Who holds ticker 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 · common stock · Q1 2026 · 5 members disclosed MIDD ↗

13F filers reporting this class for the quarter ended 2026-03-31: 330
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $4.8B
holders whose share count rose or who opened the position (new + add), by shares: 165
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 43

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of MIDD ranked by reported value, 1–25 of 381 holders
#	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

Show all 381 holders

13F holders of MIDD ranked by reported value, 26–381 of 381 holders
#	Filer	Reported value	Shares	Δ shares	Change
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	—	—	—	n/c
332	Brandywine Global Investment Management, LLC	—	—	—	n/c
333	COMERICA BANK	—	—	—	n/c
334	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
335	CIBC Private Wealth Group LLC	—	—	—	n/c
336	Global Retirement Partners, LLC	—	—	—	n/c
337	SageView Advisory Group, LLC	—	—	—	n/c
338	Turning Point Benefit Group, Inc.	—	—	—	n/c
339	STIFEL FINANCIAL CORP	—	—	−2,305	EXIT
340	BAILARD, INC.	—	—	−1,800	EXIT
341	MEEDER ASSET MANAGEMENT INC	—	—	−42,328	EXIT
342	HSBC HOLDINGS PLC	—	—	−33,094	EXIT
343	GROUP ONE TRADING LLC	—	—	−4,266	EXIT
344	BURNEY CO/	—	—	−3,971	EXIT
345	ARCADIA INVESTMENT MANAGEMENT CORP/MI	—	—	−250	EXIT
346	CLARK ESTATES INC/NY	—	—	−18,500	EXIT
347	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	—	—	−2,005	EXIT
348	LOGAN CAPITAL MANAGEMENT INC	—	—	−2,358	EXIT
349	ADAGE CAPITAL PARTNERS GP, L.L.C.	—	—	−138,000	EXIT
350	MILLENNIUM MANAGEMENT LLC	—	—	−154,457	EXIT
351	Epoch Investment Partners, Inc.	—	—	−11,797	EXIT
352	Coastline Trust Co	—	—	−290	EXIT
353	BROWN ADVISORY INC	—	—	−3,523	EXIT
354	NORGES BANK	—	—	−290,843	EXIT
355	Walleye Trading LLC	—	—	−1,324	EXIT
356	HRT FINANCIAL LP	—	—	−6,737	EXIT
357	Transamerica Financial Advisors, LLC	—	—	−15	EXIT
358	Edgestream Partners, L.P.	—	—	−28,766	EXIT
359	Assenagon Asset Management S.A.	—	—	−14,854	EXIT
360	NAPLES GLOBAL ADVISORS, LLC	—	—	−1,500	EXIT
361	Aristides Capital LLC	—	—	−1,676	EXIT
362	Sequoia Financial Advisors, LLC	—	—	−2,099	EXIT
363	Lighthouse Investment Partners, LLC	—	—	−28,000	EXIT
364	Numerai GP LLC	—	—	−7,653	EXIT
365	ODDO BHF ASSET MANAGEMENT SAS	—	—	−135	EXIT
366	DV Trading LLC	—	—	−9	EXIT
367	DENDUR CAPITAL LP	—	—	−101,500	EXIT
368	CERTUITY, LLC	—	—	−2,495	EXIT
369	Veracity Capital LLC	—	—	−2,599	EXIT
370	TrueWealth Advisors, LLC	—	—	−1,631	EXIT
371	OCCUDO QUANTITATIVE STRATEGIES LP	—	—	−9,249	EXIT
372	Interchange Capital Partners, LLC	—	—	−1,348	EXIT
373	SBI Securities Co., Ltd.	—	—	−1	EXIT
374	Optiver Holding B.V.	—	—	−2	EXIT
375	NewEdge Wealth, LLC	—	—	−3,003	EXIT
376	AlphaQuest LLC	—	—	−1,236	EXIT
377	Forum Financial Management, LP	—	—	−2,652	EXIT
378	Dunhill Financial, LLC	—	—	−1	EXIT
379	Annis Gardner Whiting Capital Advisors, LLC	—	—	−46	EXIT
380	Seven Six Capital Management, LLC	—	—	−11,550	EXIT
381	North Dakota State Investment Board	—	—	−1,785	EXIT

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

Congress ↔ notable managers · MIDD

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 April McClain Delaney D–MD-6 $20K–$125K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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	SELL	$15K–$50K
2026-09-09	April McClain Delaney Congress	SELL	$1K–$15K
2026-09-09	April McClain Delaney Congress	SELL	$1K–$15K
2026-09-09	April McClain Delaney Congress	SELL	$1K–$15K
2026-09-09	April McClain Delaney Congress	SELL	$1K–$15K
2026-09-09	April McClain Delaney Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+11,581 sh
2026-05-14	Caxton Associates 13F	TRIM	−5,408 sh

8 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.