Middleby

MIDD • NASDAQ

Middleby is a industrial - machinery company in the industrials sector on NASDAQ, led by Timothy J. FitzGerald, with a market cap of $7.4B. As of Q3 2025, 103% of shares are held by 411 institutional investors, with VANGUARD GROUP INC as the largest holder at 8.71%.

Chief Executive OfficerTimothy J. FitzGerald

Market Cap$7.4B

Industrial - Machinery

Industrials

Employees10.7K

Websitemiddleby.com

Country

United States of America

Overview

Overview of institutional ownership in MIDD as of Q3 2025 with a market cap of $6.7B

All Institutions

Institutions: 411
Value Held: $7.0B
Shares Held: 52.3M
Avg Position: $16.9M
Median Position: $674.1K

Hedge Funds

Hedge Funds: 46
Value Held: $949.3M
Shares Held: 7.1M
Avg Position: $20.6M
Median Position: $1.8M

Ownership Breakdown

Institutional (non-HF)

89.15%

$6.0B

Hedge Funds

14.09%

$949.3M

Retail & Other

Based on market cap of $6.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MIDD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$586.7M 0.01% of portfolio	8.71% 4.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$565.5M 0.01% of portfolio	8.39% 4.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
Select Equity Group, L.P. Hedge Fund•Multi-Strategy	George Stabler Loening Chairman	$557.8M 2.29% of portfolio	8.28% 4.2M shares	Q2 2021 Held for 4y 5m	$24.4B
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$514.3M 0.06% of portfolio	7.63% 3.9M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
G Garden Investment Management, L.P. Institution	-	$435.6M 100.00% of portfolio	6.47% 3.3M shares	Q4 2024 Held for 11 months	$435.6M
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$424.5M 0.07% of portfolio	6.30% 3.2M shares	Q4 2014 Held for 10y 11m	$571.21B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$275.1M 0.02% of portfolio	4.08% 2.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
T Turtle Creek Asset Management Inc. Institution	-	$194.3M 5.86% of portfolio	2.88% 1.5M shares	Q3 2017 Held for 8y 2m	$3.3B
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	David Craig Brown CEO	$191.7M 0.12% of portfolio	2.84% 1.4M shares	Q2 2015 Held for 10y 5m	$158.22B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$191.3M 0.01% of portfolio	2.84% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T

Net Capital Flow

Institutional buying and selling activity for MIDD in Q3 2025

Traded: −$398.9M
Buyers: 178
Sellers: 241
Total Bought: +$701.7M
Total Sold: −$1.1B
Avg Position: $14.6M

Biggest Buyers

Institution	Net Bought	Current Position
Invesco Ltd. ETF Provider	+$123.6M +929.7K shares	$135.4M 1.0M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$89.8M +675.5K shares	$514.3M 3.9M shares
D D. E. Shaw & Co., Inc. Institution	+$79.3M +596.3K shares	$101.6M 764.6K shares
SG Capital Management LLC Hedge Fund•Event Driven	+$55.3M +415.7K shares	$55.3M 415.7K shares
ARIEL INVESTMENTS, LLC Long Only Manager	+$45.0M +338.5K shares	$169.2M 1.3M shares
Marshall Wace LLP Institution	+$40.3M +303.3K shares	$55.8M 419.9K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$18.1M +135.9K shares	$21.5M 161.6K shares
Holocene Advisors, LP Hedge Fund•Long/Short	+$17.9M +134.9K shares	$22.4M 168.9K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$16.5M +123.9K shares	$189.7M 1.4M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$14.5M +109.1K shares	$14.5M 109.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
BANK OF AMERICA CORP /DE/ Institution	−$233.1M −1.8M shares	$114.8M 863.3K shares
BANK OF MONTREAL /CAN/ Institution	−$100.3M −754.3K shares	$60.5M 455.5K shares
JPMORGAN CHASE & CO Institution	−$93.3M −702.2K shares	$275.1M 2.1M shares
Select Equity Group, L.P. Hedge Fund•Multi-Strategy	−$70.6M −531.1K shares	$557.8M 4.2M shares
MORGAN STANLEY RIA/Wealth	−$65.4M −491.9K shares	$41.4M 311.4K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$63.9M −481.0K shares	$191.7M 1.4M shares
B BlackRock, Inc. Institution	−$51.7M −389.0K shares	$565.5M 4.3M shares
VANGUARD GROUP INC Institution	−$48.2M −362.3K shares	$586.7M 4.4M shares
J JANE STREET GROUP, LLC Institution	−$31.9M −240.0K shares	$17.7M 133.5K shares
STATE STREET CORP Institution	−$20.9M −157.0K shares	$191.3M 1.4M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MIDD in Q3 2025

New Positions: 32
New Value: $35.0M
Exited Positions: 66
Exited Value: $90.4M

New Positions

Institution	Position Value
WEDGE CAPITAL MANAGEMENT L L P/NC Long Only Manager	$11.7M 88.0K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$9.0M 67.6K shares
Broyhill Asset Management Hedge Fund•Multi-Strategy	$2.5M 18.5K shares
Pacific Capital Partners Ltd RIA/Wealth	$2.1M 16.1K shares
CenterBook Partners LP Hedge Fund•Market Neutral	$1.7M 12.9K shares
VisionPoint Advisory Group, LLC RIA/Wealth	$1.7M 12.6K shares
Aaron Wealth Advisors LLC RIA/Wealth	$1.2M 8.8K shares
Eschler Asset Management LLP Hedge Fund•Long/Short	$930.5K 7.0K shares
TradeLink Capital LLC Hedge Fund•Event Driven	$847.0K 6.4K shares
C CARY STREET PARTNERS FINANCIAL LLC Institution	$678.6K 5.1K shares

Exited Positions

Institution	Previous Position
C Cubist Systematic Strategies, LLC Institution	$12.9M 89.4K shares
N NOMURA HOLDINGS INC Institution	$9.4M 65.6K shares
Trexquant Investment LP Hedge Fund•Quant	$8.1M 56.0K shares
Quantbot Technologies LLC Hedge Fund•Quant	$6.4M 44.5K shares
W Winton Capital Group Ltd Institution	$5.5M 37.9K shares
Q Qube Research & Technologies Ltd Institution	$5.3M 37.1K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$4.6M 32.1K shares
IMC-Chicago, LLC RIA/Wealth	$4.3M 29.9K shares
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$4.1M 28.6K shares
13D Management LLC Hedge Fund•Long/Short	$3.8M 26.1K shares

Options Activity

Institutions with the largest Call and Put options positions in MIDD as of Q3 2025

Call Positions: 10
Call Value: $4.7M
Put Positions: 9
Put Value: $13.1M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.7M 276.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$983.7K 74.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	- - contracts
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	- - contracts
GOLDMAN SACHS GROUP INC Institution	- - contracts
J JANE STREET GROUP, LLC Institution	- - contracts
W WOLVERINE TRADING, LLC Institution	- - contracts
P PEAK6 LLC Institution	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts
S Skaana Management L.P. Hedge Fund•Convert Bond Arb	- - contracts

Put Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$8.4M 632.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.2M 242.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$917.2K 69.0 contracts
W WOLVERINE TRADING, LLC Institution	$320.4K 24.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$212.7K 16.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	- - contracts
BANK OF AMERICA CORP /DE/ Institution	- - contracts
P PEAK6 LLC Institution	- - contracts
BANK OF MONTREAL /CAN/ Institution	- - contracts

Most Committed Institutions

Institutions with MIDD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G Garden Investment Management, L.P. Institution	-	100.00% $435.6M	6.47% 3.3M shares	Q4 2024 Held for 11 months	$435.6M
RIVULET CAPITAL, LLC Hedge Fund•Long/Short	Joshua Ari Kuntz Managing Partner	7.57% $69.5M	1.03% 523.0K shares	Q2 2024 Held for 1y 5m	$918.9M
TradeLink Capital LLC Hedge Fund•Event Driven	Steven Wesley Wolf CEO	7.04% $847.0K	0.01% 6.4K shares	Q3 2025 Held for 2 months	$12.0M
T Turtle Creek Asset Management Inc. Institution	-	5.86% $194.3M	2.88% 1.5M shares	Q3 2017 Held for 8y 2m	$3.3B
SG Capital Management LLC Hedge Fund•Event Driven	Glen Schneider President	5.54% $55.3M	0.82% 415.7K shares	Q3 2025 Held for 2 months	$998.2M
Pacific Capital Partners Ltd RIA/Wealth	Chad T Willardson President	2.39% $2.1M	0.03% 16.1K shares	Q3 2025 Held for 2 months	$89.8M
Select Equity Group, L.P. Hedge Fund•Multi-Strategy	George Stabler Loening Chairman	2.29% $557.8M	8.28% 4.2M shares	Q2 2021 Held for 4y 5m	$24.4B
Broyhill Asset Management Hedge Fund•Multi-Strategy	Markham Hunt Broyhill Chairman	2.16% $2.5M	0.04% 18.5K shares	Q3 2025 Held for 2 months	$113.8M
Clarkston Capital Partners LLC Long Only Manager	Jeffrey Anthony Hakala CEO	1.86% $86.3M	1.28% 649.2K shares	Q4 2024 Held for 11 months	$4.6B
A Aviso Financial Inc. Institution	-	1.82% $44.8M	0.67% 337.1K shares	Q2 2024 Held for 1y 5m	$2.5B

Hedge Fund Spotlight

Discover hedge funds investing in MIDD

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Middleby

Market Value: $8.0M
Shares Held: 60.1K
Portfolio Weight: 0.01%
Owned Since: 2013-Q2

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%