MEDALLION FINL CORP MFIN
COM · Common Stock · CUSIP 583928106
- SectorFinancials
- IndustryFinance Services
- HeadquartersNew York, NY
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 53 |
| Q4 2022 | 54 |
| Q1 2023 | 58 |
| Q2 2023 | 59 |
| Q3 2023 | 72 |
| Q4 2023 | 77 |
| Q1 2024 | 85 |
| Q2 2024 | 82 |
| Q3 2024 | 83 |
| Q4 2024 | 82 |
| Q1 2025 | 85 |
| Q2 2025 | 91 |
| Q3 2025 | 91 |
| Q4 2025 | 98 |
| Q1 2026 | 95 |
| Q2 2026 | 99 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 38 | 31 |
| Q4 2024 | 39 | 27 |
| Q1 2025 | 32 | 37 |
| Q2 2025 | 39 | 36 |
| Q3 2025 | 47 | 31 |
| Q4 2025 | 42 | 39 |
| Q1 2026 | 45 | 40 |
| Q2 2026 | 48 | 36 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.8m | $396.9k | 0.23 |
| Q4 2025 | $1.4m | $172.9k | 0.13 |
| Q1 2026 | $238.8k | $0 | 0.00 |
| Q2 2026 | $4.1k | $0 | 0.00 |
Biggest buyers
| BlackRock, Inc. | Added | +111.4k |
| Janney Montgomery Scott LLC | New | +80.9k |
| MACKENZIE FINANCIAL CORP | New | +57.6k |
| Trexquant Investment LP | New | +36.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +35.0k |
| GOLDMAN SACHS GROUP INC | Added | +30.1k |
| CITADEL ADVISORS LLC | New | +27.7k |
| Nuveen, LLC | Added | +25.7k |
| PANAGORA ASSET MANAGEMENT INC | Added | +22.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Added | +21.1k |
Biggest sellers
| SEI INVESTMENTS CO | Reduced | -240.9k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -126.4k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -58.9k |
| MARSHALL WACE, LLP | Sold out | -49.2k |
| Tieton Capital Management, LLC | Reduced | -23.7k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -22.1k |
| MARTINGALE ASSET MANAGEMENT L P | Reduced | -14.1k |
| JANE STREET GROUP, LLC | Sold out | -13.9k |
| GSA CAPITAL PARTNERS LLP | Reduced | -13.6k |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | -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.
| Holder | Stake |
|---|---|
| MURSTEIN ANDREW 13G · exempt (held before listing) +0.8 pts · filed 2026-04-06 | 11.7% |
| MURSTEIN ALVIN 13D · may seek influence filed 2025-02-18 | 8.1% |
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% |
| KORR Value L.P. 13D · may seek influence filed 2025-01-03 | 5.0% |
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
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.2m $12.4m | Added +111.4k |
| Tieton Capital Management, LLC 2.96% of their portfolio | 1.0m $10.3m | Reduced -23.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 722.3k $7.4m | Reduced -126.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 448.2k $4.6m | Added +35.0k |
| Uniplan Investment Counsel, Inc. 0.38% of their portfolio | 397.3k $4.1m | Added +11.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 250.1k $2.6m | Reduced -240.9k |
| STATE STREET CORP 0.00% of their portfolio | 243.2k $2.5m | Reduced -5.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 217.2k $2.2m | Added +30.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 214.6k $2.2m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 201.5k $2.1m | Reduced -11.3k |
| De Lisle Partners LLP 0.22% of their portfolio | 198.7k $2.0m | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 188.9k $1.9m | Added +21.1k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 179.9k $1.8m | Added +17.0k |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 158.0k $1.6m | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 154.2k $1.6m | Reduced -1.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 136.9k $1.4m | Added +13.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 118.3k $1.2m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 114.1k $1.2m | Added +20.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 109.7k $1.1m | Added +2.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 105.9k $1.1m | Added +1.4k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 92.5k $944.7k | Reduced -4.2k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 80.9k $826.0k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 78.6k $802.0k | Added +10.0k |
| GABELLI FUNDS LLC 0.01% of their portfolio | 78.0k $796.4k | Unchanged |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 67.3k $687.4k | Added +22.4k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 66.8k $682.0k | Added +11.2k |
| Daytona Street Capital LLC 0.48% of their portfolio | 65.8k $657.0k | Reduced -6.2k |
| MORGAN STANLEY 0.00% of their portfolio | 64.8k $661.9k | Added +847 |
| Empowered Funds, LLC 0.00% of their portfolio | 60.7k $620.1k | Added +4.0k |
| Mariner, LLC 0.00% of their portfolio | 60.2k $614.5k | Added +740 |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 57.6k $587.8k | New |
| CORSAIR CAPITAL MANAGEMENT, L.P. 0.07% of their portfolio | 54.8k $560.0k | Reduced -3.0k |
| Teton Advisors, LLC 0.32% of their portfolio | 54.5k $556.4k | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 48.1k $491.5k | Added +4.8k |
| Soltis Investment Advisors LLC 0.03% of their portfolio | 45.8k $467.3k | Reduced -6.0k |
| Nuveen, LLC 0.00% of their portfolio | 44.5k $454.4k | Added +25.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 39.9k $407.3k | Reduced -58.9k |
| Trexquant Investment LP 0.00% of their portfolio | 36.8k $375.5k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 29.6k $302.5k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 27.7k $282.4k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 26.8k $273.3k | Added +2.7k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 24.6k $251.0k | Reduced -13.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 21.1k $215.4k | Reduced -827 |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 20.9k $213.7k | Reduced -14.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 18.9k $193.2k | Added +638 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 18.6k $189.8k | Reduced -3.3k |
| PDT Partners, LLC 0.01% of their portfolio | 18.1k $185.3k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 17.5k $178.9k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 17.0k $175.4k | Reduced -6.5k |
| Allworth Financial LP 0.00% of their portfolio | 16.1k $163.9k | Added +40 |
| Invesco Ltd. 0.00% of their portfolio | 16.0k $163.3k | Reduced -5.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 14.9k $151.9k | Added +8.0k |
| BARCLAYS PLC 0.00% of their portfolio | 14.8k $151.0k | Reduced -592 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 13.9k $143.0k | Added +788 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 12.2k $124.6k | Added +9.6k |
| STEPHENS INC /AR/ 0.00% of their portfolio | 12.2k $124.6k | Added +1.0k |
| Vise Technologies, Inc. 0.00% of their portfolio | 10.7k $109.6k | Added +467 |
| D'Orazio & Associates, Inc. 0.01% of their portfolio | 10.7k $108.8k | Reduced -618 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 10.1k $103.3k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.0k $81.7k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.8k $79.4k | Added +25 |
| CITIGROUP INC 0.00% of their portfolio | 7.8k $79.3k | Added +6.2k |
| UBS Group AG 0.00% of their portfolio | 7.2k $73.5k | Reduced -1.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 6.8k $69.0k | Reduced -58 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 5.5k $56.1k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.7k $47.5k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.4k $35.0k | Added +3.3k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.3k $23.8k | Reduced -3.3k |
| FMR LLC 0.00% of their portfolio | 2.2k $22.0k | Added +746 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.1k $21.9k | Reduced -2.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 2.1k $21.4k | Unchanged |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 2.0k $20.6k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.8k $18.7k | Unchanged |
| Investors Research Corp 0.00% of their portfolio | 1.8k $18.4k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 1.6k $16.0k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 876 $8.9k | Reduced -511 |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 709 $7.0k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 634 $6.5k | Added +3 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 605 $6.2k | Added +601 |
| FINANCIAL CONSULATE, INC 0.00% of their portfolio | 500 $5.1k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 340 $3.5k | Reduced -198 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 228 $2.3k | Reduced -652 |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 200 $2.0k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 174 $1.8k | New |
| Transamerica Financial Advisors, LLC 0.00% of their portfolio | 128 $1.3k | New |
| GAMMA Investing LLC 0.00% of their portfolio | 114 $1.2k | Reduced -31 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 46 $474 | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 29 $296 | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 26 $263 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 25 $256 | Added +24 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 22 $225 | Added +19 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 14 $143 | Added +8 |
| Essential Partners LLC 0.00% of their portfolio | 8 $82 | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 6 $61 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 4 $41 | New |
| True Wealth Design, LLC 0.00% of their portfolio | 3 $31 | New |
| Optiver Holding B.V. 0.00% of their portfolio | 2 $20 | Reduced -184 |
| Covestor Ltd 0.00% of their portfolio | 2 $0 | Reduced -67 |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 1 $11 | New |