2024 |
| HEARTLAND GROUP INC | 0.08% | 44,810 | 14,619 | 48.42% | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.08% | 33,146 | -2,335 | -6.58% | Jan 31, 2024 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 0.07% | 800,433 | -661 | -0.08% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.07% | 36,675 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.07% | 843,129 | -31,384 | -3.59% | Jan 31, 2024 |
| TEMPLETON GLOBAL SMALLER COMPANIES FUND | 0.07% | 45,537 | - | - | Feb 29, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.06% | 50,000 | - | - | Dec 29, 2023 |
| VICTORY PORTFOLIOS | 0.06% | 1,906,300 | -34,200 | -1.76% | Mar 31, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.06% | 1,277 | - | - | Dec 29, 2023 |
| BNY Mellon Growth & Income Fund, Inc. | 0.05% | 10,436 | 10,436 | - | Oct 31, 2019 |
| MASTER LARGE CAP SERIES LLC | 0.05% | 47,914 | - | - | Mar 31, 2022 |
| WANGER ADVISORS TRUST | 0.05% | 25,196 | - | - | Mar 31, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.04% | 1,989,000 | - | - | Feb 29, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.04% | 1,989,000 | - | - | Feb 29, 2024 |
| RMB INVESTORS TRUST | 0.04% | 22,250 | - | - | Dec 31, 2023 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.04% | 1,258 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.04% | 422,800 | 169,700 | 67.05% | Jan 31, 2024 |
| COLUMBIA ACORN TRUST | 0.04% | 134,019 | - | - | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.04% | 13,978 | - | - | Mar 31, 2024 |
| CALVERT IMPACT FUND INC | 0.04% | 455,326 | 20,080 | 4.61% | Mar 31, 2024 |
| DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC | 0.04% | 10,000 | - | - | Feb 28, 2023 |
| LORD ASSET MANAGEMENT TRUST | 0.04% | 1,300 | - | - | Oct 31, 2022 |
| AB RELATIVE VALUE FUND, INC. | 0.03% | 41,921 | - | - | Jan 31, 2024 |
| AMCAP FUND | 0.03% | 287,391 | - | - | Feb 29, 2024 |
| LIBERTY ALL STAR GROWTH FUND INC. | 0.03% | 4,263 | - | - | Dec 31, 2023 |
| MERIDIAN FUND INC | 0.03% | 78,796 | - | - | Mar 28, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.03% | 8,550 | - | - | Jan 31, 2024 |
| 360 Funds | 0.03% | 6,500 | - | - | Feb 29, 2024 |
| Value Line Select Growth Fund, Inc. | 0.03% | 3,400 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 114,268 | -30,998 | -21.34% | Jan 31, 2024 |
| VALUE LINE CENTURION FUND INC | 0.03% | 9,000 | - | - | Mar 31, 2022 |
| ALLSPRING VARIABLE TRUST | 0.03% | 18,100 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST XI | 0.03% | 14,483 | 14,483 | - | Mar 28, 2024 |
| ALGER PORTFOLIOS | 0.03% | 10,420 | - | - | Dec 31, 2023 |
| NEW PERSPECTIVE FUND | 0.03% | 800,918 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.03% | 109,147 | -2,590 | -2.32% | Feb 29, 2024 |
| LAZARD FUNDS INC | 0.02% | 1,029,000 | 963,000 | 1459.09% | Mar 31, 2024 |
| AMERICAN HIGH INCOME TRUST | 0.02% | 4,500,000 | - | - | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.02% | 5,281 | -1,502 | -22.14% | Jan 31, 2024 |
| ALGER FUNDS | 0.02% | 22,355 | - | - | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.02% | 14,820 | -1,200 | -7.49% | Dec 29, 2023 |
| REYNOLDS FUNDS INC | 0.02% | 250 | - | - | Mar 31, 2024 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.02% | 91,809 | -3,450 | -3.62% | Mar 31, 2024 |
| John Hancock Funds III | 0.02% | 293,061 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.02% | 46,078 | - | - | Jan 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.02% | 10,297 | 1,576 | 18.07% | Mar 31, 2024 |
| VANGUARD WINDSOR FUNDS | 0.02% | 664,486 | -5,873 | -0.88% | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.02% | 535,000 | 535,000 | - | Mar 31, 2024 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.02% | 350,000 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.02% | 26,616 | -345 | -1.28% | Mar 31, 2024 |
| Putnam ETF Trust | 0.01% | 125,000 | - | - | Jan 31, 2024 |
| Calamos Global Dynamic Income Fund | 0.01% | 161,000 | - | - | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 19,000 | -620 | -3.16% | Feb 29, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.01% | 22,094 | 216 | 0.99% | Mar 31, 2024 |
Middleby's largest mutual fund holder by % of total assets is "AMERICAN GROWTH FUND INC", owning 4.83K shares, compromising 5.17% of its total assets.
Middleby Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 364 | -6.19% |
| 31 Mar, 24 | 388 | 8.68% |
| 31 Dec, 23 | 357 | 2.29% |
| 30 Sep, 23 | 349 | -3.06% |
| 30 Jun, 23 | 360 | 1.98% |
| 31 Mar, 23 | 353 | 5.37% |
| 31 Dec, 22 | 335 | 1.52% |
| 30 Sep, 22 | 330 | -1.20% |
| 30 Jun, 22 | 334 | -14.58% |
| 31 Mar, 22 | 391 | 1.03% |
| 31 Dec, 21 | 387 | 4.03% |
| 30 Sep, 21 | 372 | -3.13% |
| 30 Jun, 21 | 384 | 6.96% |
| 31 Mar, 21 | 359 | 6.21% |
| 31 Dec, 20 | 338 | 13.04% |
| 30 Sep, 20 | 299 | -5.97% |
| 30 Jun, 20 | 318 | -2.45% |
| 31 Mar, 20 | 326 | -17.26% |
| 31 Dec, 19 | 394 | 8.84% |
| 30 Sep, 19 | 362 | -7.89% |
| 30 Jun, 19 | 393 | 1.55% |
| 31 Mar, 19 | 387 | 9.01% |
| 31 Dec, 18 | 355 | -5.59% |
| 30 Sep, 18 | 376 | 5.62% |
| 30 Jun, 18 | 356 | -4.81% |
| 31 Mar, 18 | 374 | -2.35% |
| 31 Dec, 17 | 383 | 6.69% |
| 30 Sep, 17 | 359 | -12.65% |
| 30 Jun, 17 | 411 | -2.14% |
| 31 Mar, 17 | 420 | 4.22% |
| 31 Dec, 16 | 403 | 8.04% |
| 30 Sep, 16 | 373 | 1.08% |
| 30 Jun, 16 | 369 | 7.89% |
| 31 Mar, 16 | 342 | 1.18% |
| 31 Dec, 15 | 338 | -1.74% |
| 30 Sep, 15 | 344 | 6.17% |
| 30 Jun, 15 | 324 | -2.11% |
| 31 Mar, 15 | 331 | 5.41% |
| 31 Dec, 14 | 314 | 5.37% |
| 30 Sep, 14 | 298 | 2.41% |
| 30 Jun, 14 | 291 | -3.96% |
| 31 Mar, 14 | 303 | 5.57% |
| 31 Dec, 13 | 287 | 8.71% |
| 30 Sep, 13 | 264 | 5.18% |
| 30 Jun, 13 | 251 | 128.18% |
| 31 Mar, 13 | 110 | 5.77% |
| 31 Dec, 12 | 104 | 7.22% |
| 30 Sep, 12 | 97 | 7.78% |
| 30 Jun, 12 | 90 | 15.38% |
| 31 Mar, 12 | 78 | 6.85% |
| 31 Dec, 11 | 73 | 17.74% |
| 30 Sep, 11 | 62 | -12.68% |
| 30 Jun, 11 | 71 | 9.23% |
| 31 Mar, 11 | 65 | 4.84% |
| 31 Dec, 10 | 62 | 12.73% |
| 30 Sep, 10 | 55 | 3.77% |
| 30 Jun, 10 | 53 | 12.77% |
| 31 Mar, 10 | 47 | -6.00% |
| 31 Dec, 09 | 50 | - |
| 30 Sep, 09 | 50 | - |
| 30 Jun, 09 | 50 | 21.95% |
| 31 Mar, 09 | 41 | -2.38% |
| 31 Dec, 08 | 42 | -10.64% |
| 30 Sep, 08 | 47 | -4.08% |
| 30 Jun, 08 | 49 | -23.44% |
| 31 Mar, 08 | 64 | 8.47% |
| 31 Dec, 07 | 59 | 22.92% |
| 30 Sep, 07 | 48 | 6.67% |
| 30 Jun, 07 | 45 | 12.50% |
| 31 Mar, 07 | 40 | -2.44% |
| 31 Dec, 06 | 41 | 41.38% |
| 30 Sep, 06 | 29 | 11.54% |
| 30 Jun, 06 | 26 | -10.34% |
| 31 Mar, 06 | 29 | 20.83% |
| 31 Dec, 05 | 24 | 26.32% |
| 30 Sep, 05 | 19 | -9.52% |
| 30 Jun, 05 | 21 | - |
| 31 Mar, 05 | 21 | 10.53% |
| 31 Dec, 04 | 19 | 11.76% |
| 30 Sep, 04 | 17 | -19.05% |
| 30 Jun, 04 | 21 | 16.67% |
| 31 Mar, 04 | 18 | 38.46% |
| 31 Dec, 03 | 13 | 116.67% |
| 30 Sep, 03 | 6 | 50.00% |
| 30 Jun, 03 | 4 | 33.33% |
| 31 Mar, 03 | 3 | - |
| 31 Dec, 02 | 3 | 200.00% |
| 30 Sep, 02 | 1 | - |
| 30 Jun, 02 | 1 | -50.00% |
| 31 Mar, 02 | 2 | - |
| 31 Dec, 01 | 2 | 100.00% |
| 30 Sep, 01 | 1 | - |
| 30 Jun, 01 | 1 | - |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | 1 | -66.67% |
| 30 Sep, 99 | 3 | 50.00% |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | 2 | - |
As of 30 Jun 24, 364 institutions are holding Middleby's shares, representing a decrease of -6.19% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 54,978,592 | 2.52% |
| 31 Mar, 24 | 53,625,288 | 1.65% |
| 31 Dec, 23 | 52,755,334 | 0.39% |
| 30 Sep, 23 | 52,549,894 | 1.10% |
| 30 Jun, 23 | 51,979,559 | -0.37% |
| 31 Mar, 23 | 52,170,227 | -2.80% |
| 31 Dec, 22 | 53,675,817 | -1.26% |
| 30 Sep, 22 | 54,361,945 | 0.73% |
| 30 Jun, 22 | 53,970,559 | -1.44% |
| 31 Mar, 22 | 54,756,625 | -0.06% |
| 31 Dec, 21 | 54,787,357 | -4.24% |
| 30 Sep, 21 | 57,213,819 | 1.60% |
| 30 Jun, 21 | 56,313,510 | 2.88% |
| 31 Mar, 21 | 54,737,333 | -7.85% |
| 31 Dec, 20 | 59,397,391 | -5.54% |
| 30 Sep, 20 | 62,879,797 | 4.64% |
| 30 Jun, 20 | 60,091,249 | 7.10% |
| 31 Mar, 20 | 56,105,348 | 4.63% |
| 31 Dec, 19 | 53,620,952 | -2.11% |
| 30 Sep, 19 | 54,778,148 | -1.21% |
| 30 Jun, 19 | 55,446,415 | -4.31% |
| 31 Mar, 19 | 57,941,653 | -1.13% |
| 31 Dec, 18 | 58,605,122 | -0.99% |
| 30 Sep, 18 | 59,192,345 | -1.98% |
| 30 Jun, 18 | 60,386,394 | 1.16% |
| 31 Mar, 18 | 59,693,756 | 3.10% |
| 31 Dec, 17 | 57,900,211 | 3.30% |
| 30 Sep, 17 | 56,050,335 | 1.38% |
| 30 Jun, 17 | 55,289,536 | 0.76% |
| 31 Mar, 17 | 54,871,401 | -1.68% |
| 31 Dec, 16 | 55,807,927 | 2.60% |
| 30 Sep, 16 | 54,394,287 | -1.32% |
| 30 Jun, 16 | 55,120,617 | -1.51% |
| 31 Mar, 16 | 55,965,024 | 1.50% |
| 31 Dec, 15 | 55,138,992 | 5.23% |
| 30 Sep, 15 | 52,396,076 | 3.01% |
| 30 Jun, 15 | 50,864,253 | 0.32% |
| 31 Mar, 15 | 50,699,634 | 1.19% |
| 31 Dec, 14 | 50,105,077 | -0.15% |
| 30 Sep, 14 | 50,179,636 | -1.10% |
| 30 Jun, 14 | 50,738,100 | 195.49% |
| 31 Mar, 14 | 17,171,020 | -0.13% |
| 31 Dec, 13 | 17,193,378 | -2.09% |
| 30 Sep, 13 | 17,559,776 | 2.08% |
| 30 Jun, 13 | 17,201,583 | 90.52% |
| 31 Mar, 13 | 9,028,772 | -7.60% |
| 31 Dec, 12 | 9,771,132 | 2.64% |
| 30 Sep, 12 | 9,519,622 | -6.58% |
| 30 Jun, 12 | 10,190,052 | 12.46% |
| 31 Mar, 12 | 9,061,162 | -11.55% |
| 31 Dec, 11 | 10,243,867 | 9.61% |
| 30 Sep, 11 | 9,346,089 | -20.70% |
| 30 Jun, 11 | 11,785,873 | 12.79% |
| 31 Mar, 11 | 10,449,332 | 17.50% |
| 31 Dec, 10 | 8,892,877 | -6.87% |
| 30 Sep, 10 | 9,548,524 | 8.10% |
| 30 Jun, 10 | 8,832,971 | 14.37% |
| 31 Mar, 10 | 7,723,441 | 5.50% |
| 31 Dec, 09 | 7,320,471 | 22.07% |
| 30 Sep, 09 | 5,996,895 | 6.95% |
| 30 Jun, 09 | 5,607,055 | -6.23% |
| 31 Mar, 09 | 5,979,383 | -8.40% |
| 31 Dec, 08 | 6,527,765 | 17.30% |
| 30 Sep, 08 | 5,564,791 | -14.07% |
| 30 Jun, 08 | 6,475,701 | -4.72% |
| 31 Mar, 08 | 6,796,536 | 43.36% |
| 31 Dec, 07 | 4,740,860 | 30.40% |
| 30 Sep, 07 | 3,635,660 | -1.96% |
| 30 Jun, 07 | 3,708,183 | 112.08% |
| 31 Mar, 07 | 1,748,443 | 30.97% |
| 31 Dec, 06 | 1,335,035 | 17.76% |
| 30 Sep, 06 | 1,133,675 | -1.69% |
| 30 Jun, 06 | 1,153,220 | -10.26% |
| 31 Mar, 06 | 1,285,010 | 9.61% |
| 31 Dec, 05 | 1,172,305 | 1.63% |
| 30 Sep, 05 | 1,153,534 | 7.69% |
| 30 Jun, 05 | 1,071,161 | 11.60% |
| 31 Mar, 05 | 959,819 | 77.20% |
| 31 Dec, 04 | 541,651 | -36.02% |
| 30 Sep, 04 | 846,658 | 11.63% |
| 30 Jun, 04 | 758,448 | 24.61% |
| 31 Mar, 04 | 608,669 | 54.29% |
| 31 Dec, 03 | 394,495 | -27.88% |
| 30 Sep, 03 | 547,033 | -24.46% |
| 30 Jun, 03 | 724,210 | 14.83% |
| 31 Mar, 03 | 630,700 | 472.84% |
| 31 Dec, 02 | 110,100 | 22.20% |
| 30 Sep, 02 | 90,100 | - |
| 30 Jun, 02 | 90,100 | -10.53% |
| 31 Mar, 02 | 100,700 | -59.13% |
| 31 Dec, 01 | 246,400 | 66.71% |
| 30 Sep, 01 | 147,800 | 57.57% |
| 30 Jun, 01 | 93,800 | - |
| 31 Mar, 00 | 24,960 | 38.98% |
| 31 Dec, 99 | 17,960 | -97.62% |
| 30 Sep, 99 | 754,426 | 801.71% |
| 30 Jun, 99 | 83,666 | -33.55% |
| 31 Mar, 99 | 125,916 | - |
Middleby (MIDD) has 54.98M shares outstanding as of 30 Jun 24, up 2.52% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 102.47% | 1.03% |
| 31 Mar, 24 | 99.95% | 1.03% |
| 31 Dec, 23 | 98.42% | 1.02% |
| 30 Sep, 23 | 98.06% | 1.04% |
| 30 Jun, 23 | 97.11% | 1.02% |
| 31 Mar, 23 | 97.34% | 0.98% |
| 31 Dec, 22 | 99.75% | 0.98% |
| 30 Sep, 22 | 100.92% | 1.01% |
| 30 Jun, 22 | 99.88% | 1.00% |
| 31 Mar, 22 | 100.16% | 1.02% |
| 31 Dec, 21 | 99.27% | 0.93% |
| 30 Sep, 21 | 103.59% | 1.00% |
| 30 Jun, 21 | 101.96% | 1.04% |
| 31 Mar, 21 | 99.14% | 0.85% |
| 31 Dec, 20 | 107.88% | 0.82% |
| 30 Sep, 20 | 114.36% | 0.96% |
| 30 Jun, 20 | 109.39% | 1.07% |
| 31 Mar, 20 | 101.28% | 1.09% |
| 31 Dec, 19 | 96.36% | 1.00% |
| 30 Sep, 19 | 98.41% | 0.99% |
| 30 Jun, 19 | 99.62% | 0.92% |
| 31 Mar, 19 | 104.21% | 0.94% |
| 31 Dec, 18 | 105.45% | 0.93% |
| 30 Sep, 18 | 106.51% | 0.90% |
| 30 Jun, 18 | 108.66% | 0.94% |
| 31 Mar, 18 | 107.42% | 1.03% |
| 31 Dec, 17 | 102.09% | 1.05% |
| 30 Sep, 17 | 98.66% | 1.06% |
| 30 Jun, 17 | 96.49% | 1.05% |
| 31 Mar, 17 | 96.09% | 1.00% |
| 31 Dec, 16 | 97.86% | 1.08% |
| 30 Sep, 16 | 95.39% | 1.02% |
| 30 Jun, 16 | 96.67% | 1.00% |
| 31 Mar, 16 | 98.10% | 1.05% |
| 31 Dec, 15 | 96.80% | 1.14% |
| 30 Sep, 15 | 91.98% | 1.15% |
| 30 Jun, 15 | 89.29% | 1.13% |
| 31 Mar, 15 | 89.08% | 1.14% |
| 31 Dec, 14 | 88.27% | 1.13% |
| 30 Sep, 14 | 88.24% | 1.11% |
| 30 Jun, 14 | 89.22% | 1.07% |
| 31 Mar, 14 | 91.24% | 1.08% |
| 31 Dec, 13 | 91.77% | 1.04% |
| 30 Sep, 13 | 93.77% | 1.09% |
| 30 Jun, 13 | 92.56% | 3.84% |
| 31 Mar, 13 | 49.08% | 1.77% |
| 31 Dec, 12 | 52.63% | 1.94% |
| 30 Sep, 12 | 52.03% | 1.67% |
| 30 Jun, 12 | 55.78% | 2.24% |
| 31 Mar, 12 | 49.93% | 1.54% |
| 31 Dec, 11 | 56.92% | 2.12% |
| 30 Sep, 11 | 51.81% | 1.22% |
| 30 Jun, 11 | 65.29% | 1.92% |
| 31 Mar, 11 | 58.37% | 2.34% |
| 31 Dec, 10 | 49.96% | 1.74% |
| 30 Sep, 10 | 53.60% | 2.19% |
| 30 Jun, 10 | 49.45% | 2.61% |
| 31 Mar, 10 | 43.50% | 2.85% |
| 31 Dec, 09 | 39.08% | 3.37% |
| 30 Sep, 09 | 34.07% | 3.35% |
| 30 Jun, 09 | 31.89% | 2.76% |
| 31 Mar, 09 | 34.00% | 2.04% |
| 31 Dec, 08 | 40.85% | 3.34% |
| 30 Sep, 08 | 34.97% | 2.13% |
| 30 Jun, 08 | 40.50% | 2.26% |
| 31 Mar, 08 | 42.33% | 4.64% |
| 31 Dec, 07 | 30.21% | 5.66% |
| 30 Sep, 07 | 23.09% | 4.11% |
| 30 Jun, 07 | 23.71% | 4.66% |
| 31 Mar, 07 | 22.55% | 8.64% |
| 31 Dec, 06 | 16.15% | 7.34% |
| 30 Sep, 06 | 14.83% | 6.48% |
| 30 Jun, 06 | 15.13% | 5.32% |
| 31 Mar, 06 | 16.87% | 6.93% |
| 31 Dec, 05 | 15.60% | 6.62% |
| 30 Sep, 05 | 15.35% | 7.54% |
| 30 Jun, 05 | 14.27% | 8.65% |
| 31 Mar, 05 | 12.84% | 36.25% |
| 31 Dec, 04 | 5.95% | 7.09% |
| 30 Sep, 04 | 9.16% | 13.59% |
| 30 Jun, 04 | 8.21% | 18.84% |
| 31 Mar, 04 | 6.60% | 34.86% |
| 31 Dec, 03 | 4.35% | 11.87% |
| 30 Sep, 03 | 6.05% | 339.07% |
| 30 Jun, 03 | 1.34% | 98.57% |
| 31 Mar, 03 | 1.16% | 2811.40% |
| 31 Dec, 02 | 0.20% | 729.64% |
| 30 Sep, 02 | 0.17% | 596.59% |
| 30 Jun, 02 | 0.17% | 478.09% |
| 31 Mar, 02 | 0.19% | 89.46% |
| 31 Dec, 01 | 0.46% | 607.77% |
| 30 Sep, 01 | 0.27% | 905.05% |
| 30 Jun, 01 | 0.17% | - |
| 31 Mar, 00 | 0.04% | 4700.34% |
| 31 Dec, 99 | 0.03% | 2.53% |
| 30 Sep, 99 | 1.08% | 5544.48% |
| 30 Jun, 99 | 0.14% | 326.72% |
| 31 Mar, 99 | 0.21% | - |
As of 30 Jun 24, Middleby is held by 102.47% institutional shareholders, representing a 1.03% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 172 | -11.79% |
| 31 Mar, 24 | 195 | 19.63% |
| 31 Dec, 23 | 163 | 8.67% |
| 30 Sep, 23 | 150 | -1.32% |
| 30 Jun, 23 | 152 | -11.63% |
| 31 Mar, 23 | 172 | 22.86% |
| 31 Dec, 22 | 140 | 4.48% |
| 30 Sep, 22 | 134 | 7.20% |
| 30 Jun, 22 | 125 | -27.33% |
| 31 Mar, 22 | 172 | -4.97% |
| 31 Dec, 21 | 181 | 9.70% |
| 30 Sep, 21 | 165 | -6.78% |
| 30 Jun, 21 | 177 | 6.63% |
| 31 Mar, 21 | 166 | 9.21% |
| 31 Dec, 20 | 152 | 18.75% |
| 30 Sep, 20 | 128 | -10.49% |
| 30 Jun, 20 | 143 | -3.38% |
| 31 Mar, 20 | 148 | -23.32% |
| 31 Dec, 19 | 193 | 26.14% |
| 30 Sep, 19 | 153 | -18.62% |
| 30 Jun, 19 | 188 | 14.63% |
| 31 Mar, 19 | 164 | 11.56% |
| 31 Dec, 18 | 147 | -10.91% |
| 30 Sep, 18 | 165 | 34.15% |
| 30 Jun, 18 | 123 | -17.45% |
| 31 Mar, 18 | 149 | -6.88% |
| 31 Dec, 17 | 160 | 13.48% |
| 30 Sep, 17 | 141 | -26.56% |
| 30 Jun, 17 | 192 | 8.47% |
| 31 Mar, 17 | 177 | -9.69% |
| 31 Dec, 16 | 196 | 19.51% |
| 30 Sep, 16 | 164 | -2.96% |
| 30 Jun, 16 | 169 | 22.46% |
| 31 Mar, 16 | 138 | -9.21% |
| 31 Dec, 15 | 152 | -10.59% |
| 30 Sep, 15 | 170 | 14.09% |
| 30 Jun, 15 | 149 | -6.29% |
| 31 Mar, 15 | 159 | 15.22% |
| 31 Dec, 14 | 138 | -10.97% |
| 30 Sep, 14 | 155 | -40.15% |
| 30 Jun, 14 | 259 | 102.34% |
| 31 Mar, 14 | 128 | -6.57% |
| 31 Dec, 13 | 137 | 39.80% |
| 30 Sep, 13 | 98 | -46.15% |
| 30 Jun, 13 | 182 | 213.79% |
| 31 Mar, 13 | 58 | 5.45% |
| 31 Dec, 12 | 55 | 1.85% |
| 30 Sep, 12 | 54 | 1.89% |
| 30 Jun, 12 | 53 | 17.78% |
| 31 Mar, 12 | 45 | 4.65% |
| 31 Dec, 11 | 43 | 34.38% |
| 30 Sep, 11 | 32 | -27.27% |
| 30 Jun, 11 | 44 | 22.22% |
| 31 Mar, 11 | 36 | 5.88% |
| 31 Dec, 10 | 34 | 30.77% |
| 30 Sep, 10 | 26 | -13.33% |
| 30 Jun, 10 | 30 | 3.45% |
| 31 Mar, 10 | 29 | -14.71% |
| 31 Dec, 09 | 34 | 41.67% |
| 30 Sep, 09 | 24 | -20.00% |
| 30 Jun, 09 | 30 | 11.11% |
| 31 Mar, 09 | 27 | - |
| 31 Dec, 08 | 27 | 3.85% |
| 30 Sep, 08 | 26 | -21.21% |
| 30 Jun, 08 | 33 | -5.71% |
| 31 Mar, 08 | 35 | - |
| 31 Dec, 07 | 35 | 20.69% |
| 30 Sep, 07 | 29 | -35.56% |
| 30 Jun, 07 | 45 | 114.29% |
| 31 Mar, 07 | 21 | -12.50% |
| 31 Dec, 06 | 24 | 20.00% |
| 30 Sep, 06 | 20 | 5.26% |
| 30 Jun, 06 | 19 | -9.52% |
| 31 Mar, 06 | 21 | 40.00% |
| 31 Dec, 05 | 15 | - |
| 30 Sep, 05 | 15 | 50.00% |
| 30 Jun, 05 | 10 | -9.09% |
| 31 Mar, 05 | 11 | 22.22% |
| 31 Dec, 04 | 9 | - |
| 30 Sep, 04 | 9 | -43.75% |
| 30 Jun, 04 | 16 | 33.33% |
| 31 Mar, 04 | 12 | 20.00% |
| 31 Dec, 03 | 10 | 150.00% |
| 30 Sep, 03 | 4 | 100.00% |
| 30 Jun, 03 | 2 | 100.00% |
| 31 Mar, 03 | 1 | -50.00% |
| 31 Dec, 02 | 2 | - |
| 30 Sep, 02 | - | - |
| 30 Jun, 02 | - | -100.00% |
| 31 Mar, 02 | 2 | - |
| 31 Dec, 01 | 2 | 100.00% |
| 30 Sep, 01 | 1 | - |
| 30 Jun, 01 | 1 | - |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | 1 | -50.00% |
| 30 Sep, 99 | 2 | - |
| 30 Jun, 99 | - | -100.00% |
| 31 Mar, 99 | 2 | - |
172 institutional shareholders have increased their position in MIDD stock as of 30 Jun 24 compared to 195 in the previous quarter (a -11.79% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 123 | 12.84% |
| 31 Mar, 24 | 109 | -11.38% |
| 31 Dec, 23 | 123 | - |
| 30 Sep, 23 | 123 | -7.52% |
| 30 Jun, 23 | 133 | 22.02% |
| 31 Mar, 23 | 109 | -12.10% |
| 31 Dec, 22 | 124 | -4.62% |
| 30 Sep, 22 | 130 | -7.80% |
| 30 Jun, 22 | 141 | 6.02% |
| 31 Mar, 22 | 133 | 24.30% |
| 31 Dec, 21 | 107 | -6.14% |
| 30 Sep, 21 | 114 | 2.70% |
| 30 Jun, 21 | 111 | -4.31% |
| 31 Mar, 21 | 116 | -7.94% |
| 31 Dec, 20 | 126 | 28.57% |
| 30 Sep, 20 | 98 | -14.04% |
| 30 Jun, 20 | 114 | - |
| 31 Mar, 20 | 114 | -5.79% |
| 31 Dec, 19 | 121 | -1.63% |
| 30 Sep, 19 | 123 | 4.24% |
| 30 Jun, 19 | 118 | -10.61% |
| 31 Mar, 19 | 132 | 16.81% |
| 31 Dec, 18 | 113 | -5.04% |
| 30 Sep, 18 | 119 | -18.49% |
| 30 Jun, 18 | 146 | 2.10% |
| 31 Mar, 18 | 143 | 3.62% |
| 31 Dec, 17 | 138 | 6.98% |
| 30 Sep, 17 | 129 | -3.01% |
| 30 Jun, 17 | 133 | -15.82% |
| 31 Mar, 17 | 158 | 23.44% |
| 31 Dec, 16 | 128 | -5.88% |
| 30 Sep, 16 | 136 | 3.03% |
| 30 Jun, 16 | 132 | - |
| 31 Mar, 16 | 132 | 7.32% |
| 31 Dec, 15 | 123 | 14.95% |
| 30 Sep, 15 | 107 | -10.08% |
| 30 Jun, 15 | 119 | -4.03% |
| 31 Mar, 15 | 124 | 0.81% |
| 31 Dec, 14 | 123 | 25.51% |
| 30 Sep, 14 | 98 | 553.33% |
| 30 Jun, 14 | 15 | -87.60% |
| 31 Mar, 14 | 121 | 15.24% |
| 31 Dec, 13 | 105 | -11.76% |
| 30 Sep, 13 | 119 | 176.74% |
| 30 Jun, 13 | 43 | 10.26% |
| 31 Mar, 13 | 39 | 25.81% |
| 31 Dec, 12 | 31 | 10.71% |
| 30 Sep, 12 | 28 | 16.67% |
| 30 Jun, 12 | 24 | 9.09% |
| 31 Mar, 12 | 22 | - |
| 31 Dec, 11 | 22 | 15.79% |
| 30 Sep, 11 | 19 | - |
| 30 Jun, 11 | 19 | -17.39% |
| 31 Mar, 11 | 23 | 9.52% |
| 31 Dec, 10 | 21 | -4.55% |
| 30 Sep, 10 | 22 | 29.41% |
| 30 Jun, 10 | 17 | 70.00% |
| 31 Mar, 10 | 10 | -23.08% |
| 31 Dec, 09 | 13 | -27.78% |
| 30 Sep, 09 | 18 | 20.00% |
| 30 Jun, 09 | 15 | 66.67% |
| 31 Mar, 09 | 9 | -25.00% |
| 31 Dec, 08 | 12 | -20.00% |
| 30 Sep, 08 | 15 | 36.36% |
| 30 Jun, 08 | 11 | -52.17% |
| 31 Mar, 08 | 23 | 35.29% |
| 31 Dec, 07 | 17 | 70.00% |
| 30 Sep, 07 | 10 | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 11 | 37.50% |
| 31 Dec, 06 | 8 | 166.67% |
| 30 Sep, 06 | 3 | - |
| 30 Jun, 06 | 3 | -62.50% |
| 31 Mar, 06 | 8 | - |
| 31 Dec, 05 | 8 | 700.00% |
| 30 Sep, 05 | 1 | -85.71% |
| 30 Jun, 05 | 7 | - |
| 31 Mar, 05 | 7 | 16.67% |
| 31 Dec, 04 | 6 | - |
| 30 Sep, 04 | 6 | 20.00% |
| 30 Jun, 04 | 5 | 25.00% |
| 31 Mar, 04 | 4 | 33.33% |
| 31 Dec, 03 | 3 | 50.00% |
| 30 Sep, 03 | 2 | 100.00% |
| 30 Jun, 03 | 1 | - |
| 31 Mar, 03 | 1 | - |
| 31 Dec, 02 | 1 | - |
| 30 Sep, 02 | - | -100.00% |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | - |
| 30 Sep, 01 | - | - |
| 30 Jun, 01 | - | - |
| 31 Mar, 00 | - | - |
| 31 Dec, 99 | - | - |
| 30 Sep, 99 | - | -100.00% |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | - | - |
123 institutional shareholders have reduced their position in MIDD stock as of 30 Jun 24 compared to 109 in the previous quarter (a 12.84% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 364 | -6.19% | 54,978,592 | 2.52% | 102.47% | 1.03% | 172 | -11.79% | 123 | 12.84% |
| 31 Mar, 24 | 388 | 8.68% | 53,625,288 | 1.65% | 99.95% | 1.03% | 195 | 19.63% | 109 | -11.38% |
| 31 Dec, 23 | 357 | 2.29% | 52,755,334 | 0.39% | 98.42% | 1.02% | 163 | 8.67% | 123 | - |
| 30 Sep, 23 | 349 | -3.06% | 52,549,894 | 1.10% | 98.06% | 1.04% | 150 | -1.32% | 123 | -7.52% |
| 30 Jun, 23 | 360 | 1.98% | 51,979,559 | -0.37% | 97.11% | 1.02% | 152 | -11.63% | 133 | 22.02% |
| 31 Mar, 23 | 353 | 5.37% | 52,170,227 | -2.80% | 97.34% | 0.98% | 172 | 22.86% | 109 | -12.10% |
| 31 Dec, 22 | 335 | 1.52% | 53,675,817 | -1.26% | 99.75% | 0.98% | 140 | 4.48% | 124 | -4.62% |
| 30 Sep, 22 | 330 | -1.20% | 54,361,945 | 0.73% | 100.92% | 1.01% | 134 | 7.20% | 130 | -7.80% |
| 30 Jun, 22 | 334 | -14.58% | 53,970,559 | -1.44% | 99.88% | 1.00% | 125 | -27.33% | 141 | 6.02% |
| 31 Mar, 22 | 391 | 1.03% | 54,756,625 | -0.06% | 100.16% | 1.02% | 172 | -4.97% | 133 | 24.30% |
| 31 Dec, 21 | 387 | 4.03% | 54,787,357 | -4.24% | 99.27% | 0.93% | 181 | 9.70% | 107 | -6.14% |
| 30 Sep, 21 | 372 | -3.13% | 57,213,819 | 1.60% | 103.59% | 1.00% | 165 | -6.78% | 114 | 2.70% |
| 30 Jun, 21 | 384 | 6.96% | 56,313,510 | 2.88% | 101.96% | 1.04% | 177 | 6.63% | 111 | -4.31% |
| 31 Mar, 21 | 359 | 6.21% | 54,737,333 | -7.85% | 99.14% | 0.85% | 166 | 9.21% | 116 | -7.94% |
| 31 Dec, 20 | 338 | 13.04% | 59,397,391 | -5.54% | 107.88% | 0.82% | 152 | 18.75% | 126 | 28.57% |
| 30 Sep, 20 | 299 | -5.97% | 62,879,797 | 4.64% | 114.36% | 0.96% | 128 | -10.49% | 98 | -14.04% |
| 30 Jun, 20 | 318 | -2.45% | 60,091,249 | 7.10% | 109.39% | 1.07% | 143 | -3.38% | 114 | - |
| 31 Mar, 20 | 326 | -17.26% | 56,105,348 | 4.63% | 101.28% | 1.09% | 148 | -23.32% | 114 | -5.79% |
| 31 Dec, 19 | 394 | 8.84% | 53,620,952 | -2.11% | 96.36% | 1.00% | 193 | 26.14% | 121 | -1.63% |
| 30 Sep, 19 | 362 | -7.89% | 54,778,148 | -1.21% | 98.41% | 0.99% | 153 | -18.62% | 123 | 4.24% |
| 30 Jun, 19 | 393 | 1.55% | 55,446,415 | -4.31% | 99.62% | 0.92% | 188 | 14.63% | 118 | -10.61% |
| 31 Mar, 19 | 387 | 9.01% | 57,941,653 | -1.13% | 104.21% | 0.94% | 164 | 11.56% | 132 | 16.81% |
| 31 Dec, 18 | 355 | -5.59% | 58,605,122 | -0.99% | 105.45% | 0.93% | 147 | -10.91% | 113 | -5.04% |
| 30 Sep, 18 | 376 | 5.62% | 59,192,345 | -1.98% | 106.51% | 0.90% | 165 | 34.15% | 119 | -18.49% |
| 30 Jun, 18 | 356 | -4.81% | 60,386,394 | 1.16% | 108.66% | 0.94% | 123 | -17.45% | 146 | 2.10% |
| 31 Mar, 18 | 374 | -2.35% | 59,693,756 | 3.10% | 107.42% | 1.03% | 149 | -6.88% | 143 | 3.62% |
| 31 Dec, 17 | 383 | 6.69% | 57,900,211 | 3.30% | 102.09% | 1.05% | 160 | 13.48% | 138 | 6.98% |
| 30 Sep, 17 | 359 | -12.65% | 56,050,335 | 1.38% | 98.66% | 1.06% | 141 | -26.56% | 129 | -3.01% |
| 30 Jun, 17 | 411 | -2.14% | 55,289,536 | 0.76% | 96.49% | 1.05% | 192 | 8.47% | 133 | -15.82% |
| 31 Mar, 17 | 420 | 4.22% | 54,871,401 | -1.68% | 96.09% | 1.00% | 177 | -9.69% | 158 | 23.44% |
| 31 Dec, 16 | 403 | 8.04% | 55,807,927 | 2.60% | 97.86% | 1.08% | 196 | 19.51% | 128 | -5.88% |
| 30 Sep, 16 | 373 | 1.08% | 54,394,287 | -1.32% | 95.39% | 1.02% | 164 | -2.96% | 136 | 3.03% |
| 30 Jun, 16 | 369 | 7.89% | 55,120,617 | -1.51% | 96.67% | 1.00% | 169 | 22.46% | 132 | - |
| 31 Mar, 16 | 342 | 1.18% | 55,965,024 | 1.50% | 98.10% | 1.05% | 138 | -9.21% | 132 | 7.32% |
| 31 Dec, 15 | 338 | -1.74% | 55,138,992 | 5.23% | 96.80% | 1.14% | 152 | -10.59% | 123 | 14.95% |
| 30 Sep, 15 | 344 | 6.17% | 52,396,076 | 3.01% | 91.98% | 1.15% | 170 | 14.09% | 107 | -10.08% |
| 30 Jun, 15 | 324 | -2.11% | 50,864,253 | 0.32% | 89.29% | 1.13% | 149 | -6.29% | 119 | -4.03% |
| 31 Mar, 15 | 331 | 5.41% | 50,699,634 | 1.19% | 89.08% | 1.14% | 159 | 15.22% | 124 | 0.81% |
| 31 Dec, 14 | 314 | 5.37% | 50,105,077 | -0.15% | 88.27% | 1.13% | 138 | -10.97% | 123 | 25.51% |
| 30 Sep, 14 | 298 | 2.41% | 50,179,636 | -1.10% | 88.24% | 1.11% | 155 | -40.15% | 98 | 553.33% |
| 30 Jun, 14 | 291 | -3.96% | 50,738,100 | 195.49% | 89.22% | 1.07% | 259 | 102.34% | 15 | -87.60% |
| 31 Mar, 14 | 303 | 5.57% | 17,171,020 | -0.13% | 91.24% | 1.08% | 128 | -6.57% | 121 | 15.24% |
| 31 Dec, 13 | 287 | 8.71% | 17,193,378 | -2.09% | 91.77% | 1.04% | 137 | 39.80% | 105 | -11.76% |
| 30 Sep, 13 | 264 | 5.18% | 17,559,776 | 2.08% | 93.77% | 1.09% | 98 | -46.15% | 119 | 176.74% |
| 30 Jun, 13 | 251 | 128.18% | 17,201,583 | 90.52% | 92.56% | 3.84% | 182 | 213.79% | 43 | 10.26% |
| 31 Mar, 13 | 110 | 5.77% | 9,028,772 | -7.60% | 49.08% | 1.77% | 58 | 5.45% | 39 | 25.81% |
| 31 Dec, 12 | 104 | 7.22% | 9,771,132 | 2.64% | 52.63% | 1.94% | 55 | 1.85% | 31 | 10.71% |
| 30 Sep, 12 | 97 | 7.78% | 9,519,622 | -6.58% | 52.03% | 1.67% | 54 | 1.89% | 28 | 16.67% |
| 30 Jun, 12 | 90 | 15.38% | 10,190,052 | 12.46% | 55.78% | 2.24% | 53 | 17.78% | 24 | 9.09% |
| 31 Mar, 12 | 78 | 6.85% | 9,061,162 | -11.55% | 49.93% | 1.54% | 45 | 4.65% | 22 | - |
| 31 Dec, 11 | 73 | 17.74% | 10,243,867 | 9.61% | 56.92% | 2.12% | 43 | 34.38% | 22 | 15.79% |
| 30 Sep, 11 | 62 | -12.68% | 9,346,089 | -20.70% | 51.81% | 1.22% | 32 | -27.27% | 19 | - |
| 30 Jun, 11 | 71 | 9.23% | 11,785,873 | 12.79% | 65.29% | 1.92% | 44 | 22.22% | 19 | -17.39% |
| 31 Mar, 11 | 65 | 4.84% | 10,449,332 | 17.50% | 58.37% | 2.34% | 36 | 5.88% | 23 | 9.52% |
| 31 Dec, 10 | 62 | 12.73% | 8,892,877 | -6.87% | 49.96% | 1.74% | 34 | 30.77% | 21 | -4.55% |
| 30 Sep, 10 | 55 | 3.77% | 9,548,524 | 8.10% | 53.60% | 2.19% | 26 | -13.33% | 22 | 29.41% |
| 30 Jun, 10 | 53 | 12.77% | 8,832,971 | 14.37% | 49.45% | 2.61% | 30 | 3.45% | 17 | 70.00% |
| 31 Mar, 10 | 47 | -6.00% | 7,723,441 | 5.50% | 43.50% | 2.85% | 29 | -14.71% | 10 | -23.08% |
| 31 Dec, 09 | 50 | - | 7,320,471 | 22.07% | 39.08% | 3.37% | 34 | 41.67% | 13 | -27.78% |
| 30 Sep, 09 | 50 | - | 5,996,895 | 6.95% | 34.07% | 3.35% | 24 | -20.00% | 18 | 20.00% |
| 30 Jun, 09 | 50 | 21.95% | 5,607,055 | -6.23% | 31.89% | 2.76% | 30 | 11.11% | 15 | 66.67% |
| 31 Mar, 09 | 41 | -2.38% | 5,979,383 | -8.40% | 34.00% | 2.04% | 27 | - | 9 | -25.00% |
| 31 Dec, 08 | 42 | -10.64% | 6,527,765 | 17.30% | 40.85% | 3.34% | 27 | 3.85% | 12 | -20.00% |
| 30 Sep, 08 | 47 | -4.08% | 5,564,791 | -14.07% | 34.97% | 2.13% | 26 | -21.21% | 15 | 36.36% |
| 30 Jun, 08 | 49 | -23.44% | 6,475,701 | -4.72% | 40.50% | 2.26% | 33 | -5.71% | 11 | -52.17% |
| 31 Mar, 08 | 64 | 8.47% | 6,796,536 | 43.36% | 42.33% | 4.64% | 35 | - | 23 | 35.29% |
| 31 Dec, 07 | 59 | 22.92% | 4,740,860 | 30.40% | 30.21% | 5.66% | 35 | 20.69% | 17 | 70.00% |
| 30 Sep, 07 | 48 | 6.67% | 3,635,660 | -1.96% | 23.09% | 4.11% | 29 | -35.56% | 10 | - |
| 30 Jun, 07 | 45 | 12.50% | 3,708,183 | 112.08% | 23.71% | 4.66% | 45 | 114.29% | - | -100.00% |
| 31 Mar, 07 | 40 | -2.44% | 1,748,443 | 30.97% | 22.55% | 8.64% | 21 | -12.50% | 11 | 37.50% |
| 31 Dec, 06 | 41 | 41.38% | 1,335,035 | 17.76% | 16.15% | 7.34% | 24 | 20.00% | 8 | 166.67% |
| 30 Sep, 06 | 29 | 11.54% | 1,133,675 | -1.69% | 14.83% | 6.48% | 20 | 5.26% | 3 | - |
| 30 Jun, 06 | 26 | -10.34% | 1,153,220 | -10.26% | 15.13% | 5.32% | 19 | -9.52% | 3 | -62.50% |
| 31 Mar, 06 | 29 | 20.83% | 1,285,010 | 9.61% | 16.87% | 6.93% | 21 | 40.00% | 8 | - |
| 31 Dec, 05 | 24 | 26.32% | 1,172,305 | 1.63% | 15.60% | 6.62% | 15 | - | 8 | 700.00% |
| 30 Sep, 05 | 19 | -9.52% | 1,153,534 | 7.69% | 15.35% | 7.54% | 15 | 50.00% | 1 | -85.71% |
| 30 Jun, 05 | 21 | - | 1,071,161 | 11.60% | 14.27% | 8.65% | 10 | -9.09% | 7 | - |
| 31 Mar, 05 | 21 | 10.53% | 959,819 | 77.20% | 12.84% | 36.25% | 11 | 22.22% | 7 | 16.67% |
| 31 Dec, 04 | 19 | 11.76% | 541,651 | -36.02% | 5.95% | 7.09% | 9 | - | 6 | - |
| 30 Sep, 04 | 17 | -19.05% | 846,658 | 11.63% | 9.16% | 13.59% | 9 | -43.75% | 6 | 20.00% |
| 30 Jun, 04 | 21 | 16.67% | 758,448 | 24.61% | 8.21% | 18.84% | 16 | 33.33% | 5 | 25.00% |
| 31 Mar, 04 | 18 | 38.46% | 608,669 | 54.29% | 6.60% | 34.86% | 12 | 20.00% | 4 | 33.33% |
| 31 Dec, 03 | 13 | 116.67% | 394,495 | -27.88% | 4.35% | 11.87% | 10 | 150.00% | 3 | 50.00% |
| 30 Sep, 03 | 6 | 50.00% | 547,033 | -24.46% | 6.05% | 339.07% | 4 | 100.00% | 2 | 100.00% |
| 30 Jun, 03 | 4 | 33.33% | 724,210 | 14.83% | 1.34% | 98.57% | 2 | 100.00% | 1 | - |
| 31 Mar, 03 | 3 | - | 630,700 | 472.84% | 1.16% | 2811.40% | 1 | -50.00% | 1 | - |
| 31 Dec, 02 | 3 | 200.00% | 110,100 | 22.20% | 0.20% | 729.64% | 2 | - | 1 | - |
| 30 Sep, 02 | 1 | - | 90,100 | - | 0.17% | 596.59% | - | - | - | -100.00% |
| 30 Jun, 02 | 1 | -50.00% | 90,100 | -10.53% | 0.17% | 478.09% | - | -100.00% | 1 | - |
| 31 Mar, 02 | 2 | - | 100,700 | -59.13% | 0.19% | 89.46% | 2 | - | - | - |
| 31 Dec, 01 | 2 | 100.00% | 246,400 | 66.71% | 0.46% | 607.77% | 2 | 100.00% | - | - |
| 30 Sep, 01 | 1 | - | 147,800 | 57.57% | 0.27% | 905.05% | 1 | - | - | - |
| 30 Jun, 01 | 1 | - | 93,800 | - | 0.17% | - | 1 | - | - | - |
| 31 Mar, 00 | 1 | - | 24,960 | 38.98% | 0.04% | 4700.34% | 1 | - | - | - |
| 31 Dec, 99 | 1 | -66.67% | 17,960 | -97.62% | 0.03% | 2.53% | 1 | -50.00% | - | - |
| 30 Sep, 99 | 3 | 50.00% | 754,426 | 801.71% | 1.08% | 5544.48% | 2 | - | - | -100.00% |
| 30 Jun, 99 | 2 | - | 83,666 | -33.55% | 0.14% | 326.72% | - | -100.00% | 1 | - |
| 31 Mar, 99 | 2 | - | 125,916 | - | 0.21% | - | 2 | - | - | - |
Middleby Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Middleby's stock was made by Palisi Chapin Sarah on Aug 16 2024, selling 200 shares at $137.13 per share (valued at $27.43K).
Middleby Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 6 | 3 | 200.00% |
| Q1 2024 | 14 | 14 | 100.00% |
| Q4 2023 | - | 1 | - |
| Q3 2023 | 7 | 5 | 140.00% |
| Q2 2023 | - | 4 | - |
| Q1 2023 | 11 | 11 | 100.00% |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | 3 | - |
| Q2 2022 | 8 | - | - |
| Q1 2022 | 12 | 16 | 75.00% |
| Q4 2021 | - | 1 | - |
| Q3 2021 | 6 | 9 | 66.67% |
| Q2 2021 | 1 | 1 | 100.00% |
| Q1 2021 | 8 | 7 | 114.29% |
| Q4 2020 | 3 | 4 | 75.00% |
| Q3 2020 | - | 1 | - |
| Q2 2020 | 8 | - | - |
| Q1 2020 | 35 | 16 | 218.75% |
| Q4 2019 | 1 | 2 | 50.00% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Middleby's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 3 | - |
| Q1 2024 | - | 2 | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | 1 | 5 | 20.00% |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | 3 | - | - |
| Q1 2022 | 1 | 1 | 100.00% |
| Q4 2021 | - | 1 | - |
| Q3 2021 | 1 | 8 | 12.50% |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | 4 | - | - |
| Q1 2020 | 17 | - | - |
| Q4 2019 | 1 | 2 | 50.00% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Middleby's stocks.
Middleby Peer Ownership
MIDD Ownership FAQ
Who Owns Middleby?
Middleby is owned by institutional shareholders (102.47%), insiders (1.26%), and public (-3.73%). The largest institutional shareholder of Middleby is SELECT EQUITY GROUP, L.P. (11.85% of total shares) and the top mutual fund owner is AMERICAN GROWTH FUND INC (5.17% of total shares).
Who are the major institutional shareholders of Middleby?
Middleby's major institutional shareholders are SELECT EQUITY GROUP, L.P., VANGUARD GROUP INC, BLACKROCK INC., WELLINGTON MANAGEMENT GROUP LLP, and VICTORY CAPITAL MANAGEMENT INC. The top five shareholders own together 43.21% of the company's share outstanding.
How many Middleby shareholders are there?
As of Jun 2024, there are 364 institutional shareholders of Middleby.
What percentage of Middleby is owned by SELECT EQUITY GROUP, L.P?
SELECT EQUITY GROUP, L.P owns 6.36M shares of Middleby, representing 11.85% of the company's total shares outstanding, valued at $779.83M (as of Jun 2024).
What percentage of Middleby is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 5.15M shares of Middleby (MIDD), compromising 9.60% of the company, valued at $631.42M.
What percentage of Middleby is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Middleby. The company owns 4.5M of the company's shares outstanding (worth $551.93M).