MedifastMED

13F holders, Q1 2024 (March 31)
186holders
6famous investors
$38.32avg. 13F price*

At the end of Q1 2024, 186 institutions reported holding Medifast Inc. (MED) in their 13F filings. The largest holders were BlackRock Inc. ($67.1M), Pacer Advisors, Inc. ($48.3M) and Vanguard Group Inc. ($47.3M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Medifast Inc.
CUSIP
58470H101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 186Q1 2024Q2 2024: 158Q2 2024Q3 2024: 140Q3 2024Q4 2024: 129Q4 2024Q1 2025: 124Q1 2025Q2 2025: 120Q2 2025Q3 2025: 123Q3 2025Q4 2025: 109Q4 2025Q1 2026: 112Q1 2026Q2 2026: 112Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions25$12.2M
Exits54$36.4M

Ownership 186 holders

BlackRock Inc. 0.00% Reduce -2.9% 1,751,913 $67.1M
Pacer Advisors, Inc. 0.11% Add +140.9% 1,259,369 $48.3M
Vanguard Group Inc. 0.00% Reduce -26.9% 1,233,120 $47.3M
Renaissance Technologies 0.05% Add +5.2% 797,123 $30.5M
Invesco Ltd. 0.00% Add +525.7% 550,145 $21.1M
State Street Corp. 0.00% Add +0.5% 429,660 $16.5M
Morgan Stanley 0.00% Add +58.0% 424,700 $16.3M
Millennium Management 0.01% Add +603.3% 300,497 $11.5M
Dimensional Fund Advisors LP 0.00% Reduce -6.5% 290,523 $11.1M
Hotchkis & Wiley Capital Management LLC 0.04% Add +72.4% 288,370 $11.1M
Geode Capital Management, LLC 0.00% Add +5.2% 259,557 $9.9M
Man Group plc 0.02% Reduce -2.1% 213,656 $8.2M
Charles Schwab Investment Management Inc. 0.00% Add +11.8% 208,229 $8.0M
Citadel Advisors 0.01% Reduce -11.9% 204,572 $7.8M
AQR Capital Management 0.01% Add +62.4% 179,282 $6.9M
Jacobs Levy Equity Management, Inc. 0.03% Add +34.7% 174,335 $6.7M
Arrowstreet Capital, Limited Partnership 0.01% Add +257.9% 169,598 $6.5M
American Century Companies Inc. 0.00% Add +21.0% 169,262 $6.5M
UBS Group AG 0.00% Add +34.5% 123,801 $4.7M
Northern Trust Corp. 0.00% Reduce -5.0% 119,251 $4.6M
Bank of New York Mellon Corp 0.00% Reduce -44.3% 112,088 $4.3M
D. E. Shaw & Co. 0.00% Add +79.3% 91,885 $3.5M
Ameriprise Financial Inc. 0.00% Reduce -5.4% 86,360 $3.3M
Bank of America Corp. 0.00% Add +306.5% 86,030 $3.3M
PEAK6 Investments LLC 0.15% Add +159.2% 82,437 $3.2M
Goldman Sachs Group Inc. 0.00% Add +96.0% 73,734 $2.8M
Campbell & CO Investment Adviser LLC 0.23% New 68,626 $2.6M
Principal Financial Group Inc. 0.00% Reduce -1.6% 64,183 $2.5M
First Trust Advisors LP 0.00% Reduce -85.9% 56,069 $2.1M
Qube Research & Technologies Ltd 0.00% Add +1658.2% 55,751 $2.1M
Nordea Investment Management AB 0.00% Reduce -0.4% 47,587 $1.8M
Robeco Institutional Asset Management B.V. 0.00% Reduce -0.1% 45,476 $1.7M
Rhumbline Advisers 0.00% Add +11.5% 44,150 $1.7M
Alliancebernstein L.P. 0.00% Reduce -2.9% 43,748 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Add +249.2% 42,893 $1.6M
Trexquant Investment LP 0.03% New 42,607 $1.6M
Federated Hermes, Inc. 0.00% Add +160488.5% 41,753 $1.6M
Citigroup Inc. 0.00% Add +518.0% 38,800 $1.5M
Walleye Capital LLC 0.02% New 36,650 $1.4M
Inspire Advisors, LLC 0.18% Add +66.4% 33,095 $1.3M
Cresset Asset Management, LLC 0.01% Add +108.2% 33,021 $1.3M
Legal & General Group Plc 0.00% Reduce -0.4% 32,111 $1.2M
Barclays PLC 0.00% Add +53.4% 31,364 $1.2M
Nuveen Asset Management, LLC 0.00% Reduce -42.8% 30,185 $1.2M
Summit Street Capital Management, LLC 0.43% No change 29,500 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -42.8% 27,072 $1.0M
Virtus Family Office LLC 1.64% Add +6.0% 26,778 $1.0M
Deutsche Bank AG 0.00% Reduce -40.5% 26,650 $1.0M
Denali Advisors LLC 0.30% Add +21.1% 26,413 $1.0M
WINTON GROUP Ltd 0.07% Add +314.9% 25,496 $977K
Twinbeech Capital LP 0.02% New 25,329 $971K
JPMorgan Chase & Co. 0.00% Reduce -64.5% 25,263 $968K
Occudo Quantitative Strategies LP 0.16% New 23,993 $919K
Public Sector Pension Investment Board 0.01% No change 22,607 $866K
Values First Advisors, Inc. 0.48% Add +1.2% 21,506 $824K
Swiss National Bank 0.00% No change 21,500 $824K
Burney Co./ 0.03% New 20,064 $769K
New York State Teachers Retirement System 0.00% No change 19,293 $739K
Jane Street Group, LLC 0.00% Reduce -20.1% 18,597 $713K
Chickasaw Capital Management LLC 0.03% Reduce -3.7% 18,198 $697K
New York State Common Retirement Fund 0.00% Reduce -16.3% 17,911 $686K
Bridgewater Associates 0.00% Reduce -12.3% 17,461 $669K
Aviva PLC 0.00% Add +83.2% 16,656 $638K
AXA S.A. 0.00% Reduce -4.0% 16,575 $635K
Acadian Asset Management LLC 0.00% New 16,105 $616K
Baird Financial Group, Inc. 0.00% Reduce -7.5% 15,081 $578K
Vestcor Inc 0.02% Reduce -35.0% 15,023 $576K
STRS Ohio 0.00% Add +76.8% 14,500 $555K
Russell Investments Group, Ltd. 0.00% Reduce -10.9% 14,461 $554K
Lombard Odier Asset Management (USA) Corp 0.08% New 14,448 $554K
BNP Paribas Financial Markets 0.00% Reduce -21.5% 14,290 $548K
Versor Investments LP 0.11% Add +74.3% 13,943 $534K
T. Rowe Price Associates Inc. 0.00% Add +21.8% 13,828 $530K
Quantbot Technologies LP 0.03% Add +160.1% 13,628 $522K
Canada Pension Plan Investment Board 0.00% No change 13,100 $502K
Credit Suisse AG/ 0.00% No change 12,622 $484K
Mariner, LLC 0.00% New 12,420 $476K
Prudential Financial Inc. 0.00% Reduce -85.2% 12,414 $476K
State of Tennessee, Department of Treasury 0.00% Reduce -26.4% 11,596 $444K
ClearAlpha Technologies LP 0.19% New 11,571 $443K
Voya Investment Management LLC 0.00% Reduce -2.4% 10,969 $420K
Commonwealth Equity Services, LLC 0.00% Add +126.4% 10,971 $420K
California State Teachers Retirement System 0.00% Reduce -5.2% 10,880 $417K
Sei Investments Co. 0.00% Add +37.1% 10,823 $415K
DGS Capital Management, LLC 0.11% New 10,477 $401K
TD Asset Management Inc 0.00% Add +8.3% 10,400 $399K
Nebula Research & Development LLC 0.08% New 9,617 $369K
Exchange Traded Concepts, LLC 0.01% Reduce -49.0% 9,529 $365K
CANADA LIFE ASSURANCE Co 0.00% Reduce -6.3% 9,448 $362K
Optimist Retirement Group LLC 0.18% Reduce -52.9% 9,404 $360K
Thrivent Financial for Lutherans 0.00% Reduce -3.7% 9,349 $358K
Texas Permanent School Fund Corp. 0.00% Reduce -0.9% 9,326 $357K
Inspire Investing, LLC 0.04% Reduce -45.6% 9,271 $355K
Susquehanna International Group, LLP 0.00% Add +174.6% 9,181 $352K
Franklin Resources Inc. 0.00% Add +37.1% 9,140 $350K
Aviance Capital Partners, LLC 0.05% Add +21.0% 8,676 $332K
Kendall Capital Management 0.11% Reduce -8.0% 8,330 $319K
Royal Bank of Canada 0.00% Reduce -44.6% 8,268 $316K
LSV Asset Management 0.00% No change 8,100 $310K
Creative Planning 0.00% New 8,055 $309K
SummerHaven Investment Management, LLC 0.19% Add +2.1% 7,969 $305K
Prairiewood Capital, LLC 0.13% Add +26.7% 7,215 $276K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -39.2% 7,121 $273K
Illinois Municipal Retirement Fund 0.00% Add +10.3% 6,589 $252K
State of Alaska, Department of Revenue 0.00% Reduce -2.0% 6,566 $251K
Graham Capital Management, L.P. 0.01% New 6,290 $241K
Virtu Financial LLC 0.02% New 5,975 $229K
Meeder Asset Management Inc. 0.01% Reduce -47.5% 5,866 $225K
American International Group, Inc. 0.00% Reduce -1.0% 5,792 $222K
Two Sigma Advisers, LP 0.00% Reduce -44.5% 5,600 $215K
MetLife Investment Management, LLC 0.00% No change 5,560 $213K
US Bancorp \de 0.00% Reduce -2.3% 5,437 $208K
Janus Henderson Group PLC 0.00% Reduce -57.3% 5,360 $205K
Guggenheim Capital LLC 0.00% Reduce -28.0% 5,346 $205K
Louisiana State Employees Retirement System 0.00% Reduce -3.6% 5,300 $203K
Wells Fargo & Company 0.00% Reduce -22.9% 4,874 $187K
Comerica Bank 0.00% Reduce -3.8% 4,812 $184K
Tower Research Capital LLC (TRC) 0.00% Add +12.8% 4,228 $162K
Teachers Retirement System of the State of Kentucky 0.00% No change 3,585 $137K
Amalgamated Bank 0.00% Reduce -24.8% 3,533 $135K
Gladius Capital Management LP 0.12% New 3,159 $121K
Nisa Investment Advisors, LLC 0.00% Reduce -30.9% 3,124 $120K
New Vernon Capital Holdings II LLC 0.06% No change 3,087 $118K
Swedbank AB 0.00% No change 3,000 $115K
Rowlandmiller & Partners.adv 0.02% Reduce -55.6% 2,976 $114K
Oregon Public Employees Retirement Fund 0.00% Reduce -9.4% 2,890 $111K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,628 $101K
Osaic Holdings, Inc. 0.00% Add +39.1% 2,033 $78K
PNC Financial Services Group, Inc. 0.00% Add +39.1% 1,587 $61K
Quadrant Capital Group LLC 0.00% Add +1604.4% 1,551 $59K
FMR LLC 0.00% Reduce -21.8% 1,474 $56K
Public Employees Retirement Association of Colorado 0.00% No change 1,449 $56K
nVerses Capital, LLC 0.10% New 1,100 $42K
Ameritas Investment Partners, Inc. 0.00% No change 1,067 $41K
State of Wyoming 0.01% Reduce -54.4% 1,032 $40K
Cwm, LLC 0.00% Add +75.8% 995 $38K
Toth Financial Advisory Corp. 0.00% No change 840 $32K
Banque Cantonale Vaudoise 0.00% Add +8.9% 841 $32K
WealthCollab, LLC 0.02% Add +411.7% 788 $30K
Signaturefd, LLC 0.00% Add +3.4% 767 $29K
First Manhattan Co. Llc. 0.00% No change 700 $27K
Metropolitan Life Insurance Co 0.00% No change 601 $23K
Truvestments Capital LLC 0.01% Reduce -31.6% 460 $18K
Public Employees Retirement System of Ohio 0.00% Add +32.1% 449 $17K
Quarry LP 0.01% New 385 $15K
Eukles Asset Management 0.01% Reduce -68.4% 362 $14K
Riverview Trust Co 0.01% New 321 $12K
Covestor Ltd 0.01% Add +110.7% 295 $12K
EverSource Wealth Advisors, LLC 0.00% Add +2607.1% 379 $10K
IFP Advisors, Inc 0.00% Reduce -7.2% 257 $10K
Harbour Investments, Inc. 0.00% Reduce -0.5% 215 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +631.8% 161 $6K
Sandy Spring Bank 0.00% No change 160 $6K
Avior Wealth Management, LLC 0.00% New 157 $6K
Armstrong Advisory Group, Inc. 0.00% No change 83 $6K
Plato Investment Management Ltd 0.00% No change 133 $5K
Pineridge Advisors LLC 0.00% No change 132 $5K
Scarborough Advisors, LLC 0.00% No change 97 $4K
GAMMA Investing LLC 0.00% Add +200.0% 84 $3K
Huntington National Bank 0.00% New 82 $3K
Bessemer Group Inc. 0.00% New 79 $3K
Lindbrook Capital, LLC 0.00% Add +200.0% 69 $3K
TD Waterhouse Canada Inc. 0.00% No change 67 $2K
Caitlin John, LLC 0.00% No change 57 $2K
PSI Advisors, LLC 0.00% Reduce -16.7% 45 $2K
Concord Wealth Partners 0.00% New 33 $1K
Lowe Wealth Advisors, LLC 0.00% No change 30 $1K
Private Wealth Management Group, LLC 0.00% Add +328.6% 30 $1K
Fifth Third Bancorp 0.00% Reduce -50.0% 30 $1K
Tortoise Investment Management, LLC 0.00% No change 25 $958
Versant Capital Management, Inc 0.00% Add +666.7% 23 $881
M&R Capital Management Inc. 0.00% No change 14 $520
Creekmur Asset Management LLC 0.00% No change 13 $498
Headlands Technologies LLC 0.00% Reduce -96.2% 8 $307
Farmers & Merchants Investments Inc. 0.00% No change 8 $307
Farther Finance Advisors, LLC 0.00% Reduce -42.9% 8 $300
Your Advocates Ltd., LLP 0.00% No change 7 $275
Glass Jacobson Investment Advisors llc 0.00% No change 7 $269
First Horizon Advisors, Inc. 0.00% No change 7 $268
National Bank of Canada 0.00% Reduce -88.9% 10 $249
Toronto Dominion Bank 0.00% New 5 $192
Parkside Financial Bank & Trust 0.00% Add +150.0% 5 $192
Global Retirement Partners, LLC 0.00% Reduce -63.6% 4 $163
Abound Wealth Management 0.00% No change 3 $115
Kelly Financial Services LLC 0.00% No change 2 $88
AlphaQuest LLC 0.00% New 1 $38

"% of holder's portfolio" is MED's weight in each manager's 13F, not the share of Medifast Inc. the manager owns.