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 | Added to | 1,219,363 | 12,449 | 0.0% | 0.0% | 1 | +111,398 | 10.05% | Q2 2026 | Aug 07, 2026 |
| Tieton Capital Management, LLC | History | Reduced | 1,008,564 | 10,297 | 2.96% | 2.96% | 2 | -23,740 | -2.3% | Q2 2026 | Aug 10, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 722,282 | 7,374 | 0.0% | 0.0% | 3 | -126,358 | -14.89% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 448,220 | 4,576 | 0.0% | 0.0% | 4 | +35,036 | 8.48% | Q2 2026 | Aug 12, 2026 |
| Uniplan Investment Counsel, Inc. | History | Added to | 397,330 | 4,056 | 0.38% | 0.34% | 5 | +11,749 | 3.05% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 250,080 | 2,553 | 0.0% | 0.0% | 6 | -240,892 | -49.06% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 243,195 | 2,483 | 0.0% | 0.0% | 7 | -5,316 | -2.14% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 217,202 | 2,217 | 0.0% | 0.0% | 8 | +30,056 | 16.06% | 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 | Reduced | 201,485 | 2,057 | 0.0% | 0.0% | 10 | -11,338 | -5.33% | Q2 2026 | Aug 12, 2026 |
| De Lisle Partners LLP | History | No change | 198,711 | 2,027 | 0.22% | 0.2% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 188,901 | 1,928 | 0.03% | 0.03% | 12 | +21,108 | 12.58% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 179,864 | 1,836 | 0.01% | 0.01% | 13 | +16,980 | 10.42% | 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 | Reduced | 154,235 | 1,574 | 0.0% | 0.0% | 15 | -1,505 | -0.97% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 136,920 | 1,397 | 0.0% | 0.0% | 16 | +13,810 | 11.22% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 118,321 | 1,208 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 114,133 | 1,165 | 0.0% | 0.0% | 18 | +20,104 | 21.38% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 109,652 | 1,119 | 0.0% | 0.0% | 19 | +2,224 | 2.07% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 105,917 | 1,081 | 0.0% | 0.0% | 20 | +1,375 | 1.32% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 92,532 | 944 | 0.01% | 0.01% | 21 | -4,229 | -4.37% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | New | 80,943 | 826 | 0.0% | — | 22 | +80,943 | New | Q2 2026 | Aug 05, 2026 |
| Squarepoint Ops LLC | History | Added to | 78,555 | 802 | 0.0% | 0.0% | 23 | +9,968 | 14.53% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 78,000 | 796 | 0.01% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 67,327 | 687 | 0.0% | 0.0% | 25 | +22,412 | 49.9% | Q2 2026 | Aug 06, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 66,800 | 682 | 0.0% | 0.0% | 26 | +11,200 | 20.14% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 64,831 | 661 | 0.0% | 0.0% | 27 | +847 | 1.32% | Q2 2026 | Aug 13, 2026 |
| Daytona Street Capital LLC | History | Reduced | 65,767 | 657 | 0.48% | 0.54% | 28 | -6,151 | -8.55% | Q2 2026 | Aug 03, 2026 |
| Empowered Funds, LLC | History | Added to | 60,735 | 620 | 0.0% | 0.0% | 29 | +4,045 | 7.14% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 60,189 | 614 | 0.0% | 0.0% | 30 | +740 | 1.24% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 57,574 | 587 | 0.0% | — | 31 | +57,574 | New | Q2 2026 | Aug 13, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Reduced | 54,849 | 560 | 0.07% | 0.07% | 32 | -3,000 | -5.19% | Q2 2026 | Aug 14, 2026 |
| Teton Advisors, LLC | History | No change | 54,500 | 556 | 0.32% | 0.33% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 48,138 | 491 | 0.0% | 0.0% | 34 | +4,825 | 11.14% | Q2 2026 | Aug 14, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 45,767 | 467 | 0.03% | 0.03% | 35 | -6,000 | -11.59% | Q2 2026 | Jul 31, 2026 |
| Nuveen, LLC | History | Added to | 44,504 | 454 | 0.0% | 0.0% | 36 | +25,723 | 136.96% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 39,889 | 407 | 0.0% | 0.0% | 37 | -58,863 | -59.61% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 36,782 | 375 | 0.0% | — | 38 | +36,782 | New | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 29,625 | 302 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 27,659 | 282 | 0.0% | 0.0% | 40 | +259 | 0.95% | Q2 2026 | Sep 02, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 26,792 | 273 | 0.0% | 0.0% | 41 | +2,749 | 11.43% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 24,608 | 251 | 0.02% | 0.02% | 42 | -13,608 | -35.61% | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 21,097 | 215 | 0.0% | 0.0% | 43 | -827 | -3.77% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 20,933 | 213 | 0.01% | 0.01% | 44 | -14,117 | -40.28% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 18,921 | 193 | 0.0% | 0.0% | 45 | +638 | 3.49% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 18,593 | 189 | 0.0% | 0.0% | 46 | -3,289 | -15.03% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 18,146 | 185 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 17,522 | 178 | 0.0% | — | 48 | +17,522 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,034 | 175 | 0.0% | 0.0% | 49 | -6,490 | -27.59% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Reduced | 15,997 | 163 | 0.0% | 0.0% | 50 | -5,276 | -24.8% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 16,055 | 163 | 0.0% | 0.0% | 51 | +40 | 0.25% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,879 | 151 | 0.0% | 0.0% | 52 | +8,032 | 117.31% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 14,785 | 150 | 0.0% | 0.0% | 53 | -592 | -3.85% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 13,908 | 143 | 0.0% | 0.0% | 54 | +788 | 6.01% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 12,206 | 124 | 0.0% | 0.0% | 56 | +9,555 | 360.43% | Q2 2026 | Aug 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 12,200 | 124 | 0.0% | 0.0% | 55 | +1,000 | 8.93% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 10,730 | 109 | 0.0% | 0.0% | 57 | +467 | 4.55% | Q2 2026 | Aug 10, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 10,653 | 108 | 0.01% | 0.01% | 58 | -618 | -5.48% | Q2 2026 | Jul 28, 2026 |
| MetLife Investment Management, LLC | History | New | 10,118 | 103 | 0.0% | — | 59 | +10,118 | New | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,000 | 81 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 7,765 | 79 | 0.0% | 0.0% | 61 | +6,227 | 404.88% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,776 | 79 | 0.0% | 0.0% | 62 | +25 | 0.32% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 7,202 | 73 | 0.0% | 0.0% | 63 | -1,600 | -18.18% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 6,763 | 69 | 0.0% | 0.0% | 64 | -58 | -0.85% | 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 | Added to | 3,378 | 35 | 0.0% | — | 67 | +3,333 | 7406.67% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,327 | 23 | 0.0% | 0.0% | 68 | -3,346 | -58.98% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,146 | 21 | 0.0% | 0.0% | 71 | -2,435 | -53.15% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 2,153 | 21 | 0.0% | 0.0% | 69 | +746 | 53.02% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,100 | 21 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,000 | 20 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,835 | 18 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | No change | 1,800 | 18 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Legal & General Group Plc | History | No change | 1,566 | 15 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 876 | 8 | 0.0% | 0.0% | 76 | -511 | -36.84% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 709 | 7 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 605 | 6 | 0.0% | — | 79 | +601 | 15025.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Added to | 634 | 6 | 0.0% | 0.0% | 78 | +3 | 0.48% | Q2 2026 | Jul 20, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 500 | 5 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 340 | 3 | 0.0% | 0.0% | 81 | -198 | -36.8% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 228 | 2 | 0.0% | 0.0% | 83 | -652 | -74.09% | Q2 2026 | Aug 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 200 | 2 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 291 | 2 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | New | 174 | 1 | 0.0% | — | 87 | +174 | New | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 128 | 1 | 0.0% | — | 86 | +128 | New | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 114 | 1 | 0.0% | 0.0% | 85 | -31 | -21.38% | Q2 2026 | Jul 07, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -49,184 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,139 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,910 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,105 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 2 | 0 | — | 0.0% | — | -184 | -98.92% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Reduced | 2 | 0 | — | 0.0% | — | -67 | -97.1% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 46 | 0 | — | — | — | +46 | New | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 25 | 0 | — | — | — | +24 | 2400.0% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 22 | 0 | — | — | — | +19 | 633.33% | Q2 2026 | Jul 24, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 14 | 0 | — | — | — | +8 | 133.33% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 16, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |