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, Q2 2025
Institutional positions in Medallion Financial Corp as of Jun 30, 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
- 90
- +7 vs. Q1 2025
- Shares held
- 7.40M
- +255.7K (+3.6%) vs. Q1 2025
- Total value
- $70.5M
- +$8.29M (+13.3%) vs. Q1 2025
- New holders
- 12
- 28 more added
- Sold out
- 5
- 31 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,211,528 | $11.5M | 0.00% | −64,352−5.0% | Reduced |
| Vanguard Group Inc | 1,080,897 | $10.3M | 0.00% | −8,293−0.8% | Reduced |
| Tieton Capital Management, LLC | 957,963 | $9.13M | 3.57% | −8,505−0.9% | Reduced |
| Geode Capital Management, LLC | 408,697 | $3.90M | 0.00% | −19,380−4.5% | Reduced |
| State Street Corp | 238,815 | $2.28M | 0.00% | +20,670+9.5% | Added |
| Stifel Financial Corp | 223,843 | $2.13M | 0.00% | −18,479−7.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 221,879 | $2.11M | 0.01% | −48,293−17.9% | Reduced |
| Uniplan Investment Counsel, Inc. | 221,286 | $2.11M | 0.21% | +165,888+299.4% | Added |
| American Century Companies Inc | 216,175 | $2.06M | 0.00% | −322−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 165,345 | $1.58M | 0.01% | +15,472+10.3% | Added |
| Gamco Investors, Inc. Et Al | 162,000 | $1.54M | 0.02% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 141,637 | $1.35M | 0.03% | +2,692+1.9% | Added |
| Northern Trust Corp | 129,041 | $1.23M | 0.00% | −15,201−10.5% | Reduced |
| Bank of New York Mellon Corp | 126,038 | $1.20M | 0.00% | −587−0.5% | Reduced |
| De Lisle Partners LLP | 123,757 | $1.18M | 0.17% | +20,212+19.5% | Added |
| Segall Bryant & Hamill, LLC | 121,252 | $1.16M | 0.02% | +121,252 | New |
| Arrowstreet Capital, Limited Partnership | 118,321 | $1.13M | 0.00% | +14,557+14.0% | Added |
| Two Sigma Advisers, LP | 103,500 | $986.4K | 0.00% | −18,700−15.3% | Reduced |
| Gabelli Funds LLC | 78,000 | $743.3K | 0.01% | −2,000−2.5% | Reduced |
| Ritholtz Wealth Management | 75,866 | $723.0K | 0.02% | +13,500+21.6% | Added |
| Janney Montgomery Scott LLC | 69,116 | $659.0K | 0.00% | +3,053+4.6% | Added |
| Morgan Stanley | 67,036 | $638.9K | 0.00% | +18,215+37.3% | Added |
| Teton Advisors, Inc. | 61,500 | $586.1K | 0.36% | −5,500−8.2% | Reduced |
| Two Sigma Investments, LP | 60,543 | $577.0K | 0.00% | −26,091−30.1% | Reduced |
| Marshall Wace, LLP | 59,691 | $568.9K | 0.00% | −23,803−28.5% | Reduced |
| LSV Asset Management | 59,100 | $563.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 47,297 | $450.7K | 0.00% | −3,468−6.8% | Reduced |
| Soltis Investment Advisors LLC | 47,294 | $450.7K | 0.04% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 47,096 | $448.8K | 0.09% | +5,900+14.3% | Added |
| Squarepoint Ops LLC | 41,201 | $392.6K | 0.00% | +19,776+92.3% | Added |
| Gsa Capital Partners LLP | 40,742 | $388.0K | 0.03% | +16,168+65.8% | Added |
| Barclays PLC | 36,631 | $349.1K | 0.00% | +13,481+58.2% | Added |
| Millennium Management LLC | 34,963 | $333.2K | 0.00% | −6,706−16.1% | Reduced |
| Invesco Ltd. | 32,675 | $311.4K | 0.00% | −7,312−18.3% | Reduced |
| Winton Group Ltd | 30,931 | $294.8K | 0.02% | −1,213−3.8% | Reduced |
| Empowered Funds, LLC | 30,534 | $291.0K | 0.00% | +2,692+9.7% | Added |
| Raymond James Financial Inc | 30,110 | $286.9K | 0.00% | +14,085+87.9% | Added |
| Rhumbline Advisers | 29,712 | $283.1K | 0.00% | +1,871+6.7% | Added |
| Hillsdale Investment Management Inc. | 28,500 | $271.6K | 0.01% | +28,500 | New |
| Susquehanna International Group, LLP | 26,604 | $253.5K | 0.00% | −24,298−47.7% | Reduced |
| Bank of America Corp | 25,206 | $240.2K | 0.00% | +3,295+15.0% | Added |
| Jane Street Group, LLC | 25,194 | $240.1K | 0.00% | +25,194 | New |
| HSBC Holdings PLC | 21,483 | $206.7K | 0.00% | +3,377+18.7% | Added |
| Panagora Asset Management Inc | 21,445 | $204.4K | 0.00% | +21,445 | New |
| UBS Group AG | 21,420 | $204.1K | 0.00% | +2,873+15.5% | Added |
| Deutsche Bank AG | 21,036 | $200.5K | 0.00% | +14,397+216.9% | Added |
| Royal Bank of Canada | 19,806 | $188.0K | 0.00% | +1,657+9.1% | Added |
| Nuveen, LLC | 18,781 | $179.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 16,568 | $157.9K | 0.00% | +16,568 | New |
| Goldman Sachs Group Inc | 16,475 | $157.0K | 0.00% | −22,539−57.8% | Reduced |
| Allworth Financial LP | 16,000 | $152.5K | 0.00% | +16,000 | New |
| PDT Partners, LLC | 15,570 | $148.4K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 13,454 | $128.0K | 0.00% | +13,454 | New |
| Dimensional Fund Advisors LP | 11,451 | $109.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 11,196 | $106.7K | 0.00% | −115−1.0% | Reduced |
| Wells Fargo & Company | 11,137 | $106.1K | 0.00% | −663−5.6% | Reduced |
| Baron Wealth Management LLC | 10,828 | $103.2K | 0.04% | +10,828 | New |
| LPL Financial LLC | 10,578 | $100.8K | 0.00% | −334−3.1% | Reduced |
| D'Orazio & Associates, Inc. | 10,560 | $100.6K | 0.01% | −400−3.6% | Reduced |
| Intech Investment Management LLC | 10,016 | $95.5K | 0.00% | −1,827−15.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,893 | $84.8K | 0.00% | −2,307−20.6% | Reduced |
| Advisor Group Holdings, Inc. | 8,000 | $76.2K | 0.00% | +8,000 | New |
| JPMorgan Chase & Co | 7,686 | $73.2K | 0.00% | −1,439−15.8% | Reduced |
| Tower Research Capital LLC (TRC) | 6,280 | $59.8K | 0.00% | +5,288+533.1% | Added |
| Citigroup Inc | 5,896 | $56.2K | 0.00% | −7,355−55.5% | Reduced |
| Ridgewood Investments LLC | 5,000 | $47.6K | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,936 | $28.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,558 | $24.4K | 0.00% | −2,673−51.1% | Reduced |
| New York State Common Retirement Fund | 2,100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $17.5K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $17.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,566 | $14.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,357 | $12.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 648 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 593 | $6.00K | 0.00% | +9+1.5% | Added |
| Russell Investments Group, Ltd. | 606 | $5.78K | 0.00% | +453+296.1% | Added |
| Sterling Capital Management LLC | 522 | $4.97K | 0.00% | +203+63.6% | Added |
| FMR LLC | 519 | $4.94K | 0.00% | −40−7.2% | Reduced |
| Comerica Bank | 200 | $1.91K | 0.00% | −26−11.5% | Reduced |
| CWM, LLC | 126 | $1.00K | 0.00% | +38+43.2% | Added |
| Rise Advisors, LLC | 63 | $600 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 62 | $591 | 0.00% | +61+6,100.0% | Added |
| Nisa Investment Advisors, LLC | 29 | $276 | 0.00% | +29 | New |
| SBI Securities Co., Ltd. | 9 | $86 | 0.00% | +3+50.0% | Added |
| Key Financial Inc | 6 | $57 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $41 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $29 | 0.00% | +3 | New |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8 | – | – | +8 | New |
| Corton Capital Inc. | 0 | $0 | 0.00% | −19,649−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,765−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −9,060−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |