Medallion Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.13 M | $11.63 M | 0.75% | 4.94% |
| VANGUARD GROUP INC | 01/29/2026 | 1.07 M | $11.02 M | -1.05% | 4.69% |
| TIETON CAPITAL MANAGEMENT, LLC | 02/10/2026 | 980.24 K | $10.09 M | -0.40% | 4.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 406.75 K | $4.19 M | 1.61% | 1.78% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 02/17/2026 | 355.98 K | $3.66 M | 40.82% | 1.56% |
| STATE STREET CORP | 02/13/2026 | 243.51 K | $2.51 M | 1.02% | 1.07% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 221.77 K | $2.28 M | 0.00% | 0.97% |
| SEI INVESTMENTS CO | 02/13/2026 | 219.18 K | $2.26 M | 100.00% | 0.96% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 216.18 K | $2.22 M | 0.00% | 0.95% |
| DE LISLE PARTNERS LLP | 02/13/2026 | 180.08 K | $1.85 M | 40.40% | 0.79% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 178.91 K | $1.84 M | -3.65% | 0.78% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 162.28 K | $1.67 M | 3.42% | 0.71% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 161.74 K | $1.66 M | -7.86% | 0.71% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 158.00 K | $1.63 M | -1.25% | 0.69% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 129.95 K | $1.34 M | 83.49% | 0.57% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 126.91 K | $1.31 M | -0.99% | 0.56% |
| SEGALL BRYANT & HAMILL, LLC | 02/13/2026 | 120.05 K | $1.24 M | -0.46% | 0.53% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 118.32 K | $1.22 M | 0.00% | 0.52% |
| NORTHERN TRUST CORP | 02/17/2026 | 116.51 K | $1.20 M | -11.69% | 0.51% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 92.70 K | $953.83 K | 10.56% | 0.41% |
| GABELLI FUNDS LLC | 02/05/2026 | 78.00 K | $802.62 K | 0.00% | 0.34% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 76.16 K | $784.00 K | 0.56% | 0.33% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 74.20 K | $763.52 K | -28.03% | 0.32% |
| MARINER, LLC | 02/13/2026 | 71.84 K | $739.21 K | 100.00% | 0.31% |
| CITADEL ADVISORS LLC | 02/17/2026 | 65.50 K | $674.00 K | 33.13% | 0.29% |
| MORGAN STANLEY | 02/13/2026 | 65.46 K | $673.55 K | 10.46% | 0.29% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 57.85 K | $595.27 K | -0.02% | 0.25% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 55.60 K | $572.00 K | 0.00% | 0.24% |
| 02/05/2026 | 55.20 K | $568.01 K | -8.00% | 0.24% | |
| SQUAREPOINT OPS LLC | 02/13/2026 | 52.50 K | $540.20 K | -8.91% | 0.23% |
| SOLTIS INVESTMENT ADVISORS LLC | 04/02/2026 | 51.76 K | $532.63 K | 0.00% | 0.23% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 51.18 K | $526.64 K | 11.73% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 47.32 K | $486.90 K | 0.04% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 41.12 K | $423.14 K | -5.53% | 0.18% |
| MARSHALL WACE, LLP | 02/13/2026 | 40.65 K | $418.27 K | -45.54% | 0.18% |
| JPMORGAN CHASE & CO | 02/11/2026 | 39.23 K | $403.64 K | 485.38% | 0.17% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 38.89 K | $400.18 K | -55.11% | 0.17% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 37.73 K | $388.28 K | 53.52% | 0.17% |
| BARCLAYS PLC | 02/13/2026 | 37.67 K | $387.65 K | 5.12% | 0.16% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 33.95 K | $349.35 K | 102.71% | 0.15% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 33.36 K | $343.00 K | -25.52% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 32.38 K | $333.15 K | 23.02% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 32.30 K | $332.37 K | -52.78% | 0.14% |
| WINTON GROUP LTD | 02/11/2026 | 29.71 K | $305.68 K | -2.88% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 29.63 K | $304.84 K | 0.00% | 0.13% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/10/2026 | 28.50 K | $293.27 K | 0.00% | 0.12% |
| INVESCO LTD. | 02/19/2026 | 22.65 K | $233.04 K | -12.65% | 0.10% |
| JANE STREET GROUP, LLC | 02/12/2026 | 22.30 K | $229.47 K | 10.95% | 0.10% |
| RHUMBLINE ADVISERS | 02/13/2026 | 22.11 K | $227.55 K | -11.85% | 0.10% |
| HSBC HOLDINGS PLC | 03/20/2026 | 21.99 K | $225.41 K | 0.00% | 0.10% |
Medallion Financial Corp. institutional Ownership - FAQ's
During the previous two years, 135 institutional investors and hedge funds held shares of Medallion Financial Corp.. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 107,428
RITHOLTZ WEALTH MANAGEMENT: 96,761
Soltis Investment Advisors LLC: 51,767
HSBC HOLDINGS PLC: 24,043
Nuveen, LLC: 18,781
STEPHENS INC /AR/: 11,200
34.37% of Medallion Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 10.35 M shares in the last 24 months. This purchase volume represents approximately $98.23 M in transactions.