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, Q3 2023
Institutional positions in Medifast Inc as of Sep 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
- 224
- −12 vs. Q2 2023
- Shares held
- 9.49M
- −175.0K (−1.8%) vs. Q2 2023
- Total value
- $724.3M
- −$167.7M (−18.8%) vs. Q2 2023
- New holders
- 29
- 72 more added
- Sold out
- 41
- 84 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $225 | 0.00% | −6−66.7% | Reduced |
| Abound Wealth Management | 3 | $225 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $524 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $524 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 7 | $524 | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 8 | $599 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $674 | 0.00% | −23−71.9% | Reduced |
| Baker Avenue Asset Management, LP | 9 | $674 | 0.00% | −4−30.8% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $733 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11 | $818 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 20 | $1.50K | 0.00% | −5−20.0% | Reduced |
| Farther Finance Advisors, LLC | 23 | $1.72K | 0.00% | +4+21.1% | Added |
| Tortoise Investment Management, LLC | 25 | $1.87K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 28 | $2.10K | 0.00% | −5−15.2% | Reduced |
| LGT Financial Advisors LLC | 29 | $2.17K | 0.00% | +29 | New |
| Lowe Wealth Advisors, LLC | 30 | $2.25K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 50 | $3.74K | 0.00% | −58−53.7% | Reduced |
| PSI Advisors, LLC | 54 | $4.04K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 62 | $4.64K | 0.00% | +20+47.6% | Added |
| TD Waterhouse Canada Inc. | 67 | $5.07K | 0.00% | −42−38.5% | Reduced |
| Covestor Ltd | 85 | $6.00K | 0.00% | −224−72.5% | Reduced |
| Headlands Technologies LLC | 83 | $6.21K | 0.00% | +83 | New |
| Ronald Blue Trust, Inc. | 77 | $7.00K | 0.00% | −15−16.3% | Reduced |
| Parkside Financial Bank & Trust | 95 | $7.11K | 0.00% | +83+691.7% | Added |
| IFP Advisors, Inc | 96 | $7.19K | 0.00% | +96 | New |
| Tucker Asset Management LLC | 101 | $7.56K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 105 | $7.94K | 0.00% | −8,321−98.8% | Reduced |
| Armstrong Advisory Group, Inc | 112 | $8.38K | 0.00% | +29+34.9% | Added |
| Fifth Third Bancorp | 117 | $8.76K | 0.00% | +50+74.6% | Added |
| Sandy Spring Bank | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 218 | $16.3K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 220 | $16.5K | 0.00% | +129+141.8% | Added |
| Steward Partners Investment Advisory, LLC | 242 | $18.1K | 0.00% | +58+31.5% | Added |
| Public Employees Retirement System of Ohio | 273 | $20.0K | 0.00% | +46+20.3% | Added |
| Quadrant Capital Group LLC | 274 | $20.5K | 0.00% | −15−5.2% | Reduced |
| Point72 Asset Management, L.P. | 299 | $22.4K | 0.00% | −53,432−99.4% | Reduced |
| Parallel Advisors, LLC | 320 | $24.0K | 0.00% | −109−25.4% | Reduced |
| CWM, LLC | 531 | $40.0K | 0.00% | +367+223.8% | Added |
| Metropolitan Life Insurance Co | 601 | $45.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 700 | $52.4K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 772 | $58.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 814 | $60.9K | 0.00% | −112−12.1% | Reduced |
| Leonteq Securities AG | 820 | $61.4K | 0.01% | +820 | New |
| Toth Financial Advisory Corp | 840 | $62.9K | 0.01% | −588−41.2% | Reduced |
| US Bancorp | 979 | $73.3K | 0.00% | +101+11.5% | Added |
| Hollencrest Capital Management | 1,000 | $74.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,067 | $79.9K | 0.00% | +215+25.2% | Added |
| Truvestments Capital LLC | 1,085 | $81.2K | 0.04% | −47−4.2% | Reduced |
| FMR LLC | 1,206 | $90.3K | 0.00% | −7,792−86.6% | Reduced |
| Eukles Asset Management | 1,221 | $91.4K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,361 | $101.9K | 0.00% | +1,361 | New |
| Public Employees Retirement Association of Colorado | 1,449 | $108.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,493 | $111.0K | 0.00% | +297+24.8% | Added |
| Point72 Middle East FZE | 1,525 | $114.1K | 0.01% | +1,525 | New |
| State of Wyoming | 1,617 | $121.0K | 0.03% | −228−12.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,717 | $128.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,010 | $150.4K | 0.00% | −1,267−38.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,177 | $162.9K | 0.00% | +95+4.6% | Added |
| New Vernon Capital Holdings II LLC | 2,359 | $176.6K | 0.15% | +2,359 | New |
| Tower Research Capital LLC (TRC) | 2,643 | $197.8K | 0.01% | +1,396+111.9% | Added |
| Prelude Capital Management, LLC | 2,785 | $208.5K | 0.02% | +2,785 | New |
| Keebeck Alpha, LP | 2,785 | $208.5K | 0.20% | +2,785 | New |
| Hennion & Walsh Asset Management, Inc. | 2,855 | $213.7K | 0.01% | −1,707−37.4% | Reduced |
| Wells Fargo & Company | 2,860 | $214.0K | 0.00% | −3,163−52.5% | Reduced |
| Burns J W & Co Inc | 2,900 | $217.1K | 0.04% | 00.0% | Unchanged |
| Matisse Capital | 2,950 | $220.8K | 0.16% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 2,978 | $222.9K | 0.02% | −316−9.6% | Reduced |
| Swedbank AB | 3,000 | $224.6K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 3,058 | $228.9K | 0.00% | +3,058 | New |
| State Board of Administration of Florida Retirement System | 3,063 | $229.3K | 0.00% | +10+0.3% | Added |
| Arizona State Retirement System | 3,099 | $232.0K | 0.00% | +53+1.7% | Added |
| Oregon Public Employees Retirement Fund | 3,222 | $241.2K | 0.00% | −200−5.8% | Reduced |
| Shell Asset Management Co | 3,310 | $248.0K | 0.01% | −51−1.5% | Reduced |
| Walleye Capital LLC | 3,377 | $252.8K | 0.00% | −5,724−62.9% | Reduced |
| New York Life Investment Management LLC | 3,434 | $257.0K | 0.00% | −541−13.6% | Reduced |
| Stiles Financial Services Inc | 3,480 | $260.5K | 0.14% | −707−16.9% | Reduced |
| Aigen Investment Management, LP | 3,501 | $262.1K | 0.05% | −3,768−51.8% | Reduced |
| Centiva Capital, LP | 3,547 | $265.5K | 0.01% | +3,547 | New |
| Teachers Retirement System of the State of Kentucky | 3,585 | $268.0K | 0.00% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 3,903 | $292.1K | 0.19% | −6−0.2% | Reduced |
| Cutler Group LP | 4,000 | $299.0K | 0.05% | +4,000 | New |
| Maryland State Retirement & Pension System | 4,011 | $300.2K | 0.01% | −231−5.4% | Reduced |
| CWM Advisors, LLC | 4,081 | $305.5K | 0.04% | +648+18.9% | Added |
| Vident Advisory, LLC | 4,087 | $305.9K | 0.01% | +4,087 | New |
| Commons Capital, LLC | 4,200 | $314.4K | 0.54% | +4,200 | New |
| Exchange Traded Concepts, LLC | 4,654 | $348.4K | 0.01% | +49+1.1% | Added |
| Arete Wealth Advisors, LLC | 4,665 | $349.2K | 0.06% | +4,665 | New |
| Aquatic Capital Management LLC | 4,700 | $352.0K | 0.01% | +4,700 | New |
| Amalgamated Bank | 4,808 | $360.0K | 0.00% | −140−2.8% | Reduced |
| Winton Group Ltd | 4,902 | $366.9K | 0.03% | −2,336−32.3% | Reduced |
| Comerica Bank | 5,059 | $378.6K | 0.00% | +5,059 | New |
| Lingohr & Partner Asset Management GmbH | 5,232 | $392.0K | 1.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,271 | $394.5K | 0.12% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 5,291 | $396.1K | 0.25% | +693+15.1% | Added |
| D.A. Davidson & Co. | 5,304 | $397.1K | 0.00% | +771+17.0% | Added |