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, Q2 2023
Institutional positions in MIDDLEBY Corp as of Jun 30, 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
- 354
- +3 vs. Q1 2023
- Shares held
- 52.2M
- −123.6K (−0.2%) vs. Q1 2023
- Total value
- $7.71B
- +$42.6M (+0.6%) vs. Q1 2023
- New holders
- 36
- 111 more added
- Sold out
- 33
- 135 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q1 2023.
| 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 | $148 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $296 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 148 | $413 | 0.00% | +148 | New |
| Baystate Wealth Management LLC | 4 | $591 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $1.48K | 0.00% | −1−9.1% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $1.48K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.63K | 0.00% | −1−8.3% | Reduced |
| AdvisorNet Financial, Inc | 12 | $1.77K | 0.00% | −2−14.3% | Reduced |
| Glassman Wealth Services | 12 | $1.77K | 0.00% | +7+140.0% | Added |
| O'Dell Group, LLC | 12 | $1.77K | 0.00% | +12 | New |
| Private Trust Co NA | 16 | $2.37K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $2.66K | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 23 | $3.40K | 0.00% | −2−8.0% | Reduced |
| JFS Wealth Advisors, LLC | 25 | $3.70K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 27 | $3.99K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $3.99K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 27 | $3.99K | 0.00% | −6−18.2% | Reduced |
| Zions Bancorporation, N.A. | 28 | $4.14K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $4.43K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 31 | $4.58K | 0.00% | +31 | New |
| Allworth Financial LP | 36 | $5.32K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 39 | $5.76K | 0.00% | −40−50.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 42 | $6.21K | 0.00% | −5−10.6% | Reduced |
| Huntington National Bank | 46 | $6.80K | 0.00% | +46 | New |
| Amundi | 48 | $7.08K | 0.00% | −31,968−99.9% | Reduced |
| Whittier Trust Co | 51 | $7.54K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $7.54K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $8.96K | 0.00% | +21+30.4% | Added |
| Covestor Ltd | 62 | $9.00K | 0.01% | −1−1.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 65 | $9.61K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 70 | $10.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 70 | $10.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 73 | $10.8K | 0.00% | +23+46.0% | Added |
| EverSource Wealth Advisors, LLC | 75 | $11.1K | 0.00% | +75 | New |
| Leonteq Securities AG | 78 | $11.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 85 | $12.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 85 | $12.6K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $14.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $14.8K | 0.00% | +100 | New |
| Albion Financial Group | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 101 | $14.9K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $16.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $17.7K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 132 | $19.5K | 0.00% | +120+1,000.0% | Added |
| Global Wealth Strategies & Associates | 150 | $22.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 152 | $22.5K | 0.01% | −1−0.7% | Reduced |
| TD Private Client Wealth LLC | 157 | $23.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $24.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $24.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 169 | $25.0K | 0.00% | +7+4.3% | Added |
| Bartlett & Co. LLC | 167 | $25.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 183 | $27.1K | 0.01% | +183 | New |
| Benjamin F. Edwards & Company, Inc. | 197 | $29.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $29.6K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $32.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 222 | $32.8K | 0.00% | +222 | New |
| Caldwell Trust Co | 228 | $33.7K | 0.00% | −25−9.9% | Reduced |
| Global Retirement Partners, LLC | 248 | $36.7K | 0.00% | +76+44.2% | Added |
| Parallel Advisors, LLC | 250 | $37.0K | 0.00% | −119−32.2% | Reduced |
| CWM, LLC | 280 | $41.0K | 0.00% | +72+34.6% | Added |
| Fifth Third Bancorp | 312 | $46.1K | 0.00% | −49−13.6% | Reduced |
| State of Wyoming | 334 | $49.4K | 0.01% | +76+29.5% | Added |
| FIL Ltd | 346 | $51.1K | 0.00% | +346 | New |
| Umb Bank N A | 472 | $69.8K | 0.00% | −225−32.3% | Reduced |
| First Horizon Advisors, Inc. | 508 | $75.1K | 0.00% | +94+22.7% | Added |
| Quadrant Capital Group LLC | 517 | $76.4K | 0.01% | −10−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 579 | $85.6K | 0.00% | −4−0.7% | Reduced |
| Parkside Financial Bank & Trust | 587 | $86.8K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 650 | $96.1K | 0.02% | −350−35.0% | Reduced |
| Kapitalo Investimentos Ltda | 745 | $110.1K | 0.02% | +745 | New |
| Globeflex Capital L P | 800 | $118.3K | 0.01% | +800 | New |
| C M Bidwell & Associates Ltd | 867 | $128.2K | 0.09% | 00.0% | Unchanged |
| Thomas White International Ltd | 896 | $132.5K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 960 | $141.9K | 0.16% | +960 | New |
| Vestor Capital, LLC | 1,000 | $148.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,103 | $163.0K | 0.00% | −30−2.6% | Reduced |
| Advisory Services Network, LLC | 1,371 | $202.7K | 0.01% | −21−1.5% | Reduced |
| First Republic Investment Management, Inc. | 1,400 | $207.0K | 0.00% | −1,250−47.2% | Reduced |
| Bank of Nova Scotia | 1,418 | $209.6K | 0.00% | −36−2.5% | Reduced |
| Ballentine Partners, LLC | 1,441 | $213.0K | 0.00% | +5+0.3% | Added |
| CIBC Asset Management Inc | 1,462 | $216.1K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,463 | $216.3K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,500 | $221.7K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,516 | $224.1K | 0.00% | +33+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,548 | $229.0K | 0.00% | −64−4.0% | Reduced |
| Simon Quick Advisors, LLC | 1,634 | $241.6K | 0.02% | −451−21.6% | Reduced |
| Profund Advisors LLC | 1,644 | $243.0K | 0.01% | −250−13.2% | Reduced |
| Montag A & Associates Inc | 1,669 | $246.7K | 0.02% | 00.0% | Unchanged |
| Ossiam | 1,690 | $249.8K | 0.00% | +783+86.3% | Added |
| First Hawaiian Bank | 1,765 | $260.9K | 0.01% | −2,845−61.7% | Reduced |
| Capstone Investment Advisors, LLC | 1,769 | $261.5K | 0.01% | +1,769 | New |
| Greenleaf Trust | 1,834 | $271.1K | 0.00% | −154−7.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,890 | $277.0K | 0.00% | +2+0.1% | Added |
| Bayesian Capital Management, LP | 1,899 | $280.7K | 0.03% | −2,100−52.5% | Reduced |
| CAPROCK Group, Inc. | 1,906 | $281.8K | 0.02% | +1,906 | New |