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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 192 | $30.9K | 0.00% | −8−4.0% | Reduced |
| Caldwell Trust Co | 181 | $29.1K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 177 | $28.5K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 175 | $28.1K | 0.00% | +162+1,246.2% | Added |
| Bartlett & Co. Wealth Management LLC | 167 | $26.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $26.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 159 | $25.6K | 0.00% | −45−22.1% | Reduced |
| Rise Advisors, LLC | 153 | $24.6K | 0.01% | +153 | New |
| NBC Securities, Inc. | 140 | $22.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 129 | $20.7K | 0.00% | +59+84.3% | Added |
| Umb Bank N A | 124 | $19.9K | 0.00% | −196−61.3% | Reduced |
| 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 |
| IFP Advisors, Inc | 118 | $19.0K | 0.00% | +26+28.3% | Added |
| Peregrine Capital Management LLC | 110 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $16.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 101 | $16.0K | 0.00% | +20+24.7% | Added |
| Quarry LP | 99 | $15.9K | 0.01% | −61−38.1% | Reduced |
| TD Waterhouse Canada Inc. | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $15.4K | 0.00% | 00.0% | Unchanged |
| Trust Co | 90 | $14.5K | 0.00% | +90 | New |
| PFS Partners, LLC | 85 | $13.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 84 | $13.5K | 0.00% | +11+15.1% | Added |
| Massmutual Trust Co FSB | 79 | $12.7K | 0.00% | +3+3.9% | Added |
| Investors Research Corp | 70 | $11.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 65 | $10.5K | 0.01% | −3−4.4% | Reduced |
| Covestor Ltd | 62 | $10.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 65 | $9.03K | 0.00% | −17−20.7% | Reduced |
| 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 |
| Whittier Trust Co | 51 | $8.20K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $8.04K | 0.01% | +50 | New |
| Spire Wealth Management | 47 | $7.56K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 46 | $7.40K | 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 |
| First Manhattan Co | 39 | $6.27K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 37 | $5.95K | 0.00% | +12+48.0% | Added |
| Whittier Trust Co of Nevada Inc | 35 | $5.63K | 0.00% | +10+40.0% | Added |
| Versant Capital Management, Inc | 33 | $5.31K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $5.14K | 0.00% | +9+39.1% | Added |
| Bell Investment Advisors, Inc | 31 | $4.99K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $4.82K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $4.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $4.18K | 0.00% | +11+73.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $4.02K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $3.86K | 0.00% | +4+20.0% | Added |
| Continuum Advisory, LLC | 28 | $3.82K | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 23 | $3.70K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 22 | $3.54K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 22 | $3.54K | 0.00% | +22 | New |
| Smartleaf Asset Management LLC | 20 | $3.19K | 0.00% | +19+1,900.0% | Added |
| RFP Financial Group LLC | 18 | $2.89K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $2.65K | 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 |
| Brown, Lisle/Cummings, Inc. | 15 | $2.41K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 16 | $2.35K | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 14 | $2.25K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.77K | 0.00% | +7+175.0% | Added |
| Manchester Capital Management LLC | 8 | $1.29K | 0.00% | +6+300.0% | Added |
| Raffa Wealth Management, LLC | 8 | $1.29K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $1.29K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 5 | $804 | 0.00% | −9−64.3% | Reduced |
| Quest Partners LLC | 4 | $643 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 3 | $486 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 2 | $322 | 0.00% | −4−66.7% | Reduced |
| Tfo-TDC, LLC | 2 | $322 | 0.00% | 00.0% | Unchanged |
| 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 |