MEDIFAST INC (MED)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
117
Reporting holders
$109.3M
Reported value
77.0%
Of shares outstanding
16.4%
Held as options
+3
Holder change
Institutions report 8,604,794 shares against 11,180,703 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | $8.3M | 778,610 | 0.01% | 31q | +0.6%+$52.0K |
| Steamboat Capital Partners, LLC | $7.5M | 706,699 | 1.60% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.2M | options only | 0.00% | 31q | OPTIONS |
| TWO SIGMA INVESTMENTS, LP | $5.1M | 481,381 | 0.00% | 9q | +42.4%+$1.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.7M | 446,614 | 0.00% | 2q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.2M | 396,996 | 0.00% | 31q | -37.1%-$2.5M |
| Sixth Street Partners Management Company, L.P. | $4.2M | 396,996 | 0.00% | new | NEW |
| BlackRock, Inc. | $3.9M | 369,503 | 0.00% | 8q | -60.9%-$6.1M |
| DIMENSIONAL FUND ADVISORS LP | $3.9M | 363,394 | 0.00% | 31q | HELD |
| CITADEL ADVISORS LLC | $3.8M | 56,350 | 0.00% | 31q | HELD |
| AMERICAN CENTURY COMPANIES INC | $3.4M | 318,911 | 0.00% | 26q | +42.2%+$1.0M |
| MORGAN STANLEY | $3.1M | 292,508 | 0.00% | 35q | -10.1%-$348.1K |
| GROUP ONE TRADING LLC | $3.1M | options only | 0.00% | 9q | OPTIONS |
| IMC-Chicago, LLC | $2.6M | options only | 0.00% | 10q | OPTIONS |
| GOLDMAN SACHS GROUP INC | $2.6M | 243,085 | 0.00% | 31q | +58.7%+$954.0K |
| MARSHALL WACE, LLP | $2.6M | 241,649 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $2.5M | 236,434 | 0.00% | 25q | +62.4%+$964.0K |
| Peapod Lane Capital LLC | $2.4M | 222,576 | 1.59% | 6q | +1.6%+$37.3K |
| Lido Advisors, LLC | $2.3M | 220,337 | 0.01% | 4q | +20.4%+$395.8K |
| Trexquant Investment LP | $2.3M | 212,684 | 0.01% | 10q | +18.1%+$345.9K |
| JANE STREET GROUP, LLC | $1.7M | 164,881 | 0.00% | 17q | +30.4%+$408.2K |
| COMMONS CAPITAL, LLC | $1.6M | 149,916 | 1.11% | 9q | +294.5%+$1.2M |
| Quinn Opportunity Partners LLC | $1.3M | 127,112 | 0.06% | 8q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $1.3M | 121,071 | 0.00% | 31q | -52.2%-$1.4M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.2M | 117,078 | 0.02% | 7q | -25.5%-$424.4K |
| SIMPLEX TRADING, LLC | $1.2M | options only | 0.00% | 19q | OPTIONS |
| Walleye Trading LLC | $1.2M | 3,400 | 0.00% | 2q | HELD |
| RBF Capital, LLC | $1.2M | 109,000 | 0.05% | new | NEW |
| JPMORGAN CHASE & CO | $989.9K | 92,512 | 0.00% | 31q | +6.1%+$57.1K |
| D. E. Shaw & Co., Inc. | $979.8K | 92,345 | 0.00% | 19q | -42.5%-$723.8K |
| BANK OF AMERICA CORP /DE/ | $924.3K | 87,118 | 0.00% | 31q | -1.9%-$17.6K |
| Quantinno Capital Management LP | $880.6K | 82,997 | 0.00% | 5q | +47.8%+$284.8K |
| Divisadero Street Capital Management, LP | $847.1K | 79,839 | 0.02% | 5q | HELD |
| Virtus Family Office LLC | $838.8K | 79,060 | 0.66% | 16q | HELD |
| TUDOR INVESTMENT CORP ET AL | $806.7K | 76,031 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $783.8K | 73,878 | 0.00% | 31q | +248.3%+$558.8K |
| FEDERATED HERMES, INC. | $738.5K | 69,605 | 0.00% | 31q | +8.9%+$60.3K |
| Empowered Funds, LLC | $701.4K | 66,105 | 0.00% | 5q | -7.7%-$58.1K |
| VANGUARD FIDUCIARY TRUST CO | $672.0K | 63,337 | 0.00% | 2q | -5.5%-$39.3K |
| Atom Investors LP | $659.1K | 62,119 | 0.06% | 3q | +1.7%+$11.1K |
| STATE STREET CORP | $555.1K | 52,319 | 0.00% | 31q | -76.5%-$1.8M |
| GREAT LAKES ADVISORS, LLC | $547.6K | 51,611 | 0.00% | new | NEW |
| UBS Group AG | $532.9K | 50,223 | 0.00% | 31q | +263.1%+$386.1K |
| Engineers Gate Manager LP | $528.7K | 49,829 | 0.01% | 2q | +25.9%+$108.7K |
| MILLENNIUM MANAGEMENT LLC | $508.3K | 47,906 | 0.00% | new | NEW |
| SummerHaven Investment Management, LLC | $507.5K | 47,835 | 0.27% | 8q | HELD |
| Centiva Capital, LP | $471.4K | 44,432 | 0.00% | 3q | +101.8%+$237.8K |
| Susquehanna Portfolio Strategies, LLC | $443.3K | 41,777 | 0.01% | new | NEW |
| Jump Financial, LLC | $429.7K | 40,500 | 0.00% | 2q | -55.4%-$534.5K |
| VICTORY CAPITAL MANAGEMENT INC | $378.3K | 35,655 | 0.00% | 4q | +3.9%+$14.4K |
| Jain Global LLC | $373.7K | 35,223 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $356.1K | 33,564 | 0.00% | 2q | +228.5%+$247.7K |
| PDT Partners, LLC | $347.5K | 32,756 | 0.02% | 2q | +6.6%+$21.6K |
| PEAK6 LLC | $333.2K | options only | 0.00% | 5q | OPTIONS |
| XTX Topco Ltd | $325.2K | 30,654 | 0.00% | new | NEW |
| Marquette Asset Management, LLC | $318.7K | 30,038 | 0.04% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $308.8K | 29,108 | 0.00% | 2q | -85.6%-$1.8M |
| NORTHERN TRUST CORP | $294.5K | 27,756 | 0.00% | 31q | -70.0%-$687.9K |
| Chico Wealth RIA | $222.8K | 21,000 | 0.12% | new | NEW |
| Point72 Asset Management, L.P. | $222.8K | 20,999 | 0.00% | new | NEW |
| Walleye Capital LLC | $214.9K | 1,452 | 0.00% | 2q | +145100.0%+$214.7K |
| Squarepoint Ops LLC | $213.7K | 20,140 | 0.00% | new | NEW |
| State of Wyoming | $197.3K | 18,594 | 0.02% | 3q | +179.8%+$126.8K |
| Brevan Howard Capital Management LP | $159.4K | 15,025 | 0.00% | new | NEW |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $146.8K | 13,834 | 0.11% | new | NEW |
| Invesco Ltd. | $141.3K | 13,315 | 0.00% | 31q | -59.4%-$206.5K |
| Schonfeld Strategic Advisors LLC | $131.2K | 12,367 | 0.00% | 2q | -70.9%-$320.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $114.5K | 10,683 | 0.00% | 2q | +3.7%+$4.1K |
| IEQ CAPITAL, LLC | $114.0K | 10,740 | 0.00% | new | NEW |
| Verdad Advisers, LP | $108.6K | 10,234 | 0.10% | 2q | -22.2%-$30.9K |
| Arax Advisory Partners | $79.3K | 7,470 | 0.00% | 9q | +860.2%+$71.0K |
| Ancora Advisors LLC | $74.9K | 7,060 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $68.8K | 6,485 | 0.00% | 31q | -55.6%-$86.1K |
| Tower Research Capital LLC (TRC) | $64.9K | 6,120 | 0.00% | 26q | +398.4%+$51.9K |
| Russell Investments Group, Ltd. | $49.8K | 4,692 | 0.00% | 31q | +54.8%+$17.6K |
| Vanguard Global Advisers, LLC | $41.6K | 3,922 | 0.00% | 2q | HELD |
| FMR LLC | $29.0K | 2,730 | 0.00% | 31q | +5.9%+$1.6K |
| WELLS FARGO & COMPANY/MN | $23.5K | 2,217 | 0.00% | 31q | -81.6%-$104.6K |
| PNC Financial Services Group, Inc. | $14.7K | 1,386 | 0.00% | 31q | +133.3%+$8.4K |
| OSAIC HOLDINGS, INC. | $14.5K | 1,370 | 0.00% | 26q | HELD |
| Integrated Wealth Concepts LLC | $11.3K | 1,064 | 0.00% | new | NEW |
| GAMMA Investing LLC | $11.1K | 1,042 | 0.00% | 11q | +15.1%+$1.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $10.6K | 1,000 | 0.00% | 4q | HELD |
| BARCLAYS PLC | $8.8K | 825 | 0.00% | 31q | -57.2%-$11.7K |
| SIGNATUREFD, LLC | $7.4K | 697 | 0.00% | 20q | -24.2%-$2.4K |
| Pinnacle Wealth Planning Services, Inc. | $6.7K | 631 | 0.00% | 3q | -21.5%-$1.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.4K | 601 | 0.00% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $6.1K | 576 | 0.00% | 9q | -5.9% |
| Allworth Financial LP | $5.5K | 523 | 0.00% | 5q | +131.4%+$3.2K |
| C M BIDWELL & ASSOCIATES LTD | $5.3K | 497 | 0.00% | new | NEW |
| IFP Advisors, Inc | $4.7K | 439 | 0.00% | 7q | +213.6%+$3.2K |
| Versant Capital Management, Inc | $3.3K | 310 | 0.00% | 7q | +19.7% |
| EverSource Wealth Advisors, LLC | $2.9K | 274 | 0.00% | 11q | +72.3%+$1.2K |
| Advisors Asset Management, Inc. | $1.3K | 120 | 0.00% | 21q | -55.4%-$1.6K |
| GILL CAPITAL PARTNERS, LLC | $1.1K | 108 | 0.00% | 2q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $1.1K | 100 | 0.00% | 5q | HELD |
| True Wealth Design, LLC | $955 | 90 | 0.00% | 8q | +91.5% |
| Essential Partners LLC | $859 | 81 | 0.00% | 5q | -87.2%-$5.9K |
| SBI Securities Co., Ltd. | $849 | 80 | 0.00% | 7q | +6.7% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $775 | 73 | 0.00% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-21 | 13D/A | Steamboat Capital Partners, LLCwith 1 co-filers | 7.1% |
| 2026-08-14 | 13G/A | Kenneth Griffinwith 6 co-filers | 2.6% |
| 2026-08-14 | 13G | Susquehanna Portfolio Strategies, LLCwith 1 co-filers | 5.3% |
| 2026-08-12 | 13G/A | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.6% |
| 2026-07-29 | 13G/A | BlackRock, Inc. | 2.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 117 | $109.3M | 8,604,794 | 26 | 41 | 27 | 16.4% |
| Q1 2026 | 114 | $110.9M | 8,581,721 | 22 | 30 | 31 | 21.1% |
| Q4 2025 | 107 | $102.4M | 7,873,264 | 11 | 21 | 41 | 17.4% |
| Q3 2025 | 124 | $155.3M | 8,837,511 | 19 | 38 | 24 | 22.2% |
| Q2 2025 | 118 | $143.0M | 8,202,715 | 21 | 40 | 29 | 19.6% |
| Q1 2025 | 121 | $115.6M | 7,814,098 | 18 | 33 | 39 | 8.8% |
| Q4 2024 | 125 | $163.5M | 8,582,810 | 14 | 33 | 39 | 7.5% |
| Q3 2024 | 133 | $185.0M | 8,848,821 | 18 | 25 | 53 | 8.4% |
| Q2 2024 | 148 | $234.7M | 9,534,377 | 35 | 44 | 41 | 11.3% |
| Q1 2024 | 170 | $461.8M | 11,222,391 | 25 | 52 | 58 | 6.9% |
| Q4 2023 | 192 | $685.5M | 9,699,801 | 21 | 68 | 54 | 4.3% |
| Q3 2023 | 201 | $695.4M | 8,653,649 | 26 | 66 | 67 | 6.8% |
| Q2 2023 | 213 | $847.4M | 8,750,210 | 30 | 79 | 66 | 4.7% |
| Q1 2023 | 227 | $929.1M | 9,148,159 | 34 | 87 | 64 | 2.5% |
| Q4 2022 | 218 | $877.6M | 7,485,633 | 42 | 75 | 62 | 2.3% |
| Q3 2022 | 257 | $1.1B | 9,530,457 | 34 | 87 | 89 | 1.8% |
| Q2 2022 | 285 | $1.8B | 9,697,220 | 32 | 98 | 93 | 1.3% |
| Q1 2022 | 290 | $1.7B | 9,938,123 | 34 | 91 | 103 | 1.2% |
| Q4 2021 | 299 | $2.1B | 9,818,753 | 34 | 85 | 111 | 2.6% |
| Q3 2021 | 293 | $2.0B | 9,996,099 | 37 | 94 | 101 | 1.6% |
| Q2 2021 | 299 | $2.9B | 10,006,258 | 58 | 98 | 85 | 1.7% |
| Q1 2021 | 275 | $2.1B | 9,740,916 | 43 | 68 | 108 | 1.4% |
| Q4 2020 | 267 | $2.1B | 10,168,693 | 48 | 72 | 86 | 6.0% |
| Q3 2020 | 244 | $1.7B | 10,055,432 | 41 | 66 | 89 | 4.6% |
| Q2 2020 | 229 | $1.9B | 12,155,502 | 53 | 62 | 78 | 10.6% |
| Q1 2020 | 202 | $809.8M | 12,509,861 | 33 | 55 | 72 | 3.6% |
| Q4 2019 | 222 | $1.6B | 13,501,674 | 34 | 64 | 80 | 7.1% |
| Q3 2019 | 243 | $1.5B | 13,509,914 | 36 | 79 | 73 | 8.2% |
| Q2 2019 | 253 | $1.7B | 11,717,589 | 45 | 73 | 84 | 9.4% |
| Q1 2019 | 250 | $1.6B | 11,987,138 | 41 | 96 | 68 | 1.6% |
| Q4 2018 | 249 | $1.5B | 11,509,477 | 5 | 5 | 4 | 1.6% |