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, Q3 2022
Institutional positions in Medallion Financial Corp as of Sep 30, 2022. 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
- 52
- −5 vs. Q2 2022
- Shares held
- 4.84M
- −463.8K (−8.7%) vs. Q2 2022
- Total value
- $34.0M
- +$28.8K (+0.1%) vs. Q2 2022
- New holders
- 4
- 13 more added
- Sold out
- 9
- 20 more reduced
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 63 | $0 | 0.00% | +63 | New |
| FMR LLC | 240 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 771 | $5.41K | 0.00% | −5,108−86.9% | Reduced |
| Wells Fargo & Company | 827 | $6.00K | 0.00% | −12−1.4% | Reduced |
| Royal Bank of Canada | 1,045 | $7.00K | 0.00% | +13+1.3% | Added |
| Investors Research Corp | 1,800 | $13.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,620 | $19.0K | 0.00% | +2,220+555.0% | Added |
| Bank of America Corp | 3,213 | $23.0K | 0.00% | +20+0.6% | Added |
| Charles Schwab Investment Management Inc | 10,486 | $74.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 11,451 | $80.0K | 0.00% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 12,791 | $90.0K | 0.01% | +12,791 | New |
| LPL Financial LLC | 13,005 | $91.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 13,950 | $97.0K | 0.00% | −11,075−44.3% | Reduced |
| Raymond James & Associates | 15,725 | $110.0K | 0.00% | −1,450−8.4% | Reduced |
| Susquehanna International Group, LLP | 17,500 | $123.0K | 0.00% | +17,500 | New |
| Citadel Advisors LLC | 21,978 | $154.0K | 0.00% | −36,519−62.4% | Reduced |
| Qube Research & Technologies Ltd | 22,256 | $156.0K | 0.00% | +3,922+21.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 24,000 | $168.0K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 26,290 | $184.0K | 0.00% | −10,089−27.7% | Reduced |
| Janney Montgomery Scott LLC | 27,488 | $193.0K | 0.00% | +7,725+39.1% | Added |
| Ritholtz Wealth Management | 31,007 | $218.0K | 0.01% | +11,945+62.7% | Added |
| Advisor Group Holdings, Inc. | 32,264 | $227.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 34,550 | $243.0K | 0.00% | −1,746−4.8% | Reduced |
| Two Sigma Investments, LP | 38,664 | $271.0K | 0.00% | +8,288+27.3% | Added |
| Trexquant Investment LP | 39,179 | $275.0K | 0.01% | +20,561+110.4% | Added |
| Bank of New York Mellon Corp | 39,750 | $279.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 47,774 | $335.0K | 0.00% | −2,652−5.3% | Reduced |
| PL Capital Advisors, LLC | 50,000 | $351.0K | 0.10% | +50,000 | New |
| Zeke Capital Advisors, LLC | 57,671 | $405.0K | 0.03% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 58,148 | $408.0K | 0.00% | −1,621−2.7% | Reduced |
| Millennium Management LLC | 64,131 | $450.0K | 0.00% | −18,751−22.6% | Reduced |
| State Street Corp | 66,324 | $466.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 68,121 | $478.0K | 0.00% | +4,700+7.4% | Added |
| Belpointe Asset Management LLC | 70,566 | $495.0K | 0.03% | −674−0.9% | Reduced |
| Two Sigma Advisers, LP | 72,400 | $508.0K | 0.00% | +24,100+49.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 72,545 | $509.0K | 0.00% | −360−0.5% | Reduced |
| Soltis Investment Advisors LLC | 73,876 | $519.0K | 0.08% | −6,411−8.0% | Reduced |
| Gabelli Funds LLC | 80,000 | $562.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 81,538 | $572.0K | 0.01% | +28,738+54.4% | Added |
| BlackRock Inc. | 88,341 | $619.0K | 0.00% | −5,338−5.7% | Reduced |
| Teton Advisors, Inc. | 102,000 | $716.0K | 0.17% | −8,000−7.3% | Reduced |
| Corsair Capital Management, L.P. | 124,711 | $875.0K | 0.39% | −4,547−3.5% | Reduced |
| Gamco Investors, Inc. Et Al | 170,000 | $1.19M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 197,881 | $1.39M | 0.00% | −402−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 253,003 | $1.78M | 0.05% | +7,400+3.0% | Added |
| Stifel Financial Corp | 324,965 | $2.28M | 0.00% | −720−0.2% | Reduced |
| Key Colony Management, LLC | 379,705 | $2.67M | 3.05% | −120,185−24.0% | Reduced |
| Vanguard Group Inc | 941,268 | $6.61M | 0.00% | +2300.0% | Added |
| Tieton Capital Management, LLC | 950,616 | $6.67M | 4.69% | −1,720−0.2% | Reduced |
| Gratia Capital, LLC | 0 | $0 | 0.00% | −337,640−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −26,207−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,266−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −15,301−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,997−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −9,565−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |