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 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 |
|---|---|---|---|---|---|
| Vestcor Inc | 465 | $9.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 458 | $8.77K | 0.01% | −254−35.7% | Reduced |
| Capital Performance Advisors LLP | 432 | $8.27K | 0.00% | +432 | New |
| Amalgamated Bank | 372 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 315 | $6.03K | 0.00% | +315 | New |
| Harbor Capital Advisors, Inc. | 313 | $6.00K | 0.00% | +313 | New |
| EverSource Wealth Advisors, LLC | 290 | $5.55K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 288 | $5.51K | 0.00% | −35−10.8% | Reduced |
| True Wealth Design, LLC | 283 | $5.42K | 0.00% | +283 | New |
| Harbour Investments, Inc. | 176 | $3.37K | 0.00% | −39−18.1% | Reduced |
| The PNC Financial Services Group, Inc. | 123 | $2.35K | 0.00% | −194−61.2% | Reduced |
| Umb Bank N A | 109 | $2.09K | 0.00% | −340−75.7% | Reduced |
| Westside Investment Management, Inc. | 90 | $1.72K | 0.00% | +90 | New |
| Jones Financial Companies LLLP | 84 | $1.61K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 83 | $1.59K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 68 | $1.30K | 0.00% | −62−47.7% | Reduced |
| Caitlin John, LLC | 57 | $1.12K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 53 | $1.01K | 0.00% | +53 | New |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | +27 | New |
| PSI Advisors, LLC | 45 | $861 | 0.00% | 00.0% | Unchanged |
| 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 |
| Sterling Capital Management LLC | 34 | $651 | 0.00% | +34 | New |
| Concord Wealth Partners | 33 | $632 | 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 |
| Your Advocates Ltd., LLP | 27 | $520 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $487 | 0.00% | +25 | New |
| Tortoise Investment Management, LLC | 25 | $479 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $479 | 0.00% | +25 | New |
| Coppell Advisory Solutions LLC | 17 | $355 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13 | $249 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 9 | $172 | 0.00% | −1−10.0% | Reduced |
| First Horizon Advisors, Inc. | 7 | $134 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $134 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $81 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $77 | 0.00% | −40−90.9% | Reduced |
| Larson Financial Group LLC | 3 | $57 | 0.00% | 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 |
| Glen Eagle Advisors, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −115,426−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −54,175−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −51,546−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −47,954−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −46,501−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −42,701−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −38,773−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −35,973−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −34,104−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −26,458−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,976−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −23,858−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −16,870−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −14,973−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −12,513−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −12,233−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −12,184−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −11,887−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,318−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −3,585−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −3,448−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −2,974−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Hershey Financial Advisers, LLC | – | – | – | – | Not filed |