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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 143,162 | $21.1M | 0.02% | +38,064+36.2% | Added |
| Citigroup Inc | 148,827 | $21.9M | 0.03% | −48,506−24.6% | Reduced |
| Rhumbline Advisers | 153,583 | $22.6M | 0.02% | −4,677−3.0% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 153,668 | $22.6M | 1.20% | +53,248+53.0% | Added |
| Loomis Sayles & Co L P | 159,694 | $23.5M | 0.04% | +8,539+5.6% | Added |
| Impax Asset Management Group plc | 165,184 | $24.3M | 0.10% | −18,434−10.0% | Reduced |
| Clark Capital Management Group, Inc. | 173,511 | $25.5M | 0.21% | −40,217−18.8% | Reduced |
| California Public Employees Retirement System | 184,003 | $27.1M | 0.02% | −5,022−2.7% | Reduced |
| Principal Financial Group Inc | 196,774 | $29.0M | 0.02% | −941−0.5% | Reduced |
| Thrivent Financial for Lutherans | 203,683 | $30.0M | 0.07% | −62,088−23.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 233,483 | $34.4M | 0.02% | +60,401+34.9% | Added |
| Manufacturers Life Insurance Company, The | 234,727 | $34.5M | 0.02% | +14,495+6.6% | Added |
| HighTower Advisors, LLC | 251,869 | $37.1M | 0.06% | +9,472+3.9% | Added |
| Ameriprise Financial Inc | 270,188 | $39.8M | 0.01% | −6,542−2.4% | Reduced |
| Credential Qtrade Securities Inc. | 270,898 | $39.9M | 2.38% | +7,317+2.8% | Added |
| Lazard Asset Management LLC | 273,669 | $40.3M | 0.05% | −2,263−0.8% | Reduced |
| Deutsche Bank AG | 274,194 | $40.4M | 0.02% | +35,567+14.9% | Added |
| Point72 Asset Management, L.P. | 293,798 | $43.2M | 0.13% | +129,678+79.0% | Added |
| Ariel Investments, LLC | 297,464 | $43.8M | 0.44% | +3,421+1.2% | Added |
| Charles Schwab Investment Management Inc | 330,436 | $48.6M | 0.01% | +8,018+2.5% | Added |
| Oldfield Partners LLP | 351,539 | $51.7M | 7.10% | +351,539 | New |
| Northern Trust Corp | 385,111 | $56.7M | 0.01% | −8,970−2.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 385,130 | $56.7M | 0.63% | −89,878−18.9% | Reduced |
| Bank of New York Mellon Corp | 446,977 | $65.8M | 0.01% | +1,880+0.4% | Added |
| American Century Companies Inc | 450,398 | $66.3M | 0.05% | +111,503+32.9% | Added |
| Balyasny Asset Management LLC | 483,214 | $71.1M | 0.20% | +406,958+533.7% | Added |
| StonePine Asset Management Inc. | 494,461 | $72.8M | 0.78% | +217,618+78.6% | Added |
| Boston Partners | 505,943 | $74.4M | 0.10% | +16,813+3.4% | Added |
| Dimensional Fund Advisors LP | 617,974 | $91.0M | 0.03% | +13,632+2.3% | Added |
| Bank of Montreal | 709,473 | $105.9M | 0.06% | +25,548+3.7% | Added |
| Geode Capital Management, LLC | 870,826 | $128.2M | 0.01% | +27,912+3.3% | Added |
| Sarasin & Partners LLP | 913,397 | $134.4M | 1.48% | −13,855−1.5% | Reduced |
| Morgan Stanley | 1,032,867 | $152.0M | 0.01% | −73,903−6.7% | Reduced |
| Alliancebernstein L.P. | 1,052,876 | $155.0M | 0.06% | −621,557−37.1% | Reduced |
| Fiera Capital Corp | 1,080,224 | $159.0M | 0.49% | −238,329−18.1% | Reduced |
| Bank of America Corp | 1,248,713 | $183.8M | 0.02% | +22,618+1.8% | Added |
| Price T Rowe Associates Inc | 1,438,669 | $211.7M | 0.03% | −12,711−0.9% | Reduced |
| State Street Corp | 1,517,933 | $223.4M | 0.01% | +56,435+3.9% | Added |
| Turtle Creek Asset Management Inc. | 1,613,645 | $237.5M | 6.27% | +104,630+6.9% | Added |
| Nordea Investment Management AB | 1,696,476 | $251.6M | 0.32% | +198,859+13.3% | Added |
| EdgePoint Investment Group Inc. | 1,978,011 | $291.1M | 2.52% | −112,501−5.4% | Reduced |
| Victory Capital Management Inc | 2,762,555 | $406.6M | 0.43% | +59,865+2.2% | Added |
| JPMorgan Chase & Co | 3,181,457 | $468.2M | 0.05% | +926,761+41.1% | Added |
| Wellington Management Group LLP | 3,967,460 | $583.9M | 0.11% | −252,711−6.0% | Reduced |
| BlackRock Inc. | 4,457,976 | $656.1M | 0.02% | −15,830−0.4% | Reduced |
| Select Equity Group, L.P. | 4,953,982 | $729.1M | 2.69% | +316,271+6.8% | Added |
| Vanguard Group Inc | 5,097,488 | $750.2M | 0.02% | +22,978+0.5% | Added |
| Fernbridge Capital Management LP | 0 | $0 | 0.00% | −198,839−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −146,441−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −121,196−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −62,753−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −55,800−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −53,676−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −45,614−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −27,308−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −20,884−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −19,295−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −17,872−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,882−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,609−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,987−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,181−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,363−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,532−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,909−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −3,257−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,708−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,464−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −2,239−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −2,210−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −1,635−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |