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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $29 | 0.00% | +3 | New |
| GWM Advisors LLC | 4 | $41 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $57 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $86 | 0.00% | +3+50.0% | Added |
| Nisa Investment Advisors, LLC | 29 | $276 | 0.00% | +29 | New |
| EverSource Wealth Advisors, LLC | 62 | $591 | 0.00% | +61+6,100.0% | Added |
| Rise Advisors, LLC | 63 | $600 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 126 | $1.00K | 0.00% | +38+43.2% | Added |
| Comerica Bank | 200 | $1.91K | 0.00% | −26−11.5% | Reduced |
| FMR LLC | 519 | $4.94K | 0.00% | −40−7.2% | Reduced |
| Sterling Capital Management LLC | 522 | $4.97K | 0.00% | +203+63.6% | Added |
| Russell Investments Group, Ltd. | 606 | $5.78K | 0.00% | +453+296.1% | Added |
| Amalgamated Bank | 648 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 593 | $6.00K | 0.00% | +9+1.5% | Added |
| California State Teachers Retirement System | 1,357 | $12.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,566 | $14.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $17.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $17.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,100 | $20.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,558 | $24.4K | 0.00% | −2,673−51.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,936 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,000 | $47.6K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 5,896 | $56.2K | 0.00% | −7,355−55.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,280 | $59.8K | 0.00% | +5,288+533.1% | Added |
| JPMorgan Chase & Co | 7,686 | $73.2K | 0.00% | −1,439−15.8% | Reduced |
| Advisor Group Holdings, Inc. | 8,000 | $76.2K | 0.00% | +8,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 8,893 | $84.8K | 0.00% | −2,307−20.6% | Reduced |
| Intech Investment Management LLC | 10,016 | $95.5K | 0.00% | −1,827−15.4% | Reduced |
| D'Orazio & Associates, Inc. | 10,560 | $100.6K | 0.01% | −400−3.6% | Reduced |
| LPL Financial LLC | 10,578 | $100.8K | 0.00% | −334−3.1% | Reduced |
| Baron Wealth Management LLC | 10,828 | $103.2K | 0.04% | +10,828 | New |
| Wells Fargo & Company | 11,137 | $106.1K | 0.00% | −663−5.6% | Reduced |
| MetLife Investment Management | 11,196 | $106.7K | 0.00% | −115−1.0% | Reduced |
| Dimensional Fund Advisors LP | 11,451 | $109.1K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 13,454 | $128.0K | 0.00% | +13,454 | New |
| PDT Partners, LLC | 15,570 | $148.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 16,000 | $152.5K | 0.00% | +16,000 | New |
| Goldman Sachs Group Inc | 16,475 | $157.0K | 0.00% | −22,539−57.8% | Reduced |
| Martingale Asset Management L P | 16,568 | $157.9K | 0.00% | +16,568 | New |
| Nuveen, LLC | 18,781 | $179.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 19,806 | $188.0K | 0.00% | +1,657+9.1% | Added |
| Deutsche Bank AG | 21,036 | $200.5K | 0.00% | +14,397+216.9% | Added |
| UBS Group AG | 21,420 | $204.1K | 0.00% | +2,873+15.5% | Added |
| Panagora Asset Management Inc | 21,445 | $204.4K | 0.00% | +21,445 | New |
| HSBC Holdings PLC | 21,483 | $206.7K | 0.00% | +3,377+18.7% | Added |
| Jane Street Group, LLC | 25,194 | $240.1K | 0.00% | +25,194 | New |
| Bank of America Corp | 25,206 | $240.2K | 0.00% | +3,295+15.0% | Added |
| Susquehanna International Group, LLP | 26,604 | $253.5K | 0.00% | −24,298−47.7% | Reduced |
| Hillsdale Investment Management Inc. | 28,500 | $271.6K | 0.01% | +28,500 | New |
| Rhumbline Advisers | 29,712 | $283.1K | 0.00% | +1,871+6.7% | Added |
| Raymond James Financial Inc | 30,110 | $286.9K | 0.00% | +14,085+87.9% | Added |
| Empowered Funds, LLC | 30,534 | $291.0K | 0.00% | +2,692+9.7% | Added |
| Winton Group Ltd | 30,931 | $294.8K | 0.02% | −1,213−3.8% | Reduced |
| Invesco Ltd. | 32,675 | $311.4K | 0.00% | −7,312−18.3% | Reduced |
| Millennium Management LLC | 34,963 | $333.2K | 0.00% | −6,706−16.1% | Reduced |
| Barclays PLC | 36,631 | $349.1K | 0.00% | +13,481+58.2% | Added |
| Gsa Capital Partners LLP | 40,742 | $388.0K | 0.03% | +16,168+65.8% | Added |
| Squarepoint Ops LLC | 41,201 | $392.6K | 0.00% | +19,776+92.3% | Added |
| Corsair Capital Management, L.P. | 47,096 | $448.8K | 0.09% | +5,900+14.3% | Added |
| Soltis Investment Advisors LLC | 47,294 | $450.7K | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 47,297 | $450.7K | 0.00% | −3,468−6.8% | Reduced |
| LSV Asset Management | 59,100 | $563.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 59,691 | $568.9K | 0.00% | −23,803−28.5% | Reduced |
| Two Sigma Investments, LP | 60,543 | $577.0K | 0.00% | −26,091−30.1% | Reduced |
| Teton Advisors, Inc. | 61,500 | $586.1K | 0.36% | −5,500−8.2% | Reduced |
| Morgan Stanley | 67,036 | $638.9K | 0.00% | +18,215+37.3% | Added |
| Janney Montgomery Scott LLC | 69,116 | $659.0K | 0.00% | +3,053+4.6% | Added |
| Ritholtz Wealth Management | 75,866 | $723.0K | 0.02% | +13,500+21.6% | Added |
| Gabelli Funds LLC | 78,000 | $743.3K | 0.01% | −2,000−2.5% | Reduced |
| Two Sigma Advisers, LP | 103,500 | $986.4K | 0.00% | −18,700−15.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 118,321 | $1.13M | 0.00% | +14,557+14.0% | Added |
| Segall Bryant & Hamill, LLC | 121,252 | $1.16M | 0.02% | +121,252 | New |
| De Lisle Partners LLP | 123,757 | $1.18M | 0.17% | +20,212+19.5% | Added |
| Bank of New York Mellon Corp | 126,038 | $1.20M | 0.00% | −587−0.5% | Reduced |
| Northern Trust Corp | 129,041 | $1.23M | 0.00% | −15,201−10.5% | Reduced |
| Bridgeway Capital Management, LLC | 141,637 | $1.35M | 0.03% | +2,692+1.9% | Added |
| Gamco Investors, Inc. Et Al | 162,000 | $1.54M | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 165,345 | $1.58M | 0.01% | +15,472+10.3% | Added |
| American Century Companies Inc | 216,175 | $2.06M | 0.00% | −322−0.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 221,286 | $2.11M | 0.21% | +165,888+299.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 221,879 | $2.11M | 0.01% | −48,293−17.9% | Reduced |
| Stifel Financial Corp | 223,843 | $2.13M | 0.00% | −18,479−7.6% | Reduced |
| State Street Corp | 238,815 | $2.28M | 0.00% | +20,670+9.5% | Added |
| Geode Capital Management, LLC | 408,697 | $3.90M | 0.00% | −19,380−4.5% | Reduced |
| Tieton Capital Management, LLC | 957,963 | $9.13M | 3.57% | −8,505−0.9% | Reduced |
| Vanguard Group Inc | 1,080,897 | $10.3M | 0.00% | −8,293−0.8% | Reduced |
| BlackRock, Inc. | 1,211,528 | $11.5M | 0.00% | −64,352−5.0% | Reduced |
| 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 |