Medallion Financial Ownership | Who Owns Medallion Financial?
Medallion Financial Ownership Summary
Medallion Financial is owned by 7.10% institutional investors, 30.53% insiders, and 62.37% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 4.94% of MFIN shares. Tieton Small Cap Value is the top mutual fund, with 4.12% of its assets in Medallion Financial shares.
MFIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Medallion Financial | 7.10% | 30.53% | 62.37% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Credit Services Stocks | 45.07% | 10.14% | 44.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.12M | 4.94% | $11.33M |
| Vanguard group | 1.08M | 4.77% | $10.93M |
| Blackrock | 1.06M | 4.70% | $8.17M |
| Tieton capital management | 984.20K | 4.34% | $9.94M |
| Geode capital management | 400.30K | 1.77% | $4.04M |
| Uniplan investment counsel | 252.80K | 1.11% | $2.55M |
| State street | 241.05K | 1.06% | $2.43M |
| Connor, clark & lunn investment management | 221.77K | 0.98% | $2.24B |
| American century companies | 216.18K | 0.95% | $2.18M |
| O'shaughnessy asset management | 185.70K | 0.82% | $1.88M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tieton capital management | 984.20K | 3.45% | $9.94M |
| Teton advisors | 61.50K | 0.36% | $586.10K |
| Uniplan investment counsel | 252.80K | 0.25% | $2.55M |
| Ajovista | 10.85K | 0.24% | $83.32K |
| De lisle partners llp | 128.26K | 0.16% | $1.30M |
| Corsair capital management | 57.86K | 0.10% | $584.38K |
| Gsa capital partners llp | 44.79K | 0.04% | $452.00K |
| Baron wealth management | 10.99K | 0.04% | $110.96K |
| Soltis investment advisors | 51.76K | 0.04% | $522.78K |
| Bridgeway capital management | 156.91K | 0.03% | $1.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.06M | 0.00% | 898.45K |
| Goldman sachs group | 70.82K | 0.00% | 54.34K |
| Uniplan investment counsel | 252.80K | 0.25% | 31.52K |
| Tieton capital management | 984.20K | 3.45% | 26.24K |
| Two sigma investments, lp | 86.63K | 0.00% | 26.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.12M | 0.00% | -90.19K |
| Qube research | - | - | -68.23K |
| Laurion capital management lp | - | - | -63.11K |
| Ancora advisors | - | - | -54.69K |
| Stifel financial | 175.54K | 0.00% | -48.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Allworth financial lp | 16.00K | 0.00% | 16.00K | $152.48K |
| Susquehanna group, llp | 15.91K | - | 15.91K | $149.40K |
| Creative planning | 11.25K | 0.00% | 11.25K | $113.62K |
| Financial consulate | 500.00 | 0.00% | 500.00 | $5.05K |
| Optiver b.v. | 346.00 | - | 346.00 | $3.50K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -3.00 |
| Newedge advisors | -4.00 |
| Gamma investing | -37.00 |
| Coldstream capital management | -426.00 |
| Us bancorp \de\ | -500.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 27 | -70.33% | 1,610,886 | -78.22% | 7 | 0.67% | 11 | -72.50% | 6 | -80.65% |
| Jun 30, 2025 | 90 | 3.45% | 7,388,622 | 3.24% | 32 | 3.24% | 40 | 25.00% | 30 | - |
| Mar 31, 2025 | 1 | -98.80% | 41,669 | -99.42% | - | 0.02% | 1 | -97.56% | - | -100.00% |
| Dec 31, 2024 | 81 | -3.57% | 6,976,072 | 0.59% | 31 | 3.26% | 40 | 2.56% | 18 | -14.29% |
| Sep 30, 2024 | 84 | - | 6,935,079 | 3.37% | 30 | 3.50% | 39 | -15.22% | 21 | 5.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Tieton Small Cap Value | 957.96K | 4.12% | -8.51K |
| Vanguard US Total Market Shares ETF | 699.89K | 3.01% | - |
| Vanguard Total Stock Mkt Idx Inv | 684.82K | 2.95% | -15.07K |
| iShares Russell 2000 ETF | 474.70K | 2.04% | - |
| Pleiades Small Cap Equity A | 202.04K | 0.87% | - |
| Avantis US Small Cap Value ETF | 181.71K | 0.78% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 180.28K | 0.78% | -74.42K |
| Fidelity Small Cap Index | 172.22K | 0.74% | -19.62K |
| 1290 VT GAMCO Small Company Value IB | 160.00K | 0.69% | -2.00K |
| iShares Russell 2000 Value ETF | 158.39K | 0.68% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 10, 2024 | Cutrone Anthony N. | Chief Financial Officer | Buy | $7.50K |
| Sep 10, 2024 | Cutrone Anthony N. | Chief Financial Officer | Buy | $3.75K |
| Sep 06, 2024 | Cutrone Anthony N. | Chief Financial Officer | Buy | $15.05K |
| Sep 06, 2024 | Cutrone Anthony N. | Chief Financial Officer | Buy | $15.05K |
| Mar 07, 2022 | Munson Thomas J. | See Remarks | Buy | $9.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q3 | 4 | - |
| 2024 Q2 | - | - |
MFIN Ownership FAQ
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