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, Q3 2023
Institutional positions in Medallion Financial Corp as of Sep 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
- 71
- +13 vs. Q2 2023
- Shares held
- 4.88M
- +415.8K (+9.3%) vs. Q2 2023
- Total value
- $34.2M
- −$1.05M (−3.0%) vs. Q2 2023
- New holders
- 18
- 20 more added
- Sold out
- 5
- 15 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 978,566 | $6.87M | 0.00% | +4,000+0.4% | Added |
| Tieton Capital Management, LLC | 824,895 | $5.79M | 3.65% | −41,335−4.8% | Reduced |
| Stifel Financial Corp | 268,086 | $1.88M | 0.00% | −17,299−6.1% | Reduced |
| Millennium Management LLC | 196,948 | $1.38M | 0.00% | −38,670−16.4% | Reduced |
| Geode Capital Management, LLC | 173,088 | $1.22M | 0.00% | −13,001−7.0% | Reduced |
| Gamco Investors, Inc. Et Al | 165,000 | $1.16M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 154,974 | $1.09M | 0.03% | −56,329−26.7% | Reduced |
| Two Sigma Investments, LP | 120,651 | $847.0K | 0.00% | +98,928+455.4% | Added |
| BlackRock Inc. | 119,693 | $840.2K | 0.00% | −2,780−2.3% | Reduced |
| Two Sigma Advisers, LP | 116,746 | $819.6K | 0.00% | +71,446+157.7% | Added |
| Arrowstreet Capital, Limited Partnership | 114,498 | $804.0K | 0.00% | +46,862+69.3% | Added |
| Marshall Wace, LLP | 96,388 | $676.6K | 0.00% | +33,427+53.1% | Added |
| Teton Advisors, Inc. | 96,000 | $673.9K | 0.21% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 94,804 | $666.0K | 0.00% | +1,213+1.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 87,204 | $612.2K | 0.00% | +17,472+25.1% | Added |
| LSV Asset Management | 81,400 | $571.0K | 0.00% | +2,000+2.5% | Added |
| Gabelli Funds LLC | 80,000 | $561.6K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 73,738 | $517.6K | 0.01% | +20,218+37.8% | Added |
| Corsair Capital Management, L.P. | 70,883 | $497.6K | 0.17% | −50.0% | Reduced |
| State Street Corp | 65,184 | $457.6K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 59,361 | $416.1K | 0.01% | +47,368+395.0% | Added |
| Sequoia Financial Advisors, LLC | 57,671 | $404.9K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 57,461 | $403.4K | 0.00% | +28,214+96.5% | Added |
| Citigroup Inc | 53,441 | $375.2K | 0.00% | +53,441 | New |
| Susquehanna International Group, LLP | 52,476 | $368.4K | 0.00% | +52,476 | New |
| Soltis Investment Advisors LLC | 48,876 | $343.1K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 45,632 | $320.3K | 0.00% | +2,137+4.9% | Added |
| Bank of New York Mellon Corp | 39,750 | $279.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 33,519 | $235.3K | 0.01% | +13,155+64.6% | Added |
| Northern Trust Corp | 32,880 | $230.8K | 0.00% | −2,958−8.3% | Reduced |
| American Century Companies Inc | 31,867 | $223.7K | 0.00% | +17,885+127.9% | Added |
| Cox Capital Mgt LLC | 31,030 | $217.8K | 0.15% | +31,030 | New |
| Corton Capital Inc. | 26,100 | $183.2K | 0.09% | +2,543+10.8% | Added |
| IHT Wealth Management, LLC | 25,134 | $176.4K | 0.01% | +25,134 | New |
| Sheaff Brock Investment Advisors, LLC | 24,000 | $168.5K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 22,137 | $155.0K | 0.00% | +6,347+40.2% | Added |
| JPMorgan Chase & Co | 20,746 | $145.6K | 0.00% | −1,344−6.1% | Reduced |
| Goldman Sachs Group Inc | 19,307 | $135.5K | 0.00% | +397+2.1% | Added |
| PAX Financial Group, LLC | 18,536 | $130.1K | 0.03% | +18,536 | New |
| Cutter & CO Brokerage, Inc. | 18,300 | $128.5K | 0.04% | 00.0% | Unchanged |
| EAM Investors, LLC | 17,863 | $125.4K | 0.02% | +17,863 | New |
| Hillsdale Investment Management Inc. | 17,200 | $120.7K | 0.01% | +17,200 | New |
| Raymond James & Associates | 15,725 | $110.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 14,010 | $98.3K | 0.00% | −545−3.7% | Reduced |
| Jefferies Financial Group Inc. | 14,000 | $98.3K | 0.00% | +14,000 | New |
| Morgan Stanley | 12,735 | $89.4K | 0.00% | +147+1.2% | Added |
| Denali Advisors LLC | 12,000 | $84.2K | 0.03% | +12,000 | New |
| Jane Street Group, LLC | 11,950 | $83.9K | 0.00% | −13,379−52.8% | Reduced |
| Dimensional Fund Advisors LP | 11,451 | $80.4K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,203 | $71.6K | 0.00% | +10,203 | New |
| Stokes Family Office, LLC | 10,173 | $71.4K | 0.01% | −1,350−11.7% | Reduced |
| Barclays PLC | 8,082 | $56.7K | 0.00% | +8,082 | New |
| UBS Group AG | 5,825 | $40.9K | 0.00% | +58+1.0% | Added |
| Qube Research & Technologies Ltd | 4,508 | $31.6K | 0.00% | +4,508 | New |
| Rhumbline Advisers | 2,905 | $20.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,174 | $15.3K | 0.00% | +45+2.1% | Added |
| Investors Research Corp | 1,800 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,336 | $9.74K | 0.00% | +1,336 | New |
| US Bancorp | 1,000 | $7.02K | 0.00% | −500−33.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 940 | $6.60K | 0.00% | +940 | New |
| Wells Fargo & Company | 820 | $5.75K | 0.00% | −13−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 785 | $5.51K | 0.00% | −12,098−93.9% | Reduced |
| GWM Advisors LLC | 387 | $2.72K | 0.00% | +387 | New |
| Creative Planning | 318 | $2.23K | 0.00% | +318 | New |
| C M Bidwell & Associates Ltd | 287 | $2.02K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 240 | $1.69K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 226 | $1.59K | 0.00% | +226 | New |
| Federated Hermes, Inc. | 119 | $835 | 0.00% | +119 | New |
| BNP Paribas Arbitrage, SA | 115 | $807 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $42 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −32,264−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −14,259−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −12,235−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |