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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 2,242 | $287.0K | 0.02% | −210−8.6% | Reduced |
| Quantinno Capital Management LP | 2,239 | $287.0K | 0.01% | −1,651−42.4% | Reduced |
| Simon Quick Advisors, LLC | 2,353 | $301.2K | 0.03% | +719+44.0% | Added |
| CNB Bank | 2,366 | $302.8K | 0.18% | +380+19.1% | Added |
| M&T Bank Corp | 2,442 | $313.1K | 0.00% | −137−5.3% | Reduced |
| Echo Street Capital Management LLC | 2,464 | $315.4K | 0.00% | −1,772−41.8% | Reduced |
| Shelton Capital Management | 2,487 | $318.3K | 0.01% | −169−6.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,500 | $320.0K | 0.00% | −455−15.4% | Reduced |
| Silvercrest Asset Management Group LLC | 2,562 | $327.9K | 0.00% | −1,166−31.3% | Reduced |
| Commerce Bank | 2,701 | $345.7K | 0.00% | −105−3.7% | Reduced |
| Caxton Associates LP | 2,708 | $346.6K | 0.05% | −1,009−27.1% | Reduced |
| Arbor Capital Management Inc | 3,000 | $350.6K | 0.31% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 3,257 | $365.1K | 0.08% | −4−0.1% | Reduced |
| Susquehanna International Group, LLP | 2,857 | $365.7K | 0.00% | −2,212−43.6% | Reduced |
| RMR Wealth Builders | 2,867 | $367.0K | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,895 | $370.6K | 0.00% | −232−7.4% | Reduced |
| Aquatic Capital Management LLC | 2,900 | $371.0K | 0.02% | −6,300−68.5% | Reduced |
| Headlands Technologies LLC | 2,909 | $372.4K | 0.18% | +2,909 | New |
| Calamos Wealth Management LLC | 3,000 | $384.0K | 0.03% | 00.0% | Unchanged |
| Eukles Asset Management | 3,016 | $386.0K | 0.20% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,030 | $388.0K | 0.02% | −53−1.7% | Reduced |
| Ethic Inc. | 3,033 | $388.2K | 0.01% | −912−23.1% | Reduced |
| Oak Thistle LLC | 3,037 | $388.7K | 0.11% | +3,037 | New |
| HRT Financial LP | 3,359 | $429.0K | 0.00% | −23,953−87.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,446 | $441.0K | 0.04% | −5,725−62.4% | Reduced |
| Studio Investment Management LLC | 3,508 | $449.0K | 0.13% | +369+11.8% | Added |
| Bank of Hawaii | 3,513 | $449.7K | 0.03% | +3,513 | New |
| Nebula Research & Development LLC | 3,532 | $452.1K | 0.24% | +3,532 | New |
| Boston Family Office LLC | 3,585 | $459.0K | 0.04% | −11,031−75.5% | Reduced |
| Crossmark Global Holdings, Inc. | 3,638 | $465.0K | 0.01% | −185−4.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,650 | $467.2K | 0.00% | +3,650 | New |
| Vestcor Inc | 3,835 | $491.0K | 0.02% | +3,835 | New |
| Mountain Pacific Investment Advisers Inc | 4,050 | $518.4K | 0.04% | −600−12.9% | Reduced |
| CIBC World Markets Inc. | 4,124 | $528.0K | 0.00% | +176+4.5% | Added |
| ISAM Funds (UK) Ltd | 4,190 | $536.3K | 0.34% | +4,190 | New |
| Neuberger Berman Group LLC | 4,201 | $537.7K | 0.00% | −194−4.4% | Reduced |
| Maryland State Retirement & Pension System | 4,223 | $540.5K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 4,300 | $550.4K | 0.06% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,363 | $558.5K | 0.03% | −373−7.9% | Reduced |
| Nisa Investment Advisors, LLC | 4,436 | $567.8K | 0.00% | −2,000−31.1% | Reduced |
| Illinois Municipal Retirement Fund | 4,456 | $570.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,485 | $574.1K | 0.00% | −4,915−52.3% | Reduced |
| Raymond James & Associates | 4,496 | $575.5K | 0.00% | +4,496 | New |
| Merit Financial Group, LLC | 4,514 | $577.8K | 0.02% | −56−1.2% | Reduced |
| Securian Asset Management, Inc | 4,540 | $581.1K | 0.02% | −227−4.8% | Reduced |
| Blair William & Co | 4,791 | $613.2K | 0.00% | −193−3.9% | Reduced |
| Gamco Investors, Inc. Et Al | 4,800 | $614.4K | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,859 | $622.0K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,106 | $653.6K | 0.43% | −140−2.7% | Reduced |
| Jefferies Financial Group Inc. | 5,181 | $663.2K | 0.02% | −199−3.7% | Reduced |
| LPL Financial LLC | 5,183 | $663.4K | 0.00% | +467+9.9% | Added |
| SYSTM Wealth Solutions LLC | 5,306 | $679.2K | 0.10% | +1,304+32.6% | Added |
| Tower Research Capital LLC (TRC) | 5,402 | $691.5K | 0.02% | +680+14.4% | Added |
| Creative Planning | 5,463 | $699.3K | 0.00% | −134−2.4% | Reduced |
| Cardinal Capital Management | 5,604 | $717.3K | 0.15% | +199+3.7% | Added |
| Logan Capital Management Inc | 5,753 | $736.4K | 0.04% | +778+15.6% | Added |
| US Bancorp | 5,758 | $737.0K | 0.00% | −5−0.1% | Reduced |
| Prudential Financial Inc | 5,814 | $744.2K | 0.00% | +511+9.6% | Added |
| Toronto Dominion Bank | 5,862 | $750.3K | 0.00% | +1,075+22.5% | Added |
| JustInvest LLC | 5,904 | $755.7K | 0.02% | −844−12.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,974 | $765.0K | 0.00% | −1,200−16.7% | Reduced |
| Engineers Gate Manager LP | 5,987 | $766.3K | 0.03% | +5,987 | New |
| TownSquare Capital, LLC | 6,063 | $776.1K | 0.01% | +110+1.8% | Added |
| Quent Capital, LLC | 6,172 | $790.0K | 0.12% | +35+0.6% | Added |
| Pictet Asset Management Holding SA | 6,191 | $792.4K | 0.00% | +6,191 | New |
| Bayesian Capital Management, LP | 6,315 | $808.3K | 0.09% | +4,416+232.5% | Added |
| State of Alaska, Department of Revenue | 6,372 | $815.0K | 0.01% | −260−3.9% | Reduced |
| Xponance, Inc. | 6,425 | $822.4K | 0.01% | −95−1.5% | Reduced |
| Assenagon Asset Management S.A. | 6,851 | $876.9K | 0.00% | −144,832−95.5% | Reduced |
| Federated Hermes, Inc. | 7,264 | $929.8K | 0.00% | −477−6.2% | Reduced |
| Bessemer Group Inc | 7,272 | $931.0K | 0.00% | −481−6.2% | Reduced |
| CWM Advisors, LLC | 7,354 | $941.3K | 0.12% | +802+12.2% | Added |
| Voya Investment Management LLC | 7,442 | $952.6K | 0.00% | −7,405−49.9% | Reduced |
| CI Private Wealth, LLC | 7,463 | $955.3K | 0.00% | +530+7.6% | Added |
| Dark Forest Capital Management LP | 7,569 | $968.8K | 0.08% | +7,569 | New |
| XTX Topco Ltd | 7,609 | $974.0K | 0.17% | +5,077+200.5% | Added |
| Duality Advisers, LP | 7,618 | $975.1K | 0.12% | +4,857+175.9% | Added |
| FMR LLC | 7,775 | $995.2K | 0.00% | −209,483−96.4% | Reduced |
| Inceptionr LLC | 7,882 | $1.01M | 0.57% | +7,882 | New |
| Glenmede Trust Co NA | 7,898 | $1.01M | 0.01% | +35+0.4% | Added |
| Handelsbanken Fonder AB | 8,000 | $1.02M | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 8,070 | $1.03M | 0.95% | −5−0.1% | Reduced |
| Davis R M Inc | 8,267 | $1.06M | 0.03% | −1,065−11.4% | Reduced |
| Mariner, LLC | 8,743 | $1.12M | 0.00% | −216−2.4% | Reduced |
| Aurora Investment Counsel | 8,847 | $1.13M | 0.75% | −61−0.7% | Reduced |
| Captrust Financial Advisors | 9,045 | $1.16M | 0.00% | −379−4.0% | Reduced |
| Utah Retirement Systems | 9,141 | $1.17M | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,654 | $1.24M | 0.01% | −4,116−29.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,716 | $1.24M | 0.01% | +9,137+1,578.1% | Added |
| Lighthouse Investment Partners, LLC | 9,813 | $1.26M | 0.07% | +9,813 | New |
| Storebrand Asset Management AS | 9,923 | $1.27M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,855 | $1.39M | 0.01% | −15,014−58.0% | Reduced |
| New Mexico Educational Retirement Board | 11,000 | $1.41M | 0.06% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 11,773 | $1.51M | 0.01% | +1,008+9.4% | Added |
| Pathstone Family Office, LLC | 11,823 | $1.51M | 0.01% | +2,775+30.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,888 | $1.52M | 0.04% | −6−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 12,022 | $1.54M | 0.06% | −1,342−10.0% | Reduced |
| STRS Ohio | 12,068 | $1.54M | 0.01% | +1,037+9.4% | Added |
| State of Michigan Retirement System | 12,820 | $1.64M | 0.01% | −400−3.0% | Reduced |
| UBS Group AG | 12,836 | $1.64M | 0.00% | +2,230+21.0% | Added |