Skip to main content

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, Q2 2024

Institutional positions in Medifast Inc as of Jun 30, 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
159
−27 vs. Q1 2024
Shares held
10.4M
−1.04M (−9.0%) vs. Q1 2024
Total value
$227.6M
−$211.9M (−48.2%) vs. Q1 2024
New holders
38
50 more added
Sold out
65
47 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 159 institutions
Q1 2021: 278 institutionsQ2 2021: 301 institutionsQ3 2021: 296 institutionsQ4 2021: 297 institutionsQ1 2022: 287 institutionsQ2 2022: 285 institutionsQ3 2022: 263 institutionsQ4 2022: 279 institutionsQ1 2023: 268 institutionsQ2 2023: 236 institutionsQ3 2023: 224 institutionsQ4 2023: 216 institutionsQ1 2024: 187 institutionsQ2 2024: 159 institutionsQ3 2024: 141 institutionsQ4 2024: 130 institutionsQ1 2025: 125 institutionsQ2 2025: 121 institutionsQ3 2025: 123 institutionsQ4 2025: 109 institutionsQ1 2026: 112 institutionsQ2 2026: 112 institutions
Value heldQ2 2024: $227.6M
Q1 2021: $2.06BQ2 2021: $2.82BQ3 2021: $1.93BQ4 2021: $2.05BQ1 2022: $1.70BQ2 2022: $1.75BQ3 2022: $1.03BQ4 2022: $1.09BQ1 2023: $1.06BQ2 2023: $891.9MQ3 2023: $724.3MQ4 2023: $694.2MQ1 2024: $439.9MQ2 2024: $227.6MQ3 2024: $175.4MQ4 2024: $157.2MQ1 2025: $111.1MQ2 2025: $121.2MQ3 2025: $126.2MQ4 2025: $86.5MQ1 2026: $87.6MQ2 2026: $87.7M
Institutions holding MED and their total value by quarter
QuarterHoldersValue
Q2 2026112$87.7M
Q1 2026112$87.6M
Q4 2025109$86.5M
Q3 2025123$126.2M
Q2 2025121$121.2M
Q1 2025125$111.1M
Q4 2024130$157.2M
Q3 2024141$175.4M
Q2 2024159$227.6M
Q1 2024187$439.9M
Q4 2023216$694.2M
Q3 2023224$724.3M
Q2 2023236$891.9M
Q1 2023268$1.06B
Q4 2022279$1.09B
Q3 2022263$1.03B
Q2 2022285$1.75B
Q1 2022287$1.70B
Q4 2021297$2.05B
Q3 2021296$1.93B
Q2 2021301$2.82B
Q1 2021278$2.06B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q1 2024.

Institutions holding MED in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Glen Eagle Advisors, LLC0$10.00%0Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$210.00%−156−99.4%Reduced
Kelly Financial Services LLC2$500.00%00.0%Unchanged
Larson Financial Group LLC3$650.00%+3New
Global Retirement Partners, LLC4$930.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc7$1530.00%00.0%Unchanged
First Horizon Advisors, Inc.7$1530.00%00.0%Unchanged
Innealta Capital, LLC8$1750.00%+8New
National Bank of Canada10$2110.00%00.0%Unchanged
Creekmur Asset Management LLC13$2840.00%00.0%Unchanged
Bell Investment Advisors, Inc16$3500.00%+16New
Coppell Advisory Solutions LLC17$3710.00%+17New
Cypress Capital, LLC19$4150.00%+19New
Tortoise Investment Management, LLC25$5460.00%00.0%Unchanged
Your Advocates Ltd., LLP27$5930.00%+20+285.7%Added
Ronald Blue Trust, Inc.16$6130.00%+16New
Lowe Wealth Advisors, LLC30$6550.00%00.0%Unchanged
Concord Wealth Partners33$7200.00%00.0%Unchanged
IFP Advisors, Inc37$7990.00%−220−85.6%Reduced
Farther Finance Advisors, LLC44$9250.00%+36+450.0%Added
PSI Advisors, LLC45$9820.00%00.0%Unchanged
Caitlin John, LLC57$1.25K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.67$1.41K0.00%00.0%Unchanged
Principal Securities, Inc.70$1.53K0.00%+70New
Armstrong Advisory Group, Inc83$1.81K0.00%00.0%Unchanged
Jones Financial Companies LLLP84$1.83K0.00%+84New
Scarborough Advisors, LLC97$2.11K0.00%00.0%Unchanged
Smartleaf Asset Management LLC118$2.49K0.00%+118New
Fifth Third Bancorp122$2.66K0.00%+92+306.7%Added
Comerica Bank123$2.68K0.00%−4,689−97.4%Reduced
AdvisorNet Financial, Inc130$2.84K0.00%+130New
Plato Investment Management Ltd133$2.90K0.00%00.0%Unchanged
Massmutual Trust Co FSB174$3.80K0.00%+13+8.1%Added
Harbour Investments, Inc.215$4.69K0.00%00.0%Unchanged
Quadrant Capital Group LLC249$5.43K0.00%−1,302−83.9%Reduced
EverSource Wealth Advisors, LLC290$6.36K0.00%−89−23.5%Reduced
The PNC Financial Services Group, Inc.317$6.92K0.00%−1,270−80.0%Reduced
Eukles Asset Management323$7.05K0.00%−39−10.8%Reduced
Amalgamated Bank372$8.00K0.00%−3,161−89.5%Reduced
Umb Bank N A449$9.80K0.00%+449New
Vestcor Inc465$10.0K0.00%−14,558−96.9%Reduced
Covestor Ltd455$10.0K0.01%+160+54.2%Added
WealthCollab, LLC712$15.5K0.01%−76−9.6%Reduced
Public Employees Retirement System of Ohio774$16.9K0.00%+325+72.4%Added
California State Teachers Retirement System780$17.0K0.00%−10,100−92.8%Reduced
Hershey Financial Advisers, LLC832$18.2K0.02%+832New
GAMMA Investing LLC836$18.2K0.00%+752+895.2%Added
Toth Financial Advisory Corp840$18.3K0.00%00.0%Unchanged
Signaturefd, LLC865$18.9K0.00%+98+12.8%Added
Banque Cantonale Vaudoise891$19.0K0.00%+50+5.9%Added
SRS Capital Advisors, Inc.890$19.4K0.00%+890New
Legal & General Group Plc929$20.3K0.00%−31,182−97.1%Reduced
Ameritas Investment Partners, Inc.1,067$23.3K0.00%00.0%Unchanged
New York State Teachers Retirement System1,100$24.0K0.00%−18,193−94.3%Reduced
Public Employees Retirement Association of Colorado1,449$32.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,669$36.4K0.00%−1,455−46.6%Reduced
Advisor Group Holdings, Inc.1,693$36.9K0.00%−340−16.7%Reduced
nVerses Capital, LLC1,700$37.1K0.02%+600+54.5%Added
Quarry LP2,667$58.2K0.02%+2,282+592.7%Added
State of Tennessee, Treasury Department2,974$64.9K0.00%−8,622−74.4%Reduced
Catalyst Funds Management Pty Ltd3,400$74.2K0.02%+3,400New
Gladius Capital Management LP3,448$75.2K0.08%+289+9.1%Added
Teachers Retirement System of the State of Kentucky3,585$79.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4,214$92.0K0.00%−14−0.3%Reduced
CWM, LLC4,684$102.0K0.00%+3,689+370.8%Added
Mirae Asset Global ETFs Holdings Ltd.4,881$106.5K0.00%+4,881New
Wells Fargo & Company5,019$109.5K0.00%+145+3.0%Added
Allspring Global Investments Holdings, LLC5,056$110.3K0.00%−37,837−88.2%Reduced
LSV Asset Management5,700$124.0K0.00%−2,400−29.6%Reduced
Corebridge Financial, Inc.5,793$126.4K0.00%+5,793New
US Bancorp5,877$128.2K0.00%+440+8.1%Added
MetLife Investment Management6,161$134.4K0.00%+601+10.8%Added
Advisors Asset Management, Inc.9,593$209.3K0.00%−17,479−64.6%Reduced
Royal Bank of Canada10,022$218.0K0.00%+1,754+21.2%Added
Principal Financial Group Inc10,230$223.2K0.00%−53,953−84.1%Reduced
Schonfeld Strategic Advisors LLC10,318$225.1K0.00%+10,318New
Russell Investments Group, Ltd.10,686$233.2K0.00%−3,775−26.1%Reduced
UBS Group AG11,221$244.8K0.00%−112,580−90.9%Reduced
Walleye Capital LLC11,474$250.4K0.00%−25,176−68.7%Reduced
DGS Capital Management, LLC11,887$259.4K0.07%+1,410+13.5%Added
Wolverine Trading, LLC12,184$265.9K0.00%+12,184New
Bokf, NA12,233$266.9K0.00%+12,233New
Savant Capital, LLC12,513$273.0K0.00%+12,513New
Canada Pension Plan Investment Board13,100$285.8K0.00%00.0%Unchanged
Centiva Capital, LP14,340$312.9K0.02%+14,340New
BNP Paribas Arbitrage, SA14,761$322.1K0.00%+471+3.3%Added
Baird Financial Group, Inc.14,973$326.7K0.00%−108−0.7%Reduced
Citigroup Inc14,996$327.2K0.00%−23,804−61.4%Reduced
Advisory Services Network, LLC15,050$328.4K0.01%+15,050New
Barclays PLC15,342$334.8K0.00%−16,022−51.1%Reduced
New York State Common Retirement Fund16,091$351.1K0.00%−1,820−10.2%Reduced
CWM Advisors, LLC16,099$351.3K0.04%+6,828+73.6%Added
Exchange Traded Concepts, LLC16,499$360.0K0.01%+6,970+73.1%Added
Paloma Partners Management Co16,870$368.1K0.03%+16,870New
Price T Rowe Associates Inc17,811$389.0K0.00%+3,983+28.8%Added
Chickasaw Capital Management LLC18,198$397.0K0.02%00.0%Unchanged
Inspire Advisors, LLC19,597$427.6K0.06%−13,498−40.8%Reduced
FMR LLC21,287$464.5K0.00%+19,813+1,344.2%Added
JPMorgan Chase & Co22,438$489.6K0.00%−2,825−11.2%Reduced
Sherbrooke Park Advisers LLC23,858$520.6K0.09%+23,858New