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