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
+$8,375,173
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% $11,609,400 -$1,531,703 888,928 -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 53,424 $570,852 -$54,047 $10.68 6
2025 Q3 9,245,739 $126,369,373 +$8,375,173 $13.67 119
2025 Q2 8,622,468 $121,151,406 +$5,639,284 $14.05 119
2025 Q1 8,243,161 $111,111,695 -$12,305,059 $13.48 122
2024 Q4 8,923,233 $157,188,944 -$4,771,645 $17.62 129
2024 Q3 9,163,523 $175,430,327 -$26,787,393 $19.14 142
2024 Q2 10,429,007 $227,556,507 -$54,009,546 $21.82 159
2024 Q1 11,481,134 $439,976,469 +$25,231,166 $38.32 187
2023 Q4 14,235 $956,877 -$18,217 $67.22 2
2023 Q3 9,567,022 $716,853,439 -$5,166,576 $74.85 217
2023 Q2 9,569,711 $882,703,912 -$71,951,198 $92.16 229
2023 Q1 10,231,964 $1,061,029,783 +$86,962,796 $103.67 259
2022 Q4 9,182,682 $1,059,108,282 -$14,401,597 $115.35 268
2022 Q3 9,509,323 $1,031,325,047 -$58,273,811 $108.36 241
2022 Q2 9,636,744 $1,739,471,214 -$23,376,201 $180.51 265
2022 Q1 9,890,108 $1,691,351,392 +$21,459,475 $170.78 275
2021 Q4 9,721,102 $2,036,497,944 -$39,108,837 $209.43 289
2021 Q3 9,985,306 $1,924,577,273 -$28,159,118 $192.64 285
2021 Q2 9,972,284 $2,821,755,662 +$76,787,402 $282.98 295
2021 Q1 9,729,130 $2,061,971,771 -$49,746,691 $211.82 270
2020 Q4 9,988,749 $1,961,885,359 -$26,692,254 $196.34 252
2020 Q3 10,052,203 $1,653,067,780 -$249,770,453 $164.45 232
2020 Q2 12,111,946 $1,681,509,325 -$32,853,230 $138.77 216
2020 Q1 12,374,278 $773,978,444 -$72,165,695 $62.50 183
2019 Q4 13,335,809 $1,461,460,139 +$25,644,586 $109.58 208
2019 Q3 13,080,274 $1,355,621,160 +$132,041,161 $103.63 227
2019 Q2 11,584,796 $1,486,313,309 -$1,883,923 $128.30 241
2019 Q1 11,803,592 $1,505,834,968 +$73,416,276 $127.55 238
2018 Q4 11,235,379 $1,404,646,771 +$7,145,351 $125.02 234
2018 Q3 10,830,643 $2,399,396,582 +$106,831,246 $221.55 259
2018 Q2 10,534,769 $1,687,060,153 -$6,559,965 $160.16 246
2018 Q1 10,686,393 $998,671,740 +$24,896,614 $93.45 211
2017 Q4 10,504,060 $733,388,574 +$10,627,249 $69.81 195
2017 Q3 10,368,391 $615,586,479 -$9,968,798 $59.37 168
2017 Q2 10,619,641 $440,331,533 -$14,894,021 $41.47 157
2017 Q1 10,853,395 $481,558,663 +$70,737,228 $44.37 164
2016 Q4 10,518,697 $437,949,757 +$8,332,880 $41.63 157
2016 Q3 10,288,283 $388,815,493 +$4,901,856 $37.79 159
2016 Q2 10,205,167 $339,543,317 -$417,016 $33.27 150
2016 Q1 10,082,426 $304,332,499 +$18,551,916 $30.19 127
2015 Q4 9,482,379 $288,064,573 +$9,882,956 $30.38 123
2015 Q3 9,179,077 $246,553,267 -$23,833,827 $26.86 114
2015 Q2 10,000,223 $323,206,218 -$6,251,157 $32.32 123
2015 Q1 10,295,565 $308,768,083 +$4,092,736 $29.97 123
2014 Q4 10,154,378 $340,628,982 -$1,699,255 $33.55 125
2014 Q3 10,225,521 $335,728,325 -$69,013,858 $32.83 127
2014 Q2 12,442,662 $378,183,294 -$4,456,470 $30.41 132
2014 Q1 12,644,042 $368,081,892 +$28,589,882 $29.09 132