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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 73 | $10.7K | 0.00% | −5−6.4% | Reduced |
| Investors Research Corp | 70 | $10.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 68 | $10.0K | 0.01% | +68 | New |
| GAMMA Investing LLC | 70 | $9.88K | 0.00% | +70 | New |
| Covestor Ltd | 62 | $9.00K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51 | $7.51K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 51 | $7.50K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 50 | $7.36K | 0.00% | +50 | New |
| FinTrust Capital Advisors, LLC | 46 | $6.77K | 0.00% | +46 | New |
| Spire Wealth Management | 47 | $6.66K | 0.00% | −1−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 42 | $6.18K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 39 | $5.74K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $5.59K | 0.00% | +25+192.3% | Added |
| Sunbelt Securities, Inc. | 36 | $5.30K | 0.00% | +5+16.1% | Added |
| Versant Capital Management, Inc | 33 | $4.86K | 0.00% | +3+10.0% | Added |
| Bell Investment Advisors, Inc | 31 | $4.56K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $4.42K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $4.12K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $3.68K | 0.00% | −9−26.5% | Reduced |
| Park Place Capital Corp | 25 | $3.68K | 0.00% | +25 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $3.50K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $3.38K | 0.00% | −23−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 23 | $3.38K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 22 | $3.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $2.94K | 0.00% | −29−59.2% | Reduced |
| Sachetta, LLC | 18 | $2.65K | 0.00% | +18 | New |
| RFP Financial Group LLC | 18 | $2.65K | 0.00% | +18 | New |
| Private Trust Co NA | 16 | $2.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $2.21K | 0.00% | −3−16.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 15 | $2.21K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $2.06K | 0.00% | +1+7.7% | Added |
| Bruce G. Allen Investments, LLC | 14 | $2.06K | 0.00% | +14 | New |
| Allspring Global Investments Holdings, LLC | 13 | $1.91K | 0.00% | +13 | New |
| O'Dell Group, LLC | 12 | $1.77K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $1.18K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 7 | $1.03K | 0.00% | −3−30.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $1.03K | 0.00% | +7 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | +8 | New |
| Harbour Investments, Inc. | 6 | $883 | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 6 | $821 | 0.00% | −4−40.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $589 | 0.00% | −7−63.6% | Reduced |
| Baystate Wealth Management LLC | 4 | $589 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $295 | 0.00% | +1+100.0% | Added |
| Tfo-TDC, LLC | 2 | $294 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1 | $147 | 0.00% | −4−80.0% | Reduced |
| Smartleaf Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| 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 |