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 2025
Institutional positions in Medifast Inc as of Jun 30, 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
- 121
- −4 vs. Q1 2025
- Shares held
- 8.62M
- +379.3K (+4.6%) vs. Q1 2025
- Total value
- $121.2M
- +$10.0M (+9.0%) vs. Q1 2025
- New holders
- 23
- 45 more added
- Sold out
- 27
- 30 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 4 | $60 | 0.00% | +4 | New |
| Allworth Financial LP | 5 | $71 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $84 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $99 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 8 | $112 | 0.00% | +8 | New |
| Ameritas Advisory Services, LLC | 10 | $141 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 12 | $157 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13 | $183 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 19 | $267 | 0.00% | −154−89.0% | Reduced |
| Tortoise Investment Management, LLC | 25 | $351 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 31 | $436 | 0.00% | +31 | New |
| Concord Wealth Partners | 33 | $464 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 41 | $577 | 0.00% | +29+241.7% | Added |
| True Wealth Design, LLC | 49 | $689 | 0.00% | +9+22.5% | Added |
| Parallel Advisors, LLC | 50 | $703 | 0.00% | +50 | New |
| Rise Advisors, LLC | 50 | $703 | 0.00% | +50 | New |
| Caitong International Asset Management Co., Ltd | 55 | $773 | 0.00% | −227−80.5% | Reduced |
| Quest Partners LLC | 55 | $773 | 0.00% | −180−76.6% | Reduced |
| Covestor Ltd | 65 | $1.00K | 0.00% | −2−3.0% | Reduced |
| Westside Investment Management, Inc. | 90 | $1.26K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 90 | $1.26K | 0.00% | +63+233.3% | Added |
| SBI Securities Co., Ltd. | 94 | $1.32K | 0.00% | −54−36.5% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 100 | $1.41K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 104 | $1.46K | 0.00% | +104 | New |
| Essential Partners LLC | 151 | $2.12K | 0.00% | +151 | New |
| Jones Financial Companies LLLP | 166 | $2.25K | 0.00% | −84−33.6% | Reduced |
| IFP Advisors, Inc | 0 | $2.36K | 0.00% | 0 | Unchanged |
| Red Tortoise LLC | 218 | $3.06K | 0.00% | +85+63.9% | Added |
| Bryn Mawr Trust Co | 274 | $3.85K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 304 | $4.27K | 0.00% | +118+63.4% | Added |
| Raymond James Financial Inc | 307 | $4.31K | 0.00% | +307 | New |
| GAMMA Investing LLC | 324 | $4.55K | 0.00% | +86+36.1% | Added |
| Amalgamated Bank | 372 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 416 | $5.84K | 0.00% | +371+824.4% | Added |
| Harbor Capital Advisors, Inc. | 422 | $6.00K | 0.00% | +71+20.2% | Added |
| Fortitude Family Office, LLC | 670 | $9.41K | 0.00% | +670 | New |
| Signaturefd, LLC | 702 | $9.86K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 780 | $11.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 929 | $13.1K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 969 | $13.6K | 0.00% | +969 | New |
| Ameritas Investment Partners, Inc. | 1,067 | $15.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,151 | $16.2K | 0.00% | −4,002−77.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,212 | $17.0K | 0.00% | +978+417.9% | Added |
| Advisor Group Holdings, Inc. | 1,372 | $19.3K | 0.00% | +1,173+589.4% | Added |
| Tower Research Capital LLC (TRC) | 1,589 | $22.3K | 0.00% | +725+83.9% | Added |
| Versant Capital Management, Inc | 1,651 | $23.2K | 0.00% | +1,029+165.4% | Added |
| The PNC Financial Services Group, Inc. | 2,001 | $28.1K | 0.00% | +1,448+261.8% | Added |
| Nisa Investment Advisors, LLC | 2,144 | $30.1K | 0.00% | +1,688+370.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,164 | $30.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,924 | $41.1K | 0.00% | −3,075−51.3% | Reduced |
| Walleye Trading LLC | 3,400 | $47.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,621 | $64.0K | 0.00% | +4,621 | New |
| New York State Common Retirement Fund | 4,591 | $64.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 5,800 | $81.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 6,161 | $86.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,228 | $87.5K | 0.00% | −278−4.3% | Reduced |
| CWM, LLC | 7,457 | $105.0K | 0.00% | +6,335+564.6% | Added |
| State of Wyoming | 8,183 | $115.0K | 0.01% | −23,954−74.5% | Reduced |
| SG Americas Securities, LLC | 8,849 | $124.0K | 0.00% | −2,450−21.7% | Reduced |
| Wells Fargo & Company | 8,960 | $125.9K | 0.00% | +2,369+35.9% | Added |
| Public Employees Retirement System of Ohio | 10,037 | $141.0K | 0.00% | +298+3.1% | Added |
| Engineers Gate Manager LP | 11,451 | $160.9K | 0.00% | +11,451 | New |
| Prudential Financial Inc | 14,206 | $199.6K | 0.00% | +14,206 | New |
| Chickasaw Capital Management LLC | 14,740 | $207.0K | 0.01% | −1,200−7.5% | Reduced |
| Price T Rowe Associates Inc | 14,793 | $208.0K | 0.00% | +520+3.6% | Added |
| RBF Capital, LLC | 14,895 | $209.3K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 16,882 | $237.2K | 0.00% | −4,655−21.6% | Reduced |
| Caption Management, LLC | 17,395 | $244.4K | 0.02% | +17,395 | New |
| Royal Bank of Canada | 17,553 | $247.0K | 0.00% | +13,905+381.2% | Added |
| Barclays PLC | 17,788 | $249.9K | 0.00% | +6,991+64.7% | Added |
| Russell Investments Group, Ltd. | 18,358 | $253.0K | 0.00% | −1,156−5.9% | Reduced |
| Rhumbline Advisers | 18,456 | $259.3K | 0.00% | −720−3.8% | Reduced |
| State of Wisconsin Investment Board | 21,056 | $295.8K | 0.00% | +21,056 | New |
| Allianz Asset Management GmbH | 21,842 | $306.9K | 0.00% | +21,842 | New |
| Quantinno Capital Management LP | 23,651 | $332.3K | 0.00% | +23,651 | New |
| Nuveen, LLC | 23,994 | $337.1K | 0.00% | −6,191−20.5% | Reduced |
| Algert Global LLC | 24,963 | $350.7K | 0.01% | +24,963 | New |
| Deutsche Bank AG | 25,196 | $354.0K | 0.00% | −2,710−9.7% | Reduced |
| Alliancebernstein L.P. | 27,320 | $383.8K | 0.00% | +600+2.2% | Added |
| Susquehanna International Group, LLP | 29,501 | $414.5K | 0.00% | +16,043+119.2% | Added |
| Amundi | 30,439 | $445.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 35,197 | $494.5K | 0.00% | +7,696+28.0% | Added |
| Empowered Funds, LLC | 36,044 | $506.4K | 0.01% | +36,044 | New |
| Commons Capital, LLC | 38,000 | $533.9K | 0.41% | 00.0% | Unchanged |
| Walleye Capital LLC | 38,094 | $535.2K | 0.00% | +25,473+201.8% | Added |
| SummerHaven Investment Management, LLC | 43,226 | $607.3K | 0.40% | +1,153+2.7% | Added |
| Invesco Ltd. | 45,198 | $635.0K | 0.00% | −3,823−7.8% | Reduced |
| Citigroup Inc | 46,327 | $650.9K | 0.00% | +38,772+513.2% | Added |
| Bank of New York Mellon Corp | 50,047 | $703.2K | 0.00% | +1,250+2.6% | Added |
| JPMorgan Chase & Co | 53,341 | $749.4K | 0.00% | +1,316+2.5% | Added |
| Bridgeway Capital Management, LLC | 57,944 | $814.1K | 0.02% | +36,044+164.6% | Added |
| Susquehanna Fundamental Investments, LLC | 60,323 | $847.5K | 0.02% | −6,147−9.2% | Reduced |
| Federated Hermes, Inc. | 76,549 | $1.08M | 0.00% | −99,221−56.4% | Reduced |
| Virtus Family Office LLC | 76,746 | $1.08M | 1.38% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 76,801 | $1.08M | 0.00% | +6,322+9.0% | Added |
| Divisadero Street Capital Management, LP | 79,839 | $1.12M | 0.08% | +79,839 | New |
| Prescott Group Capital Management, L.L.C. | 79,969 | $1.12M | 0.13% | −30,031−27.3% | Reduced |
| Peapod Lane Capital LLC | 87,194 | $1.23M | 1.23% | +17,994+26.0% | Added |
| Northern Trust Corp | 92,261 | $1.30M | 0.00% | −4,629−4.8% | Reduced |
| Millennium Management LLC | 92,741 | $1.30M | 0.00% | +74,096+397.4% | Added |