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 2024
Institutional positions in Medallion Financial Corp as of Sep 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
- 82
- +2 vs. Q2 2024
- Shares held
- 6.94M
- +1.29M (+22.8%) vs. Q2 2024
- Total value
- $56.5M
- +$13.1M (+30.2%) vs. Q2 2024
- New holders
- 13
- 27 more added
- Sold out
- 11
- 20 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 42 | $0 | 0.00% | +42 | New |
| Capital Performance Advisors LLP | 3 | $24 | 0.00% | +3 | New |
| GWM Advisors LLC | 4 | $34 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $49 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 59 | $480 | 0.00% | +59 | New |
| Comerica Bank | 226 | $1.84K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 428 | $3.00K | 0.00% | +428 | New |
| Allspring Global Investments Holdings, LLC | 534 | $4.35K | 0.00% | +534 | New |
| Amalgamated Bank | 648 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 789 | $6.42K | 0.00% | −688−46.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 940 | $7.65K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,294 | $10.5K | 0.00% | +1,054+439.2% | Added |
| Bokf, NA | 1,336 | $10.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,357 | $11.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,566 | $12.7K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $14.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $14.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,000 | $16.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,100 | $17.1K | 0.00% | −12,100−85.2% | Reduced |
| Simplex Trading, LLC | 2,267 | $18.0K | 0.00% | −12,360−84.5% | Reduced |
| Citadel Advisors LLC | 2,633 | $21.4K | 0.00% | −43,340−94.3% | Reduced |
| BNP Paribas Arbitrage, SA | 4,820 | $39.2K | 0.00% | +1,656+52.3% | Added |
| Ridgewood Investments LLC | 5,000 | $40.7K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 5,566 | $45.3K | 0.00% | +758+15.8% | Added |
| JPMorgan Chase & Co | 8,215 | $66.9K | 0.00% | +151+1.9% | Added |
| Wells Fargo & Company | 9,298 | $75.7K | 0.00% | +372+4.2% | Added |
| Corebridge Financial, Inc. | 10,013 | $81.5K | 0.00% | −62−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,276 | $83.6K | 0.00% | +10,276 | New |
| AJOVista, LLC | 10,849 | $88.3K | 0.38% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 11,451 | $93.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 14,046 | $114.3K | 0.00% | +9,842+234.1% | Added |
| Jane Street Group, LLC | 14,422 | $117.4K | 0.00% | +14,422 | New |
| Cutter & CO Brokerage, Inc. | 14,800 | $120.5K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 15,175 | $123.5K | 0.00% | +2,000+15.2% | Added |
| Raymond James & Associates | 15,725 | $128.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 16,000 | $130.2K | 0.01% | −8,000−33.3% | Reduced |
| Empowered Funds, LLC | 16,260 | $132.4K | 0.00% | +804+5.2% | Added |
| Royal Bank of Canada | 19,610 | $159.0K | 0.00% | +1,138+6.2% | Added |
| PDT Partners, LLC | 20,318 | $165.4K | 0.01% | +20,318 | New |
| Squarepoint Ops LLC | 20,797 | $169.3K | 0.00% | −25,659−55.2% | Reduced |
| UBS Group AG | 20,812 | $169.4K | 0.00% | +3,430+19.7% | Added |
| Voya Investment Management LLC | 20,812 | $169.4K | 0.00% | +20,812 | New |
| Nuveen Asset Management, LLC | 24,450 | $199.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 25,689 | $209.1K | 0.00% | +1,504+6.2% | Added |
| Barclays PLC | 26,063 | $212.2K | 0.00% | +19,508+297.6% | Added |
| ExodusPoint Capital Management, LP | 26,357 | $215.0K | 0.00% | +26,357 | New |
| Bank of America Corp | 26,587 | $216.4K | 0.00% | −968−3.5% | Reduced |
| Trexquant Investment LP | 28,855 | $234.9K | 0.00% | −26,555−47.9% | Reduced |
| Ritholtz Wealth Management | 36,837 | $299.9K | 0.01% | −4,827−11.6% | Reduced |
| Russell Investments Group, Ltd. | 38,566 | $313.9K | 0.00% | +38,566 | New |
| Corsair Capital Management, L.P. | 42,653 | $347.2K | 0.08% | −17,000−28.5% | Reduced |
| Corton Capital Inc. | 43,259 | $352.1K | 0.17% | −15,904−26.9% | Reduced |
| Invesco Ltd. | 45,576 | $371.0K | 0.00% | −45,288−49.8% | Reduced |
| Charles Schwab Investment Management Inc | 50,765 | $413.2K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 55,000 | $447.7K | 0.00% | +26,674+94.2% | Added |
| Ancora Advisors, LLC | 56,520 | $460.1K | 0.01% | +1,490+2.7% | Added |
| Soltis Investment Advisors LLC | 58,294 | $474.5K | 0.05% | +4,002+7.4% | Added |
| Morgan Stanley | 62,959 | $512.5K | 0.00% | +31,211+98.3% | Added |
| Goldman Sachs Group Inc | 66,095 | $538.0K | 0.00% | +47,039+246.8% | Added |
| Janney Montgomery Scott LLC | 66,592 | $542.0K | 0.00% | +1,677+2.6% | Added |
| Gabelli Funds LLC | 80,000 | $651.2K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 81,400 | $663.0K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 85,000 | $691.9K | 0.31% | −3,000−3.4% | Reduced |
| Marshall Wace, LLP | 90,145 | $733.8K | 0.00% | −47,966−34.7% | Reduced |
| Two Sigma Investments, LP | 91,555 | $745.3K | 0.00% | −34,339−27.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 96,226 | $811.2K | 0.01% | −3,380−3.4% | Reduced |
| De Lisle Partners LLP | 103,545 | $841.6K | 0.14% | +21,700+26.5% | Added |
| Two Sigma Advisers, LP | 120,200 | $978.4K | 0.00% | −15,000−11.1% | Reduced |
| Bank of New York Mellon Corp | 125,794 | $1.02M | 0.00% | −15,000−10.7% | Reduced |
| Segall Bryant & Hamill, LLC | 125,938 | $1.03M | 0.01% | +125,938 | New |
| Bridgeway Capital Management, LLC | 127,163 | $1.04M | 0.02% | +804+0.6% | Added |
| Northern Trust Corp | 142,113 | $1.16M | 0.00% | +102,088+255.1% | Added |
| Gamco Investors, Inc. Et Al | 162,000 | $1.32M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 204,558 | $1.67M | 0.00% | +1,333+0.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 213,477 | $1.74M | 0.01% | +51,941+32.2% | Added |
| American Century Companies Inc | 216,698 | $1.76M | 0.00% | +29,290+15.6% | Added |
| Stifel Financial Corp | 272,949 | $2.22M | 0.00% | +10,974+4.2% | Added |
| Geode Capital Management, LLC | 416,956 | $3.39M | 0.00% | +9,849+2.4% | Added |
| Tieton Capital Management, LLC | 802,926 | $6.54M | 3.38% | −2,355−0.3% | Reduced |
| Vanguard Group Inc | 1,084,181 | $8.83M | 0.00% | +16,942+1.6% | Added |
| BlackRock, Inc. | 1,205,048 | $9.81M | 0.00% | +1,205,048 | New |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −60,157−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −40,526−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −34,720−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −21,361−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −21,361−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −18,373−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,320−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2,726−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |