MEDALLION FINANCIAL CORP - Common Stock (MFIN) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MFIN on Nasdaq
Shares outstanding
23,102,540
Price per share
$10.29
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,781,840
Total reported value
$80,146,820
% of total 13F portfolios
0%
Share change
+380,251
Value change
+$3,922,836
Number of holders
95
Price from insider filings
$10.29
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MEDALLION FINANCIAL CORP - Common Stock (MFIN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MURSTEIN ANDREW 11% $22,621,642 2,564,812 Andrew M. Murstein 31 Dec 2024
MURSTEIN ALVIN 8.1% $16,486,714 1,869,242 Alvin Murstein 13 Feb 2025
Amster Howard 6.1% $12,338,078 1,398,875 Amster Howard 10 Dec 2024
BlackRock, Inc. 5% $10,188,220 1,155,127 BlackRock, Inc. 31 Mar 2025
KORR Value L.P. 5% $10,143,000 1,150,000 KORR Value L.P. 31 Dec 2024

As of 31 Dec 2025, 95 institutional investors reported holding 7,781,840 shares of MEDALLION FINANCIAL CORP - Common Stock (MFIN). This represents 34% of the company’s total 23,102,540 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MEDALLION FINANCIAL CORP - Common Stock (MFIN) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 4.9% 1,129,754 +0.75% 0% $11,625,168
VANGUARD GROUP INC 4.6% 1,071,144 -1.1% 0% $11,022,072
Tieton Capital Management, LLC 4.2% 980,241 -0.4% 3.5% $10,087,000
GEODE CAPITAL MANAGEMENT, LLC 1.8% 406,754 +1.6% 0% $4,185,958
Uniplan Investment Counsel, Inc. 1.5% 355,984 +41% 0.37% $3,663,082
STATE STREET CORP 1.1% 243,509 +1% 0% $2,505,708
Connor, Clark & Lunn Investment Management Ltd. 0.96% 221,774 0% 0.01% $2,282,054
SEI INVESTMENTS CO 0.95% 219,183 0% $2,255,389
AMERICAN CENTURY COMPANIES INC 0.94% 216,175 0% 0% $2,224,441
De Lisle Partners LLP 0.78% 180,079 +40% 0.24% $1,850,637
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.77% 178,914 -3.7% 0.01% $1,841,025
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.7% 162,283 +3.4% 0.03% $1,669,892
STIFEL FINANCIAL CORP 0.7% 161,737 -7.9% 0% $1,664,287
GAMCO INVESTORS, INC. ET AL 0.68% 158,000 -1.2% 0.02% $1,625,820
GOLDMAN SACHS GROUP INC 0.56% 129,949 +83% 0% $1,337,175
Bank of New York Mellon Corp 0.55% 126,913 -0.99% 0% $1,305,935
SEGALL BRYANT & HAMILL, LLC 0.52% 120,046 -0.46% 0.02% $1,235,273
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.51% 118,321 0% 0% $1,217,523
NORTHERN TRUST CORP 0.5% 116,506 -12% 0% $1,198,847
RITHOLTZ WEALTH MANAGEMENT 0.4% 92,695 +11% 0.02% $953,831
GABELLI FUNDS LLC 0.34% 78,000 0% 0.01% $802,620
Janney Montgomery Scott LLC 0.33% 76,161 +0.56% 0% $784,000
TWO SIGMA ADVISERS, LP 0.32% 74,200 -28% 0% $763,518
Mariner, LLC 0.31% 71,838 0% $739,212
MORGAN STANLEY 0.28% 65,455 +10% 0% $673,532

Institutional Holders of MEDALLION FINANCIAL CORP - Common Stock (MFIN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 7,781,840 $80,146,820 +$3,922,836 $10.29 95
2025 Q3 7,432,380 $75,071,671 +$402,614 $10.10 89
2025 Q2 7,396,557 $70,491,814 +$2,493,478 $9.53 87
2025 Q1 7,156,870 $62,347,571 -$683,631 $8.71 83
2024 Q4 7,226,803 $67,861,582 +$2,997,584 $9.39 79
2024 Q3 6,935,079 $56,478,265 +$784,129 $8.14 80
2024 Q2 6,709,136 $51,528,486 +$1,105,327 $7.68 80
2024 Q1 6,538,340 $51,718,950 +$9,912,002 $7.91 82
2023 Q4 5,174,826 $50,971,946 +$3,045,615 $9.85 75
2023 Q3 4,876,152 $34,231,027 +$2,861,792 $7.02 70
2023 Q2 4,460,355 $35,282,000 -$439,334 $7.91 57
2023 Q1 4,523,246 $34,692,799 +$619,422 $7.67 57
2022 Q4 4,515,425 $32,239,857 -$2,599,157 $7.14 53
2022 Q3 4,840,713 $33,979,412 -$2,953,182 $7.02 50
2022 Q2 5,304,246 $33,948,626 -$3,544,693 $6.40 53
2022 Q1 5,733,204 $48,732,061 -$2,917,303 $8.50 60
2021 Q4 6,117,135 $35,479,882 -$3,002,292 $5.80 48
2021 Q3 5,630,692 $44,145,192 +$739,959 $7.84 48
2021 Q2 5,536,847 $49,058,347 +$2,357,972 $8.86 45
2021 Q1 5,281,364 $37,237,072 -$293,730 $7.05 38
2020 Q4 5,348,606 $26,171,745 -$708,629 $4.90 38
2020 Q3 6,014,585 $15,035,885 +$230,828 $2.50 41
2020 Q2 5,929,096 $15,711,917 -$4,666,353 $2.65 47
2020 Q1 7,834,917 $14,581,813 -$1,393,765 $1.86 50
2019 Q4 8,235,113 $59,864,797 +$456,711 $7.27 56
2019 Q3 6,384,714 $40,850,685 +$5,630,112 $6.40 59
2019 Q2 5,490,271 $36,991,706 +$12,231,990 $6.74 58
2019 Q1 3,671,534 $25,340,000 +$841,380 $6.90 47
2018 Q4 3,823,779 $17,991,000 -$2,343,210 $4.69 43
2018 Q3 4,160,941 $27,676,000 -$215,092 $6.65 39
2018 Q2 4,236,862 $23,173,000 +$95,138 $5.48 39
2018 Q1 4,239,706 $19,712,000 +$243,459 $4.65 39
2017 Q4 4,213,766 $14,919,200 +$269,524 $3.53 42
2017 Q3 4,175,269 $9,070,000 -$42,245 $2.17 41
2017 Q2 4,197,173 $10,027,000 +$451,710 $2.39 42
2017 Q1 4,046,597 $8,027,000 -$1,981,836 $1.98 44
2016 Q4 4,756,727 $14,372,000 -$325,209 $3.02 50
2016 Q3 4,728,892 $19,946,408 +$669,883 $4.22 56
2016 Q2 4,551,575 $33,590,000 -$1,277,315 $7.38 51
2016 Q1 4,531,428 $41,856,000 -$8,167,123 $9.23 55
2015 Q4 5,685,770 $40,027,000 -$8,681,811 $7.04 64
2015 Q3 6,866,641 $52,032,000 -$15,389,485 $7.58 63
2015 Q2 8,700,942 $72,707,275 +$12,907,004 $8.35 71
2015 Q1 7,192,604 $66,637,000 -$2,425,387 $9.26 69
2014 Q4 7,601,299 $76,060,856 +$2,065,719 $10.01 69
2014 Q3 7,049,294 $82,192,265 -$17,802,392 $11.66 80
2014 Q2 8,492,353 $105,801,679 -$18,446,076 $12.46 86
2014 Q1 9,893,209 $130,683,802 -$211,698 $13.21 90