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, Q2 2024
Institutional positions in Medallion Financial Corp as of Jun 30, 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
- 81
- −2 vs. Q1 2024
- Shares held
- 6.71M
- +188.9K (+2.9%) vs. Q1 2024
- Total value
- $51.5M
- −$42.7K (−0.1%) vs. Q1 2024
- New holders
- 19
- 28 more added
- Sold out
- 21
- 18 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $32 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $46 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 25 | $192 | 0.00% | +25 | New |
| Comerica Bank | 226 | $1.74K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 240 | $1.84K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 648 | $5.00K | 0.00% | +648 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 940 | $7.22K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,336 | $10.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,357 | $10.4K | 0.00% | +1,357 | New |
| Tower Research Capital LLC (TRC) | 1,477 | $11.3K | 0.00% | +962+186.8% | Added |
| Legal & General Group Plc | 1,566 | $12.1K | 0.00% | +1,566 | New |
| Investors Research Corp | 1,800 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $14.1K | 0.00% | +1,835 | New |
| Smartleaf Asset Management LLC | 2,000 | $14.1K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 2,726 | $20.9K | 0.01% | +2,726 | New |
| BNP Paribas Arbitrage, SA | 3,164 | $24.3K | 0.00% | +3,049+2,651.3% | Added |
| Citigroup Inc | 4,204 | $32.3K | 0.00% | −95,508−95.8% | Reduced |
| MetLife Investment Management | 4,808 | $36.9K | 0.00% | +4,808 | New |
| Ridgewood Investments LLC | 5,000 | $38.4K | 0.02% | +5,000 | New |
| Barclays PLC | 6,555 | $50.3K | 0.00% | −17,380−72.6% | Reduced |
| JPMorgan Chase & Co | 8,064 | $61.9K | 0.00% | −38,764−82.8% | Reduced |
| Wells Fargo & Company | 8,926 | $68.5K | 0.00% | +8,102+983.3% | Added |
| Corebridge Financial, Inc. | 10,075 | $77.5K | 0.00% | +10,075 | New |
| AJOVista, LLC | 10,849 | $83.3K | 0.24% | +10,849 | New |
| Dimensional Fund Advisors LP | 11,451 | $87.9K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,320 | $94.6K | 0.02% | +12,320 | New |
| Hillsdale Investment Management Inc. | 12,700 | $97.5K | 0.01% | −3,000−19.1% | Reduced |
| LPL Financial LLC | 13,175 | $101.2K | 0.00% | −500−3.7% | Reduced |
| New York State Common Retirement Fund | 14,200 | $109.1K | 0.00% | +14,200 | New |
| Simplex Trading, LLC | 14,627 | $112.0K | 0.00% | +14,627 | New |
| Jump Financial, LLC | 14,600 | $112.1K | 0.00% | −17,074−53.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 14,800 | $113.7K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 15,456 | $118.7K | 0.00% | +15,456 | New |
| Raymond James & Associates | 15,725 | $120.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 17,382 | $133.5K | 0.00% | +11,472+194.1% | Added |
| Alpine Global Management, LLC | 18,373 | $141.1K | 0.02% | +18,373 | New |
| Royal Bank of Canada | 18,472 | $142.0K | 0.00% | +1,180+6.8% | Added |
| Goldman Sachs Group Inc | 19,056 | $146.3K | 0.00% | −114,782−85.8% | Reduced |
| Belpointe Asset Management LLC | 21,361 | $164.1K | 0.01% | +30.0% | Added |
| Fortis Capital Advisors, LLC | 21,361 | $164.1K | 0.06% | +30.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 24,000 | $184.3K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 24,185 | $185.7K | 0.00% | +23,180+2,306.5% | Added |
| Nuveen Asset Management, LLC | 24,450 | $187.8K | 0.00% | +24,450 | New |
| Bank of America Corp | 27,555 | $211.6K | 0.00% | −3,752−12.0% | Reduced |
| Millennium Management LLC | 28,326 | $217.5K | 0.00% | −250,278−89.8% | Reduced |
| Morgan Stanley | 31,748 | $243.8K | 0.00% | −8,529−21.2% | Reduced |
| Man Group plc | 34,720 | $266.6K | 0.00% | −47,582−57.8% | Reduced |
| Northern Trust Corp | 40,025 | $307.4K | 0.00% | +5,979+17.6% | Added |
| Arrowstreet Capital, Limited Partnership | 40,526 | $311.0K | 0.00% | −93,493−69.8% | Reduced |
| Ritholtz Wealth Management | 41,664 | $320.0K | 0.01% | +4,862+13.2% | Added |
| Citadel Advisors LLC | 45,973 | $353.1K | 0.00% | +15,984+53.3% | Added |
| Squarepoint Ops LLC | 46,456 | $356.8K | 0.00% | −43,461−48.3% | Reduced |
| Charles Schwab Investment Management Inc | 50,765 | $389.9K | 0.00% | +50,765 | New |
| Soltis Investment Advisors LLC | 54,292 | $417.0K | 0.04% | +5,416+11.1% | Added |
| Ancora Advisors, LLC | 55,030 | $422.6K | 0.01% | +55,030 | New |
| Trexquant Investment LP | 55,410 | $425.5K | 0.01% | +12,048+27.8% | Added |
| Corton Capital Inc. | 59,163 | $454.4K | 0.24% | +14,852+33.5% | Added |
| Corsair Capital Management, L.P. | 59,653 | $458.1K | 0.13% | −419−0.7% | Reduced |
| Panagora Asset Management Inc | 60,157 | $462.0K | 0.00% | +60,157 | New |
| Janney Montgomery Scott LLC | 64,915 | $499.0K | 0.00% | +1,803+2.9% | Added |
| Gabelli Funds LLC | 80,000 | $614.4K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 81,400 | $625.0K | 0.00% | 00.0% | Unchanged |
| De Lisle Partners LLP | 81,845 | $630.6K | 0.14% | +2,000+2.5% | Added |
| Teton Advisors, Inc. | 88,000 | $675.8K | 0.28% | −5,000−5.4% | Reduced |
| Invesco Ltd. | 90,864 | $697.8K | 0.00% | +53,996+146.5% | Added |
| O'Shaughnessy Asset Management, LLC | 99,606 | $765.0K | 0.01% | +1,327+1.4% | Added |
| Two Sigma Investments, LP | 125,894 | $966.9K | 0.00% | +15,600+14.1% | Added |
| Bridgeway Capital Management, LLC | 126,359 | $970.4K | 0.02% | +15,456+13.9% | Added |
| Two Sigma Advisers, LP | 135,200 | $1.04M | 0.00% | +45,300+50.4% | Added |
| Marshall Wace, LLP | 138,111 | $1.06M | 0.00% | −15,532−10.1% | Reduced |
| Bank of New York Mellon Corp | 140,794 | $1.08M | 0.00% | +52,857+60.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 161,536 | $1.24M | 0.01% | +33,598+26.3% | Added |
| Gamco Investors, Inc. Et Al | 162,000 | $1.24M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 187,408 | $1.44M | 0.00% | +43,917+30.6% | Added |
| State Street Corp | 203,225 | $1.56M | 0.00% | +138,341+213.2% | Added |
| Stifel Financial Corp | 261,975 | $2.01M | 0.00% | −6,981−2.6% | Reduced |
| Geode Capital Management, LLC | 407,107 | $3.13M | 0.00% | +231,048+131.2% | Added |
| Tieton Capital Management, LLC | 805,281 | $6.18M | 3.44% | −8,209−1.0% | Reduced |
| BlackRock Inc. | 1,063,401 | $8.17M | 0.00% | +898,445+544.7% | Added |
| Vanguard Group Inc | 1,067,239 | $8.20M | 0.00% | +92,244+9.5% | Added |
| Deutsche Bank AG | 0 | $0 | 0.00% | −273,148−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −216,834−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −157,202−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −68,228−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −63,110−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,641−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −44,700−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −31,768−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −29,089−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −21,889−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,548−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,671−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −11,245−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,896−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,393−100.0% | Sold out |