Medallion FinancialMFIN

13F holders, Q2 2025 (June 30)
90holders +6
11new positions
5sold out
2famous investors
$9.53avg. 13F price*

At the end of Q2 2025, 90 institutions reported holding Medallion Financial Corp. (MFIN) in their 13F filings, up 6 from Q1 2025. 11 opened new positions and 5 sold out. The largest holders were BlackRock, Inc. ($11.5M), Vanguard Group Inc. ($10.3M) and Tieton Capital Management, LLC ($9.1M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$2.5M
Exits5$381K

All 13F filers, Q1 2025 → Q2 2025: 641,164 shares bought and 385,435 shares sold, net +255,729 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

BlackRock, Inc. 0.00% Reduce -5.0% 1,211,528 $11.5M
Vanguard Group Inc. 0.00% Reduce -0.8% 1,080,897 $10.3M
Tieton Capital Management, LLC 3.57% Reduce -0.9% 957,963 $9.1M
Geode Capital Management, LLC 0.00% Reduce -4.5% 408,697 $3.9M
State Street Corp. 0.00% Add +9.5% 238,815 $2.3M
Stifel Financial Corp. 0.00% Reduce -7.6% 223,843 $2.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -17.9% 221,879 $2.1M
Uniplan Investment Counsel, Inc. 0.22% Add +299.4% 221,286 $2.1M
American Century Companies Inc. 0.00% Reduce -0.1% 216,175 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Add +10.3% 165,345 $1.6M
GAMCO Investors 0.02% No change 162,000 $1.5M
Bridgeway Capital Management, LLC 0.03% Add +1.9% 141,637 $1.3M
Northern Trust Corp. 0.00% Reduce -10.5% 129,041 $1.2M
Bank of New York Mellon Corp 0.00% Reduce -0.5% 126,038 $1.2M
De Lisle Partners LLP 0.17% Add +19.5% 123,757 $1.2M
Segall Bryant & Hamill, LLC 0.02% New 121,252 $1.2M
Arrowstreet Capital, Limited Partnership 0.00% Add +14.0% 118,321 $1.1M
Two Sigma Advisers, LP 0.00% Reduce -15.3% 103,500 $986K
Gabelli Funds LLC 0.01% Reduce -2.5% 78,000 $743K
Ritholtz Wealth Management 0.02% Add +21.6% 75,866 $723K
Janney Montgomery Scott LLC 0.00% Add +4.6% 69,116 $659K
Morgan Stanley 0.00% Add +37.3% 67,036 $639K
Teton Advisors, Inc. 0.37% Reduce -8.2% 61,500 $586K
Two Sigma Investments, LP 0.00% Reduce -30.1% 60,543 $577K
Marshall Wace, LLP 0.00% Reduce -28.5% 59,691 $569K
LSV Asset Management 0.00% No change 59,100 $563K
Charles Schwab Investment Management Inc. 0.00% Reduce -6.8% 47,297 $451K
Soltis Investment Advisors LLC 0.04% No change 47,294 $451K
Corsair Capital Management, L.P. 0.09% Add +14.3% 47,096 $449K
Squarepoint Ops LLC 0.00% Add +92.3% 41,201 $393K
Gsa Capital Partners LLP 0.03% Add +65.8% 40,742 $388K
Barclays PLC 0.00% Add +58.2% 36,631 $349K
Millennium Management 0.00% Reduce -16.1% 34,963 $333K
Invesco Ltd. 0.00% Reduce -18.3% 32,675 $311K
WINTON GROUP Ltd 0.02% Reduce -3.8% 30,931 $295K
Empowered Funds, LLC 0.00% Add +9.7% 30,534 $291K
Raymond James Financial Inc. 0.00% Add +87.9% 30,110 $287K
Rhumbline Advisers 0.00% Add +6.7% 29,712 $283K
Hillsdale Investment Management Inc. 0.01% New 28,500 $272K
Susquehanna International Group, LLP 0.00% Reduce -47.7% 26,604 $254K
Bank of America Corp. 0.00% Add +15.0% 25,206 $240K
Jane Street Group, LLC 0.00% New 25,194 $240K
HSBC Holdings PLC 0.00% Add +18.6% 21,483 $207K
Panagora Asset Management Inc. 0.00% New 21,445 $204K
UBS Group AG 0.00% Add +15.5% 21,420 $204K
Deutsche Bank AG 0.00% Add +216.8% 21,036 $200K
Royal Bank of Canada 0.00% Add +9.1% 19,806 $188K
Nuveen, LLC 0.00% No change 18,781 $179K
Martingale Asset Management L P 0.00% New 16,568 $158K
Goldman Sachs Group Inc. 0.00% Reduce -57.8% 16,475 $157K
Allworth Financial LP 0.00% New 16,000 $152K
PDT Partners, LLC 0.01% No change 15,570 $148K
HRT Financial LP 0.00% New 13,454 $128K
Dimensional Fund Advisors LP 0.00% No change 11,451 $109K
MetLife Investment Management, LLC 0.00% Reduce -1.0% 11,196 $107K
Wells Fargo & Company 0.00% Reduce -5.6% 11,137 $106K
Baron Wealth Management LLC 0.04% New 10,828 $103K
LPL Financial LLC 0.00% Reduce -3.1% 10,578 $101K
D'Orazio & Associates, Inc. 0.01% Reduce -3.6% 10,560 $101K
Intech Investment Management LLC 0.00% Reduce -15.4% 10,016 $95K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -20.6% 8,893 $85K
Osaic Holdings, Inc. 0.00% New 8,000 $76K
JPMorgan Chase & Co. 0.00% Reduce -15.8% 7,686 $73K
Tower Research Capital LLC (TRC) 0.00% Add +533.1% 6,280 $60K
Citigroup Inc. 0.00% Reduce -55.5% 5,896 $56K
Ridgewood Investments LLC 0.02% No change 5,000 $48K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,936 $28K
BNP Paribas Financial Markets 0.00% Reduce -51.1% 2,558 $24K
New York State Common Retirement Fund 0.00% No change 2,100 $20K
Smartleaf Asset Management LLC 0.00% No change 2,000 $19K
Ameritas Investment Partners, Inc. 0.00% No change 1,835 $17K
Investors Research Corp 0.00% No change 1,800 $17K
Legal & General Group Plc 0.00% No change 1,566 $15K
California State Teachers Retirement System 0.00% No change 1,357 $13K
Harbor Capital Advisors, Inc. 0.00% Add +1.5% 593 $6K
Amalgamated Bank 0.00% No change 648 $6K
Russell Investments Group, Ltd. 0.00% Add +296.1% 606 $6K
Sterling Capital Management LLC 0.00% Add +63.6% 522 $5K
FMR LLC 0.00% Reduce -7.2% 519 $5K
Comerica Bank 0.00% Reduce -11.5% 200 $2K
Cwm, LLC 0.00% Add +43.2% 126 $1K
Rise Advisors, LLC 0.00% No change 63 $600
EverSource Wealth Advisors, LLC 0.00% Add +6100.0% 62 $591
IFP Advisors, Inc 0.00% New 8 $305
Nisa Investment Advisors, LLC 0.00% New 29 $276
SBI Securities Co., Ltd. 0.00% Add +50.0% 9 $86
Key Financial Inc 0.00% No change 6 $57
NewEdge Advisors, LLC 0.00% No change 4 $41
Essential Partners LLC 0.00% — 3 $29
Covestor Ltd 0.00% No change 2 $0

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