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 2022
Institutional positions in Medallion Financial Corp as of Dec 31, 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
- 53
- +1 vs. Q3 2022
- Shares held
- 4.52M
- −325.6K (−6.7%) vs. Q3 2022
- Total value
- $32.2M
- −$1.74M (−5.1%) vs. Q3 2022
- New holders
- 5
- 11 more added
- Sold out
- 4
- 20 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 990,027 | $7.07M | 0.00% | +48,759+5.2% | Added |
| Tieton Capital Management, LLC | 937,330 | $6.69M | 4.42% | −13,286−1.4% | Reduced |
| Stifel Financial Corp | 320,453 | $2.29M | 0.00% | −4,512−1.4% | Reduced |
| Bridgeway Capital Management, LLC | 253,003 | $1.81M | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 198,052 | $1.41M | 0.00% | +171+0.1% | Added |
| Gamco Investors, Inc. Et Al | 170,000 | $1.21M | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 114,102 | $814.7K | 0.00% | +25,761+29.2% | Added |
| Teton Advisors, Inc. | 96,324 | $687.8K | 0.18% | −5,676−5.6% | Reduced |
| Corsair Capital Management, L.P. | 86,965 | $620.9K | 0.23% | −37,746−30.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 80,119 | $572.0K | 0.01% | −1,419−1.7% | Reduced |
| Gabelli Funds LLC | 80,000 | $571.2K | 0.00% | 00.0% | Unchanged |
| Key Colony Management, LLC | 79,007 | $564.0K | 0.61% | −300,698−79.2% | Reduced |
| Soltis Investment Advisors LLC | 73,876 | $527.5K | 0.07% | 00.0% | Unchanged |
| LSV Asset Management | 69,226 | $494.0K | 0.00% | +69,226 | New |
| Marshall Wace, LLP | 68,203 | $487.0K | 0.00% | +82+0.1% | Added |
| State Street Corp | 65,824 | $470.0K | 0.00% | −500−0.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 64,964 | $463.8K | 0.00% | −7,581−10.5% | Reduced |
| Two Sigma Advisers, LP | 60,700 | $433.4K | 0.00% | −11,700−16.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 58,148 | $415.0K | 0.00% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 57,671 | $411.8K | 0.03% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 50,000 | $357.0K | 0.10% | 00.0% | Unchanged |
| Invesco Ltd. | 47,534 | $339.4K | 0.00% | −240−0.5% | Reduced |
| Belpointe Asset Management LLC | 41,014 | $292.8K | 0.02% | −29,552−41.9% | Reduced |
| Fortis Capital Advisors, LLC | 41,014 | $292.8K | 0.17% | +41,014 | New |
| Bank of New York Mellon Corp | 39,749 | $283.8K | 0.00% | −10.0% | Reduced |
| Northern Trust Corp | 34,894 | $249.1K | 0.00% | +344+1.0% | Added |
| Ritholtz Wealth Management | 32,516 | $232.2K | 0.01% | +1,509+4.9% | Added |
| Advisor Group Holdings, Inc. | 32,264 | $231.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 28,887 | $206.0K | 0.00% | +1,399+5.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 24,000 | $171.4K | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 22,768 | $162.6K | 0.00% | −16,411−41.9% | Reduced |
| Morgan Stanley | 22,454 | $160.3K | 0.00% | +8,504+61.0% | Added |
| Susquehanna International Group, LLP | 21,803 | $155.7K | 0.00% | +4,303+24.6% | Added |
| JPMorgan Chase & Co | 21,166 | $151.0K | 0.00% | −5,124−19.5% | Reduced |
| Qube Research & Technologies Ltd | 18,097 | $129.2K | 0.00% | −4,159−18.7% | Reduced |
| Raymond James & Associates | 15,725 | $112.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 14,447 | $103.2K | 0.00% | −24,217−62.6% | Reduced |
| Royal Bank of Canada | 13,832 | $98.0K | 0.00% | +12,787+1,223.6% | Added |
| American Century Companies Inc | 13,238 | $94.5K | 0.00% | +13,238 | New |
| LPL Financial LLC | 13,005 | $92.9K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 11,913 | $85.1K | 0.01% | +11,913 | New |
| Dimensional Fund Advisors LP | 11,451 | $82.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 10,486 | $74.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,126 | $15.2K | 0.00% | −1,087−33.8% | Reduced |
| US Bancorp | 2,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $12.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,553 | $11.1K | 0.00% | −1,067−40.7% | Reduced |
| Wells Fargo & Company | 823 | $5.88K | 0.00% | −4−0.5% | Reduced |
| Horan Securities, Inc. | 500 | $3.57K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 246 | $1.76K | 0.00% | +6+2.5% | Added |
| BNP Paribas Arbitrage, SA | 115 | $821 | 0.00% | −656−85.1% | Reduced |
| Advisory Services Network, LLC | 30 | $214 | 0.00% | +30 | New |
| Key Financial Inc | 6 | $42 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −64,131−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,978−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −12,791−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −63−100.0% | Sold out |