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 |
|---|---|---|---|---|---|
| Umb Bank N A | 398 | $53.9K | 0.00% | +116+41.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 373 | $50.9K | 0.00% | −132−26.1% | Reduced |
| Quent Capital, LLC | 360 | $48.8K | 0.01% | −7,132−95.2% | Reduced |
| Walleye Capital LLC | 331 | $44.8K | 0.00% | −14,394−97.8% | Reduced |
| Signaturefd, LLC | 329 | $44.6K | 0.00% | +35+11.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 323 | $43.8K | 0.00% | +1+0.3% | Added |
| Nomura Asset Management Co Ltd | 320 | $43.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 308 | $41.4K | 0.00% | −290−48.5% | Reduced |
| First Horizon Advisors, Inc. | 253 | $34.3K | 0.00% | −72−22.2% | Reduced |
| Ci Investments Inc. | 251 | $34.0K | 0.00% | +84+50.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 227 | $30.7K | 0.00% | +22+10.7% | Added |
| CNB Bank | 222 | $30.1K | 0.01% | −61−21.6% | Reduced |
| Covestor Ltd | 208 | $28.0K | 0.02% | −44−17.5% | Reduced |
| Clean Yield Group | 200 | $27.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 191 | $25.9K | 0.00% | +145+315.2% | Added |
| Caldwell Trust Co | 181 | $24.5K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 177 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 167 | $22.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $22.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 162 | $21.9K | 0.00% | +20+14.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 156 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 153 | $20.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 132 | $19.0K | 0.00% | −2−1.5% | Reduced |
| Elequin Capital LP | 135 | $18.3K | 0.00% | −173−56.2% | Reduced |
| 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 |
| Peregrine Capital Management LLC | 110 | $14.9K | 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 |
| Sugarloaf Wealth Management, LLC | 96 | $13.0K | 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 |
| Massmutual Trust Co FSB | 90 | $12.2K | 0.00% | −9−9.1% | Reduced |
| Trust Co | 90 | $12.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 89 | $12.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 87 | $11.8K | 0.00% | +87 | New |
| Sound Income Strategies, LLC | 87 | $11.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 85 | $11.5K | 0.00% | +26+44.1% | Added |
| PFS Partners, LLC | 85 | $11.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 85 | $11.5K | 0.00% | +85 | New |
| Meeder Asset Management Inc | 84 | $11.4K | 0.00% | +84 | New |
| TCTC Holdings, LLC | 78 | $10.6K | 0.00% | +78 | New |
| Steward Partners Investment Advisory, LLC | 77 | $10.4K | 0.00% | −12−13.5% | Reduced |
| EverSource Wealth Advisors, LLC | 73 | $9.89K | 0.00% | +11+17.7% | Added |
| Investors Research Corp | 70 | $9.48K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 69 | $9.35K | 0.00% | −113−62.1% | Reduced |
| Clearstead Advisors, LLC | 66 | $8.94K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 62 | $8.40K | 0.00% | −38−38.0% | Reduced |
| Wolff Wiese Magana LLC | 53 | $7.18K | 0.00% | −96−64.4% | Reduced |
| Whittier Trust Co | 51 | $6.91K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $6.77K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 40 | $5.42K | 0.00% | −1,828−97.9% | Reduced |
| Washington Trust Co | 37 | $5.01K | 0.00% | −2−5.1% | Reduced |
| Hemington Wealth Management | 42 | $5.00K | 0.00% | +15+55.6% | Added |
| JFS Wealth Advisors, LLC | 36 | $4.88K | 0.00% | +6+20.0% | Added |
| Venturi Wealth Management, LLC | 34 | $4.61K | 0.00% | +22+183.3% | Added |
| Whittier Trust Co of Nevada Inc | 34 | $4.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $4.20K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 31 | $4.20K | 0.00% | +31 | New |
| Versant Capital Management, Inc | 30 | $4.06K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 30 | $4.06K | 0.00% | +30 | New |
| Huntington National Bank | 27 | $3.66K | 0.00% | +12+80.0% | Added |
| Farther Finance Advisors, LLC | 25 | $3.39K | 0.00% | −3−10.7% | Reduced |
| Retirement Wealth Solutions LLC | 24 | $3.23K | 0.00% | +24 | 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 |
| MAI Capital Management | 18 | $2.44K | 0.00% | +18 | New |
| Continuum Advisory, LLC | 18 | $2.44K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $2.44K | 0.00% | +18 | New |
| Manchester Capital Management LLC | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 16 | $2.17K | 0.00% | +16 | New |
| Bokf, NA | 16 | $2.15K | 0.00% | +16 | New |
| Brown, Lisle/Cummings, Inc. | 15 | $2.03K | 0.00% | 00.0% | Unchanged |
| 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 |
| DiNuzzo Private Wealth, Inc. | 12 | $1.63K | 0.00% | +3+33.3% | Added |
| Pinnacle Bancorp, Inc. | 12 | $1.63K | 0.00% | +12 | New |
| Leonteq Securities AG | 11 | $1.49K | 0.00% | −33−75.0% | Reduced |
| SJS Investment Consulting Inc. | 10 | $1.35K | 0.00% | −2−16.7% | Reduced |
| HHM Wealth Advisors, LLC | 9 | $1.22K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 6 | $813 | 0.00% | +6 | New |
| Sachetta, LLC | 4 | $542 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $406 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 2 | $271 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $136 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |