Institutional Ownership Medallion Financial Corp (MFIN)
This table provides information about the institutional ownership of Medallion Financial Corp (MFIN). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 7.45 Million shares, which have been reported (via 13F filing form) to have a value of $73.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
16,748
shares
|
$165,470
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,000
shares
|
$158,080
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
16,000
shares
|
$158,080
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,725
shares
|
$155,363
0.0% of portfolio
|
Q3 2022
Reduced 8.44%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,348
shares
|
$141,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
13,170
shares
|
$130,119
0.0% of portfolio
|
Q3 2025
Added 18.25%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,250
shares
|
$111,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
10,988
shares
|
$108,561
0.0% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
10,986
shares
|
$108,541
0.04% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
10,868
shares
|
$107,375
0.01% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Ajo Vista, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,849
shares
|
$107,188
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
9,705
shares
|
$95,885
0.0% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$79,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
7,628
shares
|
$75,364
0.0% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
6,701
shares
|
$66,205
0.0% of portfolio
|
Q3 2025
Reduced 26.56%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
4,652
shares
|
$45,961
0.0% of portfolio
|
Q3 2025
Added 58.45%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
2,100
shares
|
$20,748
0.0% of portfolio
|
Q2 2024
Added 576.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,000
shares
|
$19,760
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,888
shares
|
$18,653
0.0% of portfolio
|
Q3 2025
Added 211.55%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,835
shares
|
$18,129
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
1,800
shares
|
$17,784
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,733
shares
|
$17,122
0.0% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
1,566
shares
|
$15,472
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
1,358
shares
|
$13,417
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,122
shares
|
$11,085
0.0% of portfolio
|
Q3 2025
Added 114.94%
|
|