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 2025
Institutional positions in Medallion Financial Corp as of Mar 31, 2025. 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
- +4 vs. Q4 2024
- Shares held
- 7.16M
- −45.5K (−0.6%) vs. Q4 2024
- Total value
- $62.3M
- −$5.29M (−7.8%) vs. Q4 2024
- New holders
- 13
- 21 more added
- Sold out
- 9
- 28 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,275,880 | $11.1M | 0.00% | +25,748+2.1% | Added |
| Vanguard Group Inc | 1,089,190 | $9.49M | 0.00% | +1,901+0.2% | Added |
| Tieton Capital Management, LLC | 966,468 | $8.42M | 3.85% | −20,630−2.1% | Reduced |
| Geode Capital Management, LLC | 428,077 | $3.73M | 0.00% | +8,860+2.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 270,172 | $2.35M | 0.01% | +1,056+0.4% | Added |
| Stifel Financial Corp | 242,322 | $2.11M | 0.00% | −1,092−0.4% | Reduced |
| State Street Corp | 218,145 | $1.90M | 0.00% | +9,987+4.8% | Added |
| American Century Companies Inc | 216,497 | $1.89M | 0.00% | −950.0% | Reduced |
| Gamco Investors, Inc. Et Al | 162,000 | $1.41M | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 149,873 | $1.31M | 0.01% | +17,730+13.4% | Added |
| Northern Trust Corp | 144,242 | $1.26M | 0.00% | −4,424−3.0% | Reduced |
| Bridgeway Capital Management, LLC | 138,945 | $1.21M | 0.03% | +4,361+3.2% | Added |
| Bank of New York Mellon Corp | 126,625 | $1.10M | 0.00% | +1,258+1.0% | Added |
| Two Sigma Advisers, LP | 122,200 | $1.06M | 0.00% | −2,900−2.3% | Reduced |
| De Lisle Partners LLP | 103,545 | $904.3K | 0.15% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 103,764 | $903.8K | 0.00% | +10,332+11.1% | Added |
| Two Sigma Investments, LP | 86,634 | $754.6K | 0.00% | −12,163−12.3% | Reduced |
| Marshall Wace, LLP | 83,494 | $727.2K | 0.00% | −919−1.1% | Reduced |
| Gabelli Funds LLC | 80,000 | $696.8K | 0.01% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 67,000 | $583.6K | 0.36% | −11,000−14.1% | Reduced |
| Janney Montgomery Scott LLC | 66,063 | $575.0K | 0.00% | −245−0.4% | Reduced |
| Ritholtz Wealth Management | 62,366 | $543.2K | 0.02% | +4,782+8.3% | Added |
| LSV Asset Management | 59,100 | $515.0K | 0.00% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 55,398 | $482.5K | 0.05% | +55,398 | New |
| Susquehanna International Group, LLP | 50,902 | $443.4K | 0.00% | +34,991+219.9% | Added |
| Charles Schwab Investment Management Inc | 50,765 | $442.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 48,821 | $425.2K | 0.00% | −14,580−23.0% | Reduced |
| Soltis Investment Advisors LLC | 47,294 | $411.9K | 0.04% | −6,000−11.3% | Reduced |
| Millennium Management LLC | 41,669 | $362.9K | 0.00% | +9,099+27.9% | Added |
| Corsair Capital Management, L.P. | 41,196 | $358.8K | 0.09% | −1,457−3.4% | Reduced |
| Invesco Ltd. | 39,987 | $348.3K | 0.00% | −6,052−13.1% | Reduced |
| Goldman Sachs Group Inc | 39,014 | $339.8K | 0.00% | −27,589−41.4% | Reduced |
| Winton Group Ltd | 32,144 | $280.0K | 0.02% | +4,787+17.5% | Added |
| Empowered Funds, LLC | 27,842 | $242.5K | 0.00% | +2,461+9.7% | Added |
| Rhumbline Advisers | 27,841 | $242.5K | 0.00% | −1,351−4.6% | Reduced |
| Gsa Capital Partners LLP | 24,574 | $214.0K | 0.02% | +24,574 | New |
| Barclays PLC | 23,150 | $201.6K | 0.00% | −7,097−23.5% | Reduced |
| Bank of America Corp | 21,911 | $190.8K | 0.00% | −7,733−26.1% | Reduced |
| Squarepoint Ops LLC | 21,425 | $186.6K | 0.00% | +21,425 | New |
| Corton Capital Inc. | 19,649 | $171.1K | 0.57% | −9,893−33.5% | Reduced |
| Nuveen, LLC | 18,781 | $163.6K | 0.00% | +18,781 | New |
| UBS Group AG | 18,547 | $161.5K | 0.00% | −31,114−62.7% | Reduced |
| HSBC Holdings PLC | 18,106 | $161.3K | 0.00% | +18,106 | New |
| Royal Bank of Canada | 18,149 | $157.0K | 0.00% | −2,398−11.7% | Reduced |
| Raymond James Financial Inc | 16,025 | $139.6K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 16,000 | $139.4K | 0.01% | 00.0% | Unchanged |
| PDT Partners, LLC | 15,570 | $135.6K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 13,251 | $115.4K | 0.00% | −1,406−9.6% | Reduced |
| Wolverine Trading, LLC | 11,765 | $106.6K | 0.00% | −2,118−15.3% | Reduced |
| Intech Investment Management LLC | 11,843 | $103.2K | 0.00% | +11,843 | New |
| Wells Fargo & Company | 11,800 | $102.8K | 0.00% | +246+2.1% | Added |
| Dimensional Fund Advisors LP | 11,451 | $99.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,311 | $98.5K | 0.00% | +2,293+25.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,200 | $97.6K | 0.00% | +468+4.4% | Added |
| D'Orazio & Associates, Inc. | 10,960 | $95.5K | 0.01% | +10,960 | New |
| LPL Financial LLC | 10,912 | $95.0K | 0.00% | +10,912 | New |
| JPMorgan Chase & Co | 9,125 | $79.5K | 0.00% | +614+7.2% | Added |
| Corebridge Financial, Inc. | 9,060 | $78.9K | 0.00% | −135−1.5% | Reduced |
| Deutsche Bank AG | 6,639 | $57.8K | 0.00% | −3,198−32.5% | Reduced |
| BNP Paribas Arbitrage, SA | 5,231 | $45.6K | 0.00% | +2,665+103.9% | Added |
| Ridgewood Investments LLC | 5,000 | $43.5K | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,936 | $25.6K | 0.00% | +2,936 | New |
| Citadel Advisors LLC | 2,314 | $20.2K | 0.00% | +2,314 | New |
| New York State Common Retirement Fund | 2,100 | $18.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $16.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $15.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,566 | $13.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,357 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 992 | $8.64K | 0.00% | −426−30.0% | Reduced |
| Amalgamated Bank | 648 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 584 | $5.00K | 0.00% | +3+0.5% | Added |
| FMR LLC | 559 | $4.87K | 0.00% | −422−43.0% | Reduced |
| Coldstream Capital Management Inc | 426 | $3.71K | 0.00% | +426 | New |
| Sterling Capital Management LLC | 319 | $2.78K | 0.00% | −282−46.9% | Reduced |
| Comerica Bank | 226 | $1.97K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 153 | $1.33K | 0.00% | −38,496−99.6% | Reduced |
| CWM, LLC | 88 | $1.00K | 0.00% | +8+10.0% | Added |
| Rise Advisors, LLC | 63 | $549 | 0.00% | +63 | New |
| Key Financial Inc | 6 | $52 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $52 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $37 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $9 | 0.00% | +1 | New |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −55,478−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −54,690−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −12,519−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,894−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |