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