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 |
|---|---|---|---|---|---|
| Amundi | 73,592 | $10.4M | 0.00% | +73,592 | New |
| Schonfeld Strategic Advisors LLC | 64,659 | $10.4M | 0.08% | −8,341−11.4% | Reduced |
| Canoe Financial LP | 67,039 | $10.8M | 0.18% | +67,039 | New |
| The PNC Financial Services Group, Inc. | 67,403 | $10.8M | 0.01% | +18,070+36.6% | Added |
| Great Lakes Advisors, LLC | 70,371 | $11.3M | 0.10% | −285−0.4% | Reduced |
| Advantage Alpha Capital Partners LP | 70,927 | $11.4M | 2.14% | −11,821−14.3% | Reduced |
| American International Group, Inc. | 70,952 | $11.4M | 0.04% | −1,449−2.0% | Reduced |
| Retirement Systems of Alabama | 73,925 | $11.9M | 0.05% | +6,789+10.1% | Added |
| Legal & General Group Plc | 81,776 | $13.1M | 0.00% | +987+1.2% | Added |
| Vident Advisory, LLC | 86,313 | $13.9M | 0.29% | +8,429+10.8% | Added |
| Westwood Holdings Group Inc. | 86,367 | $13.9M | 0.11% | +86,367 | New |
| Envestnet Asset Management Inc | 86,816 | $14.0M | 0.01% | +36,879+73.9% | Added |
| D. E. Shaw & Co., Inc. | 87,223 | $14.0M | 0.02% | −38,815−30.8% | Reduced |
| Squarepoint Ops LLC | 88,555 | $14.2M | 0.06% | −51,117−36.6% | Reduced |
| UBS Asset Management Americas Inc | 91,655 | $14.7M | 0.01% | −69−0.1% | Reduced |
| Portman Square Capital LLP | 102,995 | $16.6M | 3.76% | +58,464+131.3% | Added |
| Swiss National Bank | 105,800 | $17.0M | 0.01% | +200+0.2% | Added |
| Ameriprise Financial Inc | 108,080 | $17.4M | 0.00% | −162,108−60.0% | Reduced |
| Barclays PLC | 111,101 | $17.9M | 0.01% | +2,336+2.1% | Added |
| Cardinal Capital Management LLC | 113,698 | $18.3M | 0.92% | −4,164−3.5% | Reduced |
| Norges Bank | 116,609 | $18.7M | 0.00% | +6,536+5.9% | Added |
| TD Asset Management Inc | 121,279 | $19.5M | 0.02% | +121,279 | New |
| Jane Street Group, LLC | 125,847 | $20.2M | 0.03% | +32,526+34.9% | Added |
| First Trust Advisors LP | 126,569 | $20.4M | 0.02% | −16,593−11.6% | Reduced |
| Rhumbline Advisers | 147,377 | $23.7M | 0.02% | −6,206−4.0% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 149,904 | $24.1M | 1.20% | −3,764−2.4% | Reduced |
| Impax Asset Management Group plc | 152,229 | $24.5M | 0.09% | −12,955−7.8% | Reduced |
| Invesco Ltd. | 155,167 | $24.9M | 0.01% | +63,778+69.8% | Added |
| Loomis Sayles & Co L P | 159,139 | $25.6M | 0.04% | −555−0.3% | Reduced |
| Point72 Asset Management, L.P. | 165,848 | $26.7M | 0.08% | −127,950−43.6% | Reduced |
| Nuveen Asset Management, LLC | 171,600 | $27.6M | 0.01% | +41,834+32.2% | Added |
| Clark Capital Management Group, Inc. | 175,505 | $28.2M | 0.21% | +1,994+1.1% | Added |
| Thrivent Financial for Lutherans | 179,268 | $28.8M | 0.06% | −24,415−12.0% | Reduced |
| Lazard Asset Management LLC | 182,976 | $29.4M | 0.04% | −90,693−33.1% | Reduced |
| California Public Employees Retirement System | 185,123 | $29.8M | 0.02% | +1,120+0.6% | Added |
| Citigroup Inc | 197,110 | $31.7M | 0.03% | +48,283+32.4% | Added |
| Manufacturers Life Insurance Company, The | 237,332 | $38.2M | 0.04% | +2,605+1.1% | Added |
| Deutsche Bank AG | 244,503 | $39.3M | 0.02% | −29,691−10.8% | Reduced |
| HighTower Advisors, LLC | 252,282 | $40.6M | 0.07% | +413+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 284,514 | $45.7M | 0.03% | +51,031+21.9% | Added |
| Credential Qtrade Securities Inc. | 286,800 | $46.1M | 2.48% | +15,902+5.9% | Added |
| Ariel Investments, LLC | 322,823 | $51.9M | 0.51% | +25,359+8.5% | Added |
| Charles Schwab Investment Management Inc | 336,217 | $54.1M | 0.01% | +5,781+1.7% | Added |
| Northern Trust Corp | 342,878 | $55.1M | 0.01% | −42,233−11.0% | Reduced |
| Epoch Investment Partners, Inc. | 356,714 | $57.4M | 0.25% | +288,314+421.5% | Added |
| ArrowMark Colorado Holdings LLC | 403,543 | $64.9M | 0.74% | +18,413+4.8% | Added |
| Bank of New York Mellon Corp | 431,300 | $69.3M | 0.01% | −15,677−3.5% | Reduced |
| Oldfield Partners LLP | 434,261 | $69.8M | 9.40% | +82,722+23.5% | Added |
| American Century Companies Inc | 455,603 | $73.3M | 0.05% | +5,205+1.2% | Added |
| Boston Partners | 492,948 | $79.2M | 0.09% | −12,995−2.6% | Reduced |
| Principal Financial Group Inc | 546,320 | $87.8M | 0.05% | +349,546+177.6% | Added |
| StonePine Asset Management Inc. | 547,611 | $88.1M | 1.40% | +53,150+10.7% | Added |
| Dimensional Fund Advisors LP | 628,833 | $101.1M | 0.03% | +10,859+1.8% | Added |
| Bank of Montreal | 696,509 | $111.2M | 0.06% | −12,964−1.8% | Reduced |
| Geode Capital Management, LLC | 904,270 | $145.4M | 0.01% | +33,444+3.8% | Added |
| Sarasin & Partners LLP | 911,502 | $146.6M | 1.44% | −1,895−0.2% | Reduced |
| Alliancebernstein L.P. | 1,048,824 | $168.6M | 0.06% | −4,052−0.4% | Reduced |
| Morgan Stanley | 1,105,877 | $177.8M | 0.01% | +73,010+7.1% | Added |
| Fiera Capital Corp | 1,121,550 | $180.3M | 0.53% | +41,326+3.8% | Added |
| Nordea Investment Management AB | 1,236,915 | $197.6M | 0.23% | −459,561−27.1% | Reduced |
| Bank of America Corp | 1,417,861 | $228.0M | 0.02% | +169,148+13.5% | Added |
| Price T Rowe Associates Inc | 1,450,221 | $233.2M | 0.03% | +11,552+0.8% | Added |
| Turtle Creek Asset Management Inc. | 1,560,295 | $250.9M | 6.12% | −53,350−3.3% | Reduced |
| State Street Corp | 1,562,510 | $251.2M | 0.01% | +44,577+2.9% | Added |
| EdgePoint Investment Group Inc. | 1,998,522 | $321.3M | 2.56% | +20,511+1.0% | Added |
| Victory Capital Management Inc | 2,772,052 | $445.7M | 0.44% | +9,497+0.3% | Added |
| JPMorgan Chase & Co | 2,996,206 | $481.8M | 0.04% | −185,251−5.8% | Reduced |
| Wellington Management Group LLP | 4,074,049 | $655.1M | 0.12% | +106,589+2.7% | Added |
| BlackRock Inc. | 4,505,270 | $724.4M | 0.02% | +47,294+1.1% | Added |
| Vanguard Group Inc | 5,113,286 | $822.2M | 0.02% | +15,798+0.3% | Added |
| Select Equity Group, L.P. | 5,513,404 | $886.5M | 3.20% | +559,422+11.3% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,008−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −9,335−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,153−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,007−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −6,370−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,053−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −5,195−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,115−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,997−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,968−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −1,401−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −1,372−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |