Key facts
- · Holder: Vanguard Capital Management · Percent: 4.83% · SCHEDULE 13G/A
- · Holder: T. Rowe Price Associates, Inc. · Percent: 13.6% · SCHEDULE 13G/A
- · Holder: Select Equity Group, L.P. · Percent: 3.3% · SCHEDULE 13G/A
- · Holder: Jpmorgan Chase & Co · Percent: 5% · SCHEDULE 13G
- · Holder: Vanguard Capital Management · Percent: 5.1% · SCHEDULE 13G
Middleby Corp has 16 Schedule 13D or 13G filings on record since 2025-08-08. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | 13.6% | 6,420,118 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| Garden Investment Management, L.P. | 6.71% | 3,379,737 | SCHEDULE 13D/A, 2026-01-06 | 2026-01-06 |
| Jpmorgan Chase & Co | 5% | 2,367,289 | SCHEDULE 13G, 2026-05-13 | 2026-03-31 |
| Vanguard Capital Management | 4.83% | 2,186,922 | SCHEDULE 13G/A, 2026-07-31 | 2026-06-30 |
| Victory Capital Management, Inc. | 3.36% | 1,798,630 | SCHEDULE 13G/A, 2025-08-08 | 2025-06-30 |
| Select Equity Group, L.P. | 3.3% | 1,500,535 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| Wellington Management Group LLP | 2.6% | 1,307,816 | SCHEDULE 13G/A, 2026-02-10 | 2025-12-31 |
| The Goldman Sachs Group, Inc. | 0.1% | 70,471 | SCHEDULE 13G/A, 2025-08-19 | 2025-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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Purpose of Transaction (Item 4)
Garden Investment Management, L.P.
Item 4 of the Schedule 13D is hereby amended as follows: On January 6, 2026, GIM entered into an amendment to the Cooperation Agreement with the Issuer (the "Cooperation Agreement Amendment"), pursuant to which and subject to the terms set forth therein (i) the Issuer agreed to include Edward P. Garden in the Issuer's slate of director nominees for its 2026 Annual Meeting of Stockholders (the "2026 Annual Meeting") and to recommend, support and solicit proxies for the election of Mr. Garden at the 2026 Annual Meeting, (ii) the Standstill Period (as defined in the Cooperation Agreement) was extended until the earlier of Mr. Garden ceasing to serve on the Board or 45 days prior to the advance notice deadline for the Company's 2027 annual meeting of stockholders, and (iii) GIM's voting commitments under the Cooperation Agreement were extended to the 2026 Annual Meeting or, if applicable, any other meeting or action by written consent of stockholders solicited by the Company or any third party during the Standstill Period. The foregoing description of the Cooperation Agreement Amendment does not purport to be complete and is qualified in its entirety by the full text of the Cooperation Agreement Amendment, a copy of which is filed as Exhibit 99.6 hereto and incorporated herein by reference.Item 4 of the SCHEDULE 13D/A filed 2026-01-06
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-08 | Victory Capital Management, Inc. | 3.36% | SCHEDULE 13G/A |
| 2025-08-14 | The Goldman Sachs Group, Inc. | 7.4% | SCHEDULE 13G |
| 2025-08-19 | The Goldman Sachs Group, Inc. | 0.1% | SCHEDULE 13G/A |
| 2025-11-14 | T. Rowe Price Associates, Inc. | 7.6% | SCHEDULE 13G/A |
| 2025-11-14 | Select Equity Group, L.P. | 8.3% | SCHEDULE 13G/A |
| 2025-12-05 | T. Rowe Price Associates, Inc. | 10.3% | SCHEDULE 13G/A |
| 2026-01-06 | Garden Investment Management, L.P. | 6.71% | SCHEDULE 13D/A |
| 2026-02-10 | Wellington Management Group LLP | 2.6% | SCHEDULE 13G/A |
| 2026-02-17 | T. Rowe Price Associates, Inc. | 11.5% | SCHEDULE 13G/A |
| 2026-02-17 | Select Equity Group, L.P. | 6% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-30 | Vanguard Capital Management | 5.1% | SCHEDULE 13G |
| 2026-05-13 | Jpmorgan Chase & Co | 5% | SCHEDULE 13G |
| 2026-05-15 | T. Rowe Price Associates, Inc. | 13.6% | SCHEDULE 13G/A |
| 2026-05-15 | Select Equity Group, L.P. | 3.3% | SCHEDULE 13G/A |
| 2026-07-31 | Vanguard Capital Management | 4.83% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.