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, Q1 2024
Institutional positions in Medifast Inc as of Mar 31, 2024. 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
- 187
- −29 vs. Q4 2023
- Shares held
- 11.5M
- +1.13M (+11.0%) vs. Q4 2023
- Total value
- $439.9M
- −$254.3M (−36.6%) vs. Q4 2023
- New holders
- 25
- 61 more added
- Sold out
- 54
- 67 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 0 | $1 | 0.00% | −10−100.0% | Reduced |
| Quest Partners LLC | 1 | $38 | 0.00% | +1 | New |
| Kelly Financial Services LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $163 | 0.00% | −7−63.6% | Reduced |
| Parkside Financial Bank & Trust | 5 | $192 | 0.00% | +3+150.0% | Added |
| Toronto Dominion Bank | 5 | $192 | 0.00% | +5 | New |
| National Bank of Canada | 10 | $249 | 0.00% | −80−88.9% | Reduced |
| First Horizon Advisors, Inc. | 7 | $268 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $269 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 7 | $275 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $300 | 0.00% | −6−42.9% | Reduced |
| Headlands Technologies LLC | 8 | $307 | 0.00% | −201−96.2% | Reduced |
| Farmers & Merchants Investments Inc | 8 | $307 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13 | $498 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 14 | $520 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $881 | 0.00% | +20+666.7% | Added |
| Tortoise Investment Management, LLC | 25 | $958 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 30 | $1.15K | 0.00% | −30−50.0% | Reduced |
| Lowe Wealth Advisors, LLC | 30 | $1.15K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $1.15K | 0.00% | +23+328.6% | Added |
| Concord Wealth Partners | 33 | $1.26K | 0.00% | +33 | New |
| PSI Advisors, LLC | 45 | $1.72K | 0.00% | −9−16.7% | Reduced |
| Caitlin John, LLC | 57 | $2.19K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 67 | $2.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $2.64K | 0.00% | +46+200.0% | Added |
| Bessemer Group Inc | 79 | $3.00K | 0.00% | +79 | New |
| Huntington National Bank | 82 | $3.14K | 0.00% | +82 | New |
| GAMMA Investing LLC | 84 | $3.22K | 0.00% | +56+200.0% | Added |
| Scarborough Advisors, LLC | 97 | $3.70K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 132 | $5.04K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 133 | $5.10K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 83 | $5.58K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 157 | $6.02K | 0.00% | +157 | New |
| Sandy Spring Bank | 160 | $6.13K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 161 | $6.17K | 0.00% | +139+631.8% | Added |
| Harbour Investments, Inc. | 215 | $8.24K | 0.00% | −1−0.5% | Reduced |
| IFP Advisors, Inc | 257 | $9.82K | 0.00% | −20−7.2% | Reduced |
| EverSource Wealth Advisors, LLC | 379 | $10.4K | 0.00% | +365+2,607.1% | Added |
| Covestor Ltd | 295 | $12.0K | 0.01% | +155+110.7% | Added |
| Riverview Trust Co | 321 | $12.3K | 0.01% | +321 | New |
| Eukles Asset Management | 362 | $13.9K | 0.01% | −782−68.4% | Reduced |
| Quarry LP | 385 | $14.8K | 0.01% | +385 | New |
| Public Employees Retirement System of Ohio | 449 | $17.2K | 0.00% | +109+32.1% | Added |
| Truvestments Capital LLC | 460 | $17.6K | 0.01% | −212−31.5% | Reduced |
| Metropolitan Life Insurance Co | 601 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 700 | $26.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 767 | $29.4K | 0.00% | +25+3.4% | Added |
| WealthCollab, LLC | 788 | $30.2K | 0.02% | +634+411.7% | Added |
| Banque Cantonale Vaudoise | 841 | $32.0K | 0.00% | +69+8.9% | Added |
| Toth Financial Advisory Corp | 840 | $32.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 995 | $38.0K | 0.00% | +429+75.8% | Added |
| State of Wyoming | 1,032 | $39.5K | 0.01% | −1,233−54.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,067 | $40.9K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,100 | $42.2K | 0.10% | +1,100 | New |
| Public Employees Retirement Association of Colorado | 1,449 | $56.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,474 | $56.5K | 0.00% | −410−21.8% | Reduced |
| Quadrant Capital Group LLC | 1,551 | $59.4K | 0.00% | +1,460+1,604.4% | Added |
| The PNC Financial Services Group, Inc. | 1,587 | $60.8K | 0.00% | +446+39.1% | Added |
| Advisor Group Holdings, Inc. | 2,033 | $77.9K | 0.00% | +572+39.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,628 | $100.7K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,890 | $110.7K | 0.00% | −300−9.4% | Reduced |
| Rowland & Co Investment Counsel | 2,976 | $114.0K | 0.02% | −3,733−55.6% | Reduced |
| Swedbank AB | 3,000 | $115.0K | 0.00% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 3,087 | $118.3K | 0.06% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,124 | $119.7K | 0.00% | −1,397−30.9% | Reduced |
| Gladius Capital Management LP | 3,159 | $121.1K | 0.12% | +3,159 | New |
| Amalgamated Bank | 3,533 | $135.0K | 0.00% | −1,164−24.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,585 | $137.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,228 | $162.0K | 0.00% | +480+12.8% | Added |
| Comerica Bank | 4,812 | $184.4K | 0.00% | −188−3.8% | Reduced |
| Wells Fargo & Company | 4,874 | $186.8K | 0.00% | −1,449−22.9% | Reduced |
| Louisiana State Employees Retirement System | 5,300 | $203.1K | 0.00% | −200−3.6% | Reduced |
| Guggenheim Capital LLC | 5,346 | $204.9K | 0.00% | −2,076−28.0% | Reduced |
| Janus Henderson Group PLC | 5,360 | $205.4K | 0.00% | −7,205−57.3% | Reduced |
| US Bancorp | 5,437 | $208.3K | 0.00% | −128−2.3% | Reduced |
| MetLife Investment Management | 5,560 | $213.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 5,600 | $214.6K | 0.00% | −4,500−44.6% | Reduced |
| American International Group, Inc. | 5,792 | $221.9K | 0.00% | −57−1.0% | Reduced |
| Meeder Asset Management Inc | 5,866 | $224.8K | 0.01% | −5,318−47.6% | Reduced |
| Virtu Financial LLC | 5,975 | $229.0K | 0.02% | +5,975 | New |
| Graham Capital Management, L.P. | 6,290 | $241.0K | 0.01% | +6,290 | New |
| State of Alaska, Department of Revenue | 6,566 | $251.0K | 0.00% | −136−2.0% | Reduced |
| Illinois Municipal Retirement Fund | 6,589 | $252.0K | 0.00% | +618+10.4% | Added |
| UBS Asset Management Americas Inc | 7,121 | $272.9K | 0.00% | −4,589−39.2% | Reduced |
| Prairiewood Capital, LLC | 7,215 | $276.5K | 0.13% | +1,520+26.7% | Added |
| SummerHaven Investment Management, LLC | 7,969 | $305.4K | 0.19% | +166+2.1% | Added |
| Creative Planning | 8,055 | $308.7K | 0.00% | +8,055 | New |
| LSV Asset Management | 8,100 | $310.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,268 | $316.0K | 0.00% | −6,651−44.6% | Reduced |
| Kendall Capital Management | 8,330 | $319.2K | 0.11% | −725−8.0% | Reduced |
| Aviance Capital Partners, LLC | 8,676 | $332.5K | 0.05% | +1,506+21.0% | Added |
| Franklin Resources Inc | 9,140 | $350.2K | 0.00% | +2,472+37.1% | Added |
| Susquehanna International Group, LLP | 9,181 | $351.8K | 0.00% | +5,838+174.6% | Added |
| CWM Advisors, LLC | 9,271 | $355.3K | 0.04% | −7,780−45.6% | Reduced |
| Texas Permanent School Fund | 9,326 | $357.4K | 0.00% | −84−0.9% | Reduced |
| Thrivent Financial for Lutherans | 9,349 | $358.0K | 0.00% | −358−3.7% | Reduced |
| Optimist Retirement Group LLC | 9,404 | $360.4K | 0.19% | −10,555−52.9% | Reduced |
| Great West Life Assurance Co | 9,448 | $362.0K | 0.00% | −631−6.3% | Reduced |
| Exchange Traded Concepts, LLC | 9,529 | $365.2K | 0.01% | −9,137−48.9% | Reduced |