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, Q4 2023
Institutional positions in MIDDLEBY Corp as of Dec 31, 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
- 347
- +7 vs. Q3 2023
- Shares held
- 53.0M
- +205.4K (+0.4%) vs. Q3 2023
- Total value
- $7.81B
- +$1.03B (+15.2%) vs. Q3 2023
- New holders
- 52
- 112 more added
- Sold out
- 45
- 120 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,097,488 | $750.2M | 0.02% | +22,978+0.5% | Added |
| Select Equity Group, L.P. | 4,953,982 | $729.1M | 2.69% | +316,271+6.8% | Added |
| BlackRock Inc. | 4,457,976 | $656.1M | 0.02% | −15,830−0.4% | Reduced |
| Wellington Management Group LLP | 3,967,460 | $583.9M | 0.11% | −252,711−6.0% | Reduced |
| JPMorgan Chase & Co | 3,181,457 | $468.2M | 0.05% | +926,761+41.1% | Added |
| Victory Capital Management Inc | 2,762,555 | $406.6M | 0.43% | +59,865+2.2% | Added |
| EdgePoint Investment Group Inc. | 1,978,011 | $291.1M | 2.52% | −112,501−5.4% | Reduced |
| Nordea Investment Management AB | 1,696,476 | $251.6M | 0.32% | +198,859+13.3% | Added |
| Turtle Creek Asset Management Inc. | 1,613,645 | $237.5M | 6.27% | +104,630+6.9% | Added |
| State Street Corp | 1,517,933 | $223.4M | 0.01% | +56,435+3.9% | Added |
| Price T Rowe Associates Inc | 1,438,669 | $211.7M | 0.03% | −12,711−0.9% | Reduced |
| Bank of America Corp | 1,248,713 | $183.8M | 0.02% | +22,618+1.8% | Added |
| Fiera Capital Corp | 1,080,224 | $159.0M | 0.49% | −238,329−18.1% | Reduced |
| Alliancebernstein L.P. | 1,052,876 | $155.0M | 0.06% | −621,557−37.1% | Reduced |
| Morgan Stanley | 1,032,867 | $152.0M | 0.01% | −73,903−6.7% | Reduced |
| Sarasin & Partners LLP | 913,397 | $134.4M | 1.48% | −13,855−1.5% | Reduced |
| Geode Capital Management, LLC | 870,826 | $128.2M | 0.01% | +27,912+3.3% | Added |
| Bank of Montreal | 709,473 | $105.9M | 0.06% | +25,548+3.7% | Added |
| Dimensional Fund Advisors LP | 617,974 | $91.0M | 0.03% | +13,632+2.3% | Added |
| Boston Partners | 505,943 | $74.4M | 0.10% | +16,813+3.4% | Added |
| StonePine Asset Management Inc. | 494,461 | $72.8M | 0.78% | +217,618+78.6% | Added |
| Balyasny Asset Management LLC | 483,214 | $71.1M | 0.20% | +406,958+533.7% | Added |
| American Century Companies Inc | 450,398 | $66.3M | 0.05% | +111,503+32.9% | Added |
| Bank of New York Mellon Corp | 446,977 | $65.8M | 0.01% | +1,880+0.4% | Added |
| ArrowMark Colorado Holdings LLC | 385,130 | $56.7M | 0.63% | −89,878−18.9% | Reduced |
| Northern Trust Corp | 385,111 | $56.7M | 0.01% | −8,970−2.3% | Reduced |
| Oldfield Partners LLP | 351,539 | $51.7M | 7.10% | +351,539 | New |
| Charles Schwab Investment Management Inc | 330,436 | $48.6M | 0.01% | +8,018+2.5% | Added |
| Ariel Investments, LLC | 297,464 | $43.8M | 0.44% | +3,421+1.2% | Added |
| Point72 Asset Management, L.P. | 293,798 | $43.2M | 0.13% | +129,678+79.0% | Added |
| Deutsche Bank AG | 274,194 | $40.4M | 0.02% | +35,567+14.9% | Added |
| Lazard Asset Management LLC | 273,669 | $40.3M | 0.05% | −2,263−0.8% | Reduced |
| Credential Qtrade Securities Inc. | 270,898 | $39.9M | 2.38% | +7,317+2.8% | Added |
| Ameriprise Financial Inc | 270,188 | $39.8M | 0.01% | −6,542−2.4% | Reduced |
| HighTower Advisors, LLC | 251,869 | $37.1M | 0.06% | +9,472+3.9% | Added |
| Manufacturers Life Insurance Company, The | 234,727 | $34.5M | 0.02% | +14,495+6.6% | Added |
| T. Rowe Price Investment Management, Inc. | 233,483 | $34.4M | 0.02% | +60,401+34.9% | Added |
| Thrivent Financial for Lutherans | 203,683 | $30.0M | 0.07% | −62,088−23.4% | Reduced |
| Principal Financial Group Inc | 196,774 | $29.0M | 0.02% | −941−0.5% | Reduced |
| California Public Employees Retirement System | 184,003 | $27.1M | 0.02% | −5,022−2.7% | Reduced |
| Clark Capital Management Group, Inc. | 173,511 | $25.5M | 0.21% | −40,217−18.8% | Reduced |
| Impax Asset Management Group plc | 165,184 | $24.3M | 0.10% | −18,434−10.0% | Reduced |
| Loomis Sayles & Co L P | 159,694 | $23.5M | 0.04% | +8,539+5.6% | Added |
| Dixon Mitchell Investment Counsel Inc. | 153,668 | $22.6M | 1.20% | +53,248+53.0% | Added |
| Rhumbline Advisers | 153,583 | $22.6M | 0.02% | −4,677−3.0% | Reduced |
| Citigroup Inc | 148,827 | $21.9M | 0.03% | −48,506−24.6% | Reduced |
| First Trust Advisors LP | 143,162 | $21.1M | 0.02% | +38,064+36.2% | Added |
| Squarepoint Ops LLC | 139,672 | $20.6M | 0.08% | −37,148−21.0% | Reduced |
| Nuveen Asset Management, LLC | 129,766 | $19.1M | 0.01% | +19,343+17.5% | Added |
| Millennium Management LLC | 126,079 | $18.6M | 0.02% | −22,737−15.3% | Reduced |
| D. E. Shaw & Co., Inc. | 126,038 | $18.5M | 0.03% | −133,871−51.5% | Reduced |
| Cardinal Capital Management LLC | 117,862 | $17.3M | 0.80% | +56,498+92.1% | Added |
| Norges Bank | 110,073 | $16.2M | 0.00% | +33,751+44.2% | Added |
| Barclays PLC | 108,765 | $16.0M | 0.01% | +26,247+31.8% | Added |
| Swiss National Bank | 105,600 | $15.5M | 0.01% | −12,000−10.2% | Reduced |
| Jane Street Group, LLC | 93,321 | $13.7M | 0.02% | −17,993−16.2% | Reduced |
| UBS Asset Management Americas Inc | 91,724 | $13.5M | 0.01% | +1,755+2.0% | Added |
| Invesco Ltd. | 91,389 | $13.4M | 0.00% | −43,919−32.5% | Reduced |
| Advantage Alpha Capital Partners LP | 82,748 | $12.2M | 2.31% | +10,127+13.9% | Added |
| Legal & General Group Plc | 80,789 | $11.9M | 0.00% | −580−0.7% | Reduced |
| Vident Advisory, LLC | 77,884 | $11.5M | 0.29% | +13,707+21.4% | Added |
| Schonfeld Strategic Advisors LLC | 73,000 | $10.7M | 0.09% | +73,000 | New |
| American International Group, Inc. | 72,401 | $10.7M | 0.04% | −3,118−4.1% | Reduced |
| Great Lakes Advisors, LLC | 70,656 | $10.4M | 0.10% | −50,849−41.8% | Reduced |
| Epoch Investment Partners, Inc. | 68,400 | $10.1M | 0.05% | +56,627+481.0% | Added |
| Retirement Systems of Alabama | 67,136 | $9.88M | 0.04% | +207+0.3% | Added |
| Burney Co | 65,439 | $9.63M | 0.41% | −4,705−6.7% | Reduced |
| Wells Fargo & Company | 62,310 | $9.17M | 0.00% | +36,384+140.3% | Added |
| HBK Investments L P | 59,707 | $8.79M | 0.21% | +1,407+2.4% | Added |
| State of Wisconsin Investment Board | 56,987 | $8.39M | 0.02% | +1,817+3.3% | Added |
| California State Teachers Retirement System | 56,796 | $8.36M | 0.01% | −2,584−4.4% | Reduced |
| Addenda Capital Inc. | 55,768 | $8.21M | 0.32% | −419−0.7% | Reduced |
| Trillium Asset Management, LLC | 54,931 | $8.08M | 0.22% | +5,437+11.0% | Added |
| SEI Investments Co | 53,651 | $7.90M | 0.01% | +5,227+10.8% | Added |
| New York State Teachers Retirement System | 53,318 | $7.85M | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 53,275 | $7.84M | 0.01% | −27,647−34.2% | Reduced |
| Credit Suisse AG | 53,248 | $7.84M | 0.01% | −8,746−14.1% | Reduced |
| New York State Common Retirement Fund | 51,778 | $7.62M | 0.01% | −5,824−10.1% | Reduced |
| Stone Run Capital, LLC | 50,775 | $7.47M | 3.20% | +8,531+20.2% | Added |
| Gabelli Funds LLC | 50,000 | $7.36M | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 49,937 | $7.35M | 0.00% | +11,581+30.2% | Added |
| Franklin Resources Inc | 49,474 | $7.28M | 0.00% | −7,400−13.0% | Reduced |
| The PNC Financial Services Group, Inc. | 49,333 | $7.26M | 0.01% | −102−0.2% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 48,524 | $7.14M | 0.78% | −630−1.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 48,467 | $7.13M | 1.49% | +48,467 | New |
| State Board of Administration of Florida Retirement System | 47,716 | $7.02M | 0.01% | +1,539+3.3% | Added |
| Texas Permanent School Fund | 46,305 | $6.81M | 0.06% | +781+1.7% | Added |
| Portman Square Capital LLP | 44,531 | $6.55M | 1.14% | −198,212−81.7% | Reduced |
| Boston Trust Walden Corp | 42,711 | $6.29M | 0.05% | −106,568−71.4% | Reduced |
| S&CO Inc | 42,500 | $6.25M | 0.48% | +42,500 | New |
| Fred Alger Management, LLC | 41,939 | $6.17M | 0.03% | −2,596−5.8% | Reduced |
| Chartwell Investment Partners, LLC | 41,402 | $6.09M | 0.21% | +41,402 | New |
| Goldman Sachs Group Inc | 40,129 | $5.91M | 0.00% | −22,928−36.4% | Reduced |
| National Bank of Canada | 39,934 | $5.80M | 0.01% | −38,102−48.8% | Reduced |
| Great West Life Assurance Co | 38,291 | $5.62M | 0.01% | −80.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,361 | $5.50M | 0.02% | −1,525−3.9% | Reduced |
| BNP Paribas Arbitrage, SA | 36,171 | $5.32M | 0.01% | −60,140−62.4% | Reduced |
| Amalgamated Bank | 34,100 | $5.02M | 0.04% | −1,373−3.9% | Reduced |
| Oak Ridge Investments LLC | 33,939 | $4.99M | 0.57% | −2,377−6.5% | Reduced |
| Mutual of America Capital Management LLC | 33,133 | $4.88M | 0.06% | −1,724−4.9% | Reduced |