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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 710 | $107.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 701 | $106.5K | 0.01% | +36+5.4% | Added |
| Umb Bank N A | 638 | $97.0K | 0.00% | +240+60.3% | Added |
| Lummis Asset Management, LP | 605 | $95.1K | 0.07% | −8,179−93.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 564 | $85.7K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 560 | $85.1K | 0.01% | −190−25.3% | Reduced |
| Principal Securities, Inc. | 566 | $76.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 432 | $65.7K | 0.00% | +205+90.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 407 | $62.2K | 0.00% | +34+9.1% | Added |
| Eukles Asset Management | 372 | $56.5K | 0.02% | −339−47.7% | Reduced |
| Quent Capital, LLC | 360 | $54.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 338 | $51.4K | 0.00% | +9+2.7% | Added |
| Nomura Asset Management Co Ltd | 320 | $48.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 298 | $45.3K | 0.00% | +45+17.8% | Added |
| Advisor Group Holdings, Inc. | 298 | $45.3K | 0.00% | −444−59.8% | Reduced |
| Versant Capital Management, Inc | 258 | $39.2K | 0.01% | +228+760.0% | Added |
| Arcadia Investment Management Corp | 250 | $38.0K | 0.01% | −400−61.5% | Reduced |
| SRS Capital Advisors, Inc. | 245 | $37.2K | 0.00% | +245 | New |
| Ci Investments Inc. | 235 | $36.0K | 0.00% | −16−6.4% | Reduced |
| Covestor Ltd | 209 | $32.0K | 0.02% | +1+0.5% | Added |
| Clean Yield Group | 200 | $30.4K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 226 | $28.3K | 0.00% | −82−26.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 177 | $26.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 172 | $26.1K | 0.00% | +10+6.2% | Added |
| TCTC Holdings, LLC | 169 | $25.7K | 0.00% | +91+116.7% | Added |
| Bartlett & Co. Wealth Management LLC | 167 | $25.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $25.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 164 | $24.9K | 0.00% | +102+164.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 156 | $23.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 156 | $23.7K | 0.00% | +156 | New |
| Optiver Holding B.V. | 153 | $23.3K | 0.00% | +84+121.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 140 | $21.3K | 0.00% | +139+13,900.0% | Added |
| NBC Securities, Inc. | 140 | $21.0K | 0.00% | +140 | New |
| Old Point Trust & Financial Services N A | 120 | $18.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 120 | $18.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 118 | $17.9K | 0.00% | +28+31.1% | Added |
| Rise Advisors, LLC | 117 | $17.8K | 0.01% | −36−23.5% | Reduced |
| Peregrine Capital Management LLC | 110 | $16.7K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 107 | $16.3K | 0.01% | +107 | New |
| Caldwell Trust Co | 106 | $16.1K | 0.00% | −75−41.4% | Reduced |
| Smartleaf Asset Management LLC | 103 | $15.7K | 0.00% | +18+21.2% | Added |
| Danske Bank A/S | 100 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $15.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 93 | $14.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 90 | $13.7K | 0.01% | +3+3.4% | Added |
| Trust Co | 90 | $13.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 89 | $13.5K | 0.00% | +89 | New |
| Sound Income Strategies, LLC | 87 | $13.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 87 | $13.2K | 0.00% | +87 | New |
| EverSource Wealth Advisors, LLC | 86 | $13.1K | 0.00% | +13+17.8% | Added |
| Larson Financial Group LLC | 86 | $13.1K | 0.00% | +86 | New |
| PFS Partners, LLC | 85 | $12.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 82 | $12.5K | 0.00% | −11−11.8% | Reduced |
| Wayfinding Financial, LLC | 73 | $11.0K | 0.00% | +73 | New |
| Allworth Financial LP | 77 | $10.2K | 0.00% | −55−41.7% | Reduced |
| Princeton Global Asset Management LLC | 60 | $9.12K | 0.00% | −29−32.6% | Reduced |
| Wolff Wiese Magana LLC | 53 | $8.05K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 57 | $8.00K | 0.00% | +15+35.7% | Added |
| Whittier Trust Co | 51 | $7.75K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $7.60K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 47 | $7.14K | 0.00% | +47 | New |
| Northwestern Mutual Wealth Management Co | 43 | $6.54K | 0.00% | −148−77.5% | Reduced |
| Atlantic Trust, LLC | 41 | $6.23K | 0.00% | +41 | New |
| JFS Wealth Advisors, LLC | 40 | $6.08K | 0.00% | +4+11.1% | Added |
| Farmers & Merchants Investments Inc | 39 | $5.93K | 0.00% | +17+77.3% | Added |
| Washington Trust Co | 38 | $5.78K | 0.00% | +1+2.7% | Added |
| Magnetar Financial LLC | 38 | $5.78K | 0.00% | +38 | New |
| Steward Partners Investment Advisory, LLC | 37 | $5.62K | 0.00% | −40−51.9% | Reduced |
| Assetmark, Inc | 35 | $5.32K | 0.00% | −5−12.5% | Reduced |
| Highline Wealth Partners LLC | 32 | $4.86K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 31 | $4.71K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 31 | $4.71K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 30 | $4.56K | 0.00% | −54−64.3% | Reduced |
| Orion Capital Management LLC | 30 | $4.56K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 25 | $3.80K | 0.00% | −2−7.4% | Reduced |
| Retirement Wealth Solutions LLC | 24 | $3.65K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 23 | $3.51K | 0.00% | −2−8.0% | Reduced |
| South State Corp. | 18 | $2.74K | 0.00% | +18 | New |
| MAI Capital Management | 17 | $2.58K | 0.00% | −1−5.6% | Reduced |
| Manchester Capital Management LLC | 16 | $2.43K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 16 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 16 | $2.43K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 16 | $2.43K | 0.00% | +16 | New |
| Brown, Lisle/Cummings, Inc. | 15 | $2.28K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15 | $2.28K | 0.00% | −19−55.9% | Reduced |
| Bruce G. Allen Investments, LLC | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 12 | $1.82K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.82K | 0.00% | +2+20.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $1.67K | 0.00% | −1−8.3% | Reduced |
| Global Financial Private Client, LLC | 11 | $1.67K | 0.00% | +8+266.7% | Added |
| HHM Wealth Advisors, LLC | 9 | $1.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 8 | $1.22K | 0.00% | +8 | New |
| First Pacific Financial | 7 | $1.06K | 0.00% | +7 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $912 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 4 | $611 | 0.00% | +4 | New |
| Sachetta, LLC | 4 | $608 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $608 | 0.00% | +4 | New |