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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 5,585 | $777.0K | 0.02% | +2,055+58.2% | Added |
| Natixis | 5,475 | $761.7K | 0.00% | +5,475 | New |
| Engineers Gate Manager LP | 5,474 | $761.6K | 0.01% | +5,474 | New |
| Susquehanna International Group, LLP | 5,456 | $759.1K | 0.00% | −3,977−42.2% | Reduced |
| TD Private Client Wealth LLC | 5,312 | $739.1K | 0.02% | −170−3.1% | Reduced |
| Prudential Financial Inc | 5,252 | $730.7K | 0.00% | +822+18.6% | Added |
| LPL Financial LLC | 5,251 | $730.6K | 0.00% | +84+1.6% | Added |
| Quantinno Capital Management LP | 5,107 | $710.5K | 0.01% | +1,428+38.8% | Added |
| Ridgewood Investments LLC | 5,105 | $710.3K | 0.36% | −10.0% | Reduced |
| JustInvest LLC | 4,843 | $673.8K | 0.01% | +923+23.5% | Added |
| Gamco Investors, Inc. Et Al | 4,800 | $667.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,768 | $663.4K | 0.04% | +13+0.3% | Added |
| Neuberger Berman Group LLC | 4,766 | $663.1K | 0.00% | −562−10.5% | Reduced |
| Aquatic Capital Management LLC | 4,600 | $640.0K | 0.02% | −9,100−66.4% | Reduced |
| Virtu Financial LLC | 4,594 | $639.0K | 0.04% | +4,594 | New |
| Millennium Management LLC | 4,465 | $621.2K | 0.00% | −143,162−97.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,410 | $613.6K | 0.02% | +1,542+53.8% | Added |
| Intech Investment Management LLC | 4,301 | $598.4K | 0.01% | −2,770−39.2% | Reduced |
| Blair William & Co | 4,235 | $589.1K | 0.00% | −251−5.6% | Reduced |
| Hills Bank & Trust Co | 4,192 | $583.2K | 0.04% | −100−2.3% | Reduced |
| Securian Asset Management, Inc | 4,181 | $581.7K | 0.02% | −107−2.5% | Reduced |
| Guggenheim Capital LLC | 4,149 | $577.3K | 0.00% | +1,470+54.9% | Added |
| Vestcor Inc | 4,032 | $561.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 3,726 | $518.4K | 0.00% | −62−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,725 | $518.0K | 0.01% | +554+17.5% | Added |
| Keel Point, LLC | 3,655 | $508.5K | 0.04% | +39+1.1% | Added |
| Mountain Pacific Investment Advisers Inc | 3,650 | $507.8K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 3,645 | $507.1K | 0.00% | −12−0.3% | Reduced |
| Ellevest, Inc. | 3,572 | $497.0K | 0.03% | −265−6.9% | Reduced |
| Studio Investment Management LLC | 3,531 | $491.3K | 0.10% | +175+5.2% | Added |
| SG Americas Securities, LLC | 3,475 | $483.0K | 0.00% | −7,504−68.3% | Reduced |
| Scientech Research LLC | 3,388 | $471.4K | 0.09% | +3,388 | New |
| Envestnet Portfolio Solutions, Inc. | 3,377 | $469.8K | 0.00% | +1,542+84.0% | Added |
| Yorktown Management & Research Co Inc | 3,300 | $459.1K | 0.47% | +3,300 | New |
| Cetera Investment Advisers | 3,136 | $436.3K | 0.00% | −270−7.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,047 | $423.9K | 0.09% | +3,047 | New |
| Maryland State Retirement & Pension System | 3,046 | $423.8K | 0.01% | −1,177−27.9% | Reduced |
| DF Dent & Co Inc | 3,031 | $421.7K | 0.01% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 3,002 | $417.7K | 0.00% | −40−1.3% | Reduced |
| Arbor Capital Management Inc | 3,000 | $415.4K | 0.39% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,978 | $414.3K | 0.00% | +26+0.9% | Added |
| RMR Wealth Builders | 2,867 | $398.9K | 0.04% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,795 | $388.9K | 0.04% | −1,243−30.8% | Reduced |
| Versor Investments LP | 2,500 | $347.8K | 0.06% | +2,500 | New |
| Merit Financial Group, LLC | 2,459 | $342.1K | 0.01% | −2,590−51.3% | Reduced |
| ProShare Advisors LLC | 2,344 | $326.1K | 0.00% | −191−7.5% | Reduced |
| Verdence Capital Advisors LLC | 2,278 | $316.9K | 0.03% | +88+4.0% | Added |
| Landscape Capital Management, L.L.C. | 2,197 | $305.7K | 0.03% | +2,197 | New |
| Avantax Advisory Services, Inc. | 2,123 | $295.4K | 0.00% | +192+9.9% | Added |
| Shelton Capital Management | 2,110 | $293.6K | 0.01% | −74−3.4% | Reduced |
| Headlands Technologies LLC | 2,092 | $291.1K | 0.03% | −2,886−58.0% | Reduced |
| Sterling Capital Management LLC | 2,030 | $282.4K | 0.00% | +2,030 | New |
| Shell Asset Management Co | 1,996 | $278.0K | 0.01% | +1,996 | New |
| Cornercap Investment Counsel Inc | 1,964 | $273.3K | 0.08% | −2,114−51.8% | Reduced |
| Colony Group, LLC | 1,950 | $271.3K | 0.00% | +1,950 | New |
| Greenleaf Trust | 1,936 | $269.4K | 0.00% | +145+8.1% | Added |
| Assetmark, Inc | 1,868 | $259.9K | 0.00% | +93+5.2% | Added |
| Stifel Financial Corp | 1,856 | $258.2K | 0.00% | −81−4.2% | Reduced |
| Entropy Technologies, LP | 1,800 | $250.4K | 0.03% | +1,800 | New |
| Ronald Blue Trust, Inc. | 1,998 | $245.0K | 0.00% | −24−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 1,730 | $241.0K | 0.00% | −25−1.4% | Reduced |
| Stephens Inc | 1,722 | $239.6K | 0.00% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,707 | $237.5K | 0.07% | +1,707 | New |
| Snowden Capital Advisors LLC | 1,641 | $228.3K | 0.01% | +1,641 | New |
| Ballentine Partners, LLC | 1,629 | $226.6K | 0.00% | −12−0.7% | Reduced |
| Poehling Capital Management, LLC | 1,603 | $223.0K | 0.06% | +1,603 | New |
| MML Investors Services, LLC | 1,606 | $223.0K | 0.00% | +1,606 | New |
| CIBC Asset Management Inc | 1,570 | $218.4K | 0.00% | +1,570 | New |
| Nisa Investment Advisors, LLC | 1,565 | $217.7K | 0.00% | −4,802−75.4% | Reduced |
| Bank of Nova Scotia Trust Co | 1,558 | $216.8K | 0.02% | −115−6.9% | Reduced |
| Claret Asset Management Corp | 1,554 | $216.0K | 0.04% | +1,554 | New |
| PFG Investments, LLC | 1,531 | $213.0K | 0.01% | +1,531 | New |
| CAPROCK Group, Inc. | 1,518 | $211.2K | 0.01% | +1,518 | New |
| Schonfeld Strategic Advisors LLC | 1,509 | $209.9K | 0.00% | −13,881−90.2% | Reduced |
| Naples Global Advisors, LLC | 1,500 | $208.7K | 0.02% | +1,500 | New |
| O'Shaughnessy Asset Management, LLC | 1,489 | $205.2K | 0.00% | +1,489 | New |
| Beacon Investment Advisory Services, Inc. | 1,463 | $203.5K | 0.01% | +1,463 | New |
| Profund Advisors LLC | 1,456 | $202.6K | 0.01% | +1,456 | New |
| MidWestOne Financial Group, Inc. | 1,439 | $200.2K | 0.03% | +1,439 | New |
| Proequities, Inc. | 1,363 | $189.6K | 0.01% | +1,114+447.4% | Added |
| Mendota Financial Group, LLC | 1,287 | $179.1K | 0.09% | +137+11.9% | Added |
| Danske Bank A/S | 1,000 | $139.1K | 0.00% | −3,127−75.8% | Reduced |
| Vestor Capital, LLC | 1,000 | $139.0K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 937 | $130.4K | 0.04% | +937 | New |
| Advisor Group Holdings, Inc. | 826 | $114.9K | 0.00% | +359+76.9% | Added |
| International Assets Investment Management, LLC | 15,026 | $108.0K | 0.00% | +14,918+13,813.0% | Added |
| Eukles Asset Management | 764 | $106.3K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 750 | $104.3K | 0.01% | +750 | New |
| Hilltop National Bank | 748 | $104.1K | 0.03% | +748 | New |
| State of Wyoming | 668 | $92.9K | 0.01% | −181−21.3% | Reduced |
| Arcadia Investment Management Corp | 650 | $90.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 641 | $89.2K | 0.01% | +13+2.1% | Added |
| Neo Ivy Capital Management | 638 | $88.0K | 0.03% | +638 | New |
| CWM, LLC | 605 | $84.0K | 0.00% | +46+8.2% | Added |
| CIBC Private Wealth Group, LLC | 598 | $83.2K | 0.00% | +229+62.1% | Added |
| Quadrant Capital Group LLC | 562 | $78.2K | 0.01% | −58−9.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 561 | $78.1K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 543 | $75.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 505 | $71.6K | 0.00% | +505 | New |
| GAMMA Investing LLC | 489 | $68.0K | 0.01% | +234+91.8% | Added |