| 583K |
| $6.2M |
| +33.8% |
| 5.239% |
| 0.00% |
| 4 | TWO SIGMA INVESTMENTS, LP | 481K | $5.1M | +42.4% | 4.329% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 447K | $4.7M | +0.5% | 4.017% | 0.00% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 397K | $4.2M | -37.1% | 3.570% | 0.00% |
| 7 | BlackRock, Inc. | 370K | $3.9M | -60.9% | 3.323% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 363K | $3.9M | +0.4% | 3.268% | 0.00% |
| 9 | CITADEL ADVISORS LLC | 355K | $3.8M | -52.2% | 3.196% | 0.00% |
| 10 | AMERICAN CENTURY COMPANIES INC | 319K | $3.4M | +42.2% | 2.868% | 0.00% |
| 11 | MORGAN STANLEY | 293K | $3.1M | -10.1% | 2.631% | 0.00% |
| 12 | GOLDMAN SACHS GROUP INC | 243K | $2.6M | +58.7% | 2.186% | 0.00% |
| 13 | MARSHALL WACE, LLP | 242K | $2.6M | — | 2.173% | 0.00% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 236K | $2.5M | +62.4% | 2.126% | 0.00% |
| 15 | Peapod Lane Capital LLC | 223K | $2.4M | +1.6% | 2.002% | 1.59% |
| 16 | Lido Advisors, LLC | 220K | $2.3M | +20.4% | 1.982% | 0.01% |
| 17 | Trexquant Investment LP | 213K | $2.3M | +18.1% | 1.913% | 0.01% |
| 18 | JANE STREET GROUP, LLC | 165K | $1.7M | -37.9% | 1.483% | 0.00% |
| 19 | COMMONS CAPITAL, LLC | 150K | $1.6M | +294.5% | 1.348% | 1.11% |
| 20 | Quinn Opportunity Partners LLC | 127K | $1.3M | 0.0% | 1.143% | 0.06% |
| 21 | GEODE CAPITAL MANAGEMENT, LLC | 121K | $1.3M | -52.2% | 1.089% | 0.00% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 117K | $1.2M | -25.5% | 1.053% | 0.02% |
| 23 | Walleye Trading LLC | 111K | $1.2M | +16.3% | 1.002% | 0.00% |
| 24 | RBF Capital, LLC | 109K | $1.2M | — | 0.980% | 0.05% |
| 25 | JPMORGAN CHASE & CO | 93K | $990K | +6.1% | 0.832% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MED — a direct measure of their conviction.
| 78.88% |
| 121.11 pp |
| $111M |
| 78% |
| Q4 2024 | 131 | 5.8% | 199.99% | +112.31 pp | $494M | +182% |
| Q3 2024 | 139 | — | 87.68% | — | $175M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
22 institutions opened new positions in MED during Q2 2026, while 24 fully exited. 59 added to existing positions and 26 trimmed.
MED institutional ownership fell by 9.18 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 52.0% of all reported 13F value in MED, and the top 25 account for 80.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Medifast, Inc. (MED) Institutional Ownership