MEDALLION FINANCIAL CORP - MFIN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,129,754 | 11,625 | 0.0% | 0.0% | 1 | +8,419 | 0.75% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,071,144 | 11,022 | 0.0% | 0.0% | 2 | -11,370 | -1.05% | Q4 2025 | Jan 29, 2026 |
| Tieton Capital Management, LLC | History | Reduced | 980,241 | 10,087 | 3.45% | 3.45% | 3 | -3,960 | -0.4% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 406,754 | 4,185 | 0.0% | 0.0% | 4 | +6,458 | 1.61% | Q4 2025 | Feb 09, 2026 |
| Uniplan Investment Counsel, Inc. | History | Added to | 355,984 | 3,663 | 0.37% | 0.25% | 5 | +103,182 | 40.82% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 243,509 | 2,505 | 0.0% | 0.0% | 6 | +2,462 | 1.02% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 221,774 | 2,282 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | New | 219,183 | 2,255 | 0.0% | — | 8 | +219,183 | New | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 216,175 | 2,224 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| De Lisle Partners LLP | History | Added to | 180,079 | 1,850 | 0.24% | 0.16% | 10 | +51,822 | 40.4% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 178,914 | 1,841 | 0.01% | 0.01% | 11 | -6,786 | -3.65% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 162,283 | 1,669 | 0.03% | 0.03% | 12 | +5,374 | 3.42% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 161,737 | 1,664 | 0.0% | 0.0% | 13 | -13,800 | -7.86% | Q4 2025 | Feb 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 158,000 | 1,625 | 0.02% | 0.02% | 14 | -2,000 | -1.25% | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 129,949 | 1,337 | 0.0% | 0.0% | 15 | +59,130 | 83.49% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 126,913 | 1,305 | 0.0% | 0.0% | 16 | -1,264 | -0.99% | Q4 2025 | Feb 10, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 120,046 | 1,235 | 0.02% | 0.02% | 17 | -559 | -0.46% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 118,321 | 1,217 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 116,506 | 1,198 | 0.0% | 0.0% | 19 | -15,426 | -11.69% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 92,695 | 953 | 0.02% | 0.02% | 20 | +8,851 | 10.56% | Q4 2025 | Jan 23, 2026 |
| GABELLI FUNDS LLC | History | New | 78,000 | 802 | 0.01% | — | 21 | +78,000 | New | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 76,161 | 784 | 0.0% | 0.0% | 22 | +421 | 0.56% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 74,200 | 763 | 0.0% | 0.0% | 23 | -28,900 | -28.03% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | New | 71,838 | 739 | 0.0% | — | 24 | +71,838 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 65,456 | 673 | 0.0% | 0.0% | 25 | +6,199 | 10.46% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 65,500 | 673 | 0.0% | 0.0% | 26 | +1,200 | 1.87% | Q4 2025 | Feb 17, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Reduced | 57,849 | 595 | 0.09% | 0.1% | 27 | -10 | -0.02% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 55,600 | 572 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Teton Advisors, LLC | History | Reduced | 55,200 | 568 | 0.39% | 0.37% | 29 | -4,800 | -8.0% | Q4 2025 | Feb 05, 2026 |
| Squarepoint Ops LLC | History | Reduced | 52,498 | 540 | 0.0% | 0.0% | 30 | -5,132 | -8.91% | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 51,762 | 532 | 0.04% | 0.04% | 31 | +2 | 0.0% | Q4 2025 | Apr 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 48,700 | 501 | 0.0% | 0.0% | 32 | -43,500 | -47.18% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 47,318 | 486 | 0.0% | 0.0% | 33 | +21 | 0.04% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 41,121 | 423 | 0.0% | 0.0% | 34 | -2,407 | -5.53% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 40,648 | 418 | 0.0% | 0.0% | 35 | -33,995 | -45.54% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 39,529 | 406 | 0.0% | 0.0% | 36 | -20,713 | -34.38% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 39,226 | 403 | 0.0% | 0.0% | 37 | +32,525 | 485.38% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 38,890 | 400 | 0.0% | 0.0% | 38 | -47,744 | -55.11% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 37,734 | 388 | 0.0% | 0.0% | 39 | +13,154 | 53.52% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 37,672 | 387 | 0.0% | 0.0% | 40 | +1,834 | 5.12% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 33,950 | 349 | 0.01% | 0.0% | 41 | +17,202 | 102.71% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 33,359 | 343 | 0.03% | 0.04% | 42 | -11,428 | -25.52% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 32,376 | 333 | 0.0% | 0.0% | 43 | +6,058 | 23.02% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | Reduced | 29,706 | 305 | 0.01% | 0.01% | 44 | -880 | -2.88% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 29,625 | 304 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 28,500 | 293 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Reduced | 22,647 | 233 | 0.0% | 0.0% | 47 | -3,280 | -12.65% | Q4 2025 | Feb 19, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 22,114 | 227 | 0.0% | 0.0% | 48 | -2,974 | -11.85% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 21,991 | 225 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 18,935 | 194 | 0.0% | 0.0% | 50 | +5,765 | 43.77% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 18,781 | 193 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | New | 18,283 | 188 | 0.0% | — | 52 | +18,283 | New | Q4 2025 | Feb 11, 2026 |
| PDT Partners, LLC | History | No change | 18,146 | 186 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 16,131 | 165 | 0.0% | 0.0% | 54 | -2,805 | -14.81% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 16,002 | 164 | 0.0% | — | 55 | +16,002 | New | Q4 2025 | Feb 05, 2026 |
| Daytona Street Capital LLC | History | New | 5,001 | 125 | 0.1% | — | 56 | +5,001 | New | Q4 2025 | Jan 21, 2026 |
| Baron Wealth Management LLC | History | Added to | 11,185 | 115 | 0.04% | 0.04% | 57 | +199 | 1.81% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Reduced | 11,136 | 114 | 0.0% | 0.0% | 58 | -114 | -1.01% | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 10,952 | 112 | 0.01% | 0.01% | 59 | +84 | 0.77% | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | New | 10,263 | 105 | 0.0% | — | 60 | +10,263 | New | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 9,348 | 96 | 0.0% | 0.0% | 61 | -357 | -3.68% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,000 | 82 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,581 | 78 | 0.0% | 0.0% | 63 | -47 | -0.62% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 4,752 | 48 | 0.0% | — | 64 | +4,752 | New | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,652 | 47 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,255 | 43 | 0.0% | 0.0% | 66 | +547 | 14.75% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,050 | 41 | 0.0% | — | 67 | +4,050 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,355 | 24 | 0.0% | 0.0% | 68 | +467 | 24.74% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,100 | 21 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,000 | 20 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,762 | 18 | 0.0% | — | 72 | +1,762 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,835 | 18 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | No change | 1,800 | 18 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Legal & General Group Plc | History | No change | 1,566 | 16 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,268 | 13 | 0.0% | — | 75 | +1,268 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 997 | 10 | 0.0% | 0.0% | 76 | -361 | -26.58% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,026 | 10 | 0.0% | 0.0% | 77 | -83 | -7.48% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 937 | 9 | 0.0% | 0.0% | 78 | -185 | -16.49% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 825 | 8 | 0.0% | 0.0% | 79 | +307 | 59.27% | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 625 | 6 | 0.0% | — | 83 | +625 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 591 | 6 | 0.0% | — | 80 | +591 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 654 | 6 | 0.0% | 0.0% | 82 | +24 | 3.81% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 550 | 6 | 0.0% | 0.0% | 81 | -9 | -1.61% | Q4 2025 | Jan 20, 2026 |
| AMALGAMATED BANK | History | Reduced | 511 | 5 | 0.0% | 0.0% | 84 | -137 | -21.14% | Q4 2025 | Feb 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 500 | 5 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Garner Asset Management Corp | History | New | 368 | 3 | 0.0% | — | 88 | +368 | New | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 292 | 3 | 0.0% | — | 86 | +292 | New | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 369 | 3 | 0.0% | 0.0% | 87 | -257 | -41.05% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 346 | 3 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 210 | 2 | 0.0% | 0.0% | 91 | +4 | 1.94% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | No change | 200 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,806 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,988 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -63 | -100.0% | Q3 2025 | Oct 08, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -61 | -96.83% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Kilter Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Key FInancial Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |