Institutional Ownership Medifast Inc (MED)
This table provides information about the institutional ownership of Medifast Inc (MED). We have compiled data on the 151 institutions that hold shares in the stock, with a total of 8.06 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
148
shares
|
$1,989
0.0% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
133
shares
|
$1,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
111
shares
|
$1,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
104
shares
|
$1,397
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
100
shares
|
$1,344
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
90
shares
|
$1,209
0.0% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
90
shares
|
$1,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
76
shares
|
$1,021
0.0% of portfolio
|
Q4 2024
Added 1800.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
70
shares
|
$940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
67
shares
|
$900
0.0% of portfolio
|
Q1 2025
Reduced 28.72%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
61
shares
|
$819
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
52
shares
|
$698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
50
shares
|
$672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
50
shares
|
$672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
45
shares
|
$604
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
45
shares
|
$604
0.0% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
40
shares
|
$537
0.0% of portfolio
|
Q1 2025
Reduced 65.22%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
35
shares
|
$470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
33
shares
|
$443
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
27
shares
|
$362
0.0% of portfolio
|
Q1 2025
Reduced 94.96%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
25
shares
|
$336
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
22
shares
|
$295
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
21
shares
|
$282
0.0% of portfolio
|
Q3 2022
Added 5.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
17
shares
|
$228
0.0% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
16
shares
|
$215
0.0% of portfolio
|
Q4 2024
New holding
|