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 2024
Institutional positions in Medifast Inc as of Sep 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
- 141
- −16 vs. Q2 2024
- Shares held
- 9.16M
- −435.4K (−4.5%) vs. Q2 2024
- Total value
- $175.4M
- −$34.0M (−16.2%) vs. Q2 2024
- New holders
- 23
- 29 more added
- Sold out
- 39
- 54 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| US Bancorp | 1 | $19 | 0.00% | −5,876−100.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $57 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $77 | 0.00% | −40−90.9% | Reduced |
| Global Retirement Partners, LLC | 4 | $81 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $134 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $134 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 9 | $172 | 0.00% | −1−10.0% | Reduced |
| Creekmur Asset Management LLC | 13 | $249 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17 | $355 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25 | $479 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $479 | 0.00% | +25 | New |
| Truvestments Capital LLC | 25 | $487 | 0.00% | +25 | New |
| Your Advocates Ltd., LLP | 27 | $520 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $574 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 30 | $574 | 0.00% | +30 | New |
| Concord Wealth Partners | 33 | $632 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 34 | $651 | 0.00% | +34 | New |
| Allspring Global Investments Holdings, LLC | 38 | $727 | 0.00% | −5,018−99.2% | Reduced |
| Principal Securities, Inc. | 38 | $727 | 0.00% | −32−45.7% | Reduced |
| PSI Advisors, LLC | 45 | $861 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | +27 | New |
| Jaffetilchin Investment Partners, LLC | 53 | $1.01K | 0.00% | +53 | New |
| Caitlin John, LLC | 57 | $1.12K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 68 | $1.30K | 0.00% | −62−47.7% | Reduced |
| Armstrong Advisory Group, Inc | 83 | $1.59K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 84 | $1.61K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 90 | $1.72K | 0.00% | +90 | New |
| Umb Bank N A | 109 | $2.09K | 0.00% | −340−75.7% | Reduced |
| The PNC Financial Services Group, Inc. | 123 | $2.35K | 0.00% | −194−61.2% | Reduced |
| Harbour Investments, Inc. | 176 | $3.37K | 0.00% | −39−18.1% | Reduced |
| True Wealth Design, LLC | 283 | $5.42K | 0.00% | +283 | New |
| Eukles Asset Management | 288 | $5.51K | 0.00% | −35−10.8% | Reduced |
| EverSource Wealth Advisors, LLC | 290 | $5.55K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 313 | $6.00K | 0.00% | +313 | New |
| Bryn Mawr Trust Co | 315 | $6.03K | 0.00% | +315 | New |
| Amalgamated Bank | 372 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 432 | $8.27K | 0.00% | +432 | New |
| WealthCollab, LLC | 458 | $8.77K | 0.01% | −254−35.7% | Reduced |
| Vestcor Inc | 465 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 475 | $9.09K | 0.00% | −1,194−71.5% | Reduced |
| Quest Partners LLC | 501 | $9.59K | 0.00% | +501 | New |
| Covestor Ltd | 658 | $12.0K | 0.01% | +203+44.6% | Added |
| Advisor Group Holdings, Inc. | 638 | $12.2K | 0.00% | −1,055−62.3% | Reduced |
| GAMMA Investing LLC | 657 | $12.6K | 0.00% | −179−21.4% | Reduced |
| nVerses Capital, LLC | 700 | $13.4K | 0.01% | −1,000−58.8% | Reduced |
| Signaturefd, LLC | 702 | $13.4K | 0.00% | −163−18.8% | Reduced |
| California State Teachers Retirement System | 780 | $14.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 702 | $15.3K | 0.00% | +686+4,287.5% | Added |
| Legal & General Group Plc | 929 | $17.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,067 | $20.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,449 | $28.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,618 | $31.0K | 0.00% | +728+81.8% | Added |
| Simplex Trading, LLC | 2,334 | $44.0K | 0.00% | −33,005−93.4% | Reduced |
| State of Wyoming | 2,930 | $56.1K | 0.01% | +2,930 | New |
| Citadel Advisors LLC | 3,046 | $58.3K | 0.00% | −86,360−96.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,400 | $65.1K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,591 | $87.9K | 0.00% | −11,500−71.5% | Reduced |
| Wells Fargo & Company | 5,232 | $100.1K | 0.00% | +213+4.2% | Added |
| LSV Asset Management | 5,700 | $109.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 5,757 | $110.2K | 0.00% | −36−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,952 | $113.9K | 0.00% | +1,071+21.9% | Added |
| MetLife Investment Management | 6,161 | $117.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,316 | $120.9K | 0.00% | −4,905−43.7% | Reduced |
| Royal Bank of Canada | 6,350 | $121.0K | 0.00% | −3,672−36.6% | Reduced |
| Walleye Capital LLC | 6,457 | $123.6K | 0.00% | −5,017−43.7% | Reduced |
| Quarry LP | 6,629 | $126.9K | 0.04% | +3,962+148.6% | Added |
| Tower Research Capital LLC (TRC) | 6,940 | $132.8K | 0.00% | +2,726+64.7% | Added |
| CWM, LLC | 8,006 | $153.0K | 0.00% | +3,322+70.9% | Added |
| Advisors Asset Management, Inc. | 9,434 | $180.6K | 0.00% | −159−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 9,766 | $186.9K | 0.00% | +8,992+1,161.8% | Added |
| Citigroup Inc | 9,822 | $188.0K | 0.00% | −5,174−34.5% | Reduced |
| Russell Investments Group, Ltd. | 10,466 | $200.3K | 0.00% | −220−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 10,472 | $200.4K | 0.00% | −4,289−29.1% | Reduced |
| SG Americas Securities, LLC | 10,772 | $206.0K | 0.00% | +10,772 | New |
| SEI Investments Co | 11,995 | $229.6K | 0.00% | −26,643−69.0% | Reduced |
| Occudo Quantitative Strategies LP | 12,167 | $232.9K | 0.04% | −20,065−62.3% | Reduced |
| Canada Pension Plan Investment Board | 13,100 | $250.7K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 13,401 | $256.5K | 0.00% | +13,401 | New |
| Barclays PLC | 14,067 | $269.2K | 0.00% | −1,275−8.3% | Reduced |
| Centiva Capital, LP | 15,238 | $291.7K | 0.01% | +898+6.3% | Added |
| Exchange Traded Concepts, LLC | 16,432 | $314.5K | 0.01% | −67−0.4% | Reduced |
| Advisory Services Network, LLC | 15,050 | $328.4K | 0.01% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 17,267 | $330.5K | 0.00% | +17,267 | New |
| Price T Rowe Associates Inc | 17,878 | $343.0K | 0.00% | +67+0.4% | Added |
| Chickasaw Capital Management LLC | 18,198 | $348.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,184 | $348.0K | 0.03% | +18,184 | New |
| Inspire Advisors, LLC | 19,172 | $367.0K | 0.04% | −425−2.2% | Reduced |
| Rhumbline Advisers | 19,426 | $371.8K | 0.00% | −10,078−34.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 21,250 | $406.7K | 0.00% | −8,104−27.6% | Reduced |
| Engineers Gate Manager LP | 23,253 | $445.1K | 0.01% | −9,625−29.3% | Reduced |
| STRS Ohio | 24,900 | $476.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 26,766 | $512.3K | 0.00% | +2,203+9.0% | Added |
| Commons Capital, LLC | 27,437 | $525.1K | 0.58% | 00.0% | Unchanged |
| AE Wealth Management LLC | 27,993 | $535.8K | 0.00% | +27,993 | New |
| Alliancebernstein L.P. | 28,200 | $539.7K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 30,185 | $577.7K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 30,676 | $587.0K | 0.00% | +30,676 | New |
| FMR LLC | 30,786 | $589.2K | 0.00% | +9,499+44.6% | Added |