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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 1,608 | $236.6K | 0.47% | −23,034−93.5% | Reduced |
| SG Americas Securities, LLC | 1,608 | $237.0K | 0.00% | −26,344−94.2% | Reduced |
| Poehling Capital Management, LLC | 1,616 | $237.8K | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,616 | $237.8K | 0.01% | +1,616 | New |
| Cetera Advisor Networks LLC | 1,638 | $241.1K | 0.00% | +51+3.2% | Added |
| Stephens Inc | 1,722 | $253.4K | 0.00% | +1,722 | New |
| Greenleaf Trust | 1,732 | $254.9K | 0.00% | −150−8.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,825 | $269.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,862 | $274.0K | 0.00% | +269+16.9% | Added |
| CAPROCK Group, Inc. | 1,960 | $288.5K | 0.02% | −78−3.8% | Reduced |
| Dorchester Wealth Management Co | 2,000 | $294.3K | 0.05% | −50−2.4% | Reduced |
| Hoylecohen, LLC | 2,050 | $301.7K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,361 | $303.0K | 0.00% | +473+25.1% | Added |
| Ballentine Partners, LLC | 2,125 | $312.7K | 0.01% | +2,125 | New |
| Sherbrooke Park Advisers LLC | 2,300 | $338.5K | 0.16% | +2,300 | New |
| Simon Quick Advisors, LLC | 2,316 | $340.8K | 0.03% | −37−1.6% | Reduced |
| Shelton Capital Management | 2,319 | $341.3K | 0.01% | −168−6.8% | Reduced |
| Shell Asset Management Co | 2,327 | $342.0K | 0.02% | −703−23.2% | Reduced |
| Toroso Investments, LLC | 2,391 | $351.9K | 0.01% | +2,391 | New |
| Davis R M Inc | 2,444 | $359.7K | 0.01% | −5,823−70.4% | Reduced |
| JustInvest LLC | 2,482 | $365.3K | 0.01% | −3,422−58.0% | Reduced |
| Silvercrest Asset Management Group LLC | 2,535 | $373.1K | 0.00% | −27−1.1% | Reduced |
| M&T Bank Corp | 2,552 | $375.2K | 0.00% | +110+4.5% | Added |
| Commerce Bank | 2,720 | $400.3K | 0.00% | +19+0.7% | Added |
| Capstone Investment Advisors, LLC | 2,790 | $410.6K | 0.01% | +2,790 | New |
| ProShare Advisors LLC | 2,819 | $414.9K | 0.00% | −76−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,852 | $419.7K | 0.00% | +352+14.1% | Added |
| Arbor Capital Management Inc | 3,000 | $419.9K | 0.32% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,867 | $421.9K | 0.06% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,968 | $436.8K | 0.00% | +2,968 | New |
| Studio Investment Management LLC | 2,981 | $438.7K | 0.11% | −527−15.0% | Reduced |
| Dark Forest Capital Management LP | 2,997 | $441.1K | 0.07% | −4,572−60.4% | Reduced |
| Calamos Wealth Management LLC | 3,000 | $441.5K | 0.03% | 00.0% | Unchanged |
| Eukles Asset Management | 3,016 | $443.9K | 0.21% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,031 | $446.1K | 0.01% | −1,828−37.6% | Reduced |
| Ellevest, Inc. | 3,092 | $455.1K | 0.03% | +850+37.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,399 | $500.2K | 0.00% | −251−6.9% | Reduced |
| Crossmark Global Holdings, Inc. | 3,560 | $524.0K | 0.01% | −78−2.1% | Reduced |
| Boston Family Office LLC | 3,585 | $528.0K | 0.04% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,650 | $537.2K | 0.03% | −400−9.9% | Reduced |
| Vestcor Inc | 4,032 | $593.0K | 0.02% | +197+5.1% | Added |
| Bayesian Capital Management, LP | 4,115 | $605.6K | 0.06% | −2,200−34.8% | Reduced |
| Maryland State Retirement & Pension System | 4,223 | $621.5K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 4,300 | $632.8K | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,399 | $647.0K | 0.00% | +275+6.7% | Added |
| Illinois Municipal Retirement Fund | 4,456 | $656.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,540 | $668.2K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 4,645 | $683.6K | 0.57% | −3,425−42.4% | Reduced |
| Blair William & Co | 4,791 | $705.1K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 4,800 | $706.4K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 5,077 | $747.2K | 0.00% | −106−2.0% | Reduced |
| Ridgewood Investments LLC | 5,106 | $751.5K | 0.44% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,139 | $756.3K | 0.02% | +625+13.8% | Added |
| Susquehanna International Group, LLP | 5,195 | $764.5K | 0.00% | +2,338+81.8% | Added |
| Cerity Partners LLC | 5,258 | $773.8K | 0.00% | +5,258 | New |
| Federated Hermes, Inc. | 5,283 | $777.5K | 0.00% | −1,981−27.3% | Reduced |
| Raymond James & Associates | 5,313 | $781.9K | 0.00% | +817+18.2% | Added |
| SYSTM Wealth Solutions LLC | 5,561 | $818.4K | 0.11% | +255+4.8% | Added |
| Neuberger Berman Group LLC | 5,601 | $824.3K | 0.00% | +1,400+33.3% | Added |
| Cardinal Capital Management | 5,728 | $843.0K | 0.16% | +124+2.2% | Added |
| Logan Capital Management Inc | 5,753 | $846.7K | 0.04% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 5,792 | $852.0K | 0.01% | −580−9.1% | Reduced |
| US Bancorp | 5,801 | $853.7K | 0.00% | +43+0.7% | Added |
| Ethic Inc. | 5,945 | $874.9K | 0.03% | +2,912+96.0% | Added |
| Pictet Asset Management Holding SA | 5,951 | $875.8K | 0.00% | −240−3.9% | Reduced |
| Public Employees Retirement Association of Colorado | 5,974 | $879.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 6,053 | $890.0K | 0.01% | +2,694+80.2% | Added |
| TownSquare Capital, LLC | 6,072 | $893.6K | 0.02% | +9+0.1% | Added |
| Nisa Investment Advisors, LLC | 6,206 | $913.3K | 0.01% | +1,770+39.9% | Added |
| Lighthouse Investment Partners, LLC | 6,370 | $937.5K | 0.07% | −3,443−35.1% | Reduced |
| Xponance, Inc. | 6,432 | $946.6K | 0.01% | +7+0.1% | Added |
| Voya Investment Management LLC | 6,661 | $980.3K | 0.00% | −781−10.5% | Reduced |
| Creative Planning | 6,793 | $999.7K | 0.00% | +1,330+24.3% | Added |
| Prudential Financial Inc | 6,956 | $1.02M | 0.00% | +1,142+19.6% | Added |
| Storebrand Asset Management AS | 6,978 | $1.03M | 0.00% | −2,945−29.7% | Reduced |
| Bessemer Group Inc | 7,127 | $1.05M | 0.00% | −145−2.0% | Reduced |
| Quent Capital, LLC | 7,204 | $1.06M | 0.14% | +1,032+16.7% | Added |
| CWM Advisors, LLC | 7,304 | $1.07M | 0.12% | −50−0.7% | Reduced |
| FMR LLC | 7,621 | $1.12M | 0.00% | −154−2.0% | Reduced |
| Glenmede Trust Co NA | 7,791 | $1.15M | 0.01% | −107−1.4% | Reduced |
| CI Private Wealth, LLC | 7,824 | $1.15M | 0.00% | +361+4.8% | Added |
| Mariner, LLC | 7,840 | $1.15M | 0.00% | −903−10.3% | Reduced |
| Trexquant Investment LP | 8,007 | $1.18M | 0.03% | +8,007 | New |
| Captrust Financial Advisors | 8,022 | $1.18M | 0.00% | −1,023−11.3% | Reduced |
| Pacer Advisors, Inc. | 8,052 | $1.19M | 0.00% | +3,567+79.5% | Added |
| Teacher Retirement System of Texas | 8,293 | $1.22M | 0.01% | −1,361−14.1% | Reduced |
| Toronto Dominion Bank | 8,302 | $1.22M | 0.00% | +2,440+41.6% | Added |
| Tower Research Capital LLC (TRC) | 8,469 | $1.25M | 0.02% | +3,067+56.8% | Added |
| Gotham Asset Management, LLC | 8,488 | $1.25M | 0.02% | +8,488 | New |
| Handelsbanken Fonder AB | 8,600 | $1.27M | 0.01% | +600+7.5% | Added |
| Utah Retirement Systems | 9,141 | $1.35M | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,153 | $1.35M | 0.11% | +9,153 | New |
| Twin Tree Management, LP | 9,335 | $1.37M | 0.02% | +9,335 | New |
| Aurora Investment Counsel | 10,451 | $1.43M | 0.93% | +1,604+18.1% | Added |
| Royal Bank of Canada | 9,699 | $1.43M | 0.00% | −13,366−57.9% | Reduced |
| STRS Ohio | 9,789 | $1.44M | 0.01% | −2,279−18.9% | Reduced |
| Atom Investors LP | 10,490 | $1.54M | 0.27% | +10,490 | New |
| New Mexico Educational Retirement Board | 11,000 | $1.62M | 0.06% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 11,208 | $1.65M | 1.26% | +11,208 | New |
| KBC Group NV | 11,417 | $1.68M | 0.01% | −3,119−21.5% | Reduced |