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Wellington discloses 2.6% Middleby (MIDD) stake for clients

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and affiliates have reported a 2.6% passive ownership stake in The Middleby Corporation’s common stock. The filing shows that Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP collectively report beneficial ownership of 1,307,816 shares.

They report shared voting power over 1,191,143 shares and shared dispositive power over 1,307,816 shares, with no sole voting or dispositive power. The securities are owned of record by clients of various Wellington investment advisers, and are held in the ordinary course of business, not for the purpose of changing or influencing control of Middleby.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What stake in The Middleby Corporation does Wellington report in this Schedule 13G/A for MIDD?

Wellington reports beneficial ownership of 1,307,816 Middleby common shares, representing 2.6% of the class. This ownership is reported across Wellington Management Group LLP and related holding entities and reflects shares held for clients of Wellington’s investment advisers.

Who are the reporting persons in Wellington’s Schedule 13G/A for The Middleby Corporation (MIDD)?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. These related entities sit atop various Wellington investment advisers whose clients own the Middleby common stock referenced in the ownership report.

Does Wellington have voting and dispositive power over its MIDD shares in The Middleby Corporation?

Wellington reports shared voting power over 1,191,143 shares and shared dispositive power over 1,307,816 shares, with no sole power. These powers relate to shares held for advisory clients, reflecting Wellington’s role as an investment adviser group.

Is Wellington’s 2.6% Middleby (MIDD) position a passive investment or intended to influence control?

Wellington certifies the Middleby shares were acquired and are held in the ordinary course of business as a passive investment. It states they were not acquired or held to change or influence control of The Middleby Corporation, consistent with a Schedule 13G filing.

Who ultimately benefits from the Middleby (MIDD) shares reported by Wellington in this filing?

The shares are owned of record by clients of one or more Wellington investment advisers identified in the filing. Those clients have the right to receive dividends and sale proceeds, and no individual client is known to hold more than five percent of the class.
Middleby Corp

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