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 2022
Institutional positions in MIDDLEBY Corp as of Dec 31, 2022. 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
- 332
- +13 vs. Q3 2022
- Shares held
- 53.9M
- −243.0K (−0.4%) vs. Q3 2022
- Total value
- $7.20B
- +$258.3M (+3.7%) vs. Q3 2022
- New holders
- 49
- 93 more added
- Sold out
- 36
- 124 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $134 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 134 | $396 | 0.00% | +134 | New |
| TCI Wealth Advisors, Inc. | 3 | $402 | 0.00% | −1−25.0% | Reduced |
| Sutton Wealth Advisors Inc. | 3 | $402 | 0.00% | −2−40.0% | Reduced |
| Global Retirement Partners, LLC | 4 | $536 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 5 | $670 | 0.00% | −5−50.0% | Reduced |
| Tfo-TDC, LLC | 10 | $703 | 0.00% | +10 | New |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 9 | $1.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $1.21K | 0.00% | −3−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $1.47K | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 12 | $1.61K | 0.00% | +12 | New |
| Baker Avenue Asset Management, LP | 12 | $1.61K | 0.00% | +12 | New |
| Lindbrook Capital, LLC | 13 | $1.74K | 0.00% | +11+550.0% | Added |
| SJS Investment Consulting Inc. | 14 | $1.88K | 0.00% | +4+40.0% | Added |
| Private Trust Co NA | 16 | $2.00K | 0.00% | −16−50.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 16 | $2.14K | 0.00% | +16 | New |
| Schubert & Co | 24 | $3.21K | 0.00% | −11−31.4% | Reduced |
| Farmers & Merchants Investments Inc | 25 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 25 | $3.35K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $3.62K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $3.62K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 28 | $3.75K | 0.00% | +28 | New |
| Versant Capital Management, Inc | 30 | $4.02K | 0.00% | −2−6.3% | Reduced |
| Orion Capital Management LLC | 30 | $4.02K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 32 | $4.29K | 0.00% | −2−5.9% | Reduced |
| Allworth Financial LP | 36 | $4.82K | 0.00% | +13+56.5% | Added |
| Washington Trust Advisors, Inc. | 38 | $5.09K | 0.00% | +3+8.6% | Added |
| Northwestern Mutual Wealth Management Co | 42 | $5.62K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 47 | $6.29K | 0.00% | −21−30.9% | Reduced |
| IMA Wealth, Inc. | 48 | $6.43K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 48 | $6.43K | 0.01% | +48 | New |
| Whittier Trust Co | 51 | $6.83K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $6.83K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 63 | $8.00K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 60 | $8.03K | 0.00% | +49+445.5% | Added |
| Brown, Lisle/Cummings, Inc. | 65 | $8.70K | 0.00% | +15+30.0% | Added |
| Salem Investment Counselors Inc | 70 | $9.37K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 70 | $9.37K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 79 | $10.6K | 0.00% | −27−25.5% | Reduced |
| PFS Partners, LLC | 85 | $11.4K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $12.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 96 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 101 | $14.0K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 105 | $14.1K | 0.00% | +105 | New |
| Peregrine Capital Management LLC | 110 | $15.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $16.1K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 150 | $20.1K | 0.01% | +150 | New |
| TD Private Client Wealth LLC | 157 | $21.0K | 0.00% | −5,361−97.2% | Reduced |
| Bartlett & Co. LLC | 167 | $22.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $22.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $22.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 184 | $25.0K | 0.00% | −4−2.1% | Reduced |
| Belpointe Asset Management LLC | 193 | $25.8K | 0.00% | +193 | New |
| Benjamin F. Edwards & Company, Inc. | 197 | $26.0K | 0.00% | −111−36.0% | Reduced |
| Massmutual Trust Co FSB | 191 | $26.0K | 0.00% | +3+1.6% | Added |
| Clean Yield Group | 200 | $26.8K | 0.01% | −10−4.8% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $29.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 238 | $31.9K | 0.01% | +38+19.0% | Added |
| IFP Advisors, Inc | 307 | $32.0K | 0.00% | +78+34.1% | Added |
| Parallel Advisors, LLC | 245 | $32.8K | 0.00% | −17−6.5% | Reduced |
| Caldwell Trust Co | 253 | $33.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 321 | $43.0K | 0.00% | −224−41.1% | Reduced |
| Fifth Third Bancorp | 325 | $43.5K | 0.00% | −137−29.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 369 | $49.4K | 0.00% | +369 | New |
| Quadrant Capital Group LLC | 433 | $58.0K | 0.01% | +124+40.1% | Added |
| Ossiam | 459 | $61.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 579 | $77.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 593 | $79.4K | 0.02% | −6−1.0% | Reduced |
| New Hampshire Trust | 650 | $87.0K | 0.02% | +650 | New |
| Umb Bank N A | 697 | $93.0K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 896 | $120.0K | 0.03% | −404−31.1% | Reduced |
| Ellevest, Inc. | 913 | $122.3K | 0.01% | +466+104.3% | Added |
| Arcadia Investment Management Corp | 1,000 | $133.9K | 0.03% | −300−23.1% | Reduced |
| Vestor Capital, LLC | 1,000 | $134.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,394 | $186.7K | 0.01% | +1,394 | New |
| Naples Global Advisors, LLC | 1,500 | $200.8K | 0.03% | +1,500 | New |
| Engineers Gate Manager LP | 1,595 | $213.6K | 0.01% | +1,595 | New |
| Ethic Inc. | 1,631 | $218.4K | 0.01% | +1,631 | New |
| Susquehanna International Group, LLP | 1,635 | $218.9K | 0.00% | +1,635 | New |
| Rockefeller Capital Management L.P. | 1,636 | $219.0K | 0.00% | −70−4.1% | Reduced |
| Montag A & Associates Inc | 1,669 | $223.5K | 0.01% | −606−26.6% | Reduced |
| AQR Capital Management LLC | 1,686 | $225.7K | 0.00% | −547−24.5% | Reduced |
| Macquarie Group Ltd | 1,720 | $230.0K | 0.00% | −474−21.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,891 | $242.0K | 0.00% | +573+43.5% | Added |
| Penserra Capital Management LLC | 1,816 | $243.0K | 0.01% | −291−13.8% | Reduced |
| Kestra Advisory Services, LLC | 1,859 | $248.9K | 0.00% | +1,859 | New |
| First Hawaiian Bank | 1,885 | $252.0K | 0.01% | −210−10.0% | Reduced |
| Sigma Planning Corp | 1,965 | $263.1K | 0.01% | −4−0.2% | Reduced |
| Greenleaf Trust | 1,994 | $267.0K | 0.00% | −57−2.8% | Reduced |
| CNB Bank | 2,002 | $268.1K | 0.17% | −127−6.0% | Reduced |
| SYSTM Wealth Solutions LLC | 2,028 | $271.5K | 0.03% | +2,028 | New |
| Dorchester Wealth Management Co | 2,050 | $274.5K | 0.06% | 00.0% | Unchanged |