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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 38,356 | $4.91M | 0.00% | +13,493+54.3% | Added |
| Great West Life Assurance Co | 38,299 | $4.90M | 0.01% | +1,110+3.0% | Added |
| State of Tennessee, Treasury Department | 37,810 | $4.84M | 0.02% | +17,597+87.1% | Added |
| Oak Ridge Investments LLC | 36,316 | $4.65M | 0.59% | −1,276−3.4% | Reduced |
| Amalgamated Bank | 35,473 | $4.54M | 0.04% | +615+1.8% | Added |
| Mutual of America Capital Management LLC | 34,857 | $4.46M | 0.06% | −3,995−10.3% | Reduced |
| MetLife Investment Management | 30,712 | $3.93M | 0.03% | −1,352−4.2% | Reduced |
| Kennedy Capital Management, Inc. | 28,893 | $3.70M | 0.09% | −52,362−64.4% | Reduced |
| SG Americas Securities, LLC | 27,952 | $3.58M | 0.05% | −24,148−46.3% | Reduced |
| Twinbeech Capital LP | 27,308 | $3.50M | 0.07% | +23,928+707.9% | Added |
| Southeast Asset Advisors Inc. | 27,216 | $3.48M | 0.49% | −959−3.4% | Reduced |
| Brandywine Global Investment Management, LLC | 27,178 | $3.48M | 0.03% | +2,427+9.8% | Added |
| State of New Jersey Common Pension Fund D | 26,972 | $3.45M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 25,926 | $3.32M | 0.00% | −18−0.1% | Reduced |
| Yousif Capital Management, LLC | 25,490 | $3.26M | 0.04% | −1,410−5.2% | Reduced |
| Advisor Group Holdings, Inc. | 25,063 | $3.21M | 0.00% | +13,758+121.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 24,730 | $3.17M | 1.22% | −410−1.6% | Reduced |
| Evoke Wealth, LLC | 24,642 | $3.15M | 0.11% | −883−3.5% | Reduced |
| Treasurer of the State of North Carolina | 23,362 | $2.99M | 0.02% | +120+0.5% | Added |
| Royal Bank of Canada | 23,065 | $2.95M | 0.00% | +553+2.5% | Added |
| Comerica Bank | 22,841 | $2.92M | 0.02% | +22,841 | New |
| Public Employees Retirement System of Ohio | 21,665 | $2.77M | 0.01% | −2,401−10.0% | Reduced |
| HSBC Holdings PLC | 21,418 | $2.74M | 0.00% | +21,418 | New |
| Financial Counselors Inc | 20,884 | $2.67M | 0.05% | −187−0.9% | Reduced |
| South Dakota Investment Council | 19,619 | $2.51M | 0.06% | +8,300+73.3% | Added |
| AdvisorShares Investments LLC | 19,295 | $2.47M | 0.66% | +1,120+6.2% | Added |
| Timelo Investment Management Inc. | 19,000 | $2.43M | 6.87% | −1,000−5.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,533 | $2.37M | 0.02% | −9,019−32.7% | Reduced |
| Fruth Investment Management | 18,400 | $2.35M | 0.70% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 17,872 | $2.29M | 0.21% | +17,872 | New |
| Verition Fund Management LLC | 17,100 | $2.19M | 0.03% | +2,194+14.7% | Added |
| Daiwa Securities Group Inc. | 16,056 | $2.06M | 0.01% | −5,300−24.8% | Reduced |
| Teton Advisors, Inc. | 16,020 | $2.05M | 0.64% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 15,710 | $2.01M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,237 | $1.95M | 0.02% | +912+6.4% | Added |
| Louisiana State Employees Retirement System | 15,200 | $1.95M | 0.04% | −400−2.6% | Reduced |
| Oregon Public Employees Retirement Fund | 15,051 | $1.93M | 0.03% | −374−2.4% | Reduced |
| King Luther Capital Management Corp | 14,700 | $1.88M | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 14,536 | $1.86M | 0.01% | +437+3.1% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 14,500 | $1.86M | 0.10% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 14,429 | $1.85M | 0.00% | −187−1.3% | Reduced |
| Virginia Retirement Systems Et Al | 14,400 | $1.84M | 0.02% | +6,000+71.4% | Added |
| Macquarie Group Ltd | 12,967 | $1.66M | 0.00% | +11,864+1,075.6% | Added |
| UBS Group AG | 12,836 | $1.64M | 0.00% | +2,230+21.0% | Added |
| State of Michigan Retirement System | 12,820 | $1.64M | 0.01% | −400−3.0% | Reduced |
| STRS Ohio | 12,068 | $1.54M | 0.01% | +1,037+9.4% | Added |
| Ameritas Investment Partners, Inc. | 12,022 | $1.54M | 0.06% | −1,342−10.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,888 | $1.52M | 0.04% | −6−0.1% | Reduced |
| Pathstone Family Office, LLC | 11,823 | $1.51M | 0.01% | +2,775+30.7% | Added |
| Epoch Investment Partners, Inc. | 11,773 | $1.51M | 0.01% | +1,008+9.4% | Added |
| New Mexico Educational Retirement Board | 11,000 | $1.41M | 0.06% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,855 | $1.39M | 0.01% | −15,014−58.0% | Reduced |
| Storebrand Asset Management AS | 9,923 | $1.27M | 0.01% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 9,813 | $1.26M | 0.07% | +9,813 | New |
| Federation des caisses Desjardins du Quebec | 9,716 | $1.24M | 0.01% | +9,137+1,578.1% | Added |
| Teacher Retirement System of Texas | 9,654 | $1.24M | 0.01% | −4,116−29.9% | Reduced |
| Utah Retirement Systems | 9,141 | $1.17M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,045 | $1.16M | 0.00% | −379−4.0% | Reduced |
| Aurora Investment Counsel | 8,847 | $1.13M | 0.75% | −61−0.7% | Reduced |
| Mariner, LLC | 8,743 | $1.12M | 0.00% | −216−2.4% | Reduced |
| Davis R M Inc | 8,267 | $1.06M | 0.03% | −1,065−11.4% | Reduced |
| Costello Asset Management, INC | 8,070 | $1.03M | 0.95% | −5−0.1% | Reduced |
| Handelsbanken Fonder AB | 8,000 | $1.02M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,898 | $1.01M | 0.01% | +35+0.4% | Added |
| Inceptionr LLC | 7,882 | $1.01M | 0.57% | +7,882 | New |
| FMR LLC | 7,775 | $995.2K | 0.00% | −209,483−96.4% | Reduced |
| Duality Advisers, LP | 7,618 | $975.1K | 0.12% | +4,857+175.9% | Added |
| XTX Topco Ltd | 7,609 | $974.0K | 0.17% | +5,077+200.5% | Added |
| Dark Forest Capital Management LP | 7,569 | $968.8K | 0.08% | +7,569 | New |
| CI Private Wealth, LLC | 7,463 | $955.3K | 0.00% | +530+7.6% | Added |
| Voya Investment Management LLC | 7,442 | $952.6K | 0.00% | −7,405−49.9% | Reduced |
| CWM Advisors, LLC | 7,354 | $941.3K | 0.12% | +802+12.2% | Added |
| Bessemer Group Inc | 7,272 | $931.0K | 0.00% | −481−6.2% | Reduced |
| Federated Hermes, Inc. | 7,264 | $929.8K | 0.00% | −477−6.2% | Reduced |
| Assenagon Asset Management S.A. | 6,851 | $876.9K | 0.00% | −144,832−95.5% | Reduced |
| Xponance, Inc. | 6,425 | $822.4K | 0.01% | −95−1.5% | Reduced |
| State of Alaska, Department of Revenue | 6,372 | $815.0K | 0.01% | −260−3.9% | Reduced |
| Bayesian Capital Management, LP | 6,315 | $808.3K | 0.09% | +4,416+232.5% | Added |
| Pictet Asset Management Holding SA | 6,191 | $792.4K | 0.00% | +6,191 | New |
| Quent Capital, LLC | 6,172 | $790.0K | 0.12% | +35+0.6% | Added |
| TownSquare Capital, LLC | 6,063 | $776.1K | 0.01% | +110+1.8% | Added |
| Engineers Gate Manager LP | 5,987 | $766.3K | 0.03% | +5,987 | New |
| Public Employees Retirement Association of Colorado | 5,974 | $765.0K | 0.00% | −1,200−16.7% | Reduced |
| JustInvest LLC | 5,904 | $755.7K | 0.02% | −844−12.5% | Reduced |
| Toronto Dominion Bank | 5,862 | $750.3K | 0.00% | +1,075+22.5% | Added |
| Prudential Financial Inc | 5,814 | $744.2K | 0.00% | +511+9.6% | Added |
| US Bancorp | 5,758 | $737.0K | 0.00% | −5−0.1% | Reduced |
| Logan Capital Management Inc | 5,753 | $736.4K | 0.04% | +778+15.6% | Added |
| Cardinal Capital Management | 5,604 | $717.3K | 0.15% | +199+3.7% | Added |
| Creative Planning | 5,463 | $699.3K | 0.00% | −134−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,402 | $691.5K | 0.02% | +680+14.4% | Added |
| SYSTM Wealth Solutions LLC | 5,306 | $679.2K | 0.10% | +1,304+32.6% | Added |
| LPL Financial LLC | 5,183 | $663.4K | 0.00% | +467+9.9% | Added |
| Jefferies Financial Group Inc. | 5,181 | $663.2K | 0.02% | −199−3.7% | Reduced |
| Ridgewood Investments LLC | 5,106 | $653.6K | 0.43% | −140−2.7% | Reduced |
| DF Dent & Co Inc | 4,859 | $622.0K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 4,800 | $614.4K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 4,791 | $613.2K | 0.00% | −193−3.9% | Reduced |
| Securian Asset Management, Inc | 4,540 | $581.1K | 0.02% | −227−4.8% | Reduced |
| Merit Financial Group, LLC | 4,514 | $577.8K | 0.02% | −56−1.2% | Reduced |