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