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, Q3 2024
Institutional positions in MIDDLEBY Corp as of Sep 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
- 388
- +33 vs. Q2 2024
- Shares held
- 55.3M
- +4.84M (+9.6%) vs. Q2 2024
- Total value
- $7.69B
- +$1.50B (+24.2%) vs. Q2 2024
- New holders
- 73
- 133 more added
- Sold out
- 40
- 118 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $139 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $139 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $140 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $140 | 0.00% | +1 | New |
| Claris Advisors, LLC | 3 | $417 | 0.00% | +3 | New |
| Sachetta, LLC | 4 | $557 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 4 | $557 | 0.00% | +4 | New |
| Geneos Wealth Management Inc. | 7 | $974 | 0.00% | +7 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 9 | $1.25K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $1.25K | 0.00% | −1−10.0% | Reduced |
| SJS Investment Consulting Inc. | 12 | $1.67K | 0.00% | +2+20.0% | Added |
| Venturi Wealth Management, LLC | 12 | $1.67K | 0.00% | +12 | New |
| Global Retirement Partners, LLC | 14 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.95K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 15 | $2.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 15 | $2.09K | 0.00% | +12+400.0% | Added |
| Zions Bancorporation, N.A. | 16 | $2.23K | 0.00% | −12−42.9% | Reduced |
| Sunbelt Securities, Inc. | 16 | $2.23K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $2.23K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 18 | $2.44K | 0.00% | −2−10.0% | Reduced |
| Fred Alger Management, LLC | 19 | $2.64K | 0.00% | −31,712−99.9% | Reduced |
| Hemington Wealth Management | 27 | $3.00K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 22 | $3.06K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 28 | $3.90K | 0.00% | +6+27.3% | Added |
| Versant Capital Management, Inc | 30 | $4.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $4.17K | 0.00% | +1+3.4% | Added |
| Bell Investment Advisors, Inc | 31 | $4.31K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 34 | $4.73K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 39 | $5.43K | 0.00% | +39 | New |
| Leonteq Securities AG | 44 | $6.12K | 0.00% | −96−68.6% | Reduced |
| FinTrust Capital Advisors, LLC | 46 | $6.40K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 46 | $6.40K | 0.00% | +4+9.5% | Added |
| Future Financial Wealth Managment LLC | 50 | $6.96K | 0.00% | +50 | New |
| Whittier Trust Co | 51 | $7.09K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 58 | $8.07K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 59 | $8.36K | 0.00% | +39+195.0% | Added |
| EverSource Wealth Advisors, LLC | 62 | $8.63K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 65 | $9.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 66 | $9.18K | 0.00% | +66 | New |
| Investors Research Corp | 70 | $9.74K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 85 | $11.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 87 | $12.1K | 0.00% | +45+107.1% | Added |
| Princeton Global Asset Management LLC | 89 | $12.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 89 | $12.4K | 0.00% | +19+27.1% | Added |
| Trust Co | 90 | $12.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 96 | $13.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $13.8K | 0.00% | +17+20.7% | Added |
| IFP Advisors, Inc | 99 | $13.8K | 0.00% | −25−20.2% | Reduced |
| Bangor Savings Bank | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 100 | $13.9K | 0.00% | +42+72.4% | Added |
| Peregrine Capital Management LLC | 110 | $15.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $16.7K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 120 | $16.7K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 120 | $16.7K | 0.01% | +120 | New |
| Migdal Insurance & Financial Holdings Ltd. | 119 | $17.0K | 0.00% | +119 | New |
| Allworth Financial LP | 134 | $18.6K | 0.00% | −8−5.6% | Reduced |
| NBC Securities, Inc. | 140 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 142 | $19.8K | 0.00% | +64+82.1% | Added |
| Wolff Wiese Magana LLC | 149 | $20.7K | 0.01% | +149 | New |
| Rise Advisors, LLC | 153 | $21.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 156 | $21.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 167 | $23.0K | 0.00% | +69+70.4% | Added |
| Bartlett & Co. Wealth Management LLC | 167 | $23.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 177 | $24.6K | 0.06% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 177 | $24.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 181 | $25.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 182 | $25.3K | 0.00% | +102+127.5% | Added |
| Coppell Advisory Solutions LLC | 189 | $26.8K | 0.00% | +189 | New |
| Quarry LP | 198 | $27.5K | 0.01% | −33−14.3% | Reduced |
| Clean Yield Group | 200 | $27.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 197 | $27.9K | 0.00% | +197 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 205 | $28.5K | 0.00% | +205 | New |
| Covestor Ltd | 252 | $35.0K | 0.02% | +190+306.5% | Added |
| Allspring Global Investments Holdings, LLC | 265 | $36.9K | 0.00% | +69+35.2% | Added |
| Umb Bank N A | 282 | $39.2K | 0.00% | +136+93.2% | Added |
| CNB Bank | 283 | $39.4K | 0.02% | −227−44.5% | Reduced |
| Signaturefd, LLC | 294 | $40.9K | 0.00% | −224−43.2% | Reduced |
| Elequin Capital LP | 308 | $42.9K | 0.00% | +308 | New |
| Nomura Asset Management Co Ltd | 320 | $44.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 322 | $44.8K | 0.00% | +287+820.0% | Added |
| First Horizon Advisors, Inc. | 325 | $45.2K | 0.00% | −72−18.1% | Reduced |
| TD Waterhouse Canada Inc. | 336 | $46.4K | 0.00% | +236+236.0% | Added |
| Crewe Advisors LLC | 410 | $57.0K | 0.01% | +50+13.9% | Added |
| Principal Securities, Inc. | 488 | $67.9K | 0.00% | +346+243.7% | Added |
| GAMMA Investing LLC | 489 | $68.0K | 0.01% | +234+91.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 505 | $71.6K | 0.00% | +505 | New |
| Brown Brothers Harriman & Co | 543 | $75.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 561 | $78.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 562 | $78.2K | 0.01% | −58−9.4% | Reduced |
| CIBC Private Wealth Group, LLC | 598 | $83.2K | 0.00% | +229+62.1% | Added |
| CWM, LLC | 605 | $84.0K | 0.00% | +46+8.2% | Added |
| Neo Ivy Capital Management | 638 | $88.0K | 0.03% | +638 | New |
| Parkside Financial Bank & Trust | 641 | $89.2K | 0.01% | +13+2.1% | Added |
| Arcadia Investment Management Corp | 650 | $90.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 668 | $92.9K | 0.01% | −181−21.3% | Reduced |
| Hilltop National Bank | 748 | $104.1K | 0.03% | +748 | New |