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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| Glassman Wealth Services | 1 | $147 | 0.00% | −4−80.0% | Reduced |
| Tfo-TDC, LLC | 2 | $294 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $295 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 4 | $589 | 0.00% | −7−63.6% | Reduced |
| Baystate Wealth Management LLC | 4 | $589 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $821 | 0.00% | −4−40.0% | Reduced |
| Harbour Investments, Inc. | 6 | $883 | 0.00% | +6 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 7 | $1.03K | 0.00% | −3−30.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $1.03K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $1.18K | 0.00% | +8 | New |
| O'Dell Group, LLC | 12 | $1.77K | 0.00% | +12 | New |
| Allspring Global Investments Holdings, LLC | 13 | $1.91K | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 14 | $2.06K | 0.00% | +1+7.7% | Added |
| Bruce G. Allen Investments, LLC | 14 | $2.06K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 15 | $2.21K | 0.00% | −3−16.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 15 | $2.21K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $2.35K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 18 | $2.65K | 0.00% | +18 | New |
| Sachetta, LLC | 18 | $2.65K | 0.00% | +18 | New |
| Allworth Financial LP | 20 | $2.94K | 0.00% | −29−59.2% | Reduced |
| LGT Financial Advisors LLC | 22 | $3.24K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $3.38K | 0.00% | −23−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 23 | $3.38K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $3.50K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $3.68K | 0.00% | −9−26.5% | Reduced |
| Park Place Capital Corp | 25 | $3.68K | 0.00% | +25 | New |
| Zions Bancorporation, N.A. | 28 | $4.12K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $4.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $4.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $4.86K | 0.00% | +3+10.0% | Added |
| Sunbelt Securities, Inc. | 36 | $5.30K | 0.00% | +5+16.1% | Added |
| Lindbrook Capital, LLC | 38 | $5.59K | 0.00% | +25+192.3% | Added |
| First Manhattan Co | 39 | $5.74K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 42 | $6.18K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 47 | $6.66K | 0.00% | −1−2.1% | Reduced |
| FinTrust Capital Advisors, LLC | 46 | $6.77K | 0.00% | +46 | New |
| Crewe Advisors LLC | 50 | $7.36K | 0.00% | +50 | New |
| Whittier Trust Co | 51 | $7.50K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $7.51K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 62 | $9.00K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 70 | $9.88K | 0.00% | +70 | New |
| Richardson Financial Services Inc. | 68 | $10.0K | 0.01% | +68 | New |
| Investors Research Corp | 70 | $10.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 73 | $10.7K | 0.00% | −5−6.4% | Reduced |
| Massmutual Trust Co FSB | 76 | $11.2K | 0.00% | −118−60.8% | Reduced |
| Ci Investments Inc. | 81 | $12.0K | 0.00% | +1+1.3% | Added |
| EverSource Wealth Advisors, LLC | 82 | $12.1K | 0.00% | +7+9.3% | Added |
| PFS Partners, LLC | 85 | $12.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 92 | $13.5K | 0.00% | +2+2.2% | Added |
| TD Waterhouse Canada Inc. | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $16.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $17.7K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 140 | $20.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 150 | $22.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 157 | $23.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 160 | $23.5K | 0.01% | +19+13.5% | Added |
| Plante Moran Financial Advisors, LLC | 165 | $24.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $24.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 167 | $25.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 177 | $26.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 181 | $26.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 200 | $27.8K | 0.00% | +10+5.3% | Added |
| Clean Yield Group | 200 | $29.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 204 | $30.0K | 0.00% | −52−20.3% | Reduced |
| Nomura Asset Management Co Ltd | 220 | $32.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 241 | $35.5K | 0.00% | +168+230.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 248 | $37.0K | 0.00% | +51+25.9% | Added |
| Proequities, Inc. | 267 | $39.3K | 0.00% | +183+217.9% | Added |
| Umb Bank N A | 320 | $47.1K | 0.00% | −152−32.2% | Reduced |
| Fifth Third Bancorp | 430 | $63.3K | 0.00% | +49+12.9% | Added |
| First Horizon Advisors, Inc. | 431 | $63.4K | 0.00% | −142−24.8% | Reduced |
| Assetmark, Inc | 453 | $66.7K | 0.00% | +417+1,158.3% | Added |
| Advisory Services Network, LLC | 508 | $74.8K | 0.00% | +508 | New |
| CWM, LLC | 510 | $75.0K | 0.00% | +227+80.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 510 | $75.1K | 0.03% | +510 | New |
| State of Wyoming | 544 | $80.1K | 0.01% | −142−20.7% | Reduced |
| Quadrant Capital Group LLC | 560 | $82.4K | 0.01% | +21+3.9% | Added |
| Parkside Financial Bank & Trust | 596 | $87.7K | 0.02% | +6+1.0% | Added |
| Arcadia Investment Management Corp | 650 | $95.7K | 0.02% | 00.0% | Unchanged |
| Globeflex Capital L P | 800 | $117.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 893 | $131.4K | 0.07% | −1,473−62.3% | Reduced |
| Vestor Capital, LLC | 1,000 | $147.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,090 | $160.4K | 0.13% | +130+13.5% | Added |
| Principal Securities, Inc. | 1,260 | $185.4K | 0.01% | +1,260 | New |
| Cetera Advisors LLC | 1,372 | $201.9K | 0.00% | +1,372 | New |
| American Trust | 1,401 | $206.2K | 0.02% | +1,401 | New |
| Ossiam | 1,434 | $211.0K | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 1,439 | $211.8K | 0.04% | +1,439 | New |
| Park Avenue Securities LLC | 1,457 | $214.0K | 0.00% | +1,457 | New |
| CIBC Asset Management Inc | 1,462 | $215.2K | 0.00% | +1,462 | New |
| Beacon Investment Advisory Services, Inc. | 1,463 | $215.3K | 0.01% | +1,463 | New |
| HSBC Holdings PLC | 1,488 | $219.6K | 0.00% | −19,930−93.1% | Reduced |
| Naples Global Advisors, LLC | 1,500 | $220.8K | 0.02% | +1,500 | New |
| First Hawaiian Bank | 1,570 | $231.1K | 0.01% | −195−11.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,596 | $235.0K | 0.00% | +1,596 | New |