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, 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 |
|---|---|---|---|---|---|
| Wipfli Financial Advisors LLC, | 637 | $70.0K | 0.00% | +637 | New |
| Macquarie Group Ltd | 444 | $64.0K | 0.00% | −146−24.7% | Reduced |
| Harbour Investments, Inc. | 252 | $46.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 409 | $44.0K | 0.02% | +65+18.9% | Added |
| IFP Advisors, Inc | 187 | $43.0K | 0.00% | +5+2.7% | Added |
| Public Employees Retirement System of Ohio | 387 | $42.0K | 0.00% | +62+19.1% | Added |
| Leonteq Securities AG | 300 | $32.5K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 297 | $32.2K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 275 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 269 | $29.1K | 0.01% | +36+15.5% | Added |
| Copeland Capital Management, LLC | 263 | $28.0K | 0.00% | +263 | New |
| US Bancorp | 229 | $25.0K | 0.00% | +25+12.3% | Added |
| Cornerstone Management, Inc. | 230 | $24.9K | 0.01% | +230 | New |
| First Financial Corp | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 207 | $22.0K | 0.00% | +188+989.5% | Added |
| Exchange Traded Concepts, LLC | 188 | $20.0K | 0.00% | +70+59.3% | Added |
| FinTrust Capital Advisors, LLC | 155 | $19.0K | 0.00% | +6+4.0% | Added |
| Sandy Spring Bank | 160 | $17.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 156 | $17.0K | 0.00% | +46+41.8% | Added |
| Baillie Gifford & Co | 121 | $13.0K | 0.00% | −12−9.0% | Reduced |
| Cyrus J. Lawrence, LLC | 129 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 101 | $11.8K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 105 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 83 | $9.00K | 0.00% | +21+33.9% | Added |
| Simplex Trading, LLC | 91 | $9.00K | 0.00% | +91 | New |
| 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 |
| TCI Wealth Advisors, Inc. | 65 | $7.00K | 0.00% | −1−1.5% | Reduced |
| CWM, LLC | 63 | $7.00K | 0.00% | +12+23.5% | Added |
| 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 |
| PSI Advisors, LLC | 45 | $5.00K | 0.00% | −45−50.0% | Reduced |
| Gradient Investments LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 9 | $994 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2 | $227 | 0.00% | 00.0% | Unchanged |
| 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 |
| Neumeier Poma Investment Counsel LLC | 0 | $0 | 0.00% | −207,205−100.0% | Sold out |
| General Equity Holdings LP | 0 | $0 | 0.00% | −87,459−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −44,761−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −27,675−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −21,946−100.0% | Sold out |
| Apis Capital Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −13,820−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −12,551−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,059−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −7,733−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,530−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −5,963−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −5,866−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −4,666−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −4,133−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −3,380−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Summit Wealth & Retirement Planning, Inc. | 0 | $0 | 0.00% | −2,238−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,022−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,832−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −1,801−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −1,473−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |