Medallion Financial Corp (MFIN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

DECREASED

Shares431,045 from 448,220

Change-17,175 (-4%)

Value$5.1M (+$548.9K)

Filed 2026-11-06

Bank of New York Mellon Corp

UNCHANGED

Shares109,652 from 109,652

Change0 (0%)

Value$1.3M (+$184.2K)

Filed 2026-11-05

Ritholtz Wealth Management

DECREASED

Shares87,439 from 92,532

Change-5,093 (-5%)

Value$1.0M (+$94.9K)

Filed 2026-11-05

LSV Asset Management

INCREASED

Shares77,000 from 66,800

Change+10,200 (+15%)

Value$916 (-$681.1K)

Filed 2026-11-06

Daytona Street Capital LLC

DECREASED

Shares65,667 from 65,767

Change-100 (0%)

Value$782.4K (+$125.4K)

Filed 2026-10-15

MacKenzie Financial Corp

INCREASED

Shares61,794 from 57,574

Change+4,220 (+7%)

Value$734.7K (+$146.9K)

Filed 2026-11-02

Soltis Investment Advisors LLC

INCREASED

Shares49,680 from 45,767

Change+3,913 (+9%)

Value$590.7K (+$123.4K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

NEW

Shares32,774

Change+32,774

Value$390

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares16,055 from 16,055

Change0 (0%)

Value$163.9K ($0)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares15,730 from 14,785

Change+945 (+6%)

Value$187.0K (+$36.1K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares15,136 from 12,206

Change+2,930 (+24%)

Value$180.0K (+$55.3K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares13,964 from 18,921

Change-4,957 (-26%)

Value$166.0K (-$27.2K)

Filed 2026-11-06

D'Orazio & Associates, Inc.

INCREASED

Shares10,999 from 10,653

Change+346 (+3%)

Value$130.8K (+$22.0K)

Filed 2026-11-04

Vise Technologies, Inc.

DECREASED

Shares10,384 from 10,730

Change-346 (-3%)

Value$123.5K (+$13.9K)

Filed 2026-10-29

PNC Financial Services Group, Inc.

INCREASED

Shares6,214 from 876

Change+5,338 (+609%)

Value$73.9K (+$64.9K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares2,041 from 114

Change+1,927 (+1690%)

Value$24.3K (+$23.1K)

Filed 2026-10-08

Investors Research Corp

UNCHANGED

Shares1,800 from 1,800

Change0 (0%)

Value$21.4K (+$3.0K)

Filed 2026-10-07

Citigroup Inc

DECREASED

Shares869 from 7,765

Change-6,896 (-89%)

Value$10.3K (-$68.9K)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares857 from 634

Change+223 (+35%)

Value$10.2K (+$3.7K)

Filed 2026-10-16

Harbor Capital Advisors, Inc.

DECREASED

Shares681 from 709

Change-28 (-4%)

Value$8 (+$1)

Filed 2026-10-22

Financial Consulate, Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$5.9K (+$840)

Filed 2026-10-23

Sterling Capital Management LLC

DECREASED

Shares316 from 340

Change-24 (-7%)

Value$3.8K (+$286)

Filed 2026-10-22

Fifth Third Bancorp

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.4K (+$336)

Filed 2026-11-05

Mather Group, Llc.

NEW

Shares171

Change+171

Value$2.0K

Filed 2026-10-14

Covestor Ltd

INCREASED

Shares117 from 2

Change+115 (+5750%)

Value$1 (+$1)

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares95 from 25

Change+70 (+280%)

Value$1.1K (+$874)

Filed 2026-10-08

SJS Investment Consulting Inc.

INCREASED

Shares57 from 1

Change+56 (+5600%)

Value$678 (+$667)

Filed 2026-10-26

Nisa Investment Advisors, LLC

INCREASED

Shares52 from 29

Change+23 (+79%)

Value$618 (+$322)

Filed 2026-10-20

SBI Securities Co., Ltd.

DECREASED

Shares46 from 605

Change-559 (-92%)

Value$547 (-$5.6K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares46 from 22

Change+24 (+109%)

Value$546 (+$321)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares18

Change+18

Value$214

Filed 2026-10-21

True Wealth Design, LLC

INCREASED

Shares11 from 3

Change+8 (+267%)

Value$131 (+$100)

Filed 2026-10-13

Essential Partners LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$95 (+$13)

Filed 2026-10-14

Key FInancial Inc

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$71 (+$10)

Filed 2026-11-02

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$48 (+$7)

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares1

Change+1

Value$12

Filed 2026-10-30

Clearstead Advisors, LLC

NEW

Shares1

Change+1

Value$12

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 1,219,363

Change-1,219,363 (-100%)

Value—

Tieton Capital Management, LLC

N/A

Shares— from 1,008,564

Change-1,008,564 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 722,282

Change-722,282 (-100%)

Value—

Uniplan Investment Counsel, Inc.

N/A

Shares— from 397,330

Change-397,330 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 250,080

Change-250,080 (-100%)

Value—

State Street Corp

N/A

Shares— from 243,195

Change-243,195 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 217,202

Change-217,202 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 214,575

Change-214,575 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 201,485

Change-201,485 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 198,711

Change-198,711 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 188,901

Change-188,901 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 179,864

Change-179,864 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 158,000

Change-158,000 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 154,235

Change-154,235 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 136,920

Change-136,920 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 118,321

Change-118,321 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 114,133

Change-114,133 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 105,917

Change-105,917 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 80,943

Change-80,943 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 78,555

Change-78,555 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 78,000

Change-78,000 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 67,327

Change-67,327 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 64,831

Change-64,831 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 60,735

Change-60,735 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 60,189

Change-60,189 (-100%)

Value—

Corsair Capital Management, L.P.

N/A

Shares— from 54,849

Change-54,849 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 54,500

Change-54,500 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 48,138

Change-48,138 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 44,504

Change-44,504 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 39,889

Change-39,889 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 36,782

Change-36,782 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 29,625

Change-29,625 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 27,659

Change-27,659 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 26,792

Change-26,792 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 24,608

Change-24,608 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 21,097

Change-21,097 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 20,933

Change-20,933 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 18,593

Change-18,593 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 18,146

Change-18,146 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 17,522

Change-17,522 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 17,034

Change-17,034 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 15,997

Change-15,997 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 14,879

Change-14,879 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 13,908

Change-13,908 (-100%)

Value—

Stephens Inc

N/A

Shares— from 12,200

Change-12,200 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 10,118

Change-10,118 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,776

Change-7,776 (-100%)

Value—

UBS Group AG

N/A

Shares— from 7,202

Change-7,202 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 6,763

Change-6,763 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,495

Change-5,495 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,652

Change-4,652 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,378

Change-3,378 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,327

Change-2,327 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,153

Change-2,153 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,146

Change-2,146 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,100

Change-2,100 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,835

Change-1,835 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,566

Change-1,566 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 228

Change-228 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 174

Change-174 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 128

Change-128 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 46

Change-46 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	431,045	448,220	-17,175	-4%	$4.6M	$5.1M	+$548.9K	2026-11-06
Bank of New York Mellon Corp	UNCHANGED	109,652	109,652	0	0%	$1.1M	$1.3M	+$184.2K	2026-11-05
Ritholtz Wealth Management	DECREASED	87,439	92,532	-5,093	-5%	$944.7K	$1.0M	+$94.9K	2026-11-05
LSV Asset Management	INCREASED	77,000	66,800	+10,200	+15%	$682.0K	$916	-$681.1K	2026-11-06
Daytona Street Capital LLC	DECREASED	65,667	65,767	-100	0%	$657.0K	$782.4K	+$125.4K	2026-10-15
MacKenzie Financial Corp	INCREASED	61,794	57,574	+4,220	+7%	$587.8K	$734.7K	+$146.9K	2026-11-02
Soltis Investment Advisors LLC	INCREASED	49,680	45,767	+3,913	+9%	$467.3K	$590.7K	+$123.4K	2026-10-28
Cambridge Investment Research Advisors, Inc.	NEW	32,774	—	+32,774	—	—	$390	—	2026-11-02
Allworth Financial LP	UNCHANGED	16,055	16,055	0	0%	$163.9K	$163.9K	$0	2026-11-06
Barclays PLC	INCREASED	15,730	14,785	+945	+6%	$151.0K	$187.0K	+$36.1K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	15,136	12,206	+2,930	+24%	$124.6K	$180.0K	+$55.3K	2026-11-06
Deutsche Bank Ag\	DECREASED	13,964	18,921	-4,957	-26%	$193.2K	$166.0K	-$27.2K	2026-11-06
D'Orazio & Associates, Inc.	INCREASED	10,999	10,653	+346	+3%	$108.8K	$130.8K	+$22.0K	2026-11-04
Vise Technologies, Inc.	DECREASED	10,384	10,730	-346	-3%	$109.6K	$123.5K	+$13.9K	2026-10-29
PNC Financial Services Group, Inc.	INCREASED	6,214	876	+5,338	+609%	$8.9K	$73.9K	+$64.9K	2026-11-06
Gamma Investing LLC	INCREASED	2,041	114	+1,927	+1690%	$1.2K	$24.3K	+$23.1K	2026-10-08
Investors Research Corp	UNCHANGED	1,800	1,800	0	0%	$18.4K	$21.4K	+$3.0K	2026-10-07
Citigroup Inc	DECREASED	869	7,765	-6,896	-89%	$79.3K	$10.3K	-$68.9K	2026-11-04
IFP Advisors, Inc	INCREASED	857	634	+223	+35%	$6.5K	$10.2K	+$3.7K	2026-10-16
Harbor Capital Advisors, Inc.	DECREASED	681	709	-28	-4%	$7	$8	+$1	2026-10-22
Financial Consulate, Inc	UNCHANGED	500	500	0	0%	$5.1K	$5.9K	+$840	2026-10-23
Sterling Capital Management LLC	DECREASED	316	340	-24	-7%	$3.5K	$3.8K	+$286	2026-10-22
Fifth Third Bancorp	UNCHANGED	200	200	0	0%	$2.0K	$2.4K	+$336	2026-11-05
Mather Group, Llc.	NEW	171	—	+171	—	—	$2.0K	—	2026-10-14
Covestor Ltd	INCREASED	117	2	+115	+5750%	$0	$1	+$1	2026-10-30
Farther Finance Advisors, LLC	INCREASED	95	25	+70	+280%	$256	$1.1K	+$874	2026-10-08
SJS Investment Consulting Inc.	INCREASED	57	1	+56	+5600%	$11	$678	+$667	2026-10-26
Nisa Investment Advisors, LLC	INCREASED	52	29	+23	+79%	$296	$618	+$322	2026-10-20
SBI Securities Co., Ltd.	DECREASED	46	605	-559	-92%	$6.2K	$547	-$5.6K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	46	22	+24	+109%	$225	$546	+$321	2026-11-04
Root Financial Partners, LLC	NEW	18	—	+18	—	—	$214	—	2026-10-21
True Wealth Design, LLC	INCREASED	11	3	+8	+267%	$31	$131	+$100	2026-10-13
Essential Partners LLC	UNCHANGED	8	8	0	0%	$82	$95	+$13	2026-10-14
Key FInancial Inc	UNCHANGED	6	6	0	0%	$61	$71	+$10	2026-11-02
Caitong International Asset Management Co., Ltd	UNCHANGED	4	4	0	0%	$41	$48	+$7	2026-10-29
Provenance Wealth Advisors, LLC	NEW	1	—	+1	—	—	$12	—	2026-10-30
Clearstead Advisors, LLC	NEW	1	—	+1	—	—	$12	—	2026-11-06
BlackRock, Inc.	N/A	—	1,219,363	-1,219,363	-100%	$12.4M	—	—	—
Tieton Capital Management, LLC	N/A	—	1,008,564	-1,008,564	-100%	$10.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	722,282	-722,282	-100%	$7.4M	—	—	—
Uniplan Investment Counsel, Inc.	N/A	—	397,330	-397,330	-100%	$4.1M	—	—	—
SEI Investments Co	N/A	—	250,080	-250,080	-100%	$2.6M	—	—	—
State Street Corp	N/A	—	243,195	-243,195	-100%	$2.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	217,202	-217,202	-100%	$2.2M	—	—	—
American Century Companies Inc	N/A	—	214,575	-214,575	-100%	$2.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	201,485	-201,485	-100%	$2.1M	—	—	—
De Lisle Partners LLP	N/A	—	198,711	-198,711	-100%	$2.0M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	188,901	-188,901	-100%	$1.9M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	179,864	-179,864	-100%	$1.8M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	158,000	-158,000	-100%	$1.6M	—	—	—
Stifel Financial Corp	N/A	—	154,235	-154,235	-100%	$1.6M	—	—	—
Northern Trust Corp	N/A	—	136,920	-136,920	-100%	$1.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	118,321	-118,321	-100%	$1.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	114,133	-114,133	-100%	$1.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	105,917	-105,917	-100%	$1.1M	—	—	—
Janney Montgomery Scott LLC	N/A	—	80,943	-80,943	-100%	$826.0K	—	—	—
Squarepoint Ops LLC	N/A	—	78,555	-78,555	-100%	$802.0K	—	—	—
Gabelli Funds LLC	N/A	—	78,000	-78,000	-100%	$796.4K	—	—	—
Panagora Asset Management Inc	N/A	—	67,327	-67,327	-100%	$687.4K	—	—	—
Morgan Stanley	N/A	—	64,831	-64,831	-100%	$661.9K	—	—	—
Empowered Funds, LLC	N/A	—	60,735	-60,735	-100%	$620.1K	—	—	—
Mariner, LLC	N/A	—	60,189	-60,189	-100%	$614.5K	—	—	—
Corsair Capital Management, L.P.	N/A	—	54,849	-54,849	-100%	$560.0K	—	—	—
Teton Advisors, LLC	N/A	—	54,500	-54,500	-100%	$556.4K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	48,138	-48,138	-100%	$491.5K	—	—	—
Nuveen, LLC	N/A	—	44,504	-44,504	-100%	$454.4K	—	—	—
Two Sigma Investments, LP	N/A	—	39,889	-39,889	-100%	$407.3K	—	—	—
Trexquant Investment LP	N/A	—	36,782	-36,782	-100%	$375.5K	—	—	—
Raymond James Financial Inc	N/A	—	29,625	-29,625	-100%	$302.5K	—	—	—
Citadel Advisors LLC	N/A	—	27,659	-27,659	-100%	$282.4K	—	—	—
HSBC Holdings PLC	N/A	—	26,792	-26,792	-100%	$273.3K	—	—	—
GSA Capital Partners LLP	N/A	—	24,608	-24,608	-100%	$251.0K	—	—	—
Rhumbline Advisers	N/A	—	21,097	-21,097	-100%	$215.4K	—	—	—
Martingale Asset Management L P	N/A	—	20,933	-20,933	-100%	$213.7K	—	—	—
Bank of America Corp	N/A	—	18,593	-18,593	-100%	$189.8K	—	—	—
PDT Partners, LLC	N/A	—	18,146	-18,146	-100%	$185.3K	—	—	—
AQR Capital Management LLC	N/A	—	17,522	-17,522	-100%	$178.9K	—	—	—
JPMorgan Chase & Co	N/A	—	17,034	-17,034	-100%	$175.5K	—	—	—
Invesco Ltd.	N/A	—	15,997	-15,997	-100%	$163.3K	—	—	—
Wells Fargo & Company	N/A	—	14,879	-14,879	-100%	$151.9K	—	—	—
Price T Rowe Associates Inc	N/A	—	13,908	-13,908	-100%	$143.0K	—	—	—
Stephens Inc	N/A	—	12,200	-12,200	-100%	$124.6K	—	—	—
MetLife Investment Management, LLC	N/A	—	10,118	-10,118	-100%	$103.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,000	-8,000	-100%	$81.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,776	-7,776	-100%	$79.4K	—	—	—
UBS Group AG	N/A	—	7,202	-7,202	-100%	$73.5K	—	—	—
UBS Asset Management Americas LLC	N/A	—	6,763	-6,763	-100%	$69.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,495	-5,495	-100%	$56.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,652	-4,652	-100%	$47.5K	—	—	—
Royal Bank of Canada	N/A	—	3,378	-3,378	-100%	$35.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,327	-2,327	-100%	$23.8K	—	—	—
FMR LLC	N/A	—	2,153	-2,153	-100%	$22.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,146	-2,146	-100%	$21.9K	—	—	—
New York State Common Retirement Fund	N/A	—	2,100	-2,100	-100%	$21.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	2,000	-2,000	-100%	$20.6K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,835	-1,835	-100%	$18.7K	—	—	—
Legal & General Group Plc	N/A	—	1,566	-1,566	-100%	$16.0K	—	—	—
California State Teachers Retirement System	N/A	—	228	-228	-100%	$2.3K	—	—	—
Arax Advisory Partners	N/A	—	174	-174	-100%	$1.8K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	128	-128	-100%	$1.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	46	-46	-100%	$474	—	—	—
Rothschild Investment LLC	N/A	—	14	-14	-100%	$143	—	—	—
Optiver Holding B.V.	N/A	—	2	-2	-100%	$20	—	—	—

Showing 103 of 103 institutions