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 |
|---|---|---|---|---|---|
| Brant Point Investment Management LLC | 7,713 | $1.24M | 0.28% | +7,713 | New |
| Toronto Dominion Bank | 7,723 | $1.24M | 0.00% | −579−7.0% | Reduced |
| Daiwa Securities Group Inc. | 7,846 | $1.26M | 0.01% | −4,510−36.5% | Reduced |
| CI Private Wealth, LLC | 7,954 | $1.28M | 0.00% | +130+1.7% | Added |
| Glenmede Trust Co NA | 8,051 | $1.29M | 0.01% | +260+3.3% | Added |
| Pacer Advisors, Inc. | 8,093 | $1.30M | 0.00% | +41+0.5% | Added |
| Ethic Inc. | 8,180 | $1.32M | 0.03% | +2,235+37.6% | Added |
| Bessemer Group Inc | 8,574 | $1.38M | 0.00% | +1,447+20.3% | Added |
| Lummis Asset Management, LP | 8,734 | $1.40M | 1.88% | −2,474−22.1% | Reduced |
| Palisade Capital Management LLC | 8,746 | $1.41M | 0.04% | +8,746 | New |
| Toroso Investments, LLC | 9,060 | $1.46M | 0.02% | +6,669+278.9% | Added |
| Utah Retirement Systems | 9,141 | $1.47M | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,236 | $1.49M | 0.00% | +7,748+520.7% | Added |
| STRS Ohio | 9,411 | $1.51M | 0.01% | −378−3.9% | Reduced |
| Teacher Retirement System of Texas | 9,645 | $1.55M | 0.01% | +1,352+16.3% | Added |
| Qube Research & Technologies Ltd | 10,304 | $1.66M | 0.00% | +10,304 | New |
| Mariner, LLC | 10,317 | $1.66M | 0.00% | +2,477+31.6% | Added |
| Millrace Asset Group, Inc. | 10,508 | $1.69M | 1.70% | +10,508 | New |
| Aurora Investment Counsel | 10,584 | $1.70M | 0.97% | +133+1.3% | Added |
| New Mexico Educational Retirement Board | 11,000 | $1.77M | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 12,127 | $1.79M | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 11,323 | $1.82M | 0.35% | +9,023+392.3% | Added |
| Ameritas Investment Partners, Inc. | 11,835 | $1.90M | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,857 | $1.91M | 0.01% | +29+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,956 | $1.92M | 0.05% | +31+0.3% | Added |
| Handelsbanken Fonder AB | 12,200 | $1.96M | 0.01% | +3,600+41.9% | Added |
| State of Michigan Retirement System | 13,120 | $2.11M | 0.01% | +300+2.3% | Added |
| Oregon Public Employees Retirement Fund | 13,251 | $2.13M | 0.04% | −1,900−12.5% | Reduced |
| Russell Investments Group, Ltd. | 13,409 | $2.16M | 0.00% | +455+3.5% | Added |
| Royal Bank of Canada | 13,587 | $2.18M | 0.00% | +3,888+40.1% | Added |
| Teton Advisors, Inc. | 13,920 | $2.24M | 0.79% | −900−6.1% | Reduced |
| King Luther Capital Management Corp | 14,700 | $2.36M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,731 | $2.37M | 0.02% | −254−1.7% | Reduced |
| Louisiana State Employees Retirement System | 15,400 | $2.48M | 0.05% | +300+2.0% | Added |
| PEAK6 Investments LLC | 15,633 | $2.51M | 0.12% | −7,704−33.0% | Reduced |
| Ensign Peak Advisors, Inc | 16,288 | $2.62M | 0.00% | −822−4.8% | Reduced |
| Gotham Asset Management, LLC | 16,647 | $2.68M | 0.04% | +8,159+96.1% | Added |
| Kennedy Capital Management, Inc. | 17,361 | $2.79M | 0.06% | −3,233−15.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,633 | $2.83M | 0.03% | 00.0% | Unchanged |
| Fruth Investment Management | 18,000 | $2.89M | 0.74% | −400−2.2% | Reduced |
| UBS Group AG | 19,256 | $3.10M | 0.00% | +2,393+14.2% | Added |
| South Dakota Investment Council | 19,367 | $3.11M | 0.06% | −800−4.0% | Reduced |
| Cerity Partners LLC | 19,401 | $3.12M | 0.01% | +14,143+269.0% | Added |
| Public Employees Retirement System of Ohio | 20,355 | $3.27M | 0.01% | −1,919−8.6% | Reduced |
| Degroof Petercam Asset Management | 21,038 | $3.36M | 0.04% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 21,842 | $3.51M | 0.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 21,886 | $3.52M | 0.35% | −2,865−11.6% | Reduced |
| Evoke Wealth, LLC | 22,075 | $3.55M | 0.11% | +20,467+1,272.8% | Added |
| Macquarie Group Ltd | 22,846 | $3.67M | 0.00% | −68−0.3% | Reduced |
| Janus Henderson Group PLC | 23,074 | $3.71M | 0.00% | −2,799−10.8% | Reduced |
| Treasurer of the State of North Carolina | 23,752 | $3.82M | 0.02% | +160+0.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 24,655 | $3.96M | 1.24% | +65+0.3% | Added |
| State of New Jersey Common Pension Fund D | 24,833 | $3.99M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 24,958 | $4.01M | 0.04% | −580−2.3% | Reduced |
| Brandywine Global Investment Management, LLC | 25,875 | $4.16M | 0.03% | +100+0.4% | Added |
| Pathstone Holdings, LLC | 27,867 | $4.48M | 0.02% | +13,190+89.9% | Added |
| Hudson Bay Capital Management LP | 28,997 | $4.66M | 0.04% | +6,997+31.8% | Added |
| Great West Life Assurance Co | 29,177 | $4.69M | 0.01% | −9,114−23.8% | Reduced |
| Comerica Bank | 29,287 | $4.71M | 0.02% | −605−2.0% | Reduced |
| MetLife Investment Management | 29,440 | $4.73M | 0.03% | −778−2.6% | Reduced |
| State of Tennessee, Treasury Department | 31,140 | $5.01M | 0.02% | +14,975+92.6% | Added |
| Mutual of America Capital Management LLC | 31,939 | $5.14M | 0.06% | −1,194−3.6% | Reduced |
| Amalgamated Bank | 32,494 | $5.22M | 0.04% | −1,606−4.7% | Reduced |
| Oak Ridge Investments LLC | 32,681 | $5.25M | 0.53% | −1,258−3.7% | Reduced |
| HBK Investments L P | 33,148 | $5.33M | 0.13% | −26,559−44.5% | Reduced |
| Chartwell Investment Partners, LLC | 34,302 | $5.51M | 0.19% | −7,100−17.1% | Reduced |
| Southeast Asset Advisors Inc. | 36,310 | $5.84M | 0.70% | +7,665+26.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,525 | $5.87M | 0.02% | −836−2.2% | Reduced |
| Olstein Capital Management, L.P. | 38,000 | $6.11M | 1.00% | +38,000 | New |
| National Bank of Canada | 45,580 | $6.29M | 0.01% | +5,646+14.1% | Added |
| Arrowstreet Capital, Limited Partnership | 39,808 | $6.40M | 0.01% | +39,808 | New |
| Fred Alger Management, LLC | 40,642 | $6.53M | 0.03% | −1,297−3.1% | Reduced |
| Holocene Advisors, LP | 42,190 | $6.78M | 0.03% | +42,190 | New |
| Goldman Sachs Group Inc | 42,202 | $6.79M | 0.00% | +2,073+5.2% | Added |
| BNP Paribas Arbitrage, SA | 42,801 | $6.88M | 0.01% | +6,630+18.3% | Added |
| Boston Trust Walden Corp | 43,591 | $7.01M | 0.05% | +880+2.1% | Added |
| AQR Capital Management LLC | 43,802 | $7.02M | 0.01% | −9,473−17.8% | Reduced |
| Interval Partners, LP | 44,735 | $7.19M | 0.27% | +44,735 | New |
| Heartland Advisors Inc | 45,684 | $7.35M | 0.38% | +15,029+49.0% | Added |
| Hunter Perkins Capital Management, LLC | 46,830 | $7.53M | 1.54% | −1,637−3.4% | Reduced |
| Texas Permanent School Fund | 46,913 | $7.54M | 0.06% | +608+1.3% | Added |
| Zimmer Partners, LP | 48,490 | $7.80M | 0.17% | +48,490 | New |
| New York State Common Retirement Fund | 48,555 | $7.81M | 0.01% | −3,223−6.2% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 48,564 | $7.81M | 0.76% | +40+0.1% | Added |
| S&CO Inc | 49,315 | $7.93M | 0.56% | +6,815+16.0% | Added |
| Gabelli Funds LLC | 50,000 | $8.04M | 0.06% | 00.0% | Unchanged |
| Franklin Resources Inc | 50,078 | $8.05M | 0.00% | +604+1.2% | Added |
| State of Wisconsin Investment Board | 50,715 | $8.15M | 0.02% | −6,272−11.0% | Reduced |
| State Board of Administration of Florida Retirement System | 56,484 | $8.28M | 0.02% | +8,768+18.4% | Added |
| Addenda Capital Inc. | 53,133 | $8.54M | 0.32% | −2,635−4.7% | Reduced |
| New York State Teachers Retirement System | 53,518 | $8.61M | 0.02% | +200+0.4% | Added |
| California State Teachers Retirement System | 53,858 | $8.66M | 0.01% | −2,938−5.2% | Reduced |
| Credit Suisse AG | 54,036 | $8.69M | 0.01% | +788+1.5% | Added |
| Stone Run Capital, LLC | 56,075 | $9.02M | 3.45% | +5,300+10.4% | Added |
| Trillium Asset Management, LLC | 56,278 | $9.05M | 0.23% | +1,347+2.5% | Added |
| FMR LLC | 58,093 | $9.34M | 0.00% | +50,472+662.3% | Added |
| Balyasny Asset Management LLC | 59,581 | $9.58M | 0.02% | −423,633−87.7% | Reduced |
| SEI Investments Co | 59,913 | $9.63M | 0.01% | +6,262+11.7% | Added |
| Wells Fargo & Company | 63,763 | $10.3M | 0.00% | +1,453+2.3% | Added |
| Burney Co | 64,243 | $10.3M | 0.39% | −1,196−1.8% | Reduced |