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, Q4 2023
Institutional positions in Medallion Financial Corp as of Dec 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
- 76
- +5 vs. Q3 2023
- Shares held
- 5.17M
- +298.7K (+6.1%) vs. Q3 2023
- Total value
- $51.0M
- +$16.7M (+48.9%) vs. Q3 2023
- New holders
- 14
- 23 more added
- Sold out
- 9
- 19 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 978,566 | $9.64M | 0.00% | 00.0% | Unchanged |
| Tieton Capital Management, LLC | 810,135 | $7.98M | 4.50% | −14,760−1.8% | Reduced |
| Stifel Financial Corp | 272,397 | $2.68M | 0.00% | +4,311+1.6% | Added |
| Geode Capital Management, LLC | 181,385 | $1.79M | 0.00% | +8,297+4.8% | Added |
| Gamco Investors, Inc. Et Al | 162,000 | $1.60M | 0.02% | −3,000−1.8% | Reduced |
| BlackRock Inc. | 147,359 | $1.45M | 0.00% | +27,666+23.1% | Added |
| Millennium Management LLC | 133,503 | $1.32M | 0.00% | −63,445−32.2% | Reduced |
| Susquehanna International Group, LLP | 115,085 | $1.13M | 0.00% | +62,609+119.3% | Added |
| Arrowstreet Capital, Limited Partnership | 114,498 | $1.13M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 110,903 | $1.09M | 0.02% | −44,071−28.4% | Reduced |
| Two Sigma Investments, LP | 97,858 | $963.9K | 0.00% | −22,793−18.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 95,154 | $937.3K | 0.01% | +21,416+29.0% | Added |
| Marshall Wace, LLP | 94,877 | $934.5K | 0.00% | −1,511−1.6% | Reduced |
| Teton Advisors, Inc. | 94,700 | $932.8K | 0.31% | −1,300−1.4% | Reduced |
| Two Sigma Advisers, LP | 89,500 | $881.6K | 0.00% | −27,246−23.3% | Reduced |
| Jane Street Group, LLC | 87,465 | $861.5K | 0.00% | +75,515+631.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 87,440 | $861.3K | 0.00% | +236+0.3% | Added |
| Janney Montgomery Scott LLC | 82,957 | $817.0K | 0.00% | −11,847−12.5% | Reduced |
| LSV Asset Management | 81,400 | $802.0K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 80,000 | $788.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 70,300 | $692.5K | 0.00% | +16,859+31.5% | Added |
| American Century Companies Inc | 69,679 | $686.3K | 0.00% | +37,812+118.7% | Added |
| State Street Corp | 64,884 | $639.1K | 0.00% | −300−0.5% | Reduced |
| Laurion Capital Management LP | 63,110 | $621.6K | 0.02% | +63,110 | New |
| Corsair Capital Management, L.P. | 60,883 | $599.7K | 0.19% | −10,000−14.1% | Reduced |
| Balyasny Asset Management LLC | 53,445 | $526.4K | 0.00% | +53,445 | New |
| Qube Research & Technologies Ltd | 52,733 | $519.4K | 0.00% | +48,225+1,069.8% | Added |
| Soltis Investment Advisors LLC | 48,876 | $481.4K | 0.05% | 00.0% | Unchanged |
| Corton Capital Inc. | 46,177 | $454.8K | 0.14% | +20,077+76.9% | Added |
| Man Group plc | 45,842 | $451.5K | 0.00% | +45,842 | New |
| Squarepoint Ops LLC | 42,873 | $422.3K | 0.00% | −14,588−25.4% | Reduced |
| Bank of New York Mellon Corp | 39,751 | $391.5K | 0.00% | +10.0% | Added |
| JPMorgan Chase & Co | 38,825 | $382.4K | 0.00% | +18,079+87.1% | Added |
| Bank of America Corp | 38,159 | $375.9K | 0.00% | +35,985+1,655.2% | Added |
| Ritholtz Wealth Management | 37,663 | $371.0K | 0.01% | +4,144+12.4% | Added |
| ExodusPoint Capital Management, LP | 36,182 | $356.0K | 0.00% | +36,182 | New |
| Barclays PLC | 35,865 | $353.3K | 0.00% | +27,783+343.8% | Added |
| Northern Trust Corp | 34,380 | $338.6K | 0.00% | +1,500+4.6% | Added |
| IHT Wealth Management, LLC | 28,915 | $284.8K | 0.01% | +3,781+15.0% | Added |
| Morgan Stanley | 25,622 | $252.4K | 0.00% | +12,887+101.2% | Added |
| Goldman Sachs Group Inc | 24,498 | $241.3K | 0.00% | +5,191+26.9% | Added |
| 683 Capital Management, LLC | 24,397 | $240.3K | 0.02% | +24,397 | New |
| Sheaff Brock Investment Advisors, LLC | 24,000 | $236.4K | 0.02% | 00.0% | Unchanged |
| Denali Advisors LLC | 22,300 | $219.7K | 0.07% | +10,300+85.8% | Added |
| Oracle Alpha Inc. | 20,199 | $199.0K | 0.26% | +20,199 | New |
| Royal Bank of Canada | 19,342 | $190.0K | 0.00% | −2,795−12.6% | Reduced |
| Citadel Advisors LLC | 18,902 | $186.2K | 0.00% | −26,730−58.6% | Reduced |
| Jump Financial, LLC | 16,321 | $160.8K | 0.01% | +16,321 | New |
| Raymond James & Associates | 15,725 | $154.9K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 15,700 | $154.6K | 0.01% | −1,500−8.7% | Reduced |
| Cubist Systematic Strategies, LLC | 15,223 | $149.9K | 0.00% | +15,223 | New |
| Cutter & CO Brokerage, Inc. | 14,800 | $145.8K | 0.04% | −3,500−19.1% | Reduced |
| LPL Financial LLC | 14,010 | $138.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 14,000 | $137.9K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,507 | $133.0K | 0.00% | −45,854−77.2% | Reduced |
| Winton Group Ltd | 11,858 | $116.8K | 0.01% | +11,858 | New |
| Dimensional Fund Advisors LP | 11,451 | $112.8K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 9,168 | $90.3K | 0.11% | +9,168 | New |
| UBS Group AG | 6,330 | $62.4K | 0.00% | +505+8.7% | Added |
| Rhumbline Advisers | 2,905 | $28.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,000 | $19.9K | 0.01% | +2,000 | New |
| Investors Research Corp | 1,800 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,336 | $13.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 940 | $9.26K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 827 | $8.14K | 0.00% | +7+0.9% | Added |
| US Bancorp | 500 | $4.92K | 0.00% | −500−50.0% | Reduced |
| Garner Asset Management Corp | 334 | $3.30K | 0.00% | +334 | New |
| C M Bidwell & Associates Ltd | 287 | $2.83K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 240 | $2.36K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 226 | $2.23K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 200 | $1.97K | 0.00% | +200 | New |
| BNP Paribas Arbitrage, SA | 115 | $1.13K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 30 | $296 | 0.00% | +30 | New |
| Key Financial Inc | 6 | $59 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $40 | 0.00% | −383−99.0% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −57,671−100.0% | Sold out |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −31,030−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −18,536−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −17,863−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,203−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −10,173−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −785−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |