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 |
|---|---|---|---|---|---|
| Leith Wheeler Investment Counsel Ltd. | 47,060 | $6.55M | 0.46% | −1,864−3.8% | Reduced |
| Stone Run Capital, LLC | 47,250 | $6.57M | 2.45% | +3,550+8.1% | Added |
| DLD Asset Management, LP | 47,460 | $6.60M | 1.07% | −60,800−56.2% | Reduced |
| State of Wisconsin Investment Board | 48,011 | $6.68M | 0.02% | −171−0.4% | Reduced |
| Gabelli Funds LLC | 50,000 | $6.96M | 0.05% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 50,170 | $6.98M | 1.42% | +195+0.4% | Added |
| Heartland Advisors Inc | 50,230 | $6.99M | 0.37% | +27,765+123.6% | Added |
| California State Teachers Retirement System | 51,130 | $7.11M | 0.01% | −1,421−2.7% | Reduced |
| Gotham Asset Management, LLC | 51,575 | $7.18M | 0.07% | +17,489+51.3% | Added |
| UBS Group AG | 51,655 | $7.19M | 0.00% | +31,611+157.7% | Added |
| Franklin Resources Inc | 52,911 | $7.29M | 0.00% | +952+1.8% | Added |
| New York State Teachers Retirement System | 53,218 | $7.40M | 0.02% | −100−0.2% | Reduced |
| Addenda Capital Inc. | 55,039 | $7.66M | 0.27% | −2,606−4.5% | Reduced |
| Macquarie Group Ltd | 55,114 | $7.67M | 0.01% | −8,684−13.6% | Reduced |
| Moore Capital Management, LP | 57,206 | $7.96M | 0.23% | +57,206 | New |
| FMR LLC | 59,106 | $8.22M | 0.00% | +2,601+4.6% | Added |
| AQR Capital Management LLC | 59,119 | $8.23M | 0.01% | −2,911−4.7% | Reduced |
| Trillium Asset Management, LLC | 59,453 | $8.27M | 0.20% | −604−1.0% | Reduced |
| Marshall Wace, LLP | 61,246 | $8.52M | 0.01% | +61,246 | New |
| Burney Co | 62,404 | $8.68M | 0.31% | −390−0.6% | Reduced |
| Corebridge Financial, Inc. | 63,582 | $8.85M | 0.05% | −4,424−6.5% | Reduced |
| Great Lakes Advisors, LLC | 63,953 | $8.90M | 0.07% | −3,188−4.7% | Reduced |
| Retirement Systems of Alabama | 65,317 | $9.09M | 0.03% | −1,046−1.6% | Reduced |
| S&CO Inc | 66,825 | $9.30M | 0.61% | +200+0.3% | Added |
| Goldman Sachs Group Inc | 67,428 | $9.38M | 0.00% | +11,437+20.4% | Added |
| Olstein Capital Management, L.P. | 68,500 | $9.53M | 1.62% | +2,000+3.0% | Added |
| The PNC Financial Services Group, Inc. | 70,925 | $9.87M | 0.01% | +171+0.2% | Added |
| Woodline Partners LP | 71,511 | $9.95M | 0.08% | +56,197+367.0% | Added |
| Natixis Advisors, L.P. | 78,545 | $10.9M | 0.02% | +78,545 | New |
| Legal & General Group Plc | 82,282 | $11.4M | 0.00% | +129+0.2% | Added |
| Invesco Ltd. | 82,918 | $11.5M | 0.00% | −144,700−63.6% | Reduced |
| D. E. Shaw & Co., Inc. | 90,677 | $12.6M | 0.02% | −37,194−29.1% | Reduced |
| California Public Employees Retirement System | 99,760 | $13.9M | 0.01% | −89,660−47.3% | Reduced |
| Swiss National Bank | 105,000 | $14.6M | 0.01% | −400−0.4% | Reduced |
| Barclays PLC | 108,429 | $15.1M | 0.01% | +13,587+14.3% | Added |
| Ameriprise Financial Inc | 108,624 | $15.1M | 0.00% | +173+0.2% | Added |
| Verition Fund Management LLC | 108,954 | $15.2M | 0.10% | +108,954 | New |
| Envestnet Asset Management Inc | 114,662 | $16.0M | 0.01% | +28,757+33.5% | Added |
| Squarepoint Ops LLC | 122,074 | $17.0M | 0.06% | −1,426−1.2% | Reduced |
| Wells Fargo & Company | 123,844 | $17.2M | 0.00% | +56,656+84.3% | Added |
| UBS Asset Management Americas Inc | 126,482 | $17.6M | 0.00% | −10,820−7.9% | Reduced |
| Norges Bank | 140,170 | $19.5M | 0.00% | +28,193+25.2% | Added |
| Rhumbline Advisers | 143,897 | $20.0M | 0.02% | −3,177−2.2% | Reduced |
| Royal Bank of Canada | 144,290 | $20.1M | 0.00% | +125,742+677.9% | Added |
| HighTower Advisors, LLC | 154,168 | $21.4M | 0.03% | −3,613−2.3% | Reduced |
| Impax Asset Management Group plc | 174,349 | $24.3M | 0.10% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 176,448 | $24.5M | 0.03% | −1,942−1.1% | Reduced |
| First Trust Advisors LP | 177,838 | $24.7M | 0.02% | +63,548+55.6% | Added |
| Wolf Hill Capital Management, LP | 184,187 | $25.6M | 2.46% | +184,187 | New |
| New York State Common Retirement Fund | 185,885 | $25.9M | 0.03% | +136,345+275.2% | Added |
| TD Asset Management Inc | 184,113 | $26.1M | 0.02% | +6,049+3.4% | Added |
| Jane Street Group, LLC | 219,992 | $30.6M | 0.05% | +28,328+14.8% | Added |
| Dixon Mitchell Investment Counsel Inc. | 225,210 | $31.3M | 1.43% | +13,935+6.6% | Added |
| Amundi | 258,999 | $34.2M | 0.01% | +41,958+19.3% | Added |
| Deutsche Bank AG | 255,666 | $35.6M | 0.01% | −739−0.3% | Reduced |
| American Century Companies Inc | 256,636 | $35.7M | 0.02% | −53,110−17.1% | Reduced |
| Nuveen Asset Management, LLC | 264,460 | $36.8M | 0.01% | +43,478+19.7% | Added |
| Aviso Financial Inc. | 307,856 | $42.8M | 2.12% | +6,946+2.3% | Added |
| Oldfield Partners LLP | 332,473 | $46.3M | 9.78% | +4,837+1.5% | Added |
| Fiera Capital Corp | 344,145 | $47.9M | 0.14% | −132,310−27.8% | Reduced |
| Charles Schwab Investment Management Inc | 344,391 | $47.9M | 0.01% | +2,676+0.8% | Added |
| StonePine Asset Management Inc. | 363,225 | $50.5M | 0.49% | −156,550−30.1% | Reduced |
| Northern Trust Corp | 381,664 | $53.1M | 0.01% | +2,504+0.7% | Added |
| Boston Partners | 427,091 | $59.4M | 0.07% | −2,848−0.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 449,044 | $62.5M | 0.80% | −8,258−1.8% | Reduced |
| Rivulet Capital, LLC | 453,850 | $63.1M | 4.66% | +233,850+106.3% | Added |
| Epoch Investment Partners, Inc. | 490,052 | $68.2M | 0.31% | +7,663+1.6% | Added |
| Bank of New York Mellon Corp | 498,288 | $69.3M | 0.01% | −14,113−2.8% | Reduced |
| SEI Investments Co | 631,064 | $87.8M | 0.11% | +554,719+726.6% | Added |
| Principal Financial Group Inc | 709,910 | $98.8M | 0.05% | −3,708−0.5% | Reduced |
| Bank of Montreal | 835,673 | $118.4M | 0.06% | +160,148+23.7% | Added |
| Morgan Stanley | 888,585 | $123.6M | 0.01% | −126,656−12.5% | Reduced |
| Geode Capital Management, LLC | 936,596 | $130.3M | 0.01% | +8,926+1.0% | Added |
| Alliancebernstein L.P. | 961,612 | $133.8M | 0.04% | −2,511−0.3% | Reduced |
| Dimensional Fund Advisors LP | 1,096,962 | $152.6M | 0.04% | +193,616+21.4% | Added |
| Ariel Investments, LLC | 1,126,148 | $156.7M | 1.60% | +616,021+120.8% | Added |
| Pacer Advisors, Inc. | 1,138,999 | $158.5M | 0.34% | +171,634+17.7% | Added |
| Earnest Partners LLC | 1,264,523 | $175.9M | 0.77% | +1,264,523 | New |
| State Street Corp | 1,567,931 | $218.1M | 0.01% | +13,813+0.9% | Added |
| Turtle Creek Asset Management Inc. | 1,813,083 | $252.3M | 6.05% | +51,188+2.9% | Added |
| Price T Rowe Associates Inc | 1,860,104 | $258.8M | 0.03% | +413,042+28.5% | Added |
| Bank of America Corp | 2,178,932 | $303.2M | 0.03% | +871,121+66.6% | Added |
| JPMorgan Chase & Co | 2,276,425 | $316.7M | 0.03% | −510,051−18.3% | Reduced |
| Victory Capital Management Inc | 2,903,182 | $403.9M | 0.39% | +43,127+1.5% | Added |
| Wellington Management Group LLP | 4,208,191 | $585.5M | 0.10% | −101,523−2.4% | Reduced |
| BlackRock, Inc. | 4,504,150 | $626.7M | 0.01% | +4,504,150 | New |
| Vanguard Group Inc | 5,239,164 | $728.9M | 0.01% | +89,338+1.7% | Added |
| Select Equity Group, L.P. | 6,561,001 | $912.8M | 3.33% | +200,713+3.2% | Added |
| EdgePoint Investment Group Inc. | 0 | $0 | 0.00% | −1,950,207−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −893,261−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −106,697−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −96,482−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −54,280−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −47,316−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −44,866−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −33,227−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −24,908−100.0% | Sold out |
| Cardinal Capital Management LLC | 0 | $0 | 0.00% | −20,578−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −7,406−100.0% | Sold out |