MEDIFAST INC - Common Stock, $0.001 par value per share (MED) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $0.001 par value per share
Symbol
MED on NYSE
Shares outstanding
10,915,750
Price per share
$10.68
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
9,245,739
Total reported value
$126,369,373
% of total 13F portfolios
0%
Share change
+622,098
Value change
+$8,375,184
Number of holders
119
Price from insider filings
$10.68
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MEDIFAST INC - Common Stock, $0.001 par value per share (MED) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RENAISSANCE TECHNOLOGIES LLC 8.1% -12% $11,182,714 -$1,475,408 888,928 -12% Renaissance Technologies LLC 02 Jan 2025
SUSQUEHANNA SECURITIES, LLC 6% -17% $8,953,098 -$1,786,136 654,945 -17% G1 Execution Services, LLC 30 Sep 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5.4% $8,136,534 595,211 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30 Sep 2025

As of 30 Sep 2025, 119 institutional investors reported holding 9,245,739 shares of MEDIFAST INC - Common Stock, $0.001 par value per share (MED). This represents 85% of the company’s total 10,915,750 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MEDIFAST INC - Common Stock, $0.001 par value per share (MED) together control 73% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.4% 918,148 +2.1% 0% $12,551,084
RENAISSANCE TECHNOLOGIES LLC 7.3% 800,910 -1.5% 0.01% $10,948,440
VANGUARD GROUP INC 6.5% 711,309 -13% 0% $9,723,595
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5.5% 595,211 +41% 0% $8,136,534
MORGAN STANLEY 5.4% 588,538 +29% 0% $8,045,321
BANK OF AMERICA CORP /DE/ 4.1% 452,543 +14% 0% $6,186,258
ACADIAN ASSET MANAGEMENT LLC 3.6% 397,442 -3.3% 0.01% $5,426,000
Lido Advisors, LLC 3% 330,703 0.02% $4,520,720
AQR CAPITAL MANAGEMENT LLC 2.8% 310,819 +41% 0% $4,248,896
DIMENSIONAL FUND ADVISORS LP 2.7% 298,369 +20% 0% $4,078,788
D. E. Shaw & Co., Inc. 2.4% 263,648 -18% 0% $3,604,068
GEODE CAPITAL MANAGEMENT, LLC 2.3% 256,047 +0.96% 0% $3,501,066
TWO SIGMA INVESTMENTS, LP 2.1% 228,799 +11% 0% $3,127,682
STATE STREET CORP 2.1% 226,026 +0.13% 0% $3,089,775
AMERICAN CENTURY COMPANIES INC 2% 221,245 +3.4% 0% $3,024,419
TWO SIGMA ADVISERS, LP 2% 219,100 +2.9% 0.01% $2,995,097
Man Group plc 2% 213,430 +7.7% 0.01% $2,917,588
GOLDMAN SACHS GROUP INC 1.9% 211,418 +35% 0% $2,890,084
Quinn Opportunity Partners LLC 1.2% 127,112 0% 0.13% $1,737,621
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.1% 118,477 +104% 0.03% $1,619,581
NORTHERN TRUST CORP 0.88% 95,775 +3.8% 0% $1,309,244
Peapod Lane Capital LLC 0.81% 88,164 +1.1% 1.1% $1,205,303
JACOBS LEVY EQUITY MANAGEMENT, INC 0.77% 84,215 -41% 0% $1,151,219
Prescott Group Capital Management, L.L.C. 0.73% 79,969 0% 0.12% $1,093,176
Divisadero Street Capital Management, LP 0.73% 79,839 0% 0.05% $1,091,399

Institutional Holders of MEDIFAST INC - Common Stock, $0.001 par value per share (MED) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 54,351 $580,753 -$357,858 $10.68 8
2025 Q3 9,245,739 $126,369,373 +$8,375,184 $13.67 119
2025 Q2 8,622,468 $121,151,406 +$5,639,293 $14.05 119
2025 Q1 8,243,161 $111,111,582 -$12,305,056 $13.48 122
2024 Q4 8,923,034 $157,184,942 -$4,774,951 $17.62 129
2024 Q3 9,163,523 $175,430,199 -$26,787,069 $19.14 139
2024 Q2 10,429,064 $227,557,862 -$54,011,494 $21.82 157
2024 Q1 11,481,133 $439,976,756 +$30,953,025 $38.32 184
2023 Q4 10,327,821 $694,235,115 +$41,374,328 $67.22 216
2023 Q3 9,665,221 $724,203,937 -$8,659,421 $74.85 222
2023 Q2 9,669,541 $891,905,428 -$61,913,795 $92.16 234
2023 Q1 10,234,973 $1,061,341,644 +$86,814,952 $103.67 261
2022 Q4 9,414,287 $1,086,305,314 -$11,929,284 $115.35 273
2022 Q3 9,527,598 $1,033,430,006 -$59,199,848 $108.36 246
2022 Q2 9,687,197 $1,748,984,608 -$24,539,021 $180.51 271
2022 Q1 9,926,997 $1,697,651,687 +$16,771,177 $170.78 279
2021 Q4 9,781,823 $2,049,223,135 -$47,927,471 $209.43 293
2021 Q3 9,994,460 $1,926,341,111 -$26,844,446 $192.64 289
2021 Q2 9,961,273 $2,819,353,209 +$76,744,435 $282.98 294
2021 Q1 9,730,211 $2,062,202,677 -$49,579,570 $211.82 270
2020 Q4 9,997,947 $1,963,691,126 -$25,626,899 $196.34 255
2020 Q3 10,066,415 $1,655,403,260 -$331,394,781 $164.45 237
2020 Q2 12,151,352 $1,686,977,900 -$24,806,617 $138.77 220
2020 Q1 12,405,204 $775,864,757 -$71,958,765 $62.50 190
2019 Q4 13,341,998 $1,462,137,580 +$25,649,006 $109.58 209
2019 Q3 13,115,010 $1,359,220,679 +$134,209,752 $103.63 230
2019 Q2 11,639,821 $1,493,368,630 -$14,451,830 $128.30 245
2019 Q1 11,949,873 $1,524,491,311 +$80,136,864 $127.55 241
2018 Q4 11,332,591 $1,416,825,601 +$13,249,777 $125.02 239
2018 Q3 10,915,798 $2,418,264,368 +$107,291,483 $221.55 264
2018 Q2 10,540,926 $1,688,047,820 -$6,397,458 $160.16 247
2018 Q1 10,696,673 $999,579,447 +$28,445,651 $93.45 215
2017 Q4 10,541,541 $736,004,385 +$10,019,965 $69.81 195
2017 Q3 10,368,391 $615,586,479 -$10,696,658 $59.37 165
2017 Q2 10,674,565 $442,607,533 -$12,702,804 $41.47 158
2017 Q1 10,952,220 $485,943,663 +$77,724,218 $44.37 165
2016 Q4 10,518,697 $437,949,757 +$8,331,885 $41.63 157
2016 Q3 10,288,329 $388,816,493 +$4,897,796 $37.79 160
2016 Q2 10,205,167 $339,543,317 +$2,078,456 $33.27 150
2016 Q1 10,258,523 $309,648,499 +$18,127,439 $30.19 129
2015 Q4 9,653,092 $293,250,573 +$9,871,857 $30.38 125
2015 Q3 9,369,604 $252,983,267 -$24,553,155 $26.86 118
2015 Q2 10,156,513 $328,257,218 -$6,679,410 $32.32 126
2015 Q1 10,408,665 $312,157,083 +$3,842,904 $29.97 124
2014 Q4 10,275,587 $344,694,982 -$1,239,537 $33.55 123
2014 Q3 10,225,521 $335,728,325 -$69,009,124 $32.83 123
2014 Q2 12,485,516 $379,487,294 -$4,634,681 $30.41 129
2014 Q1 12,644,042 $368,081,892 +$28,114,069 $29.09 128