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, Q4 2021
Institutional positions in MIDDLEBY Corp as of Dec 31, 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
- 378
- +19 vs. Q3 2021
- Shares held
- 55.0M
- −2.36M (−4.1%) vs. Q3 2021
- Total value
- $10.8B
- +$1.36B (+14.4%) vs. Q3 2021
- New holders
- 60
- 125 more added
- Sold out
- 41
- 107 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 2 | $0 | 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 |
| Lindbrook Capital, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 6 | $1.18K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 8 | $1.57K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 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 |
| JFS Wealth Advisors, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Earnest Partners LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 24 | $5.00K | 0.00% | +3+14.3% | Added |
| Gemmer Asset Management LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 26 | $5.00K | 0.00% | +26 | New |
| Washington Trust Advisors, Inc. | 24 | $5.00K | 0.00% | +24 | New |
| Fortitude Advisory Group L.L.C. | 26 | $5.00K | 0.00% | +26 | New |
| Howe & Rusling Inc | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 29 | $6.00K | 0.00% | +29 | New |
| Zions Bancorporation, N.A. | 34 | $7.00K | 0.00% | −1−2.9% | Reduced |
| Bell Investment Advisors, Inc | 38 | $7.00K | 0.00% | +3+8.6% | Added |
| Covestor Ltd | 35 | $7.00K | 0.01% | +35 | New |
| Northwestern Mutual Wealth Management Co | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 40 | $8.00K | 0.00% | +40 | New |
| John W. Brooker & Co., CPAs | 40 | $8.00K | 0.00% | +40 | New |
| IMA Wealth, Inc. | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 48 | $9.00K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $9.84K | 0.00% | +50 | New |
| Whittier Trust Co | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $10.0K | 0.01% | +50 | New |
| Carroll Financial Associates, Inc. | 61 | $11.0K | 0.00% | −1−1.6% | Reduced |
| Ellevest, Inc. | 59 | $12.0K | 0.00% | −1−1.7% | Reduced |
| Salem Investment Counselors Inc | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 73 | $14.5K | 0.00% | +73 | New |
| Huntington National Bank | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 77 | $15.0K | 0.00% | +32+71.1% | Added |
| KB Financial Partners, LLC | 75 | $15.0K | 0.00% | +75 | New |
| MUFG Americas Holdings Corp | 81 | $16.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 85 | $16.7K | 0.01% | +85 | New |
| NN Investment Partners Holdings N.V. | 85 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $19.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 100 | $20.0K | 0.00% | −45−31.0% | Reduced |
| Lakeview Capital Partners, LLC | 20,314 | $20.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 106 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 101 | $20.0K | 0.00% | +101 | New |
| Peregrine Capital Management LLC | 110 | $22.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 141 | $27.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 148 | $29.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $32.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 163 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 165 | $32.0K | 0.00% | +165 | New |
| Leonteq Securities AG | 169 | $33.3K | 0.00% | +133+369.4% | Added |
| Freedman Financial Associates, Inc. | 180 | $35.0K | 0.02% | +180 | New |
| Quadrant Capital Group LLC | 185 | $36.0K | 0.00% | +40+27.6% | Added |
| Parallel Advisors, LLC | 191 | $38.0K | 0.00% | +31+19.4% | Added |
| Steward Partners Investment Advisory, LLC | 191 | $38.0K | 0.00% | +54+39.4% | Added |
| Clean Yield Group | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 245 | $48.0K | 0.00% | −65,584−99.6% | Reduced |
| Proequities, Inc. | 246 | $48.0K | 0.00% | −16−6.1% | Reduced |
| Caldwell Trust Co | 253 | $49.8K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 278 | $54.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 290 | $57.0K | 0.00% | +31+12.0% | Added |
| NEXT Financial Group, Inc | 299 | $59.0K | 0.00% | +44+17.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 308 | $61.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 350 | $68.9K | 0.00% | −500−58.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 376 | $73.0K | 0.00% | +376 | New |
| Fifth Third Bancorp | 400 | $79.0K | 0.00% | +58+17.0% | Added |
| CWM, LLC | 440 | $87.0K | 0.00% | +440 | New |
| Private Capital Group, LLC | 511 | $101.0K | 0.02% | +1+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 550 | $108.0K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 568 | $112.0K | 0.00% | +97+20.6% | Added |
| Bedel Financial Consulting, Inc. | 600 | $118.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 639 | $125.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 705 | $139.0K | 0.01% | +705 | New |
| Umb Bank N A | 723 | $142.0K | 0.00% | +723 | New |
| Group One Trading, L.P. | 800 | $157.0K | 0.00% | +800 | New |
| MidWestOne Financial Group, Inc. | 1,049 | $206.0K | 0.04% | +1,049 | New |
| TRUE Private Wealth Advisors | 1,054 | $207.0K | 0.03% | +1,054 | New |
| Latitude Advisors, LLC | 1,068 | $210.0K | 0.06% | +1,068 | New |
| Alps Advisors Inc | 1,087 | $214.0K | 0.00% | +1,087 | New |
| Regions Financial Corp | 1,093 | $215.0K | 0.00% | +1,093 | New |
| Arcadia Investment Management Corp | 1,175 | $231.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,200 | $236.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,201 | $237.0K | 0.06% | −38−3.1% | Reduced |
| Bessemer Group Inc | 1,211 | $238.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,233 | $243.0K | 0.00% | −4,703−79.2% | Reduced |
| Cigna Investments Inc | 1,260 | $247.0K | 0.02% | −440−25.9% | Reduced |
| Old National Bancorp | 1,272 | $250.0K | 0.01% | +1,272 | New |
| Point72 Hong Kong Ltd | 1,280 | $252.0K | 0.02% | +1,280 | New |