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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 167 | $24.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $24.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 157 | $23.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 152 | $22.5K | 0.01% | −1−0.7% | Reduced |
| Global Wealth Strategies & Associates | 150 | $22.2K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 132 | $19.5K | 0.00% | +120+1,000.0% | Added |
| Abound Wealth Management | 120 | $17.7K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $16.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 101 | $14.9K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $14.8K | 0.00% | +100 | New |
| Sugarloaf Wealth Management, LLC | 96 | $14.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 85 | $12.6K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 85 | $12.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 78 | $11.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $11.1K | 0.00% | +75 | New |
| Signaturefd, LLC | 73 | $10.8K | 0.00% | +23+46.0% | Added |
| 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 | $9.61K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 62 | $9.00K | 0.01% | −1−1.6% | Reduced |
| IFP Advisors, Inc | 90 | $8.96K | 0.00% | +21+30.4% | Added |
| Whittier Trust Co | 51 | $7.54K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $7.54K | 0.00% | 00.0% | Unchanged |
| Amundi | 48 | $7.08K | 0.00% | −31,968−99.9% | Reduced |
| Huntington National Bank | 46 | $6.80K | 0.00% | +46 | New |
| Northwestern Mutual Wealth Management Co | 42 | $6.21K | 0.00% | −5−10.6% | Reduced |
| First Manhattan Co | 39 | $5.76K | 0.00% | −40−50.6% | Reduced |
| Allworth Financial LP | 36 | $5.32K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 31 | $4.58K | 0.00% | +31 | New |
| Versant Capital Management, Inc | 30 | $4.43K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $4.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $3.99K | 0.00% | −6−18.2% | Reduced |
| Earnest Partners LLC | 27 | $3.99K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $3.99K | 0.00% | +27 | New |
| JFS Wealth Advisors, LLC | 25 | $3.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $3.40K | 0.00% | −2−8.0% | Reduced |
| Farther Finance Advisors, LLC | 18 | $2.66K | 0.00% | +18 | New |
| Private Trust Co NA | 16 | $2.37K | 0.00% | 00.0% | Unchanged |
| 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 |
| SJS Investment Consulting Inc. | 11 | $1.63K | 0.00% | −1−8.3% | Reduced |
| Carolinas Wealth Consulting LLC | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.48K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $1.48K | 0.00% | −1−9.1% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $591 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 148 | $413 | 0.00% | +148 | New |
| Tfo-TDC, LLC | 2 | $296 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $148 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −449,500−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −58,700−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −52,708−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −30,102−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −9,362−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −6,999−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,719−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −5,089−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,019−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,168−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,138−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −4,073−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,874−100.0% | Sold out |
| Chesley Taft & Associates LLC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −1,377−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Dakota Community Bank & Trust NA | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |