DaveManuel.com · Institutional Ownership · Who Owns It
MEDIFAST INC (MED)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
118
Reporting holders
$105.6M
Reported value
73.9%
Of shares outstanding
15.1%
Calls
1.9%
Puts
-1
Holder change
Institutions report 8,260,779 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 CALL+PUT | 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 |
| 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 incl. $3.2M options CALL+PUT | 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 CALL | options only | 0.00% | 9q | OPTIONS |
| IMC-Chicago, LLC | $2.6M CALL+PUT | 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 CALL+PUT | options only | 0.00% | 19q | OPTIONS |
| Walleye Trading LLC | $1.2M incl. $1.1M options CALL | 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 |
| GSA CAPITAL PARTNERS LLP | $408.0K | 38,443 | 0.03% | new | NEW |
| 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 |
| PDT Partners, LLC | $347.5K | 32,756 | 0.02% | 2q | +6.6%+$21.6K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $344.0K | 32,378 | 0.00% | 31q | +21.2%+$60.3K |
| PEAK6 LLC | $333.2K CALL | 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 incl. $199.5K options CALL+PUT | 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $178.1K | 16,782 | 0.00% | 2q | +64.3%+$69.7K |
| 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 | -63.3%-$40.6K |
| 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 |
| 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% | 17q | -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 |
Showing the largest 100 of 118 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-26 | Kiai Parsa | Director | Bought | 43,150 | $529.2K ×2 |
| 2026-08-20 | Kiai Parsa | Director | Bought | 43,150 | $500.7K ×2 |
| 2026-08-19 | Kiai Parsa | Director | Bought | 29,337 | $342.0K ×2 |
| 2026-09-28 | Chard Daniel R | Director | Sold | 9,545 | $114.3K |
| 2026-09-29 | Chard Daniel R | Director | Sold | 9,544 | $112.0K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $2.4M | 209,851 | 0 | 1 | 5 | 0.0% |
| Q2 2026 | 118 | $105.6M | 8,260,779 | 24 | 42 | 27 | 17.0% |
| Q1 2026 | 119 | $111.1M | 8,602,513 | 23 | 32 | 31 | 21.1% |
| Q4 2025 | 114 | $104.5M | 8,074,526 | 12 | 21 | 46 | 17.0% |
| Q3 2025 | 129 | $162.4M | 9,287,153 | 19 | 41 | 25 | 21.8% |
| Q2 2025 | 126 | $149.8M | 8,640,172 | 22 | 44 | 32 | 19.0% |
| Q1 2025 | 129 | $121.7M | 8,243,245 | 19 | 36 | 42 | 8.7% |
| Q4 2024 | 134 | $169.9M | 8,923,034 | 14 | 34 | 46 | 7.5% |
| Q3 2024 | 146 | $192.7M | 9,221,083 | 22 | 27 | 55 | 8.4% |
| Q2 2024 | 163 | $259.3M | 10,454,973 | 38 | 50 | 45 | 12.0% |
| Q1 2024 | 193 | $506.5M | 12,356,269 | 28 | 61 | 65 | 6.5% |
| Q4 2023 | 220 | $754.1M | 10,701,864 | 22 | 74 | 68 | 4.1% |
| Q3 2023 | 234 | $772.1M | 9,666,127 | 32 | 70 | 81 | 6.2% |
| Q2 2023 | 243 | $933.1M | 9,669,726 | 35 | 84 | 81 | 4.4% |
| Q1 2023 | 268 | $1.1B | 10,247,279 | 40 | 103 | 76 | 2.5% |
| Q4 2022 | 282 | $1.1B | 9,406,363 | 49 | 86 | 96 | 2.0% |
| Q3 2022 | 248 | $1.8B | 16,364,716 | 33 | 84 | 87 | 1.0% |
| Q2 2022 | 277 | $3.0B | 16,508,729 | 32 | 96 | 89 | 0.7% |
| Q1 2022 | 283 | $2.9B | 16,603,216 | 34 | 88 | 100 | 0.7% |
| Q4 2021 | 294 | $4.4B | 20,645,867 | 34 | 83 | 109 | 1.2% |
| Q3 2021 | 290 | $2.9B | 14,726,716 | 36 | 95 | 99 | 1.1% |
| Q2 2021 | 297 | $5.2B | 18,185,111 | 58 | 97 | 85 | 0.9% |
| Q1 2021 | 272 | $3.7B | 17,173,862 | 43 | 67 | 108 | 0.8% |
| Q4 2020 | 264 | $3.2B | 15,737,890 | 48 | 71 | 85 | 4.0% |
| Q3 2020 | 241 | $2.4B | 14,073,569 | 41 | 65 | 87 | 3.3% |
| Q2 2020 | 226 | $2.5B | 16,306,372 | 53 | 62 | 76 | 8.1% |
| Q1 2020 | 200 | $1.4B | 21,963,680 | 33 | 55 | 70 | 2.1% |
| Q4 2019 | 219 | $2.7B | 23,741,250 | 34 | 63 | 79 | 4.1% |
| Q3 2019 | 240 | $2.7B | 24,421,299 | 36 | 77 | 73 | 4.7% |
| Q2 2019 | 250 | $4.0B | 29,728,973 | 45 | 72 | 83 | 4.0% |
| Q1 2019 | 247 | $3.1B | 23,800,273 | 41 | 94 | 68 | 0.8% |
| Q4 2018 | 246 | $2.7B | 21,664,565 | 5 | 5 | 4 | 0.8% |