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, Q4 2025
Institutional positions in Medallion Financial Corp as of Dec 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
- 98
- +8 vs. Q3 2025
- Shares held
- 7.80M
- +385.8K (+5.2%) vs. Q3 2025
- Total value
- $80.4M
- +$5.44M (+7.3%) vs. Q3 2025
- New holders
- 15
- 27 more added
- Sold out
- 7
- 32 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2 | $21 | 0.00% | −61−96.8% | Reduced |
| SBI Securities Co., Ltd. | 3 | $31 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $31 | 0.00% | +3 | New |
| Key Financial Inc | 6 | $62 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $62 | 0.00% | +6 | New |
| Essential Partners LLC | 9 | $93 | 0.00% | +2+28.6% | Added |
| Kilter Group LLC | 12 | $124 | 0.00% | +12 | New |
| Nisa Investment Advisors, LLC | 29 | $298 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 210 | $2.00K | 0.00% | +4+1.9% | Added |
| Comerica Bank | 200 | $2.06K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 292 | $3.00K | 0.00% | +292 | New |
| Optiver Holding B.V. | 346 | $3.56K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 368 | $3.78K | 0.00% | +368 | New |
| Citigroup Inc | 369 | $3.80K | 0.00% | −257−41.1% | Reduced |
| Amalgamated Bank | 511 | $5.00K | 0.00% | −137−21.1% | Reduced |
| Financial Consulate, Inc | 500 | $5.14K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 591 | $6.00K | 0.00% | −1,142−65.9% | Reduced |
| Harbor Capital Advisors, Inc. | 550 | $6.00K | 0.00% | −9−1.6% | Reduced |
| Motiv8 Investments LLC | 625 | $6.00K | 0.00% | +625 | New |
| IFP Advisors, Inc | 654 | $6.73K | 0.00% | +24+3.8% | Added |
| FMR LLC | 825 | $8.49K | 0.00% | +307+59.3% | Added |
| Sterling Capital Management LLC | 937 | $9.64K | 0.00% | −185−16.5% | Reduced |
| California State Teachers Retirement System | 997 | $10.3K | 0.00% | −361−26.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,026 | $10.6K | 0.00% | −83−7.5% | Reduced |
| UBS Asset Management Americas Inc | 1,268 | $13.0K | 0.00% | +1,268 | New |
| Legal & General Group Plc | 1,566 | $16.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,762 | $18.1K | 0.00% | +1,762 | New |
| Investors Research Corp | 1,800 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $18.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,000 | $20.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,100 | $21.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,355 | $24.2K | 0.00% | +467+24.7% | Added |
| Kestra Advisory Services, LLC | 4,050 | $41.7K | 0.00% | +4,050 | New |
| BNP Paribas Arbitrage, SA | 4,255 | $43.8K | 0.00% | +547+14.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,652 | $47.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,752 | $48.9K | 0.00% | +4,752 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,581 | $78.0K | 0.00% | −47−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 8,000 | $82.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 9,348 | $96.2K | 0.00% | −357−3.7% | Reduced |
| Vise Technologies, Inc. | 10,263 | $105.6K | 0.00% | +10,263 | New |
| D'Orazio & Associates, Inc. | 10,952 | $112.7K | 0.01% | +84+0.8% | Added |
| Creative Planning | 11,136 | $114.6K | 0.00% | −114−1.0% | Reduced |
| Baron Wealth Management LLC | 11,185 | $115.1K | 0.04% | +199+1.8% | Added |
| Daytona Street Capital LLC | 5,001 | $125.3K | 0.10% | +5,001 | New |
| Allworth Financial LP | 16,002 | $164.7K | 0.00% | +20.0% | Added |
| UBS Group AG | 16,131 | $166.0K | 0.00% | −2,805−14.8% | Reduced |
| Jane Street Group, LLC | 17,229 | $177.3K | 0.00% | −22,913−57.1% | Reduced |
| PDT Partners, LLC | 18,146 | $186.7K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 18,283 | $188.1K | 0.00% | +18,283 | New |
| Nuveen, LLC | 18,781 | $193.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 18,935 | $194.8K | 0.00% | +5,765+43.8% | Added |
| HSBC Holdings PLC | 21,991 | $225.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 22,114 | $227.5K | 0.00% | −2,974−11.9% | Reduced |
| Invesco Ltd. | 22,647 | $233.0K | 0.00% | −3,280−12.7% | Reduced |
| Hillsdale Investment Management Inc. | 28,500 | $293.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 29,625 | $304.8K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 29,706 | $305.7K | 0.01% | −880−2.9% | Reduced |
| Bank of America Corp | 32,376 | $333.1K | 0.00% | +6,058+23.0% | Added |
| Gsa Capital Partners LLP | 33,359 | $343.0K | 0.03% | −11,428−25.5% | Reduced |
| Martingale Asset Management L P | 33,950 | $349.3K | 0.01% | +17,202+102.7% | Added |
| Barclays PLC | 37,672 | $387.6K | 0.00% | +1,834+5.1% | Added |
| Panagora Asset Management Inc | 37,734 | $388.3K | 0.00% | +13,154+53.5% | Added |
| Two Sigma Investments, LP | 38,890 | $400.2K | 0.00% | −47,744−55.1% | Reduced |
| JPMorgan Chase & Co | 39,226 | $403.6K | 0.00% | +32,525+485.4% | Added |
| Marshall Wace, LLP | 40,648 | $418.3K | 0.00% | −33,995−45.5% | Reduced |
| Millennium Management LLC | 41,121 | $423.1K | 0.00% | −2,407−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 47,318 | $486.9K | 0.00% | +210.0% | Added |
| Soltis Investment Advisors LLC | 51,762 | $532.6K | 0.04% | +20.0% | Added |
| Squarepoint Ops LLC | 52,498 | $540.2K | 0.00% | −5,132−8.9% | Reduced |
| Teton Advisors, LLC | 55,200 | $568.0K | 0.39% | −4,800−8.0% | Reduced |
| LSV Asset Management | 55,600 | $572.0K | 0.00% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 57,849 | $595.3K | 0.10% | −100.0% | Reduced |
| Morgan Stanley | 65,456 | $673.5K | 0.00% | +6,199+10.5% | Added |
| Mariner, LLC | 71,838 | $739.2K | 0.00% | +71,838 | New |
| Two Sigma Advisers, LP | 74,200 | $763.5K | 0.00% | −28,900−28.0% | Reduced |
| Janney Montgomery Scott LLC | 76,161 | $784.0K | 0.00% | +421+0.6% | Added |
| Gabelli Funds LLC | 78,000 | $802.6K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 92,695 | $953.8K | 0.02% | +8,851+10.6% | Added |
| Northern Trust Corp | 116,506 | $1.20M | 0.00% | −15,426−11.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 118,321 | $1.22M | 0.00% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 120,046 | $1.24M | 0.02% | −559−0.5% | Reduced |
| Bank of New York Mellon Corp | 126,913 | $1.31M | 0.00% | −1,264−1.0% | Reduced |
| Goldman Sachs Group Inc | 129,949 | $1.34M | 0.00% | +59,130+83.5% | Added |
| Gamco Investors, Inc. Et Al | 158,000 | $1.63M | 0.02% | −2,000−1.3% | Reduced |
| Stifel Financial Corp | 161,737 | $1.66M | 0.00% | −13,800−7.9% | Reduced |
| Bridgeway Capital Management, LLC | 162,283 | $1.67M | 0.03% | +5,374+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 178,914 | $1.84M | 0.01% | −6,786−3.7% | Reduced |
| De Lisle Partners LLP | 180,079 | $1.85M | 0.24% | +51,822+40.4% | Added |
| American Century Companies Inc | 216,175 | $2.22M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 219,183 | $2.26M | 0.00% | +219,183 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 221,774 | $2.28M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 243,509 | $2.51M | 0.00% | +2,462+1.0% | Added |
| Uniplan Investment Counsel, Inc. | 355,984 | $3.66M | 0.37% | +103,182+40.8% | Added |
| Geode Capital Management, LLC | 406,754 | $4.19M | 0.00% | +6,458+1.6% | Added |
| Tieton Capital Management, LLC | 980,241 | $10.1M | 3.45% | −3,960−0.4% | Reduced |
| Vanguard Group Inc | 1,071,144 | $11.0M | 0.00% | −11,370−1.1% | Reduced |
| BlackRock, Inc. | 1,129,754 | $11.6M | 0.00% | +8,419+0.8% | Added |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −45,806−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −10,988−100.0% | Sold out |