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 2022
Institutional positions in Medifast Inc as of Dec 31, 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
- 279
- +18 vs. Q3 2022
- Shares held
- 9.40M
- −115.0K (−1.2%) vs. Q3 2022
- Total value
- $1.09B
- +$53.0M (+5.1%) vs. Q3 2022
- New holders
- 49
- 99 more added
- Sold out
- 31
- 90 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Advisory Services Network, LLC | 2 | $186 | 0.00% | −2,470−99.9% | Reduced |
| Disciplined Investments, LLC | 2 | $231 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $231 | 0.00% | +1+100.0% | Added |
| AdvisorNet Financial, Inc | 2 | $231 | 0.00% | +2 | New |
| Kelly Financial Services LLC | 2 | $245 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $461 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 5 | $577 | 0.00% | +3+150.0% | Added |
| Schubert & Co | 5 | $577 | 0.00% | +3+150.0% | Added |
| Manchester Capital Management LLC | 6 | $692 | 0.00% | +3+100.0% | Added |
| First Horizon Advisors, Inc. | 7 | $807 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $923 | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Allworth Financial LP | 9 | $1.04K | 0.00% | +7+350.0% | Added |
| M&R Capital Management Inc | 9 | $1.05K | 0.00% | +9 | New |
| Glen Eagle Advisors, LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10 | $1.15K | 0.00% | +10 | New |
| Lindbrook Capital, LLC | 16 | $1.85K | 0.00% | −54−77.1% | Reduced |
| Sageworth Trust Co of South Dakota | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $2.00K | 0.00% | +8+160.0% | Added |
| Farther Finance Advisors, LLC | 19 | $2.19K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 21 | $2.42K | 0.00% | +5+31.3% | Added |
| Burleson & Company, LLC | 21 | $2.42K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 23 | $2.65K | 0.00% | +7+43.8% | Added |
| Global Retirement Partners, LLC | 24 | $2.77K | 0.00% | −3−11.1% | Reduced |
| Tortoise Investment Management, LLC | 25 | $2.88K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 27 | $3.11K | 0.00% | +7+35.0% | Added |
| Parkside Financial Bank & Trust | 28 | $3.23K | 0.00% | +15+115.4% | Added |
| Lowe Wealth Advisors, LLC | 30 | $3.46K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $4.00K | 0.00% | +19+105.6% | Added |
| PSI Advisors, LLC | 45 | $5.19K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 50 | $5.77K | 0.00% | −24−32.4% | Reduced |
| Gradient Investments LLC | 50 | $5.77K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 51 | $5.88K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 51 | $5.88K | 0.00% | +51 | New |
| Signaturefd, LLC | 63 | $7.27K | 0.00% | −20−24.1% | Reduced |
| TCI Wealth Advisors, Inc. | 66 | $7.61K | 0.00% | +1+1.5% | Added |
| Umb Bank N A | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 83 | $9.57K | 0.00% | +83 | New |
| Group One Trading, L.P. | 91 | $10.5K | 0.00% | +39+75.0% | Added |
| Tucker Asset Management LLC | 101 | $11.5K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 105 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 129 | $15.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 138 | $15.9K | 0.00% | +17+14.0% | Added |
| Public Employees Retirement System of Ohio | 141 | $16.0K | 0.00% | −246−63.6% | Reduced |
| IFP Advisors, Inc | 106 | $17.0K | 0.00% | −81−43.3% | Reduced |
| FinTrust Capital Advisors, LLC | 155 | $17.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 160 | $18.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 172 | $19.8K | 0.00% | +150+681.8% | Added |
| TD Waterhouse Canada Inc. | 173 | $20.3K | 0.00% | −1,677−90.6% | Reduced |
| Quadrant Capital Group LLC | 179 | $20.6K | 0.00% | −28−13.5% | Reduced |
| CWM, LLC | 184 | $21.0K | 0.00% | +121+192.1% | Added |
| Assetmark, Inc | 191 | $22.0K | 0.00% | +35+22.4% | Added |
| First Financial Corp | 200 | $23.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 212 | $24.5K | 0.00% | −17−7.4% | Reduced |
| Harbour Investments, Inc. | 218 | $25.1K | 0.00% | −34−13.5% | Reduced |
| Cornerstone Management, Inc. | 230 | $26.5K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 268 | $31.0K | 0.00% | +5+1.9% | Added |
| Sutton Wealth Advisors Inc. | 271 | $31.3K | 0.01% | +2+0.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 275 | $32.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 300 | $34.6K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 369 | $42.6K | 0.00% | −104,249−99.6% | Reduced |
| Belpointe Asset Management LLC | 426 | $49.1K | 0.00% | +426 | New |
| Tower Research Capital LLC (TRC) | 481 | $56.0K | 0.00% | −388−44.6% | Reduced |
| Point72 Middle East FZE | 494 | $57.0K | 0.00% | +494 | New |
| MBM Wealth Consultants, LLC | 494 | $57.0K | 0.03% | −3,831−88.6% | Reduced |
| Amundi | 563 | $68.0K | 0.00% | −127−18.4% | Reduced |
| Metropolitan Life Insurance Co | 694 | $80.1K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 700 | $80.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 722 | $83.0K | 0.00% | −5−0.7% | Reduced |
| State of Wyoming | 733 | $84.6K | 0.03% | +324+79.2% | Added |
| Lazard Asset Management LLC | 806 | $92.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 800 | $92.3K | 0.01% | +800 | New |
| FMR LLC | 842 | $97.1K | 0.00% | −7,709−90.2% | Reduced |
| Ameritas Investment Partners, Inc. | 852 | $102.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,071 | $123.5K | 0.00% | −19,234−94.7% | Reduced |
| New Vernon Capital Holdings II LLC | 1,176 | $135.7K | 0.11% | +343+41.2% | Added |
| Eukles Asset Management | 1,213 | $140.0K | 0.08% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,229 | $142.0K | 0.01% | −273−18.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,417 | $163.4K | 0.00% | +34+2.5% | Added |
| Toth Financial Advisory Corp | 1,428 | $164.7K | 0.03% | +32+2.3% | Added |
| Walleye Trading LLC | 1,451 | $167.4K | 0.00% | −6,380−81.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,676 | $193.3K | 0.00% | −186−10.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,717 | $198.1K | 0.00% | +255+17.4% | Added |
| Public Employees Retirement Association of Colorado | 1,723 | $199.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,753 | $202.2K | 0.00% | −410−19.0% | Reduced |
| Trilogy Capital Inc. | 1,758 | $202.8K | 0.01% | +1,758 | New |
| Everence Capital Management Inc | 1,780 | $205.0K | 0.02% | +1,780 | New |
| Man Group plc | 1,808 | $208.6K | 0.00% | +1,808 | New |
| Acrisure Capital Management, LLC | 1,816 | $209.5K | 0.23% | +1,816 | New |
| Insight Wealth Strategies, LLC | 1,867 | $215.4K | 0.04% | +162+9.5% | Added |
| Guggenheim Capital LLC | 1,918 | $221.2K | 0.00% | +1,918 | New |
| FORA Capital, LLC | 1,937 | $223.4K | 0.04% | +1,937 | New |
| Virtu Financial LLC | 1,976 | $228.0K | 0.03% | +1,976 | New |
| CWM Advisors, LLC | 2,037 | $235.0K | 0.03% | +133+7.0% | Added |
| Ergoteles LLC | 2,045 | $235.9K | 0.01% | −3,446−62.8% | Reduced |
| Forum Financial Management, LP | 2,106 | $242.9K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,116 | $244.1K | 0.00% | −6−0.3% | Reduced |