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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 750 | $104.3K | 0.01% | +750 | New |
| Eukles Asset Management | 764 | $106.3K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15,026 | $108.0K | 0.00% | +14,918+13,813.0% | Added |
| Advisor Group Holdings, Inc. | 826 | $114.9K | 0.00% | +359+76.9% | Added |
| Skopos Labs, Inc. | 937 | $130.4K | 0.04% | +937 | New |
| Vestor Capital, LLC | 1,000 | $139.0K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 1,000 | $139.1K | 0.00% | −3,127−75.8% | Reduced |
| Mendota Financial Group, LLC | 1,287 | $179.1K | 0.09% | +137+11.9% | Added |
| Proequities, Inc. | 1,363 | $189.6K | 0.01% | +1,114+447.4% | Added |
| MidWestOne Financial Group, Inc. | 1,439 | $200.2K | 0.03% | +1,439 | New |
| Profund Advisors LLC | 1,456 | $202.6K | 0.01% | +1,456 | New |
| Beacon Investment Advisory Services, Inc. | 1,463 | $203.5K | 0.01% | +1,463 | New |
| O'Shaughnessy Asset Management, LLC | 1,489 | $205.2K | 0.00% | +1,489 | New |
| Naples Global Advisors, LLC | 1,500 | $208.7K | 0.02% | +1,500 | New |
| Schonfeld Strategic Advisors LLC | 1,509 | $209.9K | 0.00% | −13,881−90.2% | Reduced |
| CAPROCK Group, Inc. | 1,518 | $211.2K | 0.01% | +1,518 | New |
| PFG Investments, LLC | 1,531 | $213.0K | 0.01% | +1,531 | New |
| Claret Asset Management Corp | 1,554 | $216.0K | 0.04% | +1,554 | New |
| Bank of Nova Scotia Trust Co | 1,558 | $216.8K | 0.02% | −115−6.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,565 | $217.7K | 0.00% | −4,802−75.4% | Reduced |
| CIBC Asset Management Inc | 1,570 | $218.4K | 0.00% | +1,570 | New |
| MML Investors Services, LLC | 1,606 | $223.0K | 0.00% | +1,606 | New |
| Poehling Capital Management, LLC | 1,603 | $223.0K | 0.06% | +1,603 | New |
| Ballentine Partners, LLC | 1,629 | $226.6K | 0.00% | −12−0.7% | Reduced |
| Snowden Capital Advisors LLC | 1,641 | $228.3K | 0.01% | +1,641 | New |
| Net Worth Advisory Group | 1,707 | $237.5K | 0.07% | +1,707 | New |
| Stephens Inc | 1,722 | $239.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,730 | $241.0K | 0.00% | −25−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,998 | $245.0K | 0.00% | −24−1.2% | Reduced |
| Entropy Technologies, LP | 1,800 | $250.4K | 0.03% | +1,800 | New |
| Stifel Financial Corp | 1,856 | $258.2K | 0.00% | −81−4.2% | Reduced |
| Assetmark, Inc | 1,868 | $259.9K | 0.00% | +93+5.2% | Added |
| Greenleaf Trust | 1,936 | $269.4K | 0.00% | +145+8.1% | Added |
| Colony Group, LLC | 1,950 | $271.3K | 0.00% | +1,950 | New |
| Cornercap Investment Counsel Inc | 1,964 | $273.3K | 0.08% | −2,114−51.8% | Reduced |
| Shell Asset Management Co | 1,996 | $278.0K | 0.01% | +1,996 | New |
| Sterling Capital Management LLC | 2,030 | $282.4K | 0.00% | +2,030 | New |
| Headlands Technologies LLC | 2,092 | $291.1K | 0.03% | −2,886−58.0% | Reduced |
| Shelton Capital Management | 2,110 | $293.6K | 0.01% | −74−3.4% | Reduced |
| Avantax Advisory Services, Inc. | 2,123 | $295.4K | 0.00% | +192+9.9% | Added |
| Landscape Capital Management, L.L.C. | 2,197 | $305.7K | 0.03% | +2,197 | New |
| Verdence Capital Advisors LLC | 2,278 | $316.9K | 0.03% | +88+4.0% | Added |
| ProShare Advisors LLC | 2,344 | $326.1K | 0.00% | −191−7.5% | Reduced |
| Merit Financial Group, LLC | 2,459 | $342.1K | 0.01% | −2,590−51.3% | Reduced |
| Versor Investments LP | 2,500 | $347.8K | 0.06% | +2,500 | New |
| Petrus Trust Company, LTA | 2,795 | $388.9K | 0.04% | −1,243−30.8% | Reduced |
| RMR Wealth Builders | 2,867 | $398.9K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,978 | $414.3K | 0.00% | +26+0.9% | Added |
| Arbor Capital Management Inc | 3,000 | $415.4K | 0.39% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 3,002 | $417.7K | 0.00% | −40−1.3% | Reduced |
| DF Dent & Co Inc | 3,031 | $421.7K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,046 | $423.8K | 0.01% | −1,177−27.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,047 | $423.9K | 0.09% | +3,047 | New |
| Cetera Investment Advisers | 3,136 | $436.3K | 0.00% | −270−7.9% | Reduced |
| Yorktown Management & Research Co Inc | 3,300 | $459.1K | 0.47% | +3,300 | New |
| Envestnet Portfolio Solutions, Inc. | 3,377 | $469.8K | 0.00% | +1,542+84.0% | Added |
| Scientech Research LLC | 3,388 | $471.4K | 0.09% | +3,388 | New |
| SG Americas Securities, LLC | 3,475 | $483.0K | 0.00% | −7,504−68.3% | Reduced |
| Studio Investment Management LLC | 3,531 | $491.3K | 0.10% | +175+5.2% | Added |
| Ellevest, Inc. | 3,572 | $497.0K | 0.03% | −265−6.9% | Reduced |
| Commerce Bank | 3,645 | $507.1K | 0.00% | −12−0.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 3,650 | $507.8K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 3,655 | $508.5K | 0.04% | +39+1.1% | Added |
| Crossmark Global Holdings, Inc. | 3,725 | $518.0K | 0.01% | +554+17.5% | Added |
| US Bancorp | 3,726 | $518.4K | 0.00% | −62−1.6% | Reduced |
| Vestcor Inc | 4,032 | $561.0K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,149 | $577.3K | 0.00% | +1,470+54.9% | Added |
| Securian Asset Management, Inc | 4,181 | $581.7K | 0.02% | −107−2.5% | Reduced |
| Hills Bank & Trust Co | 4,192 | $583.2K | 0.04% | −100−2.3% | Reduced |
| Blair William & Co | 4,235 | $589.1K | 0.00% | −251−5.6% | Reduced |
| Intech Investment Management LLC | 4,301 | $598.4K | 0.01% | −2,770−39.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,410 | $613.6K | 0.02% | +1,542+53.8% | Added |
| Millennium Management LLC | 4,465 | $621.2K | 0.00% | −143,162−97.0% | Reduced |
| Virtu Financial LLC | 4,594 | $639.0K | 0.04% | +4,594 | New |
| Aquatic Capital Management LLC | 4,600 | $640.0K | 0.02% | −9,100−66.4% | Reduced |
| Neuberger Berman Group LLC | 4,766 | $663.1K | 0.00% | −562−10.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,768 | $663.4K | 0.04% | +13+0.3% | Added |
| Gamco Investors, Inc. Et Al | 4,800 | $667.8K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 4,843 | $673.8K | 0.01% | +923+23.5% | Added |
| Ridgewood Investments LLC | 5,105 | $710.3K | 0.36% | −10.0% | Reduced |
| Quantinno Capital Management LP | 5,107 | $710.5K | 0.01% | +1,428+38.8% | Added |
| LPL Financial LLC | 5,251 | $730.6K | 0.00% | +84+1.6% | Added |
| Prudential Financial Inc | 5,252 | $730.7K | 0.00% | +822+18.6% | Added |
| TD Private Client Wealth LLC | 5,312 | $739.1K | 0.02% | −170−3.1% | Reduced |
| Susquehanna International Group, LLP | 5,456 | $759.1K | 0.00% | −3,977−42.2% | Reduced |
| Engineers Gate Manager LP | 5,474 | $761.6K | 0.01% | +5,474 | New |
| Natixis | 5,475 | $761.7K | 0.00% | +5,475 | New |
| First Hawaiian Bank | 5,585 | $777.0K | 0.02% | +2,055+58.2% | Added |
| CIBC World Markets Inc. | 5,610 | $781.0K | 0.00% | +68+1.2% | Added |
| Logan Capital Management Inc | 5,658 | $787.2K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,666 | $788.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,698 | $792.8K | 0.00% | −185−3.1% | Reduced |
| Xponance, Inc. | 5,776 | $803.6K | 0.01% | +19+0.3% | Added |
| Sherbrooke Park Advisers LLC | 6,044 | $840.9K | 0.19% | −6,504−51.8% | Reduced |
| Captrust Financial Advisors | 6,058 | $842.9K | 0.00% | +3,196+111.7% | Added |
| Arrowstreet Capital, Limited Partnership | 6,153 | $856.1K | 0.00% | +6,153 | New |
| Campbell & CO Investment Adviser LLC | 6,177 | $859.4K | 0.06% | +3,394+122.0% | Added |
| Toroso Investments, LLC | 6,209 | $863.9K | 0.01% | −79−1.3% | Reduced |
| State of Alaska, Department of Revenue | 6,212 | $864.0K | 0.01% | +420+7.3% | Added |
| TownSquare Capital, LLC | 6,259 | $870.8K | 0.01% | +89+1.4% | Added |