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 2025
Institutional positions in Medifast Inc as of Sep 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
- 123
- +2 vs. Q2 2025
- Shares held
- 9.23M
- +610.6K (+7.1%) vs. Q2 2025
- Total value
- $126.2M
- +$5.04M (+4.2%) vs. Q2 2025
- New holders
- 19
- 45 more added
- Sold out
- 17
- 24 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Medifast Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 29 | $0 | 0.00% | −36−55.4% | Reduced |
| Global Retirement Partners, LLC | 4 | $58 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $82 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $96 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 8 | $109 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $146 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13 | $178 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 19 | $260 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29 | $397 | 0.00% | +29 | New |
| Principal Securities, Inc. | 31 | $424 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 33 | $451 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 40 | $547 | 0.00% | +40 | Added |
| Huntington National Bank | 40 | $547 | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 41 | $561 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 50 | $684 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $684 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 57 | $783 | 0.00% | +57 | New |
| Farther Finance Advisors, LLC | 64 | $875 | 0.00% | +64 | New |
| TD Private Client Wealth LLC | 66 | $902 | 0.00% | +66 | New |
| SBI Securities Co., Ltd. | 87 | $1.19K | 0.00% | −7−7.4% | Reduced |
| Westside Investment Management, Inc. | 90 | $1.23K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 93 | $1.27K | 0.00% | +88+1,760.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $1.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 160 | $2.19K | 0.00% | +111+226.5% | Added |
| Jones Financial Companies LLLP | 166 | $2.28K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 176 | $2.41K | 0.00% | +86+95.6% | Added |
| Optiver Holding B.V. | 176 | $2.41K | 0.00% | +176 | New |
| Umb Bank N A | 216 | $2.95K | 0.00% | +216 | New |
| Red Tortoise LLC | 218 | $2.98K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 306 | $4.18K | 0.00% | −2,618−89.5% | Reduced |
| Amalgamated Bank | 372 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 702 | $9.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 704 | $9.62K | 0.00% | +34+5.1% | Added |
| Sterling Capital Management LLC | 744 | $10.2K | 0.00% | +440+144.7% | Added |
| California State Teachers Retirement System | 781 | $10.7K | 0.00% | +1+0.1% | Added |
| Legal & General Group Plc | 929 | $12.7K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 969 | $13.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,000 | $13.7K | 0.00% | +1,000 | New |
| EverSource Wealth Advisors, LLC | 1,053 | $14.4K | 0.00% | −159−13.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,067 | $14.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,147 | $15.7K | 0.00% | −854−42.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,179 | $16.1K | 0.00% | −410−25.8% | Reduced |
| GAMMA Investing LLC | 1,220 | $16.7K | 0.00% | +896+276.5% | Added |
| Versant Capital Management, Inc | 1,418 | $19.4K | 0.00% | −233−14.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,422 | $19.5K | 0.00% | +50+3.6% | Added |
| Quarry LP | 1,563 | $21.4K | 0.01% | +1,563 | New |
| Essential Partners LLC | 1,604 | $21.9K | 0.01% | +1,453+962.3% | Added |
| Advisory Services Network, LLC | 1,700 | $23.2K | 0.00% | +1,700 | New |
| Police & Firemen's Retirement System of New Jersey | 2,164 | $29.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,241 | $30.6K | 0.00% | +97+4.5% | Added |
| BNP Paribas Arbitrage, SA | 2,338 | $32.0K | 0.00% | +1,187+103.1% | Added |
| Quantbot Technologies LP | 2,742 | $37.5K | 0.00% | +2,742 | New |
| Walleye Trading LLC | 3,400 | $46.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,591 | $62.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,216 | $71.3K | 0.00% | −1,012−16.2% | Reduced |
| MetLife Investment Management | 6,161 | $84.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,241 | $85.4K | 0.00% | +5,825+1,400.2% | Added |
| Groupe la Francaise | 7,580 | $89.3K | 0.00% | +7,580 | New |
| Public Employees Retirement System of Ohio | 9,317 | $127.4K | 0.00% | −720−7.2% | Reduced |
| Russell Investments Group, Ltd. | 9,663 | $132.1K | 0.00% | −8,695−47.4% | Reduced |
| Quest Partners LLC | 10,113 | $138.2K | 0.01% | +10,058+18,287.3% | Added |
| Wells Fargo & Company | 10,348 | $141.5K | 0.00% | +1,388+15.5% | Added |
| Mercer Global Advisors Inc | 10,535 | $144.0K | 0.00% | +10,535 | New |
| Cerity Partners LLC | 11,190 | $153.0K | 0.00% | +11,190 | New |
| RBF Capital, LLC | 14,895 | $203.6K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 15,161 | $207.3K | 0.00% | −2,627−14.8% | Reduced |
| CWM, LLC | 15,849 | $217.0K | 0.00% | +8,392+112.5% | Added |
| Caption Management, LLC | 17,395 | $237.8K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 17,404 | $237.9K | 0.00% | +522+3.1% | Added |
| Ieq Capital, LLC | 17,514 | $239.4K | 0.00% | +17,514 | New |
| SG Americas Securities, LLC | 17,574 | $240.0K | 0.00% | +8,725+98.6% | Added |
| Rhumbline Advisers | 17,777 | $243.0K | 0.00% | −679−3.7% | Reduced |
| Price T Rowe Associates Inc | 18,405 | $252.0K | 0.00% | +3,612+24.4% | Added |
| Exchange Traded Concepts, LLC | 19,232 | $262.9K | 0.00% | +19,232 | New |
| Royal Bank of Canada | 19,792 | $270.0K | 0.00% | +2,239+12.8% | Added |
| Verition Fund Management LLC | 21,536 | $294.4K | 0.00% | +21,536 | New |
| Nuveen, LLC | 23,994 | $328.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 25,196 | $344.4K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 27,320 | $373.5K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 29,940 | $409.3K | 0.00% | −8,154−21.4% | Reduced |
| UBS Group AG | 33,757 | $461.5K | 0.00% | −77,072−69.5% | Reduced |
| FMR LLC | 35,617 | $486.9K | 0.00% | +420+1.2% | Added |
| Commons Capital, LLC | 38,000 | $519.5K | 0.35% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 39,574 | $541.0K | 0.02% | −20,749−34.4% | Reduced |
| Empowered Funds, LLC | 40,311 | $551.1K | 0.01% | +4,267+11.8% | Added |
| Invesco Ltd. | 42,594 | $582.3K | 0.00% | −2,604−5.8% | Reduced |
| Quantinno Capital Management LP | 42,766 | $584.6K | 0.00% | +19,115+80.8% | Added |
| Citigroup Inc | 47,627 | $651.1K | 0.00% | +1,300+2.8% | Added |
| Bank of New York Mellon Corp | 52,111 | $712.4K | 0.00% | +2,064+4.1% | Added |
| Allianz Asset Management GmbH | 52,859 | $722.6K | 0.00% | +31,017+142.0% | Added |
| JPMorgan Chase & Co | 53,955 | $737.6K | 0.00% | +614+1.2% | Added |
| Ameriprise Financial Inc | 57,836 | $790.6K | 0.00% | −18,965−24.7% | Reduced |
| SummerHaven Investment Management, LLC | 58,056 | $793.6K | 0.46% | +14,830+34.3% | Added |
| Victory Capital Management Inc | 63,414 | $866.9K | 0.00% | +63,414 | New |
| Federated Hermes, Inc. | 66,049 | $902.9K | 0.00% | −10,500−13.7% | Reduced |
| Trexquant Investment LP | 67,520 | $923.0K | 0.01% | −31,086−31.5% | Reduced |
| Virtus Family Office LLC | 79,060 | $1.08M | 1.01% | +2,314+3.0% | Added |
| Divisadero Street Capital Management, LP | 79,839 | $1.09M | 0.05% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 79,969 | $1.09M | 0.12% | 00.0% | Unchanged |