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
10,638,857
Price per share
$11.46
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
8,053,266
Total reported value
$86,503,091
% of total 13F portfolios
0%
Share change
-1,191,262
Value change
-$13,556,352
Number of holders
105
Price from insider filings
$11.46
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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 7.1% +33% $9,081,131 +$2,123,114 776,829 +31% CHARLES SCHWAB INVESTMENT MANAGEMENT INC 31 Dec 2025
SUSQUEHANNA SECURITIES, LLC 1.4% -77% $1,741,155 -$5,915,152 148,944 -77% G1 Execution Services, LLC 31 Dec 2025

As of 31 Dec 2025, 105 institutional investors reported holding 8,053,266 shares of MEDIFAST INC - Common Stock, $0.001 par value per share (MED). This represents 76% of the company’s total 10,638,857 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MEDIFAST INC - Common Stock, $0.001 par value per share (MED) together control 66% 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. 8.6% 914,793 -0.37% 0% $9,769,990
RENAISSANCE TECHNOLOGIES LLC 7.3% 780,610 -2.5% 0.01% $8,336,915
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 7.3% 776,829 +31% 0% $8,296,534
VANGUARD GROUP INC 6.7% 711,499 +0.03% 0% $7,598,810
MORGAN STANLEY 3.1% 334,858 -43% 0% $3,576,292
Lido Advisors, LLC 3.1% 330,703 0% 0.02% $4,026,301
DIMENSIONAL FUND ADVISORS LP 3.1% 326,240 +9.3% 0% $3,484,155
Steamboat Capital Partners, LLC 2.6% 276,414 0.81% $2,952,102
GEODE CAPITAL MANAGEMENT, LLC 2.3% 247,449 -3.4% 0% $2,643,427
Man Group plc 2.2% 236,500 +11% 0% $2,525,820
STATE STREET CORP 2.1% 221,700 -1.9% 0% $2,367,756
D. E. Shaw & Co., Inc. 2.1% 219,118 -17% 0% $2,340,180
AMERICAN CENTURY COMPANIES INC 2% 217,822 -1.5% 0% $2,326,339
GOLDMAN SACHS GROUP INC 1.7% 180,863 -14% 0% $1,931,617
ACADIAN ASSET MANAGEMENT LLC 1.5% 157,778 -60% 0% $1,683,000
AQR CAPITAL MANAGEMENT LLC 1.2% 131,509 -58% 0% $1,404,516
Quinn Opportunity Partners LLC 1.2% 127,112 0% 0.06% $1,357,556
Trexquant Investment LP 1.2% 126,959 +88% 0.01% $1,355,922
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.1% 117,939 -0.45% 0.03% $1,259,589
Prescott Group Capital Management, L.L.C. 1% 111,244 +39% 0.11% $1,188,086
TWO SIGMA ADVISERS, LP 0.97% 102,900 -53% 0% $1,098,972
Peapod Lane Capital LLC 0.95% 101,567 +15% 0.92% $1,084,736
BANK OF AMERICA CORP /DE/ 0.92% 97,473 -78% 0% $1,041,012
NORTHERN TRUST CORP 0.82% 87,662 -8.5% 0% $936,230
TWO SIGMA INVESTMENTS, LP 0.76% 80,340 -65% 0% $858,031

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 8,053,266 $86,503,091 -$13,556,352 $10.68 105
2025 Q3 9,245,793 $126,370,111 +$8,375,731 $13.67 122
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