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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $9 | 0.00% | +1 | New |
| GWM Advisors LLC | 4 | $37 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $52 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $52 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 63 | $549 | 0.00% | +63 | New |
| CWM, LLC | 88 | $1.00K | 0.00% | +8+10.0% | Added |
| Russell Investments Group, Ltd. | 153 | $1.33K | 0.00% | −38,496−99.6% | Reduced |
| Comerica Bank | 226 | $1.97K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 319 | $2.78K | 0.00% | −282−46.9% | Reduced |
| Coldstream Capital Management Inc | 426 | $3.71K | 0.00% | +426 | New |
| FMR LLC | 559 | $4.87K | 0.00% | −422−43.0% | Reduced |
| Harbor Capital Advisors, Inc. | 584 | $5.00K | 0.00% | +3+0.5% | Added |
| Amalgamated Bank | 648 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 992 | $8.64K | 0.00% | −426−30.0% | Reduced |
| California State Teachers Retirement System | 1,357 | $11.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,566 | $13.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $15.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $16.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,100 | $18.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,314 | $20.2K | 0.00% | +2,314 | New |
| Police & Firemen's Retirement System of New Jersey | 2,936 | $25.6K | 0.00% | +2,936 | New |
| Ridgewood Investments LLC | 5,000 | $43.5K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,231 | $45.6K | 0.00% | +2,665+103.9% | Added |
| Deutsche Bank AG | 6,639 | $57.8K | 0.00% | −3,198−32.5% | Reduced |
| Corebridge Financial, Inc. | 9,060 | $78.9K | 0.00% | −135−1.5% | Reduced |
| JPMorgan Chase & Co | 9,125 | $79.5K | 0.00% | +614+7.2% | Added |
| LPL Financial LLC | 10,912 | $95.0K | 0.00% | +10,912 | New |
| D'Orazio & Associates, Inc. | 10,960 | $95.5K | 0.01% | +10,960 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,200 | $97.6K | 0.00% | +468+4.4% | Added |
| MetLife Investment Management | 11,311 | $98.5K | 0.00% | +2,293+25.4% | Added |
| Dimensional Fund Advisors LP | 11,451 | $99.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 11,800 | $102.8K | 0.00% | +246+2.1% | Added |
| Intech Investment Management LLC | 11,843 | $103.2K | 0.00% | +11,843 | New |
| Wolverine Trading, LLC | 11,765 | $106.6K | 0.00% | −2,118−15.3% | Reduced |
| Citigroup Inc | 13,251 | $115.4K | 0.00% | −1,406−9.6% | Reduced |
| PDT Partners, LLC | 15,570 | $135.6K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 16,000 | $139.4K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 16,025 | $139.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,149 | $157.0K | 0.00% | −2,398−11.7% | Reduced |
| HSBC Holdings PLC | 18,106 | $161.3K | 0.00% | +18,106 | New |
| UBS Group AG | 18,547 | $161.5K | 0.00% | −31,114−62.7% | Reduced |
| Nuveen, LLC | 18,781 | $163.6K | 0.00% | +18,781 | New |
| Corton Capital Inc. | 19,649 | $171.1K | 0.57% | −9,893−33.5% | Reduced |
| Squarepoint Ops LLC | 21,425 | $186.6K | 0.00% | +21,425 | New |
| Bank of America Corp | 21,911 | $190.8K | 0.00% | −7,733−26.1% | Reduced |
| Barclays PLC | 23,150 | $201.6K | 0.00% | −7,097−23.5% | Reduced |
| Gsa Capital Partners LLP | 24,574 | $214.0K | 0.02% | +24,574 | New |
| Rhumbline Advisers | 27,841 | $242.5K | 0.00% | −1,351−4.6% | Reduced |
| Empowered Funds, LLC | 27,842 | $242.5K | 0.00% | +2,461+9.7% | Added |
| Winton Group Ltd | 32,144 | $280.0K | 0.02% | +4,787+17.5% | Added |
| Goldman Sachs Group Inc | 39,014 | $339.8K | 0.00% | −27,589−41.4% | Reduced |
| Invesco Ltd. | 39,987 | $348.3K | 0.00% | −6,052−13.1% | Reduced |
| Corsair Capital Management, L.P. | 41,196 | $358.8K | 0.09% | −1,457−3.4% | Reduced |
| Millennium Management LLC | 41,669 | $362.9K | 0.00% | +9,099+27.9% | Added |
| Soltis Investment Advisors LLC | 47,294 | $411.9K | 0.04% | −6,000−11.3% | Reduced |
| Morgan Stanley | 48,821 | $425.2K | 0.00% | −14,580−23.0% | Reduced |
| Charles Schwab Investment Management Inc | 50,765 | $442.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 50,902 | $443.4K | 0.00% | +34,991+219.9% | Added |
| Uniplan Investment Counsel, Inc. | 55,398 | $482.5K | 0.05% | +55,398 | New |
| LSV Asset Management | 59,100 | $515.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 62,366 | $543.2K | 0.02% | +4,782+8.3% | Added |
| Janney Montgomery Scott LLC | 66,063 | $575.0K | 0.00% | −245−0.4% | Reduced |
| Teton Advisors, Inc. | 67,000 | $583.6K | 0.36% | −11,000−14.1% | Reduced |
| Gabelli Funds LLC | 80,000 | $696.8K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 83,494 | $727.2K | 0.00% | −919−1.1% | Reduced |
| Two Sigma Investments, LP | 86,634 | $754.6K | 0.00% | −12,163−12.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 103,764 | $903.8K | 0.00% | +10,332+11.1% | Added |
| De Lisle Partners LLP | 103,545 | $904.3K | 0.15% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 122,200 | $1.06M | 0.00% | −2,900−2.3% | Reduced |
| Bank of New York Mellon Corp | 126,625 | $1.10M | 0.00% | +1,258+1.0% | Added |
| Bridgeway Capital Management, LLC | 138,945 | $1.21M | 0.03% | +4,361+3.2% | Added |
| Northern Trust Corp | 144,242 | $1.26M | 0.00% | −4,424−3.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 149,873 | $1.31M | 0.01% | +17,730+13.4% | Added |
| Gamco Investors, Inc. Et Al | 162,000 | $1.41M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 216,497 | $1.89M | 0.00% | −950.0% | Reduced |
| State Street Corp | 218,145 | $1.90M | 0.00% | +9,987+4.8% | Added |
| Stifel Financial Corp | 242,322 | $2.11M | 0.00% | −1,092−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 270,172 | $2.35M | 0.01% | +1,056+0.4% | Added |
| Geode Capital Management, LLC | 428,077 | $3.73M | 0.00% | +8,860+2.1% | Added |
| Tieton Capital Management, LLC | 966,468 | $8.42M | 3.85% | −20,630−2.1% | Reduced |
| Vanguard Group Inc | 1,089,190 | $9.49M | 0.00% | +1,901+0.2% | Added |
| BlackRock, Inc. | 1,275,880 | $11.1M | 0.00% | +25,748+2.1% | Added |
| 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 |