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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 4,496 | $575.5K | 0.00% | +4,496 | New |
| Pacer Advisors, Inc. | 4,485 | $574.1K | 0.00% | −4,915−52.3% | Reduced |
| Illinois Municipal Retirement Fund | 4,456 | $570.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,436 | $567.8K | 0.00% | −2,000−31.1% | Reduced |
| Centiva Capital, LP | 4,363 | $558.5K | 0.03% | −373−7.9% | Reduced |
| Hills Bank & Trust Co | 4,300 | $550.4K | 0.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,223 | $540.5K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,201 | $537.7K | 0.00% | −194−4.4% | Reduced |
| ISAM Funds (UK) Ltd | 4,190 | $536.3K | 0.34% | +4,190 | New |
| CIBC World Markets Inc. | 4,124 | $528.0K | 0.00% | +176+4.5% | Added |
| Mountain Pacific Investment Advisers Inc | 4,050 | $518.4K | 0.04% | −600−12.9% | Reduced |
| Vestcor Inc | 3,835 | $491.0K | 0.02% | +3,835 | New |
| Wealth Enhancement Advisory Services, LLC | 3,650 | $467.2K | 0.00% | +3,650 | New |
| Crossmark Global Holdings, Inc. | 3,638 | $465.0K | 0.01% | −185−4.8% | Reduced |
| Boston Family Office LLC | 3,585 | $459.0K | 0.04% | −11,031−75.5% | Reduced |
| Nebula Research & Development LLC | 3,532 | $452.1K | 0.24% | +3,532 | New |
| Bank of Hawaii | 3,513 | $449.7K | 0.03% | +3,513 | New |
| Studio Investment Management LLC | 3,508 | $449.0K | 0.13% | +369+11.8% | Added |
| Dynamic Technology Lab Private Ltd | 3,446 | $441.0K | 0.04% | −5,725−62.4% | Reduced |
| HRT Financial LP | 3,359 | $429.0K | 0.00% | −23,953−87.7% | Reduced |
| Oak Thistle LLC | 3,037 | $388.7K | 0.11% | +3,037 | New |
| Ethic Inc. | 3,033 | $388.2K | 0.01% | −912−23.1% | Reduced |
| Shell Asset Management Co | 3,030 | $388.0K | 0.02% | −53−1.7% | Reduced |
| Eukles Asset Management | 3,016 | $386.0K | 0.20% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 3,000 | $384.0K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,909 | $372.4K | 0.18% | +2,909 | New |
| Aquatic Capital Management LLC | 2,900 | $371.0K | 0.02% | −6,300−68.5% | Reduced |
| ProShare Advisors LLC | 2,895 | $370.6K | 0.00% | −232−7.4% | Reduced |
| RMR Wealth Builders | 2,867 | $367.0K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,857 | $365.7K | 0.00% | −2,212−43.6% | Reduced |
| Townsend & Associates, Inc | 3,257 | $365.1K | 0.08% | −4−0.1% | Reduced |
| Arbor Capital Management Inc | 3,000 | $350.6K | 0.31% | 00.0% | Unchanged |
| Caxton Associates LP | 2,708 | $346.6K | 0.05% | −1,009−27.1% | Reduced |
| Commerce Bank | 2,701 | $345.7K | 0.00% | −105−3.7% | Reduced |
| Silvercrest Asset Management Group LLC | 2,562 | $327.9K | 0.00% | −1,166−31.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,500 | $320.0K | 0.00% | −455−15.4% | Reduced |
| Shelton Capital Management | 2,487 | $318.3K | 0.01% | −169−6.4% | Reduced |
| Echo Street Capital Management LLC | 2,464 | $315.4K | 0.00% | −1,772−41.8% | Reduced |
| M&T Bank Corp | 2,442 | $313.1K | 0.00% | −137−5.3% | Reduced |
| CNB Bank | 2,366 | $302.8K | 0.18% | +380+19.1% | Added |
| Simon Quick Advisors, LLC | 2,353 | $301.2K | 0.03% | +719+44.0% | Added |
| Quantinno Capital Management LP | 2,239 | $287.0K | 0.01% | −1,651−42.4% | Reduced |
| Ellevest, Inc. | 2,242 | $287.0K | 0.02% | −210−8.6% | Reduced |
| Coastline Trust Co | 2,210 | $282.9K | 0.04% | −3,170−58.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,888 | $279.0K | 0.00% | −2−0.1% | Reduced |
| 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 |
| Shay Capital LLC | 2,040 | $261.1K | 0.08% | +2,040 | New |
| CAPROCK Group, Inc. | 2,038 | $260.9K | 0.02% | +132+6.9% | Added |
| Greenleaf Trust | 1,882 | $240.9K | 0.00% | +48+2.6% | Added |
| Mirabella Financial Services LLP | 1,874 | $239.9K | 0.03% | +1,874 | New |
| Commonwealth Equity Services, LLC | 1,825 | $234.0K | 0.00% | −289−13.7% | Reduced |
| First Hawaiian Bank | 1,765 | $225.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,635 | $209.3K | 0.01% | −34−2.0% | Reduced |
| Poehling Capital Management, LLC | 1,616 | $206.8K | 0.07% | +1,616 | New |
| Stifel Financial Corp | 1,593 | $203.9K | 0.00% | +77+5.1% | Added |
| Cetera Advisor Networks LLC | 1,587 | $203.1K | 0.00% | +1,587 | New |
| Kapitalo Investimentos Ltda | 1,495 | $191.4K | 0.03% | +750+100.7% | Added |
| Ossiam | 1,434 | $183.6K | 0.00% | −256−15.1% | Reduced |
| Vestor Capital, LLC | 1,000 | $128.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 960 | $122.9K | 0.13% | 00.0% | Unchanged |
| Globeflex Capital L P | 800 | $102.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 686 | $87.8K | 0.02% | +352+105.4% | Added |
| Arcadia Investment Management Corp | 650 | $83.2K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 590 | $75.5K | 0.02% | +3+0.5% | Added |
| First Horizon Advisors, Inc. | 573 | $73.3K | 0.00% | +65+12.8% | Added |
| Quadrant Capital Group LLC | 539 | $69.0K | 0.01% | +22+4.3% | Added |
| Umb Bank N A | 472 | $60.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 389 | $50.0K | 0.04% | +389 | New |
| Fifth Third Bancorp | 381 | $48.8K | 0.00% | +69+22.1% | Added |
| FIL Ltd | 346 | $44.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 283 | $36.0K | 0.00% | +3+1.1% | Added |
| Parallel Advisors, LLC | 256 | $32.8K | 0.00% | +6+2.4% | Added |
| Nomura Asset Management Co Ltd | 220 | $28.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $25.1K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 197 | $25.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $24.8K | 0.00% | +25+14.8% | Added |
| Global Retirement Partners, LLC | 190 | $23.8K | 0.00% | −58−23.4% | Reduced |
| Caldwell Trust Co | 181 | $23.2K | 0.00% | −47−20.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 177 | $22.7K | 0.01% | +177 | New |
| Bartlett & Co. Wealth Management LLC | 167 | $21.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $21.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 167 | $21.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 157 | $20.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 150 | $19.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 141 | $18.0K | 0.01% | −11−7.2% | Reduced |
| NBC Securities, Inc. | 140 | $17.0K | 0.00% | +140 | New |
| Baker Avenue Asset Management, LP | 132 | $16.9K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $15.4K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $14.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 101 | $12.9K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $12.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $11.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 85 | $10.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 84 | $10.8K | 0.00% | −1−1.2% | Reduced |
| Ci Investments Inc. | 80 | $10.0K | 0.00% | −13,840−99.4% | Reduced |
| Leonteq Securities AG | 78 | $9.98K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 75 | $9.60K | 0.00% | 00.0% | Unchanged |