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 |
|---|---|---|---|---|---|
| Heartland Advisors Inc | 30,655 | $4.51M | 0.24% | +30,655 | New |
| MetLife Investment Management | 30,218 | $4.45M | 0.03% | −494−1.6% | Reduced |
| Comerica Bank | 29,892 | $4.40M | 0.02% | +7,051+30.9% | Added |
| Southeast Asset Advisors Inc. | 28,645 | $4.22M | 0.56% | +1,429+5.3% | Added |
| Janus Henderson Group PLC | 25,873 | $3.81M | 0.00% | −17,232−40.0% | Reduced |
| Brandywine Global Investment Management, LLC | 25,775 | $3.79M | 0.03% | −1,403−5.2% | Reduced |
| Yousif Capital Management, LLC | 25,538 | $3.76M | 0.04% | +48+0.2% | Added |
| State of New Jersey Common Pension Fund D | 24,833 | $3.65M | 0.01% | −2,139−7.9% | Reduced |
| Duality Advisers, LP | 24,751 | $3.64M | 0.39% | +17,133+224.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 24,590 | $3.62M | 1.22% | −140−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 24,093 | $3.55M | 0.01% | −970−3.9% | Reduced |
| Treasurer of the State of North Carolina | 23,592 | $3.47M | 0.02% | +230+1.0% | Added |
| PEAK6 Investments LLC | 23,337 | $3.43M | 0.15% | +23,337 | New |
| Macquarie Group Ltd | 22,914 | $3.37M | 0.00% | +9,947+76.7% | Added |
| Public Employees Retirement System of Ohio | 22,274 | $3.28M | 0.01% | +609+2.8% | 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 |
| Assenagon Asset Management S.A. | 21,842 | $3.21M | 0.01% | +14,991+218.8% | Added |
| Degroof Petercam Asset Management | 21,038 | $3.10M | 0.04% | +21,038 | New |
| Citadel Advisors LLC | 21,008 | $3.09M | 0.00% | −317,823−93.8% | Reduced |
| Kennedy Capital Management, Inc. | 20,594 | $3.03M | 0.07% | −8,299−28.7% | Reduced |
| South Dakota Investment Council | 20,167 | $2.97M | 0.06% | +548+2.8% | Added |
| Davidson Kempner Capital Management LP | 20,000 | $2.94M | 0.05% | +20,000 | New |
| Jade Capital Advisors, LLC | 20,000 | $2.94M | 1.79% | +20,000 | New |
| Fruth Investment Management | 18,400 | $2.71M | 0.76% | 00.0% | Unchanged |
| Verition Fund Management LLC | 17,876 | $2.63M | 0.03% | +776+4.5% | Added |
| Teachers Retirement System of the State of Kentucky | 17,633 | $2.60M | 0.02% | −900−4.9% | Reduced |
| Man Group plc | 17,140 | $2.52M | 0.01% | – | – |
| Ensign Peak Advisors, Inc | 17,110 | $2.52M | 0.00% | +1,400+8.9% | Added |
| UBS Group AG | 16,863 | $2.48M | 0.00% | +4,027+31.4% | Added |
| State of Tennessee, Treasury Department | 16,165 | $2.38M | 0.01% | −21,645−57.2% | Reduced |
| Oregon Public Employees Retirement Fund | 15,151 | $2.23M | 0.04% | +100+0.7% | Added |
| Louisiana State Employees Retirement System | 15,100 | $2.22M | 0.05% | −100−0.7% | Reduced |
| Arizona State Retirement System | 14,985 | $2.21M | 0.02% | −252−1.7% | Reduced |
| Teton Advisors, Inc. | 14,820 | $2.18M | 0.71% | −1,200−7.5% | Reduced |
| King Luther Capital Management Corp | 14,700 | $2.16M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,677 | $2.16M | 0.01% | +14,677 | New |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 14,500 | $2.13M | 0.15% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 14,303 | $2.10M | 0.02% | +14,303 | New |
| Russell Investments Group, Ltd. | 12,954 | $1.91M | 0.00% | −1,475−10.2% | Reduced |
| State of Michigan Retirement System | 12,820 | $1.89M | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 12,356 | $1.82M | 0.01% | −3,700−23.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,127 | $1.78M | 0.02% | +2,411+24.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,925 | $1.76M | 0.05% | +37+0.3% | Added |
| Ameritas Investment Partners, Inc. | 11,835 | $1.74M | 0.06% | −187−1.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,828 | $1.74M | 0.01% | +973+9.0% | Added |
| Aquatic Capital Management LLC | 11,700 | $1.72M | 0.04% | +8,800+303.4% | Added |
| KBC Group NV | 11,417 | $1.68M | 0.01% | −3,119−21.5% | Reduced |
| Lummis Asset Management, LP | 11,208 | $1.65M | 1.26% | +11,208 | New |
| New Mexico Educational Retirement Board | 11,000 | $1.62M | 0.06% | 00.0% | Unchanged |
| Atom Investors LP | 10,490 | $1.54M | 0.27% | +10,490 | New |
| STRS Ohio | 9,789 | $1.44M | 0.01% | −2,279−18.9% | Reduced |
| Royal Bank of Canada | 9,699 | $1.43M | 0.00% | −13,366−57.9% | Reduced |
| Aurora Investment Counsel | 10,451 | $1.43M | 0.93% | +1,604+18.1% | Added |
| Twin Tree Management, LP | 9,335 | $1.37M | 0.02% | +9,335 | New |
| Gsa Capital Partners LLP | 9,153 | $1.35M | 0.11% | +9,153 | New |
| Utah Retirement Systems | 9,141 | $1.35M | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,600 | $1.27M | 0.01% | +600+7.5% | Added |
| Gotham Asset Management, LLC | 8,488 | $1.25M | 0.02% | +8,488 | New |
| Tower Research Capital LLC (TRC) | 8,469 | $1.25M | 0.02% | +3,067+56.8% | Added |
| Toronto Dominion Bank | 8,302 | $1.22M | 0.00% | +2,440+41.6% | Added |
| Teacher Retirement System of Texas | 8,293 | $1.22M | 0.01% | −1,361−14.1% | Reduced |
| Pacer Advisors, Inc. | 8,052 | $1.19M | 0.00% | +3,567+79.5% | Added |
| Captrust Financial Advisors | 8,022 | $1.18M | 0.00% | −1,023−11.3% | Reduced |
| Trexquant Investment LP | 8,007 | $1.18M | 0.03% | +8,007 | New |
| Mariner, LLC | 7,840 | $1.15M | 0.00% | −903−10.3% | Reduced |
| CI Private Wealth, LLC | 7,824 | $1.15M | 0.00% | +361+4.8% | Added |
| Glenmede Trust Co NA | 7,791 | $1.15M | 0.01% | −107−1.4% | Reduced |
| FMR LLC | 7,621 | $1.12M | 0.00% | −154−2.0% | Reduced |
| CWM Advisors, LLC | 7,304 | $1.07M | 0.12% | −50−0.7% | Reduced |
| Quent Capital, LLC | 7,204 | $1.06M | 0.14% | +1,032+16.7% | Added |
| Bessemer Group Inc | 7,127 | $1.05M | 0.00% | −145−2.0% | Reduced |
| Storebrand Asset Management AS | 6,978 | $1.03M | 0.00% | −2,945−29.7% | Reduced |
| Prudential Financial Inc | 6,956 | $1.02M | 0.00% | +1,142+19.6% | Added |
| Creative Planning | 6,793 | $999.7K | 0.00% | +1,330+24.3% | Added |
| Voya Investment Management LLC | 6,661 | $980.3K | 0.00% | −781−10.5% | Reduced |
| Xponance, Inc. | 6,432 | $946.6K | 0.01% | +7+0.1% | Added |
| Lighthouse Investment Partners, LLC | 6,370 | $937.5K | 0.07% | −3,443−35.1% | Reduced |
| Nisa Investment Advisors, LLC | 6,206 | $913.3K | 0.01% | +1,770+39.9% | Added |
| TownSquare Capital, LLC | 6,072 | $893.6K | 0.02% | +9+0.1% | Added |
| HRT Financial LP | 6,053 | $890.0K | 0.01% | +2,694+80.2% | Added |
| Public Employees Retirement Association of Colorado | 5,974 | $879.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,951 | $875.8K | 0.00% | −240−3.9% | Reduced |
| Ethic Inc. | 5,945 | $874.9K | 0.03% | +2,912+96.0% | Added |
| US Bancorp | 5,801 | $853.7K | 0.00% | +43+0.7% | Added |
| State of Alaska, Department of Revenue | 5,792 | $852.0K | 0.01% | −580−9.1% | Reduced |
| Logan Capital Management Inc | 5,753 | $846.7K | 0.04% | 00.0% | Unchanged |
| Cardinal Capital Management | 5,728 | $843.0K | 0.16% | +124+2.2% | Added |
| Neuberger Berman Group LLC | 5,601 | $824.3K | 0.00% | +1,400+33.3% | Added |
| SYSTM Wealth Solutions LLC | 5,561 | $818.4K | 0.11% | +255+4.8% | Added |
| Raymond James & Associates | 5,313 | $781.9K | 0.00% | +817+18.2% | Added |
| Federated Hermes, Inc. | 5,283 | $777.5K | 0.00% | −1,981−27.3% | Reduced |
| Cerity Partners LLC | 5,258 | $773.8K | 0.00% | +5,258 | New |
| Susquehanna International Group, LLP | 5,195 | $764.5K | 0.00% | +2,338+81.8% | Added |
| Merit Financial Group, LLC | 5,139 | $756.3K | 0.02% | +625+13.8% | Added |
| Ridgewood Investments LLC | 5,106 | $751.5K | 0.44% | 00.0% | Unchanged |
| LPL Financial LLC | 5,077 | $747.2K | 0.00% | −106−2.0% | Reduced |
| Gamco Investors, Inc. Et Al | 4,800 | $706.4K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 4,791 | $705.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 4,645 | $683.6K | 0.57% | −3,425−42.4% | Reduced |