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, Q1 2023
Institutional positions in Medallion Financial Corp as of Mar 31, 2023. 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
- 57
- +5 vs. Q4 2022
- Shares held
- 4.51M
- +52.4K (+1.2%) vs. Q4 2022
- Total value
- $34.7M
- +$2.86M (+9.0%) vs. Q4 2022
- New holders
- 11
- 16 more added
- Sold out
- 6
- 12 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 977,927 | $7.50M | 0.00% | −12,100−1.2% | Reduced |
| Tieton Capital Management, LLC | 854,105 | $6.55M | 4.67% | −83,225−8.9% | Reduced |
| Stifel Financial Corp | 270,421 | $2.07M | 0.00% | −50,032−15.6% | Reduced |
| Bridgeway Capital Management, LLC | 253,003 | $1.94M | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 198,281 | $1.52M | 0.00% | +229+0.1% | Added |
| Gamco Investors, Inc. Et Al | 170,000 | $1.30M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 122,174 | $937.0K | 0.00% | +122,174 | New |
| BlackRock Inc. | 115,214 | $883.7K | 0.00% | +1,112+1.0% | Added |
| Teton Advisors, Inc. | 96,000 | $736.3K | 0.20% | −324−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 93,121 | $714.2K | 0.01% | +13,002+16.2% | Added |
| Gabelli Funds LLC | 80,000 | $613.6K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 74,300 | $570.0K | 0.00% | +5,074+7.3% | Added |
| Soltis Investment Advisors LLC | 73,876 | $566.6K | 0.07% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 73,753 | $565.7K | 0.21% | −13,212−15.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 68,636 | $526.0K | 0.00% | +10,488+18.0% | Added |
| Jane Street Group, LLC | 67,541 | $518.0K | 0.00% | +67,541 | New |
| State Street Corp | 65,824 | $504.9K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 62,360 | $478.3K | 0.00% | −2,604−4.0% | Reduced |
| Susquehanna International Group, LLP | 60,133 | $461.2K | 0.00% | +38,330+175.8% | Added |
| Bank of America Corp | 51,489 | $394.9K | 0.00% | +49,363+2,321.9% | Added |
| Janney Montgomery Scott LLC | 50,208 | $385.0K | 0.00% | +21,321+73.8% | Added |
| Two Sigma Advisers, LP | 46,700 | $358.2K | 0.00% | −14,000−23.1% | Reduced |
| Marshall Wace, LLP | 44,727 | $343.1K | 0.00% | −23,476−34.4% | Reduced |
| Belpointe Asset Management LLC | 41,014 | $314.6K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 41,014 | $314.6K | 0.17% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 39,750 | $304.9K | 0.00% | +10.0% | Added |
| Citigroup Inc | 38,968 | $298.9K | 0.00% | +38,968 | New |
| Ritholtz Wealth Management | 38,389 | $294.4K | 0.01% | +5,873+18.1% | Added |
| Northern Trust Corp | 34,791 | $266.8K | 0.00% | −103−0.3% | Reduced |
| Morgan Stanley | 34,083 | $261.4K | 0.00% | +11,629+51.8% | Added |
| Advisor Group Holdings, Inc. | 32,264 | $247.5K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 32,180 | $246.8K | 0.00% | +14,083+77.8% | Added |
| Goldman Sachs Group Inc | 25,979 | $199.3K | 0.00% | +25,979 | New |
| Sheaff Brock Investment Advisors, LLC | 24,000 | $184.1K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 15,725 | $120.6K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 13,982 | $107.5K | 0.00% | +744+5.6% | Added |
| Stokes Family Office, LLC | 13,945 | $107.0K | 0.01% | +13,945 | New |
| Royal Bank of Canada | 13,832 | $106.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 13,574 | $104.0K | 0.00% | −7,592−35.9% | Reduced |
| Man Group plc | – | $100.8K | 0.00% | – | New |
| LPL Financial LLC | 13,005 | $99.7K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 11,451 | $87.8K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 10,888 | $83.0K | 0.00% | +10,888 | New |
| Corton Capital Inc. | 10,373 | $79.6K | 0.06% | +10,373 | New |
| Two Sigma Investments, LP | 10,347 | $79.4K | 0.00% | −4,100−28.4% | Reduced |
| UBS Group AG | 8,089 | $62.0K | 0.00% | +6,536+420.9% | Added |
| Tower Research Capital LLC (TRC) | 6,492 | $50.0K | 0.00% | +6,492 | New |
| Citadel Advisors LLC | 6,176 | $47.4K | 0.00% | +6,176 | New |
| Ridgewood Investments LLC | 5,000 | $38.4K | 0.02% | +5,000 | New |
| Investors Research Corp | 1,800 | $13.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,500 | $11.5K | 0.00% | −500−25.0% | Reduced |
| Wells Fargo & Company | 826 | $6.34K | 0.00% | +3+0.4% | Added |
| Horan Securities, Inc. | 500 | $3.83K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 253 | $1.94K | 0.00% | +7+2.8% | Added |
| BNP Paribas Arbitrage, SA | 115 | $882 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 30 | $230 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $46 | 0.00% | 00.0% | Unchanged |
| Key Colony Management, LLC | 0 | $0 | 0.00% | −79,007−100.0% | Sold out |
| PL Capital Advisors, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −47,534−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −22,768−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −11,913−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −10,486−100.0% | Sold out |
| Zeke Capital Advisors, LLC | – | – | – | – | Not filed |