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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, Q1 2024

Institutional positions in Medallion Financial Corp as of Mar 31, 2024. 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
84
+8 vs. Q4 2023
Shares held
6.54M
+1.36M (+26.4%) vs. Q4 2023
Total value
$51.7M
+$746.0K (+1.5%) vs. Q4 2023
New holders
17
25 more added
Sold out
9
19 more reduced

Compare with Q4 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 holdersQ1 2024: 84 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 heldQ1 2024: $51.7M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q4 2023.

Institutions holding MFIN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd1$00.00%00.0%Unchanged
Macquarie Group Ltd583$50.00%+583New
GWM Advisors LLC4$320.00%00.0%Unchanged
Key Financial Inc6$470.00%00.0%Unchanged
BNP Paribas Arbitrage, SA115$9100.00%00.0%Unchanged
Comerica Bank226$1.79K0.00%00.0%Unchanged
FMR LLC240$1.90K0.00%00.0%Unchanged
US Bancorp500$3.96K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)515$4.07K0.00%+515New
Wells Fargo & Company824$6.52K0.00%−3−0.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC940$7.43K0.00%00.0%Unchanged
Rhumbline Advisers1,005$7.95K0.00%−1,900−65.4%Reduced
Bokf, NA1,336$10.8K0.00%00.0%Unchanged
Investors Research Corp1,800$14.2K0.00%00.0%Unchanged
Smartleaf Asset Management LLC2,000$15.7K0.00%00.0%Unchanged
UBS Group AG5,910$46.7K0.00%−420−6.6%Reduced
Brevan Howard Capital Management LP10,393$82.2K0.01%+10,393New
PDT Partners, LLC10,896$86.2K0.01%+10,896New
LMR Partners LLP11,245$88.9K0.00%+11,245New
Dimensional Fund Advisors LP11,451$90.6K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC11,671$92.3K0.00%−3,552−23.3%Reduced
Prime Capital Investment Advisors, LLC12,000$94.9K0.00%+12,000New
LPL Financial LLC13,675$108.2K0.00%−335−2.4%Reduced
Jefferies Financial Group Inc.14,100$111.5K0.00%+100+0.7%Added
Cutter & CO Brokerage, Inc.14,800$117.1K0.03%00.0%Unchanged
Hillsdale Investment Management Inc.15,700$124.2K0.01%00.0%Unchanged
Raymond James & Associates15,725$124.4K0.00%00.0%Unchanged
Omers Administration Corp16,200$128.1K0.00%+16,200New
Royal Bank of Canada17,292$137.0K0.00%−2,050−10.6%Reduced
Y-Intercept (Hong Kong) Ltd17,548$138.8K0.01%+17,548New
Oracle Alpha Inc.18,677$147.7K0.27%−1,522−7.5%Reduced
Belpointe Asset Management LLC21,358$168.9K0.01%+21,358New
Fortis Capital Advisors, LLC21,358$168.9K0.07%+21,358New
Schonfeld Strategic Advisors LLC21,400$169.3K0.00%+21,400New
Point72 Asia (Singapore) Pte. Ltd.21,889$173.1K0.05%+21,689+10,844.5%Added
Barclays PLC23,935$189.3K0.00%−11,930−33.3%Reduced
Sheaff Brock Investment Advisors, LLC24,000$189.8K0.02%00.0%Unchanged
Group One Trading, L.P.29,089$230.1K0.01%+29,089New
Citadel Advisors LLC29,989$237.2K0.00%+11,087+58.7%Added
Bank of America Corp31,307$247.6K0.00%−6,852−18.0%Reduced
Jump Financial, LLC31,674$250.5K0.01%+15,353+94.1%Added
Balyasny Asset Management LLC31,768$251.3K0.00%−21,677−40.6%Reduced
Northern Trust Corp34,046$269.3K0.00%−334−1.0%Reduced
Ritholtz Wealth Management36,802$291.1K0.01%−861−2.3%Reduced
Invesco Ltd.36,868$291.6K0.00%+36,868New
Morgan Stanley40,277$318.6K0.00%+14,655+57.2%Added
Trexquant Investment LP43,362$343.0K0.01%+43,362New
Corton Capital Inc.44,311$350.5K0.13%−1,866−4.0%Reduced
Denali Advisors LLC44,700$353.6K0.10%+22,400+100.4%Added
HRT Financial LP45,641$361.0K0.00%+45,641New
JPMorgan Chase & Co46,828$370.4K0.00%+8,003+20.6%Added
Soltis Investment Advisors LLC48,876$386.6K0.04%00.0%Unchanged
Corsair Capital Management, L.P.60,072$475.2K0.13%−811−1.3%Reduced
Janney Montgomery Scott LLC63,112$499.0K0.00%−19,845−23.9%Reduced
Laurion Capital Management LP63,110$499.2K0.01%00.0%Unchanged
State Street Corp64,884$513.2K0.00%00.0%Unchanged
Qube Research & Technologies Ltd68,228$539.7K0.00%+15,495+29.4%Added
De Lisle Partners LLP79,845$630.8K0.15%+79,845New
Gabelli Funds LLC80,000$632.8K0.00%00.0%Unchanged
LSV Asset Management81,400$644.0K0.00%00.0%Unchanged
Man Group plc82,302$651.0K0.00%+36,460+79.5%Added
Bank of New York Mellon Corp87,937$695.6K0.00%+48,186+121.2%Added
Two Sigma Advisers, LP89,900$711.1K0.00%+400+0.4%Added
Squarepoint Ops LLC89,917$711.2K0.00%+47,044+109.7%Added
Teton Advisors, Inc.93,000$735.6K0.26%−1,700−1.8%Reduced
O'Shaughnessy Asset Management, LLC98,279$777.4K0.01%+3,125+3.3%Added
Citigroup Inc99,712$788.7K0.00%+29,412+41.8%Added
Two Sigma Investments, LP110,294$872.4K0.00%+12,436+12.7%Added
Bridgeway Capital Management, LLC110,903$877.2K0.02%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.127,938$1.01M0.00%+40,498+46.3%Added
Goldman Sachs Group Inc133,838$1.06M0.00%+109,340+446.3%Added
Arrowstreet Capital, Limited Partnership134,019$1.06M0.00%+19,521+17.0%Added
American Century Companies Inc143,491$1.14M0.00%+73,812+105.9%Added
Marshall Wace, LLP153,643$1.22M0.00%+58,766+61.9%Added
Susquehanna International Group, LLP157,202$1.24M0.00%+42,117+36.6%Added
Gamco Investors, Inc. Et Al162,000$1.28M0.01%00.0%Unchanged
BlackRock Inc.164,956$1.30M0.00%+17,597+11.9%Added
Geode Capital Management, LLC176,059$1.39M0.00%−5,326−2.9%Reduced
Jane Street Group, LLC216,834$1.72M0.00%+129,369+147.9%Added
Stifel Financial Corp268,956$2.13M0.00%−3,441−1.3%Reduced
Deutsche Bank AG273,148$2.16M0.00%+273,148New
Millennium Management LLC278,604$2.20M0.00%+145,101+108.7%Added
Tieton Capital Management, LLC813,490$6.43M3.37%+3,355+0.4%Added
Vanguard Group Inc974,995$7.71M0.00%−3,571−0.4%Reduced
ExodusPoint Capital Management, LP0$00.00%−36,182−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−28,915−100.0%Sold out
683 Capital Management, LLC0$00.00%−24,397−100.0%Sold out
Quadrature Capital Ltd0$00.00%−13,507−100.0%Sold out
Winton Group Ltd0$00.00%−11,858−100.0%Sold out
AJOVista, LLC0$00.00%−9,168−100.0%Sold out
Garner Asset Management Corp0$00.00%−334−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−287−100.0%Sold out
Advisory Services Network, LLC0$00.00%−30−100.0%Sold out