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, Q1 2023
Institutional positions in Medifast Inc as of Mar 31, 2023. 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
- 268
- −6 vs. Q4 2022
- Shares held
- 10.2M
- +804.3K (+8.6%) vs. Q4 2022
- Total value
- $1.06B
- −$20.5M (−1.9%) vs. Q4 2022
- New holders
- 40
- 107 more added
- Sold out
- 46
- 80 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −12−92.3% | Reduced |
| Ronald Blue Trust, Inc. | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Steward Financial Group LLC | 7 | $0 | 0.00% | +5+250.0% | Added |
| Disciplined Investments, LLC | 2 | $207 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $207 | 0.00% | +2 | New |
| Schubert & Co | 2 | $208 | 0.00% | −3−60.0% | Reduced |
| Kelly Financial Services LLC | 2 | $224 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $312 | 0.00% | −2−40.0% | Reduced |
| Bell Investment Advisors, Inc | 4 | $415 | 0.00% | −17−81.0% | Reduced |
| Glassman Wealth Services | 4 | $415 | 0.00% | +4 | New |
| Advisory Services Network, LLC | 5 | $518 | 0.00% | +3+150.0% | Added |
| First Horizon Advisors, Inc. | 7 | $726 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $829 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 9 | $933 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9 | $934 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11 | $937 | 0.00% | −13−54.2% | Reduced |
| Glen Eagle Advisors, LLC | 9 | $981 | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.04K | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 13 | $1.35K | 0.00% | −24−64.9% | Reduced |
| Parkside Financial Bank & Trust | 13 | $1.35K | 0.00% | −15−53.6% | Reduced |
| M&R Capital Management Inc | 13 | $1.37K | 0.00% | +4+44.4% | Added |
| Sageworth Trust Co of South Dakota | 14 | $1.45K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 15 | $1.51K | 0.00% | +15 | New |
| Ellevest, Inc. | 17 | $1.76K | 0.00% | +7+70.0% | Added |
| Umb Bank N A | 18 | $1.87K | 0.00% | −52−74.3% | Reduced |
| Lindbrook Capital, LLC | 18 | $1.87K | 0.00% | +2+12.5% | Added |
| Farther Finance Advisors, LLC | 19 | $1.97K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 23 | $2.27K | 0.00% | +23 | New |
| Tortoise Investment Management, LLC | 25 | $2.59K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 27 | $2.80K | 0.00% | +27 | New |
| Lowe Wealth Advisors, LLC | 30 | $3.11K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 31 | $3.21K | 0.00% | +4+14.8% | Added |
| Kalos Management, Inc. | 32 | $3.32K | 0.01% | +32 | New |
| Davidson Capital Management Inc. | 32 | $3.32K | 0.00% | +9+39.1% | Added |
| Mendota Financial Group, LLC | 20 | $3.42K | 0.00% | +20 | New |
| TCI Wealth Advisors, Inc. | 36 | $3.73K | 0.00% | −30−45.5% | Reduced |
| Signaturefd, LLC | 37 | $3.84K | 0.00% | −26−41.3% | Reduced |
| Federated Hermes, Inc. | 42 | $4.35K | 0.00% | −8−16.0% | Reduced |
| PSI Advisors, LLC | 45 | $4.67K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 51 | $5.29K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 56 | $5.81K | 0.00% | −123−68.7% | Reduced |
| Armstrong Advisory Group, Inc | 83 | $8.61K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 91 | $9.58K | 0.00% | +91 | New |
| Tucker Asset Management LLC | 101 | $10.5K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 154 | $16.0K | 0.00% | +16+11.6% | Added |
| Sandy Spring Bank | 160 | $16.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 155 | $17.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 173 | $18.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 179 | $19.0K | 0.00% | +38+27.0% | Added |
| CWM, LLC | 195 | $20.0K | 0.00% | +11+6.0% | Added |
| Hollencrest Capital Management | 200 | $20.7K | 0.00% | −600−75.0% | Reduced |
| First Financial Corp | 200 | $20.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 218 | $22.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 248 | $25.7K | 0.00% | +76+44.2% | Added |
| Tower Research Capital LLC (TRC) | 260 | $27.0K | 0.00% | −221−45.9% | Reduced |
| Assetmark, Inc | 275 | $28.5K | 0.00% | +84+44.0% | Added |
| Copeland Capital Management, LLC | 291 | $30.0K | 0.00% | +23+8.6% | Added |
| Steward Partners Investment Advisory, LLC | 291 | $30.2K | 0.00% | −1,385−82.6% | Reduced |
| Leonteq Securities AG | 300 | $31.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 321 | $33.3K | 0.00% | +109+51.4% | Added |
| MBM Wealth Consultants, LLC | 494 | $45.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 462 | $47.9K | 0.00% | +36+8.5% | Added |
| Metropolitan Life Insurance Co | 560 | $58.1K | 0.00% | −134−19.3% | Reduced |
| First Manhattan Co | 700 | $72.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 790 | $81.9K | 0.03% | +57+7.8% | Added |
| Point72 Asset Management, L.P. | 835 | $86.6K | 0.00% | +835 | New |
| Ameritas Investment Partners, Inc. | 852 | $88.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 972 | $100.8K | 0.00% | +130+15.4% | Added |
| Point72 Middle East FZE | 985 | $102.1K | 0.01% | +491+99.4% | Added |
| New Vernon Capital Holdings II LLC | 1,193 | $123.7K | 0.09% | +17+1.4% | Added |
| Eukles Asset Management | 1,221 | $126.6K | 0.07% | +8+0.7% | Added |
| Truvestments Capital LLC | 1,318 | $136.6K | 0.07% | −1,688−56.2% | Reduced |
| Toth Financial Advisory Corp | 1,428 | $148.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,471 | $152.5K | 0.00% | +54+3.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,717 | $178.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,723 | $179.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,884 | $181.6K | 0.00% | +1,321+234.6% | Added |
| Brookstone Capital Management | 2,142 | $208.5K | 0.00% | −818−27.6% | Reduced |
| Human Investing LLC | 2,020 | $209.4K | 0.05% | −912−31.1% | Reduced |
| Raymond James & Associates | 2,021 | $209.5K | 0.00% | +2,021 | New |
| Forum Financial Management, LP | 2,158 | $223.7K | 0.01% | +52+2.5% | Added |
| Handelsbanken Fonder AB | 2,200 | $228.0K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,243 | $232.5K | 0.07% | +2,243 | New |
| Mutual of America Capital Management LLC | 2,250 | $233.3K | 0.00% | −40−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,410 | $250.0K | 0.00% | +2,410 | New |
| First Hawaiian Bank | 2,530 | $262.3K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,613 | $270.9K | 0.03% | +576+28.3% | Added |
| HighTower Advisors, LLC | 2,656 | $275.0K | 0.00% | −167−5.9% | Reduced |
| Massachusetts Financial Services Co | 2,654 | $275.1K | 0.00% | −189−6.6% | Reduced |
| Tudor Investment Corp Et Al | 2,789 | $289.0K | 0.01% | +2,789 | New |
| Simplex Trading, LLC | 2,788 | $289.0K | 0.01% | +2,788 | New |
| Trilogy Capital Inc. | 2,793 | $289.6K | 0.02% | +1,035+58.9% | Added |
| Teacher Retirement System of Texas | 2,815 | $292.0K | 0.00% | −21−0.7% | Reduced |
| Burns J W & Co Inc | 2,900 | $301.0K | 0.05% | 00.0% | Unchanged |
| Matisse Capital | 2,950 | $305.8K | 0.20% | 00.0% | Unchanged |
| Swedbank AB | 3,000 | $311.0K | 0.00% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 3,023 | $313.4K | 0.01% | +36+1.2% | Added |
| Aviance Capital Partners, LLC | 3,071 | $318.3K | 0.07% | +116+3.9% | Added |
| Guggenheim Capital LLC | 3,141 | $325.6K | 0.00% | +1,223+63.8% | Added |