Medallion Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 1.11 M | $9.48 M | -1.93% | 4.84% |
| TIETON CAPITAL MANAGEMENT, LLC | 05/08/2026 | 1.03 M | $8.84 M | 5.31% | 4.51% |
| 05/15/2026 | 848.64 K | $7.26 M | 100.00% | 3.71% | |
| SEI INVESTMENTS CO | 05/13/2026 | 490.97 K | $4.20 M | 124.00% | 2.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 413.18 K | $3.54 M | 1.58% | 1.81% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 05/15/2026 | 385.58 K | $3.30 M | 8.31% | 1.68% |
| STATE STREET CORP | 05/15/2026 | 248.51 K | $2.13 M | 2.05% | 1.09% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 214.58 K | $1.84 M | -0.74% | 0.94% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 212.82 K | $1.82 M | -4.04% | 0.93% |
| DE LISLE PARTNERS LLP | 05/13/2026 | 198.71 K | $1.70 M | 10.35% | 0.87% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 187.15 K | $1.60 M | 44.02% | 0.82% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 167.79 K | $1.44 M | 3.40% | 0.73% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 162.88 K | $1.39 M | -8.96% | 0.71% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 158.00 K | $1.35 M | 0.00% | 0.69% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 155.74 K | $1.33 M | -3.71% | 0.68% |
| NORTHERN TRUST CORP | 05/14/2026 | 123.11 K | $1.05 M | 5.67% | 0.54% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 118.32 K | $1.01 M | 0.00% | 0.52% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 107.43 K | $919.59 K | -15.35% | 0.47% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 104.54 K | $894.88 K | 100.00% | 0.46% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 98.75 K | $845.32 K | 153.93% | 0.43% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 96.76 K | $828.28 K | 4.39% | 0.42% |
| 05/08/2026 | 94.03 K | $804.89 K | 100.00% | 0.41% | |
| GABELLI FUNDS LLC | 05/14/2026 | 78.00 K | $667.68 K | 0.00% | 0.34% |
| 04/10/2026 | 71.92 K | $698.70 K | 1,338.07% | 0.32% | |
| SQUAREPOINT OPS LLC | 05/15/2026 | 68.59 K | $587.11 K | 30.65% | 0.30% |
| MORGAN STANLEY | 05/15/2026 | 63.98 K | $547.71 K | -2.25% | 0.28% |
| MARINER, LLC | 05/13/2026 | 59.45 K | $508.88 K | -17.25% | 0.26% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 57.85 K | $495.19 K | 0.00% | 0.25% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 56.69 K | $485.27 K | 10.77% | 0.25% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 55.60 K | $476.00 K | 0.00% | 0.24% |
| 05/14/2026 | 54.50 K | $466.52 K | -1.27% | 0.24% | |
| SOLTIS INVESTMENT ADVISORS LLC | 04/27/2026 | 51.77 K | $443.13 K | 0.01% | 0.23% |
| MARSHALL WACE, LLP | 05/15/2026 | 49.18 K | $421.01 K | 21.00% | 0.21% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 44.92 K | $384.47 K | 19.03% | 0.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 43.31 K | $370.76 K | -8.46% | 0.19% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 38.22 K | $327.00 K | 14.56% | 0.17% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 35.05 K | $300.03 K | 3.24% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 29.63 K | $253.59 K | 0.00% | 0.13% |
| CITADEL ADVISORS LLC | 05/15/2026 | 27.40 K | $234.54 K | -58.17% | 0.12% |
| HSBC HOLDINGS PLC | 04/30/2026 | 24.04 K | $208.93 K | 9.33% | 0.11% |
| JPMORGAN CHASE & CO | 05/13/2026 | 23.52 K | $199.01 K | -40.03% | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 22.14 K | $189.51 K | -46.16% | 0.10% |
| RHUMBLINE ADVISERS | 05/12/2026 | 21.92 K | $187.66 K | -0.86% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 21.88 K | $187.31 K | -32.41% | 0.10% |
| INVESCO LTD. | 05/12/2026 | 21.27 K | $182.10 K | -6.07% | 0.09% |
| NUVEEN, LLC | 04/30/2026 | 18.78 K | $160.77 K | 0.00% | 0.08% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 18.28 K | $156.50 K | 0.00% | 0.08% |
| PDT PARTNERS, LLC | 05/15/2026 | 18.15 K | $155.33 K | 0.00% | 0.08% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 16.02 K | $137.09 K | 0.08% | 0.07% |
| BARCLAYS PLC | 05/15/2026 | 15.38 K | $131.63 K | -59.18% | 0.07% |
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:
BlackRock, Inc.: 1.11 M
Tieton Capital Management, LLC: 1.03 M
SEI INVESTMENTS CO: 490,972
GEODE CAPITAL MANAGEMENT, LLC: 413,184
Uniplan Investment Counsel, Inc.: 385,581
STATE STREET CORP: 248,511
34.94% of Medallion Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 10.57 M shares in the last 24 months. This purchase volume represents approximately $100.27 M in transactions.