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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 5,667 | $793.8K | 0.02% | +528+10.3% | Added |
| Gamco Investors, Inc. Et Al | 4,800 | $771.8K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 4,791 | $770.3K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,745 | $763.0K | 0.00% | +346+7.9% | Added |
| Guggenheim Capital LLC | 4,730 | $760.5K | 0.01% | −9,573−66.9% | Reduced |
| Pearl River Capital, LLC | 4,599 | $739.5K | 0.12% | +4,599 | New |
| Captrust Financial Advisors | 4,586 | $737.4K | 0.00% | −3,436−42.8% | Reduced |
| Atom Investors LP | 4,454 | $716.2K | 0.09% | −6,036−57.5% | Reduced |
| Illinois Municipal Retirement Fund | 4,456 | $716.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,440 | $713.9K | 0.02% | −100−2.2% | Reduced |
| Hills Bank & Trust Co | 4,298 | $691.1K | 0.06% | −20.0% | Reduced |
| Nomura Holdings Inc | 4,217 | $678.1K | 0.01% | +4,217 | New |
| Quadrature Capital Ltd | 4,130 | $664.5K | 0.01% | +4,130 | New |
| Vestcor Inc | 4,032 | $648.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,917 | $629.8K | 0.02% | +3,760+2,394.9% | Added |
| Crossmark Global Holdings, Inc. | 3,789 | $609.0K | 0.01% | +229+6.4% | Added |
| US Bancorp | 3,772 | $606.5K | 0.00% | −2,029−35.0% | Reduced |
| Ellevest, Inc. | 3,771 | $606.3K | 0.04% | +679+22.0% | Added |
| Maryland State Retirement & Pension System | 4,223 | $594.9K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,681 | $591.9K | 0.34% | +3,681 | New |
| Mountain Pacific Investment Advisers Inc | 3,650 | $586.9K | 0.03% | 00.0% | Unchanged |
| Boston Family Office LLC | 3,506 | $564.0K | 0.04% | −79−2.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,445 | $553.9K | 0.00% | +46+1.4% | Added |
| First Hawaiian Bank | 3,245 | $521.8K | 0.02% | +1,675+106.7% | Added |
| Studio Investment Management LLC | 3,213 | $516.6K | 0.12% | +232+7.8% | Added |
| Commerce Bank | 3,154 | $507.1K | 0.00% | +434+16.0% | Added |
| Tower Research Capital LLC (TRC) | 3,083 | $495.7K | 0.01% | −5,386−63.6% | Reduced |
| Simon Quick Advisors, LLC | 3,082 | $495.6K | 0.04% | +766+33.1% | Added |
| William Blair Investment Management, LLC | 3,042 | $489.1K | 0.00% | +3,042 | New |
| DF Dent & Co Inc | 3,031 | $487.4K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,028 | $486.9K | 0.03% | +3,028 | New |
| 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 |
| RMR Wealth Builders | 2,867 | $461.0K | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 2,836 | $456.8K | 0.00% | +284+11.1% | Added |
| Engineers Gate Manager LP | 2,776 | $446.4K | 0.01% | +2,776 | New |
| Arbor Capital Management Inc | 3,000 | $427.1K | 0.41% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,616 | $421.0K | 0.00% | +1,008+62.7% | Added |
| ProShare Advisors LLC | 2,613 | $420.1K | 0.00% | −206−7.3% | Reduced |
| Prelude Capital Management, LLC | 2,605 | $418.9K | 0.03% | +2,605 | New |
| Keebeck Alpha, LP | 2,418 | $388.8K | 0.26% | +2,418 | New |
| Raymond James Financial Services Advisors, Inc. | 2,359 | $379.3K | 0.00% | −493−17.3% | Reduced |
| Shelton Capital Management | 2,319 | $372.9K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,241 | $360.3K | 0.02% | +281+14.3% | Added |
| Verdence Capital Advisors LLC | 2,163 | $347.8K | 0.03% | +2,163 | New |
| Verition Fund Management LLC | 2,145 | $344.9K | 0.00% | −15,731−88.0% | Reduced |
| Stifel Financial Corp | 2,136 | $343.4K | 0.00% | +274+14.7% | Added |
| Dorchester Wealth Management Co | 2,000 | $321.6K | 0.06% | 00.0% | Unchanged |
| Hoylecohen, LLC | 1,950 | $313.5K | 0.02% | −100−4.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,929 | $310.2K | 0.00% | −432−18.3% | Reduced |
| Ballentine Partners, LLC | 1,910 | $307.1K | 0.01% | −215−10.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,885 | $298.8K | 0.04% | +1,885 | New |
| Profund Advisors LLC | 1,836 | $295.2K | 0.01% | +220+13.6% | Added |
| Greenleaf Trust | 1,807 | $290.5K | 0.00% | +75+4.3% | Added |
| Pinebridge Investments, L.P. | 1,785 | $287.0K | 0.00% | +1,785 | New |
| Parallax Volatility Advisers, L.P. | 1,775 | $285.4K | 0.01% | +1,775 | New |
| Commonwealth Equity Services, LLC | 1,766 | $284.0K | 0.00% | −59−3.2% | Reduced |
| Petrus Trust Company, LTA | 1,750 | $281.4K | 0.03% | +1,750 | New |
| Stephens Inc | 1,722 | $276.9K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,712 | $275.0K | 0.00% | +255+17.5% | Added |
| Poehling Capital Management, LLC | 1,616 | $259.8K | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,111 | $259.0K | 0.01% | −216−9.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,573 | $253.0K | 0.00% | −23−1.4% | Reduced |
| PFG Investments, LLC | 1,531 | $246.2K | 0.01% | +1,531 | New |
| Naples Global Advisors, LLC | 1,500 | $241.2K | 0.02% | 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 |
| Beacon Investment Advisory Services, Inc. | 1,463 | $235.2K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,462 | $235.1K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 1,455 | $233.9K | 0.02% | +1,455 | New |
| MidWestOne Financial Group, Inc. | 1,439 | $231.4K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,373 | $220.8K | 0.01% | +1,373 | New |
| Quantinno Capital Management LP | 1,359 | $219.0K | 0.00% | +1,359 | New |
| Vestor Capital, LLC | 1,350 | $217.0K | 0.02% | +350+35.0% | Added |
| Schmidt P J Investment Management Inc | 1,336 | $214.9K | 0.04% | +1,336 | New |
| Davis R M Inc | 1,312 | $211.0K | 0.00% | −1,132−46.3% | Reduced |
| Principal Securities, Inc. | 1,301 | $209.2K | 0.01% | +41+3.3% | Added |
| Joel Isaacson & Co., LLC | 1,300 | $209.0K | 0.01% | +1,300 | New |
| Mendota Financial Group, LLC | 1,045 | $168.0K | 0.10% | −45−4.1% | Reduced |
| Assetmark, Inc | 983 | $158.1K | 0.00% | +530+117.0% | Added |
| Eukles Asset Management | 874 | $140.5K | 0.06% | −2,142−71.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 828 | $133.1K | 0.01% | +828 | New |
| Globeflex Capital L P | 800 | $128.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 735 | $118.2K | 0.06% | −158−17.7% | Reduced |
| CWM, LLC | 692 | $111.0K | 0.00% | +182+35.7% | Added |
| Arcadia Investment Management Corp | 650 | $104.5K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 608 | $97.8K | 0.01% | +48+8.6% | Added |
| Parkside Financial Bank & Trust | 603 | $97.0K | 0.02% | +7+1.2% | Added |
| State of Wyoming | 551 | $88.6K | 0.01% | +7+1.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 510 | $82.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 504 | $81.0K | 0.00% | +73+16.9% | Added |
| CIBC Private Wealth Group, LLC | 508 | $80.5K | 0.00% | +508 | New |
| Fifth Third Bancorp | 440 | $70.7K | 0.00% | +10+2.3% | Added |
| Crewe Advisors LLC | 360 | $57.9K | 0.01% | +310+620.0% | Added |
| GHP Investment Advisors, Inc. | 336 | $54.0K | 0.00% | +336 | New |
| Nomura Asset Management Co Ltd | 320 | $51.5K | 0.00% | +100+45.5% | Added |
| Signaturefd, LLC | 295 | $47.4K | 0.00% | +54+22.4% | Added |
| Proequities, Inc. | 264 | $42.4K | 0.00% | −3−1.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 241 | $39.0K | 0.00% | −7−2.8% | Reduced |
| Clean Yield Group | 200 | $32.2K | 0.01% | 00.0% | Unchanged |