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 |
|---|---|---|---|---|---|
| Southeast Asset Advisors Inc. | 38,231 | $5.18M | 0.64% | −4,346−10.2% | Reduced |
| DLD Asset Management, LP | 39,705 | $5.38M | 0.92% | −7,755−16.3% | Reduced |
| State Board of Administration of Florida Retirement System | 39,746 | $5.38M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 44,157 | $5.98M | 0.01% | −818−1.8% | Reduced |
| Freestone Grove Partners LP | 46,944 | $6.36M | 0.08% | +46,944 | New |
| Susquehanna International Group, LLP | 47,189 | $6.39M | 0.01% | +41,733+764.9% | Added |
| Heartland Advisors Inc | 49,470 | $6.70M | 0.36% | −760−1.5% | Reduced |
| Gabelli Funds LLC | 50,000 | $6.77M | 0.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 50,273 | $6.81M | 0.01% | −857−1.7% | Reduced |
| State of Wisconsin Investment Board | 51,538 | $6.98M | 0.02% | +3,527+7.3% | Added |
| Advantage Alpha Capital Partners LP | 52,540 | $7.12M | 1.68% | +6,780+14.8% | Added |
| Franklin Resources Inc | 52,794 | $7.15M | 0.00% | −117−0.2% | Reduced |
| New York State Teachers Retirement System | 53,018 | $7.18M | 0.02% | −200−0.4% | Reduced |
| Addenda Capital Inc. | 54,773 | $7.42M | 0.26% | −266−0.5% | Reduced |
| Holocene Advisors, LP | 56,277 | $7.62M | 0.02% | +23,394+71.1% | Added |
| Trillium Asset Management, LLC | 56,746 | $7.69M | 0.20% | −2,707−4.6% | Reduced |
| Burney Co | 58,147 | $7.88M | 0.28% | −4,257−6.8% | Reduced |
| Macquarie Group Ltd | 59,576 | $8.07M | 0.01% | +4,462+8.1% | Added |
| FMR LLC | 59,612 | $8.07M | 0.00% | +506+0.9% | Added |
| Corebridge Financial, Inc. | 60,865 | $8.24M | 0.04% | −2,717−4.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 63,075 | $8.54M | 1.79% | +12,905+25.7% | Added |
| Retirement Systems of Alabama | 65,407 | $8.86M | 0.03% | +90+0.1% | Added |
| Leith Wheeler Investment Counsel Ltd. | 65,972 | $8.94M | 0.65% | +18,912+40.2% | Added |
| S&CO Inc | 66,825 | $9.05M | 0.61% | 00.0% | Unchanged |
| Jane Street Group, LLC | 68,066 | $9.22M | 0.01% | −151,926−69.1% | Reduced |
| The PNC Financial Services Group, Inc. | 70,954 | $9.61M | 0.01% | +290.0% | Added |
| Olstein Capital Management, L.P. | 71,000 | $9.62M | 1.69% | +2,500+3.6% | Added |
| AQR Capital Management LLC | 72,048 | $9.76M | 0.01% | +12,929+21.9% | Added |
| Vulcan Value Partners, LLC | 82,179 | $11.1M | 0.19% | +82,179 | New |
| Legal & General Group Plc | 83,299 | $11.3M | 0.00% | +1,017+1.2% | Added |
| Raymond James Financial Inc | 83,516 | $11.3M | 0.00% | +83,516 | New |
| Invesco Ltd. | 86,468 | $11.7M | 0.00% | +3,550+4.3% | Added |
| D. E. Shaw & Co., Inc. | 88,498 | $12.0M | 0.01% | −2,179−2.4% | Reduced |
| Natixis Advisors, L.P. | 88,941 | $12.0M | 0.02% | +10,396+13.2% | Added |
| Citadel Advisors LLC | 89,255 | $12.1M | 0.01% | +53,265+148.0% | Added |
| California Public Employees Retirement System | 93,629 | $12.7M | 0.01% | −6,131−6.1% | Reduced |
| Squarepoint Ops LLC | 100,192 | $13.6M | 0.03% | −21,882−17.9% | Reduced |
| Envestnet Asset Management Inc | 103,966 | $14.1M | 0.00% | −10,696−9.3% | Reduced |
| Swiss National Bank | 105,800 | $14.3M | 0.01% | +800+0.8% | Added |
| Wells Fargo & Company | 116,988 | $15.8M | 0.00% | −6,856−5.5% | Reduced |
| Principal Financial Group Inc | 123,359 | $16.7M | 0.01% | −586,551−82.6% | Reduced |
| National Bank of Canada | 127,747 | $17.3M | 0.02% | +93,793+276.2% | Added |
| Royal Bank of Canada | 132,609 | $18.0M | 0.00% | −11,681−8.1% | Reduced |
| First Trust Advisors LP | 141,377 | $19.1M | 0.02% | −36,461−20.5% | Reduced |
| Barclays PLC | 146,134 | $19.8M | 0.01% | +37,705+34.8% | Added |
| Rhumbline Advisers | 147,109 | $19.9M | 0.02% | +3,212+2.2% | Added |
| UBS Asset Management Americas Inc | 147,213 | $19.9M | 0.00% | +20,731+16.4% | Added |
| Norges Bank | 149,053 | $20.2M | 0.00% | +8,883+6.3% | Added |
| Impax Asset Management Group plc | 170,289 | $23.1M | 0.10% | −4,060−2.3% | Reduced |
| Lazard Asset Management LLC | 170,968 | $23.2M | 0.03% | −5,480−3.1% | Reduced |
| American Century Companies Inc | 171,377 | $23.2M | 0.01% | −85,259−33.2% | Reduced |
| Goldman Sachs Group Inc | 172,338 | $23.3M | 0.00% | +104,910+155.6% | Added |
| New York State Common Retirement Fund | 182,800 | $24.8M | 0.03% | −3,085−1.7% | Reduced |
| TD Asset Management Inc | 193,735 | $26.2M | 0.02% | +9,622+5.2% | Added |
| Thompson Siegel & Walmsley LLC | 198,818 | $26.9M | 0.42% | +198,818 | New |
| Dixon Mitchell Investment Counsel Inc. | 221,956 | $30.1M | 1.39% | −3,254−1.4% | Reduced |
| Deutsche Bank AG | 251,618 | $34.1M | 0.01% | −4,048−1.6% | Reduced |
| Nuveen Asset Management, LLC | 262,884 | $35.6M | 0.01% | −1,576−0.6% | Reduced |
| Aviso Financial Inc. | 317,036 | $42.9M | 2.17% | +9,180+3.0% | Added |
| Oldfield Partners LLP | 325,093 | $44.0M | 12.77% | −7,380−2.2% | Reduced |
| Wolf Hill Capital Management, LP | 331,132 | $44.9M | 3.62% | +146,945+79.8% | Added |
| Charles Schwab Investment Management Inc | 348,223 | $47.2M | 0.01% | +3,832+1.1% | Added |
| Ameriprise Financial Inc | 366,293 | $49.6M | 0.01% | +257,669+237.2% | Added |
| Amundi | 371,854 | $50.0M | 0.02% | +112,855+43.6% | Added |
| Boston Partners | 421,671 | $57.1M | 0.07% | −5,420−1.3% | Reduced |
| Epoch Investment Partners, Inc. | 436,727 | $59.2M | 0.29% | −53,325−10.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 473,881 | $64.2M | 0.86% | +24,837+5.5% | Added |
| Northern Trust Corp | 492,265 | $66.7M | 0.01% | +110,601+29.0% | Added |
| Bank of New York Mellon Corp | 547,823 | $74.2M | 0.01% | +49,535+9.9% | Added |
| Rivulet Capital, LLC | 635,000 | $86.0M | 8.90% | +181,150+39.9% | Added |
| SEI Investments Co | 654,641 | $88.7M | 0.11% | +23,577+3.7% | Added |
| Clarkston Capital Partners, LLC | 678,250 | $91.9M | 1.76% | +678,250 | New |
| UBS Group AG | 699,780 | $94.8M | 0.02% | +648,125+1,254.7% | Added |
| Garden Investment Management, L.P. | 752,737 | $102.0M | 100.00% | +752,737 | New |
| Bank of Montreal | 846,679 | $114.7M | 0.06% | +11,006+1.3% | Added |
| Geode Capital Management, LLC | 935,393 | $126.7M | 0.01% | −1,203−0.1% | Reduced |
| Alliancebernstein L.P. | 985,090 | $133.4M | 0.05% | +23,478+2.4% | Added |
| Pacer Advisors, Inc. | 1,080,155 | $146.3M | 0.32% | −58,844−5.2% | Reduced |
| Ariel Investments, LLC | 1,198,179 | $162.3M | 1.73% | +72,031+6.4% | Added |
| Dimensional Fund Advisors LP | 1,247,671 | $169.0M | 0.04% | +150,709+13.7% | Added |
| Assenagon Asset Management S.A. | 1,266,327 | $171.5M | 0.31% | +1,238,767+4,494.8% | Added |
| Earnest Partners LLC | 1,311,966 | $177.7M | 0.79% | +47,443+3.8% | Added |
| JPMorgan Chase & Co | 1,455,373 | $197.1M | 0.02% | −821,052−36.1% | Reduced |
| State Street Corp | 1,634,532 | $221.4M | 0.01% | +66,601+4.2% | Added |
| Turtle Creek Asset Management Inc. | 1,866,359 | $252.8M | 6.57% | +53,276+2.9% | Added |
| Price T Rowe Associates Inc | 1,895,553 | $256.8M | 0.03% | +35,449+1.9% | Added |
| Bank of America Corp | 2,261,206 | $306.3M | 0.03% | +82,274+3.8% | Added |
| Morgan Stanley | 2,373,725 | $321.5M | 0.02% | +1,485,140+167.1% | Added |
| Victory Capital Management Inc | 2,803,279 | $379.7M | 0.37% | −99,903−3.4% | Reduced |
| Wellington Management Group LLP | 3,997,632 | $541.5M | 0.10% | −210,559−5.0% | Reduced |
| BlackRock, Inc. | 4,696,784 | $636.2M | 0.01% | +192,634+4.3% | Added |
| Vanguard Group Inc | 5,260,935 | $712.6M | 0.01% | +21,771+0.4% | Added |
| Select Equity Group, L.P. | 6,289,468 | $851.9M | 3.47% | −271,533−4.1% | Reduced |
| Woodline Partners LP | 0 | $0 | 0.00% | −71,511−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −63,953−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −61,246−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −57,206−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −32,242−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −27,444−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −25,350−100.0% | Sold out |