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, Q4 2023
Institutional positions in Medifast Inc as of Dec 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
- 216
- −7 vs. Q3 2023
- Shares held
- 10.3M
- +865.2K (+9.1%) vs. Q3 2023
- Total value
- $694.2M
- −$28.9M (−4.0%) vs. Q3 2023
- New holders
- 32
- 75 more added
- Sold out
- 39
- 73 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 2 | $135 | 0.00% | −93−97.9% | Reduced |
| Kelly Financial Services LLC | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $202 | 0.00% | −6−66.7% | Reduced |
| Allworth Financial LP | 3 | $202 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $202 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $269 | 0.00% | +2+100.0% | Added |
| SRS Capital Advisors, Inc. | 6 | $404 | 0.00% | +6 | New |
| First Horizon Advisors, Inc. | 7 | $471 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $471 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $471 | 0.00% | +7 | New |
| Your Advocates Ltd., LLP | 7 | $482 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $538 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $605 | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 11 | $625 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $674 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13 | $874 | 0.00% | +13 | New |
| M&R Capital Management Inc | 14 | $912 | 0.00% | +1+7.7% | Added |
| Farther Finance Advisors, LLC | 14 | $941 | 0.00% | −9−39.1% | Reduced |
| EverSource Wealth Advisors, LLC | 14 | $941 | 0.00% | +14 | New |
| Arlington Trust Co LLC | 15 | $1.01K | 0.00% | +15 | New |
| Massmutual Trust Co FSB | 22 | $1.48K | 0.00% | +2+10.0% | Added |
| GAMMA Investing LLC | 28 | $1.53K | 0.00% | +28 | New |
| Lindbrook Capital, LLC | 23 | $1.55K | 0.00% | −27−54.0% | Reduced |
| Tortoise Investment Management, LLC | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 26 | $1.75K | 0.00% | −2−7.1% | Reduced |
| Lowe Wealth Advisors, LLC | 30 | $2.02K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 40 | $2.69K | 0.00% | +40 | New |
| PSI Advisors, LLC | 54 | $3.63K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 57 | $3.85K | 0.00% | +57 | New |
| Fifth Third Bancorp | 60 | $4.03K | 0.00% | −57−48.7% | Reduced |
| TD Waterhouse Canada Inc. | 67 | $4.36K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 83 | $5.58K | 0.00% | −29−25.9% | Reduced |
| Quadrant Capital Group LLC | 91 | $6.12K | 0.00% | −183−66.8% | Reduced |
| National Bank of Canada | 90 | $6.32K | 0.00% | −15−14.3% | Reduced |
| Scarborough Advisors, LLC | 97 | $6.50K | 0.00% | +97 | New |
| Salem Investment Counselors Inc | 100 | $6.72K | 0.00% | +100 | New |
| Tucker Asset Management LLC | 101 | $6.79K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 132 | $8.84K | 0.00% | +132 | New |
| Plato Investment Management Ltd | 133 | $8.94K | 0.01% | +133 | New |
| Covestor Ltd | 140 | $10.0K | 0.01% | +55+64.7% | Added |
| WealthCollab, LLC | 154 | $10.4K | 0.01% | +154 | New |
| Sandy Spring Bank | 160 | $10.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 205 | $13.0K | 0.00% | −1,288−86.3% | Reduced |
| Headlands Technologies LLC | 209 | $14.0K | 0.00% | +126+151.8% | Added |
| Harbour Investments, Inc. | 216 | $14.5K | 0.00% | −2−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 236 | $18.0K | 0.00% | +159+206.5% | Added |
| IFP Advisors, Inc | 277 | $18.6K | 0.00% | +181+188.5% | Added |
| Parallel Advisors, LLC | 321 | $21.6K | 0.00% | +1+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 331 | $22.3K | 0.00% | +89+36.8% | Added |
| Public Employees Retirement System of Ohio | 340 | $22.9K | 0.00% | +67+24.5% | Added |
| CWM, LLC | 566 | $38.0K | 0.00% | +35+6.6% | Added |
| Metropolitan Life Insurance Co | 601 | $40.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 672 | $45.2K | 0.02% | −413−38.1% | Reduced |
| First Manhattan Co | 700 | $47.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 742 | $49.9K | 0.00% | −72−8.8% | Reduced |
| Banque Cantonale Vaudoise | 772 | $52.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 840 | $56.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $67.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,067 | $71.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,141 | $76.7K | 0.00% | −1,036−47.6% | Reduced |
| Eukles Asset Management | 1,144 | $76.9K | 0.04% | −77−6.3% | Reduced |
| Public Employees Retirement Association of Colorado | 1,449 | $97.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,461 | $98.2K | 0.00% | −549−27.3% | Reduced |
| FMR LLC | 1,884 | $126.7K | 0.00% | +678+56.2% | Added |
| State of Wyoming | 2,265 | $152.3K | 0.03% | +648+40.1% | Added |
| Walleye Trading LLC | 2,416 | $162.4K | 0.00% | +1,055+77.5% | Added |
| Shell Asset Management Co | 2,547 | $171.0K | 0.01% | −763−23.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,628 | $176.7K | 0.00% | +911+53.1% | Added |
| Swedbank AB | 3,000 | $201.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,044 | $204.6K | 0.00% | −55−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 3,063 | $205.9K | 0.00% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 3,087 | $207.5K | 0.11% | +728+30.9% | Added |
| Triumph Capital Management | 3,165 | $212.8K | 0.09% | +3,165 | New |
| Qube Research & Technologies Ltd | 3,171 | $213.2K | 0.00% | +3,171 | New |
| Oregon Public Employees Retirement Fund | 3,190 | $214.4K | 0.00% | −32−1.0% | Reduced |
| Susquehanna International Group, LLP | 3,343 | $224.7K | 0.00% | +3,343 | New |
| New York Life Investment Management LLC | 3,344 | $224.8K | 0.00% | −90−2.6% | Reduced |
| Victory Capital Management Inc | 3,370 | $226.5K | 0.00% | −11,734−77.7% | Reduced |
| CBOE Vest Financial, LLC | 3,452 | $232.0K | 0.01% | +3,452 | New |
| Teachers Retirement System of the State of Kentucky | 3,585 | $241.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,673 | $246.9K | 0.01% | +3,673 | New |
| Aigen Investment Management, LP | 3,700 | $248.7K | 0.04% | +199+5.7% | Added |
| Tower Research Capital LLC (TRC) | 3,748 | $251.9K | 0.00% | +1,105+41.8% | Added |
| LPL Financial LLC | 3,931 | $264.2K | 0.00% | −6,060−60.7% | Reduced |
| Vident Advisory, LLC | 3,965 | $266.5K | 0.01% | −122−3.0% | Reduced |
| Maryland State Retirement & Pension System | 4,011 | $269.6K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,200 | $282.0K | 0.01% | −500−10.6% | Reduced |
| D.A. Davidson & Co. | 4,268 | $286.9K | 0.00% | −1,036−19.5% | Reduced |
| Massachusetts Financial Services Co | 4,384 | $294.7K | 0.00% | +4,384 | New |
| Nisa Investment Advisors, LLC | 4,521 | $303.9K | 0.00% | −2,760−37.9% | Reduced |
| Amalgamated Bank | 4,697 | $316.0K | 0.00% | −111−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 4,846 | $326.0K | 0.00% | −699−12.6% | Reduced |
| Comerica Bank | 5,000 | $336.1K | 0.00% | −59−1.2% | Reduced |
| HighTower Advisors, LLC | 5,114 | $348.0K | 0.00% | +5,114 | New |
| Lingohr & Partner Asset Management GmbH | 5,232 | $352.0K | 0.80% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,239 | $352.2K | 0.02% | +5,239 | New |
| Manufacturers Life Insurance Company, The | 5,264 | $353.8K | 0.00% | −142−2.6% | Reduced |
| State of Wisconsin Investment Board | 5,332 | $358.4K | 0.00% | −592−10.0% | Reduced |
| Yousif Capital Management, LLC | 5,390 | $362.3K | 0.00% | −421−7.2% | Reduced |
| Legato Capital Management LLC | 5,450 | $366.3K | 0.05% | 00.0% | Unchanged |