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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 1,992 | $292.0K | 0.04% | −36−1.8% | Reduced |
| Ellevest, Inc. | 2,015 | $295.4K | 0.02% | +1,102+120.7% | Added |
| Dorchester Wealth Management Co | 2,050 | $300.6K | 0.06% | 00.0% | Unchanged |
| CNB Bank | 2,064 | $302.6K | 0.18% | +62+3.1% | Added |
| Chesley Taft & Associates LLC | 2,080 | $304.9K | 0.02% | −180−8.0% | Reduced |
| Simon Quick Advisors, LLC | 2,085 | $305.7K | 0.03% | +2,085 | New |
| Pacer Advisors, Inc. | 2,140 | $313.7K | 0.00% | −8,186−79.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,226 | $326.0K | 0.00% | +70+3.2% | Added |
| M Holdings Securities, Inc. | 2,223 | $326.0K | 0.03% | +2,223 | New |
| Hoylecohen, LLC | 2,300 | $337.2K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,455 | $359.9K | 0.07% | +2,455 | New |
| M&T Bank Corp | 2,549 | $373.9K | 0.00% | +134+5.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,642 | $387.3K | 0.04% | −498−15.9% | Reduced |
| Silvercrest Asset Management Group LLC | 2,642 | $387.3K | 0.00% | −61−2.3% | Reduced |
| First Republic Investment Management, Inc. | 2,650 | $388.5K | 0.00% | −406−13.3% | Reduced |
| Commerce Bank | 2,707 | $396.9K | 0.00% | +256+10.4% | Added |
| Shelton Capital Management | 2,759 | $404.5K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,772 | $406.4K | 0.05% | −24−0.9% | Reduced |
| Arbor Capital Management Inc | 3,000 | $414.5K | 0.34% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 2,836 | $415.8K | 0.22% | +2,836 | New |
| RMR Wealth Builders | 2,867 | $420.3K | 0.08% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,874 | $421.4K | 0.01% | +2,874 | New |
| Calamos Wealth Management LLC | 3,000 | $439.8K | 0.03% | 00.0% | Unchanged |
| Eukles Asset Management | 3,016 | $442.2K | 0.24% | +17+0.6% | Added |
| CIBC World Markets Inc. | 3,036 | $445.0K | 0.00% | −191−5.9% | Reduced |
| Studio Investment Management LLC | 3,042 | $446.0K | 0.13% | +119+4.1% | Added |
| Shell Asset Management Co | 3,100 | $454.0K | 0.02% | −11−0.4% | Reduced |
| Townsend & Associates, Inc | 3,331 | $469.3K | 0.19% | −30−0.9% | Reduced |
| ProShare Advisors LLC | 3,206 | $470.0K | 0.00% | −301−8.6% | Reduced |
| Intech Investment Management LLC | 3,272 | $479.7K | 0.00% | +3,272 | New |
| Tower Research Capital LLC (TRC) | 3,392 | $498.0K | 0.02% | +1,296+61.8% | Added |
| Veritable, L.P. | 3,674 | $538.6K | 0.01% | −263−6.7% | Reduced |
| Ethic Inc. | 3,674 | $538.6K | 0.02% | +2,043+125.3% | Added |
| Bayesian Capital Management, LP | 3,999 | $586.3K | 0.07% | +3,999 | New |
| Acrisure Capital Management, LLC | 4,073 | $597.1K | 0.60% | +4,073 | New |
| Rockefeller Capital Management L.P. | 4,138 | $606.0K | 0.00% | +2,502+152.9% | Added |
| Aigen Investment Management, LP | 4,168 | $611.1K | 0.08% | +4,168 | New |
| Maryland State Retirement & Pension System | 4,223 | $619.1K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 4,251 | $623.2K | 0.00% | −195−4.4% | Reduced |
| Gotham Asset Management, LLC | 4,265 | $625.3K | 0.02% | +4,265 | New |
| Hills Bank & Trust Co | 4,300 | $630.4K | 0.09% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,404 | $646.0K | 0.02% | +297+7.2% | Added |
| Illinois Municipal Retirement Fund | 4,456 | $653.0K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,485 | $657.5K | 0.00% | −96−2.1% | Reduced |
| Merit Financial Group, LLC | 4,528 | $663.9K | 0.02% | +106+2.4% | Added |
| Cerity Partners LLC | 4,549 | $666.9K | 0.00% | +328+7.8% | Added |
| First Hawaiian Bank | 4,610 | $675.9K | 0.02% | +2,725+144.6% | Added |
| Jefferies Financial Group Inc. | 4,700 | $689.1K | 0.01% | +4,700 | New |
| Canada Pension Plan Investment Board | 4,700 | $689.1K | 0.00% | +4,700 | New |
| Prudential Financial Inc | 4,719 | $691.9K | 0.00% | +1,000+26.9% | Added |
| Gamco Investors, Inc. Et Al | 4,800 | $703.7K | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,859 | $712.4K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,889 | $716.8K | 0.02% | −100−2.0% | Reduced |
| LPL Financial LLC | 4,908 | $719.6K | 0.00% | −245−4.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 5,005 | $733.8K | 0.05% | −485−8.8% | Reduced |
| Occudo Quantitative Strategies LP | 5,019 | $735.8K | 0.07% | −1,746−25.8% | Reduced |
| Logan Capital Management Inc | 5,070 | $743.3K | 0.04% | 00.0% | Unchanged |
| Interval Partners, LP | 5,089 | $746.1K | 0.04% | +5,089 | New |
| Ridgewood Investments LLC | 5,254 | $770.2K | 0.47% | −7−0.1% | Reduced |
| Toronto Dominion Bank | 5,267 | $772.0K | 0.00% | +45+0.9% | Added |
| Quent Capital, LLC | 5,392 | $774.1K | 0.13% | +2,400+80.2% | Added |
| Cardinal Capital Management | 5,307 | $778.1K | 0.16% | +19+0.4% | Added |
| Coastline Trust Co | 5,380 | $788.8K | 0.12% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,400 | $791.7K | 0.01% | −800−12.9% | Reduced |
| Creative Planning | 5,405 | $792.4K | 0.00% | +208+4.0% | Added |
| Quantinno Capital Management LP | 5,661 | $830.0K | 0.05% | +74+1.3% | Added |
| FORA Capital, LLC | 5,719 | $838.5K | 0.08% | +5,719 | New |
| TownSquare Capital, LLC | 5,953 | $872.8K | 0.02% | +13+0.2% | Added |
| Kula Investments, LLC | 6,128 | $898.4K | 0.22% | +6,128 | New |
| US Bancorp | 6,343 | $929.9K | 0.00% | −83−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,400 | $938.0K | 0.09% | +6,400 | New |
| Nisa Investment Advisors, LLC | 6,486 | $951.0K | 0.01% | −80−1.2% | Reduced |
| Aquatic Capital Management LLC | 6,600 | $968.0K | 0.06% | +6,600 | New |
| JustInvest LLC | 6,971 | $1.02M | 0.04% | +1,239+21.6% | Added |
| Sandbar Asset Management LLP | 6,999 | $1.03M | 3.08% | +4,508+181.0% | Added |
| Public Employees Retirement Association of Colorado | 7,174 | $1.05M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,430 | $1.09M | 0.01% | −110−1.5% | Reduced |
| Xponance, Inc. | 7,551 | $1.11M | 0.02% | +28+0.4% | Added |
| Glenmede Trust Co NA | 7,863 | $1.15M | 0.01% | +5+0.1% | Added |
| Handelsbanken Fonder AB | 8,000 | $1.17M | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 8,024 | $1.18M | 0.00% | +1,215+17.8% | Added |
| Pathstone Family Office, LLC | 8,163 | $1.20M | 0.02% | −5−0.1% | Reduced |
| Virginia Retirement Systems Et Al | 8,300 | $1.22M | 0.01% | −1,500−15.3% | Reduced |
| Costello Asset Management, INC | 8,447 | $1.24M | 1.27% | −710−7.8% | Reduced |
| Bessemer Group Inc | 8,568 | $1.26M | 0.00% | +318+3.9% | Added |
| UBS Group AG | 8,833 | $1.30M | 0.00% | +1,256+16.6% | Added |
| Point72 Middle East FZE | 8,916 | $1.31M | 0.07% | +8,916 | New |
| Westwood Holdings Group Inc. | 9,168 | $1.34M | 0.01% | −48,191−84.0% | Reduced |
| CI Private Wealth, LLC | 9,315 | $1.37M | 0.00% | +2,160+30.2% | Added |
| BlueCrest Capital Management Ltd | 9,362 | $1.37M | 0.15% | +9,362 | New |
| Captrust Financial Advisors | 9,541 | $1.40M | 0.01% | +882+10.2% | Added |
| Utah Retirement Systems | 9,641 | $1.41M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 9,800 | $1.44M | 0.07% | +1,300+15.3% | Added |
| Storebrand Asset Management AS | 9,923 | $1.45M | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 10,187 | $1.49M | 0.04% | −3,590−26.1% | Reduced |
| Advisor Group Holdings, Inc. | 10,338 | $1.51M | 0.00% | +8,150+372.5% | Added |
| Mariner, LLC | 10,769 | $1.58M | 0.00% | +3,121+40.8% | Added |
| STRS Ohio | 10,811 | $1.58M | 0.01% | +1,394+14.8% | Added |
| South Dakota Investment Council | 11,400 | $1.67M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 11,955 | $1.75M | 0.04% | +6,968+139.7% | Added |