MFIN — MEDALLION FINANCIAL CORP
Reported value held$38.58M
Funds holding (latest)28
SectorFinancials
Funds holding (Q2 2026)22
Institutional value$26.07M · 2.57M sh
New / Add / Cut / Exit2 / 13 / 5 / 2
Top-5 / Top-10 concentration83.8% / 95.2%
Institutional holdings change
Accumulating +4.4%
(+108.58K sh)
Institutional value change
Up +24.5%
As of Q2 2026, 22 SEC-registered investment managers reported holding MFIN (MEDALLION FINANCIAL CORP) in their latest 13F filings, with a combined reported value of $26.07M across 2.57M shares. That is +4.4% by share count (+108.58K shares) versus the previous quarter, while reported value moved +24.5%. Ownership is concentrated: the five largest holders account for 83.8% of reported value and the top ten for 95.2%.
Compared with the prior quarter, 2 opened new positions, 13 added to existing stakes, 5 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MFIN is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.22M | $12.45M | 0.00% | Add |
| Geode Capital Management history | 448.22K | $4.58M | 0.00% | Add |
| Goldman Sachs Group history | 217.20K | $2.22M | 0.00% | Add |
| Northern Trust Corp history | 136.92K | $1.40M | 0.00% | Add |
| Arrowstreet Capital history | 118.32K | $1.21M | 0.00% | Hold |
| BNY Mellon history | 109.65K | $1.12M | 0.00% | Add |
| Morgan Stanley history | 64.83K | $661.93K | 0.00% | Add |
| Charles Schwab Investment Management history | 48.14K | $491.49K | 0.00% | Add |
| Two Sigma Investments history | 39.89K | $407.27K | 0.00% | Reduce |
| Citadel Advisors history | 27.66K | $282.40K | 0.00% | Add |
| Deutsche Bank AG history | 18.92K | $193.18K | 0.00% | Add |
| Bank of America Corp history | 18.59K | $189.83K | 0.00% | Reduce |
| AQR Capital Management history | 17.52K | $178.90K | 0.00% | New |
| JPMorgan Chase & Co history | 17.03K | $175.45K | 0.00% | New |
| Invesco Ltd history | 16.00K | $163.33K | 0.00% | Reduce |
| Wells Fargo & Co history | 14.88K | $151.91K | 0.00% | Add |
| Citigroup Inc history | 7.76K | $79.28K | 0.00% | Add |
| UBS Group AG history | 7.20K | $73.53K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.15K | $21.98K | 0.00% | Add |
| Legal & General Investment Management America history | 1.57K | $15.99K | 0.00% | Hold |
| PNC Financial Services history | 876 | $8.94K | 0.00% | Reduce |
| T. Rowe Price Associates history | 13.91K | $143 | 0.00% | Add |
Q1 2026 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.11M | $9.48M | 0.00% | Reduce |
| Geode Capital Management history | 413.18K | $3.54M | 0.00% | Add |
| Goldman Sachs Group history | 187.15K | $1.60M | 0.00% | Add |
| Northern Trust Corp history | 123.11K | $1.05M | 0.00% | Add |
| Arrowstreet Capital history | 118.32K | $1.01M | 0.00% | Hold |
| BNY Mellon history | 107.43K | $919.59K | 0.00% | Reduce |
| Two Sigma Investments history | 98.75K | $845.32K | 0.00% | Add |
| Morgan Stanley history | 63.98K | $547.71K | 0.00% | Reduce |
| Marshall Wace history | 49.18K | $421.01K | 0.00% | Add |
| Charles Schwab Investment Management history | 43.31K | $370.76K | 0.00% | Reduce |
| Citadel Advisors history | 27.40K | $234.54K | 0.00% | Reduce |
| Millennium Management history | 22.14K | $189.51K | 0.00% | Reduce |
| Bank of America Corp history | 21.88K | $187.31K | 0.00% | Reduce |
| Invesco Ltd history | 21.27K | $182.10K | 0.00% | Reduce |
| Deutsche Bank AG history | 18.28K | $156.50K | 0.00% | Hold |
| UBS Group AG history | 8.80K | $75.34K | 0.00% | Reduce |
| Wells Fargo & Co history | 6.85K | $58.61K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.57K | $13.40K | 0.00% | Hold |
| Citigroup Inc history | 1.54K | $13.16K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.41K | $12.04K | 0.00% | Add |
| PNC Financial Services history | 1.39K | $11.87K | 0.00% | Add |
| T. Rowe Price Associates history | 13.12K | $113 | 0.00% | New |
Q4 2025 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.13M | $11.63M | 0.00% | Add |
| Vanguard Group history | 1.07M | $11.02M | 0.00% | Reduce |
| Geode Capital Management history | 406.75K | $4.19M | 0.00% | Add |
| Goldman Sachs Group history | 129.95K | $1.34M | 0.00% | Add |
| BNY Mellon history | 126.91K | $1.31M | 0.00% | Reduce |
| Arrowstreet Capital history | 118.32K | $1.22M | 0.00% | Hold |
| Northern Trust Corp history | 116.51K | $1.20M | 0.00% | Reduce |
| Citadel Advisors history | 65.50K | $674.00K | 0.00% | Add |
| Morgan Stanley history | 65.46K | $673.55K | 0.00% | Add |
| Charles Schwab Investment Management history | 47.32K | $486.90K | 0.00% | Hold |
| Millennium Management history | 41.12K | $423.13K | 0.00% | Reduce |
| Marshall Wace history | 40.65K | $418.27K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 39.23K | $403.64K | 0.00% | Add |
| Two Sigma Investments history | 38.89K | $400.18K | 0.00% | Reduce |
| Bank of America Corp history | 32.38K | $333.15K | 0.00% | Add |
| Invesco Ltd history | 22.65K | $233.04K | 0.00% | Reduce |
| Wells Fargo & Co history | 18.93K | $194.84K | 0.00% | Add |
| Deutsche Bank AG history | 18.28K | $188.13K | 0.00% | New |
| UBS Group AG history | 16.13K | $165.99K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.57K | $16.11K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 825 | $8.49K | 0.00% | Add |
| Citigroup Inc history | 369 | $3.80K | 0.00% | Reduce |
| PNC Financial Services history | 292 | $3.00K | 0.00% | New |
Q3 2025 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.12M | $11.33M | 0.00% | Reduce |
| Vanguard Group history | 1.08M | $10.93M | 0.00% | Hold |
| Geode Capital Management history | 400.30K | $4.04M | 0.00% | Reduce |
| Northern Trust Corp history | 131.93K | $1.33M | 0.00% | Add |
| BNY Mellon history | 128.18K | $1.29M | 0.00% | Add |
| Arrowstreet Capital history | 118.32K | $1.20M | 0.00% | Hold |
| Two Sigma Investments history | 86.63K | $875.00K | 0.00% | Add |
| Marshall Wace history | 74.64K | $753.89K | 0.00% | Add |
| Goldman Sachs Group history | 70.82K | $715.27K | 0.00% | Add |
| Citadel Advisors history | 64.30K | $649.43K | 0.00% | Add |
| Morgan Stanley history | 59.26K | $598.50K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 47.30K | $477.70K | 0.00% | Hold |
| Millennium Management history | 43.53K | $439.63K | 0.00% | Add |
| Bank of America Corp history | 26.32K | $265.81K | 0.00% | Add |
| Invesco Ltd history | 25.93K | $261.86K | 0.00% | Reduce |
| UBS Group AG history | 18.94K | $191.25K | 0.00% | Reduce |
| Wells Fargo & Co history | 13.17K | $133.02K | 0.00% | Add |
| JPMorgan Chase & Co history | 6.70K | $67.68K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.57K | $15.82K | 0.00% | Hold |
| Citigroup Inc history | 626 | $6.32K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 518 | $5.23K | 0.00% | Hold |
Q2 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.21M | $11.55M | 0.00% | Reduce |
| Vanguard Group history | 1.08M | $10.30M | 0.00% | Reduce |
| Geode Capital Management history | 408.70K | $3.90M | 0.00% | Reduce |
| Northern Trust Corp history | 129.04K | $1.23M | 0.00% | Reduce |
| BNY Mellon history | 126.04K | $1.20M | 0.00% | Hold |
| Arrowstreet Capital history | 118.32K | $1.13M | 0.00% | Add |
| Morgan Stanley history | 67.04K | $638.86K | 0.00% | Add |
| Two Sigma Investments history | 60.54K | $576.98K | 0.00% | Reduce |
| Marshall Wace history | 59.69K | $568.85K | 0.00% | Reduce |
| Citadel Advisors history | 52.40K | $499.37K | 0.00% | Add |
| Charles Schwab Investment Management history | 47.30K | $450.74K | 0.00% | Reduce |
| Millennium Management history | 34.96K | $333.20K | 0.00% | Reduce |
| Invesco Ltd history | 32.67K | $311.39K | 0.00% | Reduce |
| Bank of America Corp history | 25.21K | $240.21K | 0.00% | Add |
| UBS Group AG history | 21.42K | $204.13K | 0.00% | Add |
| Deutsche Bank AG history | 21.04K | $200.47K | 0.00% | Add |
| Goldman Sachs Group history | 16.48K | $157.01K | 0.00% | Reduce |
| Wells Fargo & Co history | 11.14K | $106.14K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 7.69K | $73.25K | 0.00% | Reduce |
| Citigroup Inc history | 5.90K | $56.19K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.57K | $14.92K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 519 | $4.94K | 0.00% | Reduce |
Q1 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.28M | $11.11M | 0.00% | Add |
| Vanguard Group history | 1.09M | $9.49M | 0.00% | Hold |
| Geode Capital Management history | 428.08K | $3.73M | 0.00% | Add |
| Northern Trust Corp history | 144.24K | $1.26M | 0.00% | Reduce |
| BNY Mellon history | 126.62K | $1.10M | 0.00% | Add |
| Arrowstreet Capital history | 103.76K | $903.78K | 0.00% | Add |
| Two Sigma Investments history | 86.63K | $754.58K | 0.00% | Reduce |
| Marshall Wace history | 83.49K | $727.23K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 50.77K | $442.16K | 0.00% | Hold |
| Citadel Advisors history | 49.91K | $434.75K | 0.00% | Reduce |
| Morgan Stanley history | 48.82K | $425.24K | 0.00% | Reduce |
| Millennium Management history | 41.67K | $362.94K | 0.00% | Add |
| Invesco Ltd history | 39.99K | $348.29K | 0.00% | Reduce |
| Goldman Sachs Group history | 39.01K | $339.81K | 0.00% | Reduce |
| Bank of America Corp history | 21.91K | $190.85K | 0.00% | Reduce |
| UBS Group AG history | 18.55K | $161.54K | 0.00% | Reduce |
| Citigroup Inc history | 13.25K | $115.42K | 0.00% | Reduce |
| Wells Fargo & Co history | 11.80K | $102.78K | 0.00% | Add |
| JPMorgan Chase & Co history | 9.12K | $79.48K | 0.00% | Add |
| Deutsche Bank AG history | 6.64K | $57.83K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.57K | $13.64K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 559 | $4.87K | 0.00% | Reduce |
New Positions (Q2 2026)
- AQR Capital Management 17.52K sh · $178.90K
- JPMorgan Chase & Co 17.03K sh · $175.45K
Fully Exited (vs previous quarter)
- Marshall Wace sold 49.18K sh · $421.01K
- Millennium Management sold 22.14K sh · $189.51K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 1.22M | 1.11M | 1.13M | 1.12M | 1.21M | 1.28M | 1.25M | 1.21M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 448.22K | 413.18K | 406.75K | 400.30K | 408.70K | 428.08K | 419.22K | 416.96K | 407.11K | 176.06K | 181.38K | 173.09K | 186.09K | 198.28K | 198.05K | 197.88K | 198.28K | 185.45K | 151.23K | 150.11K |
| Goldman Sachs Group | 217.20K | 187.15K | 129.95K | 70.82K | 16.48K | 39.01K | 66.60K | 66.09K | 19.06K | 133.84K | 24.50K | 19.31K | 18.91K | 25.98K | — | — | 26.21K | 12.80K | — | 32.83K |
| Northern Trust Corp | 136.92K | 123.11K | 116.51K | 131.93K | 129.04K | 144.24K | 148.67K | 142.11K | 40.02K | 34.05K | 34.38K | 32.88K | 35.84K | 34.79K | 34.89K | 34.55K | 36.30K | 36.83K | 38.35K | 38.11K |
| Arrowstreet Capital | 118.32K | 118.32K | 118.32K | 118.32K | 118.32K | 103.76K | 93.43K | — | 40.53K | 134.02K | 114.50K | 114.50K | 67.64K | 68.64K | 58.15K | 58.15K | 59.77K | 64.83K | 30.12K | 23.20K |
| BNY Mellon | 109.65K | 107.43K | 126.91K | 128.18K | 126.04K | 126.62K | 125.37K | 125.79K | 140.79K | 87.94K | 39.75K | 39.75K | 39.75K | 39.75K | 39.75K | 39.75K | 39.75K | 39.75K | 40.26K | 31.44K |
| Morgan Stanley | 64.83K | 63.98K | 65.46K | 59.26K | 67.04K | 48.82K | 63.40K | 62.96K | 31.75K | 40.28K | 25.62K | 12.73K | 12.59K | 34.08K | 22.45K | 13.95K | 25.02K | 16.21K | 13.27K | 13.84K |
| Charles Schwab Investment Management | 48.14K | 43.31K | 47.32K | 47.30K | 47.30K | 50.77K | 50.77K | 50.77K | 50.77K | — | — | — | — | — | 10.49K | 10.49K | 10.49K | 10.49K | 10.49K | 10.49K |
| Two Sigma Investments | 39.89K | 98.75K | 38.89K | 86.63K | 60.54K | 86.63K | 98.80K | 91.56K | 125.89K | 110.29K | 97.86K | 120.65K | 21.72K | 10.35K | 14.45K | 38.66K | 30.38K | 36.70K | — | — |
| Citadel Advisors | 27.66K | 27.40K | 65.50K | 64.30K | 52.40K | 49.91K | 103.90K | 101.43K | 118.87K | 127.99K | 101.90K | 147.23K | 58.30K | 20.68K | 14.00K | 51.08K | 108.30K | 126.37K | 96.90K | 10.00K |
| Deutsche Bank AG | 18.92K | 18.28K | 18.28K | — | 21.04K | 6.64K | 9.84K | — | — | 273.15K | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 18.59K | 21.88K | 32.38K | 26.32K | 25.21K | 21.91K | 29.64K | 26.59K | 27.55K | 31.31K | 38.16K | 2.17K | 2.13K | 51.49K | 2.13K | 3.21K | 3.19K | 3.17K | 3.22K | 3.44K |
| AQR Capital Management | 17.52K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 17.03K | — | 39.23K | 6.70K | 7.69K | 9.12K | 8.51K | 8.21K | 8.06K | 46.83K | 38.83K | 20.75K | 22.09K | 13.57K | 21.17K | 26.29K | 36.38K | 32.20K | 16.04K | 9.22K |
| Invesco Ltd | 16.00K | 21.27K | 22.65K | 25.93K | 32.67K | 39.99K | 46.04K | 45.58K | 90.86K | 36.87K | — | — | — | — | 47.53K | 47.77K | 50.43K | 224.60K | — | — |
| Wells Fargo & Co | 14.88K | 6.85K | 18.93K | 13.17K | 11.14K | 11.80K | 11.55K | 9.30K | 8.93K | 824 | 827 | 820 | 833 | 826 | 823 | 827 | 839 | 825 | 824 | 824 |
| Citigroup Inc | 7.76K | 1.54K | 369 | 626 | 5.90K | 13.25K | 14.66K | 14.05K | 4.20K | 99.71K | 70.30K | 53.44K | — | 38.97K | — | — | — | 28.06K | — | — |
| UBS Group AG | 7.20K | 8.80K | 16.13K | 18.94K | 21.42K | 18.55K | 49.66K | 20.81K | 17.38K | 5.91K | 6.33K | 5.83K | 5.77K | 8.09K | 1.55K | 2.62K | 400 | 1.20K | 2.97K | 400 |
| Fidelity Management & Research (FMR) | 2.15K | 1.41K | 825 | 518 | 519 | 559 | 981 | 1.29K | 240 | 240 | 240 | 240 | 240 | 253 | 246 | 240 | 240 | 240 | — | — |
| Legal & General Investment Management America | 1.57K | 1.57K | 1.57K | 1.57K | 1.57K | 1.57K | 1.57K | 1.57K | 1.57K | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details