Middleby Ownership | Who Owns Middleby?

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Middleby Ownership Summary

Middleby is owned by 102.45% institutional investors, 1.26% insiders. Select equity group is the largest institutional shareholder, holding 11.85% 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	102.45%	1.26%	-3.72%
Sector	Industrials Stocks	64.11%	10.54%	25.36%
Industry	Industrial Machinery Stocks	76.55%	7.59%	15.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Select equity group	6.36M	11.85%	$779.83M
Vanguard group	5.15M	9.60%	$631.42M
Blackrock	4.50M	8.39%	$551.93M
Wellington management group llp	4.31M	8.03%	$528.41M
Victory capital management	2.86M	5.33%	$350.67M
Jpmorgan chase	2.79M	5.19%	$341.65M
Turtle creek asset management	1.76M	3.28%	$216.03M
State street	1.55M	2.90%	$190.55M
Price t rowe associates inc /md/	1.45M	2.70%	$177.43M
Assenagon asset management	1.27M	2.36%	$171.52M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Oldfield partners llp	325.09K	12.77%	$44.03M
Turtle creek asset management	1.76M	5.56%	$216.03M
Select equity group	6.36M	3.07%	$779.83M
Stone run capital	43.70K	2.14%	$5.36M
Aviso financial	300.91K	2.06%	$36.88M
Advantage alpha capital partners lp	70.41K	1.88%	$8.63M
Rivulet capital	220.00K	1.87%	$26.97M
Hunter perkins capital management	63.08K	1.79%	$8.54M
Olstein capital management	71.00K	1.69%	$9.62M
Lummis asset management, lp	8.78K	1.51%	$1.19M

Top Buyers

Holder	Shares	% Assets	Change
Assenagon asset management	1.27M	0.28%	1.24M
Select equity group	6.36M	3.07%	846.88K
Aviso financial	300.91K	2.06%	300.91K
Dimensional fund advisors lp	903.35K	0.03%	274.51K
Wellington management group llp	4.31M	0.09%	235.66K

Top Sellers

Holder	Shares	% Assets	Change
Edgepoint investment group	-	-	-1.95M
Nordea investment management ab	-	-	-893.26K
Principal financial group	123.36K	0.01%	-586.55K
Fiera capital	3.85K	0.00%	-340.29K
Stonepine asset management	24.94K	0.03%	-338.28K

New Positions

Holder	Shares	% Assets	Change	Value
Aviso financial	300.91K	2.06%	300.91K	$36.88M
Rivulet capital	220.00K	1.87%	220.00K	$26.97M
Bank of montreal /can/	150.00K	0.01%	150.00K	$20.01M
Norges bank	111.98K	0.00%	111.98K	$13.73M
Corebridge financial	68.01K	0.05%	68.01K	$8.34M

Sold Out

Holder	Change
Tfo-tdc	-2.00
Harbour investments	-2.00
Financial gravity asset management	-3.00
Capital performance advisors llp	-4.00
Advisornet financial	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Sep 30, 2023	350	-3.05%	52,550,051	1.10%	98	1.04%	150	-1.32%	123	-7.52%

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	1.75M	3.26%	285.00
Vanguard Total Stock Mkt Idx Inv	1.69M	3.14%	1.54K
Vanguard Small Cap Index	1.37M	2.55%	13.27K
EdgePoint Global Portfolio Series F	1.15M	2.14%	-
Pacer US Cash Cows 100 ETF	1.07M	1.99%	-
JPM US Mid Cap Value-Composite	1.07M	1.99%	-11.73K
Vanguard Explorer Inv	974.72K	1.81%	42.19K
Vanguard Small Cap Value Index Inv	909.41K	1.69%	-7.76K
Vanguard Institutional Extnd Mkt Idx Tr	813.51K	1.51%	9.92K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Jun 06, 2024	MILLER JOHN R III	-	Sell	$252.64K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	-	1
2024 Q2	-	3
2024 Q1	-	2
2023 Q4	-	1

MIDD Ownership FAQ

Who Owns Middleby?

Middleby shareholders are primarily institutional investors at 102.45%, followed by 1.26% insiders and -3.71% retail investors. The average institutional ownership in Middleby's industry, Industrial Machinery Stocks, is 76.55%, which Middleby exceeds.

Who owns the most shares of Middleby?

Middleby’s largest shareholders are Select equity group (6.36M shares, 11.85%), Vanguard group (5.15M shares, 9.60%), and Blackrock (4.5M shares, 8.39%). Together, they hold 29.84% of Middleby’s total shares outstanding.

Does Blackrock own Middleby?

Yes, BlackRock owns 8.39% of Middleby, totaling 4.5M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 551.93M$. In the last quarter, BlackRock decreased its holdings by -3.766K shares, a -0.08% change.

Who is Middleby’s biggest shareholder by percentage of total assets invested?

Oldfield partners llp is Middleby’s biggest shareholder by percentage of total assets invested, with 12.77% of its assets in 325.09K Middleby shares, valued at 44.03M$.

Who is the top mutual fund holder of Middleby shares?

Victory Sycamore Established Value R is the top mutual fund holder of Middleby shares, with 3.77% of its total shares outstanding invested in 2.03M Middleby shares.

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