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, Q1 2023
Institutional positions in MIDDLEBY Corp as of Mar 31, 2023. 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
- 352
- +23 vs. Q4 2022
- Shares held
- 52.3M
- −1.51M (−2.8%) vs. Q4 2022
- Total value
- $7.67B
- +$481.6M (+6.7%) vs. Q4 2022
- New holders
- 45
- 125 more added
- Sold out
- 22
- 109 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q4 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 | $147 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $147 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $293 | 0.00% | −8−80.0% | Reduced |
| Dakota Community Bank & Trust NA | 9 | $471 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4 | $586 | 0.00% | −9−69.2% | Reduced |
| Baystate Wealth Management LLC | 4 | $586 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4 | $587 | 0.00% | +1+33.3% | Added |
| Glassman Wealth Services | 5 | $733 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $1.61K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $1.61K | 0.00% | +2+22.2% | Added |
| Baker Avenue Asset Management, LP | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.76K | 0.00% | −2−14.3% | Reduced |
| AdvisorNet Financial, Inc | 14 | $2.05K | 0.00% | +2+16.7% | Added |
| Private Trust Co NA | 16 | $2.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $3.67K | 0.00% | −2−7.4% | Reduced |
| Earnest Partners LLC | 27 | $3.96K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $3.96K | 0.00% | +3+12.5% | Added |
| Zions Bancorporation, N.A. | 28 | $4.11K | 0.00% | −4−12.5% | Reduced |
| Versant Capital Management, Inc | 30 | $4.40K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $4.84K | 0.00% | +6+22.2% | Added |
| Allworth Financial LP | 36 | $5.28K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 38 | $5.57K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $6.87K | 0.00% | −238−77.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 47 | $6.89K | 0.00% | +5+11.9% | Added |
| Signaturefd, LLC | 50 | $7.33K | 0.00% | +3+6.4% | Added |
| Steward Partners Investment Advisory, LLC | 51 | $7.48K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 51 | $7.48K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 63 | $9.00K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 65 | $9.53K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 70 | $10.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 70 | $10.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 78 | $11.4K | 0.00% | −18−18.8% | Reduced |
| First Manhattan Co | 79 | $11.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 85 | $12.5K | 0.00% | +85 | New |
| PFS Partners, LLC | 85 | $12.5K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $14.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $14.7K | 0.00% | +100 | New |
| Riverview Trust Co | 101 | $14.8K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $16.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $17.6K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 153 | $22.4K | 0.01% | +105+218.8% | Added |
| TD Private Client Wealth LLC | 157 | $23.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 162 | $23.8K | 0.00% | −29−15.2% | Reduced |
| Bartlett & Co. LLC | 167 | $24.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $24.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 172 | $25.0K | 0.00% | +168+4,200.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 197 | $29.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $29.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 208 | $30.0K | 0.00% | +24+13.0% | Added |
| Nomura Asset Management Co Ltd | 220 | $32.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 253 | $37.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 258 | $37.8K | 0.01% | +20+8.4% | Added |
| Fifth Third Bancorp | 361 | $52.9K | 0.00% | +36+11.1% | Added |
| Parallel Advisors, LLC | 369 | $54.1K | 0.00% | +124+50.6% | Added |
| Machina Capital S.A.S. | 393 | $57.6K | 0.05% | +393 | New |
| First Horizon Advisors, Inc. | 414 | $60.7K | 0.00% | +93+29.0% | Added |
| Quadrant Capital Group LLC | 527 | $77.3K | 0.01% | +94+21.7% | Added |
| Federation des caisses Desjardins du Quebec | 583 | $85.5K | 0.00% | +4+0.7% | Added |
| Parkside Financial Bank & Trust | 587 | $86.1K | 0.02% | −6−1.0% | Reduced |
| Belpointe Asset Management LLC | 616 | $90.3K | 0.00% | +423+219.2% | Added |
| Itau Unibanco Holding S.A. | 617 | $90.5K | 0.00% | +617 | New |
| New Hampshire Trust | 685 | $100.4K | 0.03% | +35+5.4% | Added |
| Umb Bank N A | 697 | $102.2K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 867 | $127.1K | 0.10% | +867 | New |
| Thomas White International Ltd | 896 | $131.4K | 0.03% | 00.0% | Unchanged |
| Ossiam | 907 | $133.0K | 0.00% | +448+97.6% | Added |
| Arcadia Investment Management Corp | 1,000 | $146.6K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $147.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,133 | $166.0K | 0.00% | −587−34.1% | Reduced |
| Raymond James & Associates | 1,377 | $201.9K | 0.00% | +1,377 | New |
| Echo Street Capital Management LLC | 1,377 | $201.9K | 0.00% | +1,377 | New |
| Advisory Services Network, LLC | 1,392 | $204.1K | 0.01% | −2−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,408 | $206.4K | 0.00% | +1,408 | New |
| Ballentine Partners, LLC | 1,436 | $210.5K | 0.01% | +1,436 | New |
| Bank of Nova Scotia | 1,454 | $213.2K | 0.00% | −187,546−99.2% | Reduced |
| CIBC Asset Management Inc | 1,462 | $214.3K | 0.00% | +1,462 | New |
| Beacon Investment Advisory Services, Inc. | 1,463 | $214.5K | 0.01% | +1,463 | New |
| Stifel Financial Corp | 1,483 | $217.4K | 0.00% | +1,483 | New |
| Naples Global Advisors, LLC | 1,500 | $219.9K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,580 | $231.6K | 0.00% | −1,017−39.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,612 | $236.0K | 0.00% | +1,612 | New |
| Montag A & Associates Inc | 1,669 | $244.7K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,692 | $248.1K | 0.00% | +57+3.5% | Added |
| Ronald Blue Trust, Inc. | 1,888 | $253.0K | 0.00% | −3−0.2% | Reduced |
| Penserra Capital Management LLC | 1,771 | $259.0K | 0.01% | −45−2.5% | Reduced |
| Boothbay Fund Management, LLC | 1,774 | $260.1K | 0.01% | +1,774 | New |
| Raymond James Financial Services Advisors, Inc. | 1,886 | $276.5K | 0.00% | −349−15.6% | Reduced |
| Profund Advisors LLC | 1,894 | $277.7K | 0.02% | −221−10.4% | Reduced |
| Sigma Planning Corp | 1,962 | $287.6K | 0.01% | −3−0.2% | Reduced |
| Greenleaf Trust | 1,988 | $291.5K | 0.00% | −6−0.3% | Reduced |