Middleby Corp (MIDD): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Middleby Corp (MIDD) following the 2026 Q1 hedge fund 13F filings?

As of today, MIDD has moved +14.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +10.0%. Since the quarter end (March 31, 2026), MIDD gained +24.3% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Middleby Corp (MIDD)

408 + Investors. Track Smart Money conviction in MIDD. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MIDD

Based on 412 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added MIDD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

412 hedge funds hold MIDD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding MIDD is almost the same as a year ago (+5 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 53% buying

215 buying187 selling

Last quarter: 215 funds bought or added vs 187 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~66 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 72 → 68 → 70 → 66. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new

260 out of 412 hedge funds have held MIDD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~66 new funds/quarter

75 → 72 → 68 → 70 → 66 new funds/Q

New funds entering each quarter: 72 → 68 → 70 → 66. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 9% 1-2yr ■ 22% new

Entry-cohort mix of 417 holders: 286 (69%) are 2+ year veterans, 39 entered 1–2 years ago, and 92 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

52 of 411 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	408	405	0.74%
13F Shares	46M	51M	-10.83%
Total Value	$5.01B	$6.73B	-25.59%
New Positions	65	70	-5
Increased Positions	147	117	+30
Closed Positions	62	77	-15
Reduced Positions	124	165	-41
Total Calls	3	5	-40.0%
Total Puts	3	3	-
PUT/CALL Ratio	1.0	0.6	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

408

405

0.74%

13F Shares

46M

51M

-10.83%

Total Value

$5.01B

$6.73B

-25.59%

New Positions

-5

Increased Positions

147

117

+30

Closed Positions

-15

Reduced Positions

124

165

-41

Total Calls

-40.0%

Total Puts

PUT/CALL Ratio

1.0

0.6

Neutral

Institutional Holders (2026 Q1)

408 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MIDD. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MIDD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Garden Investment Management, L.P.	76.52%	3,379,737	$448.1M
2	Pacific Capital Partners Ltd	6.20%	47,394	$6.3M
3	Mayar Capital Ltd.	4.46%	28,200	$3.7M
4	Turtle Creek Asset Management Inc.	3.19%	943,514	$125.1M
5	Broyhill Asset Management, LLC	2.97%	24,224	$3.2M
6	Clarkston Capital Partners, LLC	2.93%	289,516	$38.4M
7	Ariel Investments, LLC	2.34%	1,574,530	$208.8M
8	AYAL Capital Advisors Ltd	1.80%	50,000	$6.6M
9	Select Equity Group, L.P.	1.02%	1,500,467	$198.9M
10	Cooke & Bieler LP	0.82%	549,434	$72.8M
11	Lorne Steinberg Wealth Management Inc.	0.74%	23,640	$3.1M
12	Leith Wheeler Investment Counsel Ltd.	0.71%	64,678	$8.6M
13	Earnest Partners LLC	0.71%	1,292,232	$171.3M
14	ST. Nicholas Private Asset Management, Inc	0.67%	5,367	$712K
15	Balefire, LLC	0.36%	14,418	$1.9M
16	Ancora Advisors LLC	0.36%	126,586	$16.8M
17	Nexpoint Asset Management, L.P.	0.33%	37,350	$5.0M
18	Diametric Capital, LP	0.27%	7,859	$1.0M
19	Concentric Capital Strategies, LP	0.27%	24,001	$3.2M
20	Ridgewood Investments LLC	0.26%	4,820	$639K
21	Havemeyer Place LP	0.23%	14,996	$2.0M
22	Fourpath Capital Management, LLC	0.22%	11,727	$1.6M
23	Heartland Advisors Inc	0.22%	32,599	$4.3M
24	Cardinal Capital Management	0.20%	11,563	$1.5M
25	Southeast Asset Advisors, LLC	0.19%	13,345	$1.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Middleby Corp (MIDD)

What does the Smart Money Trend signal show for MIDD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MIDD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MIDD?

Slight buying edge — 53% buying: Last quarter: 215 funds bought or added vs 187 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MIDD holders?

Strong quality — 38% AUM from major funds: 52 of 411 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MIDD?

63% of holders stayed for 2+ years: 260 out of 412 hedge funds have held MIDD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Middleby Corp (MIDD) following the 2026 Q1 hedge fund 13F filings?

As of today, MIDD has moved +14.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +10.0%. Since the quarter end (March 31, 2026), MIDD has gained +24.3% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Middleby Corp (MIDD)

Smart Money Signals — MIDD

Buying streak — 1 quarter in a row

At the ownership peak (98% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 53% buying

Steady new buyers — ~66 new funds per quarter

63% of holders stayed for 2+ years

Steady discovery — ~66 new funds/quarter

Veteran-anchored — 69% veterans vs 22% newcomers

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — MIDD

Hedge Fund Ownership: MIDD

Market Analysis: MIDD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MIDD

Is It Too Late to Buy Middleby Corp (MIDD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MIDD

Statistics: MIDD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Middleby Corp (MIDD)

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