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 |
|---|---|---|---|---|---|
| DF Dent & Co Inc | 4,859 | $712.4K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 4,800 | $703.7K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,719 | $691.9K | 0.00% | +1,000+26.9% | 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 |
| First Hawaiian Bank | 4,610 | $675.9K | 0.02% | +2,725+144.6% | Added |
| Cerity Partners LLC | 4,549 | $666.9K | 0.00% | +328+7.8% | Added |
| Merit Financial Group, LLC | 4,528 | $663.9K | 0.02% | +106+2.4% | Added |
| Neuberger Berman Group LLC | 4,485 | $657.5K | 0.00% | −96−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 4,456 | $653.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,404 | $646.0K | 0.02% | +297+7.2% | Added |
| Hills Bank & Trust Co | 4,300 | $630.4K | 0.09% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,265 | $625.3K | 0.02% | +4,265 | New |
| Blair William & Co | 4,251 | $623.2K | 0.00% | −195−4.4% | Reduced |
| Maryland State Retirement & Pension System | 4,223 | $619.1K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,168 | $611.1K | 0.08% | +4,168 | New |
| Rockefeller Capital Management L.P. | 4,138 | $606.0K | 0.00% | +2,502+152.9% | Added |
| Acrisure Capital Management, LLC | 4,073 | $597.1K | 0.60% | +4,073 | New |
| Bayesian Capital Management, LP | 3,999 | $586.3K | 0.07% | +3,999 | New |
| 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 |
| Tower Research Capital LLC (TRC) | 3,392 | $498.0K | 0.02% | +1,296+61.8% | Added |
| Intech Investment Management LLC | 3,272 | $479.7K | 0.00% | +3,272 | New |
| ProShare Advisors LLC | 3,206 | $470.0K | 0.00% | −301−8.6% | Reduced |
| Townsend & Associates, Inc | 3,331 | $469.3K | 0.19% | −30−0.9% | Reduced |
| Shell Asset Management Co | 3,100 | $454.0K | 0.02% | −11−0.4% | Reduced |
| Studio Investment Management LLC | 3,042 | $446.0K | 0.13% | +119+4.1% | Added |
| CIBC World Markets Inc. | 3,036 | $445.0K | 0.00% | −191−5.9% | Reduced |
| Eukles Asset Management | 3,016 | $442.2K | 0.24% | +17+0.6% | Added |
| Calamos Wealth Management LLC | 3,000 | $439.8K | 0.03% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,874 | $421.4K | 0.01% | +2,874 | New |
| RMR Wealth Builders | 2,867 | $420.3K | 0.08% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 2,836 | $415.8K | 0.22% | +2,836 | New |
| Arbor Capital Management Inc | 3,000 | $414.5K | 0.34% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,772 | $406.4K | 0.05% | −24−0.9% | Reduced |
| Shelton Capital Management | 2,759 | $404.5K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 2,707 | $396.9K | 0.00% | +256+10.4% | Added |
| First Republic Investment Management, Inc. | 2,650 | $388.5K | 0.00% | −406−13.3% | Reduced |
| 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 |
| M&T Bank Corp | 2,549 | $373.9K | 0.00% | +134+5.5% | Added |
| Campbell & CO Investment Adviser LLC | 2,455 | $359.9K | 0.07% | +2,455 | New |
| Hoylecohen, LLC | 2,300 | $337.2K | 0.03% | 00.0% | Unchanged |
| 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 |
| Pacer Advisors, Inc. | 2,140 | $313.7K | 0.00% | −8,186−79.3% | Reduced |
| Simon Quick Advisors, LLC | 2,085 | $305.7K | 0.03% | +2,085 | New |
| Chesley Taft & Associates LLC | 2,080 | $304.9K | 0.02% | −180−8.0% | Reduced |
| CNB Bank | 2,064 | $302.6K | 0.18% | +62+3.1% | Added |
| Dorchester Wealth Management Co | 2,050 | $300.6K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,015 | $295.4K | 0.02% | +1,102+120.7% | Added |
| SYSTM Wealth Solutions LLC | 1,992 | $292.0K | 0.04% | −36−1.8% | Reduced |
| Greenleaf Trust | 1,988 | $291.5K | 0.00% | −6−0.3% | Reduced |
| Sigma Planning Corp | 1,962 | $287.6K | 0.01% | −3−0.2% | Reduced |
| Profund Advisors LLC | 1,894 | $277.7K | 0.02% | −221−10.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,886 | $276.5K | 0.00% | −349−15.6% | Reduced |
| Boothbay Fund Management, LLC | 1,774 | $260.1K | 0.01% | +1,774 | New |
| Penserra Capital Management LLC | 1,771 | $259.0K | 0.01% | −45−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,888 | $253.0K | 0.00% | −3−0.2% | Reduced |
| Susquehanna International Group, LLP | 1,692 | $248.1K | 0.00% | +57+3.5% | Added |
| Montag A & Associates Inc | 1,669 | $244.7K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,612 | $236.0K | 0.00% | +1,612 | New |
| CIBC Private Wealth Group, LLC | 1,580 | $231.6K | 0.00% | −1,017−39.2% | Reduced |
| Naples Global Advisors, LLC | 1,500 | $219.9K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,483 | $217.4K | 0.00% | +1,483 | New |
| Beacon Investment Advisory Services, Inc. | 1,463 | $214.5K | 0.01% | +1,463 | New |
| CIBC Asset Management Inc | 1,462 | $214.3K | 0.00% | +1,462 | New |
| Bank of Nova Scotia | 1,454 | $213.2K | 0.00% | −187,546−99.2% | Reduced |
| Ballentine Partners, LLC | 1,436 | $210.5K | 0.01% | +1,436 | New |
| B. Metzler seel. Sohn & Co. AG | 1,408 | $206.4K | 0.00% | +1,408 | New |
| Advisory Services Network, LLC | 1,392 | $204.1K | 0.01% | −2−0.1% | 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 |
| Macquarie Group Ltd | 1,133 | $166.0K | 0.00% | −587−34.1% | Reduced |
| Vestor Capital, LLC | 1,000 | $147.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $146.6K | 0.03% | 00.0% | Unchanged |
| Ossiam | 907 | $133.0K | 0.00% | +448+97.6% | Added |
| Thomas White International Ltd | 896 | $131.4K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 867 | $127.1K | 0.10% | +867 | New |
| Umb Bank N A | 697 | $102.2K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 685 | $100.4K | 0.03% | +35+5.4% | Added |
| Itau Unibanco Holding S.A. | 617 | $90.5K | 0.00% | +617 | New |
| Belpointe Asset Management LLC | 616 | $90.3K | 0.00% | +423+219.2% | Added |
| Parkside Financial Bank & Trust | 587 | $86.1K | 0.02% | −6−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 583 | $85.5K | 0.00% | +4+0.7% | Added |
| Quadrant Capital Group LLC | 527 | $77.3K | 0.01% | +94+21.7% | Added |
| First Horizon Advisors, Inc. | 414 | $60.7K | 0.00% | +93+29.0% | Added |
| Machina Capital S.A.S. | 393 | $57.6K | 0.05% | +393 | New |
| Parallel Advisors, LLC | 369 | $54.1K | 0.00% | +124+50.6% | Added |
| Fifth Third Bancorp | 361 | $52.9K | 0.00% | +36+11.1% | Added |
| State of Wyoming | 258 | $37.8K | 0.01% | +20+8.4% | Added |
| Caldwell Trust Co | 253 | $37.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $32.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 208 | $30.0K | 0.00% | +24+13.0% | Added |
| Clean Yield Group | 200 | $29.3K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 197 | $29.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 172 | $25.0K | 0.00% | +168+4,200.0% | Added |
| Bartlett & Co. Wealth Management LLC | 167 | $24.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 167 | $24.0K | 0.00% | 00.0% | Unchanged |