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 |
|---|---|---|---|---|---|
| Key Financial Inc | 6 | $46 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 30 | $230 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 115 | $882 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 253 | $1.94K | 0.00% | +7+2.8% | Added |
| Horan Securities, Inc. | 500 | $3.83K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 826 | $6.34K | 0.00% | +3+0.4% | Added |
| US Bancorp | 1,500 | $11.5K | 0.00% | −500−25.0% | Reduced |
| Investors Research Corp | 1,800 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,000 | $38.4K | 0.02% | +5,000 | New |
| Citadel Advisors LLC | 6,176 | $47.4K | 0.00% | +6,176 | New |
| Tower Research Capital LLC (TRC) | 6,492 | $50.0K | 0.00% | +6,492 | New |
| UBS Group AG | 8,089 | $62.0K | 0.00% | +6,536+420.9% | Added |
| Two Sigma Investments, LP | 10,347 | $79.4K | 0.00% | −4,100−28.4% | Reduced |
| Corton Capital Inc. | 10,373 | $79.6K | 0.06% | +10,373 | New |
| HRT Financial LP | 10,888 | $83.0K | 0.00% | +10,888 | New |
| Dimensional Fund Advisors LP | 11,451 | $87.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 13,005 | $99.7K | 0.00% | 00.0% | Unchanged |
| Man Group plc | – | $100.8K | 0.00% | – | New |
| JPMorgan Chase & Co | 13,574 | $104.0K | 0.00% | −7,592−35.9% | Reduced |
| Royal Bank of Canada | 13,832 | $106.0K | 0.00% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 13,945 | $107.0K | 0.01% | +13,945 | New |
| American Century Companies Inc | 13,982 | $107.5K | 0.00% | +744+5.6% | Added |
| Raymond James & Associates | 15,725 | $120.6K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 24,000 | $184.1K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 25,979 | $199.3K | 0.00% | +25,979 | New |
| Qube Research & Technologies Ltd | 32,180 | $246.8K | 0.00% | +14,083+77.8% | Added |
| Advisor Group Holdings, Inc. | 32,264 | $247.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 34,083 | $261.4K | 0.00% | +11,629+51.8% | Added |
| Northern Trust Corp | 34,791 | $266.8K | 0.00% | −103−0.3% | Reduced |
| Ritholtz Wealth Management | 38,389 | $294.4K | 0.01% | +5,873+18.1% | Added |
| Citigroup Inc | 38,968 | $298.9K | 0.00% | +38,968 | New |
| Bank of New York Mellon Corp | 39,750 | $304.9K | 0.00% | +10.0% | Added |
| 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 |
| Marshall Wace, LLP | 44,727 | $343.1K | 0.00% | −23,476−34.4% | Reduced |
| Two Sigma Advisers, LP | 46,700 | $358.2K | 0.00% | −14,000−23.1% | Reduced |
| Janney Montgomery Scott LLC | 50,208 | $385.0K | 0.00% | +21,321+73.8% | Added |
| Bank of America Corp | 51,489 | $394.9K | 0.00% | +49,363+2,321.9% | Added |
| Susquehanna International Group, LLP | 60,133 | $461.2K | 0.00% | +38,330+175.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 62,360 | $478.3K | 0.00% | −2,604−4.0% | Reduced |
| State Street Corp | 65,824 | $504.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 67,541 | $518.0K | 0.00% | +67,541 | New |
| Arrowstreet Capital, Limited Partnership | 68,636 | $526.0K | 0.00% | +10,488+18.0% | Added |
| Corsair Capital Management, L.P. | 73,753 | $565.7K | 0.21% | −13,212−15.2% | Reduced |
| Soltis Investment Advisors LLC | 73,876 | $566.6K | 0.07% | 00.0% | Unchanged |
| LSV Asset Management | 74,300 | $570.0K | 0.00% | +5,074+7.3% | Added |
| Gabelli Funds LLC | 80,000 | $613.6K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 93,121 | $714.2K | 0.01% | +13,002+16.2% | Added |
| Teton Advisors, Inc. | 96,000 | $736.3K | 0.20% | −324−0.3% | Reduced |
| BlackRock Inc. | 115,214 | $883.7K | 0.00% | +1,112+1.0% | Added |
| Millennium Management LLC | 122,174 | $937.0K | 0.00% | +122,174 | New |
| Gamco Investors, Inc. Et Al | 170,000 | $1.30M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 198,281 | $1.52M | 0.00% | +229+0.1% | Added |
| Bridgeway Capital Management, LLC | 253,003 | $1.94M | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 270,421 | $2.07M | 0.00% | −50,032−15.6% | Reduced |
| Tieton Capital Management, LLC | 854,105 | $6.55M | 4.67% | −83,225−8.9% | Reduced |
| Vanguard Group Inc | 977,927 | $7.50M | 0.00% | −12,100−1.2% | Reduced |
| 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 |