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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 162 | $23.8K | 0.00% | −29−15.2% | Reduced |
| TD Private Client Wealth LLC | 157 | $23.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 153 | $22.4K | 0.01% | +105+218.8% | Added |
| Global Wealth Strategies & Associates | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $17.6K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $16.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 101 | $14.8K | 0.01% | 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 |
| Sugarloaf Wealth Management, LLC | 96 | $14.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 85 | $12.5K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 85 | $12.5K | 0.00% | +85 | New |
| First Manhattan Co | 79 | $11.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 78 | $11.4K | 0.00% | −18−18.8% | Reduced |
| Salem Investment Counselors Inc | 70 | $10.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 70 | $10.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 65 | $9.53K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 63 | $9.00K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $7.48K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 51 | $7.48K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $7.33K | 0.00% | +3+6.4% | Added |
| Northwestern Mutual Wealth Management Co | 47 | $6.89K | 0.00% | +5+11.9% | Added |
| IFP Advisors, Inc | 69 | $6.87K | 0.00% | −238−77.5% | Reduced |
| Washington Trust Advisors, Inc. | 38 | $5.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 36 | $5.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $4.84K | 0.00% | +6+22.2% | Added |
| Versant Capital Management, Inc | 30 | $4.40K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $4.40K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $4.11K | 0.00% | −4−12.5% | Reduced |
| Schubert & Co | 27 | $3.96K | 0.00% | +3+12.5% | Added |
| Earnest Partners LLC | 27 | $3.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $3.67K | 0.00% | −2−7.4% | Reduced |
| Farmers & Merchants Investments Inc | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $2.35K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $2.05K | 0.00% | +2+16.7% | Added |
| SJS Investment Consulting Inc. | 12 | $1.76K | 0.00% | −2−14.3% | Reduced |
| Baker Avenue Asset Management, LP | 12 | $1.76K | 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 |
| Prestige Wealth Management Group LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 5 | $733 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4 | $587 | 0.00% | +1+33.3% | Added |
| Lindbrook Capital, LLC | 4 | $586 | 0.00% | −9−69.2% | Reduced |
| Baystate Wealth Management LLC | 4 | $586 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 9 | $471 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $293 | 0.00% | −8−80.0% | Reduced |
| True Wealth Design, LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $147 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |