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 2024
Institutional positions in Medifast Inc as of Dec 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
- 130
- −11 vs. Q3 2024
- Shares held
- 8.92M
- −240.6K (−2.6%) vs. Q3 2024
- Total value
- $157.2M
- −$18.2M (−10.4%) vs. Q3 2024
- New holders
- 20
- 35 more added
- Sold out
- 31
- 46 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $53 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $70 | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 4 | $70 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 6 | $106 | 0.00% | +6 | New |
| Glass Jacobson Investment Advisors llc | 7 | $124 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $141 | 0.00% | 0 | New |
| Raleigh Capital Management Inc. | 10 | $176 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 14 | $226 | 0.00% | +14 | New |
| Creekmur Asset Management LLC | 13 | $229 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 16 | $282 | 0.00% | +16 | New |
| Coppell Advisory Solutions LLC | 17 | $303 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25 | $441 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $441 | 0.00% | +25 | New |
| Truvestments Capital LLC | 25 | $448 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 27 | $479 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 33 | $581 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $759 | 0.00% | −1,575−97.3% | Reduced |
| PSI Advisors, LLC | 45 | $793 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 57 | $1.01K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 58 | $1.02K | 0.00% | +58 | New |
| Rothschild Investment LLC | 70 | $1.23K | 0.00% | +45+180.0% | Added |
| Bay Harbor Wealth Management, LLC | 70 | $1.23K | 0.00% | +70 | New |
| Global Retirement Partners, LLC | 76 | $1.34K | 0.00% | +72+1,800.0% | Added |
| Armstrong Advisory Group, Inc | 83 | $1.46K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 84 | $1.48K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 90 | $1.59K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 97 | $1.71K | 0.00% | −560−85.2% | Reduced |
| Covestor Ltd | 94 | $2.00K | 0.00% | −564−85.7% | Reduced |
| True Wealth Design, LLC | 115 | $2.03K | 0.00% | −168−59.4% | Reduced |
| SBI Securities Co., Ltd. | 137 | $2.41K | 0.00% | +137 | New |
| EverSource Wealth Advisors, LLC | 217 | $3.82K | 0.00% | −73−25.2% | Reduced |
| Advisor Group Holdings, Inc. | 224 | $3.95K | 0.00% | −414−64.9% | Reduced |
| Eukles Asset Management | 268 | $4.72K | 0.00% | −20−6.9% | Reduced |
| Bryn Mawr Trust Co | 274 | $4.83K | 0.00% | −41−13.0% | Reduced |
| Harbor Capital Advisors, Inc. | 309 | $5.00K | 0.00% | −4−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 306 | $5.39K | 0.00% | +183+148.8% | Added |
| Skopos Labs, Inc. | 337 | $5.94K | 0.00% | +337 | New |
| Sterling Capital Management LLC | 345 | $6.08K | 0.00% | +311+914.7% | Added |
| Amalgamated Bank | 372 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 465 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 532 | $9.37K | 0.00% | +532 | New |
| WealthCollab, LLC | 536 | $9.45K | 0.01% | +78+17.0% | Added |
| Signaturefd, LLC | 702 | $12.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 780 | $13.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 929 | $16.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,067 | $18.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,418 | $25.0K | 0.00% | −5,211−78.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,068 | $36.4K | 0.00% | −4,872−70.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,164 | $38.1K | 0.00% | +2,164 | New |
| New York State Common Retirement Fund | 4,591 | $80.9K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 5,354 | $94.3K | 0.00% | −403−7.0% | Reduced |
| Royal Bank of Canada | 5,897 | $104.0K | 0.00% | −453−7.1% | Reduced |
| CWM, LLC | 6,061 | $107.0K | 0.00% | −1,945−24.3% | Reduced |
| MetLife Investment Management | 6,161 | $108.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,215 | $109.5K | 0.00% | +263+4.4% | Added |
| Wells Fargo & Company | 6,459 | $113.8K | 0.00% | +1,227+23.5% | Added |
| Advisors Asset Management, Inc. | 8,305 | $146.3K | 0.00% | −1,129−12.0% | Reduced |
| Citigroup Inc | 8,386 | $147.8K | 0.00% | −1,436−14.6% | Reduced |
| Russell Investments Group, Ltd. | 9,113 | $160.6K | 0.00% | −1,353−12.9% | Reduced |
| Public Employees Retirement System of Ohio | 10,219 | $180.1K | 0.00% | +453+4.6% | Added |
| BNP Paribas Arbitrage, SA | 10,659 | $187.8K | 0.00% | +187+1.8% | Added |
| State of Wyoming | 11,312 | $199.3K | 0.03% | +8,382+286.1% | Added |
| Price T Rowe Associates Inc | 11,382 | $201.0K | 0.00% | −6,496−36.3% | Reduced |
| Nisa Investment Advisors, LLC | 11,442 | $201.6K | 0.00% | +10,967+2,308.8% | Added |
| SEI Investments Co | 12,004 | $211.5K | 0.00% | +9+0.1% | Added |
| Advisory Services Network, LLC | 12,250 | $215.8K | 0.00% | −2,800−18.6% | Reduced |
| Simplex Trading, LLC | 12,885 | $227.0K | 0.01% | +10,551+452.1% | Added |
| Benjamin Edwards Inc | 13,950 | $245.8K | 0.00% | +549+4.1% | Added |
| Barclays PLC | 16,194 | $285.3K | 0.00% | +2,127+15.1% | Added |
| Chickasaw Capital Management LLC | 16,620 | $293.0K | 0.01% | −1,578−8.7% | Reduced |
| Exchange Traded Concepts, LLC | 17,106 | $301.4K | 0.01% | +674+4.1% | Added |
| Engineers Gate Manager LP | 17,333 | $305.4K | 0.01% | −5,920−25.5% | Reduced |
| Amundi | 21,215 | $331.8K | 0.00% | +21,215 | New |
| Inspire Advisors, LLC | 19,363 | $341.2K | 0.04% | +191+1.0% | Added |
| Rhumbline Advisers | 19,838 | $349.5K | 0.00% | +412+2.1% | Added |
| Bridgeway Capital Management, LLC | 20,000 | $352.4K | 0.01% | +20,000 | New |
| Robeco Institutional Asset Management B.V. | 21,250 | $374.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 21,161 | $376.5K | 0.01% | +21,161 | New |
| Campbell & CO Investment Adviser LLC | 26,345 | $464.2K | 0.04% | +26,345 | New |
| Alliancebernstein L.P. | 26,720 | $470.8K | 0.00% | −1,480−5.2% | Reduced |
| Janney Montgomery Scott LLC | 27,729 | $489.0K | 0.00% | −2,947−9.6% | Reduced |
| Deutsche Bank AG | 29,553 | $520.7K | 0.00% | +2,787+10.4% | Added |
| FMR LLC | 29,887 | $526.6K | 0.00% | −899−2.9% | Reduced |
| Nuveen Asset Management, LLC | 30,185 | $531.9K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 32,734 | $576.8K | 0.06% | +32,734 | New |
| Citadel Advisors LLC | 33,158 | $584.2K | 0.00% | +30,112+988.6% | Added |
| Commons Capital, LLC | 38,000 | $669.6K | 0.61% | +10,563+38.5% | Added |
| SummerHaven Investment Management, LLC | 41,157 | $725.2K | 0.45% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 42,112 | $742.0K | 0.00% | −8,315−16.5% | Reduced |
| Millennium Management LLC | 44,096 | $777.0K | 0.00% | −11,795−21.1% | Reduced |
| Prudential Financial Inc | 46,485 | $819.1K | 0.00% | −27,300−37.0% | Reduced |
| Invesco Ltd. | 48,926 | $862.1K | 0.00% | −1,927−3.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 51,396 | $905.6K | 0.00% | −180,332−77.8% | Reduced |
| CWM Advisors, LLC | 54,270 | $956.2K | 0.11% | +5,403+11.1% | Added |
| Bank of New York Mellon Corp | 56,318 | $992.3K | 0.00% | −2,406−4.1% | Reduced |
| Trexquant Investment LP | 58,304 | $1.03M | 0.01% | −47,206−44.7% | Reduced |
| Values First Advisors, Inc. | 61,888 | $1.09M | 0.60% | −2,282−3.6% | Reduced |
| Ameriprise Financial Inc | 64,429 | $1.14M | 0.00% | −1,093−1.7% | Reduced |