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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 11,700 | $1.72M | 0.04% | +8,800+303.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,828 | $1.74M | 0.01% | +973+9.0% | Added |
| Ameritas Investment Partners, Inc. | 11,835 | $1.74M | 0.06% | −187−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,925 | $1.76M | 0.05% | +37+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 12,127 | $1.78M | 0.02% | +2,411+24.8% | Added |
| Daiwa Securities Group Inc. | 12,356 | $1.82M | 0.01% | −3,700−23.0% | Reduced |
| State of Michigan Retirement System | 12,820 | $1.89M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12,954 | $1.91M | 0.00% | −1,475−10.2% | Reduced |
| Guggenheim Capital LLC | 14,303 | $2.10M | 0.02% | +14,303 | New |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 14,500 | $2.13M | 0.15% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,677 | $2.16M | 0.01% | +14,677 | New |
| King Luther Capital Management Corp | 14,700 | $2.16M | 0.01% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 14,820 | $2.18M | 0.71% | −1,200−7.5% | Reduced |
| Arizona State Retirement System | 14,985 | $2.21M | 0.02% | −252−1.7% | Reduced |
| Louisiana State Employees Retirement System | 15,100 | $2.22M | 0.05% | −100−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 15,151 | $2.23M | 0.04% | +100+0.7% | Added |
| State of Tennessee, Treasury Department | 16,165 | $2.38M | 0.01% | −21,645−57.2% | Reduced |
| UBS Group AG | 16,863 | $2.48M | 0.00% | +4,027+31.4% | Added |
| Ensign Peak Advisors, Inc | 17,110 | $2.52M | 0.00% | +1,400+8.9% | Added |
| Man Group plc | 17,140 | $2.52M | 0.01% | – | – |
| Teachers Retirement System of the State of Kentucky | 17,633 | $2.60M | 0.02% | −900−4.9% | Reduced |
| Verition Fund Management LLC | 17,876 | $2.63M | 0.03% | +776+4.5% | Added |
| Fruth Investment Management | 18,400 | $2.71M | 0.76% | 00.0% | Unchanged |
| Jade Capital Advisors, LLC | 20,000 | $2.94M | 1.79% | +20,000 | New |
| Davidson Kempner Capital Management LP | 20,000 | $2.94M | 0.05% | +20,000 | New |
| South Dakota Investment Council | 20,167 | $2.97M | 0.06% | +548+2.8% | Added |
| Kennedy Capital Management, Inc. | 20,594 | $3.03M | 0.07% | −8,299−28.7% | Reduced |
| Citadel Advisors LLC | 21,008 | $3.09M | 0.00% | −317,823−93.8% | Reduced |
| Degroof Petercam Asset Management | 21,038 | $3.10M | 0.04% | +21,038 | New |
| Assenagon Asset Management S.A. | 21,842 | $3.21M | 0.01% | +14,991+218.8% | Added |
| Hudson Bay Capital Management LP | 22,000 | $3.24M | 0.03% | −34,712−61.2% | Reduced |
| Timelo Investment Management Inc. | 22,000 | $3.24M | 6.93% | +3,000+15.8% | Added |
| Public Employees Retirement System of Ohio | 22,274 | $3.28M | 0.01% | +609+2.8% | Added |
| Macquarie Group Ltd | 22,914 | $3.37M | 0.00% | +9,947+76.7% | Added |
| PEAK6 Investments LLC | 23,337 | $3.43M | 0.15% | +23,337 | New |
| Treasurer of the State of North Carolina | 23,592 | $3.47M | 0.02% | +230+1.0% | Added |
| Advisor Group Holdings, Inc. | 24,093 | $3.55M | 0.01% | −970−3.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 24,590 | $3.62M | 1.22% | −140−0.6% | Reduced |
| Duality Advisers, LP | 24,751 | $3.64M | 0.39% | +17,133+224.9% | Added |
| State of New Jersey Common Pension Fund D | 24,833 | $3.65M | 0.01% | −2,139−7.9% | Reduced |
| Yousif Capital Management, LLC | 25,538 | $3.76M | 0.04% | +48+0.2% | Added |
| Brandywine Global Investment Management, LLC | 25,775 | $3.79M | 0.03% | −1,403−5.2% | Reduced |
| Janus Henderson Group PLC | 25,873 | $3.81M | 0.00% | −17,232−40.0% | Reduced |
| Southeast Asset Advisors Inc. | 28,645 | $4.22M | 0.56% | +1,429+5.3% | Added |
| Comerica Bank | 29,892 | $4.40M | 0.02% | +7,051+30.9% | Added |
| MetLife Investment Management | 30,218 | $4.45M | 0.03% | −494−1.6% | Reduced |
| Heartland Advisors Inc | 30,655 | $4.51M | 0.24% | +30,655 | New |
| Mutual of America Capital Management LLC | 33,133 | $4.88M | 0.06% | −1,724−4.9% | Reduced |
| Oak Ridge Investments LLC | 33,939 | $4.99M | 0.57% | −2,377−6.5% | Reduced |
| Amalgamated Bank | 34,100 | $5.02M | 0.04% | −1,373−3.9% | Reduced |
| BNP Paribas Arbitrage, SA | 36,171 | $5.32M | 0.01% | −60,140−62.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,361 | $5.50M | 0.02% | −1,525−3.9% | Reduced |
| Great West Life Assurance Co | 38,291 | $5.62M | 0.01% | −80.0% | Reduced |
| National Bank of Canada | 39,934 | $5.80M | 0.01% | −38,102−48.8% | Reduced |
| Goldman Sachs Group Inc | 40,129 | $5.91M | 0.00% | −22,928−36.4% | Reduced |
| Chartwell Investment Partners, LLC | 41,402 | $6.09M | 0.21% | +41,402 | New |
| Fred Alger Management, LLC | 41,939 | $6.17M | 0.03% | −2,596−5.8% | Reduced |
| S&CO Inc | 42,500 | $6.25M | 0.48% | +42,500 | New |
| Boston Trust Walden Corp | 42,711 | $6.29M | 0.05% | −106,568−71.4% | Reduced |
| Portman Square Capital LLP | 44,531 | $6.55M | 1.14% | −198,212−81.7% | Reduced |
| Texas Permanent School Fund | 46,305 | $6.81M | 0.06% | +781+1.7% | Added |
| State Board of Administration of Florida Retirement System | 47,716 | $7.02M | 0.01% | +1,539+3.3% | Added |
| Hunter Perkins Capital Management, LLC | 48,467 | $7.13M | 1.49% | +48,467 | New |
| Leith Wheeler Investment Counsel Ltd. | 48,524 | $7.14M | 0.78% | −630−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 49,333 | $7.26M | 0.01% | −102−0.2% | Reduced |
| Franklin Resources Inc | 49,474 | $7.28M | 0.00% | −7,400−13.0% | Reduced |
| Envestnet Asset Management Inc | 49,937 | $7.35M | 0.00% | +11,581+30.2% | Added |
| Gabelli Funds LLC | 50,000 | $7.36M | 0.06% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 50,775 | $7.47M | 3.20% | +8,531+20.2% | Added |
| New York State Common Retirement Fund | 51,778 | $7.62M | 0.01% | −5,824−10.1% | Reduced |
| Credit Suisse AG | 53,248 | $7.84M | 0.01% | −8,746−14.1% | Reduced |
| AQR Capital Management LLC | 53,275 | $7.84M | 0.01% | −27,647−34.2% | Reduced |
| New York State Teachers Retirement System | 53,318 | $7.85M | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 53,651 | $7.90M | 0.01% | +5,227+10.8% | Added |
| Trillium Asset Management, LLC | 54,931 | $8.08M | 0.22% | +5,437+11.0% | Added |
| Addenda Capital Inc. | 55,768 | $8.21M | 0.32% | −419−0.7% | Reduced |
| California State Teachers Retirement System | 56,796 | $8.36M | 0.01% | −2,584−4.4% | Reduced |
| State of Wisconsin Investment Board | 56,987 | $8.39M | 0.02% | +1,817+3.3% | Added |
| HBK Investments L P | 59,707 | $8.79M | 0.21% | +1,407+2.4% | Added |
| Wells Fargo & Company | 62,310 | $9.17M | 0.00% | +36,384+140.3% | Added |
| Burney Co | 65,439 | $9.63M | 0.41% | −4,705−6.7% | Reduced |
| Retirement Systems of Alabama | 67,136 | $9.88M | 0.04% | +207+0.3% | Added |
| Epoch Investment Partners, Inc. | 68,400 | $10.1M | 0.05% | +56,627+481.0% | Added |
| Great Lakes Advisors, LLC | 70,656 | $10.4M | 0.10% | −50,849−41.8% | Reduced |
| American International Group, Inc. | 72,401 | $10.7M | 0.04% | −3,118−4.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 73,000 | $10.7M | 0.09% | +73,000 | New |
| Vident Advisory, LLC | 77,884 | $11.5M | 0.29% | +13,707+21.4% | Added |
| Legal & General Group Plc | 80,789 | $11.9M | 0.00% | −580−0.7% | Reduced |
| Advantage Alpha Capital Partners LP | 82,748 | $12.2M | 2.31% | +10,127+13.9% | Added |
| Invesco Ltd. | 91,389 | $13.4M | 0.00% | −43,919−32.5% | Reduced |
| UBS Asset Management Americas Inc | 91,724 | $13.5M | 0.01% | +1,755+2.0% | Added |
| Jane Street Group, LLC | 93,321 | $13.7M | 0.02% | −17,993−16.2% | Reduced |
| Swiss National Bank | 105,600 | $15.5M | 0.01% | −12,000−10.2% | Reduced |
| Barclays PLC | 108,765 | $16.0M | 0.01% | +26,247+31.8% | Added |
| Norges Bank | 110,073 | $16.2M | 0.00% | +33,751+44.2% | Added |
| Cardinal Capital Management LLC | 117,862 | $17.3M | 0.80% | +56,498+92.1% | Added |
| D. E. Shaw & Co., Inc. | 126,038 | $18.5M | 0.03% | −133,871−51.5% | Reduced |
| Millennium Management LLC | 126,079 | $18.6M | 0.02% | −22,737−15.3% | Reduced |
| Nuveen Asset Management, LLC | 129,766 | $19.1M | 0.01% | +19,343+17.5% | Added |
| Squarepoint Ops LLC | 139,672 | $20.6M | 0.08% | −37,148−21.0% | Reduced |