MedifastMED

13F holders, Q4 2025 (December 31)
109holders −14
12new positions
27sold out
3famous investors
$10.73avg. 13F price*

At the end of Q4 2025, 109 institutions reported holding Medifast Inc. (MED) in their 13F filings, down 14 from Q3 2025. 12 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($9.8M), Renaissance Technologies ($8.3M) and Charles Schwab Investment Management Inc. ($8.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$3.8M
Exits27$3.7M

All 13F filers, Q3 2025 → Q4 2025: 726,898 shares bought and 1,898,939 shares sold, net −1,172,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 109 holders

BlackRock, Inc. 0.00% Reduce -0.4% 914,793 $9.8M
Renaissance Technologies 0.01% Reduce -2.5% 780,610 $8.3M
Charles Schwab Investment Management Inc. 0.00% Add +30.5% 776,829 $8.3M
Vanguard Group Inc. 0.00% Add +0.0% 711,499 $7.6M
Lido Advisors, LLC 0.02% No change 330,703 $4.0M
Morgan Stanley 0.00% Reduce -43.1% 334,858 $3.6M
Dimensional Fund Advisors LP 0.00% Add +9.3% 326,240 $3.5M
Steamboat Capital Partners, LLC 0.81% New 276,414 $3.0M
Geode Capital Management, LLC 0.00% Reduce -3.4% 247,449 $2.6M
Man Group plc 0.00% Add +10.8% 236,500 $2.5M
State Street Corp. 0.00% Reduce -1.9% 221,700 $2.4M
D. E. Shaw & Co. 0.00% Reduce -16.9% 219,118 $2.3M
American Century Companies Inc. 0.00% Reduce -1.6% 217,822 $2.3M
Goldman Sachs Group Inc. 0.00% Reduce -14.4% 180,863 $1.9M
Acadian Asset Management LLC 0.00% Reduce -60.3% 157,778 $1.7M
AQR Capital Management 0.00% Reduce -57.7% 131,509 $1.4M
Quinn Opportunity Partners LLC 0.06% No change 127,112 $1.4M
Trexquant Investment LP 0.01% Add +88.0% 126,959 $1.4M
Bridgeway Capital Management, LLC 0.03% Reduce -0.5% 117,939 $1.3M
Prescott Group Capital Management, L.L.C. 0.11% Add +39.1% 111,244 $1.2M
Two Sigma Advisers, LP 0.00% Reduce -53.0% 102,900 $1.1M
Peapod Lane Capital LLC 0.92% Add +15.2% 101,567 $1.1M
Bank of America Corp. 0.00% Reduce -78.5% 97,473 $1.0M
Northern Trust Corp. 0.00% Reduce -8.5% 87,662 $936K
Two Sigma Investments, LP 0.00% Reduce -64.9% 80,340 $858K
Divisadero Street Capital Management, LP 0.05% No change 79,839 $853K
Virtus Family Office LLC 0.73% No change 79,060 $844K
Federated Hermes, Inc. 0.00% Reduce -0.9% 65,419 $699K
SummerHaven Investment Management, LLC 0.35% No change 58,056 $620K
JPMorgan Chase & Co. 0.00% Add +0.8% 54,380 $581K
Allianz Asset Management GmbH 0.00% No change 52,859 $565K
Quantinno Capital Management LP 0.00% Add +14.1% 48,807 $521K
Empowered Funds, LLC 0.01% Add +11.1% 44,773 $478K
Victory Capital Management Inc. 0.00% Reduce -30.5% 44,050 $470K
Invesco Ltd. 0.00% Reduce -5.1% 40,438 $432K
FMR LLC 0.00% Add +7.8% 38,401 $410K
Commons Capital, LLC 0.29% No change 38,000 $406K
UBS Group AG 0.00% Add +11.4% 37,607 $402K
Bank of New York Mellon Corp 0.00% Reduce -28.5% 37,256 $398K
Alliancebernstein L.P. 0.00% No change 27,320 $292K
Verition Fund Management LLC 0.00% Add +15.3% 24,842 $265K
Nuveen, LLC 0.00% No change 23,994 $256K
T. Rowe Price Associates Inc. 0.00% Add +24.4% 22,905 $245K
Atom Investors LP 0.02% New 20,802 $222K
Barclays PLC 0.00% Add +10.6% 16,769 $179K
Rhumbline Advisers 0.00% Reduce -16.7% 14,809 $158K
Wells Fargo & Company 0.00% Add +36.9% 14,169 $151K
Centiva Capital, LP 0.01% New 13,885 $148K
SG Americas Securities, LLC 0.00% Reduce -24.0% 13,363 $143K
Brevan Howard Capital Management LP 0.00% New 13,125 $140K
Corient Private Wealth LP 0.00% New 13,039 $139K
Ameriprise Financial Inc. 0.00% Reduce -77.5% 13,019 $139K
Deutsche Bank AG 0.00% Reduce -65.8% 8,625 $92K
PEAK6 LLC 0.00% New 7,426 $79K
Cwm, LLC 0.00% Reduce -55.3% 7,091 $76K
State of Wyoming 0.01% New 5,549 $59K
Citigroup Inc. 0.00% Reduce -89.3% 5,082 $54K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.6% 4,978 $53K
Public Employees Retirement System of Ohio 0.00% Reduce -46.8% 4,959 $53K
New York State Common Retirement Fund 0.00% No change 4,591 $49K
Intesa Sanpaolo Wealth Management 0.01% — 4,430 $47K
Caption Management, LLC 0.00% Reduce -74.7% 4,396 $47K
Russell Investments Group, Ltd. 0.00% Reduce -69.0% 2,994 $32K
BNP Paribas Financial Markets 0.00% Add +23.9% 2,897 $31K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,164 $23K
AlphaQuest LLC 0.00% Reduce -79.5% 2,068 $22K
Pinnacle Wealth Planning Services, Inc. 0.00% New 1,652 $18K
Versant Capital Management, Inc 0.00% Reduce -2.0% 1,389 $15K
Osaic Holdings, Inc. 0.00% Reduce -3.5% 1,372 $15K
Tower Research Capital LLC (TRC) 0.00% Add +4.6% 1,233 $13K
PNC Financial Services Group, Inc. 0.00% Add +1.6% 1,165 $12K
Ameritas Investment Partners, Inc. 0.00% No change 1,067 $11K
Creative Financial Designs Inc. 0.00% No change 1,000 $11K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 969 $10K
Legal & General Group Plc 0.00% No change 929 $10K
Signaturefd, LLC 0.00% Add +31.1% 920 $10K
Essential Partners LLC 0.00% Reduce -57.7% 678 $7K
California State Teachers Retirement System 0.00% Reduce -15.4% 661 $7K
Royal Bank of Canada 0.00% Reduce -96.6% 666 $7K
Sterling Capital Management LLC 0.00% Reduce -16.5% 621 $7K
Jones Financial Companies LLLP 0.00% Add +247.0% 576 $6K
GAMMA Investing LLC 0.00% Reduce -54.2% 559 $6K
Rockefeller Capital Management L.P. 0.00% New 376 $4K
Amalgamated Bank 0.00% Reduce -8.9% 339 $4K
WealthCollab, LLC 0.00% Add +92.6% 339 $4K
Advisors Asset Management, Inc. 0.00% Reduce -1.0% 303 $3K
EverSource Wealth Advisors, LLC 0.00% Reduce -82.8% 181 $2K
Optiver Holding B.V. 0.00% No change 176 $2K
Arax Advisory Partners 0.00% Add +85.8% 11,597 $2K
Los Angeles Capital Management LLC 0.00% New 103 $1K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 100 $1K
Covestor Ltd 0.00% Add +103.5% 59 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -20.2% 83 $886
SBI Securities Co., Ltd. 0.00% Reduce -13.8% 75 $801
Caitlin John, LLC 0.00% Reduce -19.3% 46 $491
Allworth Financial LP 0.00% Reduce -54.8% 42 $449
Private Wealth Management Group, LLC 0.00% No change 41 $438
Comerica Bank 0.00% Add +89.5% 36 $384
Concord Wealth Partners 0.00% No change 33 $352
True Wealth Design, LLC 0.00% Reduce -81.3% 30 $321

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

Show all 109 holders