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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 183,618 | $23.5M | 0.11% | −69,618−27.5% | Reduced |
| California Public Employees Retirement System | 189,025 | $24.2M | 0.02% | +6,253+3.4% | Added |
| Citigroup Inc | 197,333 | $25.3M | 0.04% | −33,721−14.6% | Reduced |
| Principal Financial Group Inc | 197,715 | $25.3M | 0.02% | −3,217−1.6% | Reduced |
| Fernbridge Capital Management LP | 198,839 | $25.5M | 2.46% | +96,211+93.7% | Added |
| Clark Capital Management Group, Inc. | 213,728 | $27.4M | 0.27% | −37,446−14.9% | Reduced |
| Manufacturers Life Insurance Company, The | 220,232 | $28.2M | 0.02% | +178,393+426.4% | Added |
| Deutsche Bank AG | 238,627 | $30.5M | 0.02% | −2,890−1.2% | Reduced |
| HighTower Advisors, LLC | 242,397 | $31.0M | 0.06% | +6,548+2.8% | Added |
| Portman Square Capital LLP | 242,743 | $31.1M | 4.28% | −38,564−13.7% | Reduced |
| D. E. Shaw & Co., Inc. | 259,909 | $33.3M | 0.06% | +104,645+67.4% | Added |
| Credential Qtrade Securities Inc. | 263,581 | $33.7M | 2.24% | +63,333+31.6% | Added |
| Thrivent Financial for Lutherans | 265,771 | $34.0M | 0.08% | +3,166+1.2% | Added |
| Lazard Asset Management LLC | 275,932 | $35.3M | 0.05% | −68,401−19.9% | Reduced |
| Ameriprise Financial Inc | 276,730 | $35.4M | 0.01% | −99,051−26.4% | Reduced |
| StonePine Asset Management Inc. | 276,843 | $35.4M | 0.51% | +99,023+55.7% | Added |
| Ariel Investments, LLC | 294,043 | $37.6M | 0.40% | +3,625+1.2% | Added |
| Charles Schwab Investment Management Inc | 322,418 | $41.3M | 0.01% | +4,363+1.4% | Added |
| Citadel Advisors LLC | 338,831 | $43.4M | 0.05% | +256,823+313.2% | Added |
| American Century Companies Inc | 338,895 | $43.4M | 0.03% | +36,134+11.9% | Added |
| Northern Trust Corp | 394,081 | $50.4M | 0.01% | −4,346−1.1% | Reduced |
| Bank of New York Mellon Corp | 445,097 | $57.0M | 0.01% | −15,332−3.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 475,008 | $60.8M | 0.74% | +220,313+86.5% | Added |
| Boston Partners | 489,130 | $62.6M | 0.09% | +134,978+38.1% | Added |
| Dimensional Fund Advisors LP | 604,342 | $77.4M | 0.03% | +9,068+1.5% | Added |
| Bank of Montreal | 683,925 | $94.8M | 0.06% | +107,180+18.6% | Added |
| Geode Capital Management, LLC | 842,914 | $107.9M | 0.01% | +17,439+2.1% | Added |
| Sarasin & Partners LLP | 927,252 | $118.7M | 1.48% | +62,747+7.3% | Added |
| Morgan Stanley | 1,106,770 | $141.7M | 0.01% | +123,393+12.5% | Added |
| Bank of America Corp | 1,226,095 | $156.9M | 0.02% | +108,996+9.8% | Added |
| Fiera Capital Corp | 1,318,553 | $168.8M | 0.54% | −20,719−1.5% | Reduced |
| Price T Rowe Associates Inc | 1,451,380 | $185.8M | 0.03% | −163,960−10.2% | Reduced |
| State Street Corp | 1,461,498 | $187.1M | 0.01% | +10,188+0.7% | Added |
| Nordea Investment Management AB | 1,497,617 | $191.8M | 0.27% | −22,801−1.5% | Reduced |
| Turtle Creek Asset Management Inc. | 1,509,015 | $193.2M | 5.52% | +213,693+16.5% | Added |
| Alliancebernstein L.P. | 1,674,433 | $214.3M | 0.09% | +519,422+45.0% | Added |
| EdgePoint Investment Group Inc. | 2,090,512 | $267.6M | 2.56% | +91,421+4.6% | Added |
| JPMorgan Chase & Co | 2,254,696 | $288.6M | 0.03% | −626,566−21.7% | Reduced |
| Victory Capital Management Inc | 2,702,690 | $345.9M | 0.40% | −21,537−0.8% | Reduced |
| Wellington Management Group LLP | 4,220,171 | $540.2M | 0.11% | +981,562+30.3% | Added |
| BlackRock Inc. | 4,473,806 | $572.6M | 0.02% | +31,878+0.7% | Added |
| Select Equity Group, L.P. | 4,637,711 | $593.6M | 2.45% | −661,150−12.5% | Reduced |
| Vanguard Group Inc | 5,074,510 | $649.5M | 0.02% | +8,984+0.2% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −170,055−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −102,098−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −65,223−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −63,839−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −62,370−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −57,999−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −52,712−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,778−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −16,864−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,603−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,711−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −10,540−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,047−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −8,179−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,910−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −5,694−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −4,938−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,133−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,107−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,835−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,758−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −3,409−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −3,401−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −3,298−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,779−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −2,642−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −1,957−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,769−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,548−100.0% | Sold out |
| Naples Global Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,371−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Thomas White International Ltd | – | – | – | – | Not filed |