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, Q3 2023
Institutional positions in MIDDLEBY Corp as of Sep 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
- 343
- −9 vs. Q2 2023
- Shares held
- 52.8M
- +656.2K (+1.3%) vs. Q2 2023
- Total value
- $6.78B
- −$936.6M (−12.1%) vs. Q2 2023
- New holders
- 40
- 111 more added
- Sold out
- 49
- 122 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $128 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $296 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $512 | 0.00% | −14−77.8% | Reduced |
| Baystate Wealth Management LLC | 4 | $512 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 5 | $640 | 0.00% | −7−58.3% | Reduced |
| Capital Analysts, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.13K | 0.00% | −1−9.1% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.41K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 11 | $1.41K | 0.00% | +11 | New |
| Clearstead Advisors, LLC | 12 | $1.54K | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 13 | $1.66K | 0.00% | +1+8.3% | Added |
| Lindbrook Capital, LLC | 13 | $1.66K | 0.00% | +13 | New |
| Brown, Lisle/Cummings, Inc. | 15 | $1.92K | 0.00% | −50−76.9% | Reduced |
| Steward Financial Group LLC | 23 | $2.00K | 0.00% | +23 | New |
| Private Trust Co NA | 16 | $2.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $2.30K | 0.00% | −7−28.0% | Reduced |
| Toth Financial Advisory Corp | 22 | $2.82K | 0.00% | +22 | New |
| LGT Financial Advisors LLC | 22 | $2.82K | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 23 | $2.94K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $3.20K | 0.00% | +25 | New |
| Earnest Partners LLC | 27 | $3.46K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $3.58K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $3.84K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $3.84K | 0.00% | +30 | New |
| Sunbelt Securities, Inc. | 31 | $3.97K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $3.97K | 0.00% | +4+14.8% | Added |
| Whittier Trust Co of Nevada Inc | 34 | $4.35K | 0.00% | +34 | New |
| Assetmark, Inc | 36 | $4.61K | 0.00% | +36 | New |
| First Manhattan Co | 39 | $4.99K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 42 | $5.38K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 46 | $5.89K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 48 | $6.14K | 0.00% | −174−78.4% | Reduced |
| Allworth Financial LP | 49 | $6.27K | 0.00% | +13+36.1% | Added |
| Whittier Trust Co | 51 | $6.53K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $6.53K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 62 | $8.00K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 70 | $8.96K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 70 | $8.96K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 73 | $9.34K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $9.60K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 78 | $9.98K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 80 | $10.0K | 0.00% | −13,840−99.4% | Reduced |
| Proequities, Inc. | 84 | $10.8K | 0.00% | −1−1.2% | Reduced |
| PFS Partners, LLC | 85 | $10.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $12.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 101 | $12.9K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $14.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $15.4K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 132 | $16.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 140 | $17.0K | 0.00% | +140 | New |
| Quarry LP | 141 | $18.0K | 0.01% | −11−7.2% | Reduced |
| Global Wealth Strategies & Associates | 150 | $19.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 157 | $20.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 167 | $21.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $21.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $21.4K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 177 | $22.7K | 0.01% | +177 | New |
| Caldwell Trust Co | 181 | $23.2K | 0.00% | −47−20.6% | Reduced |
| Global Retirement Partners, LLC | 190 | $23.8K | 0.00% | −58−23.4% | Reduced |
| Massmutual Trust Co FSB | 194 | $24.8K | 0.00% | +25+14.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 197 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $25.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $28.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 256 | $32.8K | 0.00% | +6+2.4% | Added |
| CWM, LLC | 283 | $36.0K | 0.00% | +3+1.1% | Added |
| FIL Ltd | 346 | $44.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 381 | $48.8K | 0.00% | +69+22.1% | Added |
| Clear Street Markets LLC | 389 | $50.0K | 0.04% | +389 | New |
| Umb Bank N A | 472 | $60.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 539 | $69.0K | 0.01% | +22+4.3% | Added |
| First Horizon Advisors, Inc. | 573 | $73.3K | 0.00% | +65+12.8% | Added |
| Parkside Financial Bank & Trust | 590 | $75.5K | 0.02% | +3+0.5% | Added |
| Arcadia Investment Management Corp | 650 | $83.2K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 686 | $87.8K | 0.02% | +352+105.4% | Added |
| Globeflex Capital L P | 800 | $102.4K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 960 | $122.9K | 0.13% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,000 | $128.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 1,434 | $183.6K | 0.00% | −256−15.1% | Reduced |
| Kapitalo Investimentos Ltda | 1,495 | $191.4K | 0.03% | +750+100.7% | Added |
| Cetera Advisor Networks LLC | 1,587 | $203.1K | 0.00% | +1,587 | New |
| Stifel Financial Corp | 1,593 | $203.9K | 0.00% | +77+5.1% | Added |
| Poehling Capital Management, LLC | 1,616 | $206.8K | 0.07% | +1,616 | New |
| Montag A & Associates Inc | 1,635 | $209.3K | 0.01% | −34−2.0% | Reduced |
| First Hawaiian Bank | 1,765 | $225.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,825 | $234.0K | 0.00% | −289−13.7% | Reduced |
| Mirabella Financial Services LLP | 1,874 | $239.9K | 0.03% | +1,874 | New |
| Greenleaf Trust | 1,882 | $240.9K | 0.00% | +48+2.6% | Added |
| CAPROCK Group, Inc. | 2,038 | $260.9K | 0.02% | +132+6.9% | Added |
| Shay Capital LLC | 2,040 | $261.1K | 0.08% | +2,040 | New |
| Hoylecohen, LLC | 2,050 | $262.4K | 0.02% | −250−10.9% | Reduced |
| Dorchester Wealth Management Co | 2,050 | $262.4K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,888 | $279.0K | 0.00% | −2−0.1% | Reduced |
| Coastline Trust Co | 2,210 | $282.9K | 0.04% | −3,170−58.9% | Reduced |