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, 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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 156 | $14.4K | 0.01% | +156 | New |
| TD Waterhouse Canada Inc. | 109 | $10.2K | 0.00% | −64−37.0% | Reduced |
| Ronald Blue Trust, Inc. | 92 | $10.0K | 0.00% | +88+2,200.0% | Added |
| Lindbrook Capital, LLC | 108 | $9.95K | 0.00% | +90+500.0% | Added |
| Tucker Asset Management LLC | 101 | $9.31K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 91 | $8.39K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 83 | $7.65K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 82 | $7.56K | 0.00% | +82 | New |
| Fifth Third Bancorp | 67 | $6.17K | 0.00% | +36+116.1% | Added |
| PSI Advisors, LLC | 54 | $4.98K | 0.00% | +9+20.0% | Added |
| Davidson Capital Management Inc. | 42 | $3.87K | 0.00% | +10+31.3% | Added |
| Federated Hermes, Inc. | 33 | $3.04K | 0.00% | −9−21.4% | Reduced |
| Versant Capital Management, Inc | 32 | $2.95K | 0.00% | +22+220.0% | Added |
| Lowe Wealth Advisors, LLC | 30 | $2.77K | 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 |
| Farther Finance Advisors, LLC | 19 | $1.75K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 18 | $1.66K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 13 | $1.20K | 0.00% | +11+550.0% | Added |
| Parkside Financial Bank & Trust | 12 | $1.11K | 0.00% | −1−7.7% | Reduced |
| Global Retirement Partners, LLC | 11 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 15 | $1.00K | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 10 | $889 | 0.00% | +1+11.1% | Added |
| Allworth Financial LP | 9 | $830 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $737 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $646 | 0.00% | +7 | New |
| First Horizon Advisors, Inc. | 7 | $645 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 5 | $464 | 0.00% | +5 | New |
| Abound Wealth Management | 3 | $277 | 0.00% | +3 | New |
| Kelly Financial Services LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $185 | 0.00% | −1−33.3% | Reduced |
| SJS Investment Consulting Inc. | 2 | $185 | 0.00% | +2 | New |
| 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 |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −113,468−100.0% | Sold out |
| 22NW, LP | 0 | $0 | 0.00% | −89,596−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −67,524−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −39,150−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −38,292−100.0% | Sold out |
| Nantahala Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −21,975−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,746−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −12,039−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −11,279−100.0% | Sold out |
| Pacific Ridge Capital Partners, LLC | 0 | $0 | 0.00% | −11,020−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,004−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −7,163−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,116−100.0% | Sold out |
| Agate Pass Investment Management, LLC | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −5,626−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,194−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,979−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,901−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −4,548−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −3,852−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −3,451−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,397−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −3,023−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,789−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,788−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,158−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,142−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| New Vernon Capital Holdings II LLC | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |