MEDALLION FINANCIAL CORP (MFIN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
95
Reporting holders
$74.2M
Reported value
31.7%
Of shares outstanding
0.0%
Held as options
+5
Holder change
Institutions report 7,271,843 shares against 22,960,249 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $12.4M | 1,219,363 | 0.00% | 8q | +10.1%+$1.1M |
| Uniplan Investment Counsel, Inc. | $8.1M | 794,660 | 0.38% | 6q | +106.1%+$4.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.4M | 722,282 | 0.00% | 2q | -14.9%-$1.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $4.6M | 448,220 | 0.00% | 29q | +8.5%+$357.8K |
| SEI INVESTMENTS CO | $2.6M | 250,080 | 0.00% | 3q | -49.1%-$2.5M |
| STATE STREET CORP | $2.5M | 243,195 | 0.00% | 21q | -2.1%-$54.3K |
| GOLDMAN SACHS GROUP INC | $2.2M | 217,202 | 0.00% | 14q | +16.1%+$306.9K |
| AMERICAN CENTURY COMPANIES INC | $2.2M | 214,575 | 0.00% | 15q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $2.1M | 201,485 | 0.00% | 20q | -5.3%-$115.8K |
| De Lisle Partners LLP | $2.0M | 198,711 | 0.22% | 10q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.9M | 188,901 | 0.03% | 31q | +12.6%+$215.5K |
| RITHOLTZ WEALTH MANAGEMENT | $1.9M | 185,064 | 0.01% | 17q | +91.3%+$901.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.8M | 179,864 | 0.01% | 17q | +10.4%+$173.4K |
| GAMCO INVESTORS, INC. ET AL | $1.6M | 158,000 | 0.01% | 31q | HELD |
| STIFEL FINANCIAL CORP | $1.6M | 154,235 | 0.00% | 31q | -1.0%-$15.4K |
| NORTHERN TRUST CORP | $1.4M | 136,920 | 0.00% | 29q | +11.2%+$141.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.2M | 118,321 | 0.00% | 7q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 114,133 | 0.00% | 2q | +21.4%+$205.3K |
| Bank of New York Mellon Corp | $1.1M | 109,652 | 0.00% | 31q | +2.1%+$22.7K |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 105,917 | 0.00% | 2q | +1.3%+$14.0K |
| Squarepoint Ops LLC | $802.0K | 78,555 | 0.00% | 6q | +14.5%+$101.8K |
| GABELLI FUNDS LLC | $796.4K | 78,000 | 0.01% | 31q | HELD |
| PANAGORA ASSET MANAGEMENT INC | $687.4K | 67,327 | 0.00% | 5q | +49.9%+$228.8K |
| MORGAN STANLEY | $661.9K | 64,831 | 0.00% | 35q | +1.3%+$8.6K |
| Daytona Street Capital LLC | $657.0K | 65,767 | 0.48% | 3q | -8.6%-$61.4K |
| Empowered Funds, LLC | $620.1K | 60,735 | 0.00% | 2q | +7.1%+$41.3K |
| Mariner, LLC | $614.5K | 60,189 | 0.00% | 3q | +1.2%+$7.6K |
| MACKENZIE FINANCIAL CORP | $587.8K | 57,574 | 0.00% | new | NEW |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $560.0K | 54,849 | 0.07% | 25q | -5.2%-$30.6K |
| Teton Advisors, LLC | $556.4K | 54,500 | 0.32% | 4q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $491.5K | 48,138 | 0.00% | 9q | +11.1%+$49.3K |
| Sixth Street Partners Management Company, L.P. | $491.5K | 48,138 | 0.00% | new | NEW |
| Soltis Investment Advisors LLC | $467.3K | 45,767 | 0.03% | 27q | -11.6%-$61.3K |
| Nuveen, LLC | $454.4K | 44,504 | 0.00% | 6q | +137.0%+$262.6K |
| TWO SIGMA INVESTMENTS, LP | $407.3K | 39,889 | 0.00% | 18q | -59.6%-$601.0K |
| Trexquant Investment LP | $375.5K | 36,782 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $302.5K | 29,625 | 0.00% | 7q | HELD |
| CITADEL ADVISORS LLC | $282.4K | 27,659 | 0.00% | 23q | HELD |
| HSBC HOLDINGS PLC | $273.3K | 26,792 | 0.00% | 6q | +11.4%+$28.0K |
| RHUMBLINE ADVISERS | $215.4K | 21,097 | 0.00% | 13q | -3.8%-$8.4K |
| MARTINGALE ASSET MANAGEMENT L P | $213.7K | 20,933 | 0.01% | 5q | -40.3%-$144.1K |
| DEUTSCHE BANK AG\ | $193.2K | 18,921 | 0.00% | 3q | +3.5%+$6.5K |
| BANK OF AMERICA CORP /DE/ | $189.8K | 18,593 | 0.00% | 31q | -15.0%-$33.6K |
| PDT Partners, LLC | $185.3K | 18,146 | 0.01% | 8q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $178.9K | 17,522 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $175.4K | 17,034 | 0.00% | 21q | -27.6%-$66.8K |
| Allworth Financial LP | $163.9K | 16,055 | 0.00% | 5q | HELD |
| Invesco Ltd. | $163.3K | 15,997 | 0.00% | 10q | -24.8%-$53.9K |
| WELLS FARGO & COMPANY/MN | $151.9K | 14,879 | 0.00% | 31q | +8.7%+$12.1K |
| BARCLAYS PLC | $151.0K | 14,785 | 0.00% | 12q | -3.8%-$6.0K |
| Russell Investments Group, Ltd. | $124.6K | 12,206 | 0.00% | 8q | +360.4%+$97.6K |
| STEPHENS INC /AR/ | $124.6K | 12,200 | 0.00% | 2q | +8.9%+$10.2K |
| Vise Technologies, Inc. | $109.6K | 10,730 | 0.00% | 3q | +4.6%+$4.8K |
| D'Orazio & Associates, Inc. | $108.8K | 10,653 | 0.01% | 6q | -5.5%-$6.3K |
| MetLife Investment Management, LLC | $103.3K | 10,118 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $81.7K | 8,000 | 0.00% | 5q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $79.4K | 7,776 | 0.00% | 8q | HELD |
| CITIGROUP INC | $79.3K | 7,765 | 0.00% | 12q | +404.9%+$63.6K |
| UBS Group AG | $73.5K | 7,202 | 0.00% | 31q | -18.2%-$16.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $69.0K | 6,763 | 0.00% | 3q | -0.9% |
| Vanguard Global Advisers, LLC | $56.1K | 5,495 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $47.5K | 4,652 | 0.00% | 6q | HELD |
| ROYAL BANK OF CANADA | $35.0K | 3,378 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $23.8K | 2,327 | 0.00% | 10q | -59.0%-$34.2K |
| FMR LLC | $22.0K | 2,153 | 0.00% | 18q | +53.0%+$7.6K |
| BNP PARIBAS FINANCIAL MARKETS | $21.9K | 2,146 | 0.00% | 29q | -53.2%-$24.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | $21.4K | 2,100 | 0.00% | 9q | HELD |
| Smartleaf Asset Management LLC | $20.6K | 2,000 | 0.00% | 11q | HELD |
| Ameritas Investment Partners, Inc. | $18.7K | 1,835 | 0.00% | 9q | HELD |
| Investors Research Corp | $18.4K | 1,800 | 0.00% | 30q | HELD |
| Legal & General Group Plc | $16.0K | 1,566 | 0.00% | 9q | HELD |
| Tieton Capital Management, LLC | $10.3K | 1,008,564 | 2.96% | 30q | -2.3% |
| PNC Financial Services Group, Inc. | $8.9K | 876 | 0.00% | 3q | -36.8%-$5.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $8.7K | 856 | 0.00% | new | NEW |
| IFP Advisors, Inc | $6.5K | 634 | 0.00% | 5q | HELD |
| SBI Securities Co., Ltd. | $6.2K | 605 | 0.00% | 7q | +15025.0%+$6.1K |
| FINANCIAL CONSULATE, INC | $5.1K | 500 | 0.00% | 4q | HELD |
| GROUP ONE TRADING LLC | $4.1K | options only | 0.00% | 23q | OPTIONS |
| Sterling Capital Management LLC | $3.5K | 340 | 0.00% | 8q | -36.8%-$2.0K |
| FIFTH THIRD BANCORP | $2.0K | 200 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $1.8K | 174 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $1.3K | 128 | 0.00% | new | NEW |
| GAMMA Investing LLC | $1.2K | 114 | 0.00% | 2q | -21.4% |
| Janney Montgomery Scott LLC | $826 | 80,943 | 0.00% | new | NEW |
| LSV ASSET MANAGEMENT | $682 | 66,800 | 0.00% | 15q | +20.1% |
| JONES FINANCIAL COMPANIES LLLP | $474 | 46 | 0.00% | new | NEW |
| NISA INVESTMENT ADVISORS, LLC | $296 | 29 | 0.00% | 5q | HELD |
| Integrated Wealth Concepts LLC | $263 | 26 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $256 | 25 | 0.00% | 2q | +2400.0% |
| GSA CAPITAL PARTNERS LLP | $251 | 24,608 | 0.02% | 6q | -35.6% |
| EverSource Wealth Advisors, LLC | $225 | 22 | 0.00% | 6q | +633.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $143 | 13,908 | 0.00% | 2q | +6.0% |
| ROTHSCHILD INVESTMENT LLC | $143 | 14 | 0.00% | 3q | +133.3% |
| Essential Partners LLC | $82 | 8 | 0.00% | 5q | HELD |
| Key Financial Inc | $61 | 6 | 0.00% | 15q | HELD |
| Caitong International Asset Management Co., Ltd | $41 | 4 | 0.00% | new | NEW |
| True Wealth Design, LLC | $31 | 3 | 0.00% | new | NEW |
| Optiver Holding B.V. | $20 | 2 | 0.00% | 4q | -98.9%-$1.8K |
| SJS Investment Consulting Inc. | $11 | 1 | 0.00% | new | NEW |
| HARBOR CAPITAL ADVISORS, INC. | $7 | 709 | 0.00% | 8q | HELD |
Showing the largest 100 of 101 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 95 | $74.2M | 7,271,843 | 14 | 30 | 25 | 0.0% |
| Q1 2026 | 90 | $58.8M | 6,824,664 | 9 | 29 | 25 | 0.4% |
| Q4 2025 | 91 | $70.3M | 6,678,575 | 13 | 23 | 26 | 2.2% |
| Q3 2025 | 87 | $65.5M | 6,277,347 | 8 | 33 | 20 | 3.2% |
| Q2 2025 | 84 | $61.6M | 6,274,689 | 10 | 24 | 29 | 2.9% |
| Q1 2025 | 78 | $54.2M | 6,039,345 | 10 | 17 | 24 | 2.9% |
| Q4 2024 | 77 | $60.3M | 6,113,068 | 7 | 25 | 15 | 4.8% |
| Q3 2024 | 76 | $50.4M | 5,962,676 | 9 | 26 | 18 | 3.7% |
| Q2 2024 | 77 | $45.9M | 5,709,804 | 16 | 25 | 17 | 4.5% |
| Q1 2024 | 78 | $46.4M | 5,528,060 | 14 | 22 | 16 | 5.8% |
| Q4 2023 | 72 | $44.0M | 4,114,102 | 9 | 21 | 16 | 8.0% |
| Q3 2023 | 69 | $33.2M | 3,760,556 | 18 | 16 | 13 | 20.5% |
| Q2 2023 | 57 | $28.9M | 3,353,499 | 11 | 14 | 17 | 8.3% |
| Q1 2023 | 52 | $27.0M | 3,336,697 | 7 | 10 | 9 | 5.1% |
| Q4 2022 | 48 | $22.7M | 3,112,183 | 4 | 8 | 16 | 2.3% |
| Q3 2022 | 53 | $35.8M | 4,840,894 | 3 | 11 | 16 | 5.1% |
| Q2 2022 | 57 | $35.9M | 5,304,610 | 6 | 17 | 15 | 5.3% |
| Q1 2022 | 62 | $54.0M | 5,733,504 | 17 | 16 | 13 | 9.7% |
| Q4 2021 | 50 | $39.6M | 6,228,701 | 5 | 17 | 11 | 8.7% |
| Q3 2021 | 49 | $44.8M | 5,630,692 | 5 | 12 | 11 | 1.4% |
| Q2 2021 | 46 | $50.3M | 5,537,129 | 9 | 7 | 9 | 2.4% |
| Q1 2021 | 45 | $39.9M | 5,281,635 | 7 | 10 | 12 | 6.6% |
| Q4 2020 | 40 | $27.4M | 5,379,499 | 3 | 8 | 14 | 3.8% |
| Q3 2020 | 43 | $15.1M | 6,015,414 | 2 | 6 | 17 | 0.2% |
| Q2 2020 | 50 | $15.9M | 5,929,395 | 12 | 8 | 21 | 1.3% |
| Q1 2020 | 51 | $14.7M | 7,839,513 | 4 | 14 | 17 | 0.7% |
| Q4 2019 | 57 | $63.9M | 8,479,790 | 2 | 21 | 14 | 3.5% |
| Q3 2019 | 61 | $43.8M | 6,385,124 | 7 | 18 | 13 | 6.8% |
| Q2 2019 | 62 | $44.9M | 5,771,337 | 20 | 13 | 14 | 13.4% |
| Q1 2019 | 47 | $28.6M | 3,671,534 | 13 | 9 | 9 | 11.6% |
| Q4 2018 | 45 | $20.3M | 3,823,779 | 3 | 1 | 1 | 11.4% |