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Livermore
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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.

Institutional holdersQ4 2023: 76 institutions
Q1 2021: 41 institutionsQ2 2021: 48 institutionsQ3 2021: 49 institutionsQ4 2021: 50 institutionsQ1 2022: 63 institutionsQ2 2022: 57 institutionsQ3 2022: 52 institutionsQ4 2022: 53 institutionsQ1 2023: 57 institutionsQ2 2023: 58 institutionsQ3 2023: 71 institutionsQ4 2023: 76 institutionsQ1 2024: 84 institutionsQ2 2024: 81 institutionsQ3 2024: 82 institutionsQ4 2024: 81 institutionsQ1 2025: 84 institutionsQ2 2025: 90 institutionsQ3 2025: 91 institutionsQ4 2025: 98 institutionsQ1 2026: 95 institutionsQ2 2026: 98 institutions
Value heldQ4 2023: $51.0M
Q1 2021: $37.2MQ2 2021: $49.1MQ3 2021: $44.1MQ4 2021: $35.5MQ1 2022: $48.7MQ2 2022: $34.0MQ3 2022: $34.0MQ4 2022: $32.2MQ1 2023: $34.7MQ2 2023: $35.3MQ3 2023: $34.2MQ4 2023: $51.0MQ1 2024: $51.7MQ2 2024: $51.5MQ3 2024: $56.5MQ4 2024: $67.9MQ1 2025: $62.3MQ2 2025: $70.5MQ3 2025: $75.1MQ4 2025: $80.4MQ1 2026: $68.2MQ2 2026: $80.9M
Institutions holding MFIN and their total value by quarter
QuarterHoldersValue
Q2 202698$80.9M
Q1 202695$68.2M
Q4 202598$80.4M
Q3 202591$75.1M
Q2 202590$70.5M
Q1 202584$62.3M
Q4 202481$67.9M
Q3 202482$56.5M
Q2 202481$51.5M
Q1 202484$51.7M
Q4 202376$51.0M
Q3 202371$34.2M
Q2 202358$35.3M
Q1 202357$34.7M
Q4 202253$32.2M
Q3 202252$34.0M
Q2 202257$34.0M
Q1 202263$48.7M
Q4 202150$35.5M
Q3 202149$44.1M
Q2 202148$49.1M
Q1 202141$37.2M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q3 2023.

Institutions holding MFIN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd1$00.00%00.0%Unchanged
GWM Advisors LLC4$400.00%−383−99.0%Reduced
Key Financial Inc6$590.00%00.0%Unchanged
Advisory Services Network, LLC30$2960.00%+30New
BNP Paribas Arbitrage, SA115$1.13K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.200$1.97K0.00%+200New
Comerica Bank226$2.23K0.00%00.0%Unchanged
FMR LLC240$2.36K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd287$2.83K0.00%00.0%Unchanged
Garner Asset Management Corp334$3.30K0.00%+334New
US Bancorp500$4.92K0.00%−500−50.0%Reduced
Wells Fargo & Company827$8.14K0.00%+7+0.9%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC940$9.26K0.00%00.0%Unchanged
Bokf, NA1,336$13.2K0.00%00.0%Unchanged
Investors Research Corp1,800$17.7K0.00%00.0%Unchanged
Smartleaf Asset Management LLC2,000$19.9K0.01%+2,000New
Rhumbline Advisers2,905$28.6K0.00%00.0%Unchanged
UBS Group AG6,330$62.4K0.00%+505+8.7%Added
AJOVista, LLC9,168$90.3K0.11%+9,168New
Dimensional Fund Advisors LP11,451$112.8K0.00%00.0%Unchanged
Winton Group Ltd11,858$116.8K0.01%+11,858New
Quadrature Capital Ltd13,507$133.0K0.00%−45,854−77.2%Reduced
Jefferies Financial Group Inc.14,000$137.9K0.00%00.0%Unchanged
LPL Financial LLC14,010$138.0K0.00%00.0%Unchanged
Cutter & CO Brokerage, Inc.14,800$145.8K0.04%−3,500−19.1%Reduced
Cubist Systematic Strategies, LLC15,223$149.9K0.00%+15,223New
Hillsdale Investment Management Inc.15,700$154.6K0.01%−1,500−8.7%Reduced
Raymond James & Associates15,725$154.9K0.00%00.0%Unchanged
Jump Financial, LLC16,321$160.8K0.01%+16,321New
Citadel Advisors LLC18,902$186.2K0.00%−26,730−58.6%Reduced
Royal Bank of Canada19,342$190.0K0.00%−2,795−12.6%Reduced
Oracle Alpha Inc.20,199$199.0K0.26%+20,199New
Denali Advisors LLC22,300$219.7K0.07%+10,300+85.8%Added
Sheaff Brock Investment Advisors, LLC24,000$236.4K0.02%00.0%Unchanged
683 Capital Management, LLC24,397$240.3K0.02%+24,397New
Goldman Sachs Group Inc24,498$241.3K0.00%+5,191+26.9%Added
Morgan Stanley25,622$252.4K0.00%+12,887+101.2%Added
IHT Wealth Management, LLC28,915$284.8K0.01%+3,781+15.0%Added
Northern Trust Corp34,380$338.6K0.00%+1,500+4.6%Added
Barclays PLC35,865$353.3K0.00%+27,783+343.8%Added
ExodusPoint Capital Management, LP36,182$356.0K0.00%+36,182New
Ritholtz Wealth Management37,663$371.0K0.01%+4,144+12.4%Added
Bank of America Corp38,159$375.9K0.00%+35,985+1,655.2%Added
JPMorgan Chase & Co38,825$382.4K0.00%+18,079+87.1%Added
Bank of New York Mellon Corp39,751$391.5K0.00%+10.0%Added
Squarepoint Ops LLC42,873$422.3K0.00%−14,588−25.4%Reduced
Man Group plc45,842$451.5K0.00%+45,842New
Corton Capital Inc.46,177$454.8K0.14%+20,077+76.9%Added
Soltis Investment Advisors LLC48,876$481.4K0.05%00.0%Unchanged
Qube Research & Technologies Ltd52,733$519.4K0.00%+48,225+1,069.8%Added
Balyasny Asset Management LLC53,445$526.4K0.00%+53,445New
Corsair Capital Management, L.P.60,883$599.7K0.19%−10,000−14.1%Reduced
Laurion Capital Management LP63,110$621.6K0.02%+63,110New
State Street Corp64,884$639.1K0.00%−300−0.5%Reduced
American Century Companies Inc69,679$686.3K0.00%+37,812+118.7%Added
Citigroup Inc70,300$692.5K0.00%+16,859+31.5%Added
Gabelli Funds LLC80,000$788.0K0.01%00.0%Unchanged
LSV Asset Management81,400$802.0K0.00%00.0%Unchanged
Janney Montgomery Scott LLC82,957$817.0K0.00%−11,847−12.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.87,440$861.3K0.00%+236+0.3%Added
Jane Street Group, LLC87,465$861.5K0.00%+75,515+631.9%Added
Two Sigma Advisers, LP89,500$881.6K0.00%−27,246−23.3%Reduced
Teton Advisors, Inc.94,700$932.8K0.31%−1,300−1.4%Reduced
Marshall Wace, LLP94,877$934.5K0.00%−1,511−1.6%Reduced
O'Shaughnessy Asset Management, LLC95,154$937.3K0.01%+21,416+29.0%Added
Two Sigma Investments, LP97,858$963.9K0.00%−22,793−18.9%Reduced
Bridgeway Capital Management, LLC110,903$1.09M0.02%−44,071−28.4%Reduced
Arrowstreet Capital, Limited Partnership114,498$1.13M0.00%00.0%Unchanged
Susquehanna International Group, LLP115,085$1.13M0.00%+62,609+119.3%Added
Millennium Management LLC133,503$1.32M0.00%−63,445−32.2%Reduced
BlackRock Inc.147,359$1.45M0.00%+27,666+23.1%Added
Gamco Investors, Inc. Et Al162,000$1.60M0.02%−3,000−1.8%Reduced
Geode Capital Management, LLC181,385$1.79M0.00%+8,297+4.8%Added
Stifel Financial Corp272,397$2.68M0.00%+4,311+1.6%Added
Tieton Capital Management, LLC810,135$7.98M4.50%−14,760−1.8%Reduced
Vanguard Group Inc978,566$9.64M0.00%00.0%Unchanged
Sequoia Financial Advisors, LLC0$00.00%−57,671−100.0%Sold out
Cox Capital Mgt LLC0$00.00%−31,030−100.0%Sold out
PAX Financial Group, LLC0$00.00%−18,536−100.0%Sold out
EAM Investors, LLC0$00.00%−17,863−100.0%Sold out
Trexquant Investment LP0$00.00%−10,203−100.0%Sold out
Stokes Family Office, LLC0$00.00%−10,173−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−785−100.0%Sold out
Creative Planning0$00.00%−318−100.0%Sold out
Federated Hermes, Inc.0$00.00%−119−100.0%Sold out