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, Q3 2025
Institutional positions in Medallion Financial Corp as of Sep 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
- 91
- +2 vs. Q2 2025
- Shares held
- 7.43M
- +97.3K (+1.3%) vs. Q2 2025
- Total value
- $75.1M
- +$5.16M (+7.4%) vs. Q2 2025
- New holders
- 9
- 38 more added
- Sold out
- 7
- 25 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1 | $11 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 3 | $30 | 0.00% | −6−66.7% | Reduced |
| Key Financial Inc | 6 | $60 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $71 | 0.00% | +4+133.3% | Added |
| Nisa Investment Advisors, LLC | 29 | $293 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 30 | $303 | 0.00% | +30 | New |
| Rise Advisors, LLC | 63 | $636 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $636 | 0.00% | +1+1.6% | Added |
| Harbour Investments, Inc. | 113 | $1.14K | 0.00% | +113 | New |
| CWM, LLC | 206 | $2.00K | 0.00% | +80+63.5% | Added |
| Comerica Bank | 200 | $2.02K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 232 | $2.34K | 0.00% | +232 | New |
| Optiver Holding B.V. | 346 | $3.50K | 0.00% | +346 | New |
| Financial Consulate, Inc | 500 | $5.05K | 0.00% | +500 | New |
| FMR LLC | 518 | $5.23K | 0.00% | −1−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 559 | $6.00K | 0.00% | −34−5.7% | Reduced |
| Citigroup Inc | 626 | $6.32K | 0.00% | −5,270−89.4% | Reduced |
| IFP Advisors, Inc | 630 | $6.36K | 0.00% | +622+7,775.0% | Added |
| Amalgamated Bank | 648 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,109 | $11.2K | 0.00% | −5,171−82.3% | Reduced |
| Sterling Capital Management LLC | 1,122 | $11.3K | 0.00% | +600+114.9% | Added |
| California State Teachers Retirement System | 1,358 | $13.7K | 0.00% | +1+0.1% | Added |
| Legal & General Group Plc | 1,566 | $15.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,733 | $18.0K | 0.00% | −18,073−91.3% | Reduced |
| Investors Research Corp | 1,800 | $18.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $18.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,888 | $19.1K | 0.00% | +1,282+211.6% | Added |
| Smartleaf Asset Management LLC | 2,000 | $20.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,100 | $21.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,708 | $37.5K | 0.00% | +1,150+45.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,652 | $47.0K | 0.00% | +1,716+58.4% | Added |
| JPMorgan Chase & Co | 6,701 | $67.7K | 0.00% | −985−12.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,628 | $77.0K | 0.00% | −1,265−14.2% | Reduced |
| Advisor Group Holdings, Inc. | 8,000 | $84.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 9,705 | $98.0K | 0.00% | −1,491−13.3% | Reduced |
| D'Orazio & Associates, Inc. | 10,868 | $109.8K | 0.01% | +308+2.9% | Added |
| Baron Wealth Management LLC | 10,986 | $111.0K | 0.04% | +158+1.5% | Added |
| Dimensional Fund Advisors LP | 10,988 | $111.0K | 0.00% | −463−4.0% | Reduced |
| Creative Planning | 11,250 | $113.6K | 0.00% | +11,250 | New |
| Wells Fargo & Company | 13,170 | $133.0K | 0.00% | +2,033+18.3% | Added |
| Wolverine Trading, LLC | 14,348 | $144.2K | 0.00% | +14,348 | New |
| Allworth Financial LP | 16,000 | $161.6K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 16,748 | $169.2K | 0.00% | +180+1.1% | Added |
| PDT Partners, LLC | 18,146 | $183.3K | 0.01% | +2,576+16.5% | Added |
| Nuveen, LLC | 18,781 | $189.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 18,936 | $191.3K | 0.00% | −2,484−11.6% | Reduced |
| HSBC Holdings PLC | 21,991 | $220.3K | 0.00% | +508+2.4% | Added |
| Panagora Asset Management Inc | 24,580 | $248.3K | 0.00% | +3,135+14.6% | Added |
| Rhumbline Advisers | 25,088 | $253.4K | 0.00% | −4,624−15.6% | Reduced |
| Invesco Ltd. | 25,927 | $261.9K | 0.00% | −6,748−20.7% | Reduced |
| Bank of America Corp | 26,318 | $265.8K | 0.00% | +1,112+4.4% | Added |
| Hillsdale Investment Management Inc. | 28,500 | $287.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 29,625 | $299.2K | 0.00% | −485−1.6% | Reduced |
| Winton Group Ltd | 30,586 | $308.9K | 0.01% | −345−1.1% | Reduced |
| Barclays PLC | 35,838 | $362.0K | 0.00% | −793−2.2% | Reduced |
| Jane Street Group, LLC | 40,142 | $405.4K | 0.00% | +14,948+59.3% | Added |
| Millennium Management LLC | 43,528 | $439.6K | 0.00% | +8,565+24.5% | Added |
| Gsa Capital Partners LLP | 44,787 | $452.0K | 0.04% | +4,045+9.9% | Added |
| Empowered Funds, LLC | 45,806 | $462.6K | 0.00% | +15,272+50.0% | Added |
| Charles Schwab Investment Management Inc | 47,297 | $477.7K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 51,760 | $522.8K | 0.04% | +4,466+9.4% | Added |
| LSV Asset Management | 55,600 | $562.0K | 0.00% | −3,500−5.9% | Reduced |
| Squarepoint Ops LLC | 57,630 | $582.1K | 0.00% | +16,429+39.9% | Added |
| Corsair Capital Management, L.P. | 57,859 | $584.4K | 0.10% | +10,763+22.9% | Added |
| Morgan Stanley | 59,257 | $598.5K | 0.00% | −7,779−11.6% | Reduced |
| Teton Advisors, LLC | 60,000 | $606.0K | 0.37% | +60,000 | New |
| Goldman Sachs Group Inc | 70,819 | $715.3K | 0.00% | +54,344+329.9% | Added |
| Marshall Wace, LLP | 74,643 | $753.9K | 0.00% | +14,952+25.0% | Added |
| Janney Montgomery Scott LLC | 75,740 | $765.0K | 0.00% | +6,624+9.6% | Added |
| Gabelli Funds LLC | 78,000 | $787.8K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 83,844 | $846.8K | 0.02% | +7,978+10.5% | Added |
| Two Sigma Investments, LP | 86,634 | $875.0K | 0.00% | +26,091+43.1% | Added |
| Two Sigma Advisers, LP | 103,100 | $1.04M | 0.00% | −400−0.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 118,321 | $1.20M | 0.00% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 120,605 | $1.22M | 0.02% | −647−0.5% | Reduced |
| Bank of New York Mellon Corp | 128,177 | $1.29M | 0.00% | +2,139+1.7% | Added |
| De Lisle Partners LLP | 128,257 | $1.30M | 0.16% | +4,500+3.6% | Added |
| Northern Trust Corp | 131,932 | $1.33M | 0.00% | +2,891+2.2% | Added |
| Bridgeway Capital Management, LLC | 156,909 | $1.58M | 0.03% | +15,272+10.8% | Added |
| Gamco Investors, Inc. Et Al | 160,000 | $1.62M | 0.02% | −2,000−1.2% | Reduced |
| Stifel Financial Corp | 175,537 | $1.77M | 0.00% | −48,306−21.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 185,700 | $1.88M | 0.01% | +20,355+12.3% | Added |
| American Century Companies Inc | 216,175 | $2.18M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 221,774 | $2.24M | 0.01% | −1050.0% | Reduced |
| State Street Corp | 241,047 | $2.43M | 0.00% | +2,232+0.9% | Added |
| Uniplan Investment Counsel, Inc. | 252,802 | $2.55M | 0.25% | +31,516+14.2% | Added |
| Geode Capital Management, LLC | 400,296 | $4.04M | 0.00% | −8,401−2.1% | Reduced |
| Tieton Capital Management, LLC | 984,201 | $9.94M | 3.45% | +26,238+2.7% | Added |
| Vanguard Group Inc | 1,082,514 | $10.9M | 0.00% | +1,617+0.1% | Added |
| BlackRock, Inc. | 1,121,335 | $11.3M | 0.00% | −90,193−7.4% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −26,604−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −21,036−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,454−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −10,578−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,016−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Teton Advisors, Inc. | – | – | – | – | Not filed |