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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 4,540 | $668.2K | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 4,456 | $656.0K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,399 | $647.0K | 0.00% | +275+6.7% | Added |
| Hills Bank & Trust Co | 4,300 | $632.8K | 0.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,223 | $621.5K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,115 | $605.6K | 0.06% | −2,200−34.8% | Reduced |
| Vestcor Inc | 4,032 | $593.0K | 0.02% | +197+5.1% | Added |
| Mountain Pacific Investment Advisers Inc | 3,650 | $537.2K | 0.03% | −400−9.9% | Reduced |
| Boston Family Office LLC | 3,585 | $528.0K | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,560 | $524.0K | 0.01% | −78−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,399 | $500.2K | 0.00% | −251−6.9% | Reduced |
| Ellevest, Inc. | 3,092 | $455.1K | 0.03% | +850+37.9% | Added |
| DF Dent & Co Inc | 3,031 | $446.1K | 0.01% | −1,828−37.6% | Reduced |
| Eukles Asset Management | 3,016 | $443.9K | 0.21% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 3,000 | $441.5K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,997 | $441.1K | 0.07% | −4,572−60.4% | Reduced |
| Studio Investment Management LLC | 2,981 | $438.7K | 0.11% | −527−15.0% | Reduced |
| Wolverine Trading, LLC | 2,968 | $436.8K | 0.00% | +2,968 | New |
| RMR Wealth Builders | 2,867 | $421.9K | 0.06% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 3,000 | $419.9K | 0.32% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,852 | $419.7K | 0.00% | +352+14.1% | Added |
| ProShare Advisors LLC | 2,819 | $414.9K | 0.00% | −76−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 2,790 | $410.6K | 0.01% | +2,790 | New |
| Commerce Bank | 2,720 | $400.3K | 0.00% | +19+0.7% | Added |
| M&T Bank Corp | 2,552 | $375.2K | 0.00% | +110+4.5% | Added |
| Silvercrest Asset Management Group LLC | 2,535 | $373.1K | 0.00% | −27−1.1% | Reduced |
| JustInvest LLC | 2,482 | $365.3K | 0.01% | −3,422−58.0% | Reduced |
| Davis R M Inc | 2,444 | $359.7K | 0.01% | −5,823−70.4% | Reduced |
| Toroso Investments, LLC | 2,391 | $351.9K | 0.01% | +2,391 | New |
| Shell Asset Management Co | 2,327 | $342.0K | 0.02% | −703−23.2% | Reduced |
| Shelton Capital Management | 2,319 | $341.3K | 0.01% | −168−6.8% | Reduced |
| Simon Quick Advisors, LLC | 2,316 | $340.8K | 0.03% | −37−1.6% | Reduced |
| Sherbrooke Park Advisers LLC | 2,300 | $338.5K | 0.16% | +2,300 | New |
| Ballentine Partners, LLC | 2,125 | $312.7K | 0.01% | +2,125 | New |
| Ronald Blue Trust, Inc. | 2,361 | $303.0K | 0.00% | +473+25.1% | Added |
| Hoylecohen, LLC | 2,050 | $301.7K | 0.02% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,000 | $294.3K | 0.05% | −50−2.4% | Reduced |
| CAPROCK Group, Inc. | 1,960 | $288.5K | 0.02% | −78−3.8% | Reduced |
| Stifel Financial Corp | 1,862 | $274.0K | 0.00% | +269+16.9% | Added |
| Commonwealth Equity Services, LLC | 1,825 | $269.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 1,732 | $254.9K | 0.00% | −150−8.0% | Reduced |
| Stephens Inc | 1,722 | $253.4K | 0.00% | +1,722 | New |
| Cetera Advisor Networks LLC | 1,638 | $241.1K | 0.00% | +51+3.2% | Added |
| 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 |
| SG Americas Securities, LLC | 1,608 | $237.0K | 0.00% | −26,344−94.2% | Reduced |
| Evoke Wealth, LLC | 1,608 | $236.6K | 0.47% | −23,034−93.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,596 | $235.0K | 0.00% | +1,596 | New |
| First Hawaiian Bank | 1,570 | $231.1K | 0.01% | −195−11.0% | Reduced |
| Naples Global Advisors, LLC | 1,500 | $220.8K | 0.02% | +1,500 | New |
| HSBC Holdings PLC | 1,488 | $219.6K | 0.00% | −19,930−93.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,463 | $215.3K | 0.01% | +1,463 | New |
| CIBC Asset Management Inc | 1,462 | $215.2K | 0.00% | +1,462 | New |
| Park Avenue Securities LLC | 1,457 | $214.0K | 0.00% | +1,457 | New |
| MidWestOne Financial Group, Inc. | 1,439 | $211.8K | 0.04% | +1,439 | New |
| Ossiam | 1,434 | $211.0K | 0.00% | 00.0% | Unchanged |
| American Trust | 1,401 | $206.2K | 0.02% | +1,401 | New |
| Cetera Advisors LLC | 1,372 | $201.9K | 0.00% | +1,372 | New |
| Principal Securities, Inc. | 1,260 | $185.4K | 0.01% | +1,260 | New |
| Mendota Financial Group, LLC | 1,090 | $160.4K | 0.13% | +130+13.5% | Added |
| Vestor Capital, LLC | 1,000 | $147.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 893 | $131.4K | 0.07% | −1,473−62.3% | Reduced |
| Globeflex Capital L P | 800 | $117.7K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 650 | $95.7K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 596 | $87.7K | 0.02% | +6+1.0% | Added |
| Quadrant Capital Group LLC | 560 | $82.4K | 0.01% | +21+3.9% | Added |
| State of Wyoming | 544 | $80.1K | 0.01% | −142−20.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 510 | $75.1K | 0.03% | +510 | New |
| CWM, LLC | 510 | $75.0K | 0.00% | +227+80.2% | Added |
| Advisory Services Network, LLC | 508 | $74.8K | 0.00% | +508 | New |
| Assetmark, Inc | 453 | $66.7K | 0.00% | +417+1,158.3% | Added |
| First Horizon Advisors, Inc. | 431 | $63.4K | 0.00% | −142−24.8% | Reduced |
| Fifth Third Bancorp | 430 | $63.3K | 0.00% | +49+12.9% | Added |
| Umb Bank N A | 320 | $47.1K | 0.00% | −152−32.2% | Reduced |
| Proequities, Inc. | 267 | $39.3K | 0.00% | +183+217.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 248 | $37.0K | 0.00% | +51+25.9% | Added |
| Signaturefd, LLC | 241 | $35.5K | 0.00% | +168+230.1% | Added |
| Nomura Asset Management Co Ltd | 220 | $32.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 204 | $30.0K | 0.00% | −52−20.3% | Reduced |
| Clean Yield Group | 200 | $29.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 200 | $27.8K | 0.00% | +10+5.3% | Added |
| Caldwell Trust Co | 181 | $26.6K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 177 | $26.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 167 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $24.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $24.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 160 | $23.5K | 0.01% | +19+13.5% | Added |
| TD Private Client Wealth LLC | 157 | $23.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 150 | $22.1K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 140 | $20.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $17.7K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $14.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 92 | $13.5K | 0.00% | +2+2.2% | Added |
| PFS Partners, LLC | 85 | $12.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 82 | $12.1K | 0.00% | +7+9.3% | Added |
| Ci Investments Inc. | 81 | $12.0K | 0.00% | +1+1.3% | Added |
| Massmutual Trust Co FSB | 76 | $11.2K | 0.00% | −118−60.8% | Reduced |