MIDDLEBY Corp
MIDD- Exchange
- Nasdaq
- Industry
- Refrigeration & Service Industry Machinery
- SEC CIK
- 0000769520
No open-market purchases or sales by MIDDLEBY Corp insiders were filed in the last 90 days; 454 institutions reported holding it in 13F filings for Q2 2026, worth $8.11B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in MIDDLEBY Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 365
- −4 vs. Q2 2021
- Shares held
- 57.3M
- +1.43M (+2.6%) vs. Q2 2021
- Total value
- $9.44B
- −$241.0M (−2.5%) vs. Q2 2021
- New holders
- 43
- 127 more added
- Sold out
- 47
- 109 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MIDD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 454 | $8.11B |
| Q1 2026 | 420 | $6.36B |
| Q4 2025 | 414 | $7.63B |
| Q3 2025 | 425 | $6.96B |
| Q2 2025 | 427 | $8.09B |
| Q1 2025 | 411 | $8.63B |
| Q4 2024 | 393 | $7.96B |
| Q3 2024 | 388 | $7.69B |
| Q2 2024 | 358 | $6.75B |
| Q1 2024 | 371 | $8.68B |
| Q4 2023 | 347 | $7.81B |
| Q3 2023 | 343 | $6.78B |
| Q2 2023 | 354 | $7.71B |
| Q1 2023 | 352 | $7.67B |
| Q4 2022 | 332 | $7.20B |
| Q3 2022 | 325 | $6.99B |
| Q2 2022 | 333 | $6.80B |
| Q1 2022 | 388 | $9.01B |
| Q4 2021 | 378 | $10.8B |
| Q3 2021 | 365 | $9.44B |
| Q2 2021 | 375 | $9.78B |
| Q1 2021 | 356 | $9.09B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glazer Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $0 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Global Retirement Partners, LLC | 10 | $2.00K | 0.00% | +10 | New |
| GW&K Investment Management, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 21 | $4.00K | 0.00% | +3+16.7% | Added |
| Howe & Rusling Inc | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 27 | $5.00K | 0.00% | +4+17.4% | Added |
| Harbour Investments, Inc. | 32 | $5.00K | 0.00% | +9+39.1% | Added |
| Zions Bancorporation, N.A. | 35 | $6.00K | 0.00% | +1+2.9% | Added |
| Bell Investment Advisors, Inc | 35 | $6.00K | 0.00% | +35 | New |
| Leonteq Securities AG | 36 | $6.14K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 46 | $7.00K | 0.00% | +13+39.4% | Added |
| Schroder Investment Management Group | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 62 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 60 | $10.0K | 0.00% | +6+11.1% | Added |
| Investors Research Corp | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 70 | $12.0K | 0.00% | +70 | New |
| Huntington National Bank | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 81 | $14.0K | 0.00% | +81 | New |
| NN Investment Partners Holdings N.V. | 85 | $14.0K | 0.00% | +85 | New |
| Sugarloaf Wealth Management, LLC | 96 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 106 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 104 | $18.0K | 0.00% | +104 | New |
| Peregrine Capital Management LLC | 110 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 20,314 | $20.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 137 | $23.0K | 0.00% | −14−9.3% | Reduced |
| RPg Family Wealth Advisory, LLC | 141 | $24.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 145 | $25.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 145 | $25.0K | 0.00% | +3+2.1% | Added |
| Jacobi Capital Management LLC | 145 | $25.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 148 | $25.0K | 0.00% | +119+410.3% | Added |
| Parallel Advisors, LLC | 160 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 163 | $27.0K | 0.00% | +163 | New |
| Neo Ivy Capital Management | 343 | $27.0K | 0.03% | +343 | New |
| Plante Moran Financial Advisors, LLC | 165 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 167 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $28.5K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 243 | $41.0K | 0.00% | +153+170.0% | Added |
| Caldwell Trust Co | 253 | $43.1K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 255 | $44.0K | 0.00% | +171+203.6% | Added |
| First Horizon Advisors, Inc. | 259 | $44.0K | 0.00% | +259 | New |
| Proequities, Inc. | 262 | $45.0K | 0.00% | +7+2.7% | Added |
| Thompson Siegel & Walmsley LLC | 270 | $46.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 278 | $47.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 300 | $51.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 308 | $53.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 342 | $58.0K | 0.00% | +68+24.8% | Added |
| Captrust Financial Advisors | 471 | $80.0K | 0.00% | −7−1.5% | Reduced |
| Private Capital Group, LLC | 510 | $87.0K | 0.02% | +90+21.4% | Added |
| Total Clarity Wealth Management, Inc. | 550 | $94.0K | 0.04% | +550 | New |
| Bedel Financial Consulting, Inc. | 600 | $102.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 639 | $109.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 770 | $131.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 850 | $144.9K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 848 | $145.0K | 0.00% | +848 | New |
| Smith Group Asset Management, LLC | 875 | $149.0K | 0.01% | +875 | New |
| Dark Forest Capital Management LP | 1,019 | $174.0K | 0.06% | +1,019 | New |
| Arcadia Investment Management Corp | 1,175 | $200.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,200 | $205.0K | 0.01% | +1,200 | New |
| Bessemer Group Inc | 1,211 | $206.0K | 0.00% | −33−2.7% | Reduced |
| Parkside Financial Bank & Trust | 1,239 | $212.0K | 0.06% | +10+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,289 | $220.0K | 0.00% | +1,289 | New |
| Thomas White International Ltd | 1,300 | $222.0K | 0.03% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,314 | $224.0K | 0.02% | +1,314 | New |
| Brouwer & Janachowski, LLC | 1,328 | $226.0K | 0.04% | +1,328 | New |
| CNB Bank | 1,351 | $230.0K | 0.14% | +1,351 | New |
| RMR Wealth Builders | 1,409 | $240.0K | 0.07% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,463 | $249.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,467 | $250.0K | 0.01% | +15+1.0% | Added |
| Crawford Investment Counsel Inc | 1,475 | $252.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,500 | $256.0K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,500 | $256.0K | 0.03% | 00.0% | Unchanged |
| Advent Capital Management | 1,530 | $261.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,546 | $264.0K | 0.01% | −18−1.2% | Reduced |
| IBM Retirement Fund | 1,562 | $266.0K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,700 | $289.0K | 0.02% | −36−2.1% | Reduced |
| Blueshift Asset Management, LLC | 1,760 | $300.0K | 0.02% | −1,664−48.6% | Reduced |