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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 2 | $322 | 0.00% | −4−66.7% | Reduced |
| Tfo-TDC, LLC | 2 | $322 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $486 | 0.00% | +3 | New |
| Quest Partners LLC | 4 | $643 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $804 | 0.00% | −9−64.3% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.29K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $1.29K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $1.29K | 0.00% | +6+300.0% | Added |
| SJS Investment Consulting Inc. | 11 | $1.77K | 0.00% | +7+175.0% | Added |
| Avion Wealth | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $2.25K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 16 | $2.35K | 0.00% | +16 | New |
| Brown, Lisle/Cummings, Inc. | 15 | $2.41K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $2.57K | 0.00% | −20−55.6% | Reduced |
| Private Trust Co NA | 16 | $2.57K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $2.65K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 18 | $2.89K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 20 | $3.19K | 0.00% | +19+1,900.0% | Added |
| LGT Financial Advisors LLC | 22 | $3.54K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22 | $3.54K | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 23 | $3.70K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 28 | $3.82K | 0.00% | +28 | New |
| Allworth Financial LP | 24 | $3.86K | 0.00% | +4+20.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $4.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $4.18K | 0.00% | +11+73.3% | Added |
| Zions Bancorporation, N.A. | 28 | $4.50K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $4.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $4.99K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $5.14K | 0.00% | +9+39.1% | Added |
| Versant Capital Management, Inc | 33 | $5.31K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 35 | $5.63K | 0.00% | +10+40.0% | Added |
| Park Place Capital Corp | 37 | $5.95K | 0.00% | +12+48.0% | Added |
| First Manhattan Co | 39 | $6.27K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 42 | $6.75K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 42 | $6.75K | 0.00% | +42 | New |
| FinTrust Capital Advisors, LLC | 46 | $7.40K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 47 | $7.56K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $8.04K | 0.01% | +50 | New |
| Whittier Trust Co | 51 | $8.20K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 55 | $8.84K | 0.00% | +4+7.8% | Added |
| Lindbrook Capital, LLC | 55 | $8.84K | 0.00% | +17+44.7% | Added |
| EverSource Wealth Advisors, LLC | 65 | $9.03K | 0.00% | −17−20.7% | Reduced |
| Covestor Ltd | 62 | $10.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 65 | $10.5K | 0.01% | −3−4.4% | Reduced |
| Investors Research Corp | 70 | $11.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 79 | $12.7K | 0.00% | +3+3.9% | Added |
| Leonteq Securities AG | 84 | $13.5K | 0.00% | +11+15.1% | Added |
| PFS Partners, LLC | 85 | $13.7K | 0.01% | 00.0% | Unchanged |
| Trust Co | 90 | $14.5K | 0.00% | +90 | New |
| Sugarloaf Wealth Management, LLC | 96 | $15.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 99 | $15.9K | 0.01% | −61−38.1% | Reduced |
| Ci Investments Inc. | 101 | $16.0K | 0.00% | +20+24.7% | Added |
| Bangor Savings Bank | 100 | $16.1K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $17.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 118 | $19.0K | 0.00% | +26+28.3% | Added |
| Abound Wealth Management | 120 | $19.3K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 120 | $19.3K | 0.01% | +120 | New |
| Umb Bank N A | 124 | $19.9K | 0.00% | −196−61.3% | Reduced |
| GAMMA Investing LLC | 129 | $20.7K | 0.00% | +59+84.3% | Added |
| NBC Securities, Inc. | 140 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 153 | $24.6K | 0.01% | +153 | New |
| Parallel Advisors, LLC | 159 | $25.6K | 0.00% | −45−22.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 165 | $26.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $26.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 175 | $28.1K | 0.00% | +162+1,246.2% | Added |
| DHJJ Financial Advisors, Ltd. | 177 | $28.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 181 | $29.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 192 | $30.9K | 0.00% | −8−4.0% | Reduced |
| Clean Yield Group | 200 | $32.2K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 241 | $39.0K | 0.00% | −7−2.8% | Reduced |
| Proequities, Inc. | 264 | $42.4K | 0.00% | −3−1.1% | Reduced |
| Signaturefd, LLC | 295 | $47.4K | 0.00% | +54+22.4% | Added |
| Nomura Asset Management Co Ltd | 320 | $51.5K | 0.00% | +100+45.5% | Added |
| GHP Investment Advisors, Inc. | 336 | $54.0K | 0.00% | +336 | New |
| Crewe Advisors LLC | 360 | $57.9K | 0.01% | +310+620.0% | Added |
| Fifth Third Bancorp | 440 | $70.7K | 0.00% | +10+2.3% | Added |
| CIBC Private Wealth Group, LLC | 508 | $80.5K | 0.00% | +508 | New |
| First Horizon Advisors, Inc. | 504 | $81.0K | 0.00% | +73+16.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 510 | $82.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 551 | $88.6K | 0.01% | +7+1.3% | Added |
| Parkside Financial Bank & Trust | 603 | $97.0K | 0.02% | +7+1.2% | Added |
| Quadrant Capital Group LLC | 608 | $97.8K | 0.01% | +48+8.6% | Added |
| Arcadia Investment Management Corp | 650 | $104.5K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 692 | $111.0K | 0.00% | +182+35.7% | Added |
| CNB Bank | 735 | $118.2K | 0.06% | −158−17.7% | Reduced |
| Globeflex Capital L P | 800 | $128.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 828 | $133.1K | 0.01% | +828 | New |
| Eukles Asset Management | 874 | $140.5K | 0.06% | −2,142−71.0% | Reduced |
| Assetmark, Inc | 983 | $158.1K | 0.00% | +530+117.0% | Added |
| Mendota Financial Group, LLC | 1,045 | $168.0K | 0.10% | −45−4.1% | Reduced |
| Joel Isaacson & Co., LLC | 1,300 | $209.0K | 0.01% | +1,300 | New |
| Principal Securities, Inc. | 1,301 | $209.2K | 0.01% | +41+3.3% | Added |
| Davis R M Inc | 1,312 | $211.0K | 0.00% | −1,132−46.3% | Reduced |
| Schmidt P J Investment Management Inc | 1,336 | $214.9K | 0.04% | +1,336 | New |
| Vestor Capital, LLC | 1,350 | $217.0K | 0.02% | +350+35.0% | Added |
| Quantinno Capital Management LP | 1,359 | $219.0K | 0.00% | +1,359 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,373 | $220.8K | 0.01% | +1,373 | New |