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 1 sale; 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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,378 | $289.0K | 0.00% | +177+14.7% | Added |
| Carolina Wealth Advisors, LLC | 1,374 | $288.0K | 0.16% | +1,029+298.3% | Added |
| Hancock Whitney Corp | 1,368 | $286.0K | 0.01% | +1+0.1% | Added |
| Origin Asset Management LLP | 1,343 | $281.0K | 0.07% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,290 | $270.0K | 0.07% | +10+0.8% | Added |
| Advisors Asset Management, Inc. | 1,278 | $267.7K | 0.00% | +327+34.4% | Added |
| Caxton Associates LP | 1,239 | $259.0K | 0.03% | +78+6.7% | Added |
| CWM Advisors, LLC | 1,207 | $253.0K | 0.03% | +85+7.6% | Added |
| Eukles Asset Management | 1,172 | $245.0K | 0.12% | −108−8.4% | Reduced |
| First Midwest Bank Trust Division | 1,147 | $240.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,130 | $237.0K | 0.02% | +1,130 | New |
| Crossmark Global Holdings, Inc. | 1,100 | $230.0K | 0.00% | −2,920−72.6% | Reduced |
| 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 |
| 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 |
| Profund Advisors LLC | 1,066 | $223.0K | 0.01% | −65−5.7% | Reduced |
| First Citizens Bank & Trust Co | 988 | $207.0K | 0.01% | −134−11.9% | Reduced |
| PEAK6 Investments LLC | 959 | $201.0K | 0.01% | −2,085−68.5% | Reduced |
| Ameritas Investment Partners, Inc. | 919 | $192.0K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 914 | $191.0K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 844 | $177.0K | 0.00% | +4+0.5% | Added |
| The PNC Financial Services Group, Inc. | 803 | $168.0K | 0.00% | −498−38.3% | Reduced |
| First Manhattan Co | 700 | $146.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 694 | $145.3K | 0.00% | +397+133.7% | Added |
| James Investment Research Inc | 662 | $139.0K | 0.01% | −2,062−75.7% | Reduced |
| Islay Capital Management, LLC | 633 | $133.0K | 0.10% | +633 | New |
| Exane Derivatives | 631 | $132.1K | 0.03% | −185−22.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 600 | $126.0K | 0.06% | −89−12.9% | Reduced |
| Macquarie Group Ltd | 590 | $124.0K | 0.00% | −44−6.9% | Reduced |
| Gladius Capital Management LP | 457 | $96.0K | 0.03% | +457 | 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 |
| State of Wyoming | 360 | $75.0K | 0.03% | +360 | New |
| Harbour Investments, Inc. | 305 | $64.0K | 0.00% | −176−36.6% | Reduced |
| Captrust Financial Advisors | 302 | $64.0K | 0.00% | +98+48.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 275 | $58.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 234 | $49.0K | 0.02% | +3+1.3% | Added |
| Public Employees Retirement System of Ohio | 224 | $47.0K | 0.00% | +17+8.2% | Added |
| First Financial Corp | 200 | $42.0K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $42.0K | 0.08% | +200 | New |
| Carroll Financial Associates, Inc. | 200 | $41.0K | 0.00% | −6−2.9% | Reduced |
| Sandy Spring Bank | 190 | $40.0K | 0.00% | −10−5.0% | Reduced |
| US Bancorp | 151 | $32.0K | 0.00% | −2−1.3% | Reduced |
| 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 |
| FinTrust Capital Advisors, LLC | 125 | $26.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 112 | $23.0K | 0.00% | −3−2.6% | Reduced |
| Baillie Gifford & Co | 110 | $23.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Chilton Capital Management LLC | 50 | $10.0K | 0.00% | +50 | New |
| 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 |
| 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 |
| NEXT Financial Group, Inc | 34 | $7.00K | 0.00% | −8−19.0% | Reduced |
| 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 |
| 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 |
| Burleson & Company, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 19 | $4.00K | 0.00% | +19 | New |
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 9 | $1.89K | 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 |
| Kelly Financial Services LLC | 2 | $426 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| IFP Advisors, Inc | 1 | – | – | 00.0% | Unchanged |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −109,220−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −47,756−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −46,556−100.0% | Sold out |