MEDALLION FINANCIAL CORP - MFIN
Detailed investor-level table based on 13F positions.
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 |