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 2024
Institutional positions in Medallion Financial Corp as of Dec 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
- 81
- +1 vs. Q3 2024
- Shares held
- 7.23M
- +318.3K (+4.6%) vs. Q3 2024
- Total value
- $67.9M
- +$11.6M (+20.6%) vs. Q3 2024
- New holders
- 10
- 32 more added
- Sold out
- 9
- 17 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,250,132 | $11.7M | 0.00% | +45,084+3.7% | Added |
| Vanguard Group Inc | 1,087,289 | $10.2M | 0.00% | +3,108+0.3% | Added |
| Tieton Capital Management, LLC | 987,098 | $9.27M | 3.73% | +184,172+22.9% | Added |
| Geode Capital Management, LLC | 419,217 | $3.94M | 0.00% | +2,261+0.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 269,116 | $2.53M | 0.01% | +55,639+26.1% | Added |
| Stifel Financial Corp | 243,414 | $2.29M | 0.00% | −29,535−10.8% | Reduced |
| American Century Companies Inc | 216,592 | $2.03M | 0.00% | −1060.0% | Reduced |
| State Street Corp | 208,158 | $1.95M | 0.00% | +3,600+1.8% | Added |
| Gamco Investors, Inc. Et Al | 162,000 | $1.52M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 148,666 | $1.40M | 0.00% | +6,553+4.6% | Added |
| Bridgeway Capital Management, LLC | 134,584 | $1.26M | 0.03% | +7,421+5.8% | Added |
| O'Shaughnessy Asset Management, LLC | 132,143 | $1.24M | 0.01% | +35,917+37.3% | Added |
| Bank of New York Mellon Corp | 125,367 | $1.18M | 0.00% | −427−0.3% | Reduced |
| Two Sigma Advisers, LP | 125,100 | $1.17M | 0.00% | +4,900+4.1% | Added |
| De Lisle Partners LLP | 103,545 | $974.7K | 0.14% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 98,797 | $927.7K | 0.00% | +7,242+7.9% | Added |
| Arrowstreet Capital, Limited Partnership | 93,432 | $877.3K | 0.00% | +93,432 | New |
| Marshall Wace, LLP | 84,413 | $792.6K | 0.00% | −5,732−6.4% | Reduced |
| Gabelli Funds LLC | 80,000 | $751.2K | 0.01% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 78,000 | $732.4K | 0.38% | −7,000−8.2% | Reduced |
| Goldman Sachs Group Inc | 66,603 | $625.4K | 0.00% | +508+0.8% | Added |
| Janney Montgomery Scott LLC | 66,308 | $623.0K | 0.00% | −284−0.4% | Reduced |
| Morgan Stanley | 63,401 | $595.3K | 0.00% | +442+0.7% | Added |
| LSV Asset Management | 59,100 | $555.0K | 0.00% | −22,300−27.4% | Reduced |
| Ritholtz Wealth Management | 57,584 | $540.7K | 0.02% | +20,747+56.3% | Added |
| Segall Bryant & Hamill, LLC | 55,478 | $520.9K | 0.01% | −70,460−55.9% | Reduced |
| Ancora Advisors, LLC | 54,690 | $513.5K | 0.01% | −1,830−3.2% | Reduced |
| Soltis Investment Advisors LLC | 53,294 | $500.4K | 0.05% | −5,000−8.6% | Reduced |
| Charles Schwab Investment Management Inc | 50,765 | $476.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 49,661 | $466.3K | 0.00% | +28,849+138.6% | Added |
| Invesco Ltd. | 46,039 | $432.3K | 0.00% | +463+1.0% | Added |
| Corsair Capital Management, L.P. | 42,653 | $400.5K | 0.09% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 38,649 | $362.9K | 0.00% | +83+0.2% | Added |
| Millennium Management LLC | 32,570 | $305.8K | 0.00% | −22,430−40.8% | Reduced |
| Barclays PLC | 30,247 | $284.0K | 0.00% | +4,184+16.1% | Added |
| Bank of America Corp | 29,644 | $278.4K | 0.00% | +3,057+11.5% | Added |
| Corton Capital Inc. | 29,542 | $277.4K | 0.16% | −13,717−31.7% | Reduced |
| Rhumbline Advisers | 29,192 | $274.1K | 0.00% | +3,503+13.6% | Added |
| Winton Group Ltd | 27,357 | $256.9K | 0.02% | +27,357 | New |
| Empowered Funds, LLC | 25,381 | $238.3K | 0.00% | +9,121+56.1% | Added |
| Nuveen Asset Management, LLC | 24,450 | $229.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 20,547 | $193.0K | 0.00% | +937+4.8% | Added |
| Raymond James Financial Inc | 16,025 | $150.5K | 0.00% | +16,025 | New |
| Sheaff Brock Investment Advisors, LLC | 16,000 | $150.2K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,911 | $149.4K | 0.00% | +15,911 | New |
| PDT Partners, LLC | 15,570 | $146.2K | 0.01% | −4,748−23.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 14,800 | $139.0K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 14,657 | $137.6K | 0.00% | +611+4.3% | Added |
| Wolverine Trading, LLC | 13,883 | $129.8K | 0.00% | +13,883 | New |
| Voya Investment Management LLC | 12,519 | $117.6K | 0.00% | −8,293−39.8% | Reduced |
| Mariner, LLC | 11,894 | $111.7K | 0.00% | +11,894 | New |
| Wells Fargo & Company | 11,554 | $108.5K | 0.00% | +2,256+24.3% | Added |
| Dimensional Fund Advisors LP | 11,451 | $107.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 10,732 | $100.8K | 0.00% | +456+4.4% | Added |
| Deutsche Bank AG | 9,837 | $92.4K | 0.00% | +9,837 | New |
| Corebridge Financial, Inc. | 9,195 | $86.3K | 0.00% | −818−8.2% | Reduced |
| MetLife Investment Management | 9,018 | $84.7K | 0.00% | +3,452+62.0% | Added |
| JPMorgan Chase & Co | 8,511 | $79.9K | 0.00% | +296+3.6% | Added |
| Ridgewood Investments LLC | 5,000 | $47.0K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,566 | $24.1K | 0.00% | −2,254−46.8% | Reduced |
| New York State Common Retirement Fund | 2,100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $17.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $16.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,566 | $14.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,418 | $13.3K | 0.00% | +629+79.7% | Added |
| California State Teachers Retirement System | 1,357 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,336 | $12.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 981 | $9.21K | 0.00% | −313−24.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 940 | $8.83K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 648 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 601 | $5.64K | 0.00% | +542+918.6% | Added |
| Harbor Capital Advisors, Inc. | 581 | $5.00K | 0.00% | +153+35.7% | Added |
| Comerica Bank | 226 | $2.12K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 80 | $1.00K | 0.00% | +38+90.5% | Added |
| GAMMA Investing LLC | 37 | $347 | 0.00% | +37 | New |
| Nisa Investment Advisors, LLC | 20 | $188 | 0.00% | +20 | New |
| Key Financial Inc | 6 | $56 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $56 | 0.00% | +6 | New |
| GWM Advisors LLC | 4 | $40 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,855−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −26,357−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −20,797−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −15,175−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,422−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,633−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,267−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| AJOVista, LLC | – | – | – | – | Not filed |