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Medallion Financial Corp (MFIN)

CUSIP: 583928106 | NYSE | Financial Services · Credit Services | Micro Cap | 369 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Bank of New York Mellon Corp109,652
0.0% of portfolio›$1.3M
Ritholtz Wealth Management87,439
0.0% of portfolio›$1.0M
Daytona Street Capital LLC65,667
0.6% of portfolio›$782.4K
MacKenzie Financial Corp61,794
0.0% of portfolio›$734.7K
Soltis Investment Advisors LLC49,680
0.0% of portfolio›$590.7K
Cambridge Investment Research Advisors, Inc.32,774
0.0% of portfolio›$390
D'Orazio & Associates, Inc.10,999
0.0% of portfolio›$130.8K
Vise Technologies, Inc.10,384
0.0% of portfolio›$123.5K
Gamma Investing LLC2,041
0.0% of portfolio›$24.3K
Investors Research Corp1,800
0.0% of portfolio›$21.4K
Citigroup Inc869
0.0% of portfolio›$10.3K
IFP Advisors, Inc857
0.0% of portfolio›$10.2K
Harbor Capital Advisors, Inc.681
0.0% of portfolio›$8
Financial Consulate, Inc500
0.0% of portfolio›$5.9K
Sterling Capital Management LLC316
0.0% of portfolio›$3.8K
Fifth Third Bancorp200
0.0% of portfolio›$2.4K
Mather Group, Llc.171
0.0% of portfolio›$2.0K
Covestor Ltd117
0.0% of portfolio›$1
Farther Finance Advisors, LLC95
0.0% of portfolio›$1.1K
SJS Investment Consulting Inc.57
0.0% of portfolio›$678
Nisa Investment Advisors, LLC52
0.0% of portfolio›$618
EverSource Wealth Advisors, LLC46
0.0% of portfolio›$546
SBI Securities Co., Ltd.46
0.0% of portfolio›$547
Root Financial Partners, LLC18
0.0% of portfolio›$214
True Wealth Design, LLC11
0.0% of portfolio›$131
Essential Partners LLC8
0.0% of portfolio›$95
Key FInancial Inc6
0.0% of portfolio›$71
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$48
Provenance Wealth Advisors, LLC1
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
109,652$1.3M0.0%CoreLowNew York, NY2026-11-05
Ritholtz Wealth Management
87,439$1.0M0.0%IndexLowNew York, NY2026-11-05
Daytona Street Capital LLC
65,667$782.4K0.6%Deep ValueMediumSaint Louis, MO2026-10-15
MacKenzie Financial Corp
61,794$734.7K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Soltis Investment Advisors LLC
49,680$590.7K0.0%CoreMediumSt. George, UT2026-10-28
Cambridge Investment Research Advisors, Inc.
32,774$3900.0%ETFLowFairfield, IA2026-11-02
D'Orazio & Associates, Inc.
10,999$130.8K0.0%ETFLowVienna, VA2026-11-04
Vise Technologies, Inc.
10,384$123.5K0.0%IndexLowNew York, NY2026-10-29
Gamma Investing LLC
2,041$24.3K0.0%IndexVery LowFoster City, CA2026-10-08
Investors Research Corp
1,800$21.4K0.0%ETFLowAtlanta, GA2026-10-07
Citigroup Inc
869$10.3K0.0%CoreMediumNew York, NY2026-11-04
IFP Advisors, Inc
857$10.2K0.0%GrowthLowTampa, FL2026-10-16
Harbor Capital Advisors, Inc.
681$80.0%ValueHighChicago, IL2026-10-22
Financial Consulate, Inc
500$5.9K0.0%ETFLowHunt Valley, MD2026-10-23
Sterling Capital Management LLC
316$3.8K0.0%GARPMediumCharlotte, NC2026-10-22
Fifth Third Bancorp
200$2.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Mather Group, Llc.
171$2.0K0.0%ETFMediumChicago, IL2026-10-14
Covestor Ltd
117$10.0%ValueHighLondon, United Kingdom2026-10-30
Farther Finance Advisors, LLC
95$1.1K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
57$6780.0%ETFVery LowSylvania, OH2026-10-26
Nisa Investment Advisors, LLC
52$6180.0%IndexVery LowSt. Louis, MO2026-10-20
EverSource Wealth Advisors, LLC
46$5460.0%CoreMediumBirmingham, AL2026-11-04
SBI Securities Co., Ltd.
46$5470.0%Agg GrowthLowTokyo, Mexico2026-10-22
Root Financial Partners, LLC
18$2140.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
11$1310.0%ETFMediumAkron, OH2026-10-13
Essential Partners LLC
8$950.0%ValueMediumRancho Santa Fe, CA2026-10-14
Key FInancial Inc
6$710.0%ETFLowWest Chester, PA2026-11-02
Caitong International Asset Management Co., Ltd
4$480.0%GrowthVery HighHong Kong, South Korea2026-10-29
Provenance Wealth Advisors, LLC
1$120.0%ETFLowFort Lauderdale, FL2026-10-30