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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 1,071,144 | 11,022 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 1,107,965 | 9,484 | 0.0% | 0.0% | 2 | -21,789 | -1.93% | Q1 2026 | May 13, 2026 |
| Tieton Capital Management, LLC | History | Added to | 1,032,304 | 8,837 | 2.96% | 3.45% | 3 | +52,063 | 5.31% | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 848,640 | 7,264 | 0.0% | — | 4 | +848,640 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 490,972 | 4,202 | 0.0% | 0.0% | 5 | +271,789 | 124.0% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 413,184 | 3,537 | 0.0% | 0.0% | 6 | +6,430 | 1.58% | Q1 2026 | May 15, 2026 |
| Uniplan Investment Counsel, Inc. | History | Added to | 385,581 | 3,300 | 0.34% | 0.37% | 7 | +29,597 | 8.31% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 248,511 | 2,127 | 0.0% | 0.0% | 8 | +5,002 | 2.05% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 214,575 | 1,836 | 0.0% | 0.0% | 9 | -1,600 | -0.74% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 212,823 | 1,821 | 0.0% | 0.01% | 10 | -8,951 | -4.04% | Q1 2026 | May 11, 2026 |
| De Lisle Partners LLP | History | Added to | 198,711 | 1,695 | 0.2% | 0.24% | 11 | +18,632 | 10.35% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 187,146 | 1,601 | 0.0% | 0.0% | 12 | +57,197 | 44.01% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 167,793 | 1,436 | 0.03% | 0.03% | 13 | +5,510 | 3.4% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 162,884 | 1,394 | 0.01% | 0.01% | 14 | -16,030 | -8.96% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 158,000 | 1,352 | 0.01% | 0.02% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 155,740 | 1,333 | 0.0% | 0.0% | 16 | -5,997 | -3.71% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 123,110 | 1,053 | 0.0% | 0.0% | 17 | +6,604 | 5.67% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 118,321 | 1,012 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 107,428 | 919 | 0.0% | 0.0% | 19 | -19,485 | -15.35% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 104,542 | 894 | 0.0% | — | 20 | +104,542 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 98,752 | 845 | 0.0% | 0.0% | 21 | +59,862 | 153.93% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 96,761 | 828 | 0.01% | 0.02% | 22 | +4,066 | 4.39% | Q1 2026 | Apr 20, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 94,029 | 804 | 0.0% | — | 23 | +94,029 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 74,200 | 763 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | Added to | 71,918 | 698 | 0.54% | 0.1% | 25 | +66,917 | 1338.07% | Q1 2026 | Apr 10, 2026 |
| GABELLI FUNDS LLC | History | No change | 78,000 | 667 | 0.0% | 0.01% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 68,587 | 587 | 0.0% | 0.0% | 27 | +16,089 | 30.65% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 63,984 | 547 | 0.0% | 0.0% | 28 | -1,472 | -2.25% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 59,449 | 508 | 0.0% | 0.0% | 29 | -12,389 | -17.25% | Q1 2026 | May 13, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 57,849 | 495 | 0.07% | 0.09% | 30 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 56,690 | 485 | 0.0% | — | 31 | +56,690 | New | Q1 2026 | May 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 55,600 | 476 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Teton Advisors, LLC | History | Reduced | 54,500 | 466 | 0.33% | 0.39% | 33 | -700 | -1.27% | Q1 2026 | May 14, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 51,767 | 443 | 0.03% | 0.04% | 34 | +5 | 0.01% | Q1 2026 | Apr 27, 2026 |
| MARSHALL WACE, LLP | History | Added to | 49,184 | 421 | 0.0% | 0.0% | 35 | +8,536 | 21.0% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 44,915 | 384 | 0.0% | 0.0% | 36 | +7,181 | 19.03% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 43,313 | 370 | 0.0% | 0.0% | 37 | -4,005 | -8.46% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 38,216 | 327 | 0.02% | 0.03% | 38 | +4,857 | 14.56% | Q1 2026 | May 08, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 35,050 | 300 | 0.01% | 0.01% | 39 | +1,100 | 3.24% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 29,625 | 253 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 27,400 | 234 | 0.0% | 0.0% | 41 | -38,100 | -58.17% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 24,043 | 208 | 0.0% | 0.0% | 42 | +2,052 | 9.33% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 23,524 | 199 | 0.0% | 0.0% | 43 | -15,702 | -40.03% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 22,139 | 189 | 0.0% | 0.0% | 44 | -18,982 | -46.16% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 21,882 | 187 | 0.0% | 0.0% | 45 | -10,494 | -32.41% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 21,924 | 187 | 0.0% | 0.0% | 46 | -190 | -0.86% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 21,273 | 182 | 0.0% | 0.0% | 47 | -1,374 | -6.07% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | No change | 18,781 | 160 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 18,283 | 156 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PDT Partners, LLC | History | No change | 18,146 | 155 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 16,015 | 137 | 0.0% | 0.0% | 51 | +13 | 0.08% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 15,377 | 131 | 0.0% | 0.0% | 52 | -22,295 | -59.18% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,910 | 119 | 0.0% | 0.0% | 53 | -25,619 | -64.81% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 13,120 | 113 | 0.0% | — | 54 | +13,120 | New | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 10,263 | 105 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 11,271 | 96 | 0.01% | 0.01% | 56 | +319 | 2.91% | Q1 2026 | May 07, 2026 |
| STEPHENS INC /AR/ | History | New | 11,200 | 95 | 0.0% | — | 57 | +11,200 | New | Q1 2026 | Apr 28, 2026 |
| Engineers Gate Manager LP | History | New | 11,105 | 95 | 0.0% | — | 58 | +11,105 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 8,802 | 75 | 0.0% | 0.0% | 59 | -7,329 | -45.43% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,000 | 68 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,751 | 66 | 0.0% | 0.0% | 61 | +170 | 2.24% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,847 | 58 | 0.0% | 0.0% | 62 | -12,088 | -63.84% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,821 | 58 | 0.0% | 0.0% | 63 | +5,553 | 437.93% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,673 | 48 | 0.0% | 0.0% | 64 | +4,647 | 452.92% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,495 | 47 | 0.0% | — | 65 | +5,495 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,581 | 39 | 0.0% | 0.0% | 66 | +326 | 7.66% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,652 | 39 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,651 | 22 | 0.0% | 0.0% | 68 | +296 | 12.57% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,100 | 17 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,000 | 16 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,835 | 15 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | No change | 1,800 | 15 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CITIGROUP INC | History | Added to | 1,538 | 13 | 0.0% | 0.0% | 74 | +1,169 | 316.8% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | No change | 1,566 | 13 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 1,407 | 12 | 0.0% | 0.0% | 75 | +582 | 70.55% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,387 | 11 | 0.0% | 0.0% | 76 | +1,095 | 375.0% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 880 | 7 | 0.0% | 0.0% | 77 | -117 | -11.74% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 709 | 6 | 0.0% | 0.0% | 78 | +159 | 28.91% | Q1 2026 | Apr 28, 2026 |
| Motiv8 Investments LLC | History | No change | 625 | 6 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 631 | 5 | 0.0% | 0.0% | 80 | -23 | -3.52% | Q1 2026 | Apr 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 538 | 4 | 0.0% | 0.0% | 81 | -399 | -42.58% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 500 | 4 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 291 | 2 | 0.0% | 0.0% | 84 | +81 | 38.57% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 200 | 2 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 200 | 1 | 0.0% | — | 87 | +200 | New | Q1 2026 | May 01, 2026 |
| Optiver Holding B.V. | History | Reduced | 186 | 1 | 0.0% | 0.0% | 85 | -160 | -46.24% | Q1 2026 | Jun 02, 2026 |
| GAMMA Investing LLC | History | New | 145 | 1 | 0.0% | — | 88 | +145 | New | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Added to | 69 | 1 | 0.0% | — | 86 | +67 | 3350.0% | Q1 2026 | May 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -120,046 | -100.0% | Q1 2026 | May 22, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76,161 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,700 | -100.0% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -29,706 | -100.0% | Q1 2026 | May 12, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -28,500 | -100.0% | Q1 2026 | May 04, 2026 |
| Baron Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,185 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -11,136 | -100.0% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,348 | -100.0% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,752 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,050 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,762 | -100.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 45 | 0 | — | 0.0% | — | -546 | -92.39% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -511 | -100.0% | Q1 2026 | May 08, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -368 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | Apr 27, 2026 |
| Essential Partners LLC | History | Reduced | 8 | 0 | — | — | — | -1 | -11.11% | Q1 2026 | May 21, 2026 |
| Sunbelt Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |