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, 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 |
|---|---|---|---|---|---|
| Davidson Capital Management Inc. | 62 | $4.64K | 0.00% | +20+47.6% | Added |
| PSI Advisors, LLC | 54 | $4.04K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 50 | $3.74K | 0.00% | −58−53.7% | Reduced |
| Lowe Wealth Advisors, LLC | 30 | $2.25K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 29 | $2.17K | 0.00% | +29 | New |
| Federated Hermes, Inc. | 28 | $2.10K | 0.00% | −5−15.2% | Reduced |
| Tortoise Investment Management, LLC | 25 | $1.87K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 23 | $1.72K | 0.00% | +4+21.1% | Added |
| Massmutual Trust Co FSB | 20 | $1.50K | 0.00% | −5−20.0% | Reduced |
| Umb Bank N A | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11 | $818 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $733 | 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 |
| Farmers & Merchants Investments Inc | 8 | $599 | 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 |
| Allworth Financial LP | 3 | $225 | 0.00% | −6−66.7% | Reduced |
| Abound Wealth Management | 3 | $225 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −31,509−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −30,228−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −25,985−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −22,830−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −16,629−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −14,622−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −12,837−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −12,046−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,760−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,619−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,520−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −9,050−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,604−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,839−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,537−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,643−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,343−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,135−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −2,649−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −2,606−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,530−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,325−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |