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MIDD icon

Heartland Advisors’s Middleby MIDD Stock Holding History

Heartland Advisors’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
2026
Q2 		$5.61M Hold
32,599
– – 0.25% 158
2026
Q1 		$4.32M Sell
32,599
-21,103
-39% -$3.2M 0.22% 170
2025
Q4 		$7.98M Sell
53,702
-17,462
-25% -$2.29M 0.43% 90
2025
Q3 		$9.46M Sell
71,164
-12,085
-15% -$1.68M 0.5% 81
2025
Q2 		$12M Buy
83,249
+21,198
+34% +$2.99M 0.67% 49
2025
Q1 		$9.43M Buy
62,051
+12,581
+25% +$1.97M 0.54% 76
2024
Q4 		$6.7M Sell
49,470
-760
-2% -$105K 0.36% 114
2024
Q3 		$6.99M Buy
50,230
+27,765
+124% +$3.73M 0.37% 112
2024
Q2 		$2.75M Sell
22,465
-23,219
-51% -$3.15M 0.15% 152
2024
Q1 		$7.35M Buy
45,684
+15,029
+49% +$2.21M 0.39% 104
2023
Q4 		$4.51M Buy
+30,655
New +$3.89M 0.24% 140

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Heartland Advisors's MIDD Position: Q2 2026 in Review

Heartland Advisors held its Middleby (MIDD) position steady in Q2 2026 at 32,599 shares worth $5.61M. The position accounts for 0.25% of the portfolio, ranked #158.

Heartland Advisors first reported a position in MIDD in Q4 2023 and has held it in 11 quarters since. The position peaked at $12M in Q2 2025. 451 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Heartland Advisors held 32,599 shares of Middleby worth $5.61M as of Q2 2026.
  • Heartland Advisors left its Middleby share count unchanged in Q2 2026.
  • Middleby made up 0.25% of Heartland Advisors's portfolio in Q2 2026, its #158 holding.
  • Heartland Advisors first reported a position in Middleby in Q4 2023 and has held it in 11 quarters since.
  • Heartland Advisors's Middleby position peaked at $12M in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.