Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Middleby Corp (MIDD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — MIDD

Based on 449 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
449 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

204 buying225 selling
Last quarter: 225 funds reduced or exited vs 204 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new MIDD position: 68 → 70 → 67 → 89. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
277 out of 449 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.
💰

Value +39% but shares only +22% — price-driven

Value
+39%
Shares
+21%
Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +22%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

74 → 68 → 70 → 67 → 89 new funds/Q
New funds entering each quarter: 68 → 70 → 67 → 89. A growing number of institutions are discovering MIDD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 455 holders: 309 (68%) are 2+ year veterans, 49 entered 1–2 years ago, and 97 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
55 of 449 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in MIDD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — MIDD

In 2026 Q2, 204 hedge funds were net buyers of MIDD (89 opened a new position, 115 added to an existing one), while 225 reduced or exited (170 trimmed, 55 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 54% of total institutional value in MIDD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 449.

Hedge Fund Ownership: MIDD

How many hedge funds hold MIDD — quarterly history vs. share price
Quarterly hedge fund ownership of MIDD vs. share price

Market Analysis: MIDD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MIDD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 3 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: MIDD
444 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 444 415 6.99%
13F Shares 47M 46M 3.42%
Total Value $6.95B $5.04B 38.0%
New Positions 87 67 +20
Increased Positions 113 147 -34
Closed Positions 58 58 -
Reduced Positions 168 128 +40
Total Calls 4 3 33.33%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: MIDD

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Financial Highlights

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Institutional Holders (2026 Q2)

444 + 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:
Top 25 MIDD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Garden Investment Management, L.P. 72.86% 3,379,737 $581.3M
2 Mountaineer Partners Management, LLC 8.80% 67,536 $11.6M
3 Pacific Capital Partners Ltd 5.16% 34,701 $6.0M
4 Mayar Capital Ltd. 5.06% 26,200 $4.5M
5 Medina Value Partners, LLC 4.72% 139,976 $24.1M
6 Turtle Creek Asset Management Inc. 3.95% 730,564 $101.1M
7 Clarkston Capital Partners, LLC 3.54% 243,851 $41.9M
8 Ariel Investments, LLC 2.82% 1,644,006 $282.8M
9 Broyhill Asset Management, LLC 2.59% 16,932 $2.9M
10 Cooke & Bieler LP 1.26% 631,996 $108.7M
11 Leith Wheeler Investment Counsel Ltd. 0.84% 64,105 $11.0M
12 Earnest Partners LLC 0.79% 1,272,385 $218.9M
13 ST. Nicholas Private Asset Management, Inc 0.70% 4,689 $807K
14 Riverwater Partners LLC 0.61% 11,917 $2.0M
15 Ancora Advisors LLC 0.52% 155,785 $26.8M
16 Select Equity Group, L.P. 0.48% 568,621 $97.8M
17 Edgestream Partners, L.P. 0.32% 63,310 $10.9M
18 Altar Rock LLC 0.31% 1,761 $262K
19 DRW Securities, LLC 0.27% 65,098 $11.2M
20 III Capital Management 0.26% 6,000 $1.0M
21 Soros Fund Management LLC 0.26% 124,000 $21.3M
22 Heartland Advisors Inc 0.25% 32,599 $5.6M
23 Cardinal Capital Management 0.24% 11,652 $2.0M
24 Wedge Capital Management L L P/Nc 0.24% 82,969 $14.3M
25 Ridgewood Investments LLC 0.23% 3,635 $625K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 48% buying: Last quarter: 225 funds reduced or exited vs 204 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MIDD holders?

Elite ownership — 54% AUM from top-100 funds: 55 of 449 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in MIDD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MIDD?

62% of holders stayed for 2+ years: 277 out of 449 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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