Medallion Financial Corp
MFIN- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001000209
No open-market purchases or sales by Medallion Financial Corp insiders were filed in the last 90 days; 98 institutions reported holding it in 13F filings for Q2 2026, worth $80.9M in total; no superinvestor holds it.
Other share classesMBNKO
13F holders, Q2 2021
Institutional positions in Medallion Financial Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 48
- +7 vs. Q1 2021
- Shares held
- 5.54M
- +255.6K (+4.8%) vs. Q1 2021
- Total value
- $49.1M
- +$11.8M (+31.7%) vs. Q1 2021
- New holders
- 11
- 8 more added
- Sold out
- 4
- 12 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MFIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 98 | $80.9M |
| Q1 2026 | 95 | $68.2M |
| Q4 2025 | 98 | $80.4M |
| Q3 2025 | 91 | $75.1M |
| Q2 2025 | 90 | $70.5M |
| Q1 2025 | 84 | $62.3M |
| Q4 2024 | 81 | $67.9M |
| Q3 2024 | 82 | $56.5M |
| Q2 2024 | 81 | $51.5M |
| Q1 2024 | 84 | $51.7M |
| Q4 2023 | 76 | $51.0M |
| Q3 2023 | 71 | $34.2M |
| Q2 2023 | 58 | $35.3M |
| Q1 2023 | 57 | $34.7M |
| Q4 2022 | 53 | $32.2M |
| Q3 2022 | 52 | $34.0M |
| Q2 2022 | 57 | $34.0M |
| Q1 2022 | 63 | $48.7M |
| Q4 2021 | 50 | $35.5M |
| Q3 2021 | 49 | $44.1M |
| Q2 2021 | 48 | $49.1M |
| Q1 2021 | 41 | $37.2M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1 | $0 | 0.00% | +1 | New |
| Advisory Services Network, LLC | 30 | $0 | 0.00% | +30 | New |
| O'Shaughnessy Asset Management, LLC | 118 | $1.00K | 0.00% | +118 | New |
| BNP Paribas Arbitrage, SA | 152 | $1.35K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 300 | $3.00K | 0.00% | +300 | New |
| UBS Group AG | 415 | $4.00K | 0.00% | −1,576−79.2% | Reduced |
| Horan Securities, Inc. | 500 | $4.00K | 0.00% | +500 | New |
| Wells Fargo & Company | 832 | $8.00K | 0.00% | −201−19.5% | Reduced |
| JPMorgan Chase & Co | 939 | $8.00K | 0.00% | +914+3,656.0% | Added |
| Royal Bank of Canada | 1,032 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,111 | $9.00K | 0.00% | +597+116.1% | Added |
| Barclays PLC | 1,151 | $10.0K | 0.00% | +608+112.0% | Added |
| Investors Research Corp | 1,800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 3,309 | $29.0K | 0.00% | −71−2.1% | Reduced |
| US Bancorp | 3,357 | $30.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,385 | $38.0K | 0.00% | +4,385 | New |
| Dorsey Wright & Associates | 4,807 | $43.0K | 0.01% | +4,807 | New |
| Charles Schwab Investment Management Inc | 10,486 | $93.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 10,741 | $96.0K | 0.00% | −10,550−49.6% | Reduced |
| Quinn Opportunity Partners LLC | 11,590 | $103.0K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 23,200 | $206.0K | 0.00% | +23,200 | New |
| Sheaff Brock Investment Advisors, LLC | 24,000 | $213.0K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 25,348 | $225.0K | 0.14% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 31,444 | $279.0K | 0.00% | −10.0% | Reduced |
| Goldman Sachs Group Inc | 32,946 | $292.0K | 0.00% | −100−0.3% | Reduced |
| State Street Corp | 38,525 | $341.0K | 0.00% | +38,525 | New |
| Winton Group Ltd | 38,849 | $344.0K | 0.02% | +2,520+6.9% | Added |
| Northern Trust Corp | 39,910 | $354.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 44,891 | $398.0K | 0.01% | +44,891 | New |
| Susquehanna International Group, LLP | 47,709 | $423.0K | 0.00% | +47,709 | New |
| Corsair Capital Management, L.P. | 52,107 | $462.0K | 0.08% | −487−0.9% | Reduced |
| BlackRock Inc. | 56,828 | $503.0K | 0.00% | −7,117−11.1% | Reduced |
| Zeke Capital Advisors, LLC | 57,671 | $511.0K | 0.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 80,000 | $709.0K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 80,287 | $711.0K | 0.11% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 110,000 | $975.0K | 0.13% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 113,644 | $1.01M | 0.02% | +7,300+6.9% | Added |
| Geode Capital Management, LLC | 150,108 | $1.33M | 0.00% | +3,699+2.5% | Added |
| Gamco Investors, Inc. Et Al | 179,000 | $1.59M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 196,378 | $1.74M | 0.00% | −56,850−22.5% | Reduced |
| Stifel Financial Corp | 322,141 | $2.85M | 0.00% | −15,767−4.7% | Reduced |
| Gratia Capital, LLC | 385,238 | $3.41M | 3.91% | +253,869+193.2% | Added |
| rhino investment partners, Inc | 511,472 | $4.53M | 2.78% | −76,618−13.0% | Reduced |
| Vanguard Group Inc | 848,429 | $7.52M | 0.00% | +48,291+6.0% | Added |
| Tieton Capital Management, LLC | 933,411 | $8.27M | 4.40% | −3,430−0.4% | Reduced |
| Wellington Management Group LLP | 1,056,322 | $9.36M | 0.00% | 00.0% | Unchanged |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −35,200−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,909−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −5,635−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |