MEDALLION FINANCIAL CORP - MFIN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 1,219,363 12,449 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Tieton Capital Management, LLC History No change 1,008,564 10,297 2.96% 2.96% 2 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 722,282 7,374 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 448,220 4,576 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 12, 2026
Uniplan Investment Counsel, Inc. History No change 397,330 4,056 0.38% 0.38% 5 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 250,080 2,553 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 243,195 2,483 0.0% 0.0% 7 0 0.0% Q2 2026 Sep 22, 2026
GOLDMAN SACHS GROUP INC History No change 217,202 2,217 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 214,575 2,190 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 201,485 2,057 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
De Lisle Partners LLP History No change 198,711 2,027 0.22% 0.22% 11 0 0.0% Q2 2026 Aug 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 188,901 1,928 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 179,864 1,836 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
GAMCO INVESTORS, INC. ET AL History No change 158,000 1,613 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 154,235 1,574 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 136,920 1,397 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 109,652 1,303 0.0% 0.0% 17 0 0.0% Q3 2026 Nov 05, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 118,321 1,208 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 114,133 1,165 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 105,917 1,081 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 87,439 1,039 0.01% 0.01% 21 -5,093 -5.5% Q3 2026 Nov 05, 2026
Janney Montgomery Scott LLC History No change 80,943 826 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 05, 2026
Squarepoint Ops LLC History No change 78,555 802 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 78,000 796 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 12, 2026
Daytona Street Capital LLC History Reduced 65,667 782 0.56% 0.48% 25 -100 -0.15% Q3 2026 Oct 15, 2026
MACKENZIE FINANCIAL CORP History Added to 61,794 734 0.0% 0.0% 26 +4,220 7.33% Q3 2026 Nov 02, 2026
PANAGORA ASSET MANAGEMENT INC History No change 67,327 687 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 06, 2026
LSV ASSET MANAGEMENT History No change 66,800 682 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 06, 2026
MORGAN STANLEY History No change 64,831 661 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 60,735 620 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 60,189 614 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Soltis Investment Advisors LLC History Added to 49,680 590 0.03% 0.03% 32 +3,913 8.55% Q3 2026 Oct 28, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 54,849 560 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 14, 2026
Teton Advisors, LLC History No change 54,500 556 0.32% 0.32% 34 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 48,138 491 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 44,504 454 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA INVESTMENTS, LP History No change 39,889 407 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History New 32,774 390 0.0% — 38 +32,774 New Q3 2026 Nov 02, 2026
Trexquant Investment LP History No change 36,782 375 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 29,625 302 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 27,659 282 0.0% 0.0% 41 0 0.0% Q2 2026 Sep 02, 2026
HSBC HOLDINGS PLC History No change 26,792 273 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 24,608 251 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 06, 2026
RHUMBLINE ADVISERS History No change 21,097 215 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 11, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 20,933 213 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 18,921 193 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 18,593 189 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 18,146 185 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 17,522 178 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 17,034 175 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 15,997 163 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 16,055 163 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 14,879 151 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 14,785 150 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 13,908 143 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
D'Orazio & Associates, Inc. History Added to 10,999 130 0.01% 0.01% 56 +346 3.25% Q3 2026 Nov 04, 2026
STEPHENS INC /AR/ History No change 12,200 124 0.0% 0.0% 57 0 0.0% Q2 2026 Jul 29, 2026
Russell Investments Group, Ltd. History No change 12,206 124 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 06, 2026
Vise Technologies, Inc. History Reduced 10,384 123 0.0% 0.0% 59 -346 -3.22% Q3 2026 Oct 28, 2026
MetLife Investment Management, LLC History No change 10,118 103 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 8,000 81 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 7,776 79 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 7,202 73 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 6,763 69 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 5,495 56 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 4,652 47 0.0% 0.0% 66 0 0.0% Q2 2026 Jul 23, 2026
ROYAL BANK OF CANADA History No change 3,378 35 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 2,041 24 0.0% 0.0% 68 +1,927 1690.35% Q3 2026 Oct 08, 2026
Tower Research Capital LLC (TRC) History No change 2,327 23 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 2,153 21 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 2,100 21 0.0% 0.0% 71 0 0.0% Q2 2026 Jul 29, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 2,146 21 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
Investors Research Corp History No change 1,800 21 0.0% 0.0% 73 0 0.0% Q3 2026 Oct 07, 2026
Smartleaf Asset Management LLC History No change 2,000 20 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 1,835 18 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 1,566 15 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 869 10 0.0% 0.0% 77 -6,896 -88.81% Q3 2026 Nov 04, 2026
IFP Advisors, Inc History Added to 857 10 0.0% 0.0% 78 +223 35.17% Q3 2026 Oct 16, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 681 8 0.0% 0.0% 80 -28 -3.95% Q3 2026 Oct 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 876 8 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL CONSULATE, INC History No change 500 5 0.0% 0.0% 81 0 0.0% Q3 2026 Oct 23, 2026
Sterling Capital Management LLC History Reduced 316 3 0.0% 0.0% 82 -24 -7.06% Q3 2026 Oct 22, 2026
MATHER GROUP, LLC. History New 171 2 0.0% — 85 +171 New Q3 2026 Oct 14, 2026
FIFTH THIRD BANCORP History No change 200 2 0.0% 0.0% 83 0 0.0% Q3 2026 Nov 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 228 2 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 24, 2026
Covestor Ltd History Added to 117 1 0.0% — 88 +115 5750.0% Q3 2026 Oct 30, 2026
Farther Finance Advisors, LLC History Added to 95 1 0.0% — 89 +70 280.0% Q3 2026 Oct 08, 2026
Transamerica Financial Advisors, LLC History No change 128 1 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 174 1 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History Reduced 46 0 — 0.0% — -559 -92.4% Q3 2026 Oct 21, 2026
SJS Investment Consulting Inc. History Added to 57 0 — — — +56 5600.0% Q3 2026 Oct 26, 2026
EverSource Wealth Advisors, LLC History Added to 46 0 — — — +24 109.09% Q3 2026 Nov 04, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 52 0 — — — +23 79.31% Q3 2026 Oct 20, 2026
Root Financial Partners, LLC History New 18 0 — — — +18 New Q3 2026 Oct 21, 2026
True Wealth Design, LLC History Added to 11 0 — — — +8 266.67% Q3 2026 Oct 13, 2026
Provenance Wealth Advisors, LLC History New 1 0 — — — +1 New Q3 2026 Oct 30, 2026
ROTHSCHILD INVESTMENT LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 46 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 6 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
Optiver Holding B.V. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Caitong International Asset Management Co., Ltd History No change 4 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Essential Partners LLC History No change 8 0 — — — 0 0.0% Q3 2026 Oct 14, 2026