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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 400 | $79.0K | 0.00% | +58+17.0% | Added |
| Allspring Global Investments Holdings, LLC | 376 | $73.0K | 0.00% | +376 | New |
| American Portfolios Advisors | 350 | $68.9K | 0.00% | −500−58.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 308 | $61.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 299 | $59.0K | 0.00% | +44+17.3% | Added |
| First Horizon Advisors, Inc. | 290 | $57.0K | 0.00% | +31+12.0% | Added |
| Harvest Fund Management Co., Ltd | 278 | $54.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 253 | $49.8K | 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 |
| Clean Yield Group | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Quadrant Capital Group LLC | 185 | $36.0K | 0.00% | +40+27.6% | Added |
| Freedman Financial Associates, Inc. | 180 | $35.0K | 0.02% | +180 | New |
| Leonteq Securities AG | 169 | $33.3K | 0.00% | +133+369.4% | Added |
| 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 |
| Massmutual Trust Co FSB | 148 | $29.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 141 | $27.7K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $22.0K | 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 |
| Sugarloaf Wealth Management, LLC | 96 | $19.0K | 0.00% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 85 | $17.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 85 | $16.7K | 0.01% | +85 | New |
| MUFG Americas Holdings Corp | 81 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Waterhouse Canada Inc. | 73 | $14.5K | 0.00% | +73 | New |
| Salem Investment Counselors Inc | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 59 | $12.0K | 0.00% | −1−1.7% | Reduced |
| Carroll Financial Associates, Inc. | 61 | $11.0K | 0.00% | −1−1.6% | Reduced |
| Whittier Trust Co | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $10.0K | 0.01% | +50 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $9.84K | 0.00% | +50 | New |
| IMA Wealth, Inc. | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 48 | $9.00K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 8 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 6 | $1.18K | 0.00% | +6 | 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 |
| Lindbrook Capital, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Assetmark, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |