Who holds MIDDticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MIDDLEBY CORP · COM · quarter ended 2026-03-31 · 5 members disclosed MIDD ↗

330

holders13F filers reporting this class for the quarter ended 2026-03-31

$4.8B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

165

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MIDD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$564M	4,252,207	+97,433	add
2	Garden Investment Management, L.P.	$448M	3,379,737	0	no change
3	VANGUARD CAPITAL MANAGEMENT LLC	$272M	2,052,629	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$262M	1,974,720	—	no prior
5	ARIEL INVESTMENTS, LLC	$209M	1,574,530	+15,885	add
6	Select Equity Group, L.P.	$199M	1,500,467	−1,527,822	trim
7	STATE STREET CORP	$189M	1,424,686	+8,640	add
8	Invesco Ltd.	$183M	1,383,528	−48,493	trim
9	EARNEST PARTNERS LLC	$171M	1,292,232	−16,344	trim
10	WELLINGTON MANAGEMENT GROUP LLP	$159M	1,200,007	−107,809	trim
11	DIMENSIONAL FUND ADVISORS LP	$147M	1,109,859	−376,261	trim
12	Turtle Creek Asset Management Inc.	$125M	943,514	−173,475	trim
13	GEODE CAPITAL MANAGEMENT, LLC	$123M	925,140	+24,894	add
14	BANK OF AMERICA CORP /DE/	$113M	852,666	−9,309	trim
15	SEI INVESTMENTS CO	$107M	803,383	+49,228	add
16	D. E. Shaw & Co., Inc.	$104M	781,276	−210,470	trim
17	AMERIPRISE FINANCIAL INC	$83.3M	628,167	+46,551	add
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$74.7M	563,554	+72,086	add
19	MORGAN STANLEY	$74.0M	558,135	−42,552	trim
20	COOKE & BIELER LP	$72.8M	549,434	+225,811	add
21	BANK OF MONTREAL /CAN/	$60.5M	456,571	−646	trim
22	Bank of New York Mellon Corp	$57.1M	431,007	+6,378	add
23	NORTHERN TRUST CORP	$55.3M	417,224	+11,157	add
24	UBS Group AG	$54.8M	413,415	+194,562	add
25	FRANKLIN RESOURCES INC	$54.0M	407,064	−142,070	trim
26	Boston Partners	$47.7M	359,787	−3,591	trim
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$44.9M	338,927	+14,076	add
28	Clarkston Capital Partners, LLC	$38.4M	289,516	−499,293	trim
29	Quantinno Capital Management LP	$38.2M	288,425	+77,709	add
30	VANGUARD FIDUCIARY TRUST CO	$38.2M	287,771	—	no prior
31	AQR CAPITAL MANAGEMENT LLC	$38.0M	294,205	+112,189	add
32	JANE STREET GROUP, LLC	$28.7M	216,573	+173,935	add
33	RENAISSANCE TECHNOLOGIES LLC	$27.2M	205,270	+193,000	add
34	LAZARD ASSET MANAGEMENT LLC	$19.6M	147,907	−15,467	trim
35	WELLS FARGO & COMPANY/MN	$16.6M	125,553	+7,399	add
36	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$16.4M	123,502	−3,156	trim
37	PRINCIPAL FINANCIAL GROUP INC	$13.7M	103,546	+3,801	add
38	Trexquant Investment LP	$13.5M	101,889	+101,889	new
39	RAYMOND JAMES FINANCIAL INC	$13.3M	101,623	+1,794	add
40	Nuveen, LLC	$12.8M	96,207	+389	add
41	Swiss National Bank	$12.5M	94,600	−400	trim
42	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$12.2M	92,358	−2,088	trim
43	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$11.6M	87,545	−91,431	trim
44	Allspring Global Investments Holdings, LLC	$11.0M	82,610	+3,149	add
45	Retirement Systems of Alabama	$10.9M	82,566	−5,751	trim
46	Qube Research & Technologies Ltd	$10.8M	81,445	+81,445	new
47	Squarepoint Ops LLC	$10.6M	80,312	−52,130	trim
48	WEDGE CAPITAL MANAGEMENT L L P/NC	$10.4M	78,520	−1,893	trim
49	JUPITER ASSET MANAGEMENT LTD	$9.3M	69,941	+69,941	new
50	BARCLAYS PLC	$9.2M	69,565	+2,903	add
51	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$9.0M	67,926	+8,524	add
52	Leith Wheeler Investment Counsel Ltd.	$8.6M	64,678	−44	trim
53	ALLIANCEBERNSTEIN L.P.	$8.5M	57,231	−5,219	trim
54	Legal & General Group Plc	$8.4M	62,996	−9,498	trim
55	ENVESTNET ASSET MANAGEMENT INC	$8.1M	61,135	+12,863	add
56	CITADEL ADVISORS LLC	$7.3M	54,696	+41,122	add
57	ExodusPoint Capital Management, LP	$7.1M	53,897	+14,084	add
58	AYAL Capital Advisors Ltd	$6.6M	50,000	+6,000	add
59	Corient Private Wealth LLC	$6.6M	49,976	+2,421	add
60	Pacific Capital Partners Ltd	$6.3M	47,394	+25,713	add
61	VANGUARD ASSET MANAGEMENT, Ltd	$5.7M	42,632	—	no prior
62	XTX Topco Ltd	$5.6M	42,544	+14,083	add
63	Verition Fund Management LLC	$5.4M	40,917	+10,699	add
64	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$5.2M	39,356	0	no change
65	NEXPOINT ASSET MANAGEMENT, L.P.	$5.0M	37,350	+37,350	new
66	Weiss Asset Management LP	$4.6M	34,900	+34,900	new
67	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.5M	34,188	−35,767	trim
68	AMERICAN CENTURY COMPANIES INC	$4.3M	32,802	+1,416	add
69	HEARTLAND ADVISORS INC	$4.3M	32,599	−21,103	trim
70	FIFTH THIRD BANCORP	$4.3M	32,441	+23,721	add
71	PEREGRINE CAPITAL MANAGEMENT LLC	$4.3M	32,130	−3,100	trim
72	VICTORY CAPITAL MANAGEMENT INC	$4.2M	31,329	−1,305,783	trim
73	FMR LLC	$4.2M	31,309	+12,755	add
74	Mayar Capital Ltd.	$3.7M	28,200	+28,200	new
75	Broyhill Asset Management, LLC	$3.2M	24,224	−2,291	trim
76	Concentric Capital Strategies, LP	$3.2M	24,001	−17,964	trim
77	Lorne Steinberg Wealth Management Inc.	$3.1M	23,640	−155	trim
78	Holocene Advisors, LP	$3.1M	23,528	−25,219	trim
79	MetLife Investment Management, LLC	$3.0M	22,817	+153	add
80	DRW Securities, LLC	$3.0M	22,809	+21,197	add
81	OPPENHEIMER ASSET MANAGEMENT INC.	$2.9M	22,088	+2,345	add
82	GHP Investment Advisors, Inc.	$2.9M	21,583	+719	add
83	TRILLIUM ASSET MANAGEMENT, LLC	$2.8M	19,117	−1,207	trim
84	PALISADE CAPITAL MANAGEMENT, LP	$2.7M	20,610	−1,768	trim
85	Janus Henderson Group Ltd.	$2.7M	20,560	−77	trim
86	Vanguard Global Advisers, LLC	$2.5M	18,752	—	no prior
87	State of New Jersey Common Pension Fund D	$2.4M	17,950	−1,036	trim
88	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.4M	17,758	−1,529	trim
89	Zurcher Kantonalbank (Zurich Cantonalbank)	$2.3M	17,667	+17,667	new
90	TD ASSET MANAGEMENT INC	$2.3M	17,624	0	no change
91	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$2.0M	14,999	−454	trim
92	Havemeyer Place LP	$2.0M	14,996	+9,037	add
93	KING LUTHER CAPITAL MANAGEMENT CORP	$1.9M	14,700	0	no change
94	INTECH INVESTMENT MANAGEMENT LLC	$1.9M	14,563	+8,252	add
95	Balefire, LLC	$1.9M	14,418	−585	trim
96	Gotham Asset Management, LLC	$1.9M	14,398	+11,581	add
97	YOUSIF CAPITAL MANAGEMENT, LLC	$1.9M	14,281	−708	trim
98	Man Group plc	$1.8M	13,659	+68	add
99	Summit Trail Advisors, LLC	$1.8M	13,492	+6,445	add
100	SummitTX Capital, L.P.	$1.8M	13,389	+13,389	new
101	Southeast Asset Advisors, LLC	$1.8M	13,345	−9,723	trim
102	Arizona State Retirement System	$1.7M	13,145	−319	trim
103	Creative Planning	$1.7M	12,936	+3,379	add
104	Focus Partners Wealth	$1.7M	12,290	+581	add
105	Vanguard Investments Australia, Ltd.	$1.6M	12,190	—	no prior
106	FOURPATH CAPITAL MANAGEMENT, LLC	$1.6M	11,727	−1,800	trim
107	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.5M	11,611	+14	add
108	Cardinal Capital Management	$1.5M	11,563	+11,563	new
109	Magnetar Financial LLC	$1.5M	11,451	+11,451	new
110	STATE OF MICHIGAN RETIREMENT SYSTEM	$1.5M	11,120	+200	add
111	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.4M	10,818	+553	add
112	CenterBook Partners LP	$1.4M	10,678	+701	add
113	STATE OF WISCONSIN INVESTMENT BOARD	$1.4M	10,665	+2,833	add
114	MERCER GLOBAL ADVISORS INC /ADV	$1.4M	10,645	+3,245	add
115	Universal- Beteiligungs- und Servicegesellschaft mbH	$1.4M	10,625	+595	add
116	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.4M	10,382	+14	add
117	CITIGROUP INC	$1.3M	10,128	−53,789	trim
118	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.3M	9,520	+300	add
119	MAVERICK CAPITAL LTD	$1.1M	8,647	+8,647	new
120	Ameritas Investment Partners, Inc.	$1.1M	8,537	+44	add
121	AXQ CAPITAL, LP	$1.1M	8,523	+8,523	new
122	Y-Intercept (Hong Kong) Ltd	$1.1M	8,312	+8,312	new
123	LPL Financial LLC	$1.1M	8,207	+200	add
124	TWINBEECH CAPITAL LP	$1.1M	8,200	+8,200	new
125	Pictet Asset Management Holding SA	$1.1M	8,030	−16,950	trim
126	Oak Thistle LLC	$1.1M	7,971	−3,198	trim
127	Pathstone Holdings, LLC	$1.1M	7,956	−786	trim
128	Diametric Capital, LP	$1.0M	7,859	+7,859	new
129	Aquatic Capital Management LLC	$1.0M	7,813	−11,538	trim
130	Caprock Group, LLC	$1.0M	7,593	+6,026	add
131	CAXTON ASSOCIATES LLP	$984K	7,423	−5,408	trim
132	DEUTSCHE BANK AG\	$982K	7,407	+996	add
133	GLENMEDE TRUST CO NA	$957K	7,218	0	no change
134	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$922K	6,983	−549	trim
135	CIBC WORLD MARKET INC.	$877K	6,615	−1,179	trim
136	RITHOLTZ WEALTH MANAGEMENT	$872K	6,574	−1,908	trim
137	FIRST CITIZENS BANK & TRUST CO	$870K	6,563	+33	add
138	Envestnet Portfolio Solutions, Inc.	$869K	6,553	−94	trim
139	Cerity Partners LLC	$850K	6,408	+4,703	add
140	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$817K	6,159	+1,794	add
141	FORA Capital, LLC	$797K	6,008	−5,142	trim
142	BOOTHBAY FUND MANAGEMENT, LLC	$789K	5,952	+4,011	add
143	XPONANCE LLC	$755K	5,696	+1,330	add
144	CANADA PENSION PLAN INVESTMENT BOARD	$742K	5,600	+2,300	add
145	Atria Investments, Inc	$734K	5,537	−2,457	trim
146	Allianz Asset Management GmbH	$731K	5,514	−18,256	trim
147	SIH Partners, LLLP	$716K	5,401	+5,401	new
148	ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC	$712K	5,367	−387	trim
149	&PARTNERS	$710K	5,358	+1,257	add
150	Amundi	$690K	5,206	+1,570	add
151	FEDERATED HERMES, INC.	$671K	5,058	+198	add
152	Blue Trust, Inc.	$667K	5,029	+719	add
153	Cetera Investment Advisers	$653K	4,923	+646	add
154	Ridgewood Investments LLC	$639K	4,820	—	no prior
155	HighTower Advisors, LLC	$619K	4,667	−99	trim
156	Illinois Municipal Retirement Fund	$614K	4,631	+635	add
157	Chicago Partners Investment Group LLC	$608K	4,205	+1,338	add
158	FOX RUN MANAGEMENT, L.L.C.	$588K	4,620	+4,620	new
159	PEAK6 LLC	$586K	4,418	−5,858	trim
160	WRIGHT INVESTORS SERVICE INC	$583K	4,394	−126	trim
161	Sanctuary Advisors, LLC	$577K	4,355	−2,035	trim
162	Tidal Investments LLC	$544K	4,103	+1,261	add
163	Sivia Capital Partners, LLC	$538K	4,055	+4,055	new
164	FIRST TRUST ADVISORS LP	$517K	3,903	−92,183	trim
165	OSAIC HOLDINGS, INC.	$504K	3,804	+56	add
166	Hills Bank & Trust Co	$496K	3,742	0	no change
167	Quadrature Capital Ltd	$487K	3,672	+701	add
168	Federation des caisses Desjardins du Quebec	$483K	3,641	−676	trim
169	TWO SIGMA SECURITIES, LLC	$475K	3,579	−213	trim
170	CWM, LLC	$472K	3,559	+1,812	add
171	VOYA INVESTMENT MANAGEMENT LLC	$460K	3,472	−49	trim
172	Brevan Howard Capital Management LP	$458K	3,456	−82	trim
173	Qsemble Capital Management, LP	$452K	3,408	+412	add
174	SECURIAN ASSET MANAGEMENT, INC	$450K	3,392	0	no change
175	Merit Financial Group, LLC	$446K	3,362	+716	add
176	ROYAL BANK OF CANADA	$429K	3,236	−16,121	trim
177	EP Wealth Advisors, LLC	$412K	3,111	+129	add
178	Swiss Life Asset Management Ltd	$412K	3,109	+775	add
179	DF DENT & CO INC	$402K	3,031	0	no change
180	Kera Capital Partners, Inc.	$401K	3,023	+434	add
181	Keel Point, LLC	$399K	3,007	−15	trim
182	BANK OF NOVA SCOTIA	$397K	2,997	+2,997	new
183	RMR Wealth Builders	$380K	2,867	0	no change
184	Vanguard Personalized Indexing Management, LLC	$375K	2,832	+745	add
185	PRUDENTIAL FINANCIAL INC	$367K	2,768	−428	trim
186	Brooklyn Investment Group	$360K	2,719	+466	add
187	MML INVESTORS SERVICES, LLC	$358K	2,697	−441	trim
188	Ensign Peak Advisors, Inc	$350K	2,638	0	no change
189	Rockefeller Capital Management L.P.	$344K	2,592	−70	trim
190	DnB Asset Management AS	$343K	2,590	+2,590	new
191	Utah Retirement Systems	$335K	2,526	0	no change
192	Maryland State Retirement & Pension System	$330K	2,492	0	no change
193	Morningstar Investment Management LLC	$329K	2,485	−1,337	trim
194	Empowered Funds, LLC	$327K	2,469	+2,469	new
195	INTEGRITY ALLIANCE, LLC.	$319K	2,407	0	no change
196	TEACHER RETIREMENT SYSTEM OF TEXAS	$307K	2,317	−4,015	trim
197	US BANCORP \DE\	$306K	2,305	−47	trim
198	PRELUDE CAPITAL MANAGEMENT, LLC	$297K	2,243	+2,243	new
199	Baker Avenue Asset Management, LP	$288K	2,175	+404	add
200	Vident Advisory, LLC	$285K	2,151	−4,719	trim
201	Calamos Advisors LLC	$283K	2,135	+2,135	new
202	Calamos Wealth Management LLC	$283K	2,135	+2,135	new
203	Arax Advisory Partners	$279K	2,107	−77	trim
204	Tower Research Capital LLC (TRC)	$276K	2,082	+375	add
205	Beverly Hills Private Wealth, LLC	$275K	2,073	+2,073	new
206	EVOKE WEALTH, LLC	$271K	2,047	+108	add
207	CREDIT AGRICOLE S A	$270K	2,037	0	no change
208	Canal Capital Management, LLC	$265K	2,000	0	no change
209	Fieldview Capital Management, LLC	$262K	1,975	−3,881	trim
210	ARQ WEALTH ADVISORS, LLC	$261K	1,970	+1,970	new
211	Optas, LLC	$259K	1,957	+36	add
212	CHOREO, LLC	$257K	1,940	+54	add
213	Quantbot Technologies LP	$255K	1,925	+1,925	new
214	HB Wealth Management, LLC	$255K	1,920	+1,920	new
215	RMG Wealth Management LLC	$253K	1,618	0	no change
216	ProShare Advisors LLC	$246K	1,859	0	no change
217	BLAIR WILLIAM & CO/IL	$245K	1,845	−184	trim
218	Inscription Capital, LLC	$244K	1,841	−27	trim
219	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$236K	1,777	+1,777	new
220	Engineers Gate Manager LP	$231K	1,740	+1,740	new
221	Schonfeld Strategic Advisors LLC	$227K	1,714	+1,714	new
222	Ballentine Partners, LLC	$225K	1,696	−15	trim
223	BBR PARTNERS, LLC	$225K	1,696	+1,696	new
224	COMMERCE BANK	$224K	1,693	−962	trim
225	CIBC Asset Management Inc	$224K	1,686	0	no change
226	M&T BANK CORP	$222K	1,673	−282	trim
227	GREENLEAF TRUST	$219K	1,654	−16	trim
228	Machina Capital S.A.S.	$218K	1,646	+1,646	new
229	Kestra Advisory Services, LLC	$217K	1,633	−95	trim
230	Sterling Capital Management LLC	$212K	1,598	−1,220	trim
231	SHELTON CAPITAL MANAGEMENT	$209K	1,577	0	no change
232	NICOLET BANKSHARES INC	$202K	1,520	+1,520	new
233	UMB Bank, n.a.	$200K	1,510	+85	add
234	BEACON INVESTMENT ADVISORY SERVICES, INC.	$194K	1,463	0	no change
235	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$148K	1,116	+1,116	new
236	QUADRANT CAPITAL GROUP LLC	$147K	1,105	−20	trim
237	Eurizon Capital SGR S.p.A.	$139K	1,091	+114	add
238	State of Wyoming	$134K	1,011	−3,004	trim
239	Aviso Financial Inc.	$123K	924	−317	trim
240	Hilltop National Bank	$111K	839	+33	add
241	BNP Paribas Asset Management Holding S.A.	$111K	838	+200	add
242	NATIONAL BANK OF CANADA /FI/	$99.1K	748	−156	trim
243	Crewe Advisors LLC	$94.1K	710	0	no change
244	Mitsubishi UFJ Trust & Banking Corp	$89.0K	671	+671	new
245	TD Waterhouse Canada Inc.	$75.9K	574	+371	add
246	NOMURA ASSET MANAGEMENT CO LTD	$74.2K	560	+240	add
247	Cassaday & Co Wealth Management LLC	$67.2K	507	+507	new
248	MAI Capital Management	$65.6K	495	+455	add
249	SIGNATUREFD, LLC	$47.1K	355	+2	add
250	Allworth Financial LP	$41.8K	315	+112	add
251	Abound Wealth Management	$41.0K	309	0	no change
252	Mirae Asset Global Investments Co., Ltd.	$40.0K	302	+302	new
253	Quarry LP	$37.9K	286	−254	trim
254	Larson Financial Group LLC	$35.8K	270	+75	add
255	DHJJ Financial Advisors, Ltd.	$23.5K	177	0	no change
256	Bangor Savings Bank	$23.3K	176	0	no change
257	Parkside Financial Bank & Trust	$22.7K	171	−43	trim
258	Mitsubishi UFJ Asset Management Co., Ltd.	$20.7K	156	0	no change
259	True Wealth Design, LLC	$19.8K	149	+2	add
260	NATIXIS ADVISORS, LLC	$19.3K	145,411	+916	add
261	LORD, ABBETT & CO. LLC	$19.1K	144,100	−3,050	trim
262	Towne Trust Company, N.A	$15.9K	120	0	no change
263	Caitong International Asset Management Co., Ltd	$14.8K	112	+112	new
264	PFS Partners, LLC	$14.7K	111	0	no change
265	Steward Partners Investment Advisory, LLC	$14.6K	110	+18	add
266	Smartleaf Asset Management LLC	$14.4K	113	+19	add
267	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$14.3K	108	0	no change
268	Caldwell Trust Co	$14.1K	106	0	no change
269	MATHER GROUP, LLC.	$12.3K	93	+93	new
270	Leonteq Securities AG	$11.3K	85	+33	add
271	Spire Wealth Management	$8.9K	67	0	no change
272	Bayforest Capital Ltd	$8.6K	65	−603	trim
273	JONES FINANCIAL COMPANIES LLLP	$8.4K	63	+25	add
274	Vanguard National Trust Co	$8.0K	60	—	no prior
275	Clearstead Trust, LLC	$7.8K	59	0	no change
276	WOLFF WIESE MAGANA LLC	$7.0K	53	0	no change
277	Millstone Evans Group, LLC	$6.6K	50	0	no change
278	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$6.2K	46,605	−2,113	trim
279	FARMERS & MERCHANTS INVESTMENTS INC	$5.8K	44	0	no change
280	Purpose Unlimited Inc.	$5.8K	44	+44	new
281	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$5.6K	42	−29	trim
282	Olstein Capital Management, L.P.	$5.0K	37,500	−10,500	trim
283	THOMPSON SIEGEL & WALMSLEY LLC	$4.9K	37,101	−6,425	trim
284	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$4.1K	31	+15	add
285	Orion Capital Management LLC	$4.0K	30	0	no change
286	Hunter Perkins Capital Management, LLC	$3.9K	29,312	−3,186	trim
287	S&CO INC	$3.9K	29,100	−12,700	trim
288	THRIVENT FINANCIAL FOR LUTHERANS	$3.8K	28,834	+7,909	add
289	JFS WEALTH ADVISORS, LLC	$3.6K	27	−9	trim
290	Intentional Wealth Strategies, LLC	$3.6K	27	—	no prior
291	CANADA LIFE ASSURANCE Co	$3.5K	26,666	−670	trim
292	ELEVATION WEALTH PARTNERS, LLC	$3.4K	26	+19	add
293	Owl Creek Wealth Partners LLC	$3.3K	25	—	no prior
294	Westfuller Advisors, LLC	$3.2K	24	0	no change
295	AMALGAMATED BANK	$2.8K	21,040	−85	trim
296	SJS Investment Consulting Inc.	$2.8K	21	+20	add
297	Treasurer of the State of North Carolina	$2.7K	20,390	+431	add
298	Bell Investment Advisors, Inc	$2.4K	18	0	no change
299	CVA Family Office, LLC	$2.3K	17	+17	new
300	Clearstead Advisors, LLC	$2.1K	16	−150	trim
301	Manchester Capital Management LLC	$2.1K	16	0	no change
302	WPG Advisers, LLC	$2.1K	16	0	no change
303	South Dakota Investment Council	$2.1K	15,545	0	no change
304	BROWN, LISLE/CUMMINGS, INC.	$2.0K	15	0	no change
305	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$1.9K	14,533	−1,800	trim
306	ASSETMARK, INC	$1.7K	13	+3	add
307	Keating Financial Advisory Services, Inc.	$1.7K	13	+4	add
308	BAYBAN	$1.7K	13	+13	new
309	First Command Advisory Services, Inc.	$1.6K	12	+12	new
310	Investors Research Corp	$1.3K	10	+10	new
311	DiNuzzo Private Wealth, Inc.	$1.3K	10	0	no change
312	Cromwell Holdings LLC	$1.2K	9	+3	add
313	Redwood Investment Management, LLC	$1.1K	7,969	+590	add
314	Rialto Wealth Management, LLC	$929	7	+2	add
315	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$751	5,666	0	no change
316	State of Alaska, Department of Revenue	$613	4,628	0	no change
317	Pinnacle Wealth Planning Services, Inc.	$530	4	+2	add
318	Vermillion Wealth Management, Inc.	$530	4	+4	new
319	HFM Investment Advisors, LLC	$530	4	+1	add
320	Virtu Financial LLC	$507	3,824	+3,824	new
321	Triumph Capital Management	$398	3	0	no change
322	American Capital Advisory, LLC	$266	2	+2	new
323	Atlantic Union Bankshares Corp	$265	2	+2	new
324	Claret Asset Management Corp	$209	1,579	0	no change
325	KBC Group NV	$180	1,358	0	no change
326	SouthState Bank Corp	$133	1	0	no change
327	TFC Financial Management, Inc.	$133	1	−230	trim
328	Employees Retirement System of Texas	$68	514	0	no change
329	Avion Wealth	$1	8	0	no change
330	Activest Wealth Management	$0	0	0	new
331	VANGUARD GROUP INC	—	—	−4,302,674	exit
332	STIFEL FINANCIAL CORP	—	—	−2,305	exit
333	BAILARD, INC.	—	—	−1,800	exit
334	MEEDER ASSET MANAGEMENT INC	—	—	−42,328	exit
335	Brandywine Global Investment Management, LLC	—	—	−337,939	exit
336	HSBC HOLDINGS PLC	—	—	−33,094	exit
337	COMERICA BANK	—	—	−24,815	exit
338	GROUP ONE TRADING LLC	—	—	−4,266	exit
339	BURNEY CO/	—	—	−3,971	exit
340	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−22,903	exit
341	ARCADIA INVESTMENT MANAGEMENT CORP/MI	—	—	−250	exit
342	CLARK ESTATES INC/NY	—	—	−18,500	exit
343	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	—	—	−2,005	exit
344	LOGAN CAPITAL MANAGEMENT INC	—	—	−2,358	exit
345	ADAGE CAPITAL PARTNERS GP, L.L.C.	—	—	−138,000	exit
346	MILLENNIUM MANAGEMENT LLC	—	—	−154,457	exit
347	CIBC Private Wealth Group LLC	—	—	−86	exit
348	Epoch Investment Partners, Inc.	—	—	−11,797	exit
349	Coastline Trust Co	—	—	−290	exit
350	BROWN ADVISORY INC	—	—	−3,523	exit
351	NORGES BANK	—	—	−290,843	exit
352	Walleye Trading LLC	—	—	−1,324	exit
353	HRT FINANCIAL LP	—	—	−6,737	exit
354	Transamerica Financial Advisors, LLC	—	—	−15	exit
355	Edgestream Partners, L.P.	—	—	−28,766	exit
356	Assenagon Asset Management S.A.	—	—	−14,854	exit
357	NAPLES GLOBAL ADVISORS, LLC	—	—	−1,500	exit
358	Aristides Capital LLC	—	—	−1,676	exit
359	Sequoia Financial Advisors, LLC	—	—	−2,099	exit
360	Lighthouse Investment Partners, LLC	—	—	−28,000	exit
361	Numerai GP LLC	—	—	−7,653	exit
362	ODDO BHF ASSET MANAGEMENT SAS	—	—	−135	exit
363	DV Trading LLC	—	—	−9	exit
364	Global Retirement Partners, LLC	—	—	−466	exit
365	DENDUR CAPITAL LP	—	—	−101,500	exit
366	CERTUITY, LLC	—	—	−2,495	exit
367	Veracity Capital LLC	—	—	−2,599	exit
368	TrueWealth Advisors, LLC	—	—	−1,631	exit
369	OCCUDO QUANTITATIVE STRATEGIES LP	—	—	−9,249	exit
370	Interchange Capital Partners, LLC	—	—	−1,348	exit
371	SBI Securities Co., Ltd.	—	—	−1	exit
372	Optiver Holding B.V.	—	—	−2	exit
373	NewEdge Wealth, LLC	—	—	−3,003	exit
374	AlphaQuest LLC	—	—	−1,236	exit
375	Forum Financial Management, LP	—	—	−2,652	exit
376	SageView Advisory Group, LLC	—	—	−20	exit
377	Dunhill Financial, LLC	—	—	−1	exit
378	Annis Gardner Whiting Capital Advisors, LLC	—	—	−46	exit
379	Turning Point Benefit Group, Inc.	—	—	−13	exit
380	Seven Six Capital Management, LLC	—	—	−11,550	exit
381	North Dakota State Investment Board	—	—	−1,785	exit

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MIDD

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 April McClain Delaney D–MD-6 $22K–$155K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $1.9M held
Trimming: 1 Caxton Associates $984K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MIDDLEBY CORP

Merged timeline of congressional filings and notable-manager moves on MIDD
Date	Who	Change	Size
2026-09-09	April McClain Delaney Congress	Sale	$15K–$50K
2026-09-09	April McClain Delaney Congress	Sale	$1K–$15K
2026-09-09	April McClain Delaney Congress	Sale	$1K–$15K
2026-09-09	April McClain Delaney Congress	Sale	$1K–$15K
2026-09-09	April McClain Delaney Congress	Sale	$1K–$15K
2026-09-09	April McClain Delaney Congress	Sale	$1K–$15K
2026-07-07	April McClain Delaney Congress	Sale	$1K–$15K
2026-07-07	April McClain Delaney Congress	Sale	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+11,581 sh
2026-05-14	Caxton Associates 13F	trim	−5,408 sh

10 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

5 members of Congress disclosed MIDD — the congressional view ↗