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 |
|---|---|---|---|---|---|
| New Vernon Capital Holdings II LLC | 1,176 | $135.7K | 0.11% | +343+41.2% | Added |
| Walleye Capital LLC | 1,071 | $123.5K | 0.00% | −19,234−94.7% | Reduced |
| Ameritas Investment Partners, Inc. | 852 | $102.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 842 | $97.1K | 0.00% | −7,709−90.2% | Reduced |
| Hollencrest Capital Management | 800 | $92.3K | 0.01% | +800 | New |
| Lazard Asset Management LLC | 806 | $92.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 733 | $84.6K | 0.03% | +324+79.2% | Added |
| Rockefeller Capital Management L.P. | 722 | $83.0K | 0.00% | −5−0.7% | Reduced |
| First Manhattan Co | 700 | $80.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 694 | $80.1K | 0.00% | 00.0% | Unchanged |
| Amundi | 563 | $68.0K | 0.00% | −127−18.4% | Reduced |
| MBM Wealth Consultants, LLC | 494 | $57.0K | 0.03% | −3,831−88.6% | Reduced |
| Point72 Middle East FZE | 494 | $57.0K | 0.00% | +494 | New |
| Tower Research Capital LLC (TRC) | 481 | $56.0K | 0.00% | −388−44.6% | Reduced |
| Belpointe Asset Management LLC | 426 | $49.1K | 0.00% | +426 | New |
| Balyasny Asset Management LLC | 369 | $42.6K | 0.00% | −104,249−99.6% | Reduced |
| Leonteq Securities AG | 300 | $34.6K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 275 | $32.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 271 | $31.3K | 0.01% | +2+0.7% | Added |
| Copeland Capital Management, LLC | 268 | $31.0K | 0.00% | +5+1.9% | Added |
| Cornerstone Management, Inc. | 230 | $26.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 218 | $25.1K | 0.00% | −34−13.5% | Reduced |
| US Bancorp | 212 | $24.5K | 0.00% | −17−7.4% | Reduced |
| First Financial Corp | 200 | $23.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 191 | $22.0K | 0.00% | +35+22.4% | Added |
| CWM, LLC | 184 | $21.0K | 0.00% | +121+192.1% | Added |
| Quadrant Capital Group LLC | 179 | $20.6K | 0.00% | −28−13.5% | Reduced |
| TD Waterhouse Canada Inc. | 173 | $20.3K | 0.00% | −1,677−90.6% | Reduced |
| Parallel Advisors, LLC | 172 | $19.8K | 0.00% | +150+681.8% | Added |
| Sandy Spring Bank | 160 | $18.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 155 | $17.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 106 | $17.0K | 0.00% | −81−43.3% | Reduced |
| Public Employees Retirement System of Ohio | 141 | $16.0K | 0.00% | −246−63.6% | Reduced |
| Baillie Gifford & Co | 138 | $15.9K | 0.00% | +17+14.0% | Added |
| Cyrus J. Lawrence, LLC | 129 | $15.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 105 | $12.1K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 101 | $11.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 91 | $10.5K | 0.00% | +39+75.0% | Added |
| Armstrong Advisory Group, Inc | 83 | $9.57K | 0.00% | +83 | New |
| Umb Bank N A | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 66 | $7.61K | 0.00% | +1+1.5% | Added |
| Signaturefd, LLC | 63 | $7.27K | 0.00% | −20−24.1% | Reduced |
| SRS Capital Advisors, Inc. | 51 | $5.88K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 51 | $5.88K | 0.00% | +51 | New |
| Federated Hermes, Inc. | 50 | $5.77K | 0.00% | −24−32.4% | Reduced |
| Gradient Investments LLC | 50 | $5.77K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 45 | $5.19K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $4.00K | 0.00% | +19+105.6% | Added |
| Lowe Wealth Advisors, LLC | 30 | $3.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $3.23K | 0.00% | +15+115.4% | Added |
| Fifth Third Bancorp | 27 | $3.11K | 0.00% | +7+35.0% | Added |
| Tortoise Investment Management, LLC | 25 | $2.88K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $2.77K | 0.00% | −3−11.1% | Reduced |
| Davidson Capital Management Inc. | 23 | $2.65K | 0.00% | +7+43.8% | Added |
| Burleson & Company, LLC | 21 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $2.42K | 0.00% | +5+31.3% | Added |
| Farther Finance Advisors, LLC | 19 | $2.19K | 0.00% | +19 | New |
| 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 |
| Lindbrook Capital, LLC | 16 | $1.85K | 0.00% | −54−77.1% | Reduced |
| Ellevest, Inc. | 10 | $1.15K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 9 | $1.05K | 0.00% | +9 | New |
| Allworth Financial LP | 9 | $1.04K | 0.00% | +7+350.0% | Added |
| 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 |
| Farmers & Merchants Investments Inc | 8 | $923 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $807 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $692 | 0.00% | +3+100.0% | Added |
| JFS Wealth Advisors, LLC | 5 | $577 | 0.00% | +3+150.0% | Added |
| Schubert & Co | 5 | $577 | 0.00% | +3+150.0% | Added |
| GWM Advisors LLC | 4 | $461 | 0.00% | +4 | New |
| Kelly Financial Services LLC | 2 | $245 | 0.00% | 00.0% | Unchanged |
| 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 |
| Advisory Services Network, LLC | 2 | $186 | 0.00% | −2,470−99.9% | Reduced |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −88,597−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −36,143−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,323−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −13,474−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,842−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −10,845−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −8,895−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −8,578−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −7,265−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −5,761−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −5,018−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −4,184−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,179−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,067−100.0% | Sold out |
| Cubic Asset Management, LLC | 0 | $0 | 0.00% | −3,825−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −3,678−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −2,607−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −2,560−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −2,283−100.0% | Sold out |