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, Q1 2024
Institutional positions in MIDDLEBY Corp as of Mar 31, 2024. 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
- 371
- +26 vs. Q4 2023
- Shares held
- 54.0M
- +1.01M (+1.9%) vs. Q4 2023
- Total value
- $8.68B
- +$876.0M (+11.2%) vs. Q4 2023
- New holders
- 52
- 140 more added
- Sold out
- 26
- 107 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Select Equity Group, L.P. | 5,513,404 | $886.5M | 3.20% | +559,422+11.3% | Added |
| Vanguard Group Inc | 5,113,286 | $822.2M | 0.02% | +15,798+0.3% | Added |
| BlackRock Inc. | 4,505,270 | $724.4M | 0.02% | +47,294+1.1% | Added |
| Wellington Management Group LLP | 4,074,049 | $655.1M | 0.12% | +106,589+2.7% | Added |
| JPMorgan Chase & Co | 2,996,206 | $481.8M | 0.04% | −185,251−5.8% | Reduced |
| Victory Capital Management Inc | 2,772,052 | $445.7M | 0.44% | +9,497+0.3% | Added |
| EdgePoint Investment Group Inc. | 1,998,522 | $321.3M | 2.56% | +20,511+1.0% | Added |
| State Street Corp | 1,562,510 | $251.2M | 0.01% | +44,577+2.9% | Added |
| Turtle Creek Asset Management Inc. | 1,560,295 | $250.9M | 6.12% | −53,350−3.3% | Reduced |
| Price T Rowe Associates Inc | 1,450,221 | $233.2M | 0.03% | +11,552+0.8% | Added |
| Bank of America Corp | 1,417,861 | $228.0M | 0.02% | +169,148+13.5% | Added |
| Nordea Investment Management AB | 1,236,915 | $197.6M | 0.23% | −459,561−27.1% | Reduced |
| Fiera Capital Corp | 1,121,550 | $180.3M | 0.53% | +41,326+3.8% | Added |
| Morgan Stanley | 1,105,877 | $177.8M | 0.01% | +73,010+7.1% | Added |
| Alliancebernstein L.P. | 1,048,824 | $168.6M | 0.06% | −4,052−0.4% | Reduced |
| Sarasin & Partners LLP | 911,502 | $146.6M | 1.44% | −1,895−0.2% | Reduced |
| Geode Capital Management, LLC | 904,270 | $145.4M | 0.01% | +33,444+3.8% | Added |
| Bank of Montreal | 696,509 | $111.2M | 0.06% | −12,964−1.8% | Reduced |
| Dimensional Fund Advisors LP | 628,833 | $101.1M | 0.03% | +10,859+1.8% | Added |
| StonePine Asset Management Inc. | 547,611 | $88.1M | 1.40% | +53,150+10.7% | Added |
| Principal Financial Group Inc | 546,320 | $87.8M | 0.05% | +349,546+177.6% | Added |
| Boston Partners | 492,948 | $79.2M | 0.09% | −12,995−2.6% | Reduced |
| American Century Companies Inc | 455,603 | $73.3M | 0.05% | +5,205+1.2% | Added |
| Oldfield Partners LLP | 434,261 | $69.8M | 9.40% | +82,722+23.5% | Added |
| Bank of New York Mellon Corp | 431,300 | $69.3M | 0.01% | −15,677−3.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 403,543 | $64.9M | 0.74% | +18,413+4.8% | Added |
| Epoch Investment Partners, Inc. | 356,714 | $57.4M | 0.25% | +288,314+421.5% | Added |
| Northern Trust Corp | 342,878 | $55.1M | 0.01% | −42,233−11.0% | Reduced |
| Charles Schwab Investment Management Inc | 336,217 | $54.1M | 0.01% | +5,781+1.7% | Added |
| Ariel Investments, LLC | 322,823 | $51.9M | 0.51% | +25,359+8.5% | Added |
| Credential Qtrade Securities Inc. | 286,800 | $46.1M | 2.48% | +15,902+5.9% | Added |
| T. Rowe Price Investment Management, Inc. | 284,514 | $45.7M | 0.03% | +51,031+21.9% | Added |
| HighTower Advisors, LLC | 252,282 | $40.6M | 0.07% | +413+0.2% | Added |
| Deutsche Bank AG | 244,503 | $39.3M | 0.02% | −29,691−10.8% | Reduced |
| Manufacturers Life Insurance Company, The | 237,332 | $38.2M | 0.04% | +2,605+1.1% | Added |
| Citigroup Inc | 197,110 | $31.7M | 0.03% | +48,283+32.4% | Added |
| California Public Employees Retirement System | 185,123 | $29.8M | 0.02% | +1,120+0.6% | Added |
| Lazard Asset Management LLC | 182,976 | $29.4M | 0.04% | −90,693−33.1% | Reduced |
| Thrivent Financial for Lutherans | 179,268 | $28.8M | 0.06% | −24,415−12.0% | Reduced |
| Clark Capital Management Group, Inc. | 175,505 | $28.2M | 0.21% | +1,994+1.1% | Added |
| Nuveen Asset Management, LLC | 171,600 | $27.6M | 0.01% | +41,834+32.2% | Added |
| Point72 Asset Management, L.P. | 165,848 | $26.7M | 0.08% | −127,950−43.6% | Reduced |
| Loomis Sayles & Co L P | 159,139 | $25.6M | 0.04% | −555−0.3% | Reduced |
| Invesco Ltd. | 155,167 | $24.9M | 0.01% | +63,778+69.8% | Added |
| Impax Asset Management Group plc | 152,229 | $24.5M | 0.09% | −12,955−7.8% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 149,904 | $24.1M | 1.20% | −3,764−2.4% | Reduced |
| Rhumbline Advisers | 147,377 | $23.7M | 0.02% | −6,206−4.0% | Reduced |
| First Trust Advisors LP | 126,569 | $20.4M | 0.02% | −16,593−11.6% | Reduced |
| Jane Street Group, LLC | 125,847 | $20.2M | 0.03% | +32,526+34.9% | Added |
| TD Asset Management Inc | 121,279 | $19.5M | 0.02% | +121,279 | New |
| Norges Bank | 116,609 | $18.7M | 0.00% | +6,536+5.9% | Added |
| Cardinal Capital Management LLC | 113,698 | $18.3M | 0.92% | −4,164−3.5% | Reduced |
| Barclays PLC | 111,101 | $17.9M | 0.01% | +2,336+2.1% | Added |
| Ameriprise Financial Inc | 108,080 | $17.4M | 0.00% | −162,108−60.0% | Reduced |
| Swiss National Bank | 105,800 | $17.0M | 0.01% | +200+0.2% | Added |
| Portman Square Capital LLP | 102,995 | $16.6M | 3.76% | +58,464+131.3% | Added |
| UBS Asset Management Americas Inc | 91,655 | $14.7M | 0.01% | −69−0.1% | Reduced |
| Squarepoint Ops LLC | 88,555 | $14.2M | 0.06% | −51,117−36.6% | Reduced |
| D. E. Shaw & Co., Inc. | 87,223 | $14.0M | 0.02% | −38,815−30.8% | Reduced |
| Envestnet Asset Management Inc | 86,816 | $14.0M | 0.01% | +36,879+73.9% | Added |
| Westwood Holdings Group Inc. | 86,367 | $13.9M | 0.11% | +86,367 | New |
| Vident Advisory, LLC | 86,313 | $13.9M | 0.29% | +8,429+10.8% | Added |
| Legal & General Group Plc | 81,776 | $13.1M | 0.00% | +987+1.2% | Added |
| Retirement Systems of Alabama | 73,925 | $11.9M | 0.05% | +6,789+10.1% | Added |
| American International Group, Inc. | 70,952 | $11.4M | 0.04% | −1,449−2.0% | Reduced |
| Advantage Alpha Capital Partners LP | 70,927 | $11.4M | 2.14% | −11,821−14.3% | Reduced |
| Great Lakes Advisors, LLC | 70,371 | $11.3M | 0.10% | −285−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 67,403 | $10.8M | 0.01% | +18,070+36.6% | Added |
| Canoe Financial LP | 67,039 | $10.8M | 0.18% | +67,039 | New |
| Schonfeld Strategic Advisors LLC | 64,659 | $10.4M | 0.08% | −8,341−11.4% | Reduced |
| Amundi | 73,592 | $10.4M | 0.00% | +73,592 | New |
| Burney Co | 64,243 | $10.3M | 0.39% | −1,196−1.8% | Reduced |
| Wells Fargo & Company | 63,763 | $10.3M | 0.00% | +1,453+2.3% | Added |
| SEI Investments Co | 59,913 | $9.63M | 0.01% | +6,262+11.7% | Added |
| Balyasny Asset Management LLC | 59,581 | $9.58M | 0.02% | −423,633−87.7% | Reduced |
| FMR LLC | 58,093 | $9.34M | 0.00% | +50,472+662.3% | Added |
| Trillium Asset Management, LLC | 56,278 | $9.05M | 0.23% | +1,347+2.5% | Added |
| Stone Run Capital, LLC | 56,075 | $9.02M | 3.45% | +5,300+10.4% | Added |
| Credit Suisse AG | 54,036 | $8.69M | 0.01% | +788+1.5% | Added |
| California State Teachers Retirement System | 53,858 | $8.66M | 0.01% | −2,938−5.2% | Reduced |
| New York State Teachers Retirement System | 53,518 | $8.61M | 0.02% | +200+0.4% | Added |
| Addenda Capital Inc. | 53,133 | $8.54M | 0.32% | −2,635−4.7% | Reduced |
| State Board of Administration of Florida Retirement System | 56,484 | $8.28M | 0.02% | +8,768+18.4% | Added |
| State of Wisconsin Investment Board | 50,715 | $8.15M | 0.02% | −6,272−11.0% | Reduced |
| Franklin Resources Inc | 50,078 | $8.05M | 0.00% | +604+1.2% | Added |
| Gabelli Funds LLC | 50,000 | $8.04M | 0.06% | 00.0% | Unchanged |
| S&CO Inc | 49,315 | $7.93M | 0.56% | +6,815+16.0% | Added |
| Leith Wheeler Investment Counsel Ltd. | 48,564 | $7.81M | 0.76% | +40+0.1% | Added |
| New York State Common Retirement Fund | 48,555 | $7.81M | 0.01% | −3,223−6.2% | Reduced |
| Zimmer Partners, LP | 48,490 | $7.80M | 0.17% | +48,490 | New |
| Texas Permanent School Fund | 46,913 | $7.54M | 0.06% | +608+1.3% | Added |
| Hunter Perkins Capital Management, LLC | 46,830 | $7.53M | 1.54% | −1,637−3.4% | Reduced |
| Heartland Advisors Inc | 45,684 | $7.35M | 0.38% | +15,029+49.0% | Added |
| Interval Partners, LP | 44,735 | $7.19M | 0.27% | +44,735 | New |
| AQR Capital Management LLC | 43,802 | $7.02M | 0.01% | −9,473−17.8% | Reduced |
| Boston Trust Walden Corp | 43,591 | $7.01M | 0.05% | +880+2.1% | Added |
| BNP Paribas Arbitrage, SA | 42,801 | $6.88M | 0.01% | +6,630+18.3% | Added |
| Goldman Sachs Group Inc | 42,202 | $6.79M | 0.00% | +2,073+5.2% | Added |
| Holocene Advisors, LP | 42,190 | $6.78M | 0.03% | +42,190 | New |
| Fred Alger Management, LLC | 40,642 | $6.53M | 0.03% | −1,297−3.1% | Reduced |