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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 1,439 | $231.4K | 0.04% | 00.0% | Unchanged |
| Entropy Technologies, LP | 1,455 | $233.9K | 0.02% | +1,455 | New |
| CIBC Asset Management Inc | 1,462 | $235.1K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,463 | $235.2K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,485 | $238.8K | 0.00% | +1,485 | New |
| Orion Portfolio Solutions, LLC | 1,485 | $238.8K | 0.00% | +1,485 | New |
| Naples Global Advisors, LLC | 1,500 | $241.2K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,531 | $246.2K | 0.01% | +1,531 | New |
| Cambridge Investment Research Advisors, Inc. | 1,573 | $253.0K | 0.00% | −23−1.4% | Reduced |
| Shell Asset Management Co | 2,111 | $259.0K | 0.01% | −216−9.3% | Reduced |
| Poehling Capital Management, LLC | 1,616 | $259.8K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,712 | $275.0K | 0.00% | +255+17.5% | Added |
| Stephens Inc | 1,722 | $276.9K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,750 | $281.4K | 0.03% | +1,750 | New |
| Commonwealth Equity Services, LLC | 1,766 | $284.0K | 0.00% | −59−3.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,775 | $285.4K | 0.01% | +1,775 | New |
| Pinebridge Investments, L.P. | 1,785 | $287.0K | 0.00% | +1,785 | New |
| Greenleaf Trust | 1,807 | $290.5K | 0.00% | +75+4.3% | Added |
| Profund Advisors LLC | 1,836 | $295.2K | 0.01% | +220+13.6% | Added |
| Central Pacific Bank - Trust Division | 1,885 | $298.8K | 0.04% | +1,885 | New |
| Ballentine Partners, LLC | 1,910 | $307.1K | 0.01% | −215−10.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,929 | $310.2K | 0.00% | −432−18.3% | Reduced |
| Hoylecohen, LLC | 1,950 | $313.5K | 0.02% | −100−4.9% | Reduced |
| Dorchester Wealth Management Co | 2,000 | $321.6K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,136 | $343.4K | 0.00% | +274+14.7% | Added |
| Verition Fund Management LLC | 2,145 | $344.9K | 0.00% | −15,731−88.0% | Reduced |
| Verdence Capital Advisors LLC | 2,163 | $347.8K | 0.03% | +2,163 | New |
| CAPROCK Group, Inc. | 2,241 | $360.3K | 0.02% | +281+14.3% | Added |
| Shelton Capital Management | 2,319 | $372.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,359 | $379.3K | 0.00% | −493−17.3% | Reduced |
| Keebeck Alpha, LP | 2,418 | $388.8K | 0.26% | +2,418 | New |
| Prelude Capital Management, LLC | 2,605 | $418.9K | 0.03% | +2,605 | New |
| ProShare Advisors LLC | 2,613 | $420.1K | 0.00% | −206−7.3% | Reduced |
| SG Americas Securities, LLC | 2,616 | $421.0K | 0.00% | +1,008+62.7% | Added |
| Arbor Capital Management Inc | 3,000 | $427.1K | 0.41% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,776 | $446.4K | 0.01% | +2,776 | New |
| M&T Bank Corp | 2,836 | $456.8K | 0.00% | +284+11.1% | Added |
| RMR Wealth Builders | 2,867 | $461.0K | 0.06% | 00.0% | Unchanged |
| Timelo Investment Management Inc. | 3,000 | $482.4K | 0.75% | −19,000−86.4% | Reduced |
| Calamos Wealth Management LLC | 3,000 | $482.4K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,028 | $486.9K | 0.03% | +3,028 | New |
| DF Dent & Co Inc | 3,031 | $487.4K | 0.01% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 3,042 | $489.1K | 0.00% | +3,042 | New |
| Simon Quick Advisors, LLC | 3,082 | $495.6K | 0.04% | +766+33.1% | Added |
| Tower Research Capital LLC (TRC) | 3,083 | $495.7K | 0.01% | −5,386−63.6% | Reduced |
| Commerce Bank | 3,154 | $507.1K | 0.00% | +434+16.0% | Added |
| Studio Investment Management LLC | 3,213 | $516.6K | 0.12% | +232+7.8% | Added |
| First Hawaiian Bank | 3,245 | $521.8K | 0.02% | +1,675+106.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,445 | $553.9K | 0.00% | +46+1.4% | Added |
| Boston Family Office LLC | 3,506 | $564.0K | 0.04% | −79−2.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 3,650 | $586.9K | 0.03% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,681 | $591.9K | 0.34% | +3,681 | New |
| Maryland State Retirement & Pension System | 4,223 | $594.9K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,771 | $606.3K | 0.04% | +679+22.0% | Added |
| US Bancorp | 3,772 | $606.5K | 0.00% | −2,029−35.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,789 | $609.0K | 0.01% | +229+6.4% | Added |
| TD Private Client Wealth LLC | 3,917 | $629.8K | 0.02% | +3,760+2,394.9% | Added |
| Vestcor Inc | 4,032 | $648.0K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 4,130 | $664.5K | 0.01% | +4,130 | New |
| Nomura Holdings Inc | 4,217 | $678.1K | 0.01% | +4,217 | New |
| Hills Bank & Trust Co | 4,298 | $691.1K | 0.06% | −20.0% | Reduced |
| Securian Asset Management, Inc | 4,440 | $713.9K | 0.02% | −100−2.2% | Reduced |
| Illinois Municipal Retirement Fund | 4,456 | $716.0K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 4,454 | $716.2K | 0.09% | −6,036−57.5% | Reduced |
| Captrust Financial Advisors | 4,586 | $737.4K | 0.00% | −3,436−42.8% | Reduced |
| Pearl River Capital, LLC | 4,599 | $739.5K | 0.12% | +4,599 | New |
| Guggenheim Capital LLC | 4,730 | $760.5K | 0.01% | −9,573−66.9% | Reduced |
| CIBC World Markets Inc. | 4,745 | $763.0K | 0.00% | +346+7.9% | Added |
| Blair William & Co | 4,791 | $770.3K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 4,800 | $771.8K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,667 | $793.8K | 0.02% | +528+10.3% | Added |
| Federated Hermes, Inc. | 4,983 | $801.2K | 0.00% | −300−5.7% | Reduced |
| JustInvest LLC | 5,088 | $818.1K | 0.02% | +2,606+105.0% | Added |
| Ridgewood Investments LLC | 5,106 | $821.0K | 0.44% | 00.0% | Unchanged |
| LPL Financial LLC | 5,173 | $831.8K | 0.00% | +96+1.9% | Added |
| SYSTM Wealth Solutions LLC | 5,190 | $834.5K | 0.11% | −371−6.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,351 | $860.4K | 0.07% | +5,351 | New |
| Cetera Investment Advisers | 5,360 | $861.8K | 0.00% | +5,360 | New |
| Millennium Management LLC | 5,473 | $880.0K | 0.00% | −120,606−95.7% | Reduced |
| Logan Capital Management Inc | 5,658 | $909.8K | 0.04% | −95−1.7% | Reduced |
| State of Alaska, Department of Revenue | 5,792 | $931.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 5,793 | $931.5K | 0.00% | +480+9.0% | Added |
| Neuberger Berman Group LLC | 5,799 | $932.4K | 0.00% | +198+3.5% | Added |
| Public Employees Retirement Association of Colorado | 5,831 | $938.0K | 0.00% | −143−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 5,976 | $960.7K | 0.00% | −18,117−75.2% | Reduced |
| Nisa Investment Advisors, LLC | 6,206 | $997.9K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 6,229 | $1.00M | 0.01% | +157+2.6% | Added |
| Voya Investment Management LLC | 6,376 | $1.03M | 0.00% | −285−4.3% | Reduced |
| Xponance, Inc. | 6,382 | $1.03M | 0.01% | −50−0.8% | Reduced |
| XTX Topco Ltd | 6,449 | $1.04M | 0.14% | +6,449 | New |
| Two Sigma Investments, LP | 6,679 | $1.07M | 0.00% | +6,679 | New |
| Prudential Financial Inc | 6,725 | $1.08M | 0.00% | −231−3.3% | Reduced |
| Pictet Asset Management Holding SA | 6,726 | $1.08M | 0.00% | +775+13.0% | Added |
| Storebrand Asset Management AS | 6,978 | $1.12M | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management | 7,052 | $1.13M | 0.18% | +1,324+23.1% | Added |
| Man Group plc | 7,076 | $1.14M | 0.00% | −10,064−58.7% | Reduced |
| CWM Advisors, LLC | 7,176 | $1.15M | 0.12% | −128−1.8% | Reduced |
| Creative Planning | 7,208 | $1.16M | 0.00% | +415+6.1% | Added |
| KBC Group NV | 7,226 | $1.16M | 0.00% | −4,191−36.7% | Reduced |
| Quent Capital, LLC | 7,243 | $1.16M | 0.14% | +39+0.5% | Added |