Bank of Montreal
MIDD icon

Bank of Montreal’s Middleby MIDD Stock Holding History

Bank of Montreal’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,000
Closed -$2.71M – 3646
2024
Q4 		$2.71M Buy
+20,000
New +$2.76M ﹤0.01% 1442
2024
Q3 		– Sell
-150,000
Closed -$20M – 4097
2024
Q2 		$20M Buy
+150,000
New +$20.3M 0.01% 764

Other funds holding MIDD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of Montreal's MIDD Position: Q2 2026 in Review

Bank of Montreal increased its Middleby (MIDD) stake by 0.26% in Q2 2026, buying an estimated $177K and bringing the position to 457,742 shares worth $78.7M. The position accounts for 0.03% of the portfolio, ranked #452.

Bank of Montreal first reported a position in MIDD in Q2 2013 and has held it in 53 quarters since. The position peaked at $174M in Q2 2025. 279 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Bank of Montreal held 457,742 shares of Middleby worth $78.7M as of Q2 2026.
  • Bank of Montreal bought 1,171 Middleby shares in Q2 2026, an estimated $177K.
  • Middleby made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #452 holding.
  • Bank of Montreal first reported a position in Middleby in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Middleby position peaked at $174M in Q2 2025.
  • 279 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.