Medallion Financial Corp. 13F holders
98 funds reported a position in Medallion Financial Corp. in their 13F for the quarter ended 30 June 2026, together 7.9 million shares worth $80.9 million. Against the quarter before, 12 opened a position, 35 added, 29 trimmed and 7 sold out; together they sold a net 28,867 shares. The largest holders: BlackRock, Inc., Tieton Capital Management, LLC and Vanguard Capital Management LLC.
Funds holding98+3 on Q1 2026
Shares they held7.9Mworth $80.9 million
Net sold on the quarter28,867 sharesabout $294,681 at the funds' values
Funds buying to selling47 to 36opened or added, to cut or sold
Opened 12Added 35Held 22Trimmed 29Sold out 7
What each fund did in MFIN against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in MFIN in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 20 reported a position in Medallion Financial Corp.: 1 opened one, 8 added, 5 trimmed and 0 sold out, a net 5,449 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Soltis Investment Advisors LLC | +3,913 | 49,680 | added | 13F |
| Gamma Investing LLC | +1,927 | 2,041 | added | 13F |
| SBI Securities Co., Ltd. | -559 | 46 | trimmed | 13F |
| Vise Technologies, Inc. | -346 | 10,384 | trimmed | 13F |
| IFP Advisors, Inc | +223 | 857 | added | 13F |
| Mather Group, LLC. | +171 | 171 | new | 13F |
| Daytona Street Capital LLC | -100 | 65,667 | trimmed | 13F |
| Covestor Ltd | +115 | 117 | added | 13F |
| Farther Finance Advisors, LLC | +70 | 95 | added | 13F |
| SJS Investment Consulting Inc. | +56 | 57 | added | 13F |
| Harbor Capital Advisors, Inc. | -28 | 681 | trimmed | 13F |
| Sterling Capital Management LLC | -24 | 316 | trimmed | 13F |
| Nisa Investment Advisors, LLC | +23 | 52 | added | 13F |
| True Wealth Design, LLC | +8 | 11 | added | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 4 reported a position in Medallion Financial Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 448,220 shares worth $4.6 million, 0.0% of its reported book. New this quarter: Citadel Advisors. Sold out: Millennium Management. In the quarter, 3 funds added or opened a position and 2 trimmed or sold out; together they sold a net 17,561 shares, about $179,298 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 448,220 | $4.6 million | 0.0% | +35,036 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 39,889 | $407,267 | 0.0% | -58,863 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 27,659 | $282,398 | 0.0% | +27,659 | new | 30 June 2026 | 13F |
| FMR LLC | 2,153 | $21,982 | 0.0% | +746 | added | 30 June 2026 | 13F |
| Millennium Management | 0 | $0 | 0.0% | -22,139 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1,219,363 | 15.38% | $12.4 million | 0.00% | +111,398 | 13F |
| Tieton Capital Management, LLC | 1,008,564 | 12.72% | $10.3 million | 2.96% | -23,740 | 13F |
| Vanguard Capital Management LLC | 722,282 | 9.11% | $7.4 million | 0.00% | -126,358 | 13F |
| Geode Capital Management, LLC | 448,220 | 5.65% | $4.6 million | 0.00% | +35,036 | 13F |
| Uniplan Investment Counsel, Inc. | 397,330 | 5.01% | $4.1 million | 0.38% | +11,749 | 13F |
| Sei Investments Co. | 250,080 | 3.15% | $2.6 million | 0.00% | -240,892 | 13F |
| State Street Corp. | 243,195 | 3.07% | $2.5 million | 0.00% | -5,316 | 13F |
| Goldman Sachs Group Inc. | 217,202 | 2.74% | $2.2 million | 0.00% | +30,056 | 13F |
| American Century Companies Inc. | 214,575 | 2.71% | $2.2 million | 0.00% | no change | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 201,485 | 2.54% | $2.1 million | 0.00% | -11,338 | 13F |
| De Lisle Partners LLP | 198,711 | 2.51% | $2.0 million | 0.22% | no change | 13F |
| Bridgeway Capital Management, LLC | 188,901 | 2.38% | $1.9 million | 0.03% | +21,108 | 13F |
| O'shaughnessy Asset Management, LLC | 179,864 | 2.27% | $1.8 million | 0.01% | +16,980 | 13F |
| Gamco Investors, Inc. Et Al | 158,000 | 1.99% | $1.6 million | 0.01% | no change | 13F |
| Stifel Financial Corp. | 154,235 | 1.95% | $1.6 million | 0.00% | -1,505 | 13F |
| Northern Trust Corp. | 136,920 | 1.73% | $1.4 million | 0.00% | +13,810 | 13F |
| Arrowstreet Capital, Limited Partnership | 118,321 | 1.49% | $1.2 million | 0.00% | no change | 13F |
| Vanguard Portfolio Management LLC | 114,133 | 1.44% | $1.2 million | 0.00% | +20,104 | 13F |
| Bank of New York Mellon Corp | 109,652 | 1.38% | $1.1 million | 0.00% | +2,224 | 13F |
| Vanguard Fiduciary Trust Co. | 105,917 | 1.34% | $1.1 million | 0.00% | +1,375 | 13F |
| Ritholtz Wealth Management | 92,532 | 1.17% | $944,747 | 0.01% | -4,229 | 13F |
| Janney Montgomery Scott LLC | 80,943 | 1.02% | $826,000 | 0.00% | new | 13F |
| Squarepoint Ops LLC | 78,555 | 0.99% | $802,047 | 0.00% | +9,968 | 13F |
| Gabelli Funds LLC | 78,000 | 0.98% | $796,380 | 0.01% | no change | 13F |
| Panagora Asset Management Inc. | 67,327 | 0.85% | $687,409 | 0.00% | +22,412 | 13F |
| LSV Asset Management | 66,800 | 0.84% | $682,000 | 0.00% | +11,200 | 13F |
| Morgan Stanley | 64,831 | 0.82% | $661,928 | 0.00% | +847 | 13F |
| Daytona Street Capital LLC | 65,767 | 0.83% | $657,012 | 0.48% | -6,151 | 13F |
| Empowered Funds, LLC | 60,735 | 0.77% | $620,104 | 0.00% | +4,045 | 13F |
| Mariner, LLC | 60,189 | 0.76% | $614,528 | 0.00% | +740 | 13F |
| Mackenzie Financial Corp. | 57,574 | 0.73% | $587,831 | 0.00% | new | 13F |
| Corsair Capital Management, L.P. | 54,849 | 0.69% | $560,008 | 0.07% | -3,000 | 13F |
| Teton Advisors, LLC | 54,500 | 0.69% | $556,445 | 0.32% | no change | 13F |
| Charles Schwab Investment Management Inc. | 48,138 | 0.61% | $491,489 | 0.00% | +4,825 | 13F |
| Soltis Investment Advisors LLC | 45,767 | 0.58% | $467,281 | 0.03% | -6,000 | 13F |
| Nuveen, LLC | 44,504 | 0.56% | $454,386 | 0.00% | +25,723 | 13F |
| Two Sigma Investments, LP | 39,889 | 0.50% | $407,267 | 0.00% | -58,863 | 13F |
| Trexquant Investment LP | 36,782 | 0.46% | $375,544 | 0.00% | new | 13F |
| Raymond James Financial Inc. | 29,625 | 0.37% | $302,471 | 0.00% | no change | 13F |
| Citadel Advisors LLC | 27,659 | 0.35% | $282,398 | 0.00% | new | 13F |
| HSBC Holdings PLC | 26,792 | 0.34% | $273,278 | 0.00% | +2,749 | 13F |
| Gsa Capital Partners LLP | 24,608 | 0.31% | $251,000 | 0.02% | -13,608 | 13F |
| Rhumbline Advisers | 21,097 | 0.27% | $215,395 | 0.00% | -827 | 13F |
| Martingale Asset Management L P | 20,933 | 0.26% | $213,726 | 0.01% | -14,117 | 13F |
| Deutsche Bank AG | 18,921 | 0.24% | $193,183 | 0.00% | +638 | 13F |
| Bank of America Corp. | 18,593 | 0.23% | $189,834 | 0.00% | -3,289 | 13F |
| PDT Partners, LLC | 18,146 | 0.23% | $185,271 | 0.01% | no change | 13F |
| AQR Capital Management LLC | 17,522 | 0.22% | $178,900 | 0.00% | new | 13F |
| JPMorgan Chase & Co. | 17,034 | 0.21% | $175,450 | 0.00% | -6,490 | 13F |
| Allworth Financial LP | 16,055 | 0.20% | $163,922 | 0.00% | +40 | 13F |
The 50 largest of the 98 funds that reported a position in MFIN in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 6 April 2026 | 13G/A | Andrew M. Murstein and 1 other | 2.8 million | 11.7% | 31 March 2026 | passive, other (13d-1(d)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 August 2026 | 8,500 | $11.81 | SEC |
| 14 August 2026 | 367 | $11.43 | SEC |
| 13 August 2026 | 548 | $11.20 | SEC |
| 12 August 2026 | 1,364 | $11.03 | SEC |
| 11 August 2026 | 42,466 | $10.85 | SEC |
| 10 August 2026 | 316 | $10.90 | SEC |
| 6 August 2026 | 1,995 | $10.79 | SEC |
| 5 August 2026 | 110 | $10.90 | SEC |
| 4 August 2026 | 851 | $10.60 | SEC |
| 27 July 2026 | 6,332 | $9.77 | SEC |
| 16 July 2026 | 472 | $10.06 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.