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, Q4 2021
Institutional positions in Medallion Financial Corp as of Dec 31, 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
- 50
- +1 vs. Q3 2021
- Shares held
- 6.12M
- +486.7K (+8.6%) vs. Q3 2021
- Total value
- $35.5M
- −$8.66M (−19.6%) vs. Q3 2021
- New holders
- 7
- 16 more added
- Sold out
- 6
- 12 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 43 | $0 | 0.00% | −4,304−99.0% | Reduced |
| Key Financial Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 152 | $882 | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 500 | $3.00K | 0.00% | +500 | New |
| Wells Fargo & Company | 824 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $10.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,992 | $12.0K | 0.00% | −1,940−49.3% | Reduced |
| Cutler Group LP | 2,150 | $12.0K | 0.00% | +2,150 | New |
| US Bancorp | 2,857 | $17.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,970 | $17.0K | 0.00% | +2,570+642.5% | Added |
| Bank of America Corp | 3,217 | $18.0K | 0.00% | −218−6.3% | Reduced |
| Belvedere Trading LLC | 3,172 | $22.0K | 0.01% | +3,172 | New |
| Dorsey Wright & Associates | 6,031 | $35.0K | 0.01% | +816+15.6% | Added |
| Charles Schwab Investment Management Inc | 10,486 | $61.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 11,451 | $66.0K | 0.00% | +11,451 | New |
| Janney Montgomery Scott LLC | 12,144 | $70.0K | 0.00% | +1,670+15.9% | Added |
| Morgan Stanley | 13,271 | $76.0K | 0.00% | −572−4.1% | Reduced |
| JPMorgan Chase & Co | 16,036 | $93.0K | 0.00% | +6,817+73.9% | Added |
| Winton Group Ltd | 19,538 | $113.0K | 0.01% | −20,229−50.9% | Reduced |
| Advisor Group Holdings, Inc. | 22,264 | $129.0K | 0.00% | +22,264 | New |
| Simplex Trading, LLC | 22,636 | $131.0K | 0.00% | +18,251+416.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 24,000 | $139.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 25,327 | $147.0K | 0.00% | −176,554−87.5% | Reduced |
| Ridgewood Investments LLC | 25,348 | $147.0K | 0.09% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 28,840 | $167.0K | 0.00% | +14,453+100.5% | Added |
| Arrowstreet Capital, Limited Partnership | 30,125 | $175.0K | 0.00% | +6,925+29.8% | Added |
| rhino investment partners, Inc | 36,846 | $213.0K | 0.10% | −246,882−87.0% | Reduced |
| Raymond James & Associates | 37,054 | $215.0K | 0.00% | +15,804+74.4% | Added |
| Northern Trust Corp | 38,348 | $222.0K | 0.00% | +241+0.6% | Added |
| Bank of New York Mellon Corp | 40,255 | $234.0K | 0.00% | +8,811+28.0% | Added |
| Belpointe Asset Management LLC | 43,800 | $254.0K | 0.02% | +43,800 | New |
| State Street Corp | 46,229 | $268.0K | 0.00% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 57,671 | $334.0K | 0.02% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 66,820 | $388.0K | 0.15% | +46,620+230.8% | Added |
| Gabelli Funds LLC | 80,000 | $464.0K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 80,287 | $466.0K | 0.07% | 00.0% | Unchanged |
| BlackRock Inc. | 106,517 | $617.0K | 0.00% | +53,563+101.2% | Added |
| Bridgeway Capital Management, LLC | 108,244 | $628.0K | 0.01% | +6,700+6.6% | Added |
| Teton Advisors, Inc. | 110,000 | $638.0K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 111,440 | $646.0K | 0.00% | +31,334+39.1% | Added |
| Geode Capital Management, LLC | 151,228 | $877.0K | 0.00% | +1,120+0.7% | Added |
| Corsair Capital Management, L.P. | 159,241 | $924.0K | 0.17% | +108,649+214.8% | Added |
| Gamco Investors, Inc. Et Al | 175,000 | $1.01M | 0.01% | −4,000−2.2% | Reduced |
| Gratia Capital, LLC | 195,238 | $1.13M | 1.33% | −190,000−49.3% | Reduced |
| Stifel Financial Corp | 305,515 | $1.77M | 0.00% | −10,876−3.4% | Reduced |
| Tieton Capital Management, LLC | 834,921 | $4.84M | 2.71% | −74,125−8.2% | Reduced |
| Vanguard Group Inc | 909,269 | $5.27M | 0.00% | −77,079−7.8% | Reduced |
| Key Colony Management, LLC | 971,128 | $5.63M | 4.24% | +971,128 | New |
| Wellington Management Group LLP | 1,164,922 | $6.76M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −32,829−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −27,892−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −12,190−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −11,590−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |