MIDDNasdaqRefrigeration & Service Industry MachineryFiscal year ends January 2
MIDDLEBY Corp
Financials through Q2 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Aug 13, 2026
$107.76−0.02 (-0.02%)
Close on Oct 19, 2026
- Market cap
- $4.89B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
47M of 45M shares
Institutional holders
451
88 new, 50 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
8 buys · 0 sales
Net bought $15.10M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | 6,420,118 | 13.60% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 4,457,976 | 8.30% | 13G (passive) amendment | Dec 31, 2023 |
| Garden Investment Management, L.P. | 3,379,737 | 6.71% | 13D (active) amendment | Jan 6, 2026 |
| Wellington Management Company LLP | 3,198,796 | 5.40% | 13G (passive) amendment | Mar 31, 2025 |
| Edward P. Garden | 3,139,834 | 5.87% | 13D (active) | May 9, 2025 |
| Select Equity Group, L.P. | 3,028,289 | 6.00% | 13G (passive) amendment | Dec 31, 2025 |
| JPMorgan Chase & Co | 2,367,289 | 5.00% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MIDD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc /Md/ | 5,814,110 | 12.86% | $1.00M | −600,291 | 0.10% |
| BlackRock, Inc. | 3,930,209 | 8.69% | $676.04M | −321,998 | 0.01% |
| Garden Investment Management, L.P. | 3,379,737 | 7.47% | $581.35M | – | 72.86% |
| JPMorgan Chase & Co | 2,444,717 | 5.41% | $423.36M | +77,402 | 0.02% |
| Invesco Ltd. | 1,880,180 | 4.16% | $323.41M | +496,652 | 0.03% |
| Vanguard Capital Management LLC | 1,860,358 | 4.11% | $320.00M | −192,271 | 0.01% |
| Vanguard Portfolio Management LLC | 1,770,556 | 3.92% | $304.55M | −204,164 | 0.01% |
| Ariel Investments, LLC | 1,644,006 | 3.64% | $282.79M | +69,476 | 2.82% |
| FMR LLC | 1,348,090 | 2.98% | $231.88M | +1,316,781 | 0.01% |
| State Street Corp | 1,333,186 | 2.95% | $229.32M | −91,500 | 0.01% |
| Dimensional Fund Advisors LP | 1,326,986 | 2.93% | $228.26M | +217,127 | 0.04% |
| Earnest Partners LLC | 1,272,385 | 2.81% | $218.86M | −19,847 | 0.79% |
| Geode Capital Management, LLC | 1,148,400 | 2.54% | $197.57M | +223,260 | 0.01% |
| Bank Of America Corp /De/ | 806,947 | 1.78% | $138.80M | −45,719 | 0.01% |
| Sei Investments Co | 764,765 | 1.69% | $131.55M | −38,618 | 0.12% |
| Wellington Management Group Llp | 755,818 | 1.67% | $130.01M | −444,189 | 0.02% |
| Turtle Creek Asset Management Inc. | 730,564 | 1.62% | $101.09M | −212,950 | 3.95% |
| Cooke & Bieler LP | 631,996 | 1.40% | $108.71M | +82,562 | 1.26% |
| Ameriprise Financial Inc | 601,107 | 1.33% | $103.40M | −27,060 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 596,654 | 1.32% | $102.63M | +33,100 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 451 | 47M | 100.0% | 88 / 115 | 175 / 50 | 6M | 7M |
| Q1 2026 | 418 | 48M | 100.0% | 68 / 148 | 128 / 57 | 8M | 7M |
| Q4 2025 | 413 | 52M | 100.0% | 65 / 120 | 172 / 70 | 7M | 10M |
| Q3 2025 | 425 | 54M | 100.0% | 68 / 109 | 180 / 65 | 7M | 8M |
| Q2 2025 | 426 | 56M | 100.0% | 70 / 137 | 151 / 50 | 4M | 5M |
| Q1 2025 | 411 | 57M | 100.0% | 71 / 139 | 129 / 48 | 8M | 9M |
| Q4 2024 | 393 | 59M | 100.0% | 59 / 120 | 143 / 47 | 8M | 6M |
| Q3 2024 | 388 | 58M | 100.0% | 73 / 133 | 118 / 40 | 11M | 7M |
| Q2 2024 | 358 | 58M | 100.0% | 53 / 124 | 123 / 62 | 6M | 7M |
| Q1 2024 | 371 | 59M | 100.0% | 52 / 140 | 107 / 26 | 4M | 2M |
| Q4 2023 | 347 | 57M | 100.0% | 53 / 112 | 120 / 45 | 8M | 4M |
| Q3 2023 | 342 | 53M | 100.0% | 40 / 111 | 123 / 50 | 5M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MIDD | Value | % of fund | As of |
|---|---|---|---|---|---|
| T. Rowe Price Mid-Cap Value Fund, Inc. | 1,525,941 | 3.37% | $262.48M | 1.60% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 1,423,669 | 3.15% | $244.89M | 0.20% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,292,616 | 2.86% | $222.34M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 933,585 | 2.06% | $160.59M | 0.09% | Jun 30, 2026 |
| JPMorgan Mid Cap Value Fund | 888,941 | 1.97% | $152.91M | 1.37% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 770,562 | 1.70% | $102.93M | 0.93% | Jul 31, 2026 |
| Invesco Value Opportunities Fund | 598,200 | 1.32% | $79.91M | 0.88% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 591,179 | 1.31% | $101.69M | 0.15% | Jun 30, 2026 |
| Ariel Fund | 568,165 | 1.26% | $97.73M | 3.37% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 476,930 | 1.05% | $82.04M | 0.08% | Jun 30, 2026 |
| Vanguard Selected Value Fund | 454,840 | 1.01% | $60.76M | 0.87% | Jul 31, 2026 |
| Fidelity Low-Priced Stock Fund | 378,600 | 0.84% | $50.57M | 0.20% | Jul 31, 2026 |
| JPMorgan Value Advantage Fund | 370,275 | 0.82% | $63.69M | 0.74% | Jun 30, 2026 |
| JPMorgan Mid Cap Equity Fund | 342,152 | 0.76% | $58.85M | 0.94% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 319,287 | 0.71% | $42.65M | 0.78% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy John Fitzgerald | Chief Executive Officer, Director | 452,283 | 1.00% | Aug 28, 2026 |
| Steve Spittle | Chief Commercial Officer | 56,414 | 0.12% | Aug 28, 2026 |
| III James K. Pool | Chief Technology and* | 58,229 | 0.13% | Aug 28, 2026 |
| Brittany C. Cerwin | Chief Accounting Officer | 21,980 | 0.05% | Aug 28, 2026 |
| Matthew R. Fuchsen | Chief Development Officer | 42,288 | 0.09% | Mar 16, 2026 |
| Bryan E. Mittelman | Chief Financial Officer | 45,775 | 0.10% | Mar 16, 2026 |
| Julie Bowerman | Director | 2,618 | 0.01% | Aug 28, 2026 |
| Christopher M. Hix | Director | 1,510 | 0.00% | Aug 28, 2026 |
| Chapin Sarah Palisi | Director | 9,287 | 0.02% | Aug 28, 2026 |
| Glenn A. Eisenberg | Director | 1,510 | 0.00% | Aug 28, 2026 |
| Gordon Obrien | Director | 43,764 | 0.10% | Aug 28, 2026 |
| Tejas P. Shah | Director | 3,758 | 0.01% | Aug 28, 2026 |
| Stephen R. Scherger | Director | 5,758 | 0.01% | Aug 28, 2026 |
| Edward P. Garden | Director | 3,382,006 | 7.48% | Mar 10, 2026 |
| Cathy L. McCarthy | Director | 10,880 | 0.02% | Mar 6, 2026 |
| Robert A. Nerbonne | Director | 26,162 | 0.06% | Mar 6, 2026 |
| Nassem Ziyad | Director | 14,139 | 0.03% | Mar 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Chapin Sarah Palisi Director | Aug 26, 2026 | Award | +558 | – | – | 9,287 |
| Stephen R. Scherger Director | Jul 20, 2026 | Conversion | +349 | – | – | 5,758 |
| Tejas P. Shah Director | Jul 20, 2026 | Conversion | +349 | – | – | 3,758 |
| Gordon Obrien Director | Jul 20, 2026 | Conversion | +349 | – | – | 17,864 |
| Glenn A. Eisenberg Director | Jul 20, 2026 | Conversion | +349 | – | – | 1,510 |
| Brittany C. Cerwin Chief Accounting Officer | Jul 20, 2026 | Conversion | +877 | – | – | 21,980 |
| Steve Spittle Chief Commercial Officer | Jul 20, 2026 | Conversion | +1,823 | – | – | 56,414 |
| Julie Bowerman Director | Jul 20, 2026 | Conversion | +349 | – | – | 2,618 |
| Timothy John Fitzgerald Chief Executive Officer, Director | Jul 20, 2026 | Award | +4,455 | – | – | 350,833 |
| Christopher M. Hix Director | Jul 20, 2026 | Conversion | +349 | – | – | 1,510 |
| Chapin Sarah Palisi Director | Jul 20, 2026 | Conversion | +349 | – | – | 8,729 |
| III James K. Pool Chief Technology and* | Jul 20, 2026 | Conversion | +1,823 | – | – | 58,229 |
| Matthew R. Fuchsen Chief Development Officer | Mar 13, 2026 | Award | +2,345 | – | – | 42,288 |
| Matthew R. Fuchsen Chief Development Officer | Mar 13, 2026 | Tax withholding | −688 | $143.08 | $98.44K | 41,600 |
| III James K. Pool Chief Technology and* | Mar 13, 2026 | Tax withholding | −1,626 | $143.08 | $232.65K | 56,406 |
| III James K. Pool Chief Technology and* | Mar 13, 2026 | Award | +4,130 | – | – | 58,032 |
| Steve Spittle Chief Commercial Officer | Mar 13, 2026 | Tax withholding | −1,626 | $143.08 | $232.65K | 54,591 |
| Steve Spittle Chief Commercial Officer | Mar 13, 2026 | Award | +4,130 | – | – | 56,217 |
| Timothy John Fitzgerald Chief Executive Officer, Director | Mar 13, 2026 | Award | +10,579 | – | – | 351,066 |
| Timothy John Fitzgerald Chief Executive Officer, Director | Mar 13, 2026 | Tax withholding | −4,688 | $143.08 | $670.76K | 346,378 |
| Brittany C. Cerwin Chief Accounting Officer | Mar 13, 2026 | Award | +1,807 | – | – | 21,904 |
| Brittany C. Cerwin Chief Accounting Officer | Mar 13, 2026 | Tax withholding | −801 | $143.08 | $114.61K | 21,103 |
| Bryan E. Mittelman Chief Financial Officer | Mar 13, 2026 | Award | +3,012 | – | – | 45,775 |
| Bryan E. Mittelman Chief Financial Officer | Mar 13, 2026 | Tax withholding | −1,335 | $143.08 | $191.01K | 44,440 |
| Edward P. Garden Director | Mar 6, 2026 | Award | +1,161 | – | – | 2,269 |
| Stephen R. Scherger Director | Mar 6, 2026 | Award | +1,161 | – | – | 5,409 |
| Julie Bowerman Director | Mar 6, 2026 | Award | +1,161 | – | – | 2,269 |
| Christopher M. Hix Director | Mar 6, 2026 | Award | +1,161 | – | – | 1,161 |
| Glenn A. Eisenberg Director | Mar 6, 2026 | Award | +1,161 | – | – | 1,161 |
| Gordon Obrien Director | Mar 6, 2026 | Award | +1,161 | – | – | 17,515 |
| Robert A. Nerbonne Director | Mar 6, 2026 | Award | +1,161 | – | – | 4,691 |
| Tejas P. Shah Director | Mar 6, 2026 | Award | +1,161 | – | – | 3,409 |
| Cathy L. McCarthy Director | Mar 6, 2026 | Award | +1,161 | – | – | 10,880 |
| Chapin Sarah Palisi Director | Mar 6, 2026 | Award | +1,161 | – | – | 8,380 |
| Steve Spittle Chief Commercial Officer | Mar 1, 2026 | Tax withholding | −2,344 | $168.86 | $395.81K | 52,087 |
| Matthew R. Fuchsen Chief Development Officer | Mar 1, 2026 | Tax withholding | −990 | $168.86 | $167.17K | 39,943 |
| Timothy John Fitzgerald Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −6,486 | $168.86 | $1.10M | 340,487 |
| Bryan E. Mittelman Chief Financial Officer | Mar 1, 2026 | Tax withholding | −1,933 | $168.86 | $326.41K | 42,763 |
| Brittany C. Cerwin Chief Accounting Officer | Mar 1, 2026 | Tax withholding | −1,256 | $168.86 | $212.09K | 20,097 |
| III James K. Pool Chief Technology and* | Mar 1, 2026 | Tax withholding | −2,344 | $168.86 | $395.81K | 53,902 |
| Edward P. Garden Director | Dec 15, 2025 | Buy | +14,740 | $146.92 | $2.17M | 3,379,737 |
| Edward P. Garden Director | Dec 12, 2025 | Buy | +15,749 | $146.89 | $2.31M | 3,364,997 |
| Edward P. Garden Director | Dec 12, 2025 | Buy | +28,089 | $146.33 | $4.11M | 3,349,248 |
| Edward P. Garden Director | Dec 11, 2025 | Buy | +10,138 | $143.57 | $1.46M | 3,286,972 |
| Edward P. Garden Director | Dec 11, 2025 | Buy | +8,109 | $145.99 | $1.18M | 3,321,159 |
| Edward P. Garden Director | Dec 11, 2025 | Buy | +24,732 | $144.46 | $3.57M | 3,311,704 |
| Edward P. Garden Director | Dec 11, 2025 | Buy | +1,346 | $144.96 | $195.12K | 3,313,050 |
| Robert A. Nerbonne Director | Dec 9, 2025 | Buy | +780 | $128.52 | $100.25K | 21,471 |
| Edward P. Garden Director | May 21, 2025 | Buy | +27,147 | $149.01 | $4.05M | 3,276,834 |
| Edward P. Garden Director | May 21, 2025 | Buy | +18,482 | $145.26 | $2.68M | 3,158,316 |
| Edward P. Garden Director | May 21, 2025 | Buy | +8,414 | $146.27 | $1.23M | 3,166,730 |
| Edward P. Garden Director | May 21, 2025 | Buy | +7,954 | $147.45 | $1.17M | 3,174,684 |
| Edward P. Garden Director | May 21, 2025 | Buy | +75,003 | $148.61 | $11.15M | 3,249,687 |
| Edward P. Garden Director | May 16, 2025 | Buy | +621 | $149.62 | $92.91K | 3,139,834 |
| Edward P. Garden Director | May 15, 2025 | Buy | +2,575 | $148.45 | $382.26K | 3,128,311 |
| Edward P. Garden Director | May 15, 2025 | Buy | +10,902 | $149.41 | $1.63M | 3,139,213 |
| Edward P. Garden Director | May 14, 2025 | Buy | +37,473 | $148.40 | $5.56M | 3,125,736 |
| III James K. Pool Chief Technology and* | May 13, 2025 | Award | +5,955 | – | – | 56,246 |
| Brittany C. Cerwin Chief Accounting Officer | May 13, 2025 | Award | +2,863 | – | – | 21,353 |
| Steve Spittle Chief Commercial Officer | May 13, 2025 | Award | +5,955 | – | – | 54,431 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| John R. Miller Iii Director | May 12, 2025 | 4,895 | $706.65K | May 12, 2025 | stock compensation |
| Cathy L. McCarthy Director | Nov 7, 2024 | 500 | $70.50K | Nov 7, 2024 | RSU grant |
| John R. Miller Iii Director | Jun 6, 2024 | 2,000 | $254.00K | Jun 6, 2024 | Stock bonus |
| Cathy L. McCarthy Director | Mar 5, 2024 | 1,000 | $152.62K | Mar 5, 2024 | RSU GRANT |
| Kelly Pool Iii &christine M. Pool James Officer | Sep 1, 2023 | 500 | $73.41K | Sep 1, 2023 | Executive Compensation Program |
| Kelly Pool Iii &christine M. Pool Jt Ten James Officer | Aug 30, 2023 | 1,250 | $183.34K | Aug 30, 2023 | Executive Compensation Program |
| Kelly Pool Iii & Christine M. Pool James Officer | Aug 14, 2023 | 1,500 | $223.51K | Aug 14, 2023 | Executive Compensation Program |
| Kelly Pool Iii & Christine M. Pool Jt Ten James Officer | Aug 11, 2023 | 1,250 | $104.03K | Aug 11, 2023 | Executive Compensation Program |
| John R. Miller Iii Director | May 22, 2023 | 1,135 | $159.27K | May 22, 2023 | Purchase |