DaveManuel.com · Institutional Ownership · Who Owns It
MEDALLION FINANCIAL CORP (MFIN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
99
Reporting holders
$80.9M
Reported value
34.5%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+2
Holder change
Institutions report 7,928,721 shares against 22,960,249 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $12.4M | 1,219,363 | 0.00% | 8q | +10.1%+$1.1M |
| Tieton Capital Management, LLC | $10.3M | 1,008,564 | 2.96% | 30q | -2.3%-$242.4K |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.4M | 722,282 | 0.00% | 2q | -14.9%-$1.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $4.6M | 448,220 | 0.00% | 29q | +8.5%+$357.8K |
| Uniplan Investment Counsel, Inc. | $4.1M | 397,330 | 0.38% | 6q | +3.0%+$120.0K |
| SEI INVESTMENTS CO | $2.6M | 250,080 | 0.00% | 3q | -49.1%-$2.5M |
| STATE STREET CORP | $2.5M | 243,195 | 0.00% | 21q | -2.1%-$54.3K |
| GOLDMAN SACHS GROUP INC | $2.2M | 217,202 | 0.00% | 14q | +16.1%+$306.9K |
| AMERICAN CENTURY COMPANIES INC | $2.2M | 214,575 | 0.00% | 15q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $2.1M | 201,485 | 0.00% | 20q | -5.3%-$115.8K |
| De Lisle Partners LLP | $2.0M | 198,711 | 0.22% | 10q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.9M | 188,901 | 0.03% | 31q | +12.6%+$215.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.8M | 179,864 | 0.01% | 17q | +10.4%+$173.4K |
| GAMCO INVESTORS, INC. ET AL | $1.6M | 158,000 | 0.01% | 31q | HELD |
| STIFEL FINANCIAL CORP | $1.6M | 154,235 | 0.00% | 31q | -1.0%-$15.4K |
| NORTHERN TRUST CORP | $1.4M | 136,920 | 0.00% | 29q | +11.2%+$141.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.2M | 118,321 | 0.00% | 7q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 114,133 | 0.00% | 2q | +21.4%+$205.3K |
| Bank of New York Mellon Corp | $1.1M | 109,652 | 0.00% | 31q | +2.1%+$22.7K |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 105,917 | 0.00% | 2q | +1.3%+$14.0K |
| RITHOLTZ WEALTH MANAGEMENT | $944.7K | 92,532 | 0.01% | 17q | -4.4%-$43.2K |
| Janney Montgomery Scott LLC | $826.0K | 80,943 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $802.0K | 78,555 | 0.00% | 6q | +14.5%+$101.8K |
| GABELLI FUNDS LLC | $796.4K | 78,000 | 0.01% | 31q | HELD |
| PANAGORA ASSET MANAGEMENT INC | $687.4K | 67,327 | 0.00% | 5q | +49.9%+$228.8K |
| LSV ASSET MANAGEMENT | $682.0K | 66,800 | 0.00% | 15q | +20.1%+$114.3K |
| MORGAN STANLEY | $661.9K | 64,831 | 0.00% | 35q | +1.3%+$8.6K |
| Daytona Street Capital LLC | $657.0K | 65,767 | 0.48% | 3q | -8.6%-$61.4K |
| Empowered Funds, LLC | $620.1K | 60,735 | 0.00% | 2q | +7.1%+$41.3K |
| Mariner, LLC | $614.5K | 60,189 | 0.00% | 3q | +1.2%+$7.6K |
| MACKENZIE FINANCIAL CORP | $587.8K | 57,574 | 0.00% | new | NEW |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $560.0K | 54,849 | 0.07% | 25q | -5.2%-$30.6K |
| Teton Advisors, LLC | $556.4K | 54,500 | 0.32% | 4q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $491.5K | 48,138 | 0.00% | 9q | +11.1%+$49.3K |
| Soltis Investment Advisors LLC | $467.3K | 45,767 | 0.03% | 27q | -11.6%-$61.3K |
| Nuveen, LLC | $454.4K | 44,504 | 0.00% | 6q | +137.0%+$262.6K |
| TWO SIGMA INVESTMENTS, LP | $407.3K | 39,889 | 0.00% | 18q | -59.6%-$601.0K |
| Trexquant Investment LP | $375.5K | 36,782 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $302.5K | 29,625 | 0.00% | 7q | HELD |
| CITADEL ADVISORS LLC | $282.4K | 27,659 | 0.00% | 23q | HELD |
| HSBC HOLDINGS PLC | $273.3K | 26,792 | 0.00% | 6q | +11.4%+$28.0K |
| GSA CAPITAL PARTNERS LLP | $251.0K | 24,608 | 0.02% | 6q | -35.6%-$138.8K |
| RHUMBLINE ADVISERS | $215.4K | 21,097 | 0.00% | 13q | -3.8%-$8.4K |
| MARTINGALE ASSET MANAGEMENT L P | $213.7K | 20,933 | 0.01% | 5q | -40.3%-$144.1K |
| DEUTSCHE BANK AG\ | $193.2K | 18,921 | 0.00% | 3q | +3.5%+$6.5K |
| BANK OF AMERICA CORP /DE/ | $189.8K | 18,593 | 0.00% | 31q | -15.0%-$33.6K |
| PDT Partners, LLC | $185.3K | 18,146 | 0.01% | 8q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $178.9K | 17,522 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $175.4K | 17,034 | 0.00% | 21q | -27.6%-$66.8K |
| Allworth Financial LP | $163.9K | 16,055 | 0.00% | 5q | HELD |
| Invesco Ltd. | $163.3K | 15,997 | 0.00% | 10q | -24.8%-$53.9K |
| WELLS FARGO & COMPANY/MN | $151.9K | 14,879 | 0.00% | 31q | +117.3%+$82.0K |
| BARCLAYS PLC | $151.0K | 14,785 | 0.00% | 12q | -3.8%-$6.0K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $143.0K | 13,908 | 0.00% | 2q | +6.0%+$8.1K |
| Russell Investments Group, Ltd. | $124.6K | 12,206 | 0.00% | 8q | +360.4%+$97.6K |
| STEPHENS INC /AR/ | $124.6K | 12,200 | 0.00% | 2q | +8.9%+$10.2K |
| Vise Technologies, Inc. | $109.6K | 10,730 | 0.00% | 3q | +4.6%+$4.8K |
| D'Orazio & Associates, Inc. | $108.8K | 10,653 | 0.01% | 6q | -5.5%-$6.3K |
| MetLife Investment Management, LLC | $103.3K | 10,118 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $81.7K | 8,000 | 0.00% | 5q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $79.4K | 7,776 | 0.00% | 8q | HELD |
| CITIGROUP INC | $79.3K | 7,765 | 0.00% | 12q | +404.9%+$63.6K |
| UBS Group AG | $73.5K | 7,202 | 0.00% | 31q | -18.2%-$16.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $69.0K | 6,763 | 0.00% | 3q | -0.9% |
| Vanguard Global Advisers, LLC | $56.1K | 5,495 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $47.5K | 4,652 | 0.00% | 6q | HELD |
| ROYAL BANK OF CANADA | $35.0K | 3,378 | 0.00% | 29q | +7406.7%+$34.5K |
| Tower Research Capital LLC (TRC) | $23.8K | 2,327 | 0.00% | 10q | -59.0%-$34.2K |
| FMR LLC | $22.0K | 2,153 | 0.00% | 18q | +53.0%+$7.6K |
| BNP PARIBAS FINANCIAL MARKETS | $21.9K | 2,146 | 0.00% | 29q | -53.2%-$24.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | $21.4K | 2,100 | 0.00% | 9q | HELD |
| Smartleaf Asset Management LLC | $20.6K | 2,000 | 0.00% | 11q | HELD |
| Ameritas Investment Partners, Inc. | $18.7K | 1,835 | 0.00% | 9q | HELD |
| Investors Research Corp | $18.4K | 1,800 | 0.00% | 30q | HELD |
| Legal & General Group Plc | $16.0K | 1,566 | 0.00% | 9q | HELD |
| PNC Financial Services Group, Inc. | $8.9K | 876 | 0.00% | 3q | -36.8%-$5.2K |
| HARBOR CAPITAL ADVISORS, INC. | $7.0K | 709 | 0.00% | 8q | HELD |
| IFP Advisors, Inc | $6.5K | 634 | 0.00% | 5q | HELD |
| SBI Securities Co., Ltd. | $6.2K | 605 | 0.00% | 7q | +15025.0%+$6.1K |
| FINANCIAL CONSULATE, INC | $5.1K | 500 | 0.00% | 4q | HELD |
| GROUP ONE TRADING LLC | $4.1K CALL | options only | 0.00% | 23q | OPTIONS |
| Sterling Capital Management LLC | $3.5K | 340 | 0.00% | 8q | -36.8%-$2.0K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.3K | 228 | 0.00% | 9q | -74.1%-$6.7K |
| FIFTH THIRD BANCORP | $2.0K | 200 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $1.8K | 174 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $1.3K | 128 | 0.00% | new | NEW |
| GAMMA Investing LLC | $1.2K | 114 | 0.00% | 2q | -21.4% |
| JONES FINANCIAL COMPANIES LLLP | $474 | 46 | 0.00% | new | NEW |
| NISA INVESTMENT ADVISORS, LLC | $296 | 29 | 0.00% | 5q | HELD |
| Farther Finance Advisors, LLC | $256 | 25 | 0.00% | 2q | +2400.0% |
| EverSource Wealth Advisors, LLC | $225 | 22 | 0.00% | 6q | +633.3% |
| ROTHSCHILD INVESTMENT LLC | $143 | 14 | 0.00% | 3q | +133.3% |
| Essential Partners LLC | $82 | 8 | 0.00% | 5q | HELD |
| Key Financial Inc | $61 | 6 | 0.00% | 15q | HELD |
| Caitong International Asset Management Co., Ltd | $41 | 4 | 0.00% | new | NEW |
| True Wealth Design, LLC | $31 | 3 | 0.00% | new | NEW |
| Optiver Holding B.V. | $20 | 2 | 0.00% | 4q | -98.9%-$1.8K |
| SJS Investment Consulting Inc. | $11 | 1 | 0.00% | new | NEW |
| Covestor Ltd | $0 | 2 | 0.00% | 2q | -97.1% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-19 | 2026-10-16 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $1.6M | 132,388 | 2 | 7 | 4 | 0.0% |
| Q2 2026 | 99 | $80.9M | 7,928,721 | 11 | 32 | 29 | 0.0% |
| Q1 2026 | 97 | $68.5M | 7,957,880 | 11 | 32 | 26 | 0.3% |
| Q4 2025 | 99 | $82.1M | 7,825,832 | 14 | 25 | 29 | 1.9% |
| Q3 2025 | 94 | $77.3M | 7,439,088 | 8 | 37 | 22 | 2.8% |
| Q2 2025 | 92 | $72.7M | 7,416,431 | 11 | 28 | 30 | 2.8% |
| Q1 2025 | 85 | $64.0M | 7,156,870 | 11 | 19 | 25 | 2.6% |
| Q4 2024 | 83 | $71.0M | 7,226,883 | 8 | 27 | 16 | 4.4% |
| Q3 2024 | 82 | $58.6M | 6,943,294 | 11 | 27 | 19 | 3.5% |
| Q2 2024 | 82 | $53.8M | 6,717,201 | 18 | 26 | 19 | 4.1% |
| Q1 2024 | 83 | $55.7M | 6,665,722 | 15 | 23 | 17 | 5.3% |
| Q4 2023 | 77 | $55.5M | 5,239,274 | 10 | 21 | 18 | 7.0% |
| Q3 2023 | 73 | $43.9M | 4,876,153 | 18 | 19 | 14 | 22.0% |
| Q2 2023 | 61 | $37.7M | 4,460,356 | 11 | 17 | 18 | 6.5% |
| Q1 2023 | 59 | $36.1M | 4,523,500 | 10 | 13 | 10 | 3.9% |
| Q4 2022 | 56 | $32.9M | 4,515,425 | 5 | 9 | 19 | 1.9% |
| Q3 2022 | 52 | $35.8M | 4,840,123 | 3 | 11 | 15 | 5.1% |
| Q2 2022 | 56 | $35.8M | 5,298,731 | 6 | 16 | 15 | 5.4% |
| Q1 2022 | 61 | $53.9M | 5,730,438 | 17 | 15 | 13 | 9.7% |
| Q4 2021 | 49 | $39.6M | 6,228,549 | 5 | 17 | 11 | 8.7% |
| Q3 2021 | 48 | $44.8M | 5,630,540 | 5 | 12 | 11 | 1.4% |
| Q2 2021 | 45 | $50.3M | 5,536,977 | 9 | 7 | 9 | 2.4% |
| Q1 2021 | 44 | $39.9M | 5,281,483 | 7 | 10 | 12 | 6.6% |
| Q4 2020 | 39 | $27.4M | 5,379,347 | 3 | 8 | 13 | 3.8% |
| Q3 2020 | 42 | $15.1M | 6,013,860 | 2 | 6 | 16 | 0.2% |
| Q2 2020 | 49 | $15.9M | 5,919,615 | 12 | 7 | 21 | 1.3% |
| Q1 2020 | 50 | $14.7M | 7,833,162 | 4 | 13 | 17 | 0.7% |
| Q4 2019 | 56 | $63.8M | 8,474,866 | 2 | 20 | 14 | 3.5% |
| Q3 2019 | 60 | $43.8M | 6,382,517 | 7 | 17 | 13 | 6.8% |
| Q2 2019 | 61 | $44.9M | 5,770,342 | 19 | 13 | 14 | 13.4% |
| Q1 2019 | 47 | $28.6M | 3,671,534 | 13 | 9 | 9 | 11.6% |
| Q4 2018 | 45 | $20.3M | 3,823,779 | 3 | 1 | 1 | 11.4% |