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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| GWM Advisors LLC | 4 | $40 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $56 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $56 | 0.00% | +6 | New |
| Nisa Investment Advisors, LLC | 20 | $188 | 0.00% | +20 | New |
| GAMMA Investing LLC | 37 | $347 | 0.00% | +37 | New |
| CWM, LLC | 80 | $1.00K | 0.00% | +38+90.5% | Added |
| Comerica Bank | 226 | $2.12K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 581 | $5.00K | 0.00% | +153+35.7% | Added |
| Sterling Capital Management LLC | 601 | $5.64K | 0.00% | +542+918.6% | Added |
| Amalgamated Bank | 648 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 940 | $8.83K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 981 | $9.21K | 0.00% | −313−24.2% | Reduced |
| Bokf, NA | 1,336 | $12.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,357 | $12.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,418 | $13.3K | 0.00% | +629+79.7% | Added |
| Legal & General Group Plc | 1,566 | $14.7K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $16.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $17.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,100 | $19.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,566 | $24.1K | 0.00% | −2,254−46.8% | Reduced |
| Ridgewood Investments LLC | 5,000 | $47.0K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,511 | $79.9K | 0.00% | +296+3.6% | Added |
| MetLife Investment Management | 9,018 | $84.7K | 0.00% | +3,452+62.0% | Added |
| Corebridge Financial, Inc. | 9,195 | $86.3K | 0.00% | −818−8.2% | Reduced |
| Deutsche Bank AG | 9,837 | $92.4K | 0.00% | +9,837 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 10,732 | $100.8K | 0.00% | +456+4.4% | Added |
| Dimensional Fund Advisors LP | 11,451 | $107.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 11,554 | $108.5K | 0.00% | +2,256+24.3% | Added |
| Mariner, LLC | 11,894 | $111.7K | 0.00% | +11,894 | New |
| Voya Investment Management LLC | 12,519 | $117.6K | 0.00% | −8,293−39.8% | Reduced |
| Wolverine Trading, LLC | 13,883 | $129.8K | 0.00% | +13,883 | New |
| Citigroup Inc | 14,657 | $137.6K | 0.00% | +611+4.3% | Added |
| Cutter & CO Brokerage, Inc. | 14,800 | $139.0K | 0.03% | 00.0% | Unchanged |
| PDT Partners, LLC | 15,570 | $146.2K | 0.01% | −4,748−23.4% | Reduced |
| Susquehanna International Group, LLP | 15,911 | $149.4K | 0.00% | +15,911 | New |
| Sheaff Brock Investment Advisors, LLC | 16,000 | $150.2K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 16,025 | $150.5K | 0.00% | +16,025 | New |
| Royal Bank of Canada | 20,547 | $193.0K | 0.00% | +937+4.8% | Added |
| Nuveen Asset Management, LLC | 24,450 | $229.6K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 25,381 | $238.3K | 0.00% | +9,121+56.1% | Added |
| Winton Group Ltd | 27,357 | $256.9K | 0.02% | +27,357 | New |
| Rhumbline Advisers | 29,192 | $274.1K | 0.00% | +3,503+13.6% | Added |
| Corton Capital Inc. | 29,542 | $277.4K | 0.16% | −13,717−31.7% | Reduced |
| Bank of America Corp | 29,644 | $278.4K | 0.00% | +3,057+11.5% | Added |
| Barclays PLC | 30,247 | $284.0K | 0.00% | +4,184+16.1% | Added |
| Millennium Management LLC | 32,570 | $305.8K | 0.00% | −22,430−40.8% | Reduced |
| Russell Investments Group, Ltd. | 38,649 | $362.9K | 0.00% | +83+0.2% | Added |
| Corsair Capital Management, L.P. | 42,653 | $400.5K | 0.09% | 00.0% | Unchanged |
| Invesco Ltd. | 46,039 | $432.3K | 0.00% | +463+1.0% | Added |
| UBS Group AG | 49,661 | $466.3K | 0.00% | +28,849+138.6% | Added |
| Charles Schwab Investment Management Inc | 50,765 | $476.7K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 53,294 | $500.4K | 0.05% | −5,000−8.6% | Reduced |
| Ancora Advisors, LLC | 54,690 | $513.5K | 0.01% | −1,830−3.2% | Reduced |
| Segall Bryant & Hamill, LLC | 55,478 | $520.9K | 0.01% | −70,460−55.9% | Reduced |
| Ritholtz Wealth Management | 57,584 | $540.7K | 0.02% | +20,747+56.3% | Added |
| LSV Asset Management | 59,100 | $555.0K | 0.00% | −22,300−27.4% | Reduced |
| Morgan Stanley | 63,401 | $595.3K | 0.00% | +442+0.7% | Added |
| Janney Montgomery Scott LLC | 66,308 | $623.0K | 0.00% | −284−0.4% | Reduced |
| Goldman Sachs Group Inc | 66,603 | $625.4K | 0.00% | +508+0.8% | Added |
| Teton Advisors, Inc. | 78,000 | $732.4K | 0.38% | −7,000−8.2% | Reduced |
| Gabelli Funds LLC | 80,000 | $751.2K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 84,413 | $792.6K | 0.00% | −5,732−6.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 93,432 | $877.3K | 0.00% | +93,432 | New |
| Two Sigma Investments, LP | 98,797 | $927.7K | 0.00% | +7,242+7.9% | Added |
| De Lisle Partners LLP | 103,545 | $974.7K | 0.14% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 125,100 | $1.17M | 0.00% | +4,900+4.1% | Added |
| Bank of New York Mellon Corp | 125,367 | $1.18M | 0.00% | −427−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 132,143 | $1.24M | 0.01% | +35,917+37.3% | Added |
| Bridgeway Capital Management, LLC | 134,584 | $1.26M | 0.03% | +7,421+5.8% | Added |
| Northern Trust Corp | 148,666 | $1.40M | 0.00% | +6,553+4.6% | Added |
| Gamco Investors, Inc. Et Al | 162,000 | $1.52M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 208,158 | $1.95M | 0.00% | +3,600+1.8% | Added |
| American Century Companies Inc | 216,592 | $2.03M | 0.00% | −1060.0% | Reduced |
| Stifel Financial Corp | 243,414 | $2.29M | 0.00% | −29,535−10.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 269,116 | $2.53M | 0.01% | +55,639+26.1% | Added |
| Geode Capital Management, LLC | 419,217 | $3.94M | 0.00% | +2,261+0.5% | Added |
| Tieton Capital Management, LLC | 987,098 | $9.27M | 3.73% | +184,172+22.9% | Added |
| Vanguard Group Inc | 1,087,289 | $10.2M | 0.00% | +3,108+0.3% | Added |
| BlackRock, Inc. | 1,250,132 | $11.7M | 0.00% | +45,084+3.7% | 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 |