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 2026
Institutional positions in Medallion Financial Corp as of Jun 30, 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
- 98
- +5 vs. Q1 2026
- Shares held
- 7.93M
- −28.9K (−0.4%) vs. Q1 2026
- Total value
- $80.9M
- +$12.7M (+18.7%) vs. Q1 2026
- New holders
- 12
- 35 more added
- Sold out
- 7
- 29 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Medallion Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −67−97.1% | Reduced |
| SJS Investment Consulting Inc. | 1 | $11 | 0.00% | +1 | New |
| Optiver Holding B.V. | 2 | $20 | 0.00% | −184−98.9% | Reduced |
| True Wealth Design, LLC | 3 | $31 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 4 | $41 | 0.00% | +4 | New |
| Key Financial Inc | 6 | $61 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 8 | $82 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14 | $143 | 0.00% | +8+133.3% | Added |
| EverSource Wealth Advisors, LLC | 22 | $225 | 0.00% | +19+633.3% | Added |
| Farther Finance Advisors, LLC | 25 | $256 | 0.00% | +24+2,400.0% | Added |
| Nisa Investment Advisors, LLC | 29 | $296 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 46 | $474 | 0.00% | +46 | New |
| GAMMA Investing LLC | 114 | $1.16K | 0.00% | −31−21.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 128 | $1.31K | 0.00% | +128 | New |
| SRS Capital Advisors, Inc. | 174 | $1.78K | 0.00% | +174 | New |
| Fifth Third Bancorp | 200 | $2.04K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 228 | $2.33K | 0.00% | −652−74.1% | Reduced |
| Sterling Capital Management LLC | 340 | $3.47K | 0.00% | −198−36.8% | Reduced |
| Financial Consulate, Inc | 500 | $5.11K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 605 | $6.18K | 0.00% | +601+15,025.0% | Added |
| IFP Advisors, Inc | 634 | $6.47K | 0.00% | +3+0.5% | Added |
| Harbor Capital Advisors, Inc. | 709 | $7.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 876 | $8.94K | 0.00% | −511−36.8% | Reduced |
| Legal & General Group Plc | 1,566 | $16.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,800 | $18.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,835 | $18.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,000 | $20.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,100 | $21.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,146 | $21.9K | 0.00% | −2,435−53.2% | Reduced |
| FMR LLC | 2,153 | $22.0K | 0.00% | +746+53.0% | Added |
| Tower Research Capital LLC (TRC) | 2,327 | $23.8K | 0.00% | −3,346−59.0% | Reduced |
| Royal Bank of Canada | 3,378 | $35.0K | 0.00% | +3,333+7,406.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,652 | $47.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 5,495 | $56.1K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 6,763 | $69.0K | 0.00% | −58−0.9% | Reduced |
| UBS Group AG | 7,202 | $73.5K | 0.00% | −1,600−18.2% | Reduced |
| Citigroup Inc | 7,765 | $79.3K | 0.00% | +6,227+404.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,776 | $79.4K | 0.00% | +25+0.3% | Added |
| Advisor Group Holdings, Inc. | 8,000 | $81.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 10,118 | $103.3K | 0.00% | +10,118 | New |
| D'Orazio & Associates, Inc. | 10,653 | $108.8K | 0.01% | −618−5.5% | Reduced |
| Vise Technologies, Inc. | 10,730 | $109.6K | 0.00% | +467+4.6% | Added |
| Stephens Inc | 12,200 | $124.6K | 0.00% | +1,000+8.9% | Added |
| Russell Investments Group, Ltd. | 12,206 | $124.6K | 0.00% | +9,555+360.4% | Added |
| Price T Rowe Associates Inc | 13,908 | $143.0K | 0.00% | +788+6.0% | Added |
| Barclays PLC | 14,785 | $151.0K | 0.00% | −592−3.8% | Reduced |
| Wells Fargo & Company | 14,879 | $151.9K | 0.00% | +8,032+117.3% | Added |
| Invesco Ltd. | 15,997 | $163.3K | 0.00% | −5,276−24.8% | Reduced |
| Allworth Financial LP | 16,055 | $163.9K | 0.00% | +40+0.2% | Added |
| JPMorgan Chase & Co | 17,034 | $175.4K | 0.00% | −6,490−27.6% | Reduced |
| AQR Capital Management LLC | 17,522 | $178.9K | 0.00% | +17,522 | New |
| PDT Partners, LLC | 18,146 | $185.3K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 18,593 | $189.8K | 0.00% | −3,289−15.0% | Reduced |
| Deutsche Bank AG | 18,921 | $193.2K | 0.00% | +638+3.5% | Added |
| Martingale Asset Management L P | 20,933 | $213.7K | 0.01% | −14,117−40.3% | Reduced |
| Rhumbline Advisers | 21,097 | $215.4K | 0.00% | −827−3.8% | Reduced |
| Gsa Capital Partners LLP | 24,608 | $251.0K | 0.02% | −13,608−35.6% | Reduced |
| HSBC Holdings PLC | 26,792 | $273.3K | 0.00% | +2,749+11.4% | Added |
| Citadel Advisors LLC | 27,659 | $282.4K | 0.00% | +27,659 | New |
| Raymond James Financial Inc | 29,625 | $302.5K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 36,782 | $375.5K | 0.00% | +36,782 | New |
| Two Sigma Investments, LP | 39,889 | $407.3K | 0.00% | −58,863−59.6% | Reduced |
| Nuveen, LLC | 44,504 | $454.4K | 0.00% | +25,723+137.0% | Added |
| Soltis Investment Advisors LLC | 45,767 | $467.3K | 0.03% | −6,000−11.6% | Reduced |
| Charles Schwab Investment Management Inc | 48,138 | $491.5K | 0.00% | +4,825+11.1% | Added |
| Teton Advisors, LLC | 54,500 | $556.4K | 0.32% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 54,849 | $560.0K | 0.07% | −3,000−5.2% | Reduced |
| Mackenzie Financial Corp | 57,574 | $587.8K | 0.00% | +57,574 | New |
| Mariner, LLC | 60,189 | $614.5K | 0.00% | +740+1.2% | Added |
| Empowered Funds, LLC | 60,735 | $620.1K | 0.00% | +4,045+7.1% | Added |
| Daytona Street Capital LLC | 65,767 | $657.0K | 0.48% | −6,151−8.6% | Reduced |
| Morgan Stanley | 64,831 | $661.9K | 0.00% | +847+1.3% | Added |
| LSV Asset Management | 66,800 | $682.0K | 0.00% | +11,200+20.1% | Added |
| Panagora Asset Management Inc | 67,327 | $687.4K | 0.00% | +22,412+49.9% | Added |
| Gabelli Funds LLC | 78,000 | $796.4K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 78,555 | $802.0K | 0.00% | +9,968+14.5% | Added |
| Janney Montgomery Scott LLC | 80,943 | $826.0K | 0.00% | +80,943 | New |
| Ritholtz Wealth Management | 92,532 | $944.7K | 0.01% | −4,229−4.4% | Reduced |
| Vanguard Fiduciary Trust Co | 105,917 | $1.08M | 0.00% | +1,375+1.3% | Added |
| Bank of New York Mellon Corp | 109,652 | $1.12M | 0.00% | +2,224+2.1% | Added |
| Vanguard Portfolio Management LLC | 114,133 | $1.17M | 0.00% | +20,104+21.4% | Added |
| Arrowstreet Capital, Limited Partnership | 118,321 | $1.21M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 136,920 | $1.40M | 0.00% | +13,810+11.2% | Added |
| Stifel Financial Corp | 154,235 | $1.57M | 0.00% | −1,505−1.0% | Reduced |
| Gamco Investors, Inc. Et Al | 158,000 | $1.61M | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 179,864 | $1.84M | 0.01% | +16,980+10.4% | Added |
| Bridgeway Capital Management, LLC | 188,901 | $1.93M | 0.03% | +21,108+12.6% | Added |
| De Lisle Partners LLP | 198,711 | $2.03M | 0.22% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 201,485 | $2.06M | 0.00% | −11,338−5.3% | Reduced |
| American Century Companies Inc | 214,575 | $2.19M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 217,202 | $2.22M | 0.00% | +30,056+16.1% | Added |
| State Street Corp | 243,195 | $2.48M | 0.00% | −5,316−2.1% | Reduced |
| SEI Investments Co | 250,080 | $2.55M | 0.00% | −240,892−49.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 397,330 | $4.06M | 0.38% | +11,749+3.0% | Added |
| Geode Capital Management, LLC | 448,220 | $4.58M | 0.00% | +35,036+8.5% | Added |
| Vanguard Capital Management LLC | 722,282 | $7.37M | 0.00% | −126,358−14.9% | Reduced |
| Tieton Capital Management, LLC | 1,008,564 | $10.3M | 2.96% | −23,740−2.3% | Reduced |
| BlackRock, Inc. | 1,219,363 | $12.4M | 0.00% | +111,398+10.1% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −49,184−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,139−100.0% | Sold out |