As of November 7, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Medifast Inc. The largest reported stake is Steamboat Capital Partners, LLC's, at 7.1%. 15 filings are on record since August 14, 2025 (Schedule 13D/A, August 21, 2026).
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Key facts
- · Reporting person: Steamboat Capital Partners, LLC · Sole voting: 790,693 · Shared voting: 0 · Sole dispositive: 790,693 · Shared dispositive: 0 · SCHEDULE 13D/A, 2026-08-21
- · Reporting person: Susquehanna Portfolio Strategies, LLC · Sole voting: 41,777 · Shared voting: 587,214 · Sole dispositive: 41,777 · Shared dispositive: 587,214 · SCHEDULE 13G, 2026-08-14
- · Reporting person: Citadel Securities GP LLC · Sole voting: 0 · Shared voting: 236,447 · Sole dispositive: 0 · Shared dispositive: 236,447 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: Charles Schwab Investment Management Inc · Sole voting: 396,996 · Shared voting: 0 · Sole dispositive: 396,996 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-12
- · Reporting person: BlackRock, Inc. · Sole voting: 327,404 · Shared voting: 0 · Sole dispositive: 327,404 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-29
Medifast Inc has 15 Schedule 13D or 13G filings on record since 2025-08-14. 3 holders' latest filing reports 5% or more of common stock, $0.001 par value. Each figure below is the holder's own, as filed, with the filing linked.
Stated intent
Intent stated in Item 4 Steamboat Capital Partners, LLC
In connection therewith, on March 19, 2026, the Reporting Persons sent a letter to the Issuer (the "March Letter") containing financial and strategic suggestions that the Reporting Persons believe would increase the profitability of the Issuer.From Item 4 of the SCHEDULE 13D filed 2026-03-20
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Steamboat Capital Partners, LLC | 7.1% | 790,693 | SCHEDULE 13D/A, 2026-08-21 | 2026-08-20 |
| Renaissance Technologies LLC | 6.96% | 773,710 | SCHEDULE 13G/A, 2026-05-14 | 2026-01-02 |
| Susquehanna Portfolio Strategies, LLC | 5.3% | 587,214 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Charles Schwab Investment Management Inc | 3.6% | 396,996 | SCHEDULE 13G/A, 2026-08-12 | 2026-06-30 |
| BlackRock, Inc. | 2.9% | 327,404 | SCHEDULE 13G/A, 2026-07-29 | 2026-06-30 |
| 2.6% | 289,751 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 | |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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Keep reading
More on Medifast Inc and the records around it.
Medifast Inc elsewhere on the record
- Leadership changes Jun 2026
- Who owns it
Companies that share a holder
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC also filed stake reports on 12 other companies: HAIN CELESTIAL GROUP INC (Aug 2026), Service Properties Trust (Aug 2026), TrueBlue, Inc. (Aug 2026)
- Citadel Securities GP LLC also filed stake reports on 24 other companies: CIPHER DIGITAL INC. (Oct 2026), First Solar, Inc. (Oct 2026), AmpliTech Group, Inc. (Oct 2026)
- G1 Execution Services, LLC also filed stake reports on 45 other companies: AmpliTech Group, Inc. (Aug 2026), Bitdeer Technologies Group (Aug 2026), Compass Diversified Holdings (Aug 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Steamboat Capital Partners, LLC | 790,693 | 0 | 790,693 | 0 | SCHEDULE 13D/A, 2026-08-21 |
| Parsa Kiai | 790,693 | 0 | 790,693 | 0 | SCHEDULE 13D/A, 2026-08-21 |
| Susquehanna Portfolio Strategies, LLC | 41,777 | 587,214 | 41,777 | 587,214 | SCHEDULE 13G, 2026-08-14 |
| Susquehanna Securities, LLC | 545,437 | 587,214 | 545,437 | 587,214 | SCHEDULE 13G, 2026-08-14 |
| Charles Schwab Investment Management Inc | 396,996 | 0 | 396,996 | 0 | SCHEDULE 13G/A, 2026-08-12 |
| BlackRock, Inc. | 327,404 | 0 | 327,404 | 0 | SCHEDULE 13G/A, 2026-07-29 |
| Citadel Securities GP LLC | 0 | 236,447 | 0 | 236,447 | SCHEDULE 13G/A, 2026-08-14 |
| Citadel Securities LLC | 0 | 233,401 | 0 | 233,401 | SCHEDULE 13G/A, 2026-08-14 |
| Citadel Securities Group LP | 0 | 236,447 | 0 | 236,447 | SCHEDULE 13G/A, 2026-08-14 |
| Citadel Advisors LLC | 0 | 53,304 | 0 | 53,304 | SCHEDULE 13G/A, 2026-08-14 |
| Citadel Advisors Holdings LP | 0 | 53,304 | 0 | 53,304 | SCHEDULE 13G/A, 2026-08-14 |
| Citadel GP LLC | 0 | 53,304 | 0 | 53,304 | SCHEDULE 13G/A, 2026-08-14 |
| Kenneth Griffin | 0 | 289,751 | 0 | 289,751 | SCHEDULE 13G/A, 2026-08-14 |
The latest filing identifies Medifast Inc by CUSIP 58470H101 and gives its principal executive office as 1501 S. Clinton Street, Baltimore, MD 21224 (SCHEDULE 13D/A, 2026-08-21).
Source of funds (Item 3)
The Shares as to which this report on Schedule 13D is being filed were acquired at an aggregate price (excluding commissions) of approximately $8,360,835 and were purchased by clients of IA with working capital (which may, at any given time, include margin loans made by brokerage firms in the ordinary course of business) in open market purchases.Steamboat Capital Partners, LLC, SCHEDULE 13D/A, 2026-08-21
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | G1 Execution Services, LLC | 7.2% | SCHEDULE 13G |
| 2025-11-13 | Charles Schwab Investment Management Inc | 5.41% | SCHEDULE 13G |
| 2025-11-13 | G1 Execution Services, LLC | 6% | SCHEDULE 13G/A |
| 2026-02-12 | Charles Schwab Investment Management Inc | 7.06% | SCHEDULE 13G/A |
| 2026-02-13 | G1 Execution Services, LLC | 1.4% | SCHEDULE 13G/A |
| 2026-03-20 | Steamboat Capital Partners, LLC intent stated | 6% | SCHEDULE 13D |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-14 | Charles Schwab Investment Management Inc | 5.74% | SCHEDULE 13G/A |
| 2026-05-14 | Renaissance Technologies LLC | 6.96% | SCHEDULE 13G/A |
| 2026-05-15 | Citadel Securities GP LLC | 6.5% | SCHEDULE 13G |
| 2026-07-29 | BlackRock, Inc. | 2.9% | SCHEDULE 13G/A |
| 2026-08-12 | Charles Schwab Investment Management Inc | 3.6% | SCHEDULE 13G/A |
| 2026-08-14 | Kenneth Griffin | 2.6% | SCHEDULE 13G/A |
| 2026-08-14 | Susquehanna Portfolio Strategies, LLC | 5.3% | SCHEDULE 13G |
| 2026-08-21 | Steamboat Capital Partners, LLC | 7.1% | SCHEDULE 13D/A |
Questions about who owns Medifast Inc
Who owns Medifast Inc?
On this page, 3 holders' latest ownership filings report 5% or more of Medifast Inc: Steamboat Capital Partners, LLC (7.1%, Schedule 13D/A, filed 2026-08-21), Renaissance Technologies LLC (6.96%, Schedule 13G/A, filed 2026-05-14) and Susquehanna Portfolio Strategies, LLC (5.3%, Schedule 13G, filed 2026-08-14).
Who are the largest shareholders of Medifast Inc?
By the share each holder's latest filing reports, the largest holders of Medifast Inc on this page are Steamboat Capital Partners, LLC (7.1%), Renaissance Technologies LLC (6.96%) and Susquehanna Portfolio Strategies, LLC (5.3%).
When did Steamboat Capital Partners, LLC buy into Medifast Inc?
The filings give report dates, not purchase dates. The earliest filing from Steamboat Capital Partners, LLC on this page is the Schedule 13D/A, filed 2026-08-21, reporting 7.1%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 15 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Medifast Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| June 1, 2026 | Leadership change: Jason L. Groves departs, Chief Legal Officer | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.