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, Q2 2023
Institutional positions in Medallion Financial Corp as of Jun 30, 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
- 58
- +1 vs. Q1 2023
- Shares held
- 4.46M
- −49.8K (−1.1%) vs. Q1 2023
- Total value
- $35.3M
- +$589.2K (+1.7%) vs. Q1 2023
- New holders
- 9
- 17 more added
- Sold out
- 8
- 18 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 974,566 | $7.71M | 0.00% | −3,361−0.3% | Reduced |
| Tieton Capital Management, LLC | 866,230 | $6.85M | 4.40% | +12,125+1.4% | Added |
| Stifel Financial Corp | 285,385 | $2.26M | 0.00% | +14,964+5.5% | Added |
| Millennium Management LLC | 235,618 | $1.86M | 0.00% | +113,444+92.9% | Added |
| Bridgeway Capital Management, LLC | 211,303 | $1.67M | 0.04% | −41,700−16.5% | Reduced |
| Geode Capital Management, LLC | 186,089 | $1.47M | 0.00% | −12,192−6.1% | Reduced |
| Gamco Investors, Inc. Et Al | 165,000 | $1.31M | 0.01% | −5,000−2.9% | Reduced |
| BlackRock Inc. | 122,473 | $968.8K | 0.00% | +7,259+6.3% | Added |
| Teton Advisors, Inc. | 96,000 | $759.4K | 0.21% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 93,591 | $740.0K | 0.00% | +43,383+86.4% | Added |
| Gabelli Funds LLC | 80,000 | $632.8K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 79,400 | $628.0K | 0.00% | +5,100+6.9% | Added |
| Corsair Capital Management, L.P. | 70,888 | $560.7K | 0.19% | −2,865−3.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 69,732 | $551.6K | 0.00% | +7,372+11.8% | Added |
| Arrowstreet Capital, Limited Partnership | 67,636 | $535.0K | 0.00% | −1,000−1.5% | Reduced |
| State Street Corp | 65,184 | $515.6K | 0.00% | −640−1.0% | Reduced |
| Marshall Wace, LLP | 62,961 | $498.0K | 0.00% | +18,234+40.8% | Added |
| Sequoia Financial Advisors, LLC | 57,671 | $456.2K | 0.01% | +57,671 | New |
| O'Shaughnessy Asset Management, LLC | 53,520 | $423.3K | 0.01% | −39,601−42.5% | Reduced |
| Soltis Investment Advisors LLC | 48,876 | $386.6K | 0.04% | −25,000−33.8% | Reduced |
| Two Sigma Advisers, LP | 45,300 | $358.3K | 0.00% | −1,400−3.0% | Reduced |
| Citadel Advisors LLC | 43,495 | $344.0K | 0.00% | +37,319+604.3% | Added |
| Bank of New York Mellon Corp | 39,750 | $314.4K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 35,838 | $283.5K | 0.00% | +1,047+3.0% | Added |
| Advisor Group Holdings, Inc. | 32,264 | $255.2K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 29,247 | $231.3K | 0.00% | +29,247 | New |
| Jane Street Group, LLC | 25,329 | $200.4K | 0.00% | −42,212−62.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 24,000 | $189.8K | 0.02% | 00.0% | Unchanged |
| Corton Capital Inc. | 23,557 | $186.3K | 0.09% | +13,184+127.1% | Added |
| JPMorgan Chase & Co | 22,090 | $174.7K | 0.00% | +8,516+62.7% | Added |
| Two Sigma Investments, LP | 21,723 | $171.8K | 0.00% | +11,376+109.9% | Added |
| Ritholtz Wealth Management | 20,364 | $161.1K | 0.01% | −18,025−47.0% | Reduced |
| Goldman Sachs Group Inc | 18,910 | $149.6K | 0.00% | −7,069−27.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 18,300 | $144.8K | 0.04% | +18,300 | New |
| Royal Bank of Canada | 15,790 | $125.0K | 0.00% | +1,958+14.2% | Added |
| Raymond James & Associates | 15,725 | $124.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 14,555 | $115.1K | 0.00% | +1,550+11.9% | Added |
| LMR Partners LLP | 14,259 | $112.8K | 0.00% | +14,259 | New |
| American Century Companies Inc | 13,982 | $110.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,883 | $101.9K | 0.00% | +6,391+98.4% | Added |
| Morgan Stanley | 12,588 | $99.6K | 0.00% | −21,495−63.1% | Reduced |
| Delphia (USA) Inc. | 12,235 | $96.8K | 0.15% | +12,235 | New |
| Quadrature Capital Ltd | 11,993 | $95.6K | 0.00% | +11,993 | New |
| Stokes Family Office, LLC | 11,523 | $91.1K | 0.01% | −2,422−17.4% | Reduced |
| Dimensional Fund Advisors LP | 11,451 | $90.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,767 | $45.6K | 0.00% | −2,322−28.7% | Reduced |
| Ridgewood Investments LLC | 5,000 | $39.5K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 2,905 | $23.0K | 0.00% | +2,905 | New |
| Bank of America Corp | 2,129 | $16.8K | 0.00% | −49,360−95.9% | Reduced |
| Investors Research Corp | 1,800 | $14.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,500 | $11.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 833 | $6.58K | 0.00% | +7+0.8% | Added |
| Horan Securities, Inc. | 500 | $3.96K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 287 | $2.27K | 0.00% | +287 | New |
| FMR LLC | 240 | $1.90K | 0.00% | −13−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 115 | $910 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $47 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −60,133−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −41,014−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −41,014−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −38,968−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,180−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,888−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |