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 2025
Institutional positions in Medifast Inc as of Mar 31, 2025. 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
- 125
- −3 vs. Q4 2024
- Shares held
- 8.24M
- −649.5K (−7.3%) vs. Q4 2024
- Total value
- $111.1M
- −$45.5M (−29.1%) vs. Q4 2024
- New holders
- 21
- 37 more added
- Sold out
- 24
- 41 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 52 | $0 | 0.00% | +52 | New |
| Larson Financial Group LLC | 3 | $40 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $79 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $108 | 0.00% | 0 | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $124 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $145 | 0.00% | −2−14.3% | Reduced |
| Private Wealth Management Group, LLC | 12 | $162 | 0.00% | +12 | New |
| Creekmur Asset Management LLC | 13 | $175 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 16 | $216 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 17 | $231 | 0.00% | −10−37.0% | Reduced |
| GWM Advisors LLC | 22 | $297 | 0.00% | +22 | New |
| Tortoise Investment Management, LLC | 25 | $337 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 27 | $364 | 0.00% | −509−95.0% | Reduced |
| Concord Wealth Partners | 33 | $445 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 35 | $472 | 0.00% | +35 | New |
| True Wealth Design, LLC | 40 | $540 | 0.00% | −75−65.2% | Reduced |
| PSI Advisors, LLC | 45 | $607 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 45 | $607 | 0.00% | +2+4.7% | Added |
| MAI Capital Management | 61 | $826 | 0.00% | +61 | New |
| Parkside Financial Bank & Trust | 70 | $944 | 0.00% | +70 | New |
| Covestor Ltd | 67 | $1.00K | 0.00% | −27−28.7% | Reduced |
| Westside Investment Management, Inc. | 90 | $1.21K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $1.21K | 0.00% | +20+28.6% | Added |
| Armstrong Advisory Group, Inc | 83 | $1.46K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 111 | $1.50K | 0.00% | +111 | New |
| Red Tortoise LLC | 133 | $1.79K | 0.00% | +133 | New |
| SBI Securities Co., Ltd. | 148 | $2.00K | 0.00% | +11+8.0% | Added |
| Comerica Bank | 173 | $2.33K | 0.00% | +173 | New |
| Skopos Labs, Inc. | 173 | $2.33K | 0.00% | −164−48.7% | Reduced |
| Sterling Capital Management LLC | 186 | $2.51K | 0.00% | −159−46.1% | Reduced |
| Advisor Group Holdings, Inc. | 199 | $2.68K | 0.00% | −25−11.2% | Reduced |
| EverSource Wealth Advisors, LLC | 234 | $3.15K | 0.00% | +17+7.8% | Added |
| Quest Partners LLC | 235 | $3.17K | 0.00% | +235 | New |
| GAMMA Investing LLC | 238 | $3.21K | 0.00% | +141+145.4% | Added |
| Jones Financial Companies LLLP | 250 | $3.46K | 0.00% | +166+197.6% | Added |
| Bryn Mawr Trust Co | 274 | $3.69K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 282 | $3.80K | 0.00% | +224+386.2% | Added |
| Kestra Advisory Services, LLC | 323 | $4.35K | 0.00% | +323 | New |
| Amalgamated Bank | 372 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 351 | $5.00K | 0.00% | +42+13.6% | Added |
| Nisa Investment Advisors, LLC | 456 | $6.15K | 0.00% | −10,986−96.0% | Reduced |
| The PNC Financial Services Group, Inc. | 553 | $7.46K | 0.00% | +247+80.7% | Added |
| Versant Capital Management, Inc | 622 | $8.38K | 0.00% | +90+16.9% | Added |
| Signaturefd, LLC | 702 | $9.46K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 780 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 864 | $11.6K | 0.00% | −1,204−58.2% | Reduced |
| Legal & General Group Plc | 929 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,067 | $14.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,122 | $15.0K | 0.00% | −4,939−81.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,164 | $29.2K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,400 | $45.8K | 0.00% | +3,400 | New |
| Royal Bank of Canada | 3,648 | $49.0K | 0.00% | −2,249−38.1% | Reduced |
| New York State Common Retirement Fund | 4,591 | $61.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,153 | $69.5K | 0.00% | −5,506−51.7% | Reduced |
| Corebridge Financial, Inc. | 5,275 | $71.1K | 0.00% | −79−1.5% | Reduced |
| STRS Ohio | 5,800 | $78.2K | 0.00% | +5,800 | New |
| Advisors Asset Management, Inc. | 5,999 | $80.9K | 0.00% | −2,306−27.8% | Reduced |
| MetLife Investment Management | 6,161 | $83.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,506 | $87.7K | 0.00% | +291+4.7% | Added |
| Wells Fargo & Company | 6,591 | $88.8K | 0.00% | +132+2.0% | Added |
| Citigroup Inc | 7,555 | $101.8K | 0.00% | −831−9.9% | Reduced |
| Public Employees Retirement System of Ohio | 9,739 | $131.3K | 0.00% | −480−4.7% | Reduced |
| Barclays PLC | 10,797 | $145.5K | 0.00% | −5,397−33.3% | Reduced |
| Inspire Advisors, LLC | 11,013 | $148.5K | 0.02% | −8,350−43.1% | Reduced |
| SG Americas Securities, LLC | 11,299 | $152.0K | 0.00% | +11,299 | New |
| Advisory Services Network, LLC | 12,250 | $165.1K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 12,621 | $170.1K | 0.00% | +12,621 | New |
| Wolverine Trading, LLC | 13,044 | $180.4K | 0.01% | −8,117−38.4% | Reduced |
| Susquehanna International Group, LLP | 13,458 | $181.4K | 0.00% | −148,332−91.7% | Reduced |
| Price T Rowe Associates Inc | 14,273 | $193.0K | 0.00% | +2,891+25.4% | Added |
| Campbell & CO Investment Adviser LLC | 14,420 | $194.4K | 0.01% | −11,925−45.3% | Reduced |
| RBF Capital, LLC | 14,895 | $200.8K | 0.01% | +14,895 | New |
| Chickasaw Capital Management LLC | 15,940 | $215.0K | 0.01% | −680−4.1% | Reduced |
| Exchange Traded Concepts, LLC | 17,491 | $235.8K | 0.00% | +385+2.3% | Added |
| Dark Forest Capital Management LP | 17,615 | $237.4K | 0.01% | +17,615 | New |
| Millennium Management LLC | 18,645 | $251.3K | 0.00% | −25,451−57.7% | Reduced |
| Rhumbline Advisers | 19,176 | $258.5K | 0.00% | −662−3.3% | Reduced |
| Russell Investments Group, Ltd. | 19,514 | $266.6K | 0.00% | +10,401+114.1% | Added |
| Robeco Institutional Asset Management B.V. | 21,250 | $286.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 21,537 | $290.3K | 0.00% | +21,537 | New |
| Bridgeway Capital Management, LLC | 21,900 | $295.2K | 0.01% | +1,900+9.5% | Added |
| Benjamin Edwards Inc | 24,419 | $329.2K | 0.00% | +10,469+75.0% | Added |
| Alliancebernstein L.P. | 26,720 | $360.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 27,501 | $370.7K | 0.00% | −2,386−8.0% | Reduced |
| Deutsche Bank AG | 27,906 | $376.2K | 0.00% | −1,647−5.6% | Reduced |
| Amundi | 30,439 | $397.5K | 0.00% | +9,224+43.5% | Added |
| Nuveen, LLC | 30,185 | $406.9K | 0.00% | +30,185 | New |
| State of Wyoming | 32,137 | $433.2K | 0.06% | +20,825+184.1% | Added |
| Trexquant Investment LP | 35,537 | $479.0K | 0.01% | −22,767−39.0% | Reduced |
| Cresset Asset Management, LLC | 35,563 | $479.4K | 0.00% | −6,549−15.6% | Reduced |
| Commons Capital, LLC | 38,000 | $512.2K | 0.47% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 42,073 | $567.1K | 0.40% | +916+2.2% | Added |
| Bank of New York Mellon Corp | 48,797 | $657.8K | 0.00% | −7,521−13.4% | Reduced |
| Invesco Ltd. | 49,021 | $660.8K | 0.00% | +95+0.2% | Added |
| JPMorgan Chase & Co | 52,025 | $701.3K | 0.00% | −65,132−55.6% | Reduced |
| Citadel Advisors LLC | 56,662 | $763.8K | 0.00% | +23,504+70.9% | Added |
| Values First Advisors, Inc. | 64,228 | $868.5K | 0.51% | +2,340+3.8% | Added |
| UBS Group AG | 66,196 | $892.3K | 0.00% | −25,986−28.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 66,470 | $896.0K | 0.02% | +66,470 | New |
| Peapod Lane Capital LLC | 69,200 | $932.8K | 1.05% | +69,200 | New |