StockData
MFINNasdaqFinance ServicesFiscal year ends December 31Also trades as MBNKO

MEDALLION FINANCIAL CORP

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$11.22+0.03 (+0.27%)

Close on Oct 19, 2026

Market cap
$269.43M
P/E (TTM)
8.4
Dividend yield
–

Ownership

Institutional holdings as of Jun 30, 2026, from 13F filings

Held by institutions
8M
Shares held, 13F filers
Institutional holders
99
13 new, 7 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only

Shares held by institutions

Holders of more than 5%

Latest Schedule 13D (active) or 13G (passive) filed by each holder

HolderShares% of classFilingAs of
Andrew M. Murstein2,801,77611.73%13G (passive) amendmentMar 31, 2026
Alvin Murstein1,869,2428.07%13D (active) amendmentFeb 13, 2025
Amster Howard1,398,8756.10%13D (active)Dec 10, 2024
BlackRock, Inc.1,155,1275.00%13G (passive) amendmentMar 31, 2025
KORR Acquisitions Group, Inc.1,150,0005.00%13D (active) amendmentDec 31, 2024

Top institutional holders

13F holdings as of Jun 30, 2026

HolderShares% of MFINValueChange% of portfolio
BlackRock, Inc.1,219,363–$12.45M+111,3980.00%
Tieton Capital Management, LLC1,008,564–$10.30K−23,7400.00%
Vanguard Capital Management LLC722,282–$7.37M−126,3580.00%
Geode Capital Management, LLC448,220–$4.58M+35,0360.00%
Uniplan Investment Counsel, Inc.397,330–$4.06M+11,7490.38%
Sei Investments Co250,080–$2.55M−240,8920.00%
State Street Corp243,195–$2.48M−5,3160.00%
Goldman Sachs Group Inc217,202–$2.22M+30,0560.00%
American Century Companies Inc214,575–$2.19M–0.00%
Connor, Clark & Lunn Investment Management Ltd.201,485–$2.06M−11,3380.00%
De Lisle Partners LLP198,711–$2.03M–0.22%
Bridgeway Capital Management, LLC188,901–$1.93M+21,1080.03%
O'Shaughnessy Asset Management, LLC179,864–$1.84M+16,9800.01%
Gamco Investors, Inc. Et Al158,000–$1.61M–0.01%
Stifel Financial Corp154,235–$1.57M−1,5050.00%
Northern Trust Corp136,920–$1.40M+13,8100.00%
Arrowstreet Capital, Limited Partnership118,321–$1.21M–0.00%
Vanguard Portfolio Management LLC114,133–$1.17M+20,1040.00%
Bank of New York Mellon Corp109,652–$1.12M+2,2240.00%
Vanguard Fiduciary Trust Co105,917–$1.08M+1,3750.00%

Institutional buying and selling by quarter

Positions opened, added to, reduced and closed by 13F filers

QuarterHoldersShares heldNew / addedReduced / closedShares boughtShares sold
Q2 2026998M13 / 3529 / 71M1M
Q1 2026958M14 / 3526 / 142M1M
Q4 2025988M15 / 2832 / 71M0M
Q3 2025917M9 / 3924 / 70M0M
Q2 2025907M12 / 2831 / 51M0M
Q1 2025847M13 / 2128 / 90M0M
Q4 2024817M10 / 3118 / 91M0M
Q3 2024827M13 / 2720 / 112M1M
Q2 2024817M19 / 2818 / 212M2M
Q1 2024847M17 / 2519 / 92M0M
Q4 2023765M14 / 2319 / 91M0M
Q3 2023715M18 / 2015 / 51M0M

Top mutual fund and ETF holders

Latest monthly portfolio reports (Form N-PORT)

FundShares% of MFINValue% of fundAs of
Vanguard Total Stock Market Index Fund518,743–$5.30M0.00%Jun 30, 2026
iShares Russell 2000 ETF503,777–$5.14M0.01%Jun 30, 2026
Fidelity Small Cap Index Fund195,458–$1.94M0.01%Jul 31, 2026
iShares Russell 2000 Value ETF187,523–$1.91M0.01%Jun 30, 2026
Avantis U.S. Small Cap Value ETF181,711–$1.77M0.01%May 31, 2026
Vanguard Extended Market Index Fund177,012–$1.81M0.00%Jun 30, 2026
1290 VT GAMCO Small Company Value Portfolio158,000–$1.61M0.04%Jun 30, 2026
Fidelity Extended Market Index Fund88,001–$856.25K0.00%May 31, 2026
Vanguard Russell 2000 Index Fund83,012–$807.71K0.00%May 31, 2026
The Gabelli Small Cap Growth Fund78,000–$796.38K0.04%Jun 30, 2026
EA Bridgeway Omni Small-Cap Value ETF60,735–$620.10K0.03%Jun 30, 2026
iShares Micro-Cap ETF56,561–$577.49K0.04%Jun 30, 2026
Omni Small-Cap Value Fund54,659–$558.07K0.04%Jun 30, 2026
TETON Westwood Mighty Mites Fund54,500–$556.45K0.26%Jun 30, 2026
Ultra-Small Company Market Fund53,744–$548.73K0.37%Jun 30, 2026

Officers, directors and major owners

People who filed Forms 3, 4 or 5 in the last two years

NameRoleShares ownedLatest filing
Andrew MursteinSee Remarks, Director2,453,027Mar 11, 2026
Alvin MursteinSee Remarks, Director1,725,370Mar 11, 2026
Donald S. PoultonSee Remarks278,247Jun 26, 2026
David Justin HaleySee Remarks169,664Mar 11, 2026
Anthony N. CutroneChief Financial Officer190,922Mar 11, 2026
Jeffrey D. RudnickExecutive Vice President24,873Mar 2, 2026
Marisa T. SilvermanSee Remarks92,133Mar 2, 2026
Thomas J. MunsonSee Remarks65,256Mar 2, 2026
Samantha K. RozovskySee Remarks20,500Mar 2, 2026
John EveretsDirector73,000Jun 10, 2026
Robert MeyerDirector2,853Jun 10, 2026
Brent O. HatchDirector2,753Jun 10, 2026
Cynthia A. HallenbeckDirector–Jun 10, 2026
Allan J. TanenbaumDirector44,566Jun 10, 2026
David L. RudnickDirector448,130Jun 10, 2026

Insider trades

Common stock transactions reported on Form 4, newest first

InsiderDateTransactionSharesPriceValueShares after
Donald S. Poulton
See Remarks
Jun 25, 2026Tax withholding−40,770$9.97$406.48K278,247
Alvin Murstein
See Remarks, Director
Mar 10, 2026Award+72,103––367,070
Alvin Murstein
See Remarks, Director
Mar 10, 2026Tax withholding−36,809$9.59$353.00K330,261
Anthony N. Cutrone
Chief Financial Officer
Mar 10, 2026Award+84,858––186,422
Anthony N. Cutrone
Chief Financial Officer
Mar 10, 2026Tax withholding−41,622$9.59$399.15K144,800
Andrew Murstein
See Remarks, Director
Mar 10, 2026Tax withholding−165,336$9.59$1.59M971,064
Andrew Murstein
See Remarks, Director
Mar 10, 2026Award+323,870––1,136,400
David Justin Haley
See Remarks
Mar 10, 2026Award+39,152––169,664
David Justin Haley
See Remarks
Mar 10, 2026Tax withholding−17,168$9.59$164.64K152,496
Donald S. Poulton
See Remarks
Mar 10, 2026Award+101,831––363,670
Donald S. Poulton
See Remarks
Mar 10, 2026Tax withholding−44,653$9.59$428.22K319,017
Andrew Murstein
See Remarks, Director
Mar 1, 2026Tax withholding−51,878$10.09$523.45K812,530
Marisa T. Silverman
See Remarks
Mar 1, 2026Tax withholding−13,540$10.09$136.62K92,133
Anthony N. Cutrone
Chief Financial Officer
Mar 1, 2026Tax withholding−13,992$10.09$141.18K101,564
Thomas J. Munson
See Remarks
Mar 1, 2026Tax withholding−6,107$10.09$61.62K61,809
David Justin Haley
See Remarks
Mar 1, 2026Tax withholding−7,819$10.09$78.89K130,512
Jeffrey D. Rudnick
Executive Vice President
Mar 1, 2026Tax withholding−3,298$10.09$33.28K24,873
Samantha K. Rozovsky
See Remarks
Mar 1, 2026Tax withholding−2,002$10.09$20.20K20,500
Alvin Murstein
See Remarks, Director
Mar 1, 2026Tax withholding−11,973$10.09$120.81K294,967
Donald S. Poulton
See Remarks
Mar 1, 2026Tax withholding−14,996$10.09$151.31K261,839
Samantha K. Rozovsky
See Remarks
Feb 10, 2026Award+8,687––22,502
Thomas J. Munson
See Remarks
Feb 10, 2026Award+9,653––67,916
Marisa T. Silverman
See Remarks
Feb 10, 2026Award+19,305––105,673
Donald S. Poulton
See Remarks
Feb 10, 2026Award+58,760––276,835
David Justin Haley
See Remarks
Feb 10, 2026Award+25,941––138,331
Andrew Murstein
See Remarks, Director
Feb 10, 2026Award+77,220––864,408
Jeffrey D. Rudnick
Executive Vice President
Feb 10, 2026Award+5,212––28,171
Anthony N. Cutrone
Chief Financial Officer
Feb 10, 2026Award+24,493––115,556
Alvin Murstein
See Remarks, Director
Feb 10, 2026Award+39,597––306,940
David Justin Haley
See Remarks
Sep 10, 2025Option exercise+13,274$6.68$88.67K112,390
David Justin Haley
See Remarks
Sep 10, 2025Option exercise+5,203$6.55$34.08K99,116
David Justin Haley
See Remarks
Jun 6, 2025Option exercise+850$6.55$5.57K93,913
David L. Rudnick
Director
May 8, 2025Option exercise+12,000$5.58$66.96K234,277
David Justin Haley
See Remarks
May 5, 2025Option exercise+800$6.55$5.24K93,063
David Justin Haley
See Remarks
Mar 4, 2025Tax withholding−679$8.17$5.55K92,263
Marisa T. Silverman
See Remarks
Mar 4, 2025Tax withholding−712$8.17$5.82K86,368
Donald S. Poulton
See Remarks
Mar 4, 2025Tax withholding−2,222$8.17$18.15K218,075
Andrew Murstein
President, Director
Mar 4, 2025Tax withholding−7,545$8.17$61.64K787,188
Thomas J. Munson
See Remarks
Mar 4, 2025Tax withholding−501$8.17$4.09K58,263
Alvin Murstein
See Remarks, Director
Mar 4, 2025Tax withholding−2,072$8.17$16.93K267,343
Andrew Murstein
President, Director
Mar 1, 2025Tax withholding−62,498$8.34$521.23K794,733
Anthony N. Cutrone
Chief Financial Officer
Mar 1, 2025Tax withholding−12,468$8.34$103.98K91,063
Donald S. Poulton
See Remarks
Mar 1, 2025Tax withholding−16,675$8.34$139.07K220,297
Marisa T. Silverman
See Remarks
Mar 1, 2025Tax withholding−11,707$8.34$97.64K87,080
Alvin Murstein
See Remarks, Director
Mar 1, 2025Tax withholding−15,302$8.34$127.62K269,415
Thomas J. Munson
See Remarks
Mar 1, 2025Tax withholding−5,871$8.34$48.96K58,764
David Justin Haley
See Remarks
Mar 1, 2025Tax withholding−6,108$8.34$50.94K92,942
Anthony N. Cutrone
Chief Financial Officer
Feb 13, 2025Award+29,055––103,531
Alvin Murstein
See Remarks, Director
Feb 13, 2025Award+23,514––284,717
Thomas J. Munson
See Remarks
Feb 13, 2025Award+11,806––64,635
Donald S. Poulton
See Remarks
Feb 13, 2025Award+34,866––236,972
Andrew Murstein
President, Director
Feb 13, 2025Award+94,451––857,231
Marisa T. Silverman
See Remarks
Feb 13, 2025Award+23,613––98,787
David Justin Haley
See Remarks
Feb 13, 2025Award+20,628––99,050
Anthony N. Cutrone
Chief Financial Officer
Sep 10, 2024Buy+500$7.50$3.75K2,500
Anthony N. Cutrone
Chief Financial Officer
Sep 10, 2024Buy+1,000$7.50$7.50K71,976
Anthony N. Cutrone
Chief Financial Officer
Sep 6, 2024Buy+2,000$7.53$15.06K2,000
Anthony N. Cutrone
Chief Financial Officer
Sep 6, 2024Buy+2,000$7.52$15.04K70,976
David Justin Haley
See Remarks
Sep 5, 2024Option exercise+610$6.55$4.00K78,422
David Justin Haley
See Remarks
Aug 7, 2024Option exercise+600$6.55$3.93K77,812

Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.