Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

MEDALLION FINANCIAL CORP

CIK 0001000209MBNKOMFIN· quarter ending 2026-06-30

Shares outstanding

22,960,249

as of 2026-08-04 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

7,928,721

34.5% of shares outstanding

Holders

+3 vs 2026-03-31 · 12 new, 9 exited

Value

$80.9M

shares -0.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-08-04)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	MFIN · NASDAQ	22,960,249	7,928,721	34.5%	98	583928106

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	583928106	COM	98	7,928,721	22,960,249	34.5%	$80.9M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 2 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (98 of 98 · 583928106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	1,219,363	5.31%	$12.4M	+111,398 (+10.1%)
2	Tieton Capital Management, LLC	1,008,564	4.39%	$10.3M	-23,740 (-2.3%)
3	VANGUARD CAPITAL MANAGEMENT LLC	722,282	3.15%	$7.4M	-126,358 (-14.9%)
4	GEODE CAPITAL MANAGEMENT, LLC	448,220	1.95%	$4.6M	+35,036 (+8.5%)
5	Uniplan Investment Counsel, Inc.	397,330	1.73%	$4.1M	+11,749 (+3.0%)
6	SEI INVESTMENTS CO	250,080	1.09%	$2.6M	-240,892 (-49.1%)
7	STATE STREET CORP	243,195	1.06%	$2.5M	-5,316 (-2.1%)
8	GOLDMAN SACHS GROUP INC	217,202	0.95%	$2.2M	+30,056 (+16.1%)
9	AMERICAN CENTURY COMPANIES INC	214,575	0.93%	$2.2M	—
10	Connor, Clark & Lunn Investment Management Ltd.	201,485	0.88%	$2.1M	-11,338 (-5.3%)
11	De Lisle Partners LLP	198,711	0.87%	$2.0M	—
12	BRIDGEWAY CAPITAL MANAGEMENT, LLC	188,901	0.82%	$1.9M	+21,108 (+12.6%)
13	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	179,864	0.78%	$1.8M	+16,980 (+10.4%)
14	GAMCO INVESTORS, INC. ET AL	158,000	0.69%	$1.6M	—
15	STIFEL FINANCIAL CORP	154,235	0.67%	$1.6M	-1,505 (-1.0%)
16	NORTHERN TRUST CORP	136,920	0.60%	$1.4M	+13,810 (+11.2%)
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	118,321	0.52%	$1.2M	—
18	VANGUARD PORTFOLIO MANAGEMENT LLC	114,133	0.50%	$1.2M	+20,104 (+21.4%)
19	Bank of New York Mellon Corp	109,652	0.48%	$1.1M	+2,224 (+2.1%)
20	VANGUARD FIDUCIARY TRUST CO	105,917	0.46%	$1.1M	+1,375 (+1.3%)
21	RITHOLTZ WEALTH MANAGEMENT	92,532	0.40%	$945K	-4,229 (-4.4%)
22	Janney Montgomery Scott LLC	80,943	0.35%	$826K	NEW
23	Squarepoint Ops LLC	78,555	0.34%	$802K	+9,968 (+14.5%)
24	GABELLI FUNDS LLC	78,000	0.34%	$796K	—
25	PANAGORA ASSET MANAGEMENT INC	67,327	0.29%	$687K	+22,412 (+49.9%)
26	LSV ASSET MANAGEMENT	66,800	0.29%	$682K	+11,200 (+20.1%)
27	Daytona Street Capital LLC	65,767	0.29%	$657K	-6,151 (-8.6%)
28	MORGAN STANLEY	64,831	0.28%	$662K	+847 (+1.3%)
29	Empowered Funds, LLC	60,735	0.26%	$620K	+4,045 (+7.1%)
30	Mariner, LLC	60,189	0.26%	$615K	+740 (+1.2%)
31	MACKENZIE FINANCIAL CORP	57,574	0.25%	$588K	NEW
32	CORSAIR CAPITAL MANAGEMENT, L.P.	54,849	0.24%	$560K	-3,000 (-5.2%)
33	Teton Advisors, LLC	54,500	0.24%	$556K	—
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	48,138	0.21%	$491K	+4,825 (+11.1%)
35	Soltis Investment Advisors LLC	45,767	0.20%	$467K	-6,000 (-11.6%)
36	Nuveen, LLC	44,504	0.19%	$454K	+25,723 (+137.0%)
37	TWO SIGMA INVESTMENTS, LP	39,889	0.17%	$407K	-58,863 (-59.6%)
38	Trexquant Investment LP	36,782	0.16%	$376K	NEW
39	RAYMOND JAMES FINANCIAL INC	29,625	0.13%	$302K	—
40	CITADEL ADVISORS LLC	27,659	0.12%	$282K	NEW
41	HSBC HOLDINGS PLC	26,792	0.12%	$273K	+2,749 (+11.4%)
42	GSA CAPITAL PARTNERS LLP	24,608	0.11%	$251K	-13,608 (-35.6%)
43	RHUMBLINE ADVISERS	21,097	0.09%	$215K	-827 (-3.8%)
44	MARTINGALE ASSET MANAGEMENT L P	20,933	0.09%	$214K	-14,117 (-40.3%)
45	DEUTSCHE BANK AG\	18,921	0.08%	$193K	+638 (+3.5%)
46	BANK OF AMERICA CORP /DE/	18,593	0.08%	$190K	-3,289 (-15.0%)
47	PDT Partners, LLC	18,146	0.08%	$185K	—
48	AQR CAPITAL MANAGEMENT LLC	17,522	0.08%	$179K	NEW
49	JPMORGAN CHASE & CO	17,034	0.07%	$175K	-6,490 (-27.6%)
50	Allworth Financial LP	16,055	0.07%	$164K	+40 (+0.2%)
51	Invesco Ltd.	15,997	0.07%	$163K	-5,276 (-24.8%)
52	WELLS FARGO & COMPANY/MN	14,879	0.06%	$152K	+8,032 (+117.3%)
53	BARCLAYS PLC	14,785	0.06%	$151K	-592 (-3.8%)
54	PRICE T ROWE ASSOCIATES INC /MD/	13,908	0.06%	$143K	+788 (+6.0%)
55	Russell Investments Group, Ltd.	12,206	0.05%	$125K	+9,555 (+360.4%)
56	STEPHENS INC /AR/	12,200	0.05%	$125K	+1,000 (+8.9%)
57	Vise Technologies, Inc.	10,730	0.05%	$110K	+467 (+4.6%)
58	D'Orazio & Associates, Inc.	10,653	0.05%	$109K	-618 (-5.5%)
59	MetLife Investment Management, LLC	10,118	0.04%	$103K	NEW
60	OSAIC HOLDINGS, INC.	8,000	0.03%	$82K	—
61	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	7,776	0.03%	$79K	+25 (+0.3%)
62	CITIGROUP INC	7,765	0.03%	$79K	+6,227 (+404.9%)
63	UBS Group AG	7,202	0.03%	$74K	-1,600 (-18.2%)
64	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	6,763	0.03%	$69K	-58 (-0.9%)
65	Vanguard Global Advisers, LLC	5,495	0.02%	$56K	—
66	Police & Firemen's Retirement System of New Jersey	4,652	0.02%	$47K	—
67	ROYAL BANK OF CANADA	3,378	0.01%	$35K	+3,333 (+7406.7%)
68	Tower Research Capital LLC (TRC)	2,327	0.01%	$24K	-3,346 (-59.0%)
69	FMR LLC	2,153	0.01%	$22K	+746 (+53.0%)
70	BNP PARIBAS FINANCIAL MARKETS	2,146	0.01%	$22K	-2,435 (-53.2%)
71	NEW YORK STATE COMMON RETIREMENT FUND	2,100	0.01%	$21K	—
72	Smartleaf Asset Management LLC	2,000	0.01%	$21K	—
73	Ameritas Investment Partners, Inc.	1,835	0.01%	$19K	—
74	Investors Research Corp	1,800	0.01%	$18K	—
75	Legal & General Group Plc	1,566	0.01%	$16K	—
76	PNC Financial Services Group, Inc.	876	0.00%	$9K	-511 (-36.8%)
77	HARBOR CAPITAL ADVISORS, INC.	709	0.00%	$7K	—
78	IFP Advisors, Inc	634	0.00%	$6K	+3 (+0.5%)
79	SBI Securities Co., Ltd.	605	0.00%	$6K	+601 (+15025.0%)
80	FINANCIAL CONSULATE, INC	500	0.00%	$5K	—
81	Sterling Capital Management LLC	340	0.00%	$3K	-198 (-36.8%)
82	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	228	0.00%	$2K	-652 (-74.1%)
83	FIFTH THIRD BANCORP	200	0.00%	$2K	—
84	Arax Advisory Partners	174	0.00%	$2K	NEW
85	Transamerica Financial Advisors, LLC	128	0.00%	$1K	NEW
86	GAMMA Investing LLC	114	0.00%	$1K	-31 (-21.4%)
87	JONES FINANCIAL COMPANIES LLLP	46	0.00%	$474	NEW
88	NISA INVESTMENT ADVISORS, LLC	29	0.00%	$296	—
89	Farther Finance Advisors, LLC	25	0.00%	$256	+24 (+2400.0%)
90	EverSource Wealth Advisors, LLC	22	0.00%	$225	+19 (+633.3%)
91	ROTHSCHILD INVESTMENT LLC	14	0.00%	$143	+8 (+133.3%)
92	Essential Partners LLC	8	0.00%	$82	—
93	Key Financial Inc	6	0.00%	$61	—
94	Caitong International Asset Management Co., Ltd	4	0.00%	$41	NEW
95	True Wealth Design, LLC	3	0.00%	$31	NEW
96	Optiver Holding B.V.	2	0.00%	$20	-184 (-98.9%)
97	Covestor Ltd	2	0.00%	$0	-67 (-97.1%)
98	SJS Investment Consulting Inc.	1	0.00%	$11	NEW

Exited since 2026-03-31 (9 filers; largest 9 shown)

MARSHALL WACE, LLP	−49,184
MILLENNIUM MANAGEMENT LLC	−22,139
JANE STREET GROUP, LLC	−13,910
Engineers Gate Manager LP	−11,105
CWM, LLC	−291
Advisory Services Network, LLC	−30
Root Financial Partners, LLC	−10
MAI Capital Management	−7
Sunbelt Securities, Inc.	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Andrew M. Murstein	SCHEDULE 13G/A	2026-04-06	2026-03-31	2,801,776	11.73%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-24	2025-03-31	1,155,127	5%
Alvin Murstein	SCHEDULE 13D/A	2025-02-18	2025-02-13	1,869,242	8.07%
KORR Acquisitions Group, Inc.	SCHEDULE 13D/A	2025-01-03	2024-12-31	1,150,000	5%
Jonathan Orr	SCHEDULE 13D/A	2025-01-03	2024-12-31	0	0%
David Orr	SCHEDULE 13D/A	2025-01-03	2024-12-31	0	0%
Orr Ken	SCHEDULE 13D/A	2025-01-03	2024-12-31	1,150,000	5%
KORR Value L.P.	SCHEDULE 13D/A	2025-01-03	2024-12-31	1,150,000	5%
HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #3 DTD 05/20/2019	SCHEDULE 13D	2024-12-18	2024-12-10	620	0%
Amster Howard	SCHEDULE 13D	2024-12-18	2024-12-10	1,398,875	6.1%
HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #7 U/A DTD 05/20/2019	SCHEDULE 13D	2024-12-18	2024-12-10	106,439	0.5%
HOWARD AMSTER 2021 CHARITABLE REMAINDER UNITRUST #3 U/A DTD 11/23/2021	SCHEDULE 13D	2024-12-18	2024-12-10	31,535	0.1%
HOWARD AMSTER 2022 CHARITABLE REMAINDER UNITRUST #1 U/A DTD 03/09/2022	SCHEDULE 13D	2024-12-18	2024-12-10	28,777	0.1%
HOWARD AMSTER FOUNDATION	SCHEDULE 13D	2024-12-18	2024-12-10	5,000	0%
AMSTER LIMITED PARTNERSHIP	SCHEDULE 13D	2024-12-18	2024-12-10	85,659	0%
HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #4 U/A DTD 05/20/2019	SCHEDULE 13D	2024-12-18	2024-12-10	17,781	0.1%
HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #2 U/A DTD 05/20/2019	SCHEDULE 13D	2024-12-18	2024-12-10	625	0%
LAUGHLIN HOLDINGS LLC	SCHEDULE 13D	2024-12-18	2024-12-10	116,516	0.1%
NEWAX INC.	SCHEDULE 13D	2024-12-18	2024-12-10	8,528	0%
HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #1 U/A DTD 05/20/2019	SCHEDULE 13D	2024-12-18	2024-12-10	219,353	0.1%
PLEASANT LAKE APARTMENTS CORP	SCHEDULE 13D	2024-12-18	2024-12-10	280	0%
PLEASANT LAKE APARTMENTS LIMITED PARTNERSHIP	SCHEDULE 13D	2024-12-18	2024-12-10	104,849	0.5%
RAMAT SECURITIES LTD LLC	SCHEDULE 13D	2024-12-18	2024-12-10	65,514	0.3%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.