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 2026
Institutional positions in Medallion Financial Corp as of Mar 31, 2026. 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
- 95
- 0 vs. Q4 2025
- Shares held
- 7.96M
- +1.23M (+18.2%) vs. Q4 2025
- Total value
- $68.2M
- −$1.13M (−1.6%) vs. Q4 2025
- New holders
- 14
- 36 more added
- Sold out
- 14
- 25 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 45 | $0 | 0.00% | −546−92.4% | Reduced |
| Farther Finance Advisors, LLC | 1 | $8 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $9 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 3 | $26 | 0.00% | +1+50.0% | Added |
| SBI Securities Co., Ltd. | 4 | $34 | 0.00% | +1+33.3% | Added |
| Key Financial Inc | 6 | $51 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $51 | 0.00% | +3+100.0% | Added |
| MAI Capital Management | 7 | $60 | 0.00% | +1+16.7% | Added |
| Essential Partners LLC | 8 | $68 | 0.00% | −1−11.1% | Reduced |
| Root Financial Partners, LLC | 10 | $86 | 0.00% | +10 | New |
| Nisa Investment Advisors, LLC | 29 | $248 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 30 | $257 | 0.00% | +30 | New |
| Covestor Ltd | 69 | $1.00K | 0.00% | +67+3,350.0% | Added |
| GAMMA Investing LLC | 145 | $1.24K | 0.00% | +145 | New |
| Optiver Holding B.V. | 186 | $1.59K | 0.00% | −160−46.2% | Reduced |
| Fifth Third Bancorp | 200 | $1.71K | 0.00% | +200 | New |
| CWM, LLC | 291 | $2.49K | 0.00% | +81+38.6% | Added |
| Financial Consulate, Inc | 500 | $4.28K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 538 | $4.61K | 0.00% | −399−42.6% | Reduced |
| IFP Advisors, Inc | 631 | $5.40K | 0.00% | −23−3.5% | Reduced |
| Harbor Capital Advisors, Inc. | 709 | $6.00K | 0.00% | +159+28.9% | Added |
| California State Teachers Retirement System | 880 | $7.53K | 0.00% | −117−11.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,387 | $11.9K | 0.00% | +1,095+375.0% | Added |
| FMR LLC | 1,407 | $12.0K | 0.00% | +582+70.5% | Added |
| Citigroup Inc | 1,538 | $13.2K | 0.00% | +1,169+316.8% | Added |
| Legal & General Group Plc | 1,566 | $13.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $15.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $15.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,651 | $22.7K | 0.00% | +296+12.6% | Added |
| BNP Paribas Arbitrage, SA | 4,581 | $39.2K | 0.00% | +326+7.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,652 | $39.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 5,495 | $47.0K | 0.00% | +5,495 | New |
| Tower Research Capital LLC (TRC) | 5,673 | $48.6K | 0.00% | +4,647+452.9% | Added |
| UBS Asset Management Americas Inc | 6,821 | $58.4K | 0.00% | +5,553+437.9% | Added |
| Wells Fargo & Company | 6,847 | $58.6K | 0.00% | −12,088−63.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,751 | $66.3K | 0.00% | +170+2.2% | Added |
| Advisor Group Holdings, Inc. | 8,000 | $68.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,802 | $75.3K | 0.00% | −7,329−45.4% | Reduced |
| Engineers Gate Manager LP | 11,105 | $95.1K | 0.00% | +11,105 | New |
| Stephens Inc | 11,200 | $95.9K | 0.00% | +11,200 | New |
| D'Orazio & Associates, Inc. | 11,271 | $96.5K | 0.01% | +319+2.9% | Added |
| Vise Technologies, Inc. | 10,263 | $105.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 13,120 | $113.0K | 0.00% | +13,120 | New |
| Jane Street Group, LLC | 13,910 | $119.1K | 0.00% | −3,319−19.3% | Reduced |
| Barclays PLC | 15,377 | $131.6K | 0.00% | −22,295−59.2% | Reduced |
| Allworth Financial LP | 16,015 | $137.1K | 0.00% | +13+0.1% | Added |
| PDT Partners, LLC | 18,146 | $155.3K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 18,283 | $156.5K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 18,781 | $160.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 21,273 | $182.1K | 0.00% | −1,374−6.1% | Reduced |
| Bank of America Corp | 21,882 | $187.3K | 0.00% | −10,494−32.4% | Reduced |
| Rhumbline Advisers | 21,924 | $187.7K | 0.00% | −190−0.9% | Reduced |
| Millennium Management LLC | 22,139 | $189.5K | 0.00% | −18,982−46.2% | Reduced |
| JPMorgan Chase & Co | 23,524 | $199.0K | 0.00% | −15,702−40.0% | Reduced |
| HSBC Holdings PLC | 24,043 | $208.9K | 0.00% | +2,052+9.3% | Added |
| Raymond James Financial Inc | 29,625 | $253.6K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 35,050 | $300.0K | 0.01% | +1,100+3.2% | Added |
| Gsa Capital Partners LLP | 38,216 | $327.0K | 0.02% | +4,857+14.6% | Added |
| Charles Schwab Investment Management Inc | 43,313 | $370.8K | 0.00% | −4,005−8.5% | Reduced |
| Panagora Asset Management Inc | 44,915 | $384.5K | 0.00% | +7,181+19.0% | Added |
| Marshall Wace, LLP | 49,184 | $421.0K | 0.00% | +8,536+21.0% | Added |
| Soltis Investment Advisors LLC | 51,767 | $443.1K | 0.03% | +50.0% | Added |
| Teton Advisors, LLC | 54,500 | $466.5K | 0.33% | −700−1.3% | Reduced |
| LSV Asset Management | 55,600 | $476.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 56,690 | $485.3K | 0.00% | +56,690 | New |
| Corsair Capital Management, L.P. | 57,849 | $495.2K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 59,449 | $508.9K | 0.00% | −12,389−17.2% | Reduced |
| Morgan Stanley | 63,984 | $547.7K | 0.00% | −1,472−2.2% | Reduced |
| Squarepoint Ops LLC | 68,587 | $587.1K | 0.00% | +16,089+30.6% | Added |
| Gabelli Funds LLC | 78,000 | $667.7K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 71,918 | $698.7K | 0.56% | +66,917+1,338.1% | Added |
| Vanguard Portfolio Management LLC | 94,029 | $804.9K | 0.00% | +94,029 | New |
| Ritholtz Wealth Management | 96,761 | $828.3K | 0.01% | +4,066+4.4% | Added |
| Two Sigma Investments, LP | 98,752 | $845.3K | 0.00% | +59,862+153.9% | Added |
| Vanguard Fiduciary Trust Co | 104,542 | $894.9K | 0.00% | +104,542 | New |
| Bank of New York Mellon Corp | 107,428 | $919.6K | 0.00% | −19,485−15.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 118,321 | $1.01M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 123,110 | $1.05M | 0.00% | +6,604+5.7% | Added |
| Stifel Financial Corp | 155,740 | $1.33M | 0.00% | −5,997−3.7% | Reduced |
| Gamco Investors, Inc. Et Al | 158,000 | $1.35M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 162,884 | $1.39M | 0.01% | −16,030−9.0% | Reduced |
| Bridgeway Capital Management, LLC | 167,793 | $1.44M | 0.03% | +5,510+3.4% | Added |
| Goldman Sachs Group Inc | 187,146 | $1.60M | 0.00% | +57,197+44.0% | Added |
| De Lisle Partners LLP | 198,711 | $1.70M | 0.20% | +18,632+10.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 212,823 | $1.82M | 0.00% | −8,951−4.0% | Reduced |
| American Century Companies Inc | 214,575 | $1.84M | 0.00% | −1,600−0.7% | Reduced |
| State Street Corp | 248,511 | $2.13M | 0.00% | +5,002+2.1% | Added |
| Uniplan Investment Counsel, Inc. | 385,581 | $3.30M | 0.34% | +29,597+8.3% | Added |
| Geode Capital Management, LLC | 413,184 | $3.54M | 0.00% | +6,430+1.6% | Added |
| SEI Investments Co | 490,972 | $4.20M | 0.00% | +271,789+124.0% | Added |
| Vanguard Capital Management LLC | 848,640 | $7.26M | 0.00% | +848,640 | New |
| Tieton Capital Management, LLC | 1,032,304 | $8.84M | 2.96% | +52,063+5.3% | Added |
| BlackRock, Inc. | 1,107,965 | $9.48M | 0.00% | −21,789−1.9% | Reduced |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −120,046−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −76,161−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −74,200−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −29,706−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |