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, Q4 2024
Institutional positions in MIDDLEBY Corp as of Dec 31, 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
- 393
- +12 vs. Q3 2024
- Shares held
- 58.8M
- +3.54M (+6.4%) vs. Q3 2024
- Total value
- $7.96B
- +$276.9M (+3.6%) vs. Q3 2024
- New holders
- 59
- 120 more added
- Sold out
- 47
- 143 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $135 | 0.00% | −98−99.0% | Reduced |
| Rothschild Investment LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $135 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $271 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $406 | 0.00% | +3 | New |
| Sachetta, LLC | 4 | $542 | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 6 | $813 | 0.00% | +6 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 9 | $1.22K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $1.35K | 0.00% | −2−16.7% | Reduced |
| Leonteq Securities AG | 11 | $1.49K | 0.00% | −33−75.0% | Reduced |
| Pinnacle Bancorp, Inc. | 12 | $1.63K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.63K | 0.00% | +3+33.3% | Added |
| Global Retirement Partners, LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 15 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 16 | $2.15K | 0.00% | +16 | New |
| Zions Bancorporation, N.A. | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 16 | $2.17K | 0.00% | +16 | New |
| Manchester Capital Management LLC | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 18 | $2.44K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $2.44K | 0.00% | +18 | New |
| MAI Capital Management | 18 | $2.44K | 0.00% | +18 | New |
| LGT Financial Advisors LLC | 22 | $2.98K | 0.01% | −155−87.6% | Reduced |
| Farmers & Merchants Investments Inc | 22 | $2.98K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 24 | $3.23K | 0.00% | +24 | New |
| Farther Finance Advisors, LLC | 25 | $3.39K | 0.00% | −3−10.7% | Reduced |
| Huntington National Bank | 27 | $3.66K | 0.00% | +12+80.0% | Added |
| Versant Capital Management, Inc | 30 | $4.06K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $4.06K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $4.20K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 31 | $4.20K | 0.00% | +31 | New |
| Whittier Trust Co of Nevada Inc | 34 | $4.61K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 34 | $4.61K | 0.00% | +22+183.3% | Added |
| JFS Wealth Advisors, LLC | 36 | $4.88K | 0.00% | +6+20.0% | Added |
| Hemington Wealth Management | 42 | $5.00K | 0.00% | +15+55.6% | Added |
| Washington Trust Co | 37 | $5.01K | 0.00% | −2−5.1% | Reduced |
| Assetmark, Inc | 40 | $5.42K | 0.00% | −1,828−97.9% | Reduced |
| Future Financial Wealth Managment LLC | 50 | $6.77K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 51 | $6.91K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 53 | $7.18K | 0.00% | −96−64.4% | Reduced |
| Lindbrook Capital, LLC | 62 | $8.40K | 0.00% | −38−38.0% | Reduced |
| Clearstead Advisors, LLC | 66 | $8.94K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 69 | $9.35K | 0.00% | −113−62.1% | Reduced |
| Investors Research Corp | 70 | $9.48K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $9.89K | 0.00% | +11+17.7% | Added |
| Steward Partners Investment Advisory, LLC | 77 | $10.4K | 0.00% | −12−13.5% | Reduced |
| TCTC Holdings, LLC | 78 | $10.6K | 0.00% | +78 | New |
| Meeder Asset Management Inc | 84 | $11.4K | 0.00% | +84 | New |
| Cullen/Frost Bankers, Inc. | 85 | $11.5K | 0.00% | +85 | New |
| PFS Partners, LLC | 85 | $11.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 85 | $11.5K | 0.00% | +26+44.1% | Added |
| Sound Income Strategies, LLC | 87 | $11.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 87 | $11.8K | 0.00% | +87 | New |
| Princeton Global Asset Management LLC | 89 | $12.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 90 | $12.2K | 0.00% | −9−9.1% | Reduced |
| Trust Co | 90 | $12.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 93 | $12.6K | 0.00% | +28+43.1% | Added |
| Mather Group, LLC. | 93 | $12.6K | 0.00% | +93 | New |
| Sugarloaf Wealth Management, LLC | 96 | $13.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $13.5K | 0.00% | −900−90.0% | Reduced |
| Bangor Savings Bank | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $14.9K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 120 | $16.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $16.3K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 135 | $18.3K | 0.00% | −173−56.2% | Reduced |
| Allworth Financial LP | 132 | $19.0K | 0.00% | −2−1.5% | Reduced |
| Rise Advisors, LLC | 153 | $20.7K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 156 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 162 | $21.9K | 0.00% | +20+14.1% | Added |
| Plante Moran Financial Advisors, LLC | 165 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $22.6K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 177 | $24.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 181 | $24.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 191 | $25.9K | 0.00% | +145+315.2% | Added |
| Clean Yield Group | 200 | $27.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 208 | $28.0K | 0.02% | −44−17.5% | Reduced |
| CNB Bank | 222 | $30.1K | 0.01% | −61−21.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 227 | $30.7K | 0.00% | +22+10.7% | Added |
| Ci Investments Inc. | 251 | $34.0K | 0.00% | +84+50.3% | Added |
| First Horizon Advisors, Inc. | 253 | $34.3K | 0.00% | −72−22.2% | Reduced |
| CIBC Private Wealth Group, LLC | 308 | $41.4K | 0.00% | −290−48.5% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $43.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 323 | $43.8K | 0.00% | +1+0.3% | Added |
| Signaturefd, LLC | 329 | $44.6K | 0.00% | +35+11.9% | Added |
| Walleye Capital LLC | 331 | $44.8K | 0.00% | −14,394−97.8% | Reduced |
| Quent Capital, LLC | 360 | $48.8K | 0.01% | −7,132−95.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 373 | $50.9K | 0.00% | −132−26.1% | Reduced |
| Umb Bank N A | 398 | $53.9K | 0.00% | +116+41.1% | Added |
| State of Wyoming | 458 | $62.0K | 0.01% | −210−31.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 524 | $71.0K | 0.03% | +524 | New |
| Quadrant Capital Group LLC | 539 | $73.0K | 0.01% | −23−4.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 564 | $76.4K | 0.02% | +3+0.5% | Added |
| Principal Securities, Inc. | 566 | $76.7K | 0.00% | +78+16.0% | Added |
| Coppell Advisory Solutions LLC | 606 | $82.2K | 0.01% | +417+220.6% | Added |
| GAMMA Investing LLC | 622 | $84.3K | 0.01% | +133+27.2% | Added |