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, Q3 2022
Institutional positions in Medifast Inc as of Sep 30, 2022. 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
- 263
- −19 vs. Q2 2022
- Shares held
- 9.52M
- −168.0K (−1.7%) vs. Q2 2022
- Total value
- $1.03B
- −$716.5M (−41.0%) vs. Q2 2022
- New holders
- 40
- 89 more added
- Sold out
- 59
- 96 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 3 | $0 | 0.00% | −30−90.9% | Reduced |
| Allworth Financial LP | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| Glassman Wealth Services | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| Schubert & Co | 2 | $0 | 0.00% | −5−71.4% | Reduced |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Kelly Financial Services LLC | 2 | $227 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $994 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13 | $1.00K | 0.00% | −20−60.6% | Reduced |
| Covestor Ltd | 5 | $1.00K | 0.00% | −12−70.6% | Reduced |
| Sageworth Trust Co | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6 | $1.00K | 0.00% | +5+500.0% | Added |
| Farmers & Merchants Investments Inc | 8 | $1.00K | 0.00% | +8 | New |
| Private Trust Co NA | 5 | $1.00K | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 18 | $2.00K | 0.00% | −3−14.3% | Reduced |
| Burleson & Company, LLC | 21 | $2.00K | 0.00% | +1+5.0% | Added |
| Sageworth Trust Co of South Dakota | 14 | $2.00K | 0.00% | −5−26.3% | Reduced |
| Fifth Third Bancorp | 20 | $2.00K | 0.00% | +7+53.8% | Added |
| Davidson Capital Management Inc. | 16 | $2.00K | 0.00% | +3+23.1% | Added |
| Bell Investment Advisors, Inc | 16 | $2.00K | 0.00% | +10+166.7% | Added |
| Parallel Advisors, LLC | 22 | $2.00K | 0.00% | +21+2,100.0% | Added |
| Global Retirement Partners, LLC | 27 | $3.00K | 0.00% | −42−60.9% | Reduced |
| Lowe Wealth Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 45 | $5.00K | 0.00% | −45−50.0% | Reduced |
| Gradient Investments LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 52 | $6.00K | 0.00% | −38−42.2% | Reduced |
| SRS Capital Advisors, Inc. | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 65 | $7.00K | 0.00% | −1−1.5% | Reduced |
| CWM, LLC | 63 | $7.00K | 0.00% | +12+23.5% | Added |
| Umb Bank N A | 70 | $8.00K | 0.00% | −53−43.1% | Reduced |
| Federated Hermes, Inc. | 74 | $8.00K | 0.00% | −16−17.8% | Reduced |
| Lindbrook Capital, LLC | 70 | $8.00K | 0.00% | +51+268.4% | Added |
| Signaturefd, LLC | 83 | $9.00K | 0.00% | +21+33.9% | Added |
| Simplex Trading, LLC | 91 | $9.00K | 0.00% | +91 | New |
| Money Concepts Capital Corp | 105 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 101 | $11.8K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 121 | $13.0K | 0.00% | −12−9.0% | Reduced |
| Cyrus J. Lawrence, LLC | 129 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 160 | $17.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 156 | $17.0K | 0.00% | +46+41.8% | Added |
| FinTrust Capital Advisors, LLC | 155 | $19.0K | 0.00% | +6+4.0% | Added |
| Exchange Traded Concepts, LLC | 188 | $20.0K | 0.00% | +70+59.3% | Added |
| First Financial Corp | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 207 | $22.0K | 0.00% | +188+989.5% | Added |
| Cornerstone Management, Inc. | 230 | $24.9K | 0.01% | +230 | New |
| US Bancorp | 229 | $25.0K | 0.00% | +25+12.3% | Added |
| Copeland Capital Management, LLC | 263 | $28.0K | 0.00% | +263 | New |
| Sutton Wealth Advisors Inc. | 269 | $29.1K | 0.01% | +36+15.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 275 | $30.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 297 | $32.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 300 | $32.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 387 | $42.0K | 0.00% | +62+19.1% | Added |
| IFP Advisors, Inc | 187 | $43.0K | 0.00% | +5+2.7% | Added |
| State of Wyoming | 409 | $44.0K | 0.02% | +65+18.9% | Added |
| Harbour Investments, Inc. | 252 | $46.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 444 | $64.0K | 0.00% | −146−24.7% | Reduced |
| Wipfli Financial Advisors LLC, | 637 | $70.0K | 0.00% | +637 | New |
| First Manhattan Co | 700 | $75.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 694 | $75.2K | 0.00% | 00.0% | Unchanged |
| Amundi | 690 | $78.0K | 0.00% | +449+186.3% | Added |
| Rockefeller Capital Management L.P. | 727 | $78.0K | 0.00% | +716+6,509.1% | Added |
| Lazard Asset Management LLC | 806 | $87.0K | 0.00% | +6+0.8% | Added |
| New Vernon Capital Holdings II LLC | 833 | $90.0K | 0.09% | −1,197−59.0% | Reduced |
| Ameritas Investment Partners, Inc. | 852 | $92.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 869 | $94.0K | 0.00% | +377+76.6% | Added |
| Robeco Institutional Asset Management B.V. | 944 | $102.0K | 0.00% | −241−20.3% | Reduced |
| Advisors Asset Management, Inc. | 1,153 | $125.0K | 0.00% | −55−4.6% | Reduced |
| Eukles Asset Management | 1,213 | $131.0K | 0.09% | +79+7.0% | Added |
| The PNC Financial Services Group, Inc. | 1,383 | $149.0K | 0.00% | +75+5.7% | Added |
| Toth Financial Advisory Corp | 1,396 | $151.0K | 0.03% | −71−4.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,462 | $158.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,502 | $163.0K | 0.01% | −398−20.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,523 | $164.0K | 0.00% | −187−10.9% | Reduced |
| Public Employees Retirement Association of Colorado | 1,723 | $187.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,863 | $202.0K | 0.00% | −1,964−51.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,862 | $202.0K | 0.00% | −54−2.8% | Reduced |
| Arcadia Investment Management Corp | 1,861 | $202.0K | 0.05% | +388+26.3% | Added |
| CWM Advisors, LLC | 1,904 | $206.0K | 0.03% | +726+61.6% | Added |
| TD Waterhouse Canada Inc. | 1,850 | $206.2K | 0.00% | −5,178−73.7% | Reduced |
| King Street Capital Management, L.P. | 2,000 | $217.0K | 0.04% | +2,000 | New |
| Bank of Montreal | 1,684 | $222.0K | 0.00% | −181−9.7% | Reduced |
| Forum Financial Management, LP | 2,106 | $228.0K | 0.01% | −113−5.1% | Reduced |
| AE Wealth Management LLC | 2,122 | $230.0K | 0.00% | +2,122 | New |
| Equitable Holdings, Inc. | 2,163 | $234.0K | 0.00% | +370+20.6% | Added |
| Quantamental Technologies LLC | 2,180 | $236.0K | 0.09% | +2,180 | New |
| Handelsbanken Fonder AB | 2,200 | $238.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,193 | $238.0K | 0.00% | +259+13.4% | Added |
| Gsa Capital Partners LLP | 2,205 | $239.0K | 0.03% | +2,205 | New |
| Pathstone Family Office, LLC | 2,283 | $247.4K | 0.00% | −1,965−46.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,295 | $249.0K | 0.02% | −311−11.9% | Reduced |
| Advisory Services Network, LLC | 2,472 | $268.0K | 0.01% | −105−4.1% | Reduced |
| LSV Asset Management | 2,500 | $271.0K | 0.00% | +1,700+212.5% | Added |
| First Hawaiian Bank | 2,530 | $274.0K | 0.01% | −753−22.9% | Reduced |
| Ensign Peak Advisors, Inc | 2,560 | $277.0K | 0.00% | −760−22.9% | Reduced |