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 |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 255 | $44.0K | 0.00% | +171+203.6% | Added |
| First Horizon Advisors, Inc. | 259 | $44.0K | 0.00% | +259 | New |
| Caldwell Trust Co | 253 | $43.1K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 243 | $41.0K | 0.00% | +153+170.0% | Added |
| Clean Yield Group | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $28.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 167 | $28.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| RPg Family Wealth Advisory, LLC | 141 | $24.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 137 | $23.0K | 0.00% | −14−9.3% | Reduced |
| Lakeview Capital Partners, LLC | 20,314 | $20.0K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $19.0K | 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 |
| Sugarloaf Wealth Management, LLC | 96 | $16.0K | 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 |
| Huntington National Bank | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 70 | $12.0K | 0.00% | +70 | New |
| Carroll Financial Associates, Inc. | 62 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 60 | $10.0K | 0.00% | +6+11.1% | Added |
| Whittier Trust Co | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Leonteq Securities AG | 36 | $6.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $6.00K | 0.00% | +1+2.9% | Added |
| Bell Investment Advisors, Inc | 35 | $6.00K | 0.00% | +35 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glazer Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $0 | 0.00% | +2 | New |
| Gerber Kawasaki Wealth & Investment Management | 1 | – | – | +1 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −720,788−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −274,870−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −256,621−100.0% | Sold out |
| Mountaineer Partners Management, LLC | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −31,217−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −29,616−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −27,719−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −27,173−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −18,703−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −13,408−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −13,396−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −10,866−100.0% | Sold out |
| Rothschild & Co Wealth Management UK Ltd | 0 | $0 | 0.00% | −9,976−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −9,547−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,508−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −9,270−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −8,706−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,004−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −5,723−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,812−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,324−100.0% | Sold out |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −3,175−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,609−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |