MIDD · MIDDLEBY Corp · Shareholders & Ownership

$107.76 -0.02 (-0.02%) At close · Oct 19

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$4.87B

45.22M

Volume · Oct 19 387.66K Avg daily vol (3M) 563.95K

Every disclosed holder of MIDD in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns MIDD

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	453	47,446,519	104.92%	Yes
Insiders (Forms 3, 4, 5)	16	764,656	1.69%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,988,826	-6.61%	Negative
Registered funds (N-PORT, not summed)	421	20,099,638	44.45%	No

Shares outstanding: 45,222,349, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of MIDD

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,814,110	12.86%	-600,291	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	1,525,941	3.37%	-47,161	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
1.2	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	176,000	0.39%	-174,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
1.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	166,685	0.37%	+56,071	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
1.4	T. Rowe Price Large-Cap Value Fund Fund S000002093 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	148,094	0.33%	-15,752	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
1.5	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	125,705	0.28%	-187,716	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,930,209	8.69%	-321,998	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,423,669	3.15%	-110,599	Jun 30, 2026	iShares Trust, not summed
2.2	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	208,953	0.46%	-26,658	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	177,930	0.39%	-3,772	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	96,977	0.21%	-12,038	Jun 30, 2026	iShares Trust, not summed
2.5	BlackRock Mid-Cap Value Fund Fund S000002541 · Registered fund · Jul 31, 2026 BlackRock Mid-Cap Value Series, Inc., not summed	78,968	0.17%	+4,283	Jul 31, 2026	BlackRock Mid-Cap Value Series, Inc., not summed
3	GARDEN EDWARD P Insider CIK 1257864 · Mar 6, 2026 Director, issuer-wide, not summed	3,382,006	7.48%	+2,269	Mar 6, 2026	Director, issuer-wide, not summed
4	Garden Investment Management, L.P. 13F CIK 2044217 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,379,737	7.47%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
5	JPMORGAN CHASE & CO 13G CIK 19617 · Bank · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,051,817	4.54%	-315,472	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.1	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,444,717	5.41%	+77,402	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,880,180	4.16%	+496,652	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	770,562	1.70%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
6.2	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	598,200	1.32%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
6.3	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	319,287	0.71%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6.4	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	41,683	0.09%	+5,552	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
6.5	Invesco V.I. American Value Fund Fund S000027881 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	31,443	0.07%	+118	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,860,358	4.11%	-192,271	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	VANGUARD CAPITAL MANAGEMENT LLC 13G CIK 2100119 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,186,922	4.84%	-221,287	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,770,556	3.92%	-204,164	Jun 30, 2026	carried, not yet filed for the newest quarter
9	ARIEL INVESTMENTS, LLC 13F CIK 936753 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,644,006	3.64%	+69,476	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Ariel Fund Fund S000005024 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	568,165	1.26%	0	Jun 30, 2026	Ariel Investment Trust, not summed
9.2	Ariel Appreciation Fund Fund S000005025 · Registered fund · Jun 30, 2026 Ariel Investment Trust, not summed	186,941	0.41%	0	Jun 30, 2026	Ariel Investment Trust, not summed
9.3	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	125,319	0.28%	-15	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	49,047	0.11%	+1,397	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
9.5	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	34,803	0.08%	+501	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,348,090	2.98%	+1,316,781	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	378,600	0.84%	—	Jul 31, 2026	Fidelity Puritan Trust, not summed
10.2	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	263,000	0.58%	—	Jul 31, 2026	Fidelity Capital Trust, not summed
10.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	237,848	0.53%	-4,287	May 31, 2026	Fidelity Concord Street Trust, not summed
10.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	172,933	0.38%	-25,814	May 31, 2026	Fidelity Rutland Square Trust II, not summed
10.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	164,170	0.36%	-12,254	Jul 31, 2026	Fidelity Salem Street Trust, not summed
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,333,186	2.95%	-91,500	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	210,567	0.47%	-16,034	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	64,104	0.14%	-7,290	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	14,997	0.03%	-1,700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	8,095	0.02%	-3,236	Jun 30, 2026	SPDR SERIES TRUST, not summed
11.5	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF Fund S000033831 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	792	0.00%	+126	Jun 30, 2026	SPDR SERIES TRUST, not summed
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,326,986	2.93%	+217,127	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	181,259	0.40%	+892	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	150,725	0.33%	+5,055	Jul 31, 2026	Dimensional ETF Trust, not summed
12.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	117,298	0.26%	+39,154	Jul 31, 2026	Dimensional ETF Trust, not summed
12.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	103,058	0.23%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
12.5	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	94,549	0.21%	+71,755	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,292,616	2.86%	-147,879	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,272,385	2.81%	-19,847	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,148,400	2.54%	+223,260	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	933,585	2.06%	-111,686	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	JPMorgan Mid Cap Value Fund Fund S000004475 · Registered fund · Jun 30, 2026 J.P. Morgan Fleming Mutual Fund Group, Inc., not summed	888,941	1.97%	+67,456	Jun 30, 2026	J.P. Morgan Fleming Mutual Fund Group, Inc., not summed
18	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	806,947	1.78%	-45,719	Jun 30, 2026	carried, not yet filed for the newest quarter
19	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	764,765	1.69%	-38,618	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	SIIT LARGE CAP DISCIPLINED EQUITY FUND Fund S000006769 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	10,570	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
19.2	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	8,850	0.02%	—	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
19.3	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	7,625	0.02%	+500	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
19.4	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,500	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
19.5	Catholic Values Equity Fund Fund S000048320 · Registered fund · May 31, 2026 SEI CATHOLIC VALUES TRUST, not summed	535	0.00%	0	May 31, 2026	SEI CATHOLIC VALUES TRUST, not summed
20	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	755,818	1.67%	-444,189	Jun 30, 2026	carried, not yet filed for the newest quarter
21	TURTLE CREEK ASSET MANAGEMENT INC. 13F CIK 1484148 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	730,564	1.62%	-212,950	Jun 30, 2026	carried, not yet filed for the newest quarter
22	COOKE & BIELER LP 13F CIK 24386 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	631,996	1.40%	+82,562	Jun 30, 2026	carried, not yet filed for the newest quarter
23	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	601,107	1.33%	-27,060	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	CTIVP - T. Rowe Price Large Cap Value Fund Fund S000028696 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	122,203	0.27%	-2,438	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
23.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	33,100	0.07%	-1,072	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
23.3	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	18,527	0.04%	+2,717	Jul 31, 2026	Columbia ETF Trust I, not summed
23.4	Multi-Manager Directional Alternative Strategies Fund Fund S000055250 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	3,004	0.01%	+1,096	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
23.5	Columbia Research Enhanced Value ETF Fund S000066077 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	1,557	0.00%	-32	Jul 31, 2026	Columbia ETF Trust I, not summed
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	596,654	1.32%	+33,100	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	591,179	1.31%	-74,466	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	568,621	1.26%	-931,846	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	563,023	1.25%	+274,598	Jun 30, 2026	carried, not yet filed for the newest quarter
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	535,969	1.19%	+446,494	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	1,447	0.00%	-231	May 31, 2026	Goldman Sachs ETF Trust II, not summed
28.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	750	0.00%	+18	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
28.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	612	0.00%	-36	May 31, 2026	Goldman Sachs ETF Trust, not summed
29	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	486,167	1.08%	-71,968	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	67	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	476,930	1.05%	-40,007	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	457,742	1.01%	+1,171	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	454,840	1.01%	+189,170	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
33	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	426,152	0.94%	+66,365	Jun 30, 2026	carried, not yet filed for the newest quarter
34	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	420,670	0.93%	+215,400	Jun 30, 2026	carried, not yet filed for the newest quarter
35	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	418,808	0.93%	-362,468	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	401,153	0.89%	-29,854	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	6,910	0.02%	-1,276	Jul 31, 2026	BNY Mellon ETF Trust, not summed
37	FITZGERALD TIMOTHY JOHN Insider CIK 1248449 · Oct 2, 2026 Director, issuer-wide	397,550	0.88%	—	Oct 2, 2026	Director, issuer-wide
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	380,171	0.84%	-37,053	Jun 30, 2026	carried, not yet filed for the newest quarter
39	JPMorgan Value Advantage Fund Fund S000002796 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	370,275	0.82%	+18,858	Jun 30, 2026	JPMorgan Trust I, not summed
40	JPMorgan Mid Cap Equity Fund Fund S000002793 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	342,152	0.76%	+39,803	Jun 30, 2026	JPMorgan Trust I, not summed
41	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	314,658	0.70%	-98,757	Jun 30, 2026	carried, not yet filed for the newest quarter
42	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	313,633	0.69%	-25,294	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	262,826	0.58%	-24,945	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Clarkston Capital Partners, LLC 13F CIK 1562855 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	243,851	0.54%	-45,665	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Clarkston Partners Fund Fund S000050589 · Registered fund · Jun 30, 2026 ALPS SERIES TRUST, not summed	77,000	0.17%	-6,000	Jun 30, 2026	ALPS SERIES TRUST, not summed
44.2	Clarkston Founders Fund Fund S000053615 · Registered fund · Jun 30, 2026 ALPS SERIES TRUST, not summed	14,500	0.03%	-28,500	Jun 30, 2026	ALPS SERIES TRUST, not summed
45	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	233,077	0.52%	+68,052	Jun 30, 2026	carried, not yet filed for the newest quarter
46	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	215,048	0.48%	+160,352	Jun 30, 2026	carried, not yet filed for the newest quarter
47	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	212,561	0.47%	-105,247	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Mid Cap Intrinsic Value Portfolio Fund S000008201 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	5,246	0.01%	+3,662	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
47.2	Neuberger Mid Cap Intrinsic Value Fund Fund S000007846 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	2,554	0.01%	+1,755	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
48	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	200,942	0.44%	-19,807	Jun 30, 2026	JPMorgan Trust I, not summed
49	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	195,321	0.43%	+195,321	Jun 30, 2026	carried, not yet filed for the newest quarter
50	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	186,008	0.41%	+40,597	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 769520 CUSIP 596278101 13F (30d) 48 filings 47 filers Visit website Investor relations