Medallion FinancialMFIN

13F holders, Q2 2024 (June 30)
81holders −3
18new positions
21sold out
3famous investors
$7.68avg. 13F price*

At the end of Q2 2024, 81 institutions reported holding Medallion Financial Corp. (MFIN) in their 13F filings, down 3 from Q1 2024. 18 opened new positions and 21 sold out. The largest holders were Vanguard Group Inc. ($8.2M), BlackRock Inc. ($8.2M) and Tieton Capital Management, LLC ($6.2M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Medallion Financial Corp.
CUSIP
583928106
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 84Q1 2024Q2 2024: 81Q2 2024Q3 2024: 82Q3 2024Q4 2024: 81Q4 2024Q1 2025: 84Q1 2025Q2 2025: 90Q2 2025Q3 2025: 91Q3 2025Q4 2025: 98Q4 2025Q1 2026: 95Q1 2026Q2 2026: 98Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions18$2.3M
Exits21$8.5M

All 13F filers, Q1 2024 → Q2 2024: 2,027,216 shares bought and 1,848,389 shares sold, net +178,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Vanguard Group Inc. 0.00% Add +9.5% 1,067,239 $8.2M
BlackRock Inc. 0.00% Add +544.7% 1,063,401 $8.2M
Tieton Capital Management, LLC 3.44% Reduce -1.0% 805,281 $6.2M
Geode Capital Management, LLC 0.00% Add +131.2% 407,107 $3.1M
Stifel Financial Corp. 0.00% Reduce -2.6% 261,975 $2.0M
State Street Corp. 0.00% Add +213.2% 203,225 $1.6M
American Century Companies Inc. 0.00% Add +30.6% 187,408 $1.4M
GAMCO Investors 0.01% No change 162,000 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +26.3% 161,536 $1.2M
Bank of New York Mellon Corp 0.00% Add +60.1% 140,794 $1.1M
Marshall Wace, LLP 0.00% Reduce -10.1% 138,111 $1.1M
Two Sigma Advisers, LP 0.00% Add +50.4% 135,200 $1.0M
Bridgeway Capital Management, LLC 0.02% Add +13.9% 126,359 $970K
Two Sigma Investments, LP 0.00% Add +14.1% 125,894 $967K
O'shaughnessy Asset Management, LLC 0.01% Add +1.4% 99,606 $765K
Invesco Ltd. 0.00% Add +146.5% 90,864 $698K
Teton Advisors, Inc. 0.29% Reduce -5.4% 88,000 $676K
De Lisle Partners LLP 0.14% Add +2.5% 81,845 $631K
LSV Asset Management 0.00% No change 81,400 $625K
Gabelli Funds LLC 0.00% No change 80,000 $614K
Janney Montgomery Scott LLC 0.00% Add +2.9% 64,915 $499K
Panagora Asset Management Inc. 0.00% New 60,157 $462K
Corsair Capital Management, L.P. 0.08% Reduce -0.7% 59,653 $458K
Corton Capital Inc. 0.24% Add +33.5% 59,163 $454K
Trexquant Investment LP 0.01% Add +27.8% 55,410 $426K
Ancora Advisors LLC 0.01% New 55,030 $423K
Soltis Investment Advisors LLC 0.04% Add +11.1% 54,292 $417K
Charles Schwab Investment Management Inc. 0.00% New 50,765 $390K
Squarepoint Ops LLC 0.00% Reduce -48.3% 46,456 $357K
Citadel Advisors 0.00% Add +53.3% 45,973 $353K
Ritholtz Wealth Management 0.01% Add +13.2% 41,664 $320K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -69.8% 40,526 $311K
Northern Trust Corp. 0.00% Add +17.6% 40,025 $307K
Man Group plc 0.00% Reduce -57.8% 34,720 $267K
Morgan Stanley 0.00% Reduce -21.2% 31,748 $244K
Millennium Management 0.00% Reduce -89.8% 28,326 $218K
Bank of America Corp. 0.00% Reduce -12.0% 27,555 $212K
Nuveen Asset Management, LLC 0.00% New 24,450 $188K
Rhumbline Advisers 0.00% Add +2306.5% 24,185 $186K
Sheaff Brock Investment Advisors, LLC 0.02% No change 24,000 $184K
Fortis Capital Advisors, LLC 0.06% Add +0.0% 21,361 $164K
Belpointe Asset Management LLC 0.01% Add +0.0% 21,361 $164K
Goldman Sachs Group Inc. 0.00% Reduce -85.8% 19,056 $146K
Royal Bank of Canada 0.00% Add +6.8% 18,472 $142K
Alpine Global Management, LLC 0.03% New 18,373 $141K
UBS Group AG 0.00% Add +194.1% 17,382 $133K
Raymond James & Associates 0.00% No change 15,725 $121K
Empowered Funds, LLC 0.00% New 15,456 $119K
Cutter & CO Brokerage, Inc. 0.03% No change 14,800 $114K
Jump Financial, LLC 0.00% Reduce -53.9% 14,600 $112K
Simplex Trading, LLC 0.00% New 14,627 $112K
New York State Common Retirement Fund 0.00% New 14,200 $109K
LPL Financial LLC 0.00% Reduce -3.7% 13,175 $101K
Hillsdale Investment Management Inc. 0.01% Reduce -19.1% 12,700 $98K
Occudo Quantitative Strategies LP 0.02% New 12,320 $95K
Dimensional Fund Advisors LP 0.00% No change 11,451 $88K
AJOVista, LLC 0.24% New 10,849 $83K
Corebridge Financial, Inc. 0.00% — 10,075 $77K
Wells Fargo & Company 0.00% Add +983.3% 8,926 $69K
JPMorgan Chase & Co. 0.00% Reduce -82.8% 8,064 $62K
Barclays PLC 0.00% Reduce -72.6% 6,555 $50K
Ridgewood Investments LLC 0.02% New 5,000 $38K
MetLife Investment Management, LLC 0.00% New 4,808 $37K
Citigroup Inc. 0.00% Reduce -95.8% 4,204 $32K
BNP Paribas Financial Markets 0.00% Add +2651.3% 3,164 $24K
Innealta Capital, LLC 0.01% New 2,726 $21K
Smartleaf Asset Management LLC 0.00% No change 2,000 $14K
Ameritas Investment Partners, Inc. 0.00% New 1,835 $14K
Investors Research Corp 0.00% No change 1,800 $14K
Legal & General Group Plc 0.00% New 1,566 $12K
Tower Research Capital LLC (TRC) 0.00% Add +186.8% 1,477 $11K
California State Teachers Retirement System 0.00% New 1,357 $10K
Bokf, NA 0.00% No change 1,336 $10K
Avior Wealth Management, LLC 0.00% No change 940 $7K
Amalgamated Bank 0.00% New 648 $5K
FMR LLC 0.00% No change 240 $2K
Comerica Bank 0.00% No change 226 $2K
GAMMA Investing LLC 0.00% New 25 $192
Key Financial Inc 0.00% No change 6 $46
NewEdge Advisors, LLC 0.00% No change 4 $32
Covestor Ltd 0.00% No change 1 $0

"% of holder's portfolio" is MFIN's weight in each manager's 13F, not the share of Medallion Financial Corp. the manager owns.