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 |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 118,285 | $17.3M | 0.01% | +1,907+1.6% | Added |
| Great Lakes Advisors, LLC | 122,413 | $17.9M | 0.16% | −5,927−4.6% | Reduced |
| Millennium Management LLC | 139,158 | $20.4M | 0.02% | +96,296+224.7% | Added |
| Boston Trust Walden Corp | 139,502 | $20.5M | 0.18% | +3,251+2.4% | Added |
| Loomis Sayles & Co L P | 154,473 | $22.6M | 0.04% | −639−0.4% | Reduced |
| Two Sigma Investments, LP | 154,777 | $22.7M | 0.07% | +154,777 | New |
| Rhumbline Advisers | 158,723 | $23.3M | 0.03% | −2,019−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 172,927 | $25.4M | 0.04% | +81,771+89.7% | Added |
| Clark Capital Management Group, Inc. | 183,645 | $26.9M | 0.30% | +183,645 | New |
| California Public Employees Retirement System | 188,153 | $27.6M | 0.02% | −18,556−9.0% | Reduced |
| Credential Qtrade Securities Inc. | 192,231 | $28.2M | 1.87% | +16,352+9.3% | Added |
| Boston Partners | 193,493 | $28.4M | 0.04% | −3,732−1.9% | Reduced |
| Impax Asset Management Group plc | 194,820 | $28.6M | 0.12% | +64,850+49.9% | Added |
| Principal Financial Group Inc | 213,275 | $31.3M | 0.02% | +1,835+0.9% | Added |
| Polar Asset Management Partners Inc. | 214,300 | $31.4M | 0.56% | +214,300 | New |
| HighTower Advisors, LLC | 229,581 | $33.7M | 0.07% | +595+0.3% | Added |
| ArrowMark Colorado Holdings LLC | 236,740 | $34.7M | 0.39% | −1,624−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 274,000 | $40.2M | 0.09% | +274,000 | New |
| FMR LLC | 278,491 | $40.8M | 0.00% | +261,637+1,552.4% | Added |
| Lazard Asset Management LLC | 280,201 | $41.1M | 0.05% | +29,675+11.8% | Added |
| Ariel Investments, LLC | 291,111 | $42.7M | 0.41% | +4,322+1.5% | Added |
| Assenagon Asset Management S.A. | 296,923 | $43.5M | 0.17% | +192,375+184.0% | Added |
| Charles Schwab Investment Management Inc | 320,333 | $47.0M | 0.01% | +1,242+0.4% | Added |
| Portman Square Capital LLP | 353,170 | $51.8M | 13.02% | +260,774+282.2% | Added |
| Deutsche Bank AG | 357,653 | $52.4M | 0.03% | +160,200+81.1% | Added |
| Northern Trust Corp | 411,802 | $60.4M | 0.01% | +4,455+1.1% | Added |
| Point72 Asset Management, L.P. | 442,355 | $64.9M | 0.23% | +354,355+402.7% | Added |
| Capital World Investors | 449,500 | $65.9M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 458,464 | $67.2M | 0.02% | −330,554−41.9% | Reduced |
| Bank of New York Mellon Corp | 475,868 | $69.8M | 0.02% | −2,949−0.6% | Reduced |
| Bank of Montreal | 483,214 | $70.9M | 0.05% | +8,895+1.9% | Added |
| Balyasny Asset Management LLC | 532,784 | $78.1M | 0.26% | +350,793+192.8% | Added |
| Thrivent Financial for Lutherans | 558,040 | $81.8M | 0.20% | −21,148−3.7% | Reduced |
| Dimensional Fund Advisors LP | 572,959 | $84.0M | 0.03% | +16,599+3.0% | Added |
| Citadel Advisors LLC | 607,639 | $89.1M | 0.10% | −121,087−16.6% | Reduced |
| Geode Capital Management, LLC | 795,829 | $116.7M | 0.02% | +25,936+3.4% | Added |
| Sarasin & Partners LLP | 911,836 | $133.7M | 1.69% | −124,051−12.0% | Reduced |
| Morgan Stanley | 933,642 | $136.9M | 0.01% | −28,326−2.9% | Reduced |
| Bank of America Corp | 1,051,218 | $154.1M | 0.02% | +105,496+11.2% | Added |
| Alliancebernstein L.P. | 1,064,606 | $156.1M | 0.07% | −233,820−18.0% | Reduced |
| Turtle Creek Asset Management Inc. | 1,236,222 | $181.2M | 5.61% | +7,400+0.6% | Added |
| Fiera Capital Corp | 1,368,799 | $200.7M | 0.60% | −14,243−1.0% | Reduced |
| State Street Corp | 1,476,666 | $216.5M | 0.01% | +28,304+2.0% | Added |
| Nordea Investment Management AB | 1,573,019 | $227.8M | 0.33% | −9,252−0.6% | Reduced |
| EdgePoint Investment Group Inc. | 1,892,684 | $277.5M | 2.78% | −147,455−7.2% | Reduced |
| Price T Rowe Associates Inc | 2,148,908 | $315.1M | 0.05% | −22,529−1.0% | Reduced |
| JPMorgan Chase & Co | 2,184,561 | $320.3M | 0.04% | −438,845−16.7% | Reduced |
| Victory Capital Management Inc | 2,740,299 | $401.8M | 0.45% | +88,789+3.3% | Added |
| Wellington Management Group LLP | 3,196,436 | $468.6M | 0.09% | −881,386−21.6% | Reduced |
| BlackRock Inc. | 4,619,466 | $677.3M | 0.02% | +53,393+1.2% | Added |
| Select Equity Group, L.P. | 4,782,965 | $701.2M | 2.64% | +246,174+5.4% | Added |
| Vanguard Group Inc | 5,123,365 | $751.1M | 0.02% | +86,844+1.7% | Added |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −2,063,942−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −257,960−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −31,203−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −23,896−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −3,052−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −2,137−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,859−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,595−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |