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Medifast Inc (MED)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares373,439 from 363,394
Change+10,045 (+3%)
Value$4.3M (+$446.4K)
Filed 2026-11-04
Peapod Lane Capital LLC
DECREASED
Shares207,502 from 222,576
Change-15,074 (-7%)
Value$2.4M (+$28.9K)
Filed 2026-10-22
Lido Advisors, LLC
DECREASED
Shares201,248 from 220,337
Change-19,089 (-9%)
Value$2.3M (-$19.4K)
Filed 2026-11-04
Commons Capital, LLC
INCREASED
Shares184,432 from 149,916
Change+34,516 (+23%)
Value$2.1M (+$534.0K)
Filed 2026-11-05
Geode Capital Management, LLC
DECREASED
Shares117,440 from 121,071
Change-3,631 (-3%)
Value$1.4M (+$68.4K)
Filed 2026-11-06
Virtus Family Office LLC
UNCHANGED
Shares79,060 from 79,060
Change0 (0%)
Value$910.8K (+$71.9K)
Filed 2026-10-30
Great Lakes Advisors, LLC
DECREASED
Shares39,619 from 51,611
Change-11,992 (-23%)
Value$456.4K (-$91.2K)
Filed 2026-11-06
Littlejohn Financial Services, Inc.
INCREASED
Shares19,834 from 13,834
Change+6,000 (+43%)
Value$228.5K (+$81.7K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares2,683 from 4,692
Change-2,009 (-43%)
Value$30.9K (-$18.9K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares2,316 from 825
Change+1,491 (+181%)
Value$26.7K (+$17.9K)
Filed 2026-11-06
Creative Financial Designs Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$11.5K (+$910)
Filed 2026-11-04
Gamma Investing LLC
DECREASED
Shares900 from 1,042
Change-142 (-14%)
Value$10.4K (-$688)
Filed 2026-10-08
Signaturefd, LLC
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$8.0K (+$634)
Filed 2026-10-23
PNC Financial Services Group, Inc.
DECREASED
Shares548 from 1,386
Change-838 (-60%)
Value$6.3K (-$8.4K)
Filed 2026-11-06
Citigroup Inc
NEW
Shares546
Change+546
Value$6.3K
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$5.6K ($0)
Filed 2026-11-06
Versant Capital Management, Inc
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$3.6K (+$282)
Filed 2026-10-02
IFP Advisors, Inc
DECREASED
Shares180 from 439
Change-259 (-59%)
Value$2.1K (-$2.6K)
Filed 2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.2K (+$91)
Filed 2026-10-07
SBI Securities Co., Ltd.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$922 (+$73)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares47 from 274
Change-227 (-83%)
Value$541 (-$2.4K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares44 from 48
Change-4 (-8%)
Value$507 (-$2)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares35 from 54
Change-19 (-35%)
Value$403 (-$170)
Filed 2026-10-08
Concord Wealth Partners
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$380 (+$30)
Filed 2026-11-02
Nisa Investment Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$253 (+$20)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
INCREASED
Shares17 from 12
Change+5 (+42%)
Value$196 (+$69)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$81 (+$6)
Filed 2026-10-26
Rothwell Investment Advisors, LLC
NEW
Shares2
Change+2
Value$28
Filed 2026-11-06
SJS Investment Consulting Inc.
DECREASED
Shares1 from 27
Change-26 (-96%)
Value$12 (-$275)
Filed 2026-10-26
SummerHaven Investment Management, LLC
CLOSED
Shares0 from 47,835
Change-47,835 (-100%)
Value$0 (-$507.5K)
Filed 2026-10-19
Marquette Asset Management, LLC
CLOSED
Shares0 from 30,038
Change-30,038 (-100%)
Value$0 (-$318.7K)
Filed 2026-10-09
State of Wyoming
CLOSED
Shares0 from 18,594
Change-18,594 (-100%)
Value$0 (-$197.3K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 10,683
Change-10,683 (-100%)
Value$0 (-$114.5K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 631
Change-631 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-27
Gill Capital Partners, LLC
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-13
True Wealth Design, LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$955)
Filed 2026-10-13
Essential Partners LLC
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$859)
Filed 2026-10-14
Paladin Partners, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$318)
Filed 2026-10-06
Fortitude Family Office, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$191)
Filed 2026-10-14
Covestor Ltd
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 ($0)
Filed 2026-10-30
Clearstead Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$22)
Filed 2026-11-06
Renaissance Technologies LLC
N/A
Shares— from 778,610
Change-778,610 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 706,699
Change-706,699 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 481,381
Change-481,381 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 446,614
Change-446,614 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 396,996
Change-396,996 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 369,503
Change-369,503 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 318,911
Change-318,911 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 292,508
Change-292,508 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 243,085
Change-243,085 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 241,649
Change-241,649 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 236,434
Change-236,434 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 212,684
Change-212,684 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 164,881
Change-164,881 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 127,112
Change-127,112 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 117,078
Change-117,078 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 109,000
Change-109,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 92,512
Change-92,512 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 92,345
Change-92,345 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 87,118
Change-87,118 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 82,997
Change-82,997 (-100%)
Value—
Divisadero Street Capital Management, LP
N/A
Shares— from 79,839
Change-79,839 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 76,031
Change-76,031 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 73,878
Change-73,878 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 69,605
Change-69,605 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 66,105
Change-66,105 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 63,337
Change-63,337 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 62,119
Change-62,119 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 56,350
Change-56,350 (-100%)
Value—
State Street Corp
N/A
Shares— from 52,319
Change-52,319 (-100%)
Value—
UBS Group AG
N/A
Shares— from 50,223
Change-50,223 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 49,829
Change-49,829 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 47,906
Change-47,906 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 44,432
Change-44,432 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 41,777
Change-41,777 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 40,500
Change-40,500 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 38,443
Change-38,443 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 35,655
Change-35,655 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 35,223
Change-35,223 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 32,756
Change-32,756 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 32,378
Change-32,378 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 30,654
Change-30,654 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 29,108
Change-29,108 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 27,756
Change-27,756 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 20,999
Change-20,999 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 20,140
Change-20,140 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 16,782
Change-16,782 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 15,025
Change-15,025 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 13,315
Change-13,315 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 12,367
Change-12,367 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 10,740
Change-10,740 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 10,234
Change-10,234 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,470
Change-7,470 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,060
Change-7,060 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 6,485
Change-6,485 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,120
Change-6,120 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 576
Change-576 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 497
Change-497 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 53
Change-53 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
Dimensional Fund Advisors LP
INCREASED373,439363,394+10,045+3%$3.9M$4.3M+$446.4K2026-11-04
Peapod Lane Capital LLC
DECREASED207,502222,576-15,074-7%$2.4M$2.4M+$28.9K2026-10-22
Lido Advisors, LLC
DECREASED201,248220,337-19,089-9%$2.3M$2.3M-$19.4K2026-11-04
Commons Capital, LLC
INCREASED184,432149,916+34,516+23%$1.6M$2.1M+$534.0K2026-11-05
Geode Capital Management, LLC
DECREASED117,440121,071-3,631-3%$1.3M$1.4M+$68.4K2026-11-06
Virtus Family Office LLC
UNCHANGED79,06079,06000%$838.8K$910.8K+$71.9K2026-10-30
Great Lakes Advisors, LLC
DECREASED39,61951,611-11,992-23%$547.6K$456.4K-$91.2K2026-11-06
Littlejohn Financial Services, Inc.
INCREASED19,83413,834+6,000+43%$146.8K$228.5K+$81.7K2026-11-06
Russell Investments Group, Ltd.
DECREASED2,6834,692-2,009-43%$49.8K$30.9K-$18.9K2026-11-06
Barclays PLC
INCREASED2,316825+1,491+181%$8.8K$26.7K+$17.9K2026-11-06
Creative Financial Designs Inc
UNCHANGED1,0001,00000%$10.6K$11.5K+$9102026-11-04
Gamma Investing LLC
DECREASED9001,042-142-14%$11.1K$10.4K-$6882026-10-08
Signaturefd, LLC
UNCHANGED69769700%$7.4K$8.0K+$6342026-10-23
PNC Financial Services Group, Inc.
DECREASED5481,386-838-60%$14.7K$6.3K-$8.4K2026-11-06
Citigroup Inc
NEW546—+546——$6.3K—2026-11-04
Allworth Financial LP
UNCHANGED52352300%$5.6K$5.6K$02026-11-06
Versant Capital Management, Inc
UNCHANGED31031000%$3.3K$3.6K+$2822026-10-02
IFP Advisors, Inc
DECREASED180439-259-59%$4.7K$2.1K-$2.6K2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED10010000%$1.1K$1.2K+$912026-10-07
SBI Securities Co., Ltd.
UNCHANGED808000%$849$922+$732026-10-22
EverSource Wealth Advisors, LLC
DECREASED47274-227-83%$2.9K$541-$2.4K2026-11-04
Fifth Third Bancorp
DECREASED4448-4-8%$509$507-$22026-11-05
Farther Finance Advisors, LLC
DECREASED3554-19-35%$573$403-$1702026-10-08
Concord Wealth Partners
UNCHANGED333300%$350$380+$302026-11-02
Nisa Investment Advisors, LLC
UNCHANGED222200%$233$253+$202026-10-20
Caitong International Asset Management Co., Ltd
INCREASED1712+5+42%$127$196+$692026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED7700%$75$81+$62026-10-26
Rothwell Investment Advisors, LLC
NEW2—+2——$28—2026-11-06
SJS Investment Consulting Inc.
DECREASED127-26-96%$287$12-$2752026-10-26
SummerHaven Investment Management, LLC
CLOSED047,835-47,835-100%$507.5K$0-$507.5K2026-10-19
Marquette Asset Management, LLC
CLOSED030,038-30,038-100%$318.7K$0-$318.7K2026-10-09
State of Wyoming
CLOSED018,594-18,594-100%$197.3K$0-$197.3K2026-10-28
Wealth Enhancement Advisory Services, LLC
CLOSED010,683-10,683-100%$114.5K$0-$114.5K2026-10-13
Pinnacle Wealth Planning Services, Inc.
CLOSED0631-631-100%$6.7K$0-$6.7K2026-10-27
Gill Capital Partners, LLC
CLOSED0108-108-100%$1.1K$0-$1.1K2026-10-13
True Wealth Design, LLC
CLOSED090-90-100%$955$0-$9552026-10-13
Essential Partners LLC
CLOSED081-81-100%$859$0-$8592026-10-14
Paladin Partners, LLC
CLOSED030-30-100%$318$0-$3182026-10-06
Fortitude Family Office, LLC
CLOSED018-18-100%$191$0-$1912026-10-14
Covestor Ltd
CLOSED015-15-100%$0$0$02026-10-30
Clearstead Advisors, LLC
CLOSED02-2-100%$22$0-$222026-11-06
Renaissance Technologies LLC
N/A—778,610-778,610-100%$8.3M———
Steamboat Capital Partners, LLC
N/A—706,699-706,699-100%$7.5M———
Two Sigma Investments, LP
N/A—481,381-481,381-100%$5.1M———
Vanguard Capital Management LLC
N/A—446,614-446,614-100%$4.7M———
Charles Schwab Investment Management Inc
N/A—396,996-396,996-100%$4.2M———
BlackRock, Inc.
N/A—369,503-369,503-100%$3.9M———
American Century Companies Inc
N/A—318,911-318,911-100%$3.4M———
Morgan Stanley
N/A—292,508-292,508-100%$3.1M———
Goldman Sachs Group Inc
N/A—243,085-243,085-100%$2.6M———
Marshall Wace, LLP
N/A—241,649-241,649-100%$2.6M———
AQR Capital Management LLC
N/A—236,434-236,434-100%$2.5M———
Trexquant Investment LP
N/A—212,684-212,684-100%$2.3M———
Jane Street Group, LLC
N/A—164,881-164,881-100%$1.7M———
Quinn Opportunity Partners LLC
N/A—127,112-127,112-100%$1.3M———
Bridgeway Capital Management, LLC
N/A—117,078-117,078-100%$1.2M———
RBF Capital, LLC
N/A—109,000-109,000-100%$1.2M———
JPMorgan Chase & Co
N/A—92,512-92,512-100%$989.9K———
D. E. Shaw & Co., Inc.
N/A—92,345-92,345-100%$979.8K———
Bank of America Corp
N/A—87,118-87,118-100%$924.3K———
Quantinno Capital Management LP
N/A—82,997-82,997-100%$880.6K———
Divisadero Street Capital Management, LP
N/A—79,839-79,839-100%$847.1K———
Tudor Investment Corp ET AL
N/A—76,031-76,031-100%$806.7K———
BNP Paribas Financial Markets
N/A—73,878-73,878-100%$783.8K———
Federated Hermes, Inc.
N/A—69,605-69,605-100%$738.5K———
Empowered Funds, LLC
N/A—66,105-66,105-100%$701.4K———
Vanguard Fiduciary Trust Co
N/A—63,337-63,337-100%$672.0K———
Atom Investors LP
N/A—62,119-62,119-100%$659.1K———
Citadel Advisors LLC
N/A—56,350-56,350-100%$597.9K———
State Street Corp
N/A—52,319-52,319-100%$555.1K———
UBS Group AG
N/A—50,223-50,223-100%$532.9K———
Engineers Gate Manager LP
N/A—49,829-49,829-100%$528.7K———
Millennium Management LLC
N/A—47,906-47,906-100%$508.3K———
Centiva Capital, LP
N/A—44,432-44,432-100%$471.4K———
Susquehanna Portfolio Strategies, LLC
N/A—41,777-41,777-100%$443.3K———
Jump Financial, LLC
N/A—40,500-40,500-100%$429.7K———
GSA Capital Partners LLP
N/A—38,443-38,443-100%$408.0K———
Victory Capital Management Inc
N/A—35,655-35,655-100%$378.3K———
Jain Global LLC
N/A—35,223-35,223-100%$373.7K———
PDT Partners, LLC
N/A—32,756-32,756-100%$347.5K———
Price T Rowe Associates Inc
N/A—32,378-32,378-100%$344.0K———
XTX Topco Ltd
N/A—30,654-30,654-100%$325.2K———
Vanguard Portfolio Management LLC
N/A—29,108-29,108-100%$308.8K———
Northern Trust Corp
N/A—27,756-27,756-100%$294.5K———
Chico Wealth RIA
N/A—21,000-21,000-100%$222.8K———
Point72 Asset Management, L.P.
N/A—20,999-20,999-100%$222.8K———
Squarepoint Ops LLC
N/A—20,140-20,140-100%$213.7K———
Mercer Global Advisors Inc
N/A—16,782-16,782-100%$178.1K———
Brevan Howard Capital Management LP
N/A—15,025-15,025-100%$159.4K———
Invesco Ltd.
N/A—13,315-13,315-100%$141.3K———
Schonfeld Strategic Advisors LLC
N/A—12,367-12,367-100%$131.2K———
IEQ Capital, LLC
N/A—10,740-10,740-100%$114.0K———
Verdad Advisers, LP
N/A—10,234-10,234-100%$108.6K———
Arax Advisory Partners
N/A—7,470-7,470-100%$79.3K———
Ancora Advisors LLCA
N/A—7,060-7,060-100%$74.9K———
Rhumbline Advisers
N/A—6,485-6,485-100%$68.8K———
Tower Research Capital LLC (TRC)
N/A—6,120-6,120-100%$64.9K———
Vanguard Global Advisers, LLC
N/A—3,922-3,922-100%$41.6K———
Walleye Trading LLC
N/A—3,400-3,400-100%$36.1K———
FMR LLC
N/A—2,730-2,730-100%$29.0K———
Wells Fargo & Company
N/A—2,217-2,217-100%$23.5K———
Walleye Capital LLC
N/A—1,452-1,452-100%$15.4K———
Osaic Holdings, Inc.
N/A—1,370-1,370-100%$14.5K———
UBS Asset Management Americas LLC
N/A—601-601-100%$6.4K———
Jones Financial Companies Lllp
N/A—576-576-100%$6.1K———
C M Bidwell & Associates LTD
N/A—497-497-100%$5.3K———
Advisors Asset Management, Inc.
N/A—120-120-100%$1.3K———
LOS Angeles Capital Management LLC
N/A—73-73-100%$775———
Global Retirement Partners, LLC
N/A—68-68-100%$724———
Rothschild Investment LLC
N/A—62-62-100%$658———
Royal Bank of Canada
N/A—53-53-100%$0———
Caitlin John, LLC
N/A—46-46-100%$488———
IFG Advisory, LLC
N/A—14-14-100%$149———
Glen Eagle Advisors, LLC
N/A—00—$0———
Showing 114 of 114 institutions