Medifast Inc
MED- Exchange
- NYSE
- Industry
- Miscellaneous Food Preparations & Kindred Products
- SEC CIK
- 0000910329
In the last 90 days, Medifast Inc insiders filed 3 open-market purchases and 0 sales; 112 institutions reported holding it in 13F filings for Q2 2026, worth $87.7M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Medifast Inc as of Dec 31, 2021. 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
- 297
- +1 vs. Q3 2021
- Shares held
- 9.78M
- −216.8K (−2.2%) vs. Q3 2021
- Total value
- $2.05B
- +$122.0M (+6.3%) vs. Q3 2021
- New holders
- 45
- 89 more added
- Sold out
- 44
- 113 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MED 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 | 112 | $87.7M |
| Q1 2026 | 112 | $87.6M |
| Q4 2025 | 109 | $86.5M |
| Q3 2025 | 123 | $126.2M |
| Q2 2025 | 121 | $121.2M |
| Q1 2025 | 125 | $111.1M |
| Q4 2024 | 130 | $157.2M |
| Q3 2024 | 141 | $175.4M |
| Q2 2024 | 159 | $227.6M |
| Q1 2024 | 187 | $439.9M |
| Q4 2023 | 216 | $694.2M |
| Q3 2023 | 224 | $724.3M |
| Q2 2023 | 236 | $891.9M |
| Q1 2023 | 268 | $1.06B |
| Q4 2022 | 279 | $1.09B |
| Q3 2022 | 263 | $1.03B |
| Q2 2022 | 285 | $1.75B |
| Q1 2022 | 287 | $1.70B |
| Q4 2021 | 297 | $2.05B |
| Q3 2021 | 296 | $1.93B |
| Q2 2021 | 301 | $2.82B |
| Q1 2021 | 278 | $2.06B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Kelly Financial Services LLC | 2 | $426 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $1.00K | 0.00% | +3 | New |
| Glen Eagle Advisors, LLC | 9 | $1.89K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 9 | $2.00K | 0.00% | −31−77.5% | Reduced |
| Manchester Capital Management LLC | 10 | $2.00K | 0.00% | −4−28.6% | Reduced |
| Quadrant Capital Group LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Rinkey Investments | 15 | $3.00K | 0.00% | +15 | New |
| Stonebridge Financial Planning Group, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Davidson Capital Management Inc. | 14 | $3.00K | 0.00% | +14 | New |
| Burleson & Company, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Tortoise Investment Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 26 | $5.00K | 0.00% | +12+85.7% | Added |
| Benjamin Edwards Inc | 23 | $5.00K | 0.00% | +23 | New |
| Covestor Ltd | 22 | $5.00K | 0.01% | +22 | New |
| Lowe Wealth Advisors, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 30 | $6.00K | 0.00% | +30 | New |
| Sageworth Trust Co of South Dakota | 27 | $6.00K | 0.01% | +27 | New |
| NEXT Financial Group, Inc | 34 | $7.00K | 0.00% | −8−19.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 36 | $8.00K | 0.00% | +3+9.1% | Added |
| Bell Investment Advisors, Inc | 39 | $8.00K | 0.00% | +22+129.4% | Added |
| BDO Wealth Advisors, LLC | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 50 | $10.0K | 0.00% | +50 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 59 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 59 | $12.0K | 0.00% | +46+353.8% | Added |
| Gradient Investments LLC | 68 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 68 | $14.0K | 0.00% | +10+17.2% | Added |
| Simplex Trading, LLC | 73 | $15.0K | 0.00% | −1,365−94.9% | Reduced |
| Point72 Hong Kong Ltd | 74 | $15.0K | 0.00% | −1,422−95.1% | Reduced |
| Umb Bank N A | 71 | $15.0K | 0.00% | +71 | New |
| PSI Advisors, LLC | 90 | $19.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 89 | $19.0K | 0.00% | +29+48.3% | Added |
| Signet Financial Management, LLC | 93 | $19.0K | 0.00% | +93 | New |
| Federated Hermes, Inc. | 112 | $23.0K | 0.00% | −3−2.6% | Reduced |
| Baillie Gifford & Co | 110 | $23.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 125 | $26.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 149 | $31.0K | 0.00% | +25+20.2% | Added |
| Exchange Traded Concepts, LLC | 148 | $31.0K | 0.00% | +45+43.7% | Added |
| US Bancorp | 151 | $32.0K | 0.00% | −2−1.3% | Reduced |
| Sandy Spring Bank | 190 | $40.0K | 0.00% | −10−5.0% | Reduced |
| Carroll Financial Associates, Inc. | 200 | $41.0K | 0.00% | −6−2.9% | Reduced |
| First Financial Corp | 200 | $42.0K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $42.0K | 0.08% | +200 | New |
| Public Employees Retirement System of Ohio | 224 | $47.0K | 0.00% | +17+8.2% | Added |
| Sutton Wealth Advisors Inc. | 234 | $49.0K | 0.02% | +3+1.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 275 | $58.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 305 | $64.0K | 0.00% | −176−36.6% | Reduced |
| Captrust Financial Advisors | 302 | $64.0K | 0.00% | +98+48.0% | Added |
| State of Wyoming | 360 | $75.0K | 0.03% | +360 | New |
| Financial Management Professionals, Inc. | 361 | $76.0K | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 364 | $76.0K | 0.00% | −12−3.2% | Reduced |
| Gladius Capital Management LP | 457 | $96.0K | 0.03% | +457 | New |
| Macquarie Group Ltd | 590 | $124.0K | 0.00% | −44−6.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 600 | $126.0K | 0.06% | −89−12.9% | Reduced |
| Exane Derivatives | 631 | $132.1K | 0.03% | −185−22.7% | Reduced |
| Islay Capital Management, LLC | 633 | $133.0K | 0.10% | +633 | New |
| James Investment Research Inc | 662 | $139.0K | 0.01% | −2,062−75.7% | Reduced |
| American Portfolios Advisors | 694 | $145.3K | 0.00% | +397+133.7% | Added |
| First Manhattan Co | 700 | $146.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 803 | $168.0K | 0.00% | −498−38.3% | Reduced |
| Shell Asset Management Co | 844 | $177.0K | 0.00% | +4+0.5% | Added |
| Globeflex Capital L P | 914 | $191.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 919 | $192.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 959 | $201.0K | 0.01% | −2,085−68.5% | Reduced |
| First Citizens Bank & Trust Co | 988 | $207.0K | 0.01% | −134−11.9% | Reduced |
| Profund Advisors LLC | 1,066 | $223.0K | 0.01% | −65−5.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,078 | $227.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,085 | $227.0K | 0.00% | +1,085 | New |
| Krilogy Financial LLC | 1,089 | $228.0K | 0.02% | −145−11.8% | Reduced |
| Prairiewood Capital, LLC | 1,090 | $228.0K | 0.18% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 1,100 | $230.0K | 0.00% | −2,920−72.6% | Reduced |
| Money Concepts Capital Corp | 1,130 | $237.0K | 0.02% | +1,130 | New |
| First Midwest Bank Trust Division | 1,147 | $240.0K | 0.03% | 00.0% | Unchanged |
| Eukles Asset Management | 1,172 | $245.0K | 0.12% | −108−8.4% | Reduced |
| CWM Advisors, LLC | 1,207 | $253.0K | 0.03% | +85+7.6% | Added |
| Caxton Associates LP | 1,239 | $259.0K | 0.03% | +78+6.7% | Added |
| Advisors Asset Management, Inc. | 1,278 | $267.7K | 0.00% | +327+34.4% | Added |
| Ifrah Financial Services, Inc. | 1,290 | $270.0K | 0.07% | +10+0.8% | Added |
| Origin Asset Management LLP | 1,343 | $281.0K | 0.07% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,368 | $286.0K | 0.01% | +1+0.1% | Added |
| Carolina Wealth Advisors, LLC | 1,374 | $288.0K | 0.16% | +1,029+298.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,378 | $289.0K | 0.00% | +177+14.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,424 | $298.0K | 0.00% | −232−14.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,462 | $306.0K | 0.00% | −139−8.7% | Reduced |
| Scotia Capital Inc. | 1,467 | $307.0K | 0.00% | +55+3.9% | Added |
| Mutual of America Capital Management LLC | 1,588 | $333.0K | 0.00% | +24+1.5% | Added |