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, Q1 2025
Institutional positions in MIDDLEBY Corp as of Mar 31, 2025. 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
- 411
- +23 vs. Q4 2024
- Shares held
- 56.8M
- −1.67M (−2.9%) vs. Q4 2024
- Total value
- $8.63B
- +$707.8M (+8.9%) vs. Q4 2024
- New holders
- 71
- 137 more added
- Sold out
- 48
- 131 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding MIDDLEBY Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 360 | $54.7K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 372 | $56.5K | 0.02% | −339−47.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 407 | $62.2K | 0.00% | +34+9.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 432 | $65.7K | 0.00% | +205+90.3% | Added |
| Principal Securities, Inc. | 566 | $76.7K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 560 | $85.1K | 0.01% | −190−25.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 564 | $85.7K | 0.04% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 605 | $95.1K | 0.07% | −8,179−93.1% | Reduced |
| Umb Bank N A | 638 | $97.0K | 0.00% | +240+60.3% | Added |
| Parkside Financial Bank & Trust | 701 | $106.5K | 0.01% | +36+5.4% | Added |
| Crewe Advisors LLC | 710 | $107.9K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 787 | $119.6K | 0.00% | +787 | New |
| CWM, LLC | 866 | $132.0K | 0.00% | −86−9.0% | Reduced |
| GAMMA Investing LLC | 901 | $136.9K | 0.01% | +279+44.9% | Added |
| Skopos Labs, Inc. | 941 | $143.0K | 0.03% | +41+4.6% | Added |
| Vestor Capital, LLC | 1,000 | $152.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,040 | $158.1K | 0.12% | +1,040 | New |
| Jones Financial Companies LLLP | 1,068 | $163.1K | 0.00% | +306+40.2% | Added |
| Applied Finance Capital Management, LLC | 1,336 | $203.0K | 0.01% | +1,336 | New |
| Schmidt P J Investment Management Inc | 1,336 | $203.1K | 0.04% | +1,336 | New |
| Nisa Investment Advisors, LLC | 1,365 | $207.5K | 0.00% | −200−12.8% | Reduced |
| Quest Partners LLC | 1,414 | $214.9K | 0.02% | +756+114.9% | Added |
| Brinker Capital Investments, LLC | 1,447 | $219.9K | 0.00% | −58−3.9% | Reduced |
| Orion Portfolio Solutions, LLC | 1,447 | $219.9K | 0.00% | −58−3.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,463 | $222.3K | 0.01% | +1,463 | New |
| Everence Capital Management Inc | 1,480 | $225.0K | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,500 | $228.0K | 0.02% | 00.0% | Unchanged |
| Jain Global LLC | 1,506 | $228.9K | 0.00% | +1,506 | New |
| Snowden Capital Advisors LLC | 1,524 | $231.6K | 0.01% | +1,524 | New |
| 111 Capital | 1,525 | $231.8K | 0.04% | +1,525 | New |
| Claret Asset Management Corp | 1,566 | $238.0K | 0.03% | +1+0.1% | Added |
| Ballentine Partners, LLC | 1,567 | $238.2K | 0.00% | +3+0.2% | Added |
| Burgundy Asset Management Ltd. | 1,604 | $243.8K | 0.00% | +77+5.0% | Added |
| GTS Securities LLC | 1,622 | $246.5K | 0.01% | +1,622 | New |
| TD Waterhouse Canada Inc. | 1,638 | $250.2K | 0.00% | +164+11.1% | Added |
| First Citizens Bank & Trust Co | 1,680 | $255.3K | 0.01% | +63+3.9% | Added |
| CIBC Asset Management Inc | 1,686 | $256.2K | 0.00% | +35+2.1% | Added |
| Net Worth Advisory Group | 1,739 | $264.2K | 0.08% | +34+2.0% | Added |
| Stifel Financial Corp | 1,771 | $269.2K | 0.00% | −72−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 1,806 | $274.0K | 0.00% | +85+4.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,801 | $275.6K | 0.00% | +1,801 | New |
| Fieldview Capital Management, LLC | 1,878 | $285.4K | 0.04% | +1,878 | New |
| Man Group plc | 1,883 | $286.2K | 0.00% | −2,867−60.4% | Reduced |
| Bayforest Capital Ltd | 1,888 | $286.9K | 0.12% | +1,221+183.1% | Added |
| Shell Asset Management Co | 1,914 | $291.0K | 0.01% | −82−4.1% | Reduced |
| Shelton Capital Management | 1,931 | $293.5K | 0.01% | −179−8.5% | Reduced |
| Greenleaf Trust | 1,960 | $297.9K | 0.00% | +1+0.1% | Added |
| Postrock Partners LLC | 1,995 | $303.2K | 0.15% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,036 | $309.4K | 0.01% | +2,036 | New |
| KBC Group NV | 2,079 | $316.0K | 0.00% | −4,831−69.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,108 | $320.4K | 0.00% | −1,364−39.3% | Reduced |
| Colony Group, LLC | 2,228 | $338.6K | 0.00% | −223−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,272 | $345.3K | 0.01% | −131−5.5% | Reduced |
| ProShare Advisors LLC | 2,293 | $348.5K | 0.00% | −224−8.9% | Reduced |
| MML Investors Services, LLC | 2,350 | $357.0K | 0.00% | +301+14.7% | Added |
| Mercer Global Advisors Inc | 2,378 | $361.4K | 0.00% | +856+56.2% | Added |
| Integrity Alliance, LLC. | 2,400 | $364.8K | 0.01% | +2,400 | New |
| M&T Bank Corp | 2,419 | $367.3K | 0.00% | −774−24.2% | Reduced |
| Brown Brothers Harriman & Co | 2,443 | $371.3K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,488 | $378.1K | 0.01% | −558−18.3% | Reduced |
| Teton Advisors, Inc. | 2,500 | $379.9K | 0.24% | −5,520−68.8% | Reduced |
| Forum Financial Management, LP | 2,523 | $383.4K | 0.01% | −44−1.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,527 | $385.0K | 0.00% | −326−11.4% | Reduced |
| Canada Pension Plan Investment Board | 2,600 | $395.1K | 0.00% | −500−16.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,615 | $397.4K | 0.08% | −4−0.2% | Reduced |
| Tudor Investment Corp Et Al | 2,661 | $404.4K | 0.00% | +2,661 | New |
| Blair William & Co | 2,677 | $406.9K | 0.00% | −1,721−39.1% | Reduced |
| Teza Capital Management LLC | 2,693 | $409.3K | 0.19% | −13,022−82.9% | Reduced |
| US Bancorp | 2,770 | $421.0K | 0.00% | +55+2.0% | Added |
| Petrus Trust Company, LTA | 2,795 | $424.8K | 0.04% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,850 | $433.1K | 0.00% | −2,115−42.6% | Reduced |
| RMR Wealth Builders | 2,867 | $435.7K | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,892 | $439.5K | 0.01% | +2,892 | New |
| DF Dent & Co Inc | 3,031 | $460.7K | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 3,128 | $475.4K | 0.00% | −724−18.8% | Reduced |
| FORA Capital, LLC | 3,131 | $475.8K | 0.05% | +3,131 | New |
| Two Sigma Securities, LLC | 3,160 | $480.3K | 0.07% | +3,160 | New |
| Studio Investment Management LLC | 3,170 | $481.8K | 0.10% | −360−10.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,192 | $485.1K | 0.01% | −24−0.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 3,205 | $487.1K | 0.04% | −45−1.4% | Reduced |
| Ellevest, Inc. | 3,276 | $497.9K | 0.03% | −26−0.8% | Reduced |
| Yorktown Management & Research Co Inc | 3,300 | $501.5K | 0.55% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,566 | $542.0K | 0.00% | +101+2.9% | Added |
| United Services Automobile Association | 3,560 | $543.8K | 0.02% | +3,560 | New |
| Commerce Bank | 3,633 | $552.1K | 0.00% | −10−0.3% | Reduced |
| Ritholtz Wealth Management | 3,643 | $553.7K | 0.02% | +3,643 | New |
| Keel Point, LLC | 3,660 | $556.2K | 0.04% | +11+0.3% | Added |
| Bayesian Capital Management, LP | 3,793 | $576.5K | 0.10% | +3,793 | New |
| Headlands Technologies LLC | 3,893 | $591.7K | 0.07% | +3,893 | New |
| TCG Advisory Services, LLC | 4,000 | $607.9K | 0.02% | +4,000 | New |
| Vestcor Inc | 4,032 | $613.0K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 4,042 | $614.3K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,066 | $618.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 4,219 | $640.8K | 0.00% | −123,528−96.7% | Reduced |
| Prudential Financial Inc | 4,684 | $644.2K | 0.00% | +760+19.4% | Added |
| Quadrant Capital Group LLC | 4,302 | $653.8K | 0.02% | +3,763+698.1% | Added |
| SG Americas Securities, LLC | 4,458 | $678.0K | 0.00% | +3,018+209.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,564 | $693.6K | 0.00% | +415+10.0% | Added |
| JustInvest LLC | 4,574 | $695.2K | 0.01% | −172−3.6% | Reduced |
| Walleye Capital LLC | 4,742 | $720.7K | 0.01% | +4,411+1,332.6% | Added |