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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 66,006 | $13.0M | 0.02% | −598−0.9% | Reduced |
| Advantage Alpha Capital Partners LP | 68,483 | $13.5M | 1.92% | +10,444+18.0% | Added |
| Retirement Systems of Alabama | 72,841 | $14.3M | 0.05% | +815+1.1% | Added |
| Driehaus Capital Management LLC | 75,742 | $14.9M | 0.15% | +1,696+2.3% | Added |
| New York State Common Retirement Fund | 76,805 | $15.1M | 0.02% | +97+0.1% | Added |
| California State Teachers Retirement System | 77,257 | $15.2M | 0.02% | −15,867−17.0% | Reduced |
| Millennium Management LLC | 79,378 | $15.6M | 0.02% | −76,417−49.0% | Reduced |
| Envestnet Asset Management Inc | 80,785 | $15.9M | 0.01% | +18,360+29.4% | Added |
| Russell Investments Group, Ltd. | 82,953 | $16.3M | 0.03% | +64,250+343.5% | Added |
| Disciplined Growth Investors Inc | 84,287 | $16.6M | 0.33% | −273,540−76.4% | Reduced |
| Legal & General Group Plc | 84,948 | $16.7M | 0.01% | +3,992+4.9% | Added |
| Adage Capital Partners GP, L.L.C. | 85,300 | $16.8M | 0.03% | −37,700−30.7% | Reduced |
| UBS Asset Management Americas Inc | 87,388 | $17.2M | 0.01% | −4,909−5.3% | Reduced |
| American International Group, Inc. | 94,202 | $18.5M | 0.09% | −1,735−1.8% | Reduced |
| Morgan Stanley | 100,801 | $19.8M | 0.00% | −40,758−28.8% | Reduced |
| Norris Perne & French LLP | 101,802 | $20.0M | 1.55% | −554−0.5% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 102,205 | $20.1M | 1.25% | +5,603+5.8% | Added |
| D. E. Shaw & Co., Inc. | 110,069 | $21.7M | 0.03% | −99,737−47.5% | Reduced |
| First Trust Advisors LP | 112,272 | $22.1M | 0.02% | +23,190+26.0% | Added |
| Westwood Management Corp | 114,100 | $22.4M | 1.72% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 117,612 | $23.1M | 0.01% | −178,853−60.3% | Reduced |
| California Public Employees Retirement System | 118,395 | $23.3M | 0.02% | −5,201−4.2% | Reduced |
| Swiss National Bank | 122,500 | $24.1M | 0.01% | −400−0.3% | Reduced |
| Fred Alger Management, LLC | 127,304 | $25.0M | 0.06% | +25,905+25.5% | Added |
| Ameriprise Financial Inc | 137,206 | $27.0M | 0.01% | +1,224+0.9% | Added |
| Credential Qtrade Securities Inc. | 143,943 | $28.3M | 1.91% | +8,565+6.3% | Added |
| Rhumbline Advisers | 144,406 | $28.4M | 0.03% | +2,877+2.0% | Added |
| Falcon Edge Capital, LP | 153,425 | $30.2M | 3.39% | +64,924+73.4% | Added |
| Amundi | 164,416 | $32.3M | 0.02% | −17,759−9.7% | Reduced |
| Ariel Investments, LLC | 166,303 | $32.7M | 0.28% | +3,187+2.0% | Added |
| Alyeska Investment Group, L.P. | 194,313 | $38.2M | 0.44% | +178,350+1,117.3% | Added |
| Riverbridge Partners LLC | 201,269 | $39.6M | 0.39% | +5,209+2.7% | Added |
| Deutsche Bank AG | 210,438 | $41.4M | 0.02% | +94,308+81.2% | Added |
| Royce & Associates LP | 215,172 | $42.3M | 0.32% | +4,152+2.0% | Added |
| HighTower Advisors, LLC | 215,515 | $42.4M | 0.09% | +14,329+7.1% | Added |
| Bank of Nova Scotia | 232,331 | $45.7M | 0.07% | −215,406−48.1% | Reduced |
| Citigroup Inc | 246,845 | $48.6M | 0.04% | −12,455−4.8% | Reduced |
| Epoch Investment Partners, Inc. | 246,918 | $48.6M | 0.25% | +77,309+45.6% | Added |
| Parametric Portfolio Associates LLC | 298,140 | $58.7M | 0.03% | −6,682−2.2% | Reduced |
| Balyasny Asset Management LLC | 315,260 | $62.0M | 0.26% | −34,535−9.9% | Reduced |
| Pictet Asset Management SA | 318,470 | $62.7M | 0.06% | +23,257+7.9% | Added |
| Eaton Vance Management | 334,655 | $65.8M | 0.08% | +11,461+3.5% | Added |
| Boston Trust Walden Corp | 348,809 | $68.6M | 0.55% | −1010.0% | Reduced |
| Ardevora Asset Management LLP | 357,756 | $70.4M | 0.75% | +23,900+7.2% | Added |
| Select Equity Group, L.P. | 359,800 | $70.8M | 0.21% | −234,968−39.5% | Reduced |
| Charles Schwab Investment Management Inc | 364,906 | $71.8M | 0.02% | +9,442+2.7% | Added |
| Citadel Advisors LLC | 387,890 | $76.3M | 0.08% | −684,697−63.8% | Reduced |
| Principal Financial Group Inc | 391,787 | $77.1M | 0.05% | +5,441+1.4% | Added |
| Bank of Montreal | 418,253 | $82.9M | 0.04% | −13,298−3.1% | Reduced |
| Capital World Investors | 449,500 | $88.4M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 461,818 | $90.9M | 0.01% | −9,316−2.0% | Reduced |
| Bank of New York Mellon Corp | 510,743 | $100.5M | 0.02% | −33,401−6.1% | Reduced |
| Dimensional Fund Advisors LP | 535,439 | $105.4M | 0.03% | −1,873−0.3% | Reduced |
| Westwood Holdings Group Inc. | 538,634 | $106.0M | 0.95% | +133,166+32.8% | Added |
| Thrivent Financial for Lutherans | 574,066 | $112.9M | 0.22% | −6,218−1.1% | Reduced |
| Invesco Ltd. | 605,163 | $119.1M | 0.03% | −12,827−2.1% | Reduced |
| Bank of America Corp | 611,637 | $120.3M | 0.01% | −94,064−13.3% | Reduced |
| CIBC Private Wealth Group, LLC | 624,487 | $122.9M | 0.25% | −12,782−2.0% | Reduced |
| Boston Partners | 636,180 | $125.2M | 0.15% | +627,944+7,624.4% | Added |
| Geode Capital Management, LLC | 731,793 | $144.0M | 0.02% | +14,099+2.0% | Added |
| Norges Bank | 744,576 | $146.5M | 0.03% | +12,067+1.6% | Added |
| ArrowMark Colorado Holdings LLC | 889,421 | $175.0M | 1.41% | −8,705−1.0% | Reduced |
| Turtle Creek Asset Management Inc. | 1,121,023 | $220.6M | 7.31% | +10,850+1.0% | Added |
| Macquarie Group Ltd | 1,160,803 | $228.4M | 0.19% | −19,468−1.6% | Reduced |
| Nordea Investment Management AB | 1,323,910 | $261.1M | 0.31% | +66,462+5.3% | Added |
| Fiera Capital Corp | 1,344,790 | $264.6M | 0.62% | −20,051−1.5% | Reduced |
| State Street Corp | 1,387,913 | $273.1M | 0.01% | +28,601+2.1% | Added |
| Price T Rowe Associates Inc | 1,480,632 | $291.3M | 0.03% | +466,219+46.0% | Added |
| Alliancebernstein L.P. | 1,515,971 | $298.3M | 0.11% | +125,714+9.0% | Added |
| JPMorgan Chase & Co | 1,539,848 | $303.0M | 0.04% | −75,291−4.7% | Reduced |
| Goldman Sachs Group Inc | 1,731,799 | $340.7M | 0.08% | +313,301+22.1% | Added |
| Sarasin & Partners LLP | 1,733,656 | $341.1M | 3.11% | +176,759+11.4% | Added |
| Brookfield Asset Management Inc. | 2,063,942 | $406.1M | 1.58% | 00.0% | Unchanged |
| Victory Capital Management Inc | 2,195,291 | $431.9M | 0.40% | −229,183−9.5% | Reduced |
| EdgePoint Investment Group Inc. | 2,526,833 | $497.2M | 3.79% | −457,565−15.3% | Reduced |
| Wellington Management Group LLP | 4,380,544 | $861.9M | 0.14% | +109,550+2.6% | Added |
| BlackRock Inc. | 4,489,479 | $883.3M | 0.02% | +9,876+0.2% | Added |
| Vanguard Group Inc | 5,157,905 | $1.01B | 0.02% | +5,929+0.1% | Added |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −8,211−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −33,713−100.0% | Sold out |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,922−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −12,632−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,794−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −10,915−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,184−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,078−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,312−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,315−100.0% | Sold out |
| Amtrust Financial Services, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,005−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,117−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,787−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −1,769−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,562−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |