13FBOX
MEDALLION FINANCIAL CORP COM · 13F Institutional Holdings
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MEDALLION FINANCIAL CORP COM

MFIN
Institutions
99
Combined AUM (Q2 2026)
$80.9M
Combined Shares (Q2 2026)
7.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+587,063
49 · 14 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-637,970
38 · 10 Exit · ≈
⚖️ Net
-50,907
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$80.9M
Institutions
99
New Buys
14
Adds
35
Reduces
28
Exits
10
Unchanged
22
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#45$12.4M1.2M$9.5M1.1M+111,398+10.05%Add
Tieton Capital Management, LLC
2.96%2.97%#1$10.3M1.0M$8.8M1.0M-23,740-2.30%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#49$7.4M722,282$7.3M848,640-126,358-14.89%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#42$4.6M448,220$3.5M413,184+35,036+8.48%Add
Uniplan Investment Counsel, Inc.
0.31%0.34%#4$4.1M397,330$3.3M385,581+11,749+3.05%Add
SEI INVESTMENTS CO
<0.01%<0.01%#20$2.6M250,080$4.2M490,972-240,892-49.06%Reduce
STATE STREET CORP
<0.01%<0.01%#59$2.5M243,195$2.1M248,511-5,316-2.14%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#44$2.2M217,202$1.6M187,146+30,056+16.06%Add
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#28$2.2M214,575$1.8M214,57500.00%Unchanged
Connor, Clark & Lunn Investment Management Ltd.
<0.01%<0.01%#17$2.1M201,485$1.8M212,823-11,338-5.33%Reduce
De Lisle Partners LLP
0.22%0.2%#5$2.0M198,711$1.7M198,71100.00%Unchanged
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.03%0.03%#7$1.9M188,901$1.4M167,793+21,108+12.58%Add
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.01%0.01%#14$1.8M179,864$1.4M162,884+16,980+10.42%Add
GAMCO INVESTORS, INC. ET AL
0.01%0.01%#10$1.6M158,000$1.4M158,00000.00%Unchanged
STIFEL FINANCIAL CORP
<0.01%<0.01%#25$1.6M154,235$1.3M155,740-1,505-0.97%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#47$1.4M136,920$1.1M123,110+13,810+11.22%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#36$1.2M118,321$1.0M118,32100.00%Unchanged
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#64$1.2M114,133$804,88894,029+20,104+21.38%Add
Bank of New York Mellon Corp
<0.01%<0.01%#46$1.1M109,652$919,586107,428+2,224+2.07%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#43$1.1M105,917$894,880104,542+1,375+1.32%Add
RITHOLTZ WEALTH MANAGEMENT
0.01%0.01%#11$944,74792,532$828,27896,761-4,229-4.37%Reduce
Janney Montgomery Scott LLC
<0.01%#23$826,42880,943$00+80,943New Buy
Squarepoint Ops LLC
<0.01%<0.01%#29$802,04778,555$587,10568,587+9,968+14.53%Add
GABELLI FUNDS LLC
0.01%<0.01%#15$796,38078,000$667,68078,00000.00%Unchanged
PANAGORA ASSET MANAGEMENT INC
<0.01%<0.01%#22$687,40967,327$384,47244,915+22,412+49.90%Add
LSV ASSET MANAGEMENT
<0.01%<0.01%#27$682,02866,800$476,00055,600+11,200+20.14%Add
MORGAN STANLEY
<0.01%<0.01%#67$661,92864,831$598,49659,257+5,574+9.41%Add
Daytona Street Capital LLC
0.48%0.54%#2$657,01265,767$698,69671,918-6,151-8.55%Reduce
Empowered Funds, LLC
<0.01%<0.01%#19$620,10460,735$485,26656,690+4,045+7.14%Add
Mariner, LLC
<0.01%<0.01%#32$614,52860,189$508,88259,449+740+1.24%Add
MACKENZIE FINANCIAL CORP
<0.01%#34$587,83157,574$00+57,574New Buy
CORSAIR CAPITAL MANAGEMENT, L.P.
0.07%0.07%#6$560,00854,849$495,18757,849-3,000-5.19%Reduce
Teton Advisors, LLC
0.32%0.33%#3$556,44554,500$466,52054,50000.00%Unchanged
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#60$491,48948,138$370,75943,313+4,825+11.14%Add
Soltis Investment Advisors LLC
0.03%0.03%#8$467,28145,767$443,12651,767-6,000-11.59%Reduce
Nuveen, LLC
<0.01%<0.01%#54$454,38644,504$160,76518,781+25,723+136.96%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#41$407,26739,889$845,31798,752-58,863-59.61%Reduce
Trexquant Investment LP
<0.01%#21$375,54436,782$00+36,782New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#58$302,47129,625$253,59029,62500.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#68$282,39827,659$234,54427,400+259+0.95%Add
HSBC HOLDINGS PLC
<0.01%<0.01%#52$273,27826,792$208,93424,043+2,749+11.43%Add
GSA CAPITAL PARTNERS LLP
0.02%0.02%#9$251,24824,608$327,00038,216-13,608-35.61%Reduce
RHUMBLINE ADVISERS
<0.01%<0.01%#48$215,39521,097$187,66221,924-827-3.77%Reduce
MARTINGALE ASSET MANAGEMENT L P
0.01%0.01%#16$213,72620,933$300,02835,050-14,117-40.28%Reduce
DEUTSCHE BANK AG\
<0.01%<0.01%#63$193,18318,921$156,50218,283+638+3.49%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#77$189,83418,593$187,31021,882-3,289-15.03%Reduce
PDT Partners, LLC
0.01%0.01%#13$185,27118,146$155,33018,14600.00%Unchanged
AQR CAPITAL MANAGEMENT LLC
<0.01%#61$178,90017,522$00+17,522New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#82$175,45017,034$199,01323,524-6,490-27.59%Reduce
Allworth Financial LP
<0.01%<0.01%#30$163,92216,055$137,08916,015+40+0.25%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow