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, Q2 2024
Institutional positions in MIDDLEBY Corp as of Jun 30, 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
- 358
- −9 vs. Q1 2024
- Shares held
- 55.0M
- +1.30M (+2.4%) vs. Q1 2024
- Total value
- $6.75B
- −$1.88B (−21.8%) vs. Q1 2024
- New holders
- 53
- 124 more added
- Sold out
- 62
- 123 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $122 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $123 | 0.00% | +1 | New |
| Huntington National Bank | 3 | $368 | 0.00% | −29−90.6% | Reduced |
| Sachetta, LLC | 4 | $542 | 0.00% | −14−77.8% | Reduced |
| Quest Partners LLC | 5 | $613 | 0.00% | +1+25.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $859 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $981 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $981 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 9 | $1.10K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $1.23K | 0.00% | −1−9.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $1.23K | 0.00% | +3+42.9% | Added |
| Global Retirement Partners, LLC | 14 | $1.72K | 0.00% | −178−92.7% | Reduced |
| Bruce G. Allen Investments, LLC | 14 | $1.72K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 15 | $1.84K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $1.96K | 0.00% | +8+100.0% | Added |
| RFP Financial Group LLC | 18 | $2.21K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20 | $2.45K | 0.00% | −8−28.6% | Reduced |
| Smartleaf Asset Management LLC | 20 | $2.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $2.63K | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 22 | $2.70K | 0.00% | −1−4.3% | Reduced |
| Zions Bancorporation, N.A. | 28 | $3.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $3.56K | 0.00% | +3+11.5% | Added |
| Citadel Advisors LLC | 29 | $3.56K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 30 | $3.68K | 0.00% | −3−9.1% | Reduced |
| Orion Capital Management LLC | 30 | $3.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $3.80K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 34 | $4.17K | 0.00% | −1−2.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $4.29K | 0.00% | −793−95.8% | Reduced |
| Mather Group, LLC. | 29 | $4.66K | 0.00% | +13+81.3% | Added |
| Northwestern Mutual Wealth Management Co | 42 | $5.15K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 42 | $5.15K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 46 | $5.64K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 51 | $6.25K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 58 | $7.11K | 0.00% | +3+5.5% | Added |
| SRS Capital Advisors, Inc. | 58 | $7.11K | 0.00% | +58 | New |
| Spire Wealth Management | 65 | $7.97K | 0.00% | +18+38.3% | Added |
| Covestor Ltd | 62 | $8.00K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 62 | $8.41K | 0.00% | −3−4.6% | Reduced |
| Investors Research Corp | 70 | $8.58K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 70 | $8.58K | 0.00% | +15+27.3% | Added |
| Parallel Advisors, LLC | 78 | $9.56K | 0.00% | −81−50.9% | Reduced |
| Optiver Holding B.V. | 80 | $9.81K | 0.00% | +80 | New |
| Massmutual Trust Co FSB | 82 | $10.1K | 0.00% | +3+3.8% | Added |
| PFS Partners, LLC | 85 | $10.4K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 89 | $10.9K | 0.00% | +89 | New |
| Trust Co | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $11.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 98 | $12.0K | 0.00% | −3−3.0% | Reduced |
| Bangor Savings Bank | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 100 | $12.3K | 0.01% | +100 | New |
| International Assets Investment Management, LLC | 108 | $13.2K | 0.00% | +108 | New |
| Peregrine Capital Management LLC | 110 | $13.5K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 120 | $14.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $14.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 124 | $15.2K | 0.00% | +6+5.1% | Added |
| NBC Securities, Inc. | 140 | $17.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 140 | $17.2K | 0.00% | +56+66.7% | Added |
| Principal Securities, Inc. | 142 | $17.4K | 0.00% | −1,159−89.1% | Reduced |
| Umb Bank N A | 146 | $17.9K | 0.00% | +22+17.7% | Added |
| Allworth Financial LP | 142 | $18.0K | 0.00% | +118+491.7% | Added |
| Rise Advisors, LLC | 153 | $18.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 156 | $19.1K | 0.00% | +131+524.0% | Added |
| Plante Moran Financial Advisors, LLC | 165 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $20.5K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 177 | $21.7K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 177 | $21.7K | 0.05% | +155+704.5% | Added |
| Caldwell Trust Co | 181 | $22.2K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 196 | $24.0K | 0.00% | +21+12.0% | Added |
| Clean Yield Group | 200 | $24.5K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 231 | $28.0K | 0.00% | −10−4.1% | Reduced |
| Quarry LP | 231 | $28.3K | 0.01% | +132+133.3% | Added |
| Proequities, Inc. | 249 | $30.5K | 0.00% | −15−5.7% | Reduced |
| GAMMA Investing LLC | 255 | $31.3K | 0.00% | +126+97.7% | Added |
| Nomura Asset Management Co Ltd | 320 | $39.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 360 | $44.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 369 | $44.2K | 0.00% | −139−27.4% | Reduced |
| First Horizon Advisors, Inc. | 397 | $48.7K | 0.00% | −107−21.2% | Reduced |
| Advisor Group Holdings, Inc. | 467 | $57.3K | 0.00% | −5,509−92.2% | Reduced |
| Fifth Third Bancorp | 470 | $57.6K | 0.00% | +30+6.8% | Added |
| CNB Bank | 510 | $62.5K | 0.03% | −225−30.6% | Reduced |
| Signaturefd, LLC | 518 | $63.5K | 0.00% | +223+75.6% | Added |
| Brown Brothers Harriman & Co | 543 | $66.6K | 0.00% | +543 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 561 | $68.8K | 0.02% | +51+10.0% | Added |
| CWM, LLC | 559 | $69.0K | 0.00% | −133−19.2% | Reduced |
| Quadrant Capital Group LLC | 620 | $76.0K | 0.01% | +12+2.0% | Added |
| Parkside Financial Bank & Trust | 628 | $77.0K | 0.01% | +25+4.1% | Added |
| Arcadia Investment Management Corp | 650 | $79.7K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 764 | $93.7K | 0.04% | −110−12.6% | Reduced |
| State of Wyoming | 849 | $104.1K | 0.02% | +298+54.1% | Added |
| Vestor Capital, LLC | 1,000 | $123.0K | 0.01% | −350−25.9% | Reduced |
| Mendota Financial Group, LLC | 1,150 | $141.0K | 0.08% | +105+10.0% | Added |
| Innealta Capital, LLC | 1,595 | $195.6K | 0.06% | +1,595 | New |
| Atria Investments LLC | 1,634 | $200.3K | 0.00% | +1,634 | New |
| Ballentine Partners, LLC | 1,641 | $201.2K | 0.00% | −269−14.1% | Reduced |
| Bank of Nova Scotia Trust Co | 1,673 | $205.1K | 0.02% | +1,673 | New |
| Stephens Inc | 1,722 | $211.1K | 0.00% | 00.0% | Unchanged |