Vault-13

MEDALLION FINL CORP MFIN

COM · Common Stock · CUSIP 583928106

99 institutional holders +4 vs Q1 2026
7,861,0977.9m shares reported held*
34.2% of all shares outstanding*
$80.2mreported value*
13 new 35 added 29 reduced 7 sold out net sold ≈ $299.2k (-28.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($690.7k this quarter). Holder counts are more reliable. Shares outstanding: 23.0m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $10.21. Options: 1 managers hold calls ($4.1k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 53Q4 22: 54Q1 23: 58Q2 23: 59Q3 23: 72Q4 23: 77Q1 24: 85Q2 24: 82Q3 24: 83Q4 24: 82Q1 25: 85Q2 25: 91Q3 25: 91Q4 25: 98Q1 26: 95Q2 26: 9999Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202253
Q4 202254
Q1 202358
Q2 202359
Q3 202372
Q4 202377
Q1 202485
Q2 202482
Q3 202483
Q4 202482
Q1 202585
Q2 202591
Q3 202591
Q4 202598
Q1 202695
Q2 202699

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 38 bought or addedQ3 24: 31 cut or sold outQ4 24: 39 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 32 bought or addedQ1 25: 37 cut or sold outQ2 25: 39 bought or addedQ2 25: 36 cut or sold outQ2 25Q3 25: 47 bought or addedQ3 25: 31 cut or sold outQ4 25: 42 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 45 bought or addedQ1 26: 40 cut or sold outQ2 26: 48 bought or addedQ2 26: 36 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243831
Q4 20243927
Q1 20253237
Q2 20253936
Q3 20254731
Q4 20254239
Q1 20264540
Q2 20264836

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ3 25 calls: $1.8mQ3 25 puts: $396.9kQ3 25P/C 0.23Q4 25 calls: $1.4mQ4 25 puts: $172.9kQ4 25P/C 0.13Q1 26 calls: $238.8kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $4.1kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$1.8m$396.9k0.23
Q4 2025$1.4m$172.9k0.13
Q1 2026$238.8k$00.00
Q2 2026$4.1k$00.00

Biggest buyers

BlackRock, Inc. Added +111,398+111.4k
Janney Montgomery Scott LLC New +80,943+80.9k
MACKENZIE FINANCIAL CORP New +57,574+57.6k
Trexquant Investment LP New +36,782+36.8k
GEODE CAPITAL MANAGEMENT, LLC Added +35,036+35.0k
GOLDMAN SACHS GROUP INC Added +30,056+30.1k
CITADEL ADVISORS LLC New +27,659+27.7k
Nuveen, LLC Added +25,723+25.7k
PANAGORA ASSET MANAGEMENT INC Added +22,412+22.4k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Added +21,108+21.1k

Biggest sellers

SEI INVESTMENTS CO Reduced -240,892-240.9k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -126,358-126.4k
TWO SIGMA INVESTMENTS, LP Reduced -58,863-58.9k
MARSHALL WACE, LLP Sold out -49,184-49.2k
Tieton Capital Management, LLC Reduced -23,740-23.7k
MILLENNIUM MANAGEMENT LLC Sold out -22,139-22.1k
MARTINGALE ASSET MANAGEMENT L P Reduced -14,117-14.1k
JANE STREET GROUP, LLC Sold out -13,910-13.9k
GSA CAPITAL PARTNERS LLP Reduced -13,608-13.6k
Connor, Clark & Lunn Investment Management Ltd. Reduced -11,338-11.3k

Biggest calls

GROUP ONE TRADING LLC Reduced $4.1k400 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MURSTEIN ANDREW 13G · exempt (held before listing) +0.8 pts · filed 2026-04-06 11.7% +0.8 pts 2.8m≈ $28.6m 2026-04-06
MURSTEIN ALVIN 13D · may seek influence filed 2025-02-18 8.1% 1.9m≈ $19.1m 2025-02-18
Amster Howard 13D · may seek influence new · filed 2024-12-18
Stated purposeThe Reporting Persons acquired the shares of Common Stock for investment purposes While the Reporting Persons have no present intention to dispose of all or any portion of the Common Stock beneficially owned by them, any such sales of the Common Stock may be made in the open market, privately negotiated transactions, or otherwise. Depending on their assessment of the forgoing factors, the Reporting Persons may, from time to time, modify their present intention as stated in this Item 4. In addition, they may, at their discretion purchase additional Common Stock of the Issuer. Except as set forth above, the Reporting Persons do not have at this time any specific plans which would result in (a) the acquisition by the Reporting Persons of additional securities or the disposition by the Reporti… Full filing
6.1% new 1.4m≈ $14.3m 2024-12-18
KORR Value L.P. 13D · may seek influence filed 2025-01-03 5.0% 1.1m≈ $11.7m 2025-01-03

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,219,3631.2m $12.4m $12.4m 0.00% Added +111.4k +111,398
2 Tieton Capital Management, LLC 2.96% of their portfolio YAKIMA, WA 1,008,5641.0m $10.3m $10.3m 2.96% Reduced -23.7k -23,740
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 722,282722.3k $7.4m $7.4m 0.00% Reduced -126.4k -126,358
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 448,220448.2k $4.6m $4.6m 0.00% Added +35.0k +35,036
5 Uniplan Investment Counsel, Inc. 0.38% of their portfolio MILWAUKEE, WI 397,330397.3k $4.1m $4.1m 0.38% Added +11.7k +11,749
6 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 250,080250.1k $2.6m $2.6m 0.00% Reduced -240.9k -240,892
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 243,195243.2k $2.5m $2.5m 0.00% Reduced -5.3k -5,316
8 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 217,202217.2k $2.2m $2.2m 0.00% Added +30.1k +30,056
9 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 214,575214.6k $2.2m $2.2m 0.00% Unchanged
10 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 201,485201.5k $2.1m $2.1m 0.00% Reduced -11.3k -11,338
11 De Lisle Partners LLP 0.22% of their portfolio POOLE, X0 198,711198.7k $2.0m $2.0m 0.22% Unchanged
12 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% of their portfolio HOUSTON, TX 188,901188.9k $1.9m $1.9m 0.03% Added +21.1k +21,108
13 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 179,864179.9k $1.8m $1.8m 0.01% Added +17.0k +16,980
14 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 158,000158.0k $1.6m $1.6m 0.01% Unchanged
15 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 154,235154.2k $1.6m $1.6m 0.00% Reduced -1.5k -1,505
16 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 136,920136.9k $1.4m $1.4m 0.00% Added +13.8k +13,810
17 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 118,321118.3k $1.2m $1.2m 0.00% Unchanged
18 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 114,133114.1k $1.2m $1.2m 0.00% Added +20.1k +20,104
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 109,652109.7k $1.1m $1.1m 0.00% Added +2.2k +2,224
20 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 105,917105.9k $1.1m $1.1m 0.00% Added +1.4k +1,375
21 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 92,53292.5k $944.7k $944.7k 0.01% Reduced -4.2k -4,229
22 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 80,94380.9k $826.0k $826.0k 0.00% New
23 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 78,55578.6k $802.0k $802.0k 0.00% Added +10.0k +9,968
24 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 78,00078.0k $796.4k $796.4k 0.01% Unchanged
25 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 67,32767.3k $687.4k $687.4k 0.00% Added +22.4k +22,412
26 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 66,80066.8k $682.0k $682.0k 0.00% Added +11.2k +11,200
27 Daytona Street Capital LLC 0.48% of their portfolio SAINT LOUIS, MO 65,76765.8k $657.0k $657.0k 0.48% Reduced -6.2k -6,151
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 64,83164.8k $661.9k $661.9k 0.00% Added +847 +847
29 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 60,73560.7k $620.1k $620.1k 0.00% Added +4.0k +4,045
30 Mariner, LLC 0.00% of their portfolio Overland Park, KS 60,18960.2k $614.5k $614.5k 0.00% Added +740 +740
31 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 57,57457.6k $587.8k $587.8k 0.00% New
32 CORSAIR CAPITAL MANAGEMENT, L.P. 0.07% of their portfolio NEW YORK, NY 54,84954.8k $560.0k $560.0k 0.07% Reduced -3.0k -3,000
33 Teton Advisors, LLC 0.32% of their portfolio GREENWICH, CT 54,50054.5k $556.4k $556.4k 0.32% Unchanged
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 48,13848.1k $491.5k $491.5k 0.00% Added +4.8k +4,825
35 Soltis Investment Advisors LLC 0.03% of their portfolio ST. GEORGE, UT 45,76745.8k $467.3k $467.3k 0.03% Reduced -6.0k -6,000
36 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 44,50444.5k $454.4k $454.4k 0.00% Added +25.7k +25,723
37 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 39,88939.9k $407.3k $407.3k 0.00% Reduced -58.9k -58,863
38 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 36,78236.8k $375.5k $375.5k 0.00% New
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 29,62529.6k $302.5k $302.5k 0.00% Unchanged
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 27,65927.7k $282.4k $282.4k 0.00% New
41 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 26,79226.8k $273.3k $273.3k 0.00% Added +2.7k +2,749
42 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 24,60824.6k $251.0k $251.0k 0.02% Reduced -13.6k -13,608
43 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 21,09721.1k $215.4k $215.4k 0.00% Reduced -827 -827
44 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 20,93320.9k $213.7k $213.7k 0.01% Reduced -14.1k -14,117
45 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 18,92118.9k $193.2k $193.2k 0.00% Added +638 +638
46 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 18,59318.6k $189.8k $189.8k 0.00% Reduced -3.3k -3,289
47 PDT Partners, LLC 0.01% of their portfolio New York, NY 18,14618.1k $185.3k $185.3k 0.01% Unchanged
48 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 17,52217.5k $178.9k $178.9k 0.00% New
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,03417.0k $175.4k $175.4k 0.00% Reduced -6.5k -6,490
50 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 16,05516.1k $163.9k $163.9k 0.00% Added +40 +40
51 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 15,99716.0k $163.3k $163.3k 0.00% Reduced -5.3k -5,276
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 14,87914.9k $151.9k $151.9k 0.00% Added +8.0k +8,032
53 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 14,78514.8k $151.0k $151.0k 0.00% Reduced -592 -592
54 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 13,90813.9k $143.0k $143.0k 0.00% Added +788 +788
55 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 12,20612.2k $124.6k $124.6k 0.00% Added +9.6k +9,555
56 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 12,20012.2k $124.6k $124.6k 0.00% Added +1.0k +1,000
57 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 10,73010.7k $109.6k $109.6k 0.00% Added +467 +467
58 D'Orazio & Associates, Inc. 0.01% of their portfolio VIENNA, VA 10,65310.7k $108.8k $108.8k 0.01% Reduced -618 -618
59 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 10,11810.1k $103.3k $103.3k 0.00% New
60 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,0008.0k $81.7k $81.7k 0.00% Unchanged
61 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,7767.8k $79.4k $79.4k 0.00% Added +25 +25
62 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,7657.8k $79.3k $79.3k 0.00% Added +6.2k +6,227
63 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,2027.2k $73.5k $73.5k 0.00% Reduced -1.6k -1,600
64 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 6,7636.8k $69.0k $69.0k 0.00% Reduced -58 -58
65 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 5,4955.5k $56.1k $56.1k 0.00% Unchanged
66 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,6524.7k $47.5k $47.5k 0.00% Unchanged
67 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,3783.4k $35.0k $35.0k 0.00% Added +3.3k +3,333
68 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,3272.3k $23.8k $23.8k 0.00% Reduced -3.3k -3,346
69 FMR LLC 0.00% of their portfolio BOSTON, MA 2,1532.2k $22.0k $22.0k 0.00% Added +746 +746
70 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 2,1462.1k $21.9k $21.9k 0.00% Reduced -2.4k -2,435
71 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 2,1002.1k $21.4k $21.4k 0.00% Unchanged
72 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 2,0002.0k $20.6k $20.6k 0.00% Unchanged
73 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,8351.8k $18.7k $18.7k 0.00% Unchanged
74 Investors Research Corp 0.00% of their portfolio ATLANTA, GA 1,8001.8k $18.4k $18.4k 0.00% Unchanged
75 Legal & General Group Plc 0.00% of their portfolio London, X0 1,5661.6k $16.0k $16.0k 0.00% Unchanged
76 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 876876 $8.9k $8.9k 0.00% Reduced -511 -511
77 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 709709 $7.0k $7.0k 0.00% Unchanged
78 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 634634 $6.5k $6.5k 0.00% Added +3 +3
79 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 605605 $6.2k $6.2k 0.00% Added +601 +601
80 FINANCIAL CONSULATE, INC 0.00% of their portfolio HUNT VALLEY, MD 500500 $5.1k $5.1k 0.00% Unchanged
81 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 340340 $3.5k $3.5k 0.00% Reduced -198 -198
82 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 228228 $2.3k $2.3k 0.00% Reduced -652 -652
83 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 200200 $2.0k $2.0k 0.00% Unchanged
84 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 174174 $1.8k $1.8k 0.00% New
85 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 128128 $1.3k $1.3k 0.00% New
86 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 114114 $1.2k $1.2k 0.00% Reduced -31 -31
87 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 4646 $474 $474 0.00% New
88 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 2929 $296 $296 0.00% Unchanged
89 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2626 $263 $263 0.00% New
90 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2525 $256 $256 0.00% Added +24 +24
91 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2222 $225 $225 0.00% Added +19 +19
92 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1414 $143 $143 0.00% Added +8 +8
93 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 88 $82 $82 0.00% Unchanged
94 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 66 $61 $61 0.00% Unchanged
95 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 44 $41 $41 0.00% New
96 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 33 $31 $31 0.00% New
97 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 22 $20 $20 0.00% Reduced -184 -184
98 Covestor Ltd 0.00% of their portfolio LONDON, X0 22 $0 $0 0.00% Reduced -67 -67
99 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 11 $11 $11 0.00% New