CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MIDD — MIDDLEBY Corp
CIK 884546
SAN FRANCISCO, CA
Position in MIDD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,947,994
+$9,013,054 QoQ
Shares Held
389,846
-7.5% QoQ
Ownership
0.862%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#32
of 449 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MIDD Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $10,603,267,139 across 56 Specialty Industrial Machinery names. MIDD ranks #28 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,114,132 | $2,483,809,121 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,441,744 | $1,410,198,640 | |
| 3 | ETN |
Eaton Corp plc
|
2,370,767 | $1,010,231,233 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,524,563 | $754,780,649 | |
| 5 | CMI |
Cummins Inc
|
887,180 | $632,745,647 | |
| 6 | EMR |
Emerson Electric Co
|
3,565,525 | $510,404,903 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,716,631 | $464,297,186 | |
| 8 | AME |
Ametek Inc/
|
1,435,060 | $347,198,415 |
All Filings in MIDD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,947,994 | 313,633 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $44,934,940 | 338,927 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $48,295,601 | 324,851 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $42,982,790 | 323,349 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $51,682,340 | 358,905 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $53,624,165 | 352,837 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $47,166,790 | 348,223 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $47,915,114 | 344,391 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $41,897,682 | 341,715 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $54,060,333 | 336,217 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $48,630,251 | 330,436 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $41,269,516 | 322,418 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $47,018,067 | 318,055 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $46,964,016 | 320,333 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $42,726,304 | 319,091 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $39,119,008 | 305,212 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,665,925 | 300,462 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $49,441,521 | 301,583 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $71,798,882 | 364,906 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $60,610,172 | 355,464 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $60,625,590 | 349,911 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $58,361,219 | 352,104 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $45,197,798 | 350,588 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $31,157,823 | 347,317 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $29,279,142 | 370,904 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $21,153,009 | 371,888 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||