MIDDLEBY Corp (MIDD) shareholders
MIDDNasdaqRefrigeration & Service Industry MachineryFiscal year ends January 2
Financials through Q3 FY2026, quarter ended Oct 3, 2026Last filing: 10-Q on Nov 12, 2026Score 7/3011% below fair value
$135.44−0.66 (-0.48%)
Close on Nov 12, 2026Market cap $6.12BP/E 159.3Yield –
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. Joint filing with Gi Spv I L.P. (6.71%), Gi Spv I Gp LLC (6.71%) and 2 more | 3,379,737 | 6.71% | 13D (active) amendment | Jan 6, 2026 |
| Wellington Management Company LLP Joint filing with Wellington Management Group LLP (6.00%), Wellington Group Holdings LLP (6.00%) and 1 more | 3,198,796 | 5.40% | 13G (passive) amendment | Mar 31, 2025 |
| Edward P. Garden Joint filing with Gi Spv I L.P. (5.87%), Gi Spv I Gp LLC (5.87%) and 2 more | 3,139,834 | 5.87% | 13D (active) | May 9, 2025 |
| Select Equity Group, L.P. Joint filing with George S. Loening (6.00%) | 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% | $1.00B | −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)
418 funds held MIDD in Q2 2026, 41% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 473,800 | 1.05% | Oct 5, 2026 |
| Steve Spittle | Chief Commercial Officer | 65,595 | 0.15% | Oct 5, 2026 |
| III James K. Pool | Chief Technology and* | 67,410 | 0.15% | Oct 5, 2026 |
| Brittany C. Cerwin | Chief Accounting Officer | 28,675 | 0.06% | Oct 5, 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 |
|---|---|---|---|---|---|---|
| Brittany C. Cerwin Chief Accounting Officer | Oct 2, 2026 | Award | +6,695 | – | – | 28,675 |
| III James K. Pool Chief Technology and* | Oct 2, 2026 | Award | +9,181 | – | – | 67,410 |
| Steve Spittle Chief Commercial Officer | Oct 2, 2026 | Award | +9,181 | – | – | 65,595 |
| Timothy John Fitzgerald Chief Executive Officer, Director | Oct 2, 2026 | Award | +21,517 | – | – | 372,350 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
3.71%
2M shares short
Days to cover
3.4
At 0M shares a day
Change since last report
-2.5%
From 2M shares
Short volume, 20 days
56.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Middleby's stock actually held short. Settlement fails (shares not delivered on time) peaked at 5,511 shares on Oct 14, 2026 over the last 90 days.
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 |
| James Kelly Pool Iii &christine M Pool Officer | Sep 1, 2023 | 500 | $73.41K | Sep 1, 2023 | Executive Compensation Program |
| James Kelly Pool Iii &christine M Pool Jt Ten Officer | Aug 30, 2023 | 1,250 | $183.34K | Aug 30, 2023 | Executive Compensation Program |
| James Kelly Pool Iii & Christine M Pool Officer | Aug 14, 2023 | 1,500 | $223.51K | Aug 14, 2023 | Executive Compensation Program |
| James Kelly Pool Iii & Christine M Pool Jt Ten 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 |
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