Medallion Financial Ownership | Who Owns Medallion Financial?
Medallion Financial Ownership Summary
Medallion Financial is owned by 30.84% institutional investors, 21.73% insiders, and 47.43% retail investors. Vanguard group is the largest institutional shareholder, holding 4.71% of MFIN shares. Tieton Small Cap Value is the top mutual fund, with 4.28% of its assets in Medallion Financial shares.
MFIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Medallion Financial | 30.84% | 21.73% | 47.43% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Credit Services Stocks | 49.88% | 8.04% | 42.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.07M | 4.71% | $8.20M |
| Blackrock | 1.06M | 4.70% | $8.17M |
| Tieton capital management | 805.28K | 3.56% | $6.18M |
| Geode capital management | 407.11K | 1.80% | $3.13M |
| Stifel financial | 261.98K | 1.16% | $2.01M |
| State street | 203.22K | 0.90% | $1.56M |
| American century companies | 187.41K | 0.83% | $1.44M |
| Gamco investors, inc. et al | 162.00K | 0.72% | $1.24M |
| Connor, clark & lunn investment management | 161.54K | 0.71% | $1.24M |
| Bank of new york mellon | 140.79K | 0.62% | $1.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tieton capital management | 805.28K | 3.44% | $6.18M |
| Teton advisors | 88.00K | 0.28% | $675.84K |
| Ajovista | 10.85K | 0.24% | $83.32K |
| Corton capital | 59.16K | 0.24% | $454.37K |
| De lisle partners llp | 81.84K | 0.14% | $630.62K |
| Corsair capital management | 59.65K | 0.07% | $458.13K |
| Soltis investment advisors | 53.29K | 0.05% | $500.43K |
| Cutter & co brokerage | 14.80K | 0.03% | $113.66K |
| Bridgeway capital management | 126.36K | 0.02% | $970.44K |
| Ridgewood investments | 5.00K | 0.02% | $46.95K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.06M | 0.00% | 898.45K |
| Geode capital management | 407.11K | 0.00% | 231.05K |
| State street | 203.22K | 0.00% | 138.34K |
| Vanguard group | 1.07M | 0.00% | 92.24K |
| Panagora asset management | 60.16K | 0.00% | 60.16K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deutsche bank ag\ | - | - | -273.15K |
| Millennium management | 28.33K | 0.00% | -250.28K |
| Jane street group | - | - | -216.83K |
| Susquehanna group, llp | - | - | -157.20K |
| Goldman sachs group | 19.06K | - | -114.78K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Panagora asset management | 60.16K | 0.00% | 60.16K | $462.01K |
| Ancora advisors | 55.03K | 0.01% | 55.03K | $422.63K |
| Charles schwab investment management | 50.77K | 0.00% | 50.77K | $389.88K |
| Nuveen asset management | 24.45K | 0.00% | 24.45K | $187.78K |
| Simplex trading | 14.63K | 0.00% | 14.63K | $112.00K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -3.00 |
| Us bancorp \de\ | -500.00 |
| Allspring global investments | -534.00 |
| Macquarie group | -583.00 |
| Innealta capital | -2.73K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 84 | - | 6,935,079 | 3.37% | 30 | 3.50% | 39 | -15.22% | 21 | 5.00% |
| Jun 30, 2024 | 83 | -4.60% | 6,709,123 | 2.60% | 29 | 3.55% | 45 | 9.76% | 20 | - |
| Mar 31, 2024 | 87 | 10.13% | 6,538,923 | 26.36% | 28 | 5.51% | 41 | 10.81% | 20 | 5.26% |
| Dec 31, 2023 | 79 | 5.33% | 5,174,827 | 6.13% | 22 | 4.92% | 37 | -2.63% | 19 | 18.75% |
| Sep 30, 2023 | 75 | 22.95% | 4,876,153 | 9.32% | 21 | 5.49% | 38 | 46.15% | 16 | -15.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Tieton Small Cap Value | 987.10K | 4.28% | 184.17K |
| Vanguard Total Stock Mkt Idx Inv | 699.89K | 3.03% | - |
| iShares Russell 2000 ETF | 554.34K | 2.40% | -84.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 254.71K | 1.10% | - |
| Pleiades Small Cap Equity A | 202.04K | 0.88% | - |
| Fidelity Small Cap Index | 193.41K | 0.84% | 1.46K |
| Avantis US Small Cap Value ETF | 181.71K | 0.79% | - |
| iShares Russell 2000 Value ETF | 170.55K | 0.74% | - |
| 1290 VT GAMCO Small Company Value IB | 162.00K | 0.70% | - |
| Fidelity Extended Market Index | 98.35K | 0.43% | -792.00 |
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 |
|---|---|---|
| 2024 Q3 | 4 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | - | - |
| 2023 Q1 | - | - |
MFIN Ownership FAQ
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