Medallion Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 1.22 M | $12.45 M | 10.05% | 5.26% |
| TIETON CAPITAL MANAGEMENT, LLC | 08/10/2026 | 1.01 M | $10.30 M | -2.30% | 4.35% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 722.28 K | $7.37 M | -14.89% | 3.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 448.22 K | $4.58 M | 8.48% | 1.93% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 08/14/2026 | 397.33 K | $4.06 M | 3.05% | 1.71% |
| SEI INVESTMENTS CO | 08/14/2026 | 250.08 K | $2.55 M | -49.06% | 1.08% |
| STATE STREET CORP | 08/07/2026 | 243.20 K | $2.48 M | -2.14% | 1.05% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 217.20 K | $2.22 M | 16.06% | 0.94% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 214.58 K | $2.19 M | 0.00% | 0.93% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 201.49 K | $2.06 M | -5.33% | 0.87% |
| DE LISLE PARTNERS LLP | 08/12/2026 | 198.71 K | $2.03 M | 0.00% | 0.86% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 188.90 K | $1.93 M | 12.58% | 0.82% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 179.86 K | $1.84 M | 10.42% | 0.78% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 158.00 K | $1.61 M | 0.00% | 0.68% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 154.24 K | $1.57 M | -0.97% | 0.67% |
| NORTHERN TRUST CORP | 08/13/2026 | 136.92 K | $1.40 M | 11.22% | 0.59% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 118.32 K | $1.21 M | 0.00% | 0.51% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 114.13 K | $1.17 M | 21.38% | 0.49% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 109.65 K | $1.12 M | 2.07% | 0.47% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 105.92 K | $1.08 M | 1.32% | 0.46% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 92.53 K | $944.75 K | -4.37% | 0.40% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 80.94 K | $826.00 K | 100.00% | 0.35% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 78.56 K | $802.05 K | 14.53% | 0.34% |
| GABELLI FUNDS LLC | 08/12/2026 | 78.00 K | $796.38 K | 0.00% | 0.34% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 67.33 K | $687.41 K | 49.90% | 0.29% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 66.80 K | $682.00 K | 20.14% | 0.29% |
| DAYTONA STREET CAPITAL LLC | 08/03/2026 | 65.77 K | $657.01 K | -8.55% | 0.28% |
| MORGAN STANLEY | 08/13/2026 | 64.83 K | $661.93 K | 1.32% | 0.28% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 60.74 K | $620.10 K | 7.14% | 0.26% |
| MARINER, LLC | 08/13/2026 | 60.19 K | $614.53 K | 1.24% | 0.26% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 57.57 K | $587.83 K | 100.00% | 0.25% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 54.85 K | $560.01 K | -5.19% | 0.24% |
| TETON ADVISORS, LLC | 08/12/2026 | 54.50 K | $556.45 K | 0.00% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 48.14 K | $491.49 K | 11.14% | 0.21% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 48.14 K | $491.49 K | 100.00% | 0.21% |
| SOLTIS INVESTMENT ADVISORS LLC | 07/31/2026 | 45.77 K | $467.28 K | -11.59% | 0.20% |
| NUVEEN, LLC | 08/11/2026 | 44.50 K | $454.39 K | 136.96% | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 39.89 K | $407.27 K | -59.61% | 0.17% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 36.78 K | $375.54 K | 100.00% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 29.63 K | $302.47 K | 0.00% | 0.13% |
| CITADEL ADVISORS LLC | 09/02/2026 | 27.66 K | $282.40 K | 100.00% | 0.12% |
| HSBC HOLDINGS PLC | 08/14/2026 | 26.79 K | $273.28 K | 11.43% | 0.12% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 24.61 K | $251.00 K | -35.61% | 0.11% |
| RHUMBLINE ADVISERS | 08/12/2026 | 21.10 K | $215.40 K | -3.77% | 0.09% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 20.93 K | $213.73 K | -40.28% | 0.09% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 18.92 K | $193.18 K | 3.49% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 18.59 K | $189.83 K | -15.03% | 0.08% |
| PDT PARTNERS, LLC | 08/14/2026 | 18.15 K | $185.27 K | 0.00% | 0.08% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 17.52 K | $178.90 K | 100.00% | 0.08% |
| JPMORGAN CHASE & CO | 08/12/2026 | 17.03 K | $175.45 K | -27.59% | 0.07% |
Medallion Financial Corp. institutional Ownership - FAQ's
During the previous two years, 142 institutional investors and hedge funds held shares of Medallion Financial Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.22 M
Tieton Capital Management, LLC: 1.01 M
VANGUARD CAPITAL MANAGEMENT LLC: 722,282
GEODE CAPITAL MANAGEMENT, LLC: 448,220
Uniplan Investment Counsel, Inc.: 397,330
SEI INVESTMENTS CO: 250,080
34.42% of Medallion Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 11.65 M shares in the last 24 months. This purchase volume represents approximately $110.61 M in transactions.