Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MIDD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.3M | $563.8M | +2.4% | 9.405% | 0.01% |
| 2 | Garden Investment Management, L.P. | 3.4M | $448.1M | 0.0% | 7.475% | 76.52% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | $272.1M | — | 4.540% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.0M | $261.8M | — | 4.367% | 0.01% |
| 5 | ARIEL INVESTMENTS, LLC | 1.6M | $208.8M | +1.0% | 3.482% | 2.34% |
| 6 | Select Equity Group, L.P. | 1.5M | $198.9M | — | 3.319% | 1.09% |
| 7 | STATE STREET CORP | 1.4M | $188.9M | +0.6% | 3.151% | 0.01% |
| 8 | Invesco Ltd. | 1.4M | $183.4M | -3.4% | 3.060% | 0.03% |
| 9 | EARNEST PARTNERS LLC | 1.3M | $171.3M | -1.3% | 2.858% | 0.71% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 1.2M | $159.1M | -8.2% | 2.654% | 0.03% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $147.1M | -25.3% | 2.455% | 0.03% |
| 12 | Turtle Creek Asset Management Inc. | 944K | $125.1M | -15.5% | 2.087% | 3.19% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 925K | $122.7M | +2.8% | 2.046% | 0.01% |
| 14 | BANK OF AMERICA CORP /DE/ | 853K | $113.0M | -1.1% | 1.886% | 0.01% |
| 15 | SEI INVESTMENTS CO | 803K | $106.5M | +6.5% | 1.777% | 0.10% |
| 16 | D. E. Shaw & Co., Inc. | 781K | $103.6M | -21.2% | 1.728% | 0.10% |
| 17 | AMERIPRISE FINANCIAL INC | 628K | $83.3M | +8.0% | 1.389% | 0.02% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 564K | $74.7M | +14.7% | 1.246% | 0.04% |
| 19 | MORGAN STANLEY | 558K | $74.0M | -7.1% | 1.234% | 0.00% |
| 20 | COOKE & BIELER LP | 549K | $72.8M | +69.8% | 1.215% | 0.82% |
| 21 | BANK OF MONTREAL /CAN/ | 457K | $60.5M | -0.1% | 1.010% | 0.02% |
| 22 | Bank of New York Mellon Corp | 431K | $57.1M | +1.5% | 0.953% | 0.01% |
| 23 | NORTHERN TRUST CORP | 417K | $55.3M | +2.8% | 0.923% | 0.01% |
| 24 | UBS Group AG | 413K | $54.8M | +88.9% | 0.914% | 0.01% |
| 25 | FRANKLIN RESOURCES INC | 407K | $54.0M | -25.9% | 0.900% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MIDD — a direct measure of their conviction.
Filings activity in MIDD during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 406 | +0.0% | 69.52% | 15.85 pp | $4.98B | 19% |
| Q4 2025 | 406 | 1.0% | 85.37% | 3.05 pp | $6.12B | 3.5% |
| Q3 2025 | 410 | 1.9% | 88.42% | 21.58 pp | $6.34B | 20% |
| Q2 2025 | 418 | +4.0% | 110.00% | 1.44 pp | $7.88B | 1.3% |
| Q1 2025 | 402 | +5.2% | 111.44% | 3.10 pp | $7.99B | 2.7% |
| Q4 2024 | 382 | +1.1% | 114.54% | +11.42 pp | $8.21B | +11% |
| Q3 2024 | 378 | +7.7% | 103.12% | +10.95 pp | $7.39B | +12% |
| Q2 2024 | 351 | — | 92.17% | — | $6.61B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MIDD stock.
Based on Q1 2026 13F filings, institutional ownership of The Middleby Corporation stands at 69.5%, held across 406 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MIDD, with approximately 4,252,207 shares worth $0.56B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of MIDD.
Our composite Smart Money Score for MIDD is 27 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
69 institutions opened new positions in MIDD during Q1 2026, while 69 fully exited. 88 added to existing positions and 247 trimmed.
MIDD institutional ownership fell by 15.85 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 53.3% of all reported 13F value in MIDD, and the top 25 account for 79.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Middleby Corporation (MIDD) Institutional Ownership