Middleby Corp: which funds bought and sold

Institutions that bought and sold Middleby shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 196 institutions that filed 13F reports for both quarters added to or opened positions in Middleby, and 223 cut or closed them. Together they sold a net 801K shares, −1.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.1M shares (−6.5%); index fund managers were net sellers of 687K shares (−5.8%). 81 opened a new position and 50 sold out entirely.

Bought, Q2 2026 196 institutions, 81 of them new holders Sold, Q2 2026 223 institutions, 50 of them sold out

Net change, all compared −801K shares (−1.7%)

Net change, active managers −1.1M shares (−6.5%), 30 bought, 31 sold

Buyers versus sellers

institutions compared, 492

196 bought 73 223 sold

Active managers and hedge funds 30 bought · 31 sold · −1.1M

Index fund managers 1 bought · 10 sold · −687K

Other institutions 165 bought · 182 sold · +1.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+1.3M +4205.8%	1.3M	$232M
Invesco Ltd.	+497K +35.9%	1.9M	$323M
Goldman Sachs Group Inc	+446K +499.0%	536K	$92.2M
Quantinno Capital Management LP	+275K +95.2%	563K	$96.8M
Geode Capital Management, LLC Index funds	+223K +24.1%	1.1M	$198M
Dimensional Fund Advisors LP	+217K +19.6%	1.3M	$228M
Renaissance Technologies LLC Hedge fund	+215K +104.9%	421K	$72.4M
Millennium Management LLC Hedge fund	+195K New position	195K	$33.6M
Fort Washington Investment Advisors Inc	+163K New position	163K	$28M
Citadel Advisors LLC Hedge fund	+160K +293.2%	215K	$37M
Vestor Capital, LLC	+143K +14327.7%	144K	$18.5M
Medina Value Partners, LLC	+140K New position	140K	$24.1M
LSV Asset Management Active manager	+125K +1011.7%	138K	$23.7M
Soros Fund Management LLC Hedge fund	+124K New position	124K	$21.3M
Gotham Asset Management, LLC Hedge fund	+95K +662.0%	110K	$18.9M
Capital Fund Management S.A. Hedge fund	+91K New position	91K	$15.7M
Cooke & Bieler LP Active manager	+83K +15.0%	632K	$109M
Jpmorgan Chase & Co	+77K +3.3%	2.4M	$423M
Ariel Investments, LLC Active manager	+69K +4.4%	1.6M	$283M
Marshall Wace, LLP Hedge fund	+68K +41.2%	233K	$40.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+1.3M +4205.8%	1.3M	$232M
Renaissance Technologies LLC Hedge fund	+215K +104.9%	421K	$72.4M
Millennium Management LLC Hedge fund	+195K New position	195K	$33.6M
Citadel Advisors LLC Hedge fund	+160K +293.2%	215K	$37M
LSV Asset Management Active manager	+125K +1011.7%	138K	$23.7M
Soros Fund Management LLC Hedge fund	+124K New position	124K	$21.3M
Gotham Asset Management, LLC Hedge fund	+95K +662.0%	110K	$18.9M
Capital Fund Management S.A. Hedge fund	+91K New position	91K	$15.7M
Cooke & Bieler LP Active manager	+83K +15.0%	632K	$109M
Ariel Investments, LLC Active manager	+69K +4.4%	1.6M	$283M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Select Equity Group, L.P. Active manager	−932K −62.1%	569K	$97.8M
T. Rowe Price Investment Management, Inc. Active manager	−644K −87.6%	91K	$15.7M
Price T Rowe Associates Inc Active manager	−600K −9.4%	5.8M	$1B
Wellington Management Group LLP Active manager	−444K −37.0%	756K	$130M
D. E. Shaw & Co., Inc. Hedge fund	−362K −46.4%	419K	$72M
Franklin Resources Inc Active manager	−359K −88.2%	48K	$8.2M
Blackrock, Inc. Index funds	−322K −7.6%	3.9M	$676M
AQR Capital Management LLC Hedge fund	−219K −74.4%	75K	$12.9M
Jane Street Group, LLC	−214K −98.6%	2,989	$514,138
Turtle Creek Asset Management Inc.	−213K −22.6%	731K	$101M
Vanguard Portfolio Management LLC Index funds	−204K −10.3%	1.8M	$305M
Vanguard Capital Management LLC Index funds	−192K −9.4%	1.9M	$320M
Neuberger Berman Group LLC Active manager	−105K −33.1%	213K	$36.6M
UBS Group AG	−99K −23.9%	315K	$54.1M
State Street Corp Index funds	−92K −6.4%	1.3M	$229M
Voloridge Investment Management, LLC Hedge fund	−88K Sold out	0	—
Russell Investments Group, Ltd.	−79K −34.1%	153K	$26.3M
Trexquant Investment LP Hedge fund	−76K −74.7%	26K	$4.4M
Morgan Stanley	−72K −12.9%	486K	$83.6M
Squarepoint Ops LLC Hedge fund	−65K −80.9%	15K	$2.6M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Select Equity Group, L.P. Active manager	−932K −62.1%	569K	$97.8M
T. Rowe Price Investment Management, Inc. Active manager	−644K −87.6%	91K	$15.7M
Price T Rowe Associates Inc Active manager	−600K −9.4%	5.8M	$1B
Wellington Management Group LLP Active manager	−444K −37.0%	756K	$130M
D. E. Shaw & Co., Inc. Hedge fund	−362K −46.4%	419K	$72M
Franklin Resources Inc Active manager	−359K −88.2%	48K	$8.2M
AQR Capital Management LLC Hedge fund	−219K −74.4%	75K	$12.9M
Neuberger Berman Group LLC Active manager	−105K −33.1%	213K	$36.6M
Voloridge Investment Management, LLC Hedge fund	−88K Sold out	0	—
Trexquant Investment LP Hedge fund	−76K −74.7%	26K	$4.4M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Millennium Management LLCHedge fund	195K	$33.6M
Fort Washington Investment Advisors Inc	163K	$28M
Medina Value Partners, LLC	140K	$24.1M
Soros Fund Management LLCHedge fund	124K	$21.3M
Capital Fund Management S.A.Hedge fund	91K	$15.7M
Mountaineer Partners Management, LLC	68K	$11.6M
Edgestream Partners, L.P.Hedge fund	63K	$10.9M
HRT Financial LP	61K	$10.5M
Freestone Grove Partners LPHedge fund	38K	$6.5M
Bridgewater Associates, LPHedge fund	24K	$4.2M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Voloridge Investment Management, LLCHedge fund	88K	$11.6M
Exoduspoint Capital Management, LPHedge fund	54K	$7.1M
Ayal Capital Advisors Ltd	50K	$6.6M
Olstein Capital Management, L.P.	38K	$5M
Lorne Steinberg Wealth Management Inc.	24K	$3.1M
Trillium Asset Management, LLC	19K	$2.8M
TD Asset Management Inc	18K	$2.3M
Havemeyer Place LP	15K	$2M
Fourpath Capital Management, LLC	12K	$1.6M
Magnetar Financial LLCHedge fund	11K	$1.5M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 449
Ten largest holders: 53.6%
Index fund managers: 23.5%
Active managers and hedge funds: 34.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	30	31	12	8	−1.1M	−6.5%
Index fund managers	1	10	0	0	−687K	−5.8%
Other institutions	165	182	69	42	+1.0M	+5.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Middleby.

Only managers that filed a holdings report for both quarters are compared (492 here). 13 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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