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, Q2 2023
Institutional positions in Medifast Inc as of Jun 30, 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
- 236
- −32 vs. Q1 2023
- Shares held
- 9.67M
- −505.9K (−5.0%) vs. Q1 2023
- Total value
- $891.9M
- −$169.4M (−16.0%) vs. Q1 2023
- New holders
- 30
- 88 more added
- Sold out
- 62
- 80 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 2 | $184 | 0.00% | −2−50.0% | Reduced |
| Disciplined Investments, LLC | 2 | $184 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $184 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $185 | 0.00% | −1−33.3% | Reduced |
| SJS Investment Consulting Inc. | 2 | $185 | 0.00% | +2 | New |
| Kelly Financial Services LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $277 | 0.00% | +3 | New |
| 25 LLC | 5 | $464 | 0.00% | +5 | New |
| First Horizon Advisors, Inc. | 7 | $645 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $646 | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 8 | $737 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9 | $830 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $889 | 0.00% | +1+11.1% | Added |
| Bessemer Group Inc | 15 | $1.00K | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 11 | $1.02K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $1.11K | 0.00% | −1−7.7% | Reduced |
| Baker Avenue Asset Management, LP | 13 | $1.20K | 0.00% | +11+550.0% | Added |
| M&R Capital Management Inc | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 18 | $1.66K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19 | $1.75K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25 | $2.30K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $2.30K | 0.00% | +12+92.3% | Added |
| Lowe Wealth Advisors, LLC | 30 | $2.77K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $2.95K | 0.00% | +22+220.0% | Added |
| Federated Hermes, Inc. | 33 | $3.04K | 0.00% | −9−21.4% | Reduced |
| Davidson Capital Management Inc. | 42 | $3.87K | 0.00% | +10+31.3% | Added |
| PSI Advisors, LLC | 54 | $4.98K | 0.00% | +9+20.0% | Added |
| Fifth Third Bancorp | 67 | $6.17K | 0.00% | +36+116.1% | Added |
| Quarry LP | 82 | $7.56K | 0.00% | +82 | New |
| Armstrong Advisory Group, Inc | 83 | $7.65K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 91 | $8.39K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 101 | $9.31K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 108 | $9.95K | 0.00% | +90+500.0% | Added |
| Ronald Blue Trust, Inc. | 92 | $10.0K | 0.00% | +88+2,200.0% | Added |
| TD Waterhouse Canada Inc. | 109 | $10.2K | 0.00% | −64−37.0% | Reduced |
| Riverview Trust Co | 156 | $14.4K | 0.01% | +156 | New |
| Sandy Spring Bank | 160 | $14.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 164 | $15.0K | 0.00% | −31−15.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 184 | $17.0K | 0.00% | −107−36.8% | Reduced |
| FinTrust Capital Advisors, LLC | 155 | $17.9K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 200 | $18.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 218 | $20.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 227 | $21.0K | 0.00% | +48+26.8% | Added |
| Copeland Capital Management, LLC | 234 | $21.6K | 0.00% | −57−19.6% | Reduced |
| Quadrant Capital Group LLC | 289 | $26.6K | 0.00% | +233+416.1% | Added |
| Covestor Ltd | 309 | $29.0K | 0.02% | +308+30,800.0% | Added |
| Parallel Advisors, LLC | 429 | $39.5K | 0.00% | +181+73.0% | Added |
| Huntington National Bank | 600 | $55.3K | 0.00% | +600 | New |
| Metropolitan Life Insurance Co | 601 | $55.4K | 0.00% | +41+7.3% | Added |
| First Manhattan Co | 700 | $64.5K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 772 | $71.0K | 0.00% | +772 | New |
| Ameritas Investment Partners, Inc. | 852 | $78.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 878 | $80.9K | 0.00% | +557+173.5% | Added |
| Signaturefd, LLC | 926 | $85.3K | 0.00% | +889+2,402.7% | Added |
| Hollencrest Capital Management | 1,000 | $92.2K | 0.01% | +800+400.0% | Added |
| Truvestments Capital LLC | 1,132 | $104.3K | 0.05% | −186−14.1% | Reduced |
| Lazard Asset Management LLC | 1,196 | $110.0K | 0.00% | −6,874−85.2% | Reduced |
| Eukles Asset Management | 1,221 | $112.5K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,247 | $114.9K | 0.00% | +987+379.6% | Added |
| Toth Financial Advisory Corp | 1,428 | $131.6K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,449 | $134.0K | 0.00% | −274−15.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,717 | $158.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,845 | $170.0K | 0.05% | +1,055+133.5% | Added |
| The PNC Financial Services Group, Inc. | 2,082 | $191.9K | 0.00% | +611+41.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,311 | $213.0K | 0.00% | −99−4.1% | Reduced |
| Axq Capital, LP | 2,325 | $214.3K | 0.26% | +2,325 | New |
| Evergreen Capital Management LLC | 2,314 | $215.0K | 0.01% | +2,314 | New |
| First Hawaiian Bank | 2,530 | $233.2K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 2,606 | $240.2K | 0.11% | +2,606 | New |
| HighTower Advisors, LLC | 2,627 | $241.0K | 0.00% | −29−1.1% | Reduced |
| Nebula Research & Development LLC | 2,626 | $242.0K | 0.18% | +2,626 | New |
| Massachusetts Financial Services Co | 2,649 | $244.1K | 0.00% | −5−0.2% | Reduced |
| Susquehanna International Group, LLP | 2,897 | $267.0K | 0.00% | −17,040−85.5% | Reduced |
| Burns J W & Co Inc | 2,900 | $267.0K | 0.04% | 00.0% | Unchanged |
| Matisse Capital | 2,950 | $271.9K | 0.17% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,965 | $273.3K | 0.00% | −252−7.8% | Reduced |
| Swedbank AB | 3,000 | $276.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,046 | $280.7K | 0.00% | −120−3.8% | Reduced |
| State Board of Administration of Florida Retirement System | 3,053 | $281.4K | 0.00% | +3,053 | New |
| AdvisorShares Investments LLC | 3,135 | $288.9K | 0.08% | −70−2.2% | Reduced |
| Duality Advisers, LP | 3,227 | $297.4K | 0.04% | −1,425−30.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,277 | $302.3K | 0.00% | −667−16.9% | Reduced |
| Versor Investments LP | 3,343 | $308.1K | 0.05% | −1,057−24.0% | Reduced |
| Trilogy Capital Inc. | 3,294 | $309.1K | 0.02% | +501+17.9% | Added |
| Shell Asset Management Co | 3,361 | $310.0K | 0.01% | −2,165−39.2% | Reduced |
| Oregon Public Employees Retirement Fund | 3,422 | $315.4K | 0.00% | −100−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 3,424 | $315.6K | 0.00% | −7,398−68.4% | Reduced |
| CWM Advisors, LLC | 3,433 | $316.4K | 0.04% | +820+31.4% | Added |
| State of Wisconsin Investment Board | 3,456 | $318.5K | 0.00% | −4,619−57.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,585 | $330.0K | 0.00% | +193+5.7% | Added |
| Cornercap Investment Counsel Inc | 3,593 | $331.1K | 0.06% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 3,643 | $335.7K | 0.14% | +3,643 | New |
| SEI Investments Co | 3,866 | $356.3K | 0.00% | −26−0.7% | Reduced |
| Affinity Investment Advisors, LLC | 3,909 | $360.3K | 0.21% | −1,062−21.4% | Reduced |
| New York Life Investment Management LLC | 3,975 | $366.3K | 0.00% | −1,201−23.2% | Reduced |
| Stiles Financial Services Inc | 4,187 | $385.9K | 0.19% | −324−7.2% | Reduced |
| Maryland State Retirement & Pension System | 4,242 | $390.9K | 0.01% | −158−3.6% | Reduced |
| Manufacturers Life Insurance Company, The | 4,358 | $401.6K | 0.00% | −49−1.1% | Reduced |
| D.A. Davidson & Co. | 4,533 | $417.8K | 0.00% | +486+12.0% | Added |
| XTX Topco Ltd | 4,537 | $418.1K | 0.07% | +930+25.8% | Added |