JFG
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Jefferies Financial Group’s Middleby MIDD Stock Holding History

Jefferies Financial Group’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 		$641K Buy
+3,724
New +$561K ﹤0.01% 1164
2025
Q2 		– Sell
-2,892
Closed -$440K – 1627
2025
Q1 		$440K Buy
+2,892
New +$454K ﹤0.01% 1084
2023
Q4 		– Sell
-5,181
Closed -$663K – 1879
2023
Q3 		$663K Sell
5,181
-199
-4% -$28.3K 0.01% 961
2023
Q2 		$795K Buy
5,380
+680
+14% +$95.9K 0.01% 1013
2023
Q1 		$689K Buy
+4,700
New +$698K 0.01% 1005

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 $3.38T AUM 44.17% 1-Year Est. Return

Jefferies Financial Group's MIDD Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Middleby (MIDD) in Q2 2026: 3,724 shares worth $641K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in MIDD as recently as Q1 2025.

Jefferies Financial Group first reported a position in MIDD in Q1 2023 and has held it in 5 quarters since. The position peaked at $795K in Q2 2023. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Jefferies Financial Group held 3,724 shares of Middleby worth $641K as of Q2 2026.
  • Middleby was a new Jefferies Financial Group position in Q2 2026.
  • Middleby made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1164 holding.
  • Jefferies Financial Group first reported a position in Middleby in Q1 2023 and has held it in 5 quarters since.
  • Jefferies Financial Group's Middleby position peaked at $795K in Q2 2023.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.